Fund HoldingsINSIGNEO ADVISORY SERVICES, LLC

Total Portfolio Value
$1.40B
Total Bought
$164.80M
Total Sold
$94.72M
Net Transaction
+$70.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR GOLD TR(GLD)087,368+87,368037,5932.68%+37,593
NORTHERN LTS FD TR III
COUN QUA EQU ETF
57,290209,367+152,0772,2978,7490.62%+6,452
FIDELITY COVINGTON TRUST0125,235+125,23506,4230.46%+6,423
ISHARES SILVER TR(SLV)363,530404,376+40,84623,41927,5541.96%+4,136
ISHARES TR065,085+65,08504,4560.32%+4,456
ELEVATION SERIES TRUST185,371298,921+113,5505,0978,5790.61%+3,482
EXXON MOBIL CORP047,631+47,63108,0810.58%+8,081
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
62,68974,862+12,17312,00914,3681.02%+2,359
SPROTT ASSET MANAGEMENT LP(PSLV)274,117360,967+86,8506,4838,8040.63%+2,321
TRANE TECHNOLOGIES PLC(TT)071,575+71,575029,8282.12%+29,828
GLOBAL X FDS
GLOBAL X COPPER
024,871+24,87101,8990.14%+1,899
MICRON TECHNOLOGY INC(MU)19,22921,485+2,2565,4887,2580.52%+1,770
AMPLIFY ETF TR21,97758,557+36,5809782,6260.19%+1,648
WISDOMTREE TR(WT)029,373+29,37301,5780.11%+1,578
AMPLIFY ETF TR0302,443+302,44308,9890.64%+8,989
GLOBAL X FDS
GLOBAL X URANIUM
041,729+41,72902,0210.14%+2,021
MARATHON PETE CORP(MPC)017,034+17,03404,1590.30%+4,159
CARNIVAL CORP053,821+53,82101,3930.10%+1,393
STATE STR SPDR S&P 500 ETF T(Call)
CALL
02,500+2,50001,626+1,626
NETFLIX INC.(NFLX)098,766+98,76609,4960.68%+9,496
HONEYWELL INTL INC(HON)024,121+24,12105,4520.39%+5,452
DBX ETF TR40,01763,449+23,4321,9253,1340.22%+1,209
VANGUARD INTL EQUITY INDEX F053,754+53,75404,0370.29%+4,037
ISHARES TR
GLOBAL REIT ETF
061,529+61,52901,5470.11%+1,547
ASTRAZENECA PLC(AZN)05,754+5,75401,1240.08%+1,124
VANECK ETF TRUST
OIL SERVICES ETF
03,679+3,67901,4870.11%+1,487
CHEVRON CORPORATION(CVX)021,562+21,56204,4610.32%+4,461
WALMART INC(WMT)052,194+52,19406,4870.46%+6,487
SPDR INDEX SHS FDS
ST PORT MARK ETF
021,196+21,19609940.07%+994
SPDR INDEX SHS FDS
ST MAR DIVID ETF
024,598+24,59809710.07%+971
JOHNSON & JOHNSON(JNJ)21,20821,892+6844,3895,3510.38%+962
VANGUARD INDEX FDS025,751+25,751015,3881.10%+15,388
ISHARES TR017,818+17,81801,4710.10%+1,471
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
29,86440,717+10,8532,5013,3690.24%+868
ISHARES GOLD TR(IAU)52,16257,114+4,9524,2345,0350.36%+801
ENERGY TRANSFER L P(ET)051,163+51,16309870.07%+987
ASML HLDG NV
N Y REGISTRY SHS
03,047+3,04704,0250.29%+4,025
GE VERNOVA INC(GEV)02,643+2,64302,3070.16%+2,307
CATERPILLAR INC(CAT)4,2904,535+2452,4583,2130.23%+755
COSTCO WHOLESALE CORPORATION(COST)08,474+8,47408,4440.60%+8,444
BLACKROCK ETF TRUST II014,565+14,56507260.05%+726
COCA COLA CO(KO)046,833+46,83303,5620.25%+3,562
ISHARES TR10,11713,189+3,0722,1722,8850.21%+713
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
025,284+25,28407040.05%+704
CONOCOPHILLIPS(COP)011,465+11,46501,5130.11%+1,513
ISHARES TR017,326+17,32602,4680.18%+2,468
MP MATERIALS CORP(MP)014,058+14,05806780.05%+678
ZIMMER BIOMET HOLDINGS INC(ZBH)07,349+7,34906640.05%+664
