Fund HoldingsINSIGNEO ADVISORY SERVICES, LLC

Total Portfolio Value
$1.39B
Total Bought
$153.16M
Total Sold
$189.80M
Net Transaction
-$36.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)106,798108,386+1,58825,96233,9252.43%+7,962
ISHARES SILVER TR(SLV)425,931363,530-62,40118,04723,4191.68%+5,372
ELEVATION SERIES TRUST0185,371+185,37105,0970.37%+5,097
ISHARES TR036,210+36,21003,9890.29%+3,989
SELECT SECTOR SPDR TR
ST STR ENERG ETF
086,387+86,38703,8620.28%+3,862
SPROTT ASSET MANAGEMENT LP(PSLV)167,824274,117+106,2932,6356,4830.47%+3,848
SELECT SECTOR SPDR TR
ST STR FINL ETF
066,120+66,12003,6210.26%+3,621
ISHARES INC
MSCI JAPAN ETF
044,067+44,06703,5580.26%+3,558
ISHARES TR
MSCI USA QLT FCT
7,91225,281+17,3691,5395,0210.36%+3,482
ALPHABET INC(GOOG)64,72861,207-3,52115,76519,2071.38%+3,442
SELECT SECTOR SPDR TR
ST STR CARE ETF
020,782+20,78203,2170.23%+3,217
SELECT SECTOR SPDR TR
ST STR TECHN ETF
020,016+20,01602,8820.21%+2,882
ISHARES TR097,689+97,68909,7570.70%+9,757
SSGA ACTIVE ETF TR
ST STR BL LN ETF
065,706+65,70602,7120.19%+2,712
ELI LILLY & CO(LLY)06,655+6,65507,1520.51%+7,152
NORTHERN LTS FD TR III
COUN QUA EQU ETF
057,290+57,29002,2970.16%+2,297
MICRON TECHNOLOGY INC(MU)19,17919,229+503,2095,4880.39%+2,279
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
029,864+29,86402,5010.18%+2,501
SPDR SERIES TRUST
ST STR P500ETF
026,407+26,40702,1180.15%+2,118
ISHARES INC042,995+42,99502,7560.20%+2,756
ISHARES TR7,17227,658+20,4866822,6340.19%+1,951
DBX ETF TR040,017+40,01701,9250.14%+1,925
BROADCOM INC(AVGO)30,69633,672+2,97610,12711,6540.84%+1,527
ADVANCED MICRO DEVICES INC(AMD)27,44927,848+3994,4415,9640.43%+1,523
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
56,51262,689+6,17710,72012,0090.86%+1,288
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,093+7,09301,1000.08%+1,100
NEOS ETF TRUST
NEOS ENH INC 1-3
021,575+21,57501,0730.08%+1,073
AMPLIFY ETF TR021,977+21,97709780.07%+978
BRISTOL-MYERS SQUIBB CO(BMY)017,963+17,96309690.07%+969
TIDAL TRUST I37,04076,112+39,0729261,8850.14%+959
CALAMOS ETF TR
AUTOC INCOM ETF
30,67367,325+36,6528431,8000.13%+958
AT&T INC(T)0125,165+125,16503,1090.22%+3,109
ISHARES TR
MSCI UK ETF NEW
029,286+29,28601,2880.09%+1,288
PAYPAL HLDGS INC(PYPL)031,989+31,98901,8680.13%+1,868
BOEING CO(BA)017,928+17,92803,8930.28%+3,893
PUTNAM ETF TRUST019,877+19,87709060.07%+906
INVESCO ACTIVELY MANAGED EXC
MSCI EAFE IN ETF
016,003+16,00308650.06%+865
ISHARES TR20,50125,667+5,1662,8343,6320.26%+798
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,62615,949+1,3234,0854,8470.35%+762
SPDR SERIES TRUST
ST STR P500GRW
07,108+7,10807580.05%+758
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
041,798+41,79801,6020.11%+1,602
UNILEVER PLC(UL)010,536+10,53606890.05%+689
COINBASE GLOBAL INC(COIN)7,10913,640+6,5312,3993,0850.22%+685
ISHARES INC
MSCI GBL GOLD MN
09,301+9,30106850.05%+685
ISHARES GOLD TR(IAU)48,83052,162+3,3323,5534,2340.30%+681
JOHNSON & JOHNSON(JNJ)20,04121,208+1,1673,7164,3890.32%+673
