$264 Million is the total value of INSIGNEO ADVISORY SERVICES, LLC's 252 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $37,371,000 | – | 287,625 | +100.0% | 14.15% | – |
| SPY | New | SPDR S&P 500 ETF Trustut ser 1 | $10,633,000 | – | 27,674 | +100.0% | 4.03% | – |
| MSFT | New | MICROSOFT CORP | $10,256,000 | – | 42,764 | +100.0% | 3.88% | – |
| AMZN | New | AMAZON COM INC | $10,202,000 | – | 121,451 | +100.0% | 3.86% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $6,456,000 | – | 73,172 | +100.0% | 2.44% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b | $5,563,000 | – | 18,009 | +100.0% | 2.11% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $5,411,000 | – | 20,321 | +100.0% | 2.05% | – |
| HON | New | HONEYWELL INTL INC | $4,789,000 | – | 22,349 | +100.0% | 1.81% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $3,750,000 | – | 8 | +100.0% | 1.42% | – |
| EEM | New | ISHARES INCmsci emg mkt etf | $3,724,000 | – | 98,267 | +100.0% | 1.41% | – |
| JPM | New | JPMORGAN CHASE & CO | $3,194,000 | – | 23,818 | +100.0% | 1.21% | – |
| IWM | New | ISHARES INCrussell 2000 etf | $3,025,000 | – | 17,348 | +100.0% | 1.14% | – |
| VLUE | New | ISHARES INCmsci usa value | $2,757,000 | – | 30,249 | +100.0% | 1.04% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,594,000 | – | 5,814 | +100.0% | 0.98% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $2,589,000 | – | 29,181 | +100.0% | 0.98% | – |
| VOE | New | VANGUARD WORLD FDSmcap vl idxvip | $2,434,000 | – | 18,000 | +100.0% | 0.92% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $2,409,000 | – | 44,251 | +100.0% | 0.91% | – |
| VTI | New | VANGUARD WORLD FDStotal stk mkt | $2,382,000 | – | 12,459 | +100.0% | 0.90% | – |
| TSLA | New | TESLA INC | $2,360,000 | – | 19,156 | +100.0% | 0.89% | – |
| V | New | VISA INC | $2,337,000 | – | 11,246 | +100.0% | 0.88% | – |
| MPC | New | MARATHON PETE CORP | $2,246,000 | – | 19,295 | +100.0% | 0.85% | – |
| HD | New | HOME DEPOT INC | $2,218,000 | – | 7,022 | +100.0% | 0.84% | – |
| NVDA | New | NVIDIA CORPORATION | $2,204,000 | – | 15,080 | +100.0% | 0.84% | – |
| FB | New | META PLATFORMS INCcl a | $2,022,000 | – | 16,799 | +100.0% | 0.77% | – |
| BMEZ | New | BLACKROCK HEALTH SCIENCS TR | $2,017,000 | – | 130,724 | +100.0% | 0.76% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,959,000 | – | 11,089 | +100.0% | 0.74% | – |
| CVX | New | CHEVRON CORP NEW | $1,955,000 | – | 10,892 | +100.0% | 0.74% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $1,931,000 | – | 56,463 | +100.0% | 0.73% | – |
| BA | New | BOEING CO | $1,858,000 | – | 9,754 | +100.0% | 0.70% | – |
| XOM | New | EXXON MOBIL CORP | $1,737,000 | – | 15,745 | +100.0% | 0.66% | – |
| IR | New | INGERSOLL RAND INC | $1,709,000 | – | 32,700 | +100.0% | 0.65% | – |
| COST | New | COSTCO WHSL CORP NEW | $1,631,000 | – | 3,573 | +100.0% | 0.62% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,604,000 | – | 18,343 | +100.0% | 0.61% | – |
| VGK | New | VANGUARD WORLD FDSftse europe etf | $1,600,000 | – | 28,863 | +100.0% | 0.61% | – |
| DIS | New | DISNEY WALT CO | $1,586,000 | – | 18,253 | +100.0% | 0.60% | – |
| PFE | New | PFIZER INC | $1,570,000 | – | 30,647 | +100.0% | 0.60% | – |
| VXUS | New | VANGUARD WORLD FDSvg tl intl stk f | $1,572,000 | – | 30,398 | +100.0% | 0.60% | – |
| IEUR | New | ISHARES INCcore msci euro | $1,481,000 | – | 31,182 | +100.0% | 0.56% | – |
| WMT | New | WALMART INC | $1,482,000 | – | 10,413 | +100.0% | 0.56% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,471,000 | – | 2,774 | +100.0% | 0.56% | – |
