What is INSIGNEO ADVISORY SERVICES, LLC's portfolio value?

As of Q4 2025, INSIGNEO ADVISORY SERVICES, LLC manages $1.4B across 759 reported positions in their SEC 13F filing.

What are INSIGNEO ADVISORY SERVICES, LLC's top holdings?

INSIGNEO ADVISORY SERVICES, LLC's largest 13F positions include DBA, AVGO, CVNA, representing approximately 0.0% of the reported portfolio.

How many stocks does INSIGNEO ADVISORY SERVICES, LLC hold?

INSIGNEO ADVISORY SERVICES, LLC holds 759 reported positions as of their Q4 2025 13F filing.

When did INSIGNEO ADVISORY SERVICES, LLC last file a 13F?

The most recent 13F filing from INSIGNEO ADVISORY SERVICES, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

INSIGNEO ADVISORY SERVICES, LLC

CIK: 0001964958SEC EDGAR →

Portfolio Value

$1.4B

Holdings

759

As of

Q4 2025

New Positions

116

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DBA INVESCO DB MULTI-SECTOR COMM	15,123	$0	0.00%
2	AVGO BROADCOM INC	33,672	$0	0.00%
3	CVNA CARVANA CO	696	$0	0.00%
4	OWL BLUE OWL CAPITAL INC	14,996	$0	0.00%
5	DUK DUKE ENERGY CORP NEW	10,962	$0	0.00%
6	HEDJ WISDOMTREE TR	6,893	$0	0.00%
7	DDWM WISDOMTREE TR	10,062	$0	0.00%
8	ENB ENBRIDGE INC	10,081	$0	0.00%
9	SPYM SPDR SERIES TRUST	26,407	$0	0.00%
10	SHOP SHOPIFY INC	23,522	$0	0.00%

Quarterly Changes

Top Buys

MSFT↑ Increased

$49.4M

META↑ Increased

$32.8M

GOOGL↑ Increased

$26.0M

NFLX↑ Increased

$10.8M

RSP↑ Increased

$10.7M

Top Sells

AAPL↓ Decreased

$105.0M

SPY↓ Decreased

$81.8M

NVDA↓ Decreased

$77.9M

AMZN↓ Decreased

$49.3M

NDQ↓ Decreased

$36.2M

New Positions (120)

