Fund HoldingsINSIGNEO ADVISORY SERVICES, LLC

Total Portfolio Value
$969.31M
Total Bought
$112.93M
Total Sold
$76.71M
Net Transaction
+$36.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL56,95863,054+6,09625,81833,5813.46%+7,763
SPDR GOLD TR(GLD)067,106+67,106019,3361.99%+19,336
BERKSHIRE HATHAWAY INC DEL09+907,1860.74%+7,186
VISTA ENERGY S.A.B. DE C.V.(VIST)13,15860,253+47,0957122,8050.29%+2,093
ISHARES SILVER TR(SLV)397,160394,540-2,62010,45712,2271.26%+1,770
ISHARES TR024,477+24,47702,0250.21%+2,025
YPF SOCIEDAD ANONIMA(YPF)38,43693,700+55,2641,6343,2830.34%+1,649
ALIBABA GROUP HLDG LTD(BABA)023,418+23,41803,0970.32%+3,097
VANGUARD WORLD FD010,542+10,54203,2560.34%+3,256
VALE S A0197,085+197,08501,9670.20%+1,967
EXXON MOBIL CORP046,192+46,19205,4940.57%+5,494
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
077,684+77,68404,4390.46%+4,439
ISHARES TR027,858+27,85801,2220.13%+1,222
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
37,48544,398+6,9136,5687,6910.79%+1,123
VANECK ETF TRUST
IG FLOA RATE ETF
26,15768,017+41,8606661,7380.18%+1,072
ADECOAGRO S A
COM
094,520+94,52001,0560.11%+1,056
JANUS DETROIT STR TR
HENDRSON AAA CL
068,940+68,94003,4960.36%+3,496
META PLATFORMS INC(META)037,243+37,243021,4652.21%+21,465
VISA INC(V)24,31324,710+3977,6848,6600.89%+976
INVESCO QQQ TR31,57736,485+4,90816,14317,1091.77%+965
ELI LILLY & CO(LLY)06,273+6,27305,1810.53%+5,181
ISHARES TR
FLTG RATE NT ETF
017,921+17,92109150.09%+915
ISHARES GOLD TR(IAU)039,211+39,21102,3120.24%+2,312
NETFLIX INC(NFLX)6,9027,526+6246,1527,0180.72%+867
BAIDU INC08,965+8,96508250.09%+825
VANECK ETF TRUST
GOLD MINERS ETF
032,900+32,90001,5120.16%+1,512
ISHARES TR08,382+8,38207780.08%+778
MERCADOLIBRE INC(MELI)01,927+1,92703,7590.39%+3,759
BNY MELLON ETF TRUST II
DYNAMIC VALUE
029,409+29,40907440.08%+744
SELECT SECTOR SPDR TR
ST STR TECHN ETF
014,253+14,25302,9430.30%+2,943
ISHARES TR
0-5YR INVT GR CP
013,978+13,97807030.07%+703
MASTERCARD INCORPORATED(MA)011,454+11,45406,2780.65%+6,278
SPROTT PHYSICAL GOLD TR(PHYS)86,850101,100+14,2501,7492,4320.25%+683
AT&T INC(T)079,857+79,85702,2580.23%+2,258
AMPLIFY ETF TR0279,108+279,10803,3830.35%+3,383
SCHWAB STRATEGIC TR155,006175,114+20,1084,2354,8960.51%+661
VANGUARD INDEX FDS019,783+19,783010,1671.05%+10,167
JOHNSON & JOHNSON(JNJ)021,661+21,66103,5920.37%+3,592
VANECK ETF TRUST
JUNIOR GOLD MINE
041,180+41,18002,3550.24%+2,355
COSTCO WHSL CORP NEW(COST)05,410+5,41005,1160.53%+5,116
COCA COLA CO(KO)046,323+46,32303,3180.34%+3,318
ISHARES TR
0-5YR HI YL CP
58,23771,149+12,9122,4813,0250.31%+544
UBER TECHNOLOGIES INC(UBER)025,794+25,79401,8790.19%+1,879
MICROSTRATEGY INC(MSTR)03,932+3,93201,1330.12%+1,133
MICRON TECHNOLOGY INC(MU)017,793+17,79301,5460.16%+1,546
ISHARES TR066,849+66,84902,3960.25%+2,396
PHILIP MORRIS INTL INC(PM)09,138+9,13801,4500.15%+1,450
PAMPA ENERGIA S A(PAM)08,855+8,85506840.07%+684
INTERNATIONAL BUSINESS MACHS(IBM)07,333+7,33301,8240.19%+1,824
