Insigneo Advisory Services, LLC Top Holdings and 13F Report (2025) About Insigneo Advisory Services, LLCInvestment ActivityInsigneo Advisory Services, LLC has $1.16 billion in total holdings as of June 30, 2025.Insigneo Advisory Services, LLC owns shares of 678 different stocks, but just 148 companies or ETFs make up 80% of its holdings.Approximately 10.93% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Insigneo Advisory Services, LLC has purchased 634 new stocks and bought additional shares in 310 stocks.Insigneo Advisory Services, LLC sold shares of 190 stocks and completely divested from 42 stocks this quarter.Largest Holdings Apple $77,728,302NVIDIA $55,183,877SPDR S&P 500 ETF Trust $49,953,912Amazon.com $46,103,506Microsoft $44,660,111 Largest New Holdings this Quarter 59124U605 - METALLA RTY & STREAMING LTD $1,370,991 Holding74255Y888 - Principal Spectrum Preferred Securities Active ETF $672,183 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $656,297 Holding46436E379 - iShares iBonds 2029 Term High Yield and Income ETF $632,547 Holding18452B209 - Cleanspark $590,392 Holding Largest Purchases this Quarter MSCI 20,492 shares (about $11.82M)NVIDIA 71,382 shares (about $11.28M)SPDR S&P 500 ETF Trust 6,758 shares (about $4.18M)Amazon.com 18,015 shares (about $3.95M)iShares Floating Rate Bond ETF 71,545 shares (about $3.65M) Largest Sales this Quarter SPDR S&P MidCap 400 ETF Trust 1,401 shares (about $793.64K)Financial Select Sector SPDR Fund 14,058 shares (about $736.22K)VanEck Gold Miners ETF 12,445 shares (about $647.89K)iShares Robotics and Artificial Intelligence Multisector ETF 15,509 shares (about $635.87K)Vanguard Value ETF 3,029 shares (about $535.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsigneo Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$77,728,302$1,534,878 ▲2.0%378,8486.7%Computer and TechnologyNVDANVIDIA$55,183,877$11,277,647 ▲25.7%349,2874.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$49,953,912$4,175,440 ▲9.1%80,8514.3%FinanceAMZNAmazon.com$46,103,506$3,952,312 ▲9.4%210,1444.0%Retail/WholesaleMSFTMicrosoft$44,660,111$2,887,972 ▲6.9%89,7853.8%Computer and TechnologyBRK.BBerkshire Hathaway$31,900,516$1,270,774 ▲4.1%65,6702.7%FinanceTTTrane Technologies$31,217,332$27,994 ▼-0.1%71,3692.7%ConstructionMETAMeta Platforms$29,925,295$2,436,449 ▲8.9%40,5442.6%Computer and TechnologyGLDSPDR Gold Shares$23,053,378$2,597,456 ▲12.7%75,6272.0%FinanceQQQInvesco QQQ$22,661,065$2,534,262 ▲12.6%41,0791.9%FinanceGOOGLAlphabet$21,426,427$2,130,448 ▲11.0%121,5821.8%Computer and TechnologyTSLATesla$15,750,288$1,215,373 ▲8.4%49,5821.4%Auto/Tires/TrucksSLViShares Silver Trust$12,793,669$151,188 ▼-1.2%389,9321.1%ETFVOOVanguard S&P 500 ETF$12,225,616$988,365 ▲8.8%21,5231.1%ETFMSCIMSCI$12,204,741$11,818,333 ▲3,058.5%21,1621.0%FinanceNFLXNetflix$10,947,587$869,111 ▲8.6%8,1750.9%Consumer DiscretionaryGOOGAlphabet$10,388,277$1,026,375 ▲11.0%58,5620.9%Computer and TechnologyJPMJPMorgan Chase & Co.