Fund Holdings — INSIGNEO ADVISORY SERVICES, LLC

Total Portfolio Value
$1.40B
Total Bought
$158.55M
Total Sold
$93.76M
Net Transaction
+$64.79M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SPDR GOLD TR(GLD)76,43587,368+10,93330,29237,5932.68%+7,302
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 TR12,08265,085+53,0038114,4560.32%+3,645
ELEVATION SERIES TRUST185,371298,921+113,5505,0978,5790.61%+3,482
EXXON MOBIL CORP46,47447,631+1,1575,5938,0810.58%+2,488
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)71,34471,575+23127,76729,8282.12%+2,061
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 TR270,511302,443+31,9327,4858,9890.64%+1,504
GLOBAL X FDS
GLOBAL X URANIUM
13,59041,729+28,1395812,0210.14%+1,440
MARATHON PETE CORP(MPC)17,00117,034+332,7654,1590.30%+1,394
NETFLIX INC.(NFLX)88,37398,766+10,3938,2869,4960.68%+1,210
HONEYWELL INTL INC(HON)21,74724,121+2,3744,2435,4520.39%+1,209
DBX ETF TR40,01763,449+23,4321,9253,1340.22%+1,209
CARNIVAL CORP6,75453,821+47,0672061,3930.10%+1,187
VANGUARD INTL EQUITY INDEX F38,77853,754+14,9762,8534,0370.29%+1,184
ISHARES TR
GLOBAL REIT ETF
15,09761,529+46,4323771,5470.11%+1,171
ASTRAZENECA PLC(AZN)05,754+5,75401,1240.08%+1,124
VANECK ETF TRUST
OIL SERVICES ETF
1,5503,679+2,1294411,4870.11%+1,046
CHEVRON CORPORATION(CVX)22,67821,562-1,1163,4564,4610.32%+1,005
WALMART INC(WMT)49,20452,194+2,9905,4826,4870.46%+1,005
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 FDS23,02425,751+2,72714,43915,3881.10%+949
ISHARES TR6,42717,818+11,3915321,4710.10%+939
INTUITIVE SURGICAL INC29,2473,505-25,7426911,6160.12%+925
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)12,89351,163+38,2702139870.07%+775
ASML HLDG NV
N Y REGISTRY SHS
3,0393,047+83,2514,0250.29%+773
GE VERNOVA INC(GEV)2,3512,643+2921,5372,3070.16%+771
CATERPILLAR INC(CAT)4,2904,535+2452,4583,2130.23%+755
COSTCO WHOLESALE CORPORATION(COST)8,9268,474-4527,6978,4440.60%+747
BLACKROCK ETF TRUST II014,565+14,56507260.05%+726
COCA COLA CO(KO)40,66146,833+6,1722,8433,5620.25%+719
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)8,75811,465+2,7078201,5130.11%+694
ISHARES TR11,98917,326+5,3371,7832,4680.18%+685
MP MATERIALS CORP(MP)014,058+14,05806780.05%+678
ZIMMER BIOMET HOLDINGS INC(ZBH)07,349+7,34906640.05%+664
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
27,44130,594+3,1533,1223,6730.26%+550
ISHARES TR
MSCI INTL MOMENT
6,43617,600+11,1643098450.06%+536
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)24,70133,760+9,0591,0621,5770.11%+515
VANGUARD STAR FDS62,95668,221+5,2654,7495,2610.37%+511
LOCKHEED MARTIN CORP(LMT)2,8843,145+2611,3951,9010.14%+506
INTEL CORP(INTC)23,01030,621+7,6118491,3510.10%+502
PHILIP MORRIS INTL INC(PM)10,20712,882+2,6751,6372,1300.15%+493
TEXAS INSTRS INC(TXN)4,5196,559+2,0407841,2730.09%+489
SHELL PLC(SHEL)26,48126,126-3551,9462,4300.17%+484
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
2,5176,567+4,0502477280.05%+480
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
8,7089,409+7013,1363,6070.26%+471
ISHARES TR42,05757,770+15,7131,6102,0740.15%+464
MCDONALDS CORP(MCD)8,4509,797+1,3472,5833,0450.22%+462
PGIM ETF TR
AAA CLO ETF
3,96012,667+8,7072036480.05%+445
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
8,91719,240+10,3234829010.06%+419
LAM RESEARCH CORP(LRCX)4,6415,604+9637941,1970.09%+403
GILEAD SCIENCES INC(GILD)7,0239,060+2,0378621,2630.09%+401
BOEING CO(BA)17,92821,564+3,6363,8934,2920.31%+399
AMGEN INC(AMGN)3,0473,924+8779971,3810.10%+383
CME GROUP INC(CME)8202,049+1,2292246050.04%+381
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)2,1252,414+2899891,3600.10%+370
CALAMOS ETF TR
NASDAQ AUTOCALLL
13,42829,702+16,2743447080.05%+364
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 TR17,37519,331+1,9561,6942,0520.15%+358
MONSTER BEVERAGE CORP NEW(MNST)04,902+4,90203550.03%+355
PROCTER & GAMBLE CO(PG)11,74514,088+2,3431,6832,0350.14%+352
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
ROSS STORES INC(ROST)01,539+1,53903330.02%+333
INNOVATOR ETFS TRUST
US EQTY PWR BUF
08,097+8,09703310.02%+331
VALE S A112,326112,626+3001,4641,7920.13%+328
ANGLOGOLD ASHANTI PLC(AU)03,352+3,35203260.02%+326
TAIWAN SEMICONDUCTOR MANUFAC(TSM)15,94915,295-6544,8475,1690.37%+322
GLOBAL X FDS
GLOBAL X SILVER
3,2416,548+3,3072715900.04%+319
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INSIGNEO ADVISORY SERVICES, LLC — 13F Holdings — Q1 2026 | TickerTrail