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INSIGNEO ADVISORY SERVICES, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$1.2B
+20.1%
Holdings
634
+16
New Purchases
70
Added To
293
Closed
26
Reduced
179
Top 10 Concentration
35.6%
Turnover
15.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.76% 3.12% +1.64% $55M
MSCI 1.05% 0.04% +1.01% $12M
MSFT 3.85% 3.27% +0.59% $45M
META 2.58% 2.23% +0.36% $30M
FLOT 0.39% 0.09% +0.30% $5M
NFLX 0.94% 0.73% +0.22% $11M
IBIT 0.80% 0.59% +0.21% $9M
TT 2.69% 2.49% +0.20% $31M
AMZN 3.98% 3.79% +0.19% $46M
AVGO 0.65% 0.47% +0.19% $8M
QQQ 1.96% 1.77% +0.18% $23M
PLTR 0.46% 0.31% +0.15% $5M
TSLA 1.36% 1.23% +0.13% $16M
MTA 0.12% 0.00% +0.12% $1M
MELI 0.49% 0.39% +0.10% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 6.71% 8.55% -1.84% $78M
BRK-B 2.75% 3.48% -0.73% $32M
BRK-A 0.57% 0.74% -0.18% $7M
SPYI 0.00% 0.17% -0.17% $0
SLV 1.10% 1.27% -0.16% $13M
VTV 0.49% 0.63% -0.14% $6M
LLY 0.40% 0.54% -0.14% $5M
V 0.77% 0.90% -0.13% $9M
XOM 0.45% 0.57% -0.12% $5M
AGG 0.61% 0.72% -0.12% $7M
XLF 0.29% 0.41% -0.11% $3M
SCHD 0.40% 0.51% -0.11% $5M
UNH 0.22% 0.32% -0.10% $3M
JNJ 0.28% 0.37% -0.09% $3M
MDY 0.08% 0.17% -0.09% $937K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $603M 52.0%
Large Cap 351 $435M 37.6%
Mid Cap 110 $75M 6.5%
Small Cap 83 $38M 3.3%
Micro Cap 15 $7M 0.6%

Portfolio Analytics

Avg Market Cap
$136.0B
Median Market Cap
$34.8B
Avg P/E
33.0
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
372
# ETFs / Funds
262

