EdgeMarket › What Insigneo Advisory Services, Llc reported owning
What Insigneo Advisory Services, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
745Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 99.0M | 7.0% | 389.9K | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 80.9M | 5.8% | 124.5K | 765.72 | +20.0% |
| NVDA NVIDIA CORP | 53.6M | 3.8% | 307.5K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 44.8M | 3.2% | 215.2K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 39.2M | 2.8% | 106.0K | 483.24 | -4.4% |
| GLD SPDR GOLD TRUST | 37.6M | 2.7% | 87.4K | 423.36 | +37.3% |
| unmapped CUSIP 084670702 | 33.9M | 2.4% | 70.8K | — | — |
| GOOGL Alphabet Inc. | 31.1M | 2.2% | 108.0K | 344.82 | +73.0% |
| TT Trane Technologies plc | 29.8M | 2.1% | 71.6K | 453.43 | +6.4% |
| META Meta Platforms, Inc. | 29.0M | 2.1% | 50.7K | 549.90 | -26.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 28.8M | 2.0% | 49.9K | 713.44 | +26.1% |
| SLV iShares Silver Trust | 27.6M | 2.0% | 404.4K | 62.72 | +82.2% |
| GOOG Alphabet Inc. | 18.8M | 1.3% | 65.6K | 341.75 | +70.7% |
| TSLA Tesla, Inc. | 16.6M | 1.2% | 44.7K | 362.86 | +12.0% |
| VOO Vanguard S&P 500 ETF | 15.4M | 1.1% | 25.8K | 703.71 | +20.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 14.4M | 1.0% | 74.9K | 221.67 | +18.8% |
| IVV iShares Core S&P 500 ETF | 13.1M | 0.9% | 20.1K | 769.31 | +20.0% |
| JPM JPMORGAN CHASE & CO | 10.4M | 0.7% | 35.3K | 351.58 | +20.3% |
| IBIT iShares Bitcoin Trust ETF | 10.0M | 0.7% | 261.2K | 43.68 | -32.7% |
| NFLX NETFLIX INC | 9.5M | 0.7% | 98.8K | 79.59 | -34.4% |
| AVGO Broadcom Inc. | 9.5M | 0.7% | 30.5K | 368.45 | +26.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9.3M | 0.7% | 93.8K | 97.35 | -1.7% |
| SILJ Amplify Junior Silver Miners ETF | 9.0M | 0.6% | 302.4K | 31.93 | +93.5% |
| PSLV Sprott Physical Silver Trust | 8.8M | 0.6% | 361.0K | 22.84 | +77.9% |
| CPAI Counterpoint Quantitative Equity ETF | 8.7M | 0.6% | 209.4K | 52.40 | +43.8% |
| CBLS Clough Hedged Equity ETF | 8.6M | 0.6% | 298.9K | 31.01 | +10.2% |
| COST COSTCO WHOLESALE CORP /NEW | 8.4M | 0.6% | 8.5K | 947.74 | -4.7% |
| XOM ExxonMobil Holdings Corp | 8.1M | 0.6% | 47.6K | 165.11 | +52.1% |
| MU MICRON TECHNOLOGY INC | 7.3M | 0.5% | 21.5K | 966.78 | +724.8% |
| V VISA INC. | 7.2M | 0.5% | 24.0K | 371.04 | +7.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 7.1M | 0.5% | 22.3K | 378.24 | +20.5% |
| MA Mastercard Inc | 7.0M | 0.5% | 13.9K | 580.63 | -2.0% |
| PLTR Palantir Technologies Inc. | 6.9M | 0.5% | 47.3K | 179.94 | +15.3% |
| VTV Vanguard Morningstar Value ETF | 6.5M | 0.5% | 33.4K | 226.40 | +24.6% |
| WMT Walmart Inc. | 6.5M | 0.5% | 52.2K | 103.70 | +1.1% |
| FFLC Fidelity Fundamental Large Cap Core ETF | 6.4M | 0.5% | 125.2K | 59.83 | +19.0% |
| LLY ELI LILLY & Co | 6.0M | 0.4% | 6.5K | 1,255.40 | +78.0% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 5.9M | 0.4% | 12.8K | 532.22 | +18.4% |
| unmapped CUSIP 084670108 | 5.7M | 0.4% | 8 | — | — |
| HON HONEYWELL INTERNATIONAL INC | 5.5M | 0.4% | 24.1K | 215.90 | -50.3% |
| JNJ JOHNSON & JOHNSON | 5.4M | 0.4% | 21.9K | 270.24 | +51.1% |
| VXUS Vanguard Total International Stock ETF | 5.3M | 0.4% | 68.2K | 87.71 | +22.7% |
| AMD ADVANCED MICRO DEVICES INC | 5.2M | 0.4% | 25.7K | 473.25 | +186.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.2M | 0.4% | 15.3K | 418.95 | +83.3% |
| IAU ISHARES GOLD TRUST | 5.0M | 0.4% | 57.1K | 86.79 | +37.5% |
| ALLE Allegion plc | 4.8M | 0.3% | 33.1K | 162.31 | -3.7% |
| BAC BANK OF AMERICA CORP /DE/ | 4.5M | 0.3% | 92.6K | 61.69 | +27.6% |
| JEPI JPMorgan Equity Premium Income ETF | 4.5M | 0.3% | 79.4K | 57.92 | +1.4% |
| CVX CHEVRON CORP | 4.5M | 0.3% | 21.6K | 205.27 | +34.0% |
| QUAL iShares MSCI USA Quality Factor ETF | 4.5M | 0.3% | 23.3K | 223.22 | +19.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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