Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Insigneo Advisory Services

Latest statistics and disclosures from Insigneo Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, NVDA, AMZN, MSFT, and represent 22.56% of Insigneo Advisory Services's stock portfolio.
Added to shares of these 10 stocks: FFLC (+$6.4M), CPAI (+$6.4M), GLD, ACWX, CBLS, MSFT, SLV, SPY, META, AAPL.
Started 102 new stock positions in IGV, GRNJ, IGF, COTY, ATI, DINO, AVLV, ROST, AWP, PDEC.
Reduced shares in these 10 stocks: QQQ, XLE, IEUR, VIST, PBR, T, IWF, DBC, YPF, AVGO.
Sold out of its positions in AFL, ABCL, Alpine Global Premier Pptys Fd Com Sbi cef, ALL, HACK, Applied Optoelectronics, AstraZeneca, ADSK, BBD, BCH.
Insigneo Advisory Services was a net buyer of stock by $61M.
Insigneo Advisory Services has $1.4B in assets under management (AUM), dropping by 0.96%.
Central Index Key (CIK): 0001964958

Tip: Access up to 7 years of quarterly data

Positions held by Insigneo Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Insigneo Advisory Services

Insigneo Advisory Services holds 745 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Insigneo Advisory Services has 745 total positions. Only the first 250 positions are shown.