Top Holdings (634 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 6.71% 378,848 $78M $205.17 -$5M +7,481 +2.0%
2 NVDA 4.76% 349,287 $55M $157.99 $25M +71,382 +25.7%
3 SPY 4.31% 80,851 $50M $617.85 $9M +6,758 +9.1%
4 AMZN 3.98% 210,144 $46M $219.39 $10M +18,015 +9.4%
5 MSFT 3.85% 89,785 $45M $497.41 $13M +5,806 +6.9%
6 BRK-B 2.75% 65,670 $32M $485.77 -$2M +2,616 +4.2%
7 TT 2.69% 71,369 $31M $437.41 $7M -64 -0.1%
8 META 2.58% 40,544 $30M $738.09 $8M +3,301 +8.9%
9 GLD 1.99% 75,627 $23M $304.83 $4M +8,521 +12.7%
10 QQQ 1.96% 41,079 $23M $551.65 $6M +4,594 +12.6%
11 GOOGL 1.85% 121,582 $21M $176.23 $4M +12,089 +11.0%
12 TSLA 1.36% 49,582 $16M $317.66 $4M +3,826 +8.4%
13 SLV 1.10% 389,932 $13M $32.81 $567K -4,608 -1.2%
14 VOO 1.05% 21,523 $12M $568.03 $2M +1,740 +8.8%
15 MSCI 1.05% 21,162 $12M $576.73 $12M +20,492 +3058.5%
16 NFLX 0.94% 8,175 $11M $1,339.15 $4M +649 +8.6%
17 GOOG 0.90% 58,562 $10M $177.39 $2M +5,786 +11.0%
18 JPM 0.85% 34,001 $10M $289.91 $2M +1,798 +5.6%
19 IBIT 0.80% 151,862 $9M $61.21 $4M +30,788 +25.4%
20 IVV 0.78% 14,592 $9M $620.91 $2M +1,707 +13.2%
21 V 0.77% 25,030 $9M $355.04 $227K +320 +1.3%
22 RSP 0.74% 47,419 $9M $181.74 $927K +3,021 +6.8%
23 AVGO 0.65% 27,490 $8M $275.66 $3M +515 +1.9%
24 MA 0.61% 12,491 $7M $561.96 $741K +1,037 +9.1%
25 AGG 0.61% 70,759 $7M $99.20 $59K +396 +0.6%
26 BRK-A 0.57% 9 $7M $728,800.00 -$627K
27 JEPI 0.55% 111,331 $6M $56.85 $2M +33,647 +43.3%
28 VTV 0.49% 32,410 $6M $176.74 -$394K -3,029 -8.6%
29 MELI 0.49% 2,176 $6M $2,613.58 $2M +249 +12.9%
30 WMT 0.46% 55,088 $5M $97.78 $726K +2,002 +3.8%
31 PLTR 0.46% 39,364 $5M $136.32 $2M +3,828 +10.8%
32 HON 0.45% 22,500 $5M $232.88 $444K -149 -0.7%
33 COST 0.45% 5,293 $5M $989.94 $123K -117 -2.2%
34 XOM 0.45% 48,382 $5M $107.80 -$278K +2,190 +4.7%
35 VTI 0.45% 17,011 $5M $303.93 $544K +178 +1.1%
36 DIA 0.44% 11,550 $5M $440.64 $469K +546 +5.0%
37 DIS 0.44% 40,777 $5M $124.01 $836K -1,988 -4.7%
38 BX 0.42% 32,606 $5M $149.58 $237K -587 -1.8%
39 ALLE 0.41% 32,759 $5M $144.12 $468K +155 +0.5%
40 LLY 0.40% 5,934 $5M $779.50 -$555K -339 -5.4%
41 SCHD 0.40% 173,419 $5M $26.50 -$301K -1,695 -1.0%
42 FLOT 0.39% 89,466 $5M $51.02 $4M +71,545 +399.2%
43 ORCL 0.39% 20,702 $5M $218.63 $2M -380 -1.8%
44 MGK 0.36% 11,542 $4M $366.17 $970K +1,000 +9.5%
45 BAC 0.36% 87,930 $4M $47.32 $834K +8,209 +10.3%
46 SILJ 0.35% 275,710 $4M $14.80 $698K -3,398 -1.2%
47 TLT 0.35% 45,945 $4M $88.25 $2M +18,672 +68.5%
48 IWM 0.35% 18,773 $4M $215.80 $147K -800 -4.1%
49 YPF 0.35% 128,502 $4M $31.45 $758K +34,802 +37.1%
50 SHV 0.33% 34,798 $4M $110.42 -$67 +12 +0.0%
51 ANGL 0.33% 129,002 $4M $29.28 $77K +790 +0.6%
52 JAAA 0.32% 74,044 $4M $50.75 $262K +5,104 +7.4%
53 VGT 0.32% 5,640 $4M $663.30 $719K +68 +1.2%
54 PANW 0.32% 17,903 $4M $204.63 $684K +440 +2.5%
55 VXUS 0.31% 52,098 $4M $69.09 $442K +1,247 +2.5%
