Filed: 4/18/2025ACC: 0001964958-25-000002
📋 What this filing means
INSIGNEO ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 634 equity positions with a total reported market value of $969.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
634
Positions
$969.31M
Total AUM (reported)
12.55M
Total Shares
Allocation by class
COM$412.83M42.6%
CL A$49.71M5.1%
TR UNIT$43.59M4.5%
CL B NEW$33.58M3.5%
SHS$31.18M3.2%
GOLD SHS$19.34M2.0%
UNIT SER 1$17.11M1.8%
Portfolio Concentration
Top 3$160.49M16.6%
4–10$177.20M18.3%
11–25$130.15M13.4%
Rest$501.47M51.7%
Top 3 weight
16.6%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 12.55M
Sole
Full voting authority
12.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole634
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings634
Rows:
APPLE INC
SOLEShares371.37K
TypeSH
Market value$82.49M
8.51%
Sole
371.37K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares74.09K
TypeSH
Market value$41.45M
4.28%
Sole
74.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares192.13K
TypeSH
Market value$36.55M
3.77%
Sole
192.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares63.05K
TypeSH
Market value$33.58M
3.46%
Sole
63.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83.98K
TypeSH
Market value$31.52M
3.25%
Sole
83.98K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares277.90K
TypeSH
Market value$30.12M
3.11%
Sole
277.90K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares71.43K
TypeSH
Market value$24.07M
2.48%
Sole
71.43K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares37.24K
TypeSH
Market value$21.47M
2.21%
Sole
37.24K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares67.11K
TypeSH
Market value$19.34M
1.99%
Sole
67.11K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares36.48K
TypeSH
Market value$17.11M
1.77%
Sole
36.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares109.49K
TypeSH
Market value$16.93M
1.75%
Sole
109.49K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares394.54K
TypeSH
Market value$12.23M
1.26%
Sole
394.54K
Shared
0.00
None
0.00
TESLA INC
SOLEShares45.76K
TypeSH
Market value$11.86M
1.22%
Sole
45.76K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares19.78K
TypeSH
Market value$10.17M
1.05%
Sole
19.78K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.71K
TypeSH
Market value$8.66M
0.89%
Sole
24.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.78K
TypeSH
Market value$8.25M
0.85%
Sole
52.78K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares32.20K
TypeSH
Market value$7.90M
0.81%
Sole
32.20K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares44.40K
TypeSH
Market value$7.69M
0.79%
Sole
44.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.88K
TypeSH
Market value$7.24M
0.75%
Sole
12.88K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.00
TypeSH
Market value$7.19M
0.74%
Sole
9.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares7.53K
TypeSH
Market value$7.02M
0.72%
Sole
7.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares70.36K
TypeSH
Market value$6.96M
0.72%
Sole
70.36K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares11.45K
TypeSH
Market value$6.28M
0.65%
Sole
11.45K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares35.44K
TypeSH
Market value$6.12M
0.63%
Sole
35.44K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares121.07K
TypeSH
Market value$5.67M
0.58%
Sole
121.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 371.37K | SH | $82.49M 8.51% | 371.37K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 74.09K | SH | $41.45M 4.28% | 74.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 192.13K | SH | $36.55M 3.77% | 192.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 63.05K | SH | $33.58M 3.46% | 63.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83.98K | SH | $31.52M 3.25% | 83.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 277.90K | SH | $30.12M 3.11% | 277.90K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 71.43K | SH | $24.07M 2.48% | 71.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 37.24K | SH | $21.47M 2.21% | 37.24K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 67.11K | SH | $19.34M 1.99% | 67.11K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 36.48K | SH | $17.11M 1.77% | 36.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 109.49K | SH | $16.93M 1.75% | 109.49K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 394.54K | SH | $12.23M 1.26% | 394.54K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 45.76K | SH | $11.86M 1.22% | 45.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.78K | SH | $10.17M 1.05% | 19.78K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.71K | SH | $8.66M 0.89% | 24.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 52.78K | SH | $8.25M 0.85% | 52.78K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 32.20K | SH | $7.90M 0.81% | 32.20K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 44.40K | SH | $7.69M 0.79% | 44.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.88K | SH | $7.24M 0.75% | 12.88K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 9.00 | SH | $7.19M 0.74% | 9.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 7.53K | SH | $7.02M 0.72% | 7.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 70.36K | SH | $6.96M 0.72% | 70.36K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.45K | SH | $6.28M 0.65% | 11.45K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 35.44K | SH | $6.12M 0.63% | 35.44K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 121.07K | SH | $5.67M 0.58% | 121.07K | 0.00 | 0.00 |
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