INSIGNEO ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 13, 2025
Value $: $968M
Signature - Title: Moises Valladares - CHIEF COMPLIANCE OFFICER
Location: Miami, FL
Summary: This page shows a list of all the recent 13F filings made by INSIGNEO ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INSIGNEO ADVISORY SERVICES, LLC reported 626 stock holdings with total value $968M as of Q4 2024. Top holdings included AAPL, SPY, AMZN, NVDA, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	626	$968M	+$68M	-$108M	-$39.8M	AAPL, SPY, AMZN, NVDA, MSFT	13F-HR	2/13/2025, 05:20 PM
Q3 2024	636	$992M	+$58.2M	-$52.6M	+$5.57M	AAPL, AMZN, MSFT, SPY, NVDA	13F-HR	11/14/2024, 07:03 PM
Q2 2024	589	$874M	+$174M	-$91.7M	+$81.9M	AAPL, MSFT, AMZN, NVDA, SPY	13F-HR	8/14/2024, 05:28 PM
Q1 2024	485	$842M	+$120M	-$37.5M	+$82.3M	AAPL, SPY, AMZN, MSFT, NVDA	13F-HR	5/15/2024, 01:50 PM
Q4 2023	436	$710M	+$177M	-$13.9M	+$163M	AAPL, SPY, MSFT, AMZN, BRKB	13F-HR	2/14/2024, 11:52 AM
Q3 2023	388	$491M	+$41.8M	-$52.3M	-$10.5M	AAPL, SPY, MSFT, AMZN, QQQ	13F-HR	11/14/2023, 04:50 PM
Q2 2023	339	$520M	+$188M	-$8.69M	+$179M	AAPL, SPY, AMZN, MSFT, BRKB	13F-HR	8/14/2023, 04:22 PM
Q1 2023	281	$314M	+$39.2M	-$18.1M	+$21M	AAPL, SPY, AMZN, MSFT, QQQ	13F-HR	5/11/2023, 03:54 PM
Q4 2022	252	$264M	$0	$0		AAPL, SPY, MSFT, AMZN, GOOGL	13F-HR	2/13/2023, 03:57 PM

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