Sign up to view all of the Insigneo Advisory Services March 31, 2026 positions
Download the Insigneo Advisory Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.0	$99M	+2%	390k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.8	$81M	+3%	125k	650.34	View chart
NVIDIA Corporation (NVDA)	3.8	$54M		308k	174.40	View chart
Amazon (AMZN)	3.2	$45M	+4%	215k	208.27	View chart
Microsoft Corporation (MSFT)	2.8	$39M	+8%	106k	370.17	View chart
Spdr Gold Tr Gold Shs (GLD)	2.7	$38M	+14%	87k	430.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$34M	+5%	71k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$31M		108k	287.56	View chart
Trane Technologies SHS (TT)	2.1	$30M		72k	416.74	View chart
Meta Platforms Cl A (META)	2.1	$29M	+8%	51k	572.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$29M	-9%	50k	577.18	View chart
Ishares Silver Tr Ishares (SLV)	2.0	$28M	+11%	404k	68.14	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$19M	+7%	66k	286.86	View chart
Tesla Motors (TSLA)	1.2	$17M	+15%	45k	371.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$15M	+11%	26k	597.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$14M	+19%	75k	191.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$13M	+6%	20k	653.20	View chart
JPMorgan Chase & Co. (JPM)	0.7	$10M		35k	294.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$10M	+13%	261k	38.42	View chart
Netflix (NFLX)	0.7	$9.5M	+11%	99k	96.15	View chart
Broadcom (AVGO)	0.7	$9.5M	-9%	31k	309.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$9.3M	-3%	94k	99.27	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.6	$9.0M	+11%	302k	29.72	View chart
Sprott Asset Management Physical Silver (PSLV)	0.6	$8.8M	+31%	361k	24.39	View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)	0.6	$8.7M	+265%	209k	41.79	View chart
Elevation Series Trust Clough Hedged Eq (CBLS)	0.6	$8.6M	+61%	299k	28.70	View chart
Costco Wholesale Corporation (COST)	0.6	$8.4M	-5%	8.5k	996.44	View chart
Exxon Mobil Corporation (XOM)	0.6	$8.1M	+2%	48k	169.66	View chart
Micron Technology (MU)	0.5	$7.3M	+11%	22k	337.84	View chart
Visa Com Cl A (V)	0.5	$7.2M	+2%	24k	302.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$7.1M	+6%	22k	320.82	View chart
Mastercard Incorporated Cl A (MA)	0.5	$7.0M	+3%	14k	499.64	View chart
Palantir Technologies Cl A (PLTR)	0.5	$6.9M	+5%	47k	146.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$6.5M	-4%	33k	196.20	View chart
Wal-Mart Stores (WMT)	0.5	$6.5M	+6%	52k	124.28	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.5	$6.4M	NEW	125k	51.28	View chart
Eli Lilly & Co. (LLY)	0.4	$6.0M		6.5k	919.82	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$5.9M	+5%	13k	463.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$5.7M		8.00	718140.00	View chart
Honeywell International (HON)	0.4	$5.5M	+10%	24k	226.03	View chart
Johnson & Johnson (JNJ)	0.4	$5.4M	+3%	22k	244.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$5.3M	+8%	68k	77.11	View chart
Advanced Micro Devices (AMD)	0.4	$5.2M	-7%	26k	203.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$5.2M	-4%	15k	337.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$5.0M	+9%	57k	88.16	View chart
Allegion Ord Shs (ALLE)	0.3	$4.8M		33k	145.29	View chart
Bank of America Corporation (BAC)	0.3	$4.5M	+8%	93k	48.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.5M	+3%	79k	56.68	View chart
Chevron Corporation (CVX)	0.3	$4.5M	-4%	22k	206.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$4.5M	-8%	23k	191.81	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$4.5M	+438%	65k	68.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.3M	-5%	141k	30.68	View chart
Boeing Company (BA)	0.3	$4.3M	+20%	22k	199.03	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$4.3M		149k	28.72	View chart
Marathon Petroleum Corp (MPC)	0.3	$4.2M		17k	244.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$4.1M	-4%	11k	367.44	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$4.0M	+6%	35k	114.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.0M	+38%	54k	75.10	View chart
Ishares Msci Japan Etf (EWJ)	0.3	$4.0M	+8%	48k	84.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$4.0M		3.0k	1320.88	View chart
Goldman Sachs (GS)	0.3	$3.8M	+9%	4.5k	845.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.8M	-8%	15k	248.01	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$3.7M	+4%	27k	138.37	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$3.7M	-29%	61k	61.26	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$3.7M	+11%	31k	120.04	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$3.7M	-8%	33k	110.39	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$3.6M	+8%	9.4k	383.38	View chart
Coca-Cola Company (KO)	0.3	$3.6M	+15%	47k	76.05	View chart
Oracle Corporation (ORCL)	0.3	$3.6M	-4%	24k	147.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.4M	-3%	4.9k	697.72	View chart
MercadoLibre (MELI)	0.2	$3.4M	+25%	2.0k	1728.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$3.4M		25k	138.32	View chart
Abbvie (ABBV)	0.2	$3.4M	-6%	16k	217.48	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.4M	+13%	18k	192.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.4M	+36%	41k	82.75	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$3.3M	+3%	94k	35.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$3.3M		18k	184.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.2M	+6%	106k	30.32	View chart
Caterpillar (CAT)	0.2	$3.2M	+5%	4.5k	708.48	View chart
American Express Company (AXP)	0.2	$3.2M	+8%	11k	302.49	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.1M	-3%	64k	49.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$3.1M	+58%	63k	49.40	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$3.1M	-3%	74k	42.31	View chart
Home Depot (HD)	0.2	$3.0M	+2%	9.3k	328.90	View chart
McDonald's Corporation (MCD)	0.2	$3.0M	+15%	9.8k	310.79	View chart
PIMCO Corporate Income Fund (PCN)	0.2	$3.0M		251k	11.90	View chart
Citigroup Com New (C)	0.2	$2.9M	+8%	26k	113.41	View chart