$9,857,129$521,253 ▲5.6%34,0010.8%FinanceISHARES BITCOIN TRUST ETF$9,295,473$1,884,533 ▲25.4%151,8620.8%SHS BEN INTIVViShares Core S&P 500 ETF$9,060,339$1,059,896 ▲13.2%14,5920.8%ETFVVisa$8,886,737$113,614 ▲1.3%25,0300.8%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$8,618,006$549,041 ▲6.8%47,4190.7%ETFAVGOBroadcom$7,577,756$141,962 ▲1.9%27,4900.7%Computer and TechnologyMAMastercard$7,019,443$582,753 ▲9.1%12,4910.6%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$7,019,264$39,283 ▲0.6%70,7590.6%FinanceBRK.ABerkshire Hathaway$6,559,2000.0%90.6%FinanceJEPIJPMorgan Equity Premium Income ETF$6,329,159$1,912,829 ▲43.3%111,3310.5%ETFVTVVanguard Value ETF$5,728,184$535,349 ▼-8.5%32,4100.5%ETFMELIMercadoLibre$5,687,149$650,781 ▲12.9%2,1760.5%Retail/WholesaleWMTWalmart$5,386,535$195,757 ▲3.8%55,0880.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$5,366,100$521,833 ▲10.8%39,3640.5%CL AHONHoneywell International$5,239,800$34,699 ▼-0.7%22,5000.5%Multi-Sector ConglomeratesCOSTCostco Wholesale$5,239,776$115,824 ▼-2.2%5,2930.5%Retail/WholesaleXOMExxon Mobil$5,215,580$236,082 ▲4.7%48,3820.4%EnergyVTIVanguard Total Stock Market ETF$5,170,206$54,100 ▲1.1%17,0110.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$5,089,427$240,591 ▲5.0%11,5500.4%FinanceDISWalt Disney$5,056,790$246,534 ▼-4.6%40,7770.4%Consumer DiscretionaryBXBlackstone$4,877,204$87,803 ▼-1.8%32,6060.4%FinanceALLEAllegion$4,721,227$22,339 ▲0.5%32,7590.4%IndustrialsLLYEli Lilly and Company$4,625,542$264,250 ▼-5.4%5,9340.4%MedicalSCHDSchwab US Dividend Equity ETF$4,595,603$44,917 ▼-1.0%173,4190.4%ETFFLOTiShares Floating Rate Bond ETF$4,564,555$3,650,226 ▲399.2%89,4660.4%ETFORCLOracle$4,526,019$83,078 ▼-1.8%20,7020.4%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$4,226,334$366,170 ▲9.5%11,5420.4%ETFBACBank of America$4,160,835$388,449 ▲10.3%87,9300.4%FinanceAMPLIFY ETF TR$4,080,508$50,290 ▼-1.2%275,7100.4%AMPLIFY JUNIOR STLTiShares 20+ Year Treasury Bond ETF$4,054,655$1,647,808 ▲68.5%45,9450.3%ETFIWMiShares Russell 2000 ETF$4,051,129$172,636 ▼-4.1%18,7730.3%FinanceYPFYPF Sociedad Anonima$4,041,388$1,094,523 ▲37.1%128,5020.3%EnergySHViShares Short Treasury Bond ETF$3,842,395$1,325 ▲0.0%34,7980.3%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,777,165$23,131 ▲0.6%129,0020.3%ManufacturingJAAAJanus Henderson AAA CLO ETF$3,757,718$259,027 ▲7.4%74,0440.3%ETFVGTVanguard Information Technology ETF$3,741,010$45,104 ▲1.2%5,6400.3%ETFPANWPalo Alto Networks$3,663,568$90,039 ▲2.5%17,9030.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$3,599,431$86,155 ▲2.5%52,0980.3%ETFKOCocaCola$3,494,252$216,918 ▲6.6%49,3890.3%Consumer StaplesTIPiShares TIPS Bond ETF$3,422,520$511,788 ▲17.6%31,1030.3%ETFXLFFinancial Select Sector SPDR Fund$3,382,444$736,222 ▼-17.9%64,5870.3%ETFXLKTechnology Select Sector SPDR Fund$3,381,175$228,163 ▼-6.3%13,3520.3%ETFXLEEnergy Select Sector SPDR Fund$3,367,430$1,174,182 ▲53.5%39,7060.