Fund Holdings — INSIGNEO ADVISORY SERVICES, LLC

Total Portfolio Value
$2.66B
Total Bought
$1.30B
Total Sold
$59.47M
Net Transaction
+$1.24B
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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MICRON TECHNOLOGY INC(MU)21,48553,106+31,6217,25861,3002.30%+54,041
APPLE INC(AAPL)389,900521,460+131,56098,953150,8905.66%+51,937
NVIDIA CORPORATION(NVDA)307,496518,796+211,30053,627103,8063.90%+50,179
ALPHABET INC(GOOG)108,011217,885+109,87431,06077,8662.92%+46,806
STATE STR SPDR S&P 500 ETF T(SPY)124,461170,726+46,26580,942127,4934.79%+46,551
INVESCO QQQ TR49,92095,878+45,95828,81370,6052.65%+41,792
AMAZON COM INC(AMZN)215,208360,322+145,11444,82185,8793.22%+41,058
BROADCOM INC(AVGO)30,546130,878+100,3329,45449,4391.86%+39,985
ADVANCED MICRO DEVICES INC(AMD)25,67273,374+47,7025,22242,6241.60%+37,401
META PLATFORMS INC(META)50,705115,706+65,00129,01065,1762.45%+36,166
MICROSOFT CORP(MSFT)106,030200,596+94,56639,24974,8262.81%+35,577
ASML HLDG NV
N Y REGISTRY SHS
3,04718,107+15,0604,02536,0241.35%+31,999
TAIWAN SEMICONDUCTOR MANUFAC(TSM)15,29570,050+54,7555,16933,4541.26%+28,285
ABBVIE INC(ABBV)15,544115,953+100,4093,38129,1781.10%+25,798
ELI LILLY & CO(LLY)6,54926,099+19,5506,02431,3041.18%+25,281
CATERPILLAR INC(CAT)4,53525,517+20,9823,21327,1731.02%+23,960
JPMORGAN CHASE & CO(JPM)35,286104,033+68,74710,38034,0531.28%+23,673
BANK OF AMER CORP92,555477,043+384,4884,51227,1821.02%+22,670
AMPHENOL CORP5,930129,995+124,06574922,9210.86%+22,171
BARRICK MNG CORP(B)7,769599,497+591,72831722,0380.83%+21,721
INTERNATIONAL BUSINESS MACHS(IBM)8,09882,135+74,0371,96323,0970.87%+21,134
GOLDMAN SACHS GROUP INC(GS)4,48924,445+19,9563,79724,7230.93%+20,926
ORACLE CORP(ORCL)24,153160,799+136,6463,55323,5650.88%+20,012
NUCOR CORP(NUE)1,31489,249+87,93522219,8800.75%+19,658
DISNEY WALT CO(DIS)29,990229,592+199,6022,89022,0980.83%+19,208
NETFLIX INC.(NFLX)98,766354,981+256,2159,49625,3460.95%+15,849
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
0135,692+135,692012,7050.48%+12,705
ALPHABET INC(GOOG)65,60487,321+21,71718,81930,8531.16%+12,034
SPDR GOLD TR(GLD)87,368133,182+45,81437,59349,0621.84%+11,468
VANECK ETF TRUST
SEMICONDUCTR ETF
9,40922,846+13,4373,60714,9840.56%+11,377
PALO ALTO NETWORKS INC(PANW)16,07937,734+21,6552,57812,8680.48%+10,290
APPLIED MATLS INC3,07215,084+12,0121,05010,9060.41%+9,856
ISHARES TR14,193107,973+93,7801,37911,2160.42%+9,838
BERKSHIRE HATHAWAY INC DEL70,75385,570+14,81733,90542,8191.61%+8,914
LAM RESEARCH CORP(LRCX)5,60416,988+11,3841,1977,3620.28%+6,164
ISHARES TR
MSCI USA QLT FCT
23,25647,889+24,6334,46110,5080.39%+6,048
SPROTT ASSET MANAGEMENT LP(PHYS)94,308309,862+215,5543,3429,3490.35%+6,006
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
74,86294,469+19,60714,36820,1000.75%+5,733
GLOBAL X FDS
DATA CTR DIG ETF
0173,881+173,88105,2810.20%+5,281
EA SERIES TRUST
FREEDOM 100 EM
071,505+71,50505,2130.20%+5,213
TRANE TECHNOLOGIES PLC(TT)71,57571,256-31929,82834,9981.31%+5,170
CORNING INC(GLW)9,38825,073+15,6851,2776,4040.24%+5,128
NORTHERN LTS FD TR III
COUN QUA EQU ETF
209,367263,897+54,5308,74913,7120.51%+4,963
TIDAL TRUST II
ROUNDHILL GENER
049,719+49,71904,9060.18%+4,906
ETF SER SOLUTIONS
DEFIA QUANT ETF
2,65531,009+28,3542855,1280.19%+4,843
CISCO SYS INC(CSCO)21,59454,636+33,0421,6756,4180.24%+4,742
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
12,99861,198+48,2008155,4990.21%+4,684
TESLA INC(TSLA)44,70550,181+5,47616,61921,1060.79%+4,487