Walt Disney Company (DIS)	0.2	$2.9M	-16%	30k	96.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.9M	+30%	13k	218.75	View chart
Ingersoll Rand (IR)	0.2	$2.9M		36k	80.12	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$2.8M	-28%	98k	28.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.8M	-7%	26k	110.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$2.8M	+10%	26k	108.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$2.8M	-8%	19k	146.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$2.8M	+5%	34k	82.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.8M		7.1k	390.41	View chart
Coinbase Global Com Cl A (COIN)	0.2	$2.8M	+16%	16k	174.61	View chart
Uber Technologies (UBER)	0.2	$2.7M	+11%	38k	71.93	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$2.7M		43k	62.64	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$2.6M	+166%	59k	44.85	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.6M		28k	94.95	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$2.6M	+8%	21k	125.46	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$2.6M	-2%	20k	132.90	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.6M	-4%	33k	79.27	View chart
Palo Alto Networks (PANW)	0.2	$2.6M		16k	160.32	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.2	$2.5M		134k	18.82	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$2.5M	-5%	62k	40.14	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$2.5M	+22%	32k	76.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.5M	+44%	17k	142.43	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$2.5M	-11%	21k	118.62	View chart
Morgan Stanley Com New (MS)	0.2	$2.5M	+2%	15k	164.57	View chart
Shell Spon Ads (SHEL)	0.2	$2.4M		26k	93.00	View chart
At&t (T)	0.2	$2.4M	-34%	82k	28.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.4M		11k	213.67	View chart
Ge Vernova (GEV)	0.2	$2.3M	+12%	2.6k	872.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.3M		5.2k	436.79	View chart
Metalla Rty & Streaming Com New (MTA)	0.2	$2.3M		343k	6.63	View chart
UnitedHealth (UNH)	0.2	$2.3M	+2%	8.4k	270.60	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$2.3M	+24%	95k	23.87	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$2.2M	+32%	89k	25.14	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.2M	-21%	25k	86.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$2.2M	+25%	39k	55.52	View chart
Philip Morris International (PM)	0.2	$2.1M	+26%	13k	165.34	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$2.1M	+28%	54k	39.43	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$2.1M	+37%	58k	35.90	View chart
Ishares Tr Asia 50 Etf (AIA)	0.1	$2.1M	+11%	19k	106.15	View chart
salesforce (CRM)	0.1	$2.0M	+2%	11k	186.67	View chart
Nextera Energy (NEE)	0.1	$2.0M	-5%	22k	92.88	View chart
Procter & Gamble Company (PG)	0.1	$2.0M	+19%	14k	144.44	View chart
Global X Fds Global X Uranium (URA)	0.1	$2.0M	+207%	42k	48.43	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$2.0M	-9%	127k	15.83	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.0M	-9%	40k	50.37	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$2.0M	-38%	96k	20.75	View chart
International Business Machines (IBM)	0.1	$2.0M	+11%	8.1k	242.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.9M	-3%	8.8k	217.24	View chart
Ypf Sociedad Anonima Spon Adr Cl D (YPF)	0.1	$1.9M	-36%	41k	46.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.9M	+9%	3.1k	604.38	View chart
Global X Fds Global X Copper (COPX)	0.1	$1.9M	NEW	25k	76.35	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$1.9M	-6%	73k	25.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.9M		32k	58.54	View chart
Merck & Co (MRK)	0.1	$1.9M	-12%	15k	120.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.8M		29k	64.08	View chart
Vale S A Sponsored Ads (VALE)	0.1	$1.8M		113k	15.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.8M	+9%	16k	113.11	View chart
Annaly Capital Management In Com New (NLY)	0.1	$1.8M	-7%	84k	21.15	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.8M	+22%	19k	93.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.7M		31k	56.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	-7%	34k	49.89	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.7M	-8%	19k	91.77	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.7M	-2%	28k	59.78	View chart
Cisco Systems (CSCO)	0.1	$1.7M		22k	77.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	-41%	3.8k	426.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option	0.1	$1.6M	+4%	2.5k	650.34	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M		3.5k	460.96	View chart
Verizon Communications (VZ)	0.1	$1.6M	-10%	32k	50.20	View chart
Wisdomtree Tr European Opportu (OPPE)	0.1	$1.6M	NEW	29k	53.71	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$1.6M	+36%	34k	46.70	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.6M	+7%	34k	46.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$1.6M	-4%	38k	41.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$1.6M	-2%	39k	40.49	View chart
Pgim Global Short Duration H (GHY)	0.1	$1.6M		134k	11.65	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.5M	+307%	62k	25.15	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.5M	-4%	2.5k	616.76	View chart
ConocoPhillips (COP)	0.1	$1.5M	+30%	12k	132.00	View chart
TJX Companies (TJX)	0.1	$1.5M		9.4k	159.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.5M	-13%	32k	47.68	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$1.5M	+137%	3.7k	404.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	-7%	17k	88.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.5M	+177%	18k	82.57	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.5M	+11%	21k	69.75	View chart
Paypal Holdings (PYPL)	0.1	$1.5M		33k	45.23	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.5M	+9%	83k	17.54	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	-5%	18k	79.61	View chart
Pfizer (PFE)	0.1	$1.4M	+5%	51k	28.08	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$1.4M	+4%	31k	45.56	View chart
