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INSIGNEO ADVISORY SERVICES, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,668,752,709
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $150,889,545
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $127,493,101
- NVIDIA CORPORATION · COM · 67066G104 · shares: $103,805,973
- AMAZON COM INC · COM · 023135106 · shares: $85,879,244
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $77,865,701
- MICROSOFT CORP · COM · 594918104 · shares: $74,826,149
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $70,604,585
- META PLATFORMS INC · CL A · 30303M102 · shares: $65,175,909
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $61,299,729
- BROADCOM INC · COM · 11135F101 · shares: $49,439,150
Reported holdings
1,105 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| WESCO INTL INC | COM | 95082P105 | — | 879 shares | $303,633 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 | — | 7,269 shares | $301,988 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | — | 3,238 shares | $301,933 |
| LENNAR CORP | CL A | 526057104 | — | 3,333 shares | $301,617 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | — | 4,797 shares | $300,436 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | — | 3,935 shares | $300,162 |
| FIRST TR EXCHNG TRADED FD VI | FT VE NA 100 CO | 33740U448 | — | 12,828 shares | $299,726 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 6,341 shares | $298,281 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | 46138G615 | — | 2,650 shares | $297,065 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 2,526 shares | $295,694 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 3,197 shares | $294,988 |
| NEWMONT CORP | COM | 651639106 | — | 3,149 shares | $294,116 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTE | 33740F656 | — | 10,636 shares | $292,968 |
| MCKESSON CORP | COM | 58155Q103 | — | 387 shares | $292,417 |
| LITHIUM ARGENTINA AG | COM SHS | H5012F103 | — | 35,070 shares | $290,029 |
| CSX CORP | COM | 126408103 | — | 6,086 shares | $289,268 |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | — | 8,540 shares | $288,310 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | — | 1,010 shares | $287,820 |
| HASBRO INC | COM | 418056107 | — | 3,472 shares | $286,752 |
| ATAIBECKLEY INC | COM SHS | 04650F101 | — | 54,330 shares | $286,319 |
| FIDELITY COVINGTON TRUST | ENHANCED SML CAP | 31609A206 | — | 5,900 shares | $284,911 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 | — | 22,192 shares | $284,063 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 2,275 shares | $283,137 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 1,656 shares | $281,752 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | — | 4,201 shares | $281,509 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 1,294 shares | $280,280 |
| AMETEK INC | COM | 031100100 | — | 1,151 shares | $278,473 |
| CAMECO CORP | COM | 13321L108 | — | 2,725 shares | $277,569 |
| SEMPRA | COM | 816851109 | — | 2,986 shares | $276,832 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 | — | 25,317 shares | $276,462 |
| WP CAREY INC | COM | 92936U109 | — | 3,846 shares | $274,989 |
| ISHARES INC | MSCI EM ASIA ETF | 464286426 | — | 2,349 shares | $274,739 |
| INTUIT | COM | 461202103 | — | 1,051 shares | $274,326 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 3,084 shares | $274,045 |
| SANOFI SA | SPONSORED ADR | 80105N105 | — | 6,418 shares | $273,792 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | — | 9,973 shares | $272,562 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | — | 13,174 shares | $270,857 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | — | 5,893 shares | $269,321 |
| ISHARES TR | NASDAQ-100 EX | 46438G554 | — | 8,506 shares | $268,197 |
| UNITED STS NAT GAS FD LP | UNIT PAR | 912318409 | — | 22,859 shares | $267,907 |
| OKLO INC | COM CL A | 02156V109 | — | 5,076 shares | $265,627 |
| ARCHROCK INC | COM | 03957W106 | — | 6,504 shares | $264,778 |
| ATAIBECKLEY INC | COM SHS | 04650F101 | — | 49,922 shares | $263,089 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,394 shares | $262,742 |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | — | 6,497 shares | $262,544 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 382 shares | $262,362 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 5,172 shares | $262,014 |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | — | 5,222 shares | $260,369 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 3,528 shares | $259,872 |
| AON PLC | SHS CL A | G0403H108 | — | 783 shares | $259,713 |
| ASTERA LABS INC | COM | 04626A103 | — | 535 shares | $258,416 |
| WORKDAY INC | CL A | 98138H101 | — | 2,105 shares | $257,713 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 4,765 shares | $255,794 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 665 shares | $255,533 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 2,315 shares | $254,997 |
| FIRST TR EXCHANGE-TRADED FD | INDXX NEXTG ETF | 33737K205 | — | 1,660 shares | $254,547 |
| MKS INC. | COM | 55306N104 | — | 571 shares | $253,981 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 5,760 shares | $253,621 |
| AMERANT BANCORP INC | CL A | 023576101 | — | 9,883 shares | $252,214 |
| BXP INC | COM | 101121101 | — | 3,803 shares | $252,177 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 4,916 shares | $250,962 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 1,008 shares | $250,522 |
| COHERENT CORP | COM | 19247G107 | — | 635 shares | $250,488 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 1,386 shares | $248,898 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 9,386 shares | $248,729 |
| BANCO DE CHILE | SPONSORED ADS | 059520106 | — | 6,255 shares | $248,699 |
| ASSURANT INC | COM | 04621X108 | — | 926 shares | $248,659 |
| OMNICOM GROUP INC | COM | 681919106 | — | 3,409 shares | $248,277 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 3,463 shares | $247,951 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 879 shares | $247,025 |
| MSCI INC | COM | 55354G100 | — | 441 shares | $246,978 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 12,311 shares | $246,959 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 4,268 shares | $246,861 |
| STARWOOD PPTY TR INC | COM | 85571B105 | — | 15,050 shares | $246,519 |
| TEMPUS AI INC | CL A | 88023B103 | — | 4,251 shares | $246,260 |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | 78467V848 | — | 6,233 shares | $246,017 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 78,329 shares | $245,953 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 1,071 shares | $245,869 |
| GRUPO SUPERVIELLE S.A. | SPONSORED ADR | 40054A108 | — | 25,430 shares | $245,654 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 4,934 shares | $245,594 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 33740F557 | — | 7,251 shares | $244,982 |
| BITWISE FUNDS TRUST | CRYPTO INDUSTRY | 09175C103 | — | 9,997 shares | $244,927 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 3,307 shares | $242,568 |
| WISDOMTREE TR | INTL QULTY DIV | 97717X131 | — | 5,628 shares | $242,454 |
| REDDIT INC | CL A | 75734B100 | — | 1,393 shares | $241,797 |
| EVERPURE INC | CL A | 74624M102 | — | 3,062 shares | $241,255 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 1,954 shares | $240,557 |
| ISHARES TR | US SML CAP EQT | 46434V290 | — | 2,685 shares | $239,341 |
| FIRST TR EXCHANGE-TRADED FD | BLOOMBERG AI ETF | 33734X739 | — | 4,384 shares | $238,490 |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | — | 6,345 shares | $238,445 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 2,504 shares | $238,105 |
| SPROTT FDS TR | SILVER MINERS | 85208P873 | — | 4,738 shares | $237,800 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 1,281 shares | $237,164 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST QUAR ETF | 33740U463 | — | 6,900 shares | $236,049 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 1,500 shares | $235,545 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 2,614 shares | $235,521 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 9,212 shares | $234,353 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 1,096 shares | $232,297 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F714 | — | 4,700 shares | $231,616 |
| SPINNAKER ETF SERIES | SELE STO EUR ETF | 84858T772 | — | 5,481 shares | $231,189 |