| TTE | New | TOTALENERGIES SEsponsored ads | $1,463,000 | – | 23,296 | +100.0% | 0.55% | – |
| ABBV | New | ABBVIE INC | $1,349,000 | – | 8,347 | +100.0% | 0.51% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,335,000 | – | 26,628 | +100.0% | 0.51% | – |
| PG | New | PROCTER AND GAMBLE CO | $1,336,000 | – | 8,818 | +100.0% | 0.51% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,328,000 | – | 33,713 | +100.0% | 0.50% | – |
| MRK | New | MERCK & CO INC | $1,234,000 | – | 11,058 | +100.0% | 0.47% | – |
| KO | New | COCA COLA CO | $1,200,000 | – | 18,872 | +100.0% | 0.45% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,189,000 | – | 3,419 | +100.0% | 0.45% | – |
| BAC | New | BK OF AMERICA CORP | $1,179,000 | – | 35,602 | +100.0% | 0.45% | – |
| PEP | New | PEPSICO INC | $1,130,000 | – | 6,216 | +100.0% | 0.43% | – |
| MELI | New | MERCADOLIBRE INC | $1,129,000 | – | 1,334 | +100.0% | 0.43% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,108,000 | – | 12,580 | +100.0% | 0.42% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $1,084,000 | – | 13,540 | +100.0% | 0.41% | – |
| VTWO | New | VANGUARD WORLD FDSvng rus2000idx | $1,066,000 | – | 15,143 | +100.0% | 0.40% | – |
| SDY | New | SPDR SER TRs&p divid etf | $1,036,000 | – | 8,277 | +100.0% | 0.39% | – |
| LOW | New | LOWES COS INC | $1,022,000 | – | 5,131 | +100.0% | 0.39% | – |
| CRM | New | SALESFORCE INC | $1,004,000 | – | 7,573 | +100.0% | 0.38% | – |
| MCD | New | MCDONALDS CORP | $989,000 | – | 3,752 | +100.0% | 0.38% | – |
| LMT | New | LOCKHEED MARTIN CORP | $907,000 | – | 1,864 | +100.0% | 0.34% | – |
| VNQ | New | VANGUARD WORLD FDSreal estate etf | $877,000 | – | 10,634 | +100.0% | 0.33% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $865,000 | – | 4,099 | +100.0% | 0.33% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $860,000 | – | 11,386 | +100.0% | 0.33% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $858,000 | – | 4,229 | +100.0% | 0.32% | – |
| T | New | AT&T INC | $853,000 | – | 46,332 | +100.0% | 0.32% | – |
| LLY | New | LILLY ELI & CO | $844,000 | – | 2,306 | +100.0% | 0.32% | – |
| NFLX | New | NETFLIX INC | $835,000 | – | 2,833 | +100.0% | 0.32% | – |
| TGT | New | TARGET CORP | $833,000 | – | 5,588 | +100.0% | 0.32% | – |
| CSCO | New | CISCO SYS INC | $832,000 | – | 17,472 | +100.0% | 0.32% | – |
| C | New | CITIGROUP INC | $810,000 | – | 17,915 | +100.0% | 0.31% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $799,000 | – | 20,012 | +100.0% | 0.30% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $798,000 | – | 7,907 | +100.0% | 0.30% | – |
| SPD | New | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $775,000 | – | 31,952 | +100.0% | 0.29% | – |
| DHR | New | DANAHER CORPORATION | $764,000 | – | 2,876 | +100.0% | 0.29% | – |
| DUK | New | DUKE ENERGY CORP NEW | $760,000 | – | 7,380 | +100.0% | 0.29% | – |
| PYPL | New | PAYPAL HLDGS INC | $741,000 | – | 10,409 | +100.0% | 0.28% | – |
| VOO | New | VANGUARD WORLD FDS | $740,000 | – | 2,105 | +100.0% | 0.28% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $726,000 | – | 15,700 | +100.0% | 0.28% | – |
| QCOM | New | QUALCOMM INC | $726,000 | – | 6,606 | +100.0% | 0.28% | – |
| ETSY | New | ETSY INC | $707,000 | – | 5,901 | +100.0% | 0.27% | – |
| AMP | New | AMERIPRISE FINL INC | $705,000 | – | 2,263 | +100.0% | 0.27% | – |
| BP | New | BP PLCsponsored adr | $703,000 | – | 20,129 | +100.0% | 0.27% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $696,000 | – | 4,004 | +100.0% | 0.26% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $679,000 | – | 805 | +100.0% | 0.26% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $657,000 | – | 14,965 | +100.0% | 0.25% | – |