Carnival Corp Common Stock (CCL)	0.1	$1.4M	+696%	54k	25.88	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.1	$1.4M	+39%	141k	9.82	View chart
Amgen (AMGN)	0.1	$1.4M	+28%	3.9k	351.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M	-8%	14k	97.13	View chart
Chubb (CB)	0.1	$1.4M	+2%	4.2k	325.96	View chart
Eaton Corp SHS (ETN)	0.1	$1.4M	+11%	3.8k	357.67	View chart
Deere & Company (DE)	0.1	$1.4M	+13%	2.4k	563.25	View chart
Intel Corporation (INTC)	0.1	$1.4M	+33%	31k	44.13	View chart
Lowe's Companies (LOW)	0.1	$1.3M	-3%	5.7k	236.29	View chart
Block Cl A (XYZ)	0.1	$1.3M		22k	60.18	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$1.3M		28k	47.37	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.3M	-8%	10k	130.94	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$1.3M	+14%	44k	29.66	View chart
Pepsi (PEP)	0.1	$1.3M	+17%	8.4k	155.30	View chart
Corning Incorporated (GLW)	0.1	$1.3M	-27%	9.4k	135.97	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	+45%	6.6k	194.13	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.3M	+10%	7.9k	161.73	View chart
Gilead Sciences (GILD)	0.1	$1.3M	+29%	9.1k	139.37	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	+17%	4.4k	283.79	View chart
Abbott Laboratories (ABT)	0.1	$1.2M	-3%	12k	102.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	+20%	5.6k	213.68	View chart
Ishares Msci Chile Etf (ECH)	0.1	$1.2M		30k	39.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M	-15%	17k	67.53	View chart
Servicenow (NOW)	0.1	$1.1M	-3%	11k	104.55	View chart
Astrazeneca Ord (AZN)	0.1	$1.1M	NEW	5.8k	195.33	View chart
3M Company (MMM)	0.1	$1.1M	+30%	7.7k	145.24	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$1.1M	-12%	29k	38.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M	-15%	9.0k	124.31	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	+17%	4.5k	242.61	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$1.1M	+27%	11k	96.29	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$1.1M	+20%	12k	93.29	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$1.1M	+2%	20k	55.16	View chart
Target Corporation (TGT)	0.1	$1.1M	-6%	8.9k	121.21	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.1M	-8%	2.2k	491.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.1M	+26%	12k	90.53	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$1.1M	+15%	23k	46.40	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.1M	-30%	13k	79.56	View chart
Applied Materials (AMAT)	0.1	$1.0M	+2%	3.1k	341.79	View chart
Blackrock (BLK)	0.1	$1.0M	+3%	1.1k	961.89	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$1.0M	+40%	13k	78.98	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.0M	-5%	2.1k	484.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.0M	-26%	15k	68.28	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$994k	-45%	21k	46.91	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$987k	+296%	51k	19.30	View chart
Qualcomm (QCOM)	0.1	$982k	-4%	7.6k	128.78	View chart
Invesco Actively Managed Exc Msci Eafe Income (EFAA)	0.1	$982k	+16%	19k	52.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$974k	-12%	29k	33.62	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$971k	NEW	25k	39.48	View chart
Medtronic SHS (MDT)	0.1	$970k		11k	86.65	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$967k		7.8k	124.81	View chart
O'reilly Automotive (ORLY)	0.1	$936k	-18%	10k	92.31	View chart
Air Products & Chemicals (APD)	0.1	$932k	-11%	3.2k	290.48	View chart
Novartis Sponsored Adr (NVS)	0.1	$931k	+16%	6.1k	152.75	View chart
Vistra Energy (VST)	0.1	$923k	+14%	6.1k	150.34	View chart
McKesson Corporation (MCK)	0.1	$913k	+32%	1.1k	864.96	View chart
Starbucks Corporation (SBUX)	0.1	$909k	-11%	10k	89.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$906k	+4%	4.3k	211.15	View chart
Arista Networks Com Shs (ANET)	0.1	$904k	-4%	7.4k	122.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$904k		3.8k	237.61	View chart
Chipotle Mexican Grill (CMG)	0.1	$904k	-3%	28k	32.01	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$901k	+115%	19k	46.84	View chart
Ishares Tr Nasdaq Top 30 (QTOP)	0.1	$898k		30k	29.94	View chart
BP Sponsored Adr (BP)	0.1	$881k	-8%	19k	47.00	View chart
Grupo Financiero Galicia Sponsored Adr (GGAL)	0.1	$867k	-21%	19k	46.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$866k	-6%	8.9k	97.23	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$854k		33k	25.55	View chart
Intuit (INTU)	0.1	$854k	-3%	2.0k	432.39	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$845k	+173%	18k	48.02	View chart
Johnson Controls Internation SHS (JCI)	0.1	$845k	+2%	6.5k	130.95	View chart
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)	0.1	$841k	-60%	11k	75.47	View chart
Freeport Mcmoran CL B (FCX)	0.1	$839k	+19%	14k	58.78	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$835k		5.9k	142.19	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$834k	-20%	2.5k	328.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$832k	+36%	9.0k	92.69	View chart
Snowflake Com Shs (SNOW)	0.1	$826k	+24%	5.5k	150.83	View chart

Past Filings by Insigneo Advisory Services

SEC 13F filings are viewable for Insigneo Advisory Services going back to 2022

Insigneo Advisory Services 2026 Q1 filed May 12, 2026
Insigneo Advisory Services 2025 Q4 filed Feb. 12, 2026
Insigneo Advisory Services 2025 Q3 filed Nov. 12, 2025
Insigneo Advisory Services 2025 Q2 filed Aug. 12, 2025
Insigneo Advisory Services 2025 Q1 filed April 18, 2025
Insigneo Advisory Services 2024 Q4 filed Feb. 13, 2025
Insigneo Advisory Services 2024 Q3 filed Nov. 15, 2024
Insigneo Advisory Services 2024 Q2 filed Aug. 14, 2024
Insigneo Advisory Services 2024 Q1 filed May 15, 2024
Insigneo Advisory Services 2023 Q4 filed Feb. 14, 2024
Insigneo Advisory Services 2023 Q3 filed Nov. 14, 2023
Insigneo Advisory Services 2023 Q2 filed Aug. 14, 2023
Insigneo Advisory Services 2023 Q1 filed May 11, 2023
Insigneo Advisory Services 2022 Q4 filed Feb. 13, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z