INSIGNEO ADVISORY SERVICES, LLC
data from 30/09/2025
Capitalization
$ 1.424 B
22.34 %
Performance
$ 415.786 M
62.17 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | AAPL | APPLE INC | 7.37% | 104.978 M $ | 412275 | 2022/12/31 | 18.738 M $ | 24.11 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 5.75% | 81.831 M $ | 122836 | 2022/12/31 | 3.908 M $ | 7.82 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 5.47% | 77.915 M $ | 417597 | 2022/12/31 | 9.986 M $ | 18.10 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 3.47% | 49.444 M $ | 95462 | 2022/12/31 | 1.844 M $ | 4.13 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 3.46% | 49.285 M $ | 224460 | 2022/12/31 | 37.825 K $ | 0.08 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 2.54% | 36.187 M $ | 60275 | 2022/12/31 | 2.002 M $ | 8.83 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.48% | 35.354 M $ | 70323 | 2022/12/31 | 1.114 M $ | 3.49 % |
| 2025/09/30 | META | META PLATFORMS INC | 2.30% | 32.756 M $ | 44604 | 2022/12/31 | -150.418 K $ | -0.50 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 2.17% | 30.951 M $ | 87070 | 2024/06/30 | 3.830 M $ | 16.61 % |
| 2025/09/30 | TT | TRANE TECHNOLOGIES PLC | 2.11% | 30.107 M $ | 71350 | 2024/03/31 | -1.103 M $ | -3.53 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 1.82% | 25.962 M $ | 106798 | 2022/12/31 | 8.130 M $ | 37.94 % |
| 2025/09/30 | TSLA | TESLA INC | 1.76% | 25.055 M $ | 56340 | 2022/12/31 | 6.300 M $ | 40.00 % |
| 2025/09/30 | SLV | ISHARES SILVER TR | 1.27% | 18.047 M $ | 425931 | 2024/06/30 | 3.728 M $ | 29.14 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 1.21% | 17.304 M $ | 266208 | 2024/06/30 | 575.556 K $ | 6.19 % |
| 2025/09/30 | GOOG | ALPHABET INC | 1.11% | 15.765 M $ | 64728 | 2022/12/31 | 3.874 M $ | 37.30 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 1.06% | 15.140 M $ | 24724 | 2022/12/31 | 954.545 K $ | 7.81 % |
| 2025/09/30 | IVV | ISHARES TR | 0.93% | 13.279 M $ | 19840 | 2022/12/31 | 706.252 K $ | 7.80 % |
| 2025/09/30 | MSCI | MSCI INC | 0.84% | 11.992 M $ | 21135 | 2023/09/30 | -197.441 K $ | -1.62 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.76% | 10.762 M $ | 8976 | 2022/12/31 | -1.146 M $ | -10.47 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.75% | 10.720 M $ | 56512 | 2022/12/31 | 377.455 K $ | 4.38 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.75% | 10.653 M $ | 33774 | 2022/12/31 | 867.705 K $ | 8.80 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.71% | 10.127 M $ | 30696 | 2022/12/31 | 1.492 M $ | 19.68 % |
| 2025/09/30 | V | VISA INC | 0.59% | 8.352 M $ | 24464 | 2022/12/31 | -342.160 K $ | -3.85 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.58% | 8.228 M $ | 45105 | 2023/03/31 | 1.815 M $ | 33.82 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.53% | 7.618 M $ | 8230 | 2022/12/31 | -340.392 K $ | -6.50 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.52% | 7.469 M $ | 13131 | 2022/12/31 | 85.813 K $ | 1.22 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.51% | 7.260 M $ | 25814 | 2022/12/31 | 1.296 M $ | 28.64 % |
| 2025/09/30 | SILJ | AMPLIFY ETF TR | 0.51% | 7.211 M $ | 312318 | 2024/06/30 | 2.286 M $ | 56.01 % |
| 2025/09/30 | AGG | ISHARES TR | 0.49% | 6.969 M $ | 69515 | 2024/06/30 | 74.296 K $ | 1.06 % |
| 2025/09/30 | MELI | MERCADOLIBRE INC | 0.48% | 6.897 M $ | 2952 | 2022/12/31 | -602.077 K $ | -10.59 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.48% | 6.832 M $ | 20820 | 2022/12/31 | 412.346 K $ | 7.98 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 0.43% | 6.065 M $ | 32524 | 2023/06/30 | 315.997 K $ | 5.52 % |
