Institutions / Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC
CIK 1964958 · Institution · as of Dec 31, 2025
Portfolio value
$1.39B
Positions
756
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 756 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $103.48M | 7.4% |
| SPDR S&P 500 ETF Tr | $82.19M | 5.9% |
| NVIDIA Corp | $57.71M | 4.1% |
| Amazon.com Inc | $47.74M | 3.4% |
| Microsoft Corp | $47.34M | 3.4% |
| Alphabet Inc. | $33.92M | 2.4% |
| Invesco Qqq Tr | $33.86M | 2.4% |
| Warren E. Buffett | $33.82M | 2.4% |
| Meta Platforms Inc | $30.73M | 2.2% |
| SPDR Gold Tr | $30.29M | 2.2% |
| Trane Technologies plc | $27.77M | 2.0% |
| iShares Silver Tr | $23.42M | 1.7% |
| Alphabet Inc. | $19.21M | 1.4% |
| Tesla Inc | $17.48M | 1.3% |
| Vanguard Index Fds | $14.44M | 1.0% |
| iShares Tr | $12.90M | 0.9% |
| Invesco Exchange Traded Fd T | $12.01M | 0.9% |
| Broadcom Inc. | $11.65M | 0.8% |
| iShares Bitcoin Trust ETF | $11.43M | 0.8% |
| JPMorgan Chase & Co | $11.25M | 0.8% |
| iShares Tr | $9.76M | 0.7% |
| Netflix Inc | $8.29M | 0.6% |
| Visa Inc | $8.17M | 0.6% |
| Palantir Technologies Inc | $7.99M | 0.6% |
| Costco Wholesale Corp /New | $7.70M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.