Fund HoldingsINSIGNEO ADVISORY SERVICES, LLC

Total Portfolio Value
$2.67B
Total Bought
$1.38B
Total Sold
$135.90M
Net Transaction
+$1.24B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)21,48553,106+31,6217,25861,3002.30%+54,041
APPLE INC(AAPL)0521,460+521,4600150,8905.65%+150,890
NVIDIA CORPORATION(NVDA)0518,796+518,7960103,8063.89%+103,806
ALPHABET INC(GOOG)0217,885+217,885077,8662.92%+77,866
STATE STR SPDR S&P 500 ETF T(SPY)0170,726+170,7260127,4934.78%+127,493
INVESCO QQQ TR095,878+95,878070,6052.65%+70,605
AMAZON COM INC(AMZN)0360,322+360,322085,8793.22%+85,879
BROADCOM INC(AVGO)0130,878+130,878049,4391.85%+49,439
ADVANCED MICRO DEVICES INC(AMD)073,374+73,374042,6241.60%+42,624
META PLATFORMS INC(META)0115,706+115,706065,1762.44%+65,176
MICROSOFT CORP(MSFT)0200,596+200,596074,8262.80%+74,826
ASML HLDG NV
N Y REGISTRY SHS
3,04718,107+15,0604,02536,0241.35%+31,999
TAIWAN SEMICONDUCTOR MANUFAC(TSM)070,050+70,050033,4541.25%+33,454
ABBVIE INC(ABBV)0115,953+115,953029,1781.09%+29,178
ELI LILLY & CO(LLY)026,099+26,099031,3041.17%+31,304
CATERPILLAR INC(CAT)4,53525,517+20,9823,21327,1731.02%+23,960
JPMORGAN CHASE & CO(JPM)0104,033+104,033034,0531.28%+34,053
BANK OF AMER CORP0477,043+477,043027,1821.02%+27,182
AMPHENOL CORP0129,995+129,995022,9210.86%+22,921
BARRICK MNG CORP(B)0599,497+599,497022,0380.83%+22,038
INTERNATIONAL BUSINESS MACHS(IBM)082,135+82,135023,0970.87%+23,097
GOLDMAN SACHS GROUP INC(GS)024,445+24,445024,7230.93%+24,723
ORACLE CORP(ORCL)0160,799+160,799023,5650.88%+23,565
NUCOR CORP(NUE)089,249+89,249019,8800.74%+19,880
DISNEY WALT CO(DIS)0229,592+229,592022,0980.83%+22,098
NETFLIX INC.(NFLX)98,766354,981+256,2159,49625,3460.95%+15,849
NORTHERN LTS FD TR III
COUN QUA EQU ETF
0263,897+263,897013,7120.51%+13,712
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
0135,692+135,692012,7050.48%+12,705
ELEVATION SERIES TRUST0364,221+364,221012,4040.46%+12,404
ALPHABET INC(GOOG)087,321+87,321030,8531.16%+30,853
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
FIDELITY COVINGTON TRUST0184,959+184,959010,8960.41%+10,896
PALO ALTO NETWORKS INC(PANW)037,734+37,734012,8680.48%+12,868
APPLIED MATLS INC015,084+15,084010,9060.41%+10,906
ISHARES TR0107,973+107,973011,2160.42%+11,216
BERKSHIRE HATHAWAY INC DEL085,570+85,570042,8191.60%+42,819
AMPLIFY ETF TR0308,194+308,19407,9880.30%+7,988
LAM RESEARCH CORP(LRCX)5,60416,988+11,3841,1977,3620.28%+6,164
ISHARES TR
MSCI USA QLT FCT
047,889+47,889010,5080.39%+10,508
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
SPDR SERIES TRUST
ST STR P500ETF
059,269+59,26905,2090.20%+5,209
TRANE TECHNOLOGIES PLC(TT)71,57571,256-31929,82834,9981.31%+5,170
ETF SER SOLUTIONS
DEFIA QUANT ETF
031,009+31,00905,1280.19%+5,128
CORNING INC(GLW)025,073+25,07306,4040.24%+6,404
TIDAL TRUST II
ROUNDHILL GENER
049,719+49,71904,9060.18%+4,906
CISCO SYS INC(CSCO)054,636+54,63606,4180.24%+6,418
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
061,198+61,19805,4990.21%+5,499
SELECT SECTOR SPDR TR
ST STR SVC ETF
043,296+43,29604,6380.17%+4,638
SELECT SECTOR SPDR TR
ST STR CARE ETF
028,946+28,94604,5930.17%+4,593
TESLA INC(TSLA)050,181+50,181021,1060.79%+21,106
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
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
023,521+23,52104,5100.17%+4,510
TIDAL TRUST I0150,512+150,51204,1620.16%+4,162
GLOBAL X FDS
US INFR DEV ETF
070,524+70,52404,1550.16%+4,155
SELECT SECTOR SPDR TR
ST STR TECHN ETF
021,775+21,77504,1490.16%+4,149
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
AMERICAN EXPRESS CO(AXP)020,602+20,60206,9690.26%+6,969
ASTERA LABS INC(ALAB)07,647+7,64703,6940.14%+3,694
ISHARES TR039,381+39,38105,4160.20%+5,416
ARISTA NETWORKS INC(ANET)026,276+26,27604,4640.17%+4,464
CROWDSTRIKE HLDGS INC(CRWD)08,306+8,30606,3390.24%+6,339
AMERICAN CENTY ETF TR033,194+33,19403,4210.13%+3,421
CALAMOS ETF TR
AUTOC INCOM ETF
0116,643+116,64303,1740.12%+3,174
ARM HOLDINGS PLC08,622+8,62203,0570.11%+3,057
SELECT SECTOR SPDR TR
ST STR ENERG ETF
057,191+57,19103,0370.11%+3,037
VANECK ETF TRUST
URANI NUCLE ETF
024,937+24,93702,8920.11%+2,892
MERCK & CO INC(MRK)036,076+36,07604,6360.17%+4,636
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
SPDR SERIES TRUST
ST STR P500GRW
021,543+21,54302,5630.10%+2,563
SSGA ACTIVE ETF TR
ST STR BL LN ETF
063,303+63,30302,5500.10%+2,550
MARVELL TECHNOLOGY INC(MRVL)09,682+9,68202,8840.11%+2,884
WELLS FARGO & CO(WFC)047,121+47,12103,8940.15%+3,894
VISA INC(V)028,157+28,15709,6610.36%+9,661
HEWLETT PACKARD ENTERPRISE C(HPE)052,842+52,84202,3840.09%+2,384
SELECT SECTOR SPDR TR
ST STR FINL ETF
044,443+44,44302,3830.09%+2,383
ISHARES TR
MSCI INTL QUALTY
056,194+56,19402,7840.10%+2,784
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
048,993+48,99302,6010.10%+2,601
ISHARES TR
0-5YR HI YL CP
0125,264+125,26405,3120.20%+5,312
ISHARES TR020,466+20,466015,3270.57%+15,327
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)06,234+6,23402,6900.10%+2,690
WESTERN DIGITAL CORP(WDC)2,8484,399+1,5517702,8100.11%+2,039
SPROTT ASSET MANAGEMENT LP0161,484+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
039,106+39,10602,2210.08%+2,221
ASTRAZENECA PLC(AZN)5,75416,641+10,8871,1243,1170.12%+1,993
RIO TINTO PLC(RIO)032,292+32,29203,0650.11%+3,065
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