| VALE | New | VALE S Asponsored ads | $652,000 | – | 38,415 | +100.0% | 0.25% | – |
| TTD | New | THE TRADE DESK INC | $649,000 | – | 14,479 | +100.0% | 0.25% | – |
| ARKK | New | ARK ETF TRinnovation etf | $639,000 | – | 20,470 | +100.0% | 0.24% | – |
| PM | New | PHILIP MORRIS INTL INC | $636,000 | – | 6,207 | +100.0% | 0.24% | – |
| NKE | New | NIKE INCcl b | $631,000 | – | 5,391 | +100.0% | 0.24% | – |
| SBUX | New | STARBUCKS CORP | $626,000 | – | 6,306 | +100.0% | 0.24% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $626,000 | – | 1,136 | +100.0% | 0.24% | – |
| CMCSA | New | COMCAST CORPcl a | $624,000 | – | 17,833 | +100.0% | 0.24% | – |
| DE | New | DEERE & CO | $616,000 | – | 1,432 | +100.0% | 0.23% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $606,000 | – | 2,284 | +100.0% | 0.23% | – |
| PXD | New | PIONEER NAT RES CO | $580,000 | – | 2,539 | +100.0% | 0.22% | – |
| IJR | New | ISHARES INCcore s&p scp etf | $578,000 | – | 6,104 | +100.0% | 0.22% | – |
| MU | New | MICRON TECHNOLOGY INC | $572,000 | – | 11,418 | +100.0% | 0.22% | – |
| AXP | New | AMERICAN EXPRESS CO | $571,000 | – | 3,868 | +100.0% | 0.22% | – |
| MS | New | MORGAN STANLEY | $571,000 | – | 6,715 | +100.0% | 0.22% | – |
| AMAT | New | APPLIED MATLS INC | $570,000 | – | 5,856 | +100.0% | 0.22% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $565,000 | – | 1,680 | +100.0% | 0.21% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $563,000 | – | 2,639 | +100.0% | 0.21% | – |
| ABNB | New | AIRBNB INC | $563,000 | – | 6,590 | +100.0% | 0.21% | – |
| VBR | New | VANGUARD WORLD FDSsm cp val etf | $560,000 | – | 3,528 | +100.0% | 0.21% | – |
| BX | New | BLACKSTONE INC | $555,000 | – | 7,485 | +100.0% | 0.21% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $544,000 | – | 7,254 | +100.0% | 0.21% | – |
| TJX | New | TJX COS INC NEW | $545,000 | – | 6,842 | +100.0% | 0.21% | – |
| USMV | New | ISHARES INCmsci usa min vol | $541,000 | – | 7,500 | +100.0% | 0.20% | – |
| UNP | New | UNION PAC CORP | $538,000 | – | 2,598 | +100.0% | 0.20% | – |
| MKL | New | MARKEL CORP | $538,000 | – | 408 | +100.0% | 0.20% | – |
| ABT | New | ABBOTT LABS | $527,000 | – | 4,804 | +100.0% | 0.20% | – |
| ORCL | New | ORACLE CORP | $529,000 | – | 6,475 | +100.0% | 0.20% | – |
| RNP | New | COHEN & STEERS REIT & PFD & | $522,000 | – | 25,616 | +100.0% | 0.20% | – |
| GD | New | GENERAL DYNAMICS CORP | $512,000 | – | 2,062 | +100.0% | 0.19% | – |
| WFC | New | WELLS FARGO CO NEW | $506,000 | – | 12,247 | +100.0% | 0.19% | – |
| BIDU | New | BAIDU INCspon adr rep a | $504,000 | – | 4,409 | +100.0% | 0.19% | – |
| SQ | New | BLOCK INCcl a | $505,000 | – | 8,038 | +100.0% | 0.19% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $495,000 | – | 6,609 | +100.0% | 0.19% | – |
| UL | New | UNILEVER PLCspon adr new | $486,000 | – | 9,662 | +100.0% | 0.18% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $483,000 | – | 9,037 | +100.0% | 0.18% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $482,000 | – | 17,070 | +100.0% | 0.18% | – |
| IVV | New | ISHARES INCcore s&p500 etf | $483,000 | – | 1,256 | +100.0% | 0.18% | – |
| BSTZ | New | BLACKROCK SCIENCE & TECHNOLO | $482,000 | – | 30,838 | +100.0% | 0.18% | – |
| CVS | New | CVS HEALTH CORP | $478,000 | – | 5,129 | +100.0% | 0.18% | – |
| EDOW | New | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $475,000 | – | 16,481 | +100.0% | 0.18% | – |
