| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 14.9% |
| SPDR S&P 500 ETF Trust | 4 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.4% |
| AMAZON COM INC | 4 | Q3 2023 | 4.1% |
| INVESCO QQQ TR | 4 | Q3 2023 | 2.7% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 3.4% |
| ALPHABET INC | 4 | Q3 2023 | 2.4% |
| ISHARES INC | 4 | Q3 2023 | 1.7% |
| TESLA INC | 4 | Q3 2023 | 1.8% |
| ISHARES INC | 4 | Q3 2023 | 1.7% |
View INSIGNEO ADVISORY SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
View INSIGNEO ADVISORY SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.