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,359,781$290,418 ▲9.5%77,8810.3%ETFSHOPShopify$3,342,405$71,633 ▼-2.1%28,9760.3%Computer and TechnologyCRWDCrowdStrike$3,341,401$1,528 ▼0.0%6,5610.3%Computer and TechnologyBABAAlibaba Group$3,263,069$607,204 ▲22.9%28,7720.3%Retail/WholesaleJNJJohnson & Johnson$3,229,354$79,432 ▼-2.4%21,1410.3%MedicalCVXChevron$3,227,258$501,315 ▲18.4%22,5380.3%EnergyTSMTaiwan Semiconductor Manufacturing$3,190,966$100,333 ▲3.2%14,0890.3%Computer and TechnologyPCNPIMCO Corporate & Income Strategy Fund$3,181,383$25,380 ▲0.8%250,7000.3%Financial ServicesAMDAdvanced Micro Devices$3,156,849$70,666 ▼-2.2%22,2470.3%Computer and TechnologyCRMSalesforce$3,124,618$182,967 ▼-5.5%11,4590.3%Computer and TechnologyVTVanguard Total World Stock ETF$3,118,666$21,848 ▲0.7%24,2660.3%ETFHDHome Depot$3,091,961$124,661 ▼-3.9%8,4330.3%Retail/WholesaleABBVAbbVie$3,044,556$545,726 ▲21.8%16,4020.3%MedicalAXPAmerican Express$3,001,358$325,368 ▼-9.8%9,4090.3%FinanceDBCInvesco DB Commodity Index Tracking Fund$2,973,466$36,728 ▼-1.2%136,3350.3%FinanceIRIngersoll Rand$2,969,609$207,368 ▲7.5%35,7010.3%IndustrialsVOEVanguard Mid-Cap Value ETF$2,960,280$28,616 ▼-1.0%18,0000.3%ETFGSThe Goldman Sachs Group$2,901,902$38,220 ▲1.3%4,1000.2%FinanceMPCMarathon Petroleum$2,870,879$17,608 ▲0.6%17,2830.2%EnergyUBERUber Technologies$2,848,211$441,595 ▲18.3%30,5270.2%Computer and TechnologyFXIiShares China Large-Cap ETF$2,786,397$329,037 ▲13.4%75,8000.2%ETFGDXJVanEck Junior Gold Miners ETF$2,666,146$117,201 ▼-4.2%39,4460.2%ETFEWJiShares MSCI Japan ETF$2,657,986$113,430 ▲4.5%35,4540.2%ETFBABoeing$2,650,961$866,822 ▲48.6%12,6520.2%AerospaceSPROTT PHYSICAL GOLD TR$2,637,693$74,808 ▲2.9%104,0510.2%UNITSMHVanEck Semiconductor ETF$2,543,107$161,750 ▲6.8%9,1190.2%ManufacturingVEUVanguard FTSE All-World ex-US ETF$2,533,914$55,792 ▲2.3%37,6960.2%ETFVGKVanguard FTSE Europe ETF$2,520,768$211,033 ▼-7.7%32,5260.2%ETFUNHUnitedHealth Group$2,507,196$662,596 ▲35.9%8,0370.2%MedicalASMLASML$2,501,203$700,433 ▲38.9%3,1210.2%Computer and TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$2,494,294$223,729 ▲9.9%199,3840.2%EnergyVISTVista Energy$2,491,236$389,460 ▼-13.5%52,1070.2%EnergyPFFiShares Preferred and Income Securities ETF$2,428,314$36,877 ▼-1.5%79,1500.2%ETFNOWServiceNow$2,380,434$453,465 ▲23.5%2,3150.2%Computer and TechnologyCCitigroup$2,354,571$23,067 ▼-1.0%27,6620.2%Financial ServicesMCDMcDonald's$2,317,122$21,036 ▲0.9%7,9310.2%Retail/WholesaleACWIiShares MSCI ACWI ETF$2,310,299$298,995 ▲14.9%17,9650.2%ManufacturingXLVHealth Care Select Sector SPDR Fund$2,307,317$163,903 ▼-6.6%17,1180.2%ETFAGROAdecoagro$2,304,880$1,440,967 ▲166.8%252,1750.2%Consumer StaplesIAUiShares Gold Trust$2,302,331$142,867 ▼-5.8%36,9200.2%FinanceShowing largest 100 holdings. 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