FIRST TR EXCHANGE-TRADED FD025,200+25,20006430.05%+643
BAKER HUGHES COMPANY(BKR)010,422+10,42206360.05%+636
ISHARES TR017,447+17,44706200.04%+620
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,807+10,80706040.04%+604
ISHARES INC010,080+10,08005930.04%+593
ISHARES INC
MSCI SINGPOR ETF
020,139+20,13905680.04%+568
RTX CORPORATION(RTX)15,40917,515+2,1062,8263,3790.24%+553
VANECK ETF TRUST
JUNIOR GOLD MINE
030,594+30,59403,6730.26%+3,673
ISHARES TR
MSCI INTL MOMENT
017,600+17,60008450.06%+845
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
011,112+11,11205320.04%+532
INNOVATOR ETFS TRUST
US EQTY PWR BUF
012,234+12,23405200.04%+520
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
41,79853,801+12,0031,6022,1210.15%+520
ISHARES GOLD TR(IAU)033,760+33,76001,5770.11%+1,577
VANGUARD STAR FDS62,95668,221+5,2654,7495,2610.37%+511
LOCKHEED MARTIN CORP(LMT)03,145+3,14501,9010.14%+1,901
INTEL CORP(INTC)030,621+30,62101,3510.10%+1,351
PHILIP MORRIS INTL INC(PM)012,882+12,88202,1300.15%+2,130
INVESCO EXCH TRADED FD TR II04,391+4,39104920.04%+492
TEXAS INSTRS INC(TXN)06,559+6,55901,2730.09%+1,273
SHELL PLC(SHEL)026,126+26,12602,4300.17%+2,430
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
06,567+6,56707280.05%+728
ISHARES INC
MSCI JAPAN ETF
44,06747,797+3,7303,5584,0360.29%+478
GLOBAL X FDS
DAX GERMANY ETF
011,290+11,29004760.03%+476
TIDAL TRUST III
FUND GRA MID ETF
018,900+18,90004730.03%+473
VANECK ETF TRUST
SEMICONDUCTR ETF
09,409+9,40903,6070.26%+3,607
ISHARES TR057,770+57,77002,0740.15%+2,074
MCDONALDS CORP(MCD)09,797+9,79703,0450.22%+3,045
SELECT SECTOR SPDR TR(Call)
CALL
03,400+3,4000452+452
PGIM ETF TR
AAA CLO ETF
012,667+12,66706480.05%+648
CALAMOS ETF TR
AUTOC INCOM ETF
67,32589,241+21,9161,8002,2440.16%+443
LUMENTUM HLDGS INC(LITE)0616+61604330.03%+433
ISHARES TR
MSCI INDIA ETF
019,240+19,24009010.06%+901
INVESCO QQQ TR(Call)0700+7000404+404
LAM RESEARCH CORP(LRCX)05,604+5,60401,1970.09%+1,197
GILEAD SCIENCES INC(GILD)09,060+9,06001,2630.09%+1,263
BOEING CO(BA)17,92821,564+3,6363,8934,2920.31%+399
AMGEN INC(AMGN)03,924+3,92401,3810.10%+1,381
CME GROUP INC(CME)02,049+2,04906050.04%+605
TIDAL TRUST I76,11294,617+18,5051,8852,2590.16%+374
WISDOMTREE TR(WT)012,024+12,02403720.03%+372
AMERICAN CENTY ETF TR04,610+4,61003720.03%+372
DEERE & CO(DE)02,414+2,41401,3600.10%+1,360
CALAMOS ETF TR
NASDAQ AUTOCALLL
029,702+29,70207080.05%+708
SPDR SERIES TRUST
ST STR P500ETF
26,40732,426+6,0192,1182,4820.18%+364
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
31,02238,961+7,9391,8032,1630.15%+360
ISHARES TR019,331+19,33102,0520.15%+2,052
MONSTER BEVERAGE CORP NEW(MNST)04,902+4,90203550.03%+355
PROCTER & GAMBLE CO(PG)014,088+14,08802,0350.14%+2,035
RESTAURANT BRANDS INTL INC(QSR)04,697+4,69703470.02%+347
SPROTT ASSET MANAGEMENT LP(PHYS)90,77394,308+3,5352,9973,3420.24%+345
ISHARES INC
MSCI GBL GOLD MN
9,30113,034+3,7336851,0290.07%+344
WESTERN DIGITAL CORP(WDC)2,4792,848+3694277700.05%+343
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