SPDR S&P MIDCAP 400 ETF TR(MDY)02,587+2,58701,5610.11%+1,561
PROSHARES TR
S&P 500 DV ARIST
06,275+6,27506530.05%+653
VANGUARD BD INDEX FDS08,133+8,13306410.05%+641
INTUITIVE SURGICAL INC03,459+3,45901,9590.14%+1,959
ISHARES TR06,440+6,44006240.04%+624
BLOCK INC(XYZ)022,104+22,10401,4390.10%+1,439
MERCK & CO INC(MRK)017,601+17,60101,8530.13%+1,853
JPMORGAN CHASE & CO.(JPM)33,77434,917+1,14310,65311,2510.81%+598
VANGUARD STAR FDS56,62862,956+6,3284,1604,7490.34%+590
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
102,881134,031+31,1501,9692,5560.18%+587
INVESCO EXCH TRADED FD TR II052,133+52,13305860.04%+586
VANGUARD INDEX FDS034,818+34,81806,6500.48%+6,650
SPDR SERIES TRUST
ST TERM HIGH ETF
022,499+22,49905700.04%+570
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,762+4,76205690.04%+569
GLOBAL X FDS
S&P 500 COVERED
013,725+13,72505580.04%+558
SPDR SERIES TRUST
ST STR NUVEE ETF
012,109+12,10905540.04%+554
ISHARES TR05,123+5,12305490.04%+549
BNY MELLON ETF TRUST
US MDCP CORE EQT
04,967+4,96705410.04%+541
VANGUARD MUN BD FDS037,243+37,24301,8730.13%+1,873
NEWMONT CORP(NEM)05,347+5,34705340.04%+534
ISHARES INC
CORE MSCI EMKT
018,820+18,82001,2650.09%+1,265
ISHARES TR08,484+8,48405270.04%+527
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
010,122+10,12205110.04%+511
ISHARES TR019,152+19,15201,5440.11%+1,544
SPROTT ASSET MANAGEMENT LP(PHYS)84,60190,773+6,1722,5062,9970.22%+491
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
22,89831,022+8,1241,3171,8030.13%+486
CATERPILLAR INC(CAT)4,1374,290+1531,9742,4580.18%+484
GRANITESHARES GOLD TR(BAR)011,100+11,10004720.03%+472
VANGUARD INDEX FDS05,241+5,24102,5570.18%+2,557
ISHARES TR014,417+14,41701,7770.13%+1,777
PIMCO ETF TR
25YR+ ZERO U S
07,200+7,20004630.03%+463
SHOPIFY INC(SHOP)023,522+23,52203,7860.27%+3,786
VANECK ETF TRUST
PREFERRED SECURT
075,712+75,71201,3370.10%+1,337
WISDOMTREE TR(WT)05,074+5,07404310.03%+431
ISHARES TR011,129+11,12902,3410.17%+2,341
WESTERN DIGITAL CORP(WDC)02,479+2,47904270.03%+427
RIO TINTO PLC(RIO)09,619+9,61907700.06%+770
ISHARES TR010,117+10,11702,1720.16%+2,172
FIDELITY COVINGTON TRUST
ENHANCED INTL
011,100+11,10004060.03%+406
CUMMINS INC(CMI)0788+78804020.03%+402
RTX CORPORATION(RTX)015,409+15,40902,8260.20%+2,826
METALLA RTY & STREAMING LTD357,029343,024-14,0052,2672,6690.19%+402
STERIS PLC(STE)01,584+1,58404020.03%+402
ISHARES TR02,810+2,81003970.03%+397
DIREXION SHS ETF TR
DAI SEM BUL ETF
09,401+9,40103950.03%+395
ISHARES TR099,135+99,13503,0690.22%+3,069
NEXTERA ENERGY INC(NEE)023,311+23,31101,8710.13%+1,871
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
09,821+9,82103860.03%+386
STRYKER CORPORATION(SYK)02,573+2,57309040.06%+904
ROYAL GOLD INC(RGLD)01,714+1,71403810.03%+381
INVESCO EXCH TRADED FD TR II
SR LN ETF
036,525+36,52507670.06%+767
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
034,267+34,26702,7320.20%+2,732
AMPHENOL CORP NEW04,734+4,73406400.05%+640
BITWISE 10 CRYPTO INDEX ETF06,173+6,17303630.03%+363
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