$0 · 17K shares

$0 · 10K shares

$0 · 42K shares

$0 · 56K shares

$0 · 50K shares

$0 · 4K shares

$0 · 13K shares

$0 · 15K shares

$0 · 12K shares

$0 · 800 shares

$0 · 6K shares

$0 · 16K shares

$0 · 14K shares

$0 · 6K shares

$0 · 8K shares

$0 · 5K shares

$0 · 3K shares

$0 · 10K shares

$0 · 12K shares

$0 · 10K shares

$0 · 11K shares

$0 · 4K shares

$0 · 3K shares

$0 · 13K shares

$0 · 4K shares

$0 · 2K shares

$0 · 2K shares

$0 · 22K shares

$0 · 2K shares

$0 · 4K shares

$0 · 2K shares

$0 · 8K shares

$0 · 10K shares

$0 · 20K shares

$0 · 5K shares

$0 · 16K shares

$0 · 1K shares

$0 · 9K shares

$0 · 8K shares

$0 · 788 shares

$0 · 22K shares

$0 · 5K shares

$0 · 19K shares

$0 · 12K shares

$0 · 15K shares

$0 · 15K shares

$0 · 820 shares

$0 · 31K shares

$0 · 16K shares

$0 · 5K shares

$0 · 18K shares

$0 · 10K shares

$0 · 14K shares

$0 · 9K shares

$0 · 11K shares

$0 · 3K shares

$0 · 20K shares

$0 · 2K shares

$0 · 7K shares

$0 · 834 shares

$0 · 8K shares

$0 · 1K shares

$0 · 7K shares

$0 · 2K shares

$0 · 3K shares

$0 · 3K shares

$0 · 11K shares

$0 · 12K shares

$0 · 5K shares

$0 · 1K shares

$0 · 13K shares

$0 · 2K shares

$0 · 11K shares

$0 · 9K shares

$0 · 12K shares

$0 · 13K shares

$0 · 15K shares

$0 · 2K shares

$0 · 8K shares

$0 · 11K shares

$0 · 10K shares

$0 · 3K shares

$0 · 100 shares

$0 · 6K shares

$0 · 5K shares

$0 · 2K shares

$0 · 3K shares

$0 · 60K shares

$0 · 185K shares

$0 · 52K shares

$0 · 6K shares

$0 · 2K shares

$0 · 11K shares

$0 · 10K shares

$0 · 9K shares

$0 · 12K shares

$0 · 14K shares

$0 · 21K shares

$0 · 2K shares

$0 · 5K shares

$0 · 13K shares

$0 · 5K shares

$0 · 9K shares

$0 · 6K shares

$0 · 23K shares

$0 · 2K shares

$0 · 1K shares

$0 · 11K shares

$0 · 1K shares

$0 · 1K shares

$0 · 57K shares

$0 · 30K shares

$0 · 1K shares

$0 · 6K shares

$0 · 2K shares

$0 · 23K shares

$0 · 10K shares

$0 · 20K shares

$0 · 8K shares

$0 · 4K shares

Closed Positions (109)

$23.0M · 48K shares

$3.7M · 72K shares

$3.0M · 10K shares

$892K · 23K shares

$701K · 12K shares

$639K · 11K shares

$511K · 1K shares

$505K · 2K shares

$502K · 8K shares

$460K · 4K shares

$437K · 39K shares

$437K · 95K shares

$431K · 4K shares

$430K · 6K shares

$421K · 20K shares

$401K · 16K shares

$376K · 23K shares

$367K · 19K shares

$356K · 6K shares

$352K · 5K shares

$338K · 741 shares

$329K · 250 shares

$329K · 7K shares

$324K · 2K shares

$318K · 23K shares

$310K · 9K shares

$292K · 5K shares

$289K · 7K shares

$286K · 8K shares

$281K · 15K shares

$280K · 12K shares

$271K · 5K shares

$270K · 17K shares

$265K · 3K shares

$265K · 8K shares

$262K · 5K shares

$253K · 47 shares

$251K · 3K shares

$250K · 2K shares

$249K · 6K shares

$245K · 5K shares

$244K · 8K shares

$238K · 5K shares

$233K · 8K shares

$232K · 892 shares

$229K · 2K shares

$226K · 12K shares

$224K · 1K shares

$221K · 3K shares

$220K · 28K shares

$217K · 979 shares

$216K · 4K shares

$216K · 3K shares

$213K · 3K shares

$212K · 2K shares

$211K · 2K shares

$208K · 1K shares

$205K · 2K shares

$204K · 449 shares

$202K · 5K shares

$201K · 8K shares

$200K · 6K shares

$199K · 12K shares

$197K · 11K shares

$194K · 10K shares

$190K · 11K shares

$182K · 10K shares

$173K · 12K shares

$173K · 10K shares

$172K · 23K shares

$166K · 15K shares

$152K · 10K shares

$148K · 15K shares

$135K · 20K shares

$135K · 16K shares

$122K · 18K shares

$118K · 10K shares

$117K · 13K shares

$109K · 27K shares

$102K · 12K shares

$100K · 15K shares

$100K · 16K shares

$98K · 10K shares

$96K · 41K shares

$93K · 14K shares

$87K · 10K shares

$83K · 10K shares

$81K · 14K shares

$80K · 29K shares

$66K · 11K shares

$64K · 11K shares

$46K · 27K shares

$41K · 15K shares

$38K · 60K shares

$34K · 10K shares

$23K · 23K shares

$23K · 24K shares

$20K · 21K shares

$16K · 16K shares

$15K · 17K shares

$15K · 16K shares

$14K · 16K shares

$14K · 13K shares

$13K · 13K shares

$13K · 15K shares

$10K · 11K shares

SHOPCN 0.125 11/01/25

$10K · 10K shares

CAKE 0.375 06/15/26

$9K · 10K shares

ALRM 2.25 06/01/29

$9K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	93	$0	0.0%
Consumer Cyclical	36	$0	0.0%
Financial Services	334	$0	0.0%
Utilities	14	$0	0.0%
Energy	18	$0	0.0%
Unknown	101	$0	0.0%
Healthcare	41	$0	0.0%
Real Estate	16	$0	0.0%
Basic Materials	22	$0	0.0%
Industrials	49	$0	0.0%
Communication Services	18	$0	0.0%
Consumer Defensive	17	$0	0.0%