| TXN | New | TEXAS INSTRS INC | $476,000 | – | 2,879 | +100.0% | 0.18% | – |
| INTC | New | INTEL CORP | $470,000 | – | 17,789 | +100.0% | 0.18% | – |
| NSC | New | NORFOLK SOUTHN CORP | $464,000 | – | 1,884 | +100.0% | 0.18% | – |
| IWF | New | ISHARES INCrus 1000 grw etf | $464,000 | – | 2,164 | +100.0% | 0.18% | – |
| CDW | New | CDW CORP | $463,000 | – | 2,594 | +100.0% | 0.18% | – |
| AAXJ | New | ISHARES INCmsci ac asia etf | $460,000 | – | 7,107 | +100.0% | 0.17% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $460,000 | – | 3,264 | +100.0% | 0.17% | – |
| NEE | New | NEXTERA ENERGY INC | $458,000 | – | 5,477 | +100.0% | 0.17% | – |
| ITOT | New | ISHARES INCcore s&p ttl stk | $454,000 | – | 5,354 | +100.0% | 0.17% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $450,000 | – | 7,260 | +100.0% | 0.17% | – |
| New | ANNALY CAPITAL MANAGEMENT IN | $449,000 | – | 20,460 | +100.0% | 0.17% | – | |
| PH | New | PARKER-HANNIFIN CORP | $443,000 | – | 1,524 | +100.0% | 0.17% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $441,000 | – | 8,321 | +100.0% | 0.17% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $435,000 | – | 15,535 | +100.0% | 0.16% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $428,000 | – | 4,070 | +100.0% | 0.16% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $428,000 | – | 1,727 | +100.0% | 0.16% | – |
| DDOG | New | DATADOG INC | $428,000 | – | 5,825 | +100.0% | 0.16% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $413,000 | – | 1,202 | +100.0% | 0.16% | – |
| REET | New | ISHARES INCglobal reit etf | $413,000 | – | 18,185 | +100.0% | 0.16% | – |
| AXON | New | AXON ENTERPRISE INC | $406,000 | – | 2,448 | +100.0% | 0.15% | – |
| VICI | New | VICI PPTYS INC | $406,000 | – | 12,397 | +100.0% | 0.15% | – |
| AVGO | New | BROADCOM INC | $403,000 | – | 720 | +100.0% | 0.15% | – |
| DG | New | DOLLAR GEN CORP NEW | $403,000 | – | 1,632 | +100.0% | 0.15% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $401,000 | – | 23,472 | +100.0% | 0.15% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $398,000 | – | 5,877 | +100.0% | 0.15% | – |
| COP | New | CONOCOPHILLIPS | $395,000 | – | 3,334 | +100.0% | 0.15% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $397,000 | – | 5,051 | +100.0% | 0.15% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $395,000 | – | 37,107 | +100.0% | 0.15% | – |
| MMM | New | 3M CO | $391,000 | – | 3,262 | +100.0% | 0.15% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $390,000 | – | 2,513 | +100.0% | 0.15% | – |
| APD | New | AIR PRODS & CHEMS INCsponsored ads | $390,000 | – | 1,260 | +100.0% | 0.15% | – |
| CAT | New | CATERPILLAR INC | $385,000 | – | 1,609 | +100.0% | 0.15% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $377,000 | – | 3,031 | +100.0% | 0.14% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $377,000 | – | 272 | +100.0% | 0.14% | – |
| FDX | New | FEDEX CORP | $375,000 | – | 2,150 | +100.0% | 0.14% | – |
| SHW | New | SHERWIN WILLIAMS CO | $369,000 | – | 1,556 | +100.0% | 0.14% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $368,000 | – | 5,681 | +100.0% | 0.14% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $360,000 | – | 4,715 | +100.0% | 0.14% | – |
| F | New | FORD MTR CO DEL | $356,000 | – | 30,628 | +100.0% | 0.14% | – |
| GPC | New | GENUINE PARTS CO | $357,000 | – | 2,046 | +100.0% | 0.14% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $353,000 | – | 2,870 | +100.0% | 0.13% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $353,000 | – | 15,500 | +100.0% | 0.13% | – |
| IWD | New | ISHARES INCrus 1000 val etf | $352,000 | – | 2,321 | +100.0% | 0.13% | – |
