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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) |
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | SHOR DU YIEL ETF | 00039J830 | — | 6,461 shares | $230,755 |
| BLACKROCK HEALTH SCIENCES TE | COM SHS | 09260E105 | — | 14,988 shares | $230,061 |
| BLACKROCK CAP ALLOCATION TER | COM | 09260U109 | — | 14,415 shares | $229,631 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 587 shares | $228,996 |
| ARK ETF TR | GENOMIC REV ETF | 00214Q302 | — | 5,443 shares | $228,933 |
| STATE STR CORP | COM | 857477103 | — | 1,347 shares | $228,451 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 | — | 2,322 shares | $228,438 |
| EAST WEST BANCORP INC | COM | 27579R104 | — | 1,762 shares | $227,457 |
| TIDAL TRUST II | YIEL MAGN 7 ETFS | 88636J642 | — | 19,698 shares | $226,330 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 603 shares | $226,318 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 2,356 shares | $225,775 |
| GE VERNOVA INC | COM | 36828A101 | — | 192 shares | $225,573 |
| CME GROUP INC | COM | 12572Q105 | — | 1,020 shares | $225,317 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 5,582 shares | $224,006 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 4,758 shares | $222,722 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | — | 21,221 shares | $222,608 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 2,809 shares | $221,771 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | — | 5,844 shares | $221,721 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 836 shares | $221,306 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740U513 | — | 8,816 shares | $221,193 |
| ISHARES U S ETF TR | SHOR MAT MUN ETF | 46431W838 | — | 4,380 shares | $220,677 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 658 shares | $220,311 |
| PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | — | 18,301 shares | $220,161 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 2,288 shares | $219,603 |
| HF SINCLAIR CORP | COM | 403949100 | — | 3,152 shares | $219,537 |
| CAPITAL GRP FIXED INCM ETF T | MUN HIGH ETF | 14020Y805 | — | 8,473 shares | $219,027 |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 12811P108 | — | 16,033 shares | $218,369 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 1,606 shares | $217,883 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 730 shares | $217,460 |
| FEDERATED HERMES INC | CL B | 314211103 | — | 3,938 shares | $217,456 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,863 shares | $217,356 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U661 | — | 4,992 shares | $217,102 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | — | 1,073 shares | $216,006 |
| COLUMBIA SELIGM PREM TECH GR | COM | 19842X109 | — | 4,000 shares | $215,480 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 6,202 shares | $215,023 |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 003260106 | — | 15,120 shares | $213,646 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 | — | 14,183 shares | $213,170 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 1,995 shares | $212,707 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 | — | 3,561 shares | $212,022 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 | — | 1,749 shares | $211,122 |
| DOUBLELINE INCOME SOLUTIONS | COM | 258622109 | — | 19,088 shares | $211,113 |
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 | — | 16,188 shares | $210,606 |
| ALEXANDERS INC | COM | 014752109 | — | 760 shares | $209,426 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 7,838 shares | $208,961 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 11,073 shares | $208,947 |
| IAMGOLD CORP | COM | 450913108 | — | 13,181 shares | $208,787 |
| ISHARES TR | MORTGE REL ETF | 46435G342 | — | 9,467 shares | $208,747 |
| CRANE COMPANY | COMMON STOCK | 224408104 | — | 933 shares | $208,124 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 9,136 shares | $208,118 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | — | 2,805 shares | $207,682 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,217 shares | $206,744 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | — | 9,000 shares | $206,595 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 4,380 shares | $205,532 |
| BOSTON OMAHA CORP | CL A COM STK | 101044105 | — | 15,040 shares | $205,146 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | — | 2,276 shares | $204,863 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 720 shares | $204,330 |
| RPM INTL INC | COM | 749685103 | — | 1,838 shares | $204,294 |
| DOW HLDGS INC | COM | 260557103 | — | 7,447 shares | $203,750 |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | 46138E297 | — | 7,326 shares | $203,663 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 1,743 shares | $203,477 |
| PAMPA ENERGIA SA | SPONS ADR LVL I | 697660207 | — | 2,476 shares | $203,354 |
| YORK SPACE SYSTEMS INC | COM | 987084100 | — | 8,250 shares | $203,115 |
| INTELLIA THERAPEUTICS INC | COM | 45826J105 | — | 12,000 shares | $203,040 |
| FERRARI N V | COM | N3167Y103 | — | 547 shares | $202,889 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U687 | — | 4,849 shares | $202,664 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | — | 3,597 shares | $202,151 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | — | 7,065 shares | $202,130 |
| FIDELITY COVINGTON TRUST | FUN SMA MID ETF | 316092295 | — | 5,280 shares | $201,749 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 4,407 shares | $201,532 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 6,713 shares | $201,447 |
| GENERAC HLDGS INC | COM | 368736104 | — | 685 shares | $200,575 |
| TIDAL TRUST II | YIEL SE PORT ETF | 88636R693 | — | 2,270 shares | $200,078 |
| REDWIRE CORPORATION | COM | 75776W103 | — | 16,092 shares | $196,805 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,150 shares | $196,489 |
| PUTNAM ETF TRUST | FRAN MU HI YI ET | 746729789 | — | 16,312 shares | $193,787 |
| SYNOPSYS INC | COM | 871607107 | — | 430 shares | $191,810 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 12,134 shares | $191,111 |
| GAMCO GLOBAL GOLD NAT RES & | COM SH BEN INT | 36465A109 | — | 39,332 shares | $190,367 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 10,307 shares | $189,958 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 137 shares | $189,383 |
| EQUINIX INC | COM | 29444U700 | — | 181 shares | $188,672 |
| SELLAS LIFE SCIENCES GROUP I | COM NEW | 81642T209 | — | 12,562 shares | $185,415 |
| STUBHUB HLDGS INC | CL A | 86384P109 | — | 14,285 shares | $183,848 |
| BIT DIGITAL INC | SHS | G1144A105 | — | 101,360 shares | $182,448 |
| NUSCALE PWR CORP | CL A COM | 67079K100 | — | 17,745 shares | $177,982 |
| ISHARES INC | JP MRG EM CRP BD | 464286251 | — | 3,884 shares | $177,304 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 2,129 shares | $175,962 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | — | 4,350 shares | $175,001 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 | — | 6,699 shares | $174,509 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | — | 3,558 shares | $172,029 |
| HERBALIFE LTD | COM SHS | G4412G101 | — | 12,534 shares | $164,822 |
| HERBALIFE LTD | COM SHS | G4412G101 | — | 12,534 shares | $164,822 |
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 | — | 13,669 shares | $164,034 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | — | 2,197 shares | $162,666 |
| ECOPETROL S A | SPONSORED ADS | 279158109 | — | 11,376 shares | $161,994 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | — | 10,845 shares | $161,374 |
| NIO INC | SPON ADS | 62914V106 | — | 31,487 shares | $159,324 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 574 shares | $158,522 |
| JBS N.V. | CL A SHS | N4732M103 | — | 13,270 shares | $157,250 |
| LITHIUM AMERS CORP NEW | COM SHS | 53681J103 | — | 40,170 shares | $154,655 |