• 13F History

INSIGNEO ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 18, 2025
Value $
$969M
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 634 stock holdings with total value $969M as of Q1 2025. Top holdings included AAPL, SPY, AMZN, BRKB, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 634 $969M +$83.7M -$44.6M +$39.1M AAPL, SPY, AMZN, BRKB, MSFT 13F-HR 4/17/2025, 08:37 PM
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 -$91.6M +$82M AAPL, MSFT, AMZN, NVDA, SPY 13F-HR 8/14/2024, 05:28 PM
Q1 2024 483 $841M +$120M -$37.4M +$82.4M AAPL, SPY, AMZN, MSFT, NVDA 13F-HR 5/15/2024, 01:50 PM
Q4 2023 435 $710M +$177M -$13.9M +$163M AAPL, SPY, MSFT, AMZN, BRKB 13F-HR 2/14/2024, 11:52 AM
Q3 2023 401 $491M +$41.8M -$54.7M -$12.9M AAPL, SPY, MSFT, AMZN, QQQ 13F-HR 11/14/2023, 04:50 PM
Q2 2023 359 $520M +$188M -$8.69M +$179M AAPL, SPY, AMZN, MSFT, BRKB 13F-HR 8/14/2023, 05:22 PM
Q1 2023 281 $314M +$39.2M -$12.9M +$26.2M AAPL, SPY, AMZN, MSFT, QQQ 13F-HR 5/11/2023, 03:54 PM
Q4 2022 252 $264M AAPL, SPY, MSFT, AMZN, GOOGL 13F-HR 2/13/2023, 02:57 PM