| D | New | DOMINION ENERGY INC | $347,000 | – | 5,661 | +100.0% | 0.13% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $340,000 | – | 3,231 | +100.0% | 0.13% | – |
| AMGN | New | AMGEN INC | $341,000 | – | 1,299 | +100.0% | 0.13% | – |
| ITA | New | ISHARES INCus aer def etf | $334,000 | – | 2,986 | +100.0% | 0.13% | – |
| SOXX | New | ISHARES INCishares semicdtr | $334,000 | – | 959 | +100.0% | 0.13% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $331,000 | – | 2,818 | +100.0% | 0.12% | – |
| DOCU | New | DOCUSIGN INC | $331,000 | – | 5,981 | +100.0% | 0.12% | – |
| XBI | New | SPDR SER TRs&p biotech | $331,000 | – | 3,990 | +100.0% | 0.12% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $327,000 | – | 5,396 | +100.0% | 0.12% | – |
| DEO | New | DIAGEO PLCspon adr new | $327,000 | – | 1,833 | +100.0% | 0.12% | – |
| STAG | New | STAG INDL INC | $327,000 | – | 10,087 | +100.0% | 0.12% | – |
| PTLC | New | PACER FDS TRtrendp us lar cp | $322,000 | – | 8,580 | +100.0% | 0.12% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $320,000 | – | 1,444 | +100.0% | 0.12% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $320,000 | – | 2,023 | +100.0% | 0.12% | – |
| SCHW | New | SCHWAB CHARLES CORP | $315,000 | – | 3,779 | +100.0% | 0.12% | – |
| GILD | New | GILEAD SCIENCES INC | $312,000 | – | 3,640 | +100.0% | 0.12% | – |
| WM | New | WASTE MGMT INC DEL | $310,000 | – | 1,973 | +100.0% | 0.12% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $303,000 | – | 2,144 | +100.0% | 0.12% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $300,000 | – | 1,209 | +100.0% | 0.11% | – |
| GIS | New | GENERAL MLS INC | $301,000 | – | 3,592 | +100.0% | 0.11% | – |
| CTVA | New | CORTEVA INC | $298,000 | – | 5,076 | +100.0% | 0.11% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $290,000 | – | 7,767 | +100.0% | 0.11% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $291,000 | – | 17,314 | +100.0% | 0.11% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $290,000 | – | 1,124 | +100.0% | 0.11% | – |
| LAND | New | GLADSTONE LD CORP | $287,000 | – | 15,632 | +100.0% | 0.11% | – |
| SNOW | New | SNOWFLAKE INCcl a | $287,000 | – | 1,998 | +100.0% | 0.11% | – |
| PANW | New | PALO ALTO NETWORKS INC | $284,000 | – | 2,037 | +100.0% | 0.11% | – |
| TFC | New | TRUIST FINL CORP | $286,000 | – | 6,650 | +100.0% | 0.11% | – |
| NOK | New | NOKIA CORPsponsored adr | $281,000 | – | 60,493 | +100.0% | 0.11% | – |
| ARKF | New | ARK ETF TRfintech innova | $279,000 | – | 19,558 | +100.0% | 0.11% | – |
| ENFR | New | ALPS ETF TRalerian energy | $279,000 | – | 13,170 | +100.0% | 0.11% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $278,000 | – | 1,958 | +100.0% | 0.10% | – |
| CCI | New | CROWN CASTLE INC | $276,000 | – | 2,032 | +100.0% | 0.10% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $277,000 | – | 4,806 | +100.0% | 0.10% | – |
| PINS | New | PINTEREST INCcl a | $274,000 | – | 11,298 | +100.0% | 0.10% | – |
| SYY | New | SYSCO CORP | $274,000 | – | 3,587 | +100.0% | 0.10% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $272,000 | – | 4,005 | +100.0% | 0.10% | – |
| SIVB | New | SVB FINANCIAL GROUP | $272,000 | – | 1,181 | +100.0% | 0.10% | – |
| MET | New | METLIFE INC | $268,000 | – | 3,697 | +100.0% | 0.10% | – |
| NVO | New | NOVO-NORDISK A Sadr | $264,000 | – | 1,954 | +100.0% | 0.10% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $265,000 | – | 486 | +100.0% | 0.10% | – |
| PSX | New | PHILLIPS 66 | $261,000 | – | 2,512 | +100.0% | 0.10% | – |
