INSIGNEO ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$874M
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 589 stock holdings with total value $874M as of Q2 2024. Top holdings included AAPL, MSFT, AMZN, NVDA, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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