FIDELITY COVINGTON TRUST125,235184,959+59,7246,42310,8960.41%+4,473
VANGUARD INDEX FDS25,75128,895+3,14415,38819,8460.74%+4,458
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
060,739+60,73904,3900.16%+4,390
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,07043,296+40,2263404,6380.17%+4,298
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
1,97123,521+21,5503224,5100.17%+4,188
GLOBAL X FDS
US INFR DEV ETF
070,524+70,52404,1550.16%+4,155
HONEYWELL INTL INC017,835+17,83503,9930.15%+3,993
HONEYWELL AEROSPACE INC017,685+17,68503,9100.15%+3,910
AMGEN INC(AMGN)3,92414,538+10,6141,3815,2650.20%+3,884
ELEVATION SERIES TRUST298,921364,221+65,3008,57912,4040.47%+3,825
AMERICAN EXPRESS CO(AXP)10,55720,602+10,0453,1936,9690.26%+3,775
ASTERA LABS INC(ALAB)07,647+7,64703,6940.14%+3,694
ISHARES TR15,75739,381+23,6241,7825,4160.20%+3,634
ARISTA NETWORKS INC(ANET)7,36426,276+18,9129044,4640.17%+3,560
CROWDSTRIKE HLDGS INC(CRWD)7,1198,306+1,1872,7796,3390.24%+3,559
AMERICAN CENTY ETF TR033,194+33,19403,4210.13%+3,421
ARM HOLDINGS PLC08,622+8,62203,0570.11%+3,057
MERCK & CO INC(MRK)15,42336,076+20,6531,8554,6360.17%+2,780
SPDR SERIES TRUST
ST STR P500ETF
32,42659,269+26,8432,4825,2090.20%+2,727
BLACKROCK ETF TRUST
ISHA I IN TE ETF
050,748+50,74802,6750.10%+2,675
SPACE EXPLORATION TECHN CORP015,606+15,60602,6660.10%+2,666
ISHARES GOLD TR(IAU)57,114101,985+44,8715,0357,7010.29%+2,666
VANECK ETF TRUST
URANI NUCLE ETF
1,95624,937+22,9812612,8920.11%+2,632
MARVELL TECHNOLOGY INC(MRVL)4,2719,682+5,4114232,8840.11%+2,461
WELLS FARGO & CO(WFC)18,28547,121+28,8361,4563,8940.15%+2,438
VISA INC(V)23,97928,157+4,1787,2479,6610.36%+2,413
HEWLETT PACKARD ENTERPRISE C(HPE)052,842+52,84202,3840.09%+2,384
ISHARES TR
MSCI INTL QUALTY
9,41156,194+46,7834352,7840.10%+2,349
VANGUARD WORLD FD
UTILITIES ETF
011,947+11,94702,3380.09%+2,338
ISHARES INC
MSCI JAPAN ETF
47,79768,273+20,4764,0366,3680.24%+2,332
NEOS ETF TRUST
NEOS S&P 500 HI
5,61648,993+43,3772772,6010.10%+2,324
ISHARES TR
0-5YR HI YL CP
73,573125,264+51,6913,1135,3120.20%+2,200
ISHARES TR20,12820,466+33813,14815,3270.58%+2,179
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
082,276+82,27602,1740.08%+2,174
ISHARES TR
FALN ANGLS USD
075,089+75,08902,0450.08%+2,045
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
40,71765,509+24,7923,3695,4140.20%+2,045
DELL TECHNOLOGIES INC(DELL)3,9576,234+2,2776492,6900.10%+2,040
WESTERN DIGITAL CORP(WDC)2,8484,399+1,5517702,8100.11%+2,039
SPROTT ASSET MANAGEMENT LP(SPPP)0161,484+161,48402,0100.08%+2,010
INTEL CORP(INTC)30,62124,014-6,6071,3513,3530.13%+2,002
NEOS ETF TRUST
NASDAQ 100 HIGH
4,56039,106+34,5462272,2210.08%+1,994
ASTRAZENECA PLC(AZN)5,75416,641+10,8871,1243,1170.12%+1,993
RIO TINTO PLC(RIO)11,59632,292+20,6961,0823,0650.12%+1,984
VANGUARD WORLD FD
INF TECH ETF
4,91244,940+40,0283,4275,3710.20%+1,944
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
091,705+91,70501,9380.07%+1,938
TIDAL TRUST I94,617150,512+55,8952,2594,1620.16%+1,903
SPDR SERIES TRUST
ST STR P500GRW
6,91521,543+14,6286772,5630.10%+1,886
SANDISK CORP(SNDK)0825+82501,8760.07%+1,876
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
6,56719,321+12,7547282,5750.10%+1,847
CONOCOPHILLIPS(COP)11,46532,297+20,8321,5133,3580.13%+1,844
COSTCO WHOLESALE CORPORATION(COST)8,47410,975+2,5018,44410,2670.39%+1,823
SELECT SECTOR SPDR TR
ST STR CARE ETF
19,05028,946+9,8962,7934,5930.17%+1,800
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