| O | New | REALTY INCOME CORP | $261,000 | – | 4,095 | +100.0% | 0.10% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $258,000 | – | 6,310 | +100.0% | 0.10% | – |
| PGR | New | PROGRESSIVE CORP | $260,000 | – | 2,004 | +100.0% | 0.10% | – |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $258,000 | – | 11,511 | +100.0% | 0.10% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $253,000 | – | 4,278 | +100.0% | 0.10% | – |
| EWW | New | ISHARES INCmsci mexico etf | $252,000 | – | 5,100 | +100.0% | 0.10% | – |
| PKG | New | PACKAGING CORP AMER | $250,000 | – | 1,934 | +100.0% | 0.10% | – |
| BCAT | New | BLACKROCK CAP ALLOCATION TR | $247,000 | – | 14,885 | +100.0% | 0.09% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $247,000 | – | 2,407 | +100.0% | 0.09% | – |
| New | GENERAL ELECTRIC CO | $249,000 | – | 2,974 | +100.0% | 0.09% | – | |
| NUE | New | NUCOR CORP | $244,000 | – | 1,841 | +100.0% | 0.09% | – |
| EOG | New | EOG RES INC | $241,000 | – | 1,861 | +100.0% | 0.09% | – |
| FCTR | New | FIRST TR EXCHANGE-TRADED FDlunt us factor | $241,000 | – | 8,638 | +100.0% | 0.09% | – |
| CTAS | New | CINTAS CORP | $234,000 | – | 519 | +100.0% | 0.09% | – |
| FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $234,000 | – | 13,700 | +100.0% | 0.09% | – |
| ANTM | New | ELEVANCE HEALTH INC | $232,000 | – | 453 | +100.0% | 0.09% | – |
| EQIX | New | EQUINIX INC | $232,000 | – | 354 | +100.0% | 0.09% | – |
| STWD | New | STARWOOD PPTY TR INC | $231,000 | – | 12,270 | +100.0% | 0.09% | – |
| BOMN | New | BOSTON OMAHA CORP | $230,000 | – | 8,697 | +100.0% | 0.09% | – |
| NXST | New | NEXSTAR MEDIA GROUP INC | $224,000 | – | 1,282 | +100.0% | 0.08% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $223,000 | – | 5,748 | +100.0% | 0.08% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $223,000 | – | 5,478 | +100.0% | 0.08% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $220,000 | – | 1,058 | +100.0% | 0.08% | – |
| DOCN | New | DIGITALOCEAN HLDGS INC | $216,000 | – | 8,490 | +100.0% | 0.08% | – |
| AVT | New | AVNET INC | $217,000 | – | 5,216 | +100.0% | 0.08% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $214,000 | – | 830 | +100.0% | 0.08% | – |
| GM | New | GENERAL MTRS CO | $215,000 | – | 6,389 | +100.0% | 0.08% | – |
| EWY | New | ISHARES INCmsci sth kor etf | $214,000 | – | 3,786 | +100.0% | 0.08% | – |
| PICK | New | ISHARES INCmsci gbl etf new | $211,000 | – | 5,154 | +100.0% | 0.08% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $209,000 | – | 5,100 | +100.0% | 0.08% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $206,000 | – | 1,513 | +100.0% | 0.08% | – |
| ARES | New | ARES MANAGEMENT CORPORATION | $206,000 | – | 3,004 | +100.0% | 0.08% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $207,000 | – | 2,500 | +100.0% | 0.08% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $204,000 | – | 7,623 | +100.0% | 0.08% | – |
| KMB | New | KIMBERLY-CLARK CORP | $204,000 | – | 1,493 | +100.0% | 0.08% | – |
| SO | New | SOUTHERN CO | $201,000 | – | 2,819 | +100.0% | 0.08% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGE | $201,000 | – | 605 | +100.0% | 0.08% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $200,000 | – | 863 | +100.0% | 0.08% | – |
| BLK | New | BLACKROCK INC | $201,000 | – | 284 | +100.0% | 0.08% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $201,000 | – | 5,295 | +100.0% | 0.08% | – |
| NOW | New | SERVICENOW INC | $201,000 | – | 518 | +100.0% | 0.08% | – |
| VTR | New | VENTAS INC | $200,000 | – | 4,400 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.