| 2025/09/30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.42% | 6.034 M $ | 8 | 2022/12/31 | 228.600 K $ | 3.49 % |
| 2025/09/30 | DIA | SPDR DOW JONES INDL AVERAGE | 0.41% | 5.900 M $ | 12722 | 2022/12/31 | 266.689 K $ | 5.24 % |
| 2025/09/30 | ALLE | ALLEGION PLC | 0.41% | 5.813 M $ | 32778 | 2024/03/31 | 1.089 M $ | 23.06 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.40% | 5.705 M $ | 50603 | 2022/12/31 | 239.490 K $ | 4.59 % |
| 2025/09/30 | WMT | WALMART INC | 0.40% | 5.700 M $ | 55304 | 2022/12/31 | 290.864 K $ | 5.40 % |
| 2025/09/30 | YPF | YPF SOCIEDAD ANONIMA | 0.39% | 5.605 M $ | 230754 | 2023/03/31 | -920.074 K $ | -22.77 % |
| 2025/09/30 | BX | BLACKSTONE INC | 0.39% | 5.548 M $ | 32474 | 2022/12/31 | 693.529 K $ | 14.22 % |
| 2025/09/30 | IWM | ISHARES TR | 0.38% | 5.418 M $ | 22394 | 2022/12/31 | 491.289 K $ | 12.13 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 0.34% | 4.855 M $ | 177849 | 2022/12/31 | 138.735 K $ | 3.02 % |
| 2025/09/30 | MGK | VANGUARD WORLD FD | 0.33% | 4.747 M $ | 11797 | 2024/06/30 | 418.397 K $ | 9.90 % |
| 2025/09/30 | BABA | ALIBABA GROUP HLDG LTD | 0.33% | 4.699 M $ | 26293 | 2022/12/31 | 1.879 M $ | 57.60 % |
| 2025/09/30 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.33% | 4.698 M $ | 82271 | 2023/09/30 | 27.832 K $ | 0.44 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.33% | 4.693 M $ | 6151 | 2022/12/31 | -98.089 K $ | -2.12 % |
| 2025/09/30 | TLT | ISHARES TR | 0.33% | 4.659 M $ | 52131 | 2024/06/30 | 51.458 K $ | 1.27 % |
| 2025/09/30 | ETHA | ISHARES ETHEREUM TR | 0.32% | 4.578 M $ | 145284 | 2024/09/30 | 1.217 M $ | 65.23 % |
| 2025/09/30 | VGT | VANGUARD WORLD FD | 0.32% | 4.560 M $ | 6108 | 2023/06/30 | 470.094 K $ | 12.57 % |
| 2025/09/30 | HON | HONEYWELL INTL INC | 0.32% | 4.551 M $ | 21620 | 2022/12/31 | -503.549 K $ | -9.61 % |
| 2025/09/30 | DIS | DISNEY WALT CO | 0.32% | 4.501 M $ | 39307 | 2022/12/31 | -387.789 K $ | -7.67 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.32% | 4.489 M $ | 87019 | 2022/12/31 | 375.461 K $ | 9.02 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.31% | 4.441 M $ | 27449 | 2022/12/31 | 442.492 K $ | 14.02 % |
| 2025/09/30 | SHV | ISHARES TR | 0.31% | 4.375 M $ | 39596 | 2024/06/30 | 2.435 K $ | 0.06 % |
| 2025/09/30 | GDXJ | VANECK ETF TRUST | 0.30% | 4.312 M $ | 43545 | 2023/03/31 | 1.240 M $ | 46.52 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.30% | 4.216 M $ | 14957 | 2022/12/31 | 382.267 K $ | 11.31 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 0.29% | 4.160 M $ | 56628 | 2022/12/31 | 227.668 K $ | 6.33 % |
| 2025/09/30 | ANGL | VANECK ETF TRUST | 0.29% | 4.155 M $ | 139759 | 2024/06/30 | 58.050 K $ | 1.54 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.29% | 4.085 M $ | 14626 | 2022/12/31 | 743.899 K $ | 23.31 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.28% | 3.988 M $ | 5007 | 2022/12/31 | 363.260 K $ | 12.52 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.27% | 3.786 M $ | 16351 | 2022/12/31 | 753.179 K $ | 24.74 % |
| 2025/09/30 | FXI | ISHARES TR | 0.26% | 3.718 M $ | 90372 | 2023/06/30 | 332.004 K $ | 11.92 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.26% | 3.716 M $ | 20041 | 2022/12/31 | 690.676 K $ | 21.39 % |
| 2025/09/30 | FLOT | ISHARES TR | 0.26% | 3.694 M $ | 72315 | 2025/03/31 | 6.262 K $ | 0.14 % |
| 2025/09/30 | XLF | SELECT SECTOR SPDR TR | 0.26% | 3.655 M $ | 67845 | 2022/12/31 | 96.880 K $ | 2.86 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.26% | 3.648 M $ | 23490 | 2022/12/31 | 272.709 K $ | 8.45 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.25% | 3.619 M $ | 36943 | 2023/03/31 | 142.561 K $ | 5.01 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 0.25% | 3.553 M $ | 48830 | 2024/06/30 | 384.337 K $ | 16.69 % |