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,475+10,47504420.05%+442
VANECK ETF TRUST
FALLEN ANGEL HG
0128,212+128,21203,7000.38%+3,700
STARBUCKS CORP(SBUX)012,210+12,21001,1980.12%+1,198
ABBVIE INC(ABBV)013,462+13,46202,8210.29%+2,821
WALMART INC(WMT)053,086+53,08604,6600.48%+4,660
SSGA ACTIVE ETF TR
ST STR BL LN ETF
37,80748,821+11,0141,5782,0080.21%+430
BOSTON SCIENTIFIC CORP(BSX)014,631+14,63101,4760.15%+1,476
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
027,135+27,13502,1420.22%+2,142
WASTE MGMT INC DEL(WM)04,868+4,86801,1270.12%+1,127
ISHARES TR027,273+27,27302,4830.26%+2,483
VENTAS INC(VTR)05,919+5,91904070.04%+407
ABBOTT LABS013,649+13,64901,8110.19%+1,811
VANGUARD STAR FDS46,73950,851+4,1122,7543,1580.33%+403
ISHARES INC026,035+26,03506730.07%+673
EQUINOR ASA(EQNR)014,800+14,80003910.04%+391
LPL FINL HLDGS INC(LPLA)01,193+1,19303900.04%+390
ORACLE CORP(ORCL)021,082+21,08202,9480.30%+2,948
SIMON PPTY GROUP INC NEW(SPG)04,910+4,91008150.08%+815
CAMECO CORP(CCJ)09,275+9,27503820.04%+382
ISHARES TR
FUTU AI TECH ETF
027,616+27,61608690.09%+869
DIREXION SHS ETF TR
DAILY FINANCIAL
02,374+2,37403750.04%+375
ISHARES TR11,66112,885+1,2246,8657,2400.75%+375
VANGUARD INTL EQUITY INDEX F035,249+35,24902,4750.26%+2,475
EMERSON ELEC CO(EMR)03,341+3,34103660.04%+366
VANGUARD INDEX FDS34,02235,439+1,4175,7606,1220.63%+362
SPROTT PHYSICAL SILVER TR(PSLV)0162,177+162,17701,8810.19%+1,881
SCHWAB CHARLES CORP(SCHW)013,611+13,61101,0650.11%+1,065
STRYKER CORPORATION(SYK)0902+90203360.03%+336
ADVISORS INNER CIRCLE FD II
CULLEN ENHANCED
012,773+12,77303330.03%+333
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
035,474+35,47401,0040.10%+1,004
AMDOCS LTD(DOX)03,560+3,56003260.03%+326
SPOTIFY TECHNOLOGY S A(SPOT)01,437+1,43707900.08%+790
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
03,427+3,42703180.03%+318
APPLOVIN CORP(APP)01,177+1,17703120.03%+312
PROLOGIS INC.(PLD)04,524+4,52405060.05%+506
AMERANT BANCORP INC014,583+14,58303010.03%+301
MONDELEZ INTL INC(MDLZ)08,700+8,70005900.06%+590
CROWDSTRIKE HLDGS INC(CRWD)5,8926,564+6722,0162,3140.24%+298
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,050+8,05002960.03%+296
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
07,235+7,23502920.03%+292
REGENCY CTRS CORP(REG)03,956+3,95602920.03%+292
CARDINAL HEALTH INC(CAH)02,071+2,07102850.03%+285
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,823+6,82308940.09%+894
VANGUARD INDEX FDS01,047+1,04702710.03%+271
BANCO DE CHILE010,168+10,16802690.03%+269
SCHWAB STRATEGIC TR010,711+10,71102680.03%+268
CHEVRON CORP NEW(CVX)019,037+19,03703,1850.33%+3,185
GLOBANT S A
COM
02,250+2,25002650.03%+265
GRUPO FINANCIERO GALICIA S.A(GGAL)12,44919,096+6,6477761,0400.11%+264
MCDONALDS CORP(MCD)07,859+7,85902,4550.25%+2,455
SPROTT PHYSICAL GOLD & SILVE(CEF)09,210+9,21002620.03%+262
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