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0001964958-23-000005
INSIGNEO ADVISORY SERVICES, LLC
Total Value: $491,269,755
Total Holdings: 388
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
APPLE INCCOM37833100$45,625,502266,489SOLE
SPDR S&P 500 ETF TrustUT SER 178462F103$24,719,41857,610SOLE
MICROSOFT CORPCOM594918104$21,392,43067,751SOLE
AMAZON COM INCCOM23135106$18,818,213148,035SOLE
INVESCO QQQ TRUNIT SER 146090E103$13,380,32537,289SOLE
ALPHABET INCCAP STK CL A02079K305$11,066,83084,570SOLE
BERKSHIRE HATHAWAY INC DELCL B84670702$9,696,30927,680SOLE
TESLA INCCOM88160R101$8,645,65834,552SOLE
META PLATFORMS INCCL A30303M102$8,434,10028,094SOLE
NVIDIA CORPORATIONCOM67066G104$8,131,18518,693SOLE
ISHARES INCMSCI EMG MKT ETF464287234$7,227,326190,443SOLE
ALPHABET INCCAP STK CL C02079K107$5,765,40543,727SOLE
ISHARES INCRUSSELL 2000 ETF464287655$5,715,69632,189SOLE
BERKSHIRE HATHAWAY INC DELCL A84670108$5,314,77010SOLE
JPMORGAN CHASE & COCOM46625H100$5,047,42134,805SOLE
VISA INCCOM92826C839$4,290,71918,654SOLE
HONEYWELL INTL INCCOM438516106$4,195,07622,708SOLE
VANGUARD INDEX FDSVALUE ETF922908744$3,946,23328,610SOLE
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V408$3,693,610238,862SOLE
VANGUARD WORLD FDSS&P 500 ETF SHS922908363$3,446,8198,744SOLE
DISNEY WALT COCOM254687106$3,438,36442,423SOLE
SELECT SECTOR SPDR TRFINANCIAL81369Y605$3,409,710102,795SOLE
BLACKSTONE INCCOM09260D107$3,365,20031,409SOLE
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107$3,306,8947,217SOLE
HOME DEPOT INCCOM437076102$3,282,24910,863SOLE
VANGUARD WORLD FDSTOTAL STK MKT922908769$3,271,36615,401SOLE
JOHNSON & JOHNSONCOM478160104$3,100,74919,909SOLE
MASTERCARD INCORPORATEDCL A57636Q104$3,021,2017,631SOLE
MARATHON PETE CORPCOM56585A102$2,967,62619,609SOLE
MERCADOLIBRE INCCOM58733R102$2,954,7402,330SOLE
EXXON MOBIL CORPCOM30231G102$2,827,09324,044SOLE
CHEVRON CORP NEWCOM166764100$2,794,95916,575SOLE
WALMART INCCOM931142103$2,666,83316,675SOLE
ISHARES INCMSCI JPN ETF NEW46434G822$2,648,90143,936SOLE
UNITEDHEALTH GROUP INCCOM91324P102$2,639,8685,236SOLE
ISHARES INCMSCI USA VALUE46432F388$2,572,96528,150SOLE
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357$2,469,53817,429SOLE
ABBVIE INCCOM00287Y109$2,415,73916,206SOLE
COSTCO WHSL CORP NEWCOM22160K105$2,409,5644,265SOLE
NETFLIX INCCOM64110L106$2,406,4456,373SOLE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102$2,395,75927,620SOLE
ISHARES INCCORE MSCI EURO46434V738$2,379,45947,915SOLE
VANGUARD WORLD FDSMCAP VL IDXVIP922908512$2,357,28018,000SOLE
COCA COLA COCOM191216100$2,354,21341,683SOLE
SALESFORCE INCCOM79466L302$2,232,20211,008SOLE
MERCK & CO INCCOM58933Y105$2,104,94020,302SOLE
INGERSOLL RAND INCCOM45687V106$2,084,28132,710SOLE
VANGUARD WORLD FDSREAL ESTATE ETF922908553$2,014,80126,441SOLE
PFIZER INCCOM717081103$1,974,55659,528SOLE
SPDR DOW JONES INDL AVERAGECOM78467X109$1,955,7515,821SOLE
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