| 2025/09/30 | SHYG | ISHARES TR | 0.24% | 3.459 M $ | 79894 | 2024/06/30 | 12.460 K $ | 0.37 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.24% | 3.455 M $ | 8526 | 2022/12/31 | 325.092 K $ | 10.51 % |
| 2025/09/30 | TIP | ISHARES TR | 0.24% | 3.406 M $ | 30626 | 2024/06/30 | 36.701 K $ | 1.07 % |
| 2025/09/30 | VT | VANGUARD INTL EQUITY INDEX F | 0.24% | 3.404 M $ | 24699 | 2023/06/30 | 225.188 K $ | 7.22 % |
| 2025/09/30 | PCN | PIMCO CORPORATE & INCM STRG | 0.24% | 3.354 M $ | 250700 | 2024/06/30 | 172.983 K $ | 5.44 % |
| 2025/09/30 | XLE | SELECT SECTOR SPDR TR | 0.24% | 3.353 M $ | 37528 | 2022/12/31 | 179.868 K $ | 5.34 % |
| 2025/09/30 | ASML | ASML HOLDING N V | 0.24% | 3.349 M $ | 3459 | 2023/06/30 | 520.270 K $ | 20.80 % |
| 2025/09/30 | SHOP | SHOPIFY INC | 0.23% | 3.336 M $ | 22447 | 2023/09/30 | 963.741 K $ | 28.83 % |
| 2025/09/30 | MPC | MARATHON PETE CORP | 0.23% | 3.301 M $ | 17125 | 2022/12/31 | 460.246 K $ | 16.03 % |
| 2025/09/30 | AXP | AMERICAN EXPRESS CO | 0.23% | 3.290 M $ | 9905 | 2022/12/31 | 124.010 K $ | 4.13 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.23% | 3.287 M $ | 6702 | 2022/12/31 | -124.199 K $ | -3.72 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.23% | 3.237 M $ | 15899 | 2022/12/31 | -18.261 K $ | -0.50 % |
| 2025/09/30 | MU | MICRON TECHNOLOGY INC | 0.23% | 3.209 M $ | 19179 | 2022/12/31 | 742.315 K $ | 35.76 % |
| 2025/09/30 | VOE | VANGUARD INDEX FDS | 0.22% | 3.142 M $ | 18000 | 2022/12/31 | 182.160 K $ | 6.15 % |
| 2025/09/30 | KO | COCA COLA CO | 0.22% | 3.137 M $ | 47305 | 2022/12/31 | -218.793 K $ | -6.26 % |
| 2025/09/30 | DBC | INVESCO DB COMMDY INDX TRCK | 0.22% | 3.104 M $ | 137793 | 2024/06/30 | 98.161 K $ | 3.30 % |
| 2025/09/30 | SMH | VANECK ETF TRUST | 0.21% | 3.006 M $ | 9210 | 2022/12/31 | 432.970 K $ | 17.03 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.21% | 3.003 M $ | 8697 | 2022/12/31 | 267.873 K $ | 10.68 % |
| 2025/09/30 | BA | BOEING CO | 0.21% | 2.966 M $ | 13741 | 2022/12/31 | 79.707 K $ | 3.01 % |
| 2025/09/30 | IR | INGERSOLL RAND INC | 0.21% | 2.942 M $ | 35607 | 2022/12/31 | -19.992 K $ | -0.67 % |
| 2025/09/30 | VIST | VISTA ENERGY S.A.B. DE C.V. | 0.20% | 2.914 M $ | 84705 | 2024/12/31 | -698.754 K $ | -28.05 % |
| 2025/09/30 | C | CITIGROUP INC | 0.20% | 2.896 M $ | 28535 | 2022/12/31 | 453.103 K $ | 19.24 % |
| 2025/09/30 | ACWI | ISHARES TR | 0.20% | 2.834 M $ | 20501 | 2023/06/30 | 173.182 K $ | 7.50 % |
| 2025/09/30 | XLV | SELECT SECTOR SPDR TR | 0.20% | 2.829 M $ | 20328 | 2022/12/31 | 74.976 K $ | 3.25 % |
| 2025/09/30 | CRM | SALESFORCE INC | 0.20% | 2.803 M $ | 11827 | 2022/12/31 | -408.971 K $ | -13.09 % |
| 2025/09/30 | JAAA | JANUS DETROIT STR TR | 0.20% | 2.794 M $ | 55030 | 2024/06/30 | 2.221 K $ | 0.06 % |
| 2025/09/30 | IWF | ISHARES TR | 0.20% | 2.793 M $ | 5963 | 2022/12/31 | 132.366 K $ | 10.32 % |
| 2025/09/30 | EWJ | ISHARES INC | 0.19% | 2.765 M $ | 34469 | 2022/12/31 | 185.778 K $ | 6.99 % |
| 2025/09/30 | VEU | VANGUARD INTL EQUITY INDEX F | 0.19% | 2.707 M $ | 37923 | 2022/12/31 | 156.438 K $ | 6.17 % |
| 2025/09/30 | VGK | VANGUARD INTL EQUITY INDEX F | 0.19% | 2.702 M $ | 33858 | 2022/12/31 | 74.809 K $ | 2.97 % |
| 2025/09/30 | PFF | ISHARES TR | 0.19% | 2.681 M $ | 84803 | 2023/03/31 | 74.401 K $ | 3.06 % |
| 2025/09/30 | PBR | PETROLEO BRASILEIRO SA PETRO | 0.19% | 2.671 M $ | 210974 | 2022/12/31 | 29.907 K $ | 1.20 % |
| 2025/09/30 | PSLV | SPROTT ASSET MANAGEMENT LP | 0.19% | 2.635 M $ | 167824 | 2024/06/30 | 528.504 K $ | 28.27 % |