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Insigneo Advisory Services, Llc

Portfolio Manager
Insigneo Advisory Services, Llc
Performance
+3.53% (2025 Q4)
AUM (13F)
$1.41B
# of Holdings
736
Performance Rank
Allocation (Top 20)
45.82%

Insigneo Advisory Services, Llc Holdings Map

Top 50 Insigneo Advisory Services, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.05%389.9K$99.0M
+2.43%(+9.25K)
2025-Q1: 371.4K shares2025-Q2: 378.8K shares2025-Q3: 412.3K shares2025-Q4: 380.7K shares2026-Q1: 389.9K shares
$163.60(+82.28%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
5.76%124.5K$80.9M
+3.26%(+3.93K)
2025-Q1: 74.1K shares2025-Q2: 80.9K shares2025-Q3: 122.8K shares2025-Q4: 120.5K shares2026-Q1: 124.5K shares
$525.52(+42.37%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.82%307.5K$53.6M
-0.62%(-1.92K)
2025-Q1: 277.9K shares2025-Q2: 349.3K shares2025-Q3: 417.6K shares2025-Q4: 309.4K shares2026-Q1: 307.5K shares
$77.05(+205.95%)
2026-03-31
AMZN
AMAZON COM INC
3.19%215.2K$44.8M
+4.06%(+8.40K)
2025-Q1: 192.1K shares2025-Q2: 210.1K shares2025-Q3: 224.5K shares2025-Q4: 206.8K shares2026-Q1: 215.2K shares
$133.66(+99.92%)
2026-03-31
MSFT
MICROSOFT CORP
2.79%106.0K$39.2M
+8.32%(+8.14K)
2025-Q1: 84.0K shares2025-Q2: 89.8K shares2025-Q3: 95.5K shares2025-Q4: 97.9K shares2026-Q1: 106.0K shares
$327.06(+25.19%)
2026-03-31
GLD
SPDR GOLD TR
2.68%87.4K$37.6M
+14.30%(+10.93K)
2025-Q1: 67.1K shares2025-Q2: 75.6K shares2025-Q3: 87.1K shares2025-Q4: 76.4K shares2026-Q1: 87.4K shares
$260.87(+63.76%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.41%70.8K$33.9M
+5.16%(+3.47K)
2025-Q1: 63.1K shares2025-Q2: 65.7K shares2025-Q3: 70.3K shares2025-Q4: 67.3K shares2026-Q1: 70.8K shares
$374.65(+29.20%)
2026-03-31
GOOGL
ALPHABET INC
2.21%108.0K$31.1M
-0.35%(-375)
2025-Q1: 109.5K shares2025-Q2: 121.6K shares2025-Q3: 106.8K shares2025-Q4: 108.4K shares2026-Q1: 108.0K shares
$120.44(+233.00%)
2026-03-31
TT
TRANE TECHNOLOGIES PLC
2.12%71.6K$29.8M
+0.32%(+231)
2025-Q1: 71.4K shares2025-Q2: 71.4K shares2025-Q3: 71.3K shares2025-Q4: 71.3K shares2026-Q1: 71.6K shares
$272.73(+76.61%)
2026-03-31
META
META PLATFORMS INC
2.07%50.7K$29.0M
+8.93%(+4.16K)
2025-Q1: 37.2K shares2025-Q2: 40.5K shares2025-Q3: 44.6K shares2025-Q4: 46.5K shares2026-Q1: 50.7K shares
$373.65(+65.51%)
2026-03-31

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