INSIGNEO ADVISORY SERVICES, LLC

RIA/Wealth

INSIGNEO ADVISORY SERVICES, LLC is a RIA/Wealth based in Miami, FL led by Javier Rivero, reporting $3.6B in AUM as of Q3 2025 with 32% ETF concentration.

PresidentJavier Rivero

Portfolio Value: $1.4B
Positions: 681
Top Holding: AAPL at 7.41%
Last Reported: Q3 2025

Address1221 Brickell Avenue, 27th Floor, Miami, FL, 33131, United States

Top Holdings

Largest long holdings in INSIGNEO ADVISORY SERVICES, LLC's portfolio (37.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$105.0M	7.41%	+$8.5M Bought	0.00% 412.3K shares	Q4 2022 Held for 2y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$81.8M	5.78%	+$28.0M Bought	— 122.8K shares	Q4 2022 Held for 2y 11m
3 Nvidia NVDA	Semiconductors Technology	$77.9M	5.50%	+$12.7M Bought	0.00% 417.6K shares	Q4 2022 Held for 2y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$49.4M	3.49%	+$2.9M Bought	0.00% 95.5K shares	Q4 2022 Held for 2y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$49.3M	3.48%	+$3.1M Bought	0.00% 224.5K shares	Q4 2022 Held for 2y 11m
6 Invesco QQQ Trust QQQ	ETF ETF	$36.2M	2.56%	+$11.5M Bought	— 60.3K shares	Q4 2022 Held for 2y 11m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$35.4M	2.50%	+$2.3M Bought	0.00% 70.3K shares	Q4 2022 Held for 2y 11m
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$32.8M	2.31%	+$3.0M Bought	0.00% 44.6K shares	Q4 2022 Held for 2y 11m
9 GLD SPDR Gold Trust GLD	Unknown Unknown	$31.0M	2.19%	+$4.1M Bought	— 87.1K shares	Q2 2024 Held for 1y 5m
10 Trane Technologies TT	Construction Industrials	$30.1M	2.13%	-$8.0K Sold	0.03% 71.4K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INSIGNEO ADVISORY SERVICES, LLC's latest filing

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Market Value

$1.4B

Prior: $1.2B

Q/Q Change

+22.18%

+$257.1M

Net Flows % of MV

+10.51%

Turnover Ratio

7.77%

New Purchases

74 stocks

$22.9M

Added To

313 stocks

+$158.1M

Sold Out Of

30 stocks

$7.5M

Reduced Holdings

212 stocks

-$24.5M

Increased Positions

Position	Shares Δ	Change
1 BitMine Immersion Technologies, Inc. BMNR	New	0 → 30.2K +$1.6M
2 SPDR Portfolio Emerging Markets SPEM	New	0 → 31.1K +$1.5M
3 Global X Artificial Intelligence & Technology AIQ	New	0 → 29.3K +$1.4M
4 ARK 21Shares Bitcoin ETF ARKB	New	0 → 23.5K +$892.7K
5 iShares MBS MBB	New	0 → 7.2K +$682.4K

Decreased Positions

Position	Shares Δ	Change
1 NMZ Nuveen Municipal High Income Opportunity Fund NMZ	Sold	51.8K → 0 −$537.2K
2 Fiserv FI	Sold	2.6K → 0 −$444.1K
3 Global X Defense Tech SHLD	Sold	7.1K → 0 −$429.8K
4 EQNR Equinor EQNR	Sold	16.4K → 0 −$413.1K
5 On Holding ONON	Sold	7.7K → 0 −$401.4K

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Analytics

Portfolio insights and performance metrics for INSIGNEO ADVISORY SERVICES, LLC

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Sector Allocation

ETF

31.70%

Technology

23.20%

Financial Services

9.00%

Consumer Cyclical

7.30%

Communication Services

6.90%

Industrials

5.20%

Healthcare

2.50%

Consumer Defensive

1.90%

Energy

1.20%

Real Estate

0.70%

Utilities

0.60%

Basic Materials

0.60%

Market Cap Distribution

Mega Cap (> $200B)

41.24%

Large Cap ($10B - $200B)

16.10%

Mid Cap ($2B - $10B)

0.56%

Small Cap ($300M - $2B)

0.51%

Nano Cap (< $50M)

0.24%

N/A (ETF or Unknown)

41.36%

Portfolio Concentration

Top 10 Holdings %

37.34%

Top 20 Holdings %

48.92%

Top 50 Holdings %

62.05%

Top 100 Holdings %

73.93%