56 KO 0.30% 49,389 $3M $70.75 $177K +3,066 +6.6%
57 TIP 0.30% 31,103 $3M $110.04 $484K +4,651 +17.6%
58 XLF 0.29% 64,587 $3M $52.37 -$535K -14,058 -17.9%
59 XLK 0.29% 13,352 $3M $253.23 $438K -901 -6.3%
60 XLE 0.29% 39,706 $3M $84.81 $951K +13,845 +53.5%
61 SHYG 0.29% 77,881 $3M $43.14 $335K +6,732 +9.5%
62 SHOP 0.29% 28,976 $3M $115.35 $516K -621 -2.1%
63 CRWD 0.29% 6,561 $3M $509.28 $1M -3 -0.1%
64 BABA 0.28% 28,772 $3M $113.41 $166K +5,354 +22.9%
65 JNJ 0.28% 21,141 $3M $152.75 -$363K -520 -2.4%
66 CVX 0.28% 22,538 $3M $143.19 $43K +3,501 +18.4%
67 TSM 0.28% 14,089 $3M $226.49 $926K +443 +3.2%
68 PCN 0.27% 250,700 $3M $12.69 -$213K +2,000 +0.8%
69 AMD 0.27% 22,247 $3M $141.90 $820K -498 -2.2%
70 CRM 0.27% 11,459 $3M $272.68 -$131K -671 -5.5%
71 VT 0.27% 24,266 $3M $128.52 $325K +170 +0.7%
72 HD 0.27% 8,433 $3M $366.65 -$123K -340 -3.9%
73 ABBV 0.26% 16,402 $3M $185.62 $224K +2,940 +21.8%
74 AXP 0.26% 9,409 $3M $318.99 $195K -1,020 -9.8%
75 DBC 0.26% 136,335 $3M $21.81 -$132K -1,684 -1.2%
76 IR 0.26% 35,701 $3M $83.18 $312K +2,493 +7.5%
77 VOE 0.26% 18,000 $3M $164.46 $43K -174 -1.0%
78 GS 0.25% 4,100 $3M $707.78 $692K +54 +1.3%
79 MPC 0.25% 17,283 $3M $166.11 $368K +106 +0.6%
80 UBER 0.25% 30,527 $3M $93.30 $969K +4,733 +18.4%
81 FXI 0.24% 75,800 $3M $36.76 $391K +8,951 +13.4%
82 GDXJ 0.23% 39,446 $3M $67.59 $311K -1,734 -4.2%
83 EWJ 0.23% 35,454 $3M $74.97 $331K +1,513 +4.5%
84 BA 0.23% 12,652 $3M $209.53 $1M +4,137 +48.6%
85 PHYS 0.23% 104,051 $3M $25.35 $205K +2,951 +2.9%
86 SMH 0.22% 9,119 $3M $278.88 $737K +580 +6.8%
87 VEU 0.22% 37,696 $3M $67.22 $298K +830 +2.2%
88 VGK 0.22% 32,526 $3M $77.50 $46K -2,723 -7.7%
89 UNH 0.22% 8,037 $3M $311.96 -$590K +2,124 +35.9%
90 ASML 0.22% 3,121 $3M $801.41 $1M +874 +38.9%
91 PBR 0.22% 199,384 $2M $12.51 -$108K +17,884 +9.8%
92 VIST 0.21% 52,107 $2M $47.81 -$314K -8,146 -13.5%
93 PFF 0.21% 79,150 $2M $30.68 -$41K -1,202 -1.5%
94 NOW 0.21% 2,315 $2M $1,028.27 $888K +441 +23.5%
95 C 0.20% 27,662 $2M $85.12 $372K -271 -1.0%
96 MCD 0.20% 7,931 $2M $292.16 -$138K +72 +0.9%
97 ACWI 0.20% 17,965 $2M $128.60 $490K +2,325 +14.9%
98 XLV 0.20% 17,118 $2M $134.79 -$370K -1,216 -6.6%
99 AGRO 0.20% 252,175 $2M $9.14 $1M +157,655 +166.8%
100 IAU 0.20% 36,920 $2M $62.36 -$10K -2,291 -5.8%

New Positions

SymbolValue% Port
MTA $1M 0.12%
PREF $672K 0.06%
SGOV $656K 0.06%
IBHI $633K 0.05%
CLSK $590K 0.05%
DFEB $569K 0.05%
OKLO $550K 0.05%
SJNK $535K 0.05%
VDE $525K 0.05%
URA $459K 0.04%
DDWM $427K 0.04%
DELL $425K 0.04%
ZBRA $424K 0.04%
HYMB $404K 0.03%
SPHQ $393K 0.03%

Sold Out Positions

SymbolValue% Port
AEM —%
BMY —%
HESM —%
SHG —%
FHI —%
MFC —%
TOL —%
DOCU —%
SMMD —%
AGNCZ —%
CTSH —%
ICLR —%
EXE —%
KHC —%
MUB —%
View SEC EDGAR Filings for INSIGNEO ADVISORY SERVICES, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms