Insigneo Advisory Services, LLC Top Holdings and 13F Report (2026)

About Insigneo Advisory Services, LLC

Investment Activity

Insigneo Advisory Services, LLC has $2.67 billion in total holdings as of June 30, 2026.
Insigneo Advisory Services, LLC owns shares of 884 different stocks, but just 135 companies or ETFs make up 80% of its holdings.
Approximately 43.65% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, Insigneo Advisory Services, LLC has purchased 745 new stocks and bought additional shares in 428 stocks.
Insigneo Advisory Services, LLC sold shares of 160 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Apple: $150,889,545
SPDR S&P 500 ETF Trust: $127,493,101
NVIDIA: $103,805,973
Amazon.com: $85,879,244
Alphabet: $77,865,701

Largest New Holdings this Quarter

46137V498 - Invesco S&P SmallCap Momentum ETF: $12,704,842 Holding
37954Y236 - Global X Data Center & Digital Infrastructure ETF: $5,280,766 Holding
02072L607 - Freedom 100 Emerging Markets ETF: $5,212,715 Holding
88636J600 - Roundhill Generative AI & Technology ETF: $4,906,271 Holding
46641Q761 - JPMorgan U.S. Quality Factor ETF: $4,390,215 Holding

Largest Purchases this Quarter

NVIDIA: 211,300 shares (about $42.28M)
Alphabet: 109,874 shares (about $39.27M)
Apple: 131,560 shares (about $38.07M)
Broadcom: 100,332 shares (about $37.90M)
Meta Platforms: 65,001 shares (about $36.61M)

Largest Sales this Quarter

iShares Silver Trust: 91,289 shares (about $4.88M)
Direxion Daily Semiconductors Bull 3x Shares: 8,063 shares (about $2.15M)
Amplify CWP Enhanced Dividend Income ETF: 45,323 shares (about $2.07M)
iShares Global REIT ETF: 45,185 shares (about $1.25M)
Financial Select Sector SPDR Fund: 19,319 shares (about $1.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$150,889,545	$38,068,171 ▲	33.7%	521,460	5.7%	Technology
SPY SPDR S&P 500 ETF Trust	$127,493,101	$34,549,327 ▲	37.2%	170,726	4.8%	ETF
NVDA NVIDIA	$103,805,973	$42,279,050 ▲	68.7%	518,796	3.9%	Technology
AMZN Amazon.com	$85,879,244	$34,586,510 ▲	67.4%	360,322	3.2%	Consumer Discretionary
GOOGL Alphabet	$77,865,701	$39,265,741 ▲	101.7%	217,885	2.9%	Communication Services
MSFT Microsoft	$74,826,149	$35,274,929 ▲	89.2%	200,596	2.8%	Technology
QQQ Invesco QQQ	$70,604,585	$33,843,484 ▲	92.1%	95,878	2.6%	ETF
META Meta Platforms	$65,175,909	$36,614,344 ▲	128.2%	115,706	2.4%	Communication Services
MU Micron Technology	$61,299,729	$36,499,807 ▲	147.2%	53,106	2.3%	Technology
AVGO Broadcom	$49,439,150	$37,900,402 ▲	328.5%	130,878	1.9%	Technology
GLD SPDR Gold Shares	$49,061,585	$16,876,961 ▲	52.4%	133,182	1.8%	ETF
BRK.B Berkshire Hathaway	$42,818,588	$7,414,316 ▲	20.9%	85,570	1.6%	Finance
AMD Advanced Micro Devices	$42,623,884	$27,710,695 ▲	185.8%	73,374	1.6%	Technology
ASML ASML	$36,023,665	$29,961,694 ▲	494.3%	18,107	1.3%	Technology
TT Trane Technologies	$34,998,126	$156,680 ▼	-0.4%	71,256	1.3%	Industrials
JPM JPMorgan Chase & Co.	$34,053,007	$22,502,880 ▲	194.8%	104,033	1.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$33,453,683	$26,149,271 ▲	358.0%	70,050	1.3%	Technology
LLY Eli Lilly and Company	$31,304,476	$23,449,270 ▲	298.5%	26,099	1.2%	Healthcare
GOOG Alphabet	$30,853,214	$7,673,289 ▲	33.1%	87,321	1.2%	Communication Services
ABBV AbbVie	$29,178,366	$25,266,880 ▲	646.0%	115,953	1.1%	Healthcare
BAC Bank of America	$27,181,906	$21,908,123 ▲	415.4%	477,043	1.0%	Finance
CAT Caterpillar	$27,173,305	$22,343,939 ▲	462.7%	25,517	1.0%	Industrials
NFLX Netflix	$25,345,620	$18,293,734 ▲	259.4%	354,981	0.9%	Communication Services
GS The Goldman Sachs Group	$24,723,251	$20,183,154 ▲	444.6%	24,445	0.9%	Finance
ORCL Oracle	$23,565,138	$20,025,509 ▲	565.8%	160,799	0.9%	Technology
IBM International Business Machines	$23,097,235	$20,819,991 ▲	914.3%	82,135	0.9%	Technology
APH Amphenol	$22,920,757	$21,875,178 ▲	2,092.2%	129,995	0.9%	Technology
DIS Walt Disney	$22,098,182	$19,211,651 ▲	665.6%	229,592	0.8%	Communication Services
BARRICK MNG CORP	$22,038,258	$21,752,660 ▲	7,616.5%	599,497	0.8%	COM SHS
TSLA Tesla	$21,105,918	$2,303,183 ▲	12.2%	50,181	0.8%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$20,100,259	$4,171,800 ▲	26.2%	94,469	0.8%	ETF
NUE Nucor	$19,880,215	$19,587,521 ▲	6,692.2%	89,249	0.7%	Materials
VOO Vanguard S&P 500 ETF	$19,845,580	$2,159,353 ▲	12.2%	28,895	0.7%	ETF
SLV iShares Silver Trust	$16,740,762	$4,881,223 ▼	-22.6%	313,087	0.6%	ETF
IVV iShares Core S&P 500 ETF	$15,326,830	$253,126 ▲	1.7%	20,466	0.6%	ETF
SMH VanEck Semiconductor ETF	$14,984,213	$8,813,047 ▲	142.8%	22,846	0.6%	ETF
NORTHERN LTS FD TR III	$13,712,088	$2,833,379 ▲	26.0%	263,897	0.5%	COUN QUA EQU ETF
PANW Palo Alto Networks	$12,868,179	$7,384,863 ▲	134.7%	37,734	0.5%	Technology
XSMO Invesco S&P SmallCap Momentum ETF	$12,704,842	$12,704,842 ▲	New Holding	135,692	0.5%	ETF
ELEVATION SERIES TRUST	$12,404,056	$2,223,883 ▲	21.8%	364,221	0.5%	CLOU HEDG EQ ETF
ISHARES BITCOIN TRUST ETF	$11,827,304	$3,130,758 ▲	36.0%	355,281	0.4%	SHS BEN INT
EFA iShares MSCI EAFE ETF	$11,216,235	$9,741,866 ▲	660.7%	107,973	0.4%	ETF
AMAT Applied Materials	$10,905,732	$8,684,676 ▲	391.0%	15,084	0.4%	Technology
FIDELITY COVINGTON TRUST	$10,895,935	$3,518,341 ▲	47.7%	184,959	0.4%	FUN LAR COR ETF
QUAL iShares MSCI USA Quality Factor ETF	$10,508,283	$5,405,219 ▲	105.9%	47,889	0.4%	ETF
COST Costco Wholesale	$10,266,835	$2,339,622 ▲	29.5%	10,975	0.4%	Consumer Staples
V Visa	$9,660,506	$1,433,448 ▲	17.4%	28,157	0.4%	Finance
SPROTT ASSET MANAGEMENT LP	$9,348,537	$6,503,264 ▲	228.6%	309,862	0.4%	PHYSICAL GOLD TR
AGG iShares Core U.S. Aggregate Bond ETF	$9,123,467	$162,624 ▼	-1.8%	92,175	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$8,775,932	$537,302 ▲	6.5%	23,716	0.3%	ETF
SPROTT ASSET MANAGEMENT LP	$8,486,625	$1,675,183 ▲	24.6%	449,742	0.3%	PHYSICAL SILVER
AMPLIFY ETF TR	$7,988,388	$149,066 ▲	1.9%	308,194	0.3%	JR SILV MINE ETF
IAU iShares Gold Trust	$7,700,887	$3,388,209 ▲	78.6%	101,985	0.3%	ETF
MA Mastercard	$7,569,123	$407,296 ▲	5.7%	14,737	0.3%	Finance
VTV Vanguard Value ETF	$7,392,117	$119,860 ▲	1.6%	33,920	0.3%	ETF
WALMART INC	$7,388,126	$1,476,674 ▲	25.0%	65,232	0.3%	COM
LAM RESEARCH CORP	$7,361,581	$4,933,143 ▲	203.1%	16,988	0.3%	COM NEW
DIA SPDR Dow Jones Industrial Average ETF Trust	$7,296,744	$612,764 ▲	9.2%	13,968	0.3%	ETF
AXP American Express	$6,968,783	$3,397,798 ▲	95.2%	20,602	0.3%	Finance
XOM ExxonMobil	$6,827,638	$315,549 ▲	4.8%	49,939	0.3%	Energy
PALANTIR TECHNOLOGIES INC	$6,577,971	$1,063,214 ▲	19.3%	56,381	0.2%	CL A
CSCO Cisco Systems	$6,417,523	$3,881,100 ▲	153.0%	54,636	0.2%	Technology
GLW Corning	$6,404,359	$4,006,396 ▲	167.1%	25,073	0.2%	Technology
EWJ iShares MSCI Japan ETF	$6,367,835	$1,909,800 ▲	42.8%	68,273	0.2%	ETF
CRWD CrowdStrike	$6,338,641	$905,847 ▲	16.7%	8,306	0.2%	Technology
VXUS Vanguard Total International Stock ETF	$6,276,509	$444,292 ▲	7.6%	73,418	0.2%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$6,241,913	$1,288,310 ▲	26.0%	82,012	0.2%	ETF
BRK.A Berkshire Hathaway	$5,990,800		0.0%	8	0.2%	Finance
JNJ Johnson & Johnson	$5,734,609	$174,730 ▲	3.1%	22,580	0.2%	Healthcare
CIBR First Trust Nasdaq Cybersecurity ETF	$5,498,642	$4,330,771 ▲	370.8%	61,198	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$5,416,016	$3,248,977 ▲	149.9%	39,381	0.2%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,414,321	$2,049,060 ▲	60.9%	65,509	0.2%	ETF
VGT Vanguard Information Technology ETF	$5,371,229	$4,784,147 ▲	814.9%	44,940	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$5,323,576	$848,307 ▲	19.0%	167,883	0.2%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$5,312,454	$2,192,219 ▲	70.3%	125,264	0.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$5,292,385	$805,854 ▲	18.0%	93,704	0.2%	ETF
VPN Global X Data Center & Digital Infrastructure ETF	$5,280,766	$5,280,766 ▲	New Holding	173,881	0.2%	ETF
AMGN Amgen	$5,264,569	$3,843,592 ▲	270.5%	14,538	0.2%	Healthcare
FRDM Freedom 100 Emerging Markets ETF	$5,212,715	$5,212,715 ▲	New Holding	71,505	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$5,208,547	$2,358,957 ▲	82.8%	59,269	0.2%	ETF
ETF SER SOLUTIONS	$5,128,283	$4,689,198 ▲	1,067.9%	31,009	0.2%	DEFIA QUANT ETF
MGK Vanguard Mega Cap Growth ETF	$5,025,815	$4,034,893 ▲	407.2%	57,170	0.2%	ETF
IWM iShares Russell 2000 ETF	$4,927,093	$361,142 ▲	7.9%	16,399	0.2%	ETF
CHAT Roundhill Generative AI & Technology ETF	$4,906,271	$4,906,271 ▲	New Holding	49,719	0.2%	ETF
MELI MercadoLibre	$4,778,072	$1,430,876 ▲	42.7%	2,815	0.2%	Consumer Discretionary
BA Boeing	$4,699,789	$31,821 ▲	0.7%	21,711	0.2%	Industrials
ALLE Allegion	$4,679,441	$36,106 ▲	0.8%	33,308	0.2%	Industrials
XLC Communication Services Select Sector SPDR Fund	$4,638,299	$4,309,410 ▲	1,310.3%	43,296	0.2%	ETF
MRK Merck & Co., Inc.	$4,635,712	$2,653,880 ▲	133.9%	36,076	0.2%	Healthcare
HD Home Depot	$4,628,709	$1,359,622 ▲	41.6%	13,124	0.2%	Consumer Discretionary
XLV Health Care Select Sector SPDR Fund	$4,592,516	$1,570,080 ▲	51.9%	28,946	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$4,553,708	$51,841 ▲	1.2%	54,373	0.2%	ETF
ACWI iShares MSCI ACWI ETF	$4,517,597	$307,033 ▲	7.3%	28,780	0.2%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$4,510,152	$4,132,213 ▲	1,093.4%	23,521	0.2%	ETF
ARISTA NETWORKS INC	$4,463,777	$3,212,778 ▲	256.8%	26,276	0.2%	COM SHS
ANGL VanEck Fallen Angel High Yield Bond ETF	$4,420,300	$53,421 ▲	1.2%	151,173	0.2%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$4,390,215	$4,390,215 ▲	New Holding	60,739	0.2%	ETF
MPC Marathon Petroleum	$4,329,524	$25,567 ▼	-0.6%	16,934	0.2%	Energy
C Citigroup	$4,271,590	$667,471 ▲	18.5%	30,520	0.2%	Finance
KO CocaCola	$4,228,621	$422,521 ▲	11.1%	52,032	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Insigneo Advisory Services, LLC Top Holdings and 13F Report (2026)

About Insigneo Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Insigneo Advisory Services, LLC Top Holdings and 13F Report (2026)

About Insigneo Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsigneo Advisory Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools