MondegarAI
INSIGNEO ADVISORY SERVICES, LLC

Q2 2025 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2025-08-12 · accession 0001964958-25-000004

$1.16B
Reported value
678
Positions
2025-06-30
Period end
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The Brief · INSIGNEO ADVISORY SERVICES, LLC · Q2 2025

AI · grounded in 13F

INSIGNEO ADVISORY SERVICES, LLC established a new position in AAPL worth $77.7M. The fund also initiated new stakes in NVDA for $55.2M and SPY for $50M. Additional new positions include AMZN at $46.1M and MSFT at $44.7M. Total assets under management stand at $1.16B across 678 positions.

Holdings as filed

First 500 of 678

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$77.7M6.68%378,848CommonSOLE
67066G104NVDANVIDIA CORPORATION$55.2M4.74%349,287CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$50.0M4.29%80,851CommonSOLE
023135106AMZNAMAZON COM INC$46.1M3.96%210,144CommonSOLE
594918104MSFTMICROSOFT CORP$44.7M3.84%89,785CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$31.9M2.74%65,670CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$31.2M2.68%71,369CommonSOLE
30303M102METAMETA PLATFORMS INC$29.9M2.57%40,544CommonSOLE
78463V107GLDSPDR GOLD TR$23.1M1.98%75,627CommonSOLE
46090E103QQQINVESCO QQQ TR$22.7M1.95%41,079CommonSOLE
02079K305GOOGLALPHABET INC$21.4M1.84%121,582CommonSOLE
88160R101TSLATESLA INC$15.8M1.35%49,582CommonSOLE
46428Q109SLVISHARES SILVER TR$12.8M1.10%389,932CommonSOLE
922908363VOOVANGUARD INDEX FDS$12.2M1.05%21,523CommonSOLE
55354G100MSCIMSCI INC$12.2M1.05%21,162CommonSOLE
64110L106NFLXNETFLIX INC$10.9M0.94%8,175CommonSOLE
02079K107GOOGALPHABET INC$10.4M0.89%58,562CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.9M0.85%34,001CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$9.3M0.80%151,862CommonSOLE
464287200IVVISHARES TR$9.1M0.78%14,592CommonSOLE
92826C839VVISA INC$8.9M0.76%25,030CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.6M0.74%47,419CommonSOLE
11135F101AVGOBROADCOM INC$7.6M0.65%27,490CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.0M0.60%12,491CommonSOLE
464287226AGGISHARES TR$7.0M0.60%70,759CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.6M0.56%9CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.3M0.54%111,331CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.7M0.49%32,410CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.7M0.49%2,176CommonSOLE
931142103WMTWALMART INC$5.4M0.46%55,088CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.4M0.46%39,364CommonSOLE
438516106HONHONEYWELL INTL INC$5.2M0.45%22,500CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.2M0.45%5,293CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.2M0.45%48,382CommonSOLE
922908769VTIVANGUARD INDEX FDS$5.2M0.44%17,011CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.1M0.44%11,550CommonSOLE
254687106DISDISNEY WALT CO$5.1M0.43%40,777CommonSOLE
09260D107BXBLACKSTONE INC$4.9M0.42%32,606CommonSOLE
G0176J109ALLEALLEGION PLC$4.7M0.41%32,759CommonSOLE
532457108LLYELI LILLY & CO$4.6M0.40%5,934CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4.6M0.39%173,419CommonSOLE
46429B655FLOTISHARES TR$4.6M0.39%89,466CommonSOLE
68389X105ORCLORACLE CORP$4.5M0.39%20,702CommonSOLE
921910816MGKVANGUARD WORLD FD$4.2M0.36%11,542CommonSOLE
060505104BACBANK AMERICA CORP$4.2M0.36%87,930CommonSOLE
032108649SILJAMPLIFY ETF TR$4.1M0.35%275,710CommonSOLE
464287432TLTISHARES TR$4.1M0.35%45,945CommonSOLE
464287655IWMISHARES TR$4.1M0.35%18,773CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$4.0M0.35%128,502CommonSOLE
464288679SHVISHARES TR$3.8M0.33%34,798CommonSOLE
92189F437ANGLVANECK ETF TRUST$3.8M0.32%129,002CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$3.8M0.32%74,044CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.7M0.32%5,640CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.7M0.31%17,903CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.6M0.31%52,098CommonSOLE
191216100KOCOCA COLA CO$3.5M0.30%49,389CommonSOLE
464287176TIPISHARES TR$3.4M0.29%31,103CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.4M0.29%64,587CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.4M0.29%13,352CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.4M0.29%39,706CommonSOLE
46434V407SHYGISHARES TR$3.4M0.29%77,881CommonSOLE
82509L107SHOPSHOPIFY INC$3.3M0.29%28,976CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.3M0.29%6,561CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.3M0.28%28,772CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.2M0.28%21,141CommonSOLE
166764100CVXCHEVRON CORP NEW$3.2M0.28%22,538CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.2M0.27%14,089CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$3.2M0.27%250,700CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.2M0.27%22,247CommonSOLE
79466L302CRMSALESFORCE INC$3.1M0.27%11,459CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.1M0.27%24,266CommonSOLE
437076102HDHOME DEPOT INC$3.1M0.27%8,433CommonSOLE
00287Y109ABBVABBVIE INC$3.0M0.26%16,402CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.0M0.26%9,409CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$3.0M0.26%136,335CommonSOLE
45687V106IRINGERSOLL RAND INC$3.0M0.26%35,701CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.0M0.25%18,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.25%4,100CommonSOLE
56585A102MPCMARATHON PETE CORP$2.9M0.25%17,283CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.8M0.24%30,527CommonSOLE
464287184FXIISHARES TR$2.8M0.24%75,800CommonSOLE
92189F791GDXJVANECK ETF TRUST$2.7M0.23%39,446CommonSOLE
46434G822EWJISHARES INC$2.7M0.23%35,454CommonSOLE
097023105BABOEING CO$2.7M0.23%12,652CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$2.6M0.23%104,051CommonSOLE
92189F676SMHVANECK ETF TRUST$2.5M0.22%9,119CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.5M0.22%37,696CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.5M0.22%32,526CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.22%8,037CommonSOLE
N07059210ASMLASML HOLDING N V$2.5M0.21%3,121CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.5M0.21%199,384CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$2.5M0.21%52,107CommonSOLE
464288687PFFISHARES TR$2.4M0.21%79,150CommonSOLE
81762P102NOWSERVICENOW INC$2.4M0.20%2,315CommonSOLE
172967424CCITIGROUP INC$2.4M0.20%27,662CommonSOLE
580135101MCDMCDONALDS CORP$2.3M0.20%7,931CommonSOLE
464288257ACWIISHARES TR$2.3M0.20%17,965CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.3M0.20%17,118CommonSOLE
L00849106AGROADECOAGRO S A$2.3M0.20%252,175CommonSOLE
464285204IAUISHARES GOLD TR$2.3M0.20%36,920CommonSOLE
00206R102TAT&T INC$2.2M0.19%76,835CommonSOLE
464287242LQDISHARES TR$2.2M0.19%20,134CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.2M0.19%13,776CommonSOLE
75513E101RTXRTX CORPORATION$2.2M0.19%14,912CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.19%7,375CommonSOLE
91912E105VALEVALE S A$2.1M0.18%219,962CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.1M0.18%51,335CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.1M0.18%26,823CommonSOLE
617446448MSMORGAN STANLEY$2.1M0.18%15,111CommonSOLE
464287234EEMISHARES TR$2.1M0.18%43,776CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.1M0.18%16,844CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.1M0.18%4,685CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$2.0M0.18%40,648CommonSOLE
46434V738IEURISHARES TR$2.0M0.17%30,183CommonSOLE
464287457SHYISHARES TR$2.0M0.17%23,670CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.17%33,004CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.9M0.16%26,372CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.9M0.16%4,653CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.9M0.16%152,747CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1.9M0.16%97,853CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.8M0.16%30,676CommonSOLE
780259305SHELSHELL PLC$1.8M0.16%25,772CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.8M0.16%9,931CommonSOLE
92189F486FLTRVANECK ETF TRUST$1.8M0.16%70,867CommonSOLE
002824100ABTABBOTT LABS$1.8M0.15%13,223CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.8M0.15%133,500CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.8M0.15%5,103CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.8M0.15%39,775CommonSOLE
670100205NVONOVO-NORDISK A S$1.7M0.14%24,099CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.6M0.14%42,555CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$1.6M0.14%41,037CommonSOLE
464287150ITOTISHARES TR$1.6M0.14%11,875CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.6M0.14%8,131CommonSOLE
464286400EWZISHARES INC$1.6M0.13%54,377CommonSOLE
464287598IWDISHARES TR$1.5M0.13%7,963CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.5M0.13%17,171CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.13%22,032CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.5M0.13%18,917CommonSOLE
717081103PFEPFIZER INC$1.5M0.13%62,494CommonSOLE
464288760ITAISHARES TR$1.5M0.13%8,030CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.5M0.13%2,766CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.13%13,816CommonSOLE
00724F101ADBEADOBE INC$1.5M0.13%3,778CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.5M0.13%25,928CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.12%20,686CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.12%18,088CommonSOLE
149123101CATCATERPILLAR INC$1.4M0.12%3,650CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.4M0.12%1,831CommonSOLE
464288430AIAISHARES TR$1.4M0.12%17,314CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.4M0.12%15,189CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$1.4M0.12%357,029CommonSOLE
464287465EFAISHARES TR$1.4M0.12%15,318CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.12%31,430CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.12%72,161CommonSOLE
548661107LOWLOWES COS INC$1.3M0.11%5,905CommonSOLE
872540109TJXTJX COS INC NEW$1.3M0.11%10,560CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.3M0.11%1,567CommonSOLE
747525103QCOMQUALCOMM INC$1.3M0.11%8,118CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.11%10,882CommonSOLE
464289875AOMISHARES TR$1.3M0.11%27,882CommonSOLE
464287614IWFISHARES TR$1.3M0.11%3,020CommonSOLE
20825C104COPCONOCOPHILLIPS$1.3M0.11%14,066CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.11%3,067CommonSOLE
25459Y694FASDIREXION SHS ETF TR$1.2M0.11%7,374CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.2M0.11%19,793CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.11%16,463CommonSOLE
H1467J104CBCHUBB LIMITED$1.2M0.10%4,210CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.10%12,927CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.10%3,919CommonSOLE
244199105DEDEERE & CO$1.2M0.10%2,299CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.10%2,511CommonSOLE
461202103INTUINTUIT$1.2M0.10%1,461CommonSOLE
464287507IJHISHARES TR$1.1M0.10%18,270CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.10%6,145CommonSOLE
92189H409HYDVANECK ETF TRUST$1.1M0.10%22,374CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.1M0.09%14,356CommonSOLE
464287804IJRISHARES TR$1.1M0.09%9,790CommonSOLE
92189F106GDXVANECK ETF TRUST$1.1M0.09%20,455CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$1.1M0.09%34,230CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.1M0.09%21,602CommonSOLE
464287499IWRISHARES TR$1.0M0.09%11,364CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$1.0M0.09%96,002CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.0M0.09%6,871CommonSOLE
464287523SOXXISHARES TR$1.0M0.09%4,244CommonSOLE
46432F842IEFAISHARES TR$1.0M0.09%12,120CommonSOLE
G29183103ETNEATON CORP PLC$1.0M0.09%2,828CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.0M0.09%3,210CommonSOLE
03076C106AMPAMERIPRISE FINL INC$990,2510.09%1,855CommonSOLE
009066101ABNBAIRBNB INC$988,5800.08%7,470CommonSOLE
464287309IVWISHARES TR$977,7020.08%8,880CommonSOLE
87612E106TGTTARGET CORP$960,9840.08%9,741CommonSOLE
G87052109TELTE CONNECTIVITY PLC$955,2520.08%5,663CommonSOLE
743315103PGRPROGRESSIVE CORP$948,9560.08%3,556CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$946,9570.08%11,163CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$943,5750.08%4,269CommonSOLE
464286640ECHISHARES INC$940,8270.08%29,915CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$936,9580.08%1,654CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$931,9260.08%7,869CommonSOLE
88579Y101MMM3M CO$931,8810.08%6,121CommonSOLE
20030N101CMCSACOMCAST CORP NEW$927,7970.08%25,996CommonSOLE
464287721IYWISHARES TR$912,0940.08%5,264CommonSOLE
009158106APDAIR PRODS & CHEMS INC$904,5660.08%3,207CommonSOLE
833445109SNOWSNOWFLAKE INC$895,7460.08%4,003CommonSOLE
25809K105DASHDOORDASH INC$895,2010.08%3,632CommonSOLE
00214Q104ARKKARK ETF TR$895,1430.08%12,735CommonSOLE
654106103NKENIKE INC$894,5360.08%12,592CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$890,3350.08%15,617CommonSOLE
09290D101BLKBLACKROCK INC$881,4250.08%840CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$870,1920.07%4,090CommonSOLE
46438G562QTOPISHARES TR$845,7200.07%29,937CommonSOLE
91232N207USOUNITED STS OIL FD LP$839,0830.07%11,477CommonSOLE
056752108BIDUBAIDU INC$836,5890.07%9,755CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$825,0500.07%9,154CommonSOLE
464288513HYGISHARES TR$824,9770.07%10,229CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$823,2480.07%16,645CommonSOLE
03831W108APPAPPLOVIN CORP$822,6720.07%2,350CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$820,7330.07%15,087CommonSOLE
031162100AMGNAMGEN INC$815,8630.07%2,922CommonSOLE
33939L407GUNRFLEXSHARES TR$811,2290.07%20,225CommonSOLE
375558103GILDGILEAD SCIENCES INC$809,9270.07%7,305CommonSOLE
713448108PEPPEPSICO INC$807,7760.07%6,118CommonSOLE
36828A101GEVGE VERNOVA INC$806,4260.07%1,524CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$804,9990.07%22,817CommonSOLE
803054204SAPSAP SE$802,5200.07%2,639CommonSOLE
98978V103ZTSZOETIS INC$801,8390.07%5,142CommonSOLE
92189F429PFXFVANECK ETF TRUST$794,5410.07%46,410CommonSOLE
464288240ACWXISHARES TR$791,8580.07%12,994CommonSOLE
G6683N103NUNU HLDGS LTD$785,8910.07%57,281CommonSOLE
05613H100BKDVBNY MELLON ETF TRUST II$782,5730.07%29,409CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$780,9080.07%1,562CommonSOLE
852234103XYZBLOCK INC$776,6440.07%11,433CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$765,0200.07%2,228CommonSOLE
464288182AAXJISHARES TR$764,4830.07%9,253CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$763,8190.07%4,751CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$758,6760.07%2,284CommonSOLE
48251W104KKRKKR & CO INC$748,6100.06%5,627CommonSOLE
464286608EZUISHARES INC$747,8220.06%12,579CommonSOLE
89832Q109TFCTRUIST FINL CORP$740,2620.06%17,219CommonSOLE
L44385109GLOBGLOBANT S A$734,1690.06%8,082CommonSOLE
94106L109WMWASTE MGMT INC DEL$733,0040.06%3,203CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$732,3590.06%9,649CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$731,7880.06%51,031CommonSOLE
46434V100SLQDISHARES TR$725,3090.06%14,337CommonSOLE
882508104TXNTEXAS INSTRS INC$724,8840.06%3,491CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$723,5380.06%7,168CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$719,5890.06%6,813CommonSOLE
219350105GLWCORNING INC$717,3230.06%13,640CommonSOLE
46436F103IAUMISHARES GOLD TR$711,3300.06%21,562CommonSOLE
46429B747STIPISHARES TR$707,5780.06%6,876CommonSOLE
697660207PAMPAMPA ENERGIA S A$706,7050.06%10,186CommonSOLE
907818108UNPUNION PAC CORP$706,6950.06%3,072CommonSOLE
02209S103MOALTRIA GROUP INC$706,2640.06%12,046CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$706,1280.06%27,003CommonSOLE
53656G498MAGSLISTED FDS TR$699,4770.06%12,610CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$695,9310.06%15,569CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$692,1890.06%9,401CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$687,0500.06%32,500CommonSOLE
G5960L103MDTMEDTRONIC PLC$678,5820.06%7,785CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$678,4810.06%2,536CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$677,9160.06%4,778CommonSOLE
46432F388VLUEISHARES TR$676,7690.06%5,978CommonSOLE
05961W105BMABANCO MACRO SA$674,2270.06%9,603CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$672,1830.06%35,434CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$665,8090.06%24,946CommonSOLE
46432F339QUALISHARES TR$663,0880.06%3,627CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$661,5550.06%20,693CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$660,1520.06%26,716CommonSOLE
46436E718SGOVISHARES TR$656,2970.06%6,518CommonSOLE
055622104BPBP PLC$653,9070.06%21,848CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$653,6060.06%6,954CommonSOLE
97717W422EPIWISDOMTREE TR$651,4760.06%13,724CommonSOLE
835699307SONYSONY GROUP CORP$651,3490.06%25,023CommonSOLE
29444U700EQIXEQUINIX INC$647,5130.06%814CommonSOLE
Y2573F102FLEXFLEX LTD$647,4120.06%12,969CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$644,0350.06%2,516CommonSOLE
369604301GEGE AEROSPACE$641,9880.06%2,494CommonSOLE
N3167Y103RACEFERRARI N V$641,5420.06%1,313CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$636,5210.05%16,342CommonSOLE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$634,7210.05%29,893CommonSOLE
46436E379IBHIISHARES TR$632,5470.05%26,701CommonSOLE
040413205ANETARISTA NETWORKS INC$626,0060.05%6,119CommonSOLE
12514G108CDWCDW CORP$623,4580.05%3,491CommonSOLE
925652109VICIVICI PPTYS INC$621,2910.05%19,058CommonSOLE
98138H101WDAYWORKDAY INC$620,1600.05%2,584CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$618,6390.05%16,273CommonSOLE
038222105AMATAPPLIED MATLS INC$618,0440.05%3,376CommonSOLE
701094104PHPARKER-HANNIFIN CORP$617,3050.05%884CommonSOLE
464288646IGSBISHARES TR$614,7460.05%11,652CommonSOLE
58155Q103MCKMCKESSON CORP$610,0450.05%833CommonSOLE
78464A409SPYGSPDR SERIES TRUST$607,2110.05%6,370CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$606,9780.05%31,336CommonSOLE
464287408IVEISHARES TR$606,3880.05%3,103CommonSOLE
25746U109DDOMINION ENERGY INC$605,1030.05%10,706CommonSOLE
88339J105TTDTHE TRADE DESK INC$599,9800.05%8,334CommonSOLE
69374H105PTLCPACER FDS TR$595,0590.05%11,723CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$593,8460.05%4,882CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$591,0730.05%58,813CommonSOLE
18452B209CLSKCLEANSPARK INC$590,3920.05%53,526CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$589,8900.05%1,325CommonSOLE
464288281EMBISHARES TR$582,9500.05%6,294CommonSOLE
922908538VOTVANGUARD INDEX FDS$579,8710.05%2,039CommonSOLE
904767704UNILEVER PLC$572,9250.05%9,366CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$571,7460.05%7,719CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$571,7420.05%7,023CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$569,8800.05%6,270CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$569,2170.05%12,750CommonSOLE
046353108AZNNASTRAZENECA PLC$568,1940.05%8,131CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$560,9120.05%2,106CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$558,0170.05%6,214CommonSOLE
126650100CVSCVS HEALTH CORP$557,5660.05%8,083CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$556,7630.05%11,709CommonSOLE
G54950103LINLINDE PLC$556,6590.05%1,186CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$553,1280.05%456CommonSOLE
369550108GDGENERAL DYNAMICS CORP$552,3710.05%1,894CommonSOLE
893641100TDGTRANSDIGM GROUP INC$551,3140.05%363CommonSOLE
02156V109OKLOOKLO INC$549,7660.05%9,819CommonSOLE
G0403H108AONAON PLC$548,6970.05%1,538CommonSOLE
893870204TGSTRANSPORTADORA DE GAS SUR$547,2410.05%21,129CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$545,2810.05%2,509CommonSOLE
78409V104SPGIS&P GLOBAL INC$543,6790.05%1,031CommonSOLE
46434V647REETISHARES TR$543,0610.05%21,986CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$541,9260.05%23,800CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$541,2210.05%740CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$541,1070.05%7,889CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$540,0540.05%12,458CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$537,1660.05%51,800CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$535,6590.05%15,928CommonSOLE
78468R408SJNKSPDR SERIES TRUST$535,2070.05%21,005CommonSOLE
46429B598INDAISHARES TR$533,2730.05%9,577CommonSOLE
66987V109NVSNOVARTIS AG$530,0240.05%4,380CommonSOLE
235851102DHRDANAHER CORPORATION$528,6170.05%2,676CommonSOLE
92204A306VDEVANGUARD WORLD FD$525,3190.05%4,410CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$524,4830.05%27,648CommonSOLE
H01301128ALCALCON AG$523,4580.04%5,933CommonSOLE
806857108SLBSCHLUMBERGER LTD$521,7370.04%15,436CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$521,2610.04%10,005CommonSOLE
372460105GPCGENUINE PARTS CO$520,5470.04%4,291CommonSOLE
29250N105ENBENBRIDGE INC$520,3090.04%11,494CommonSOLE
345370860FFORD MTR CO$515,1520.04%47,479CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$513,8590.04%6,639CommonSOLE
125523100CITHE CIGNA GROUP$513,3910.04%1,553CommonSOLE
464287440IEFISHARES TR$512,5210.04%5,352CommonSOLE
458140100INTCINTEL CORP$504,7500.04%22,533CommonSOLE
74340W103PLDPROLOGIS INC.$498,0710.04%4,738CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$496,7400.04%9,913CommonSOLE
46435U556ARTYISHARES TR$496,3870.04%12,107CommonSOLE
92189H607OIHVANECK ETF TRUST$495,7480.04%2,153CommonSOLE
78462F903SPYSPDR S&P 500 ETF TR$494,5040.04%5,000CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$493,8420.04%33,166CommonSOLE
49177J102KVUEKENVUE INC$493,0060.04%23,555CommonSOLE
571903202MARMARRIOTT INTL INC NEW$490,6850.04%1,796CommonSOLE
92338C103VLTOVERALTO CORP$487,7900.04%4,832CommonSOLE
46434G103IEMGISHARES INC$487,0400.04%8,113CommonSOLE
863667101SYKSTRYKER CORPORATION$482,6690.04%1,220CommonSOLE
464287663IUSVISHARES TR$476,5570.04%5,036CommonSOLE
81141R100SESEA LTD$470,6110.04%2,942CommonSOLE
518439104ELLAUDER ESTEE COS INC$470,1750.04%5,819CommonSOLE
609207105MDLZMONDELEZ INTL INC$469,3720.04%6,960CommonSOLE
032654105ADIANALOG DEVICES INC$465,7950.04%1,957CommonSOLE
25243Q205DEODIAGEO PLC$463,5150.04%4,597CommonSOLE
50212V100LPLALPL FINL HLDGS INC$461,4010.04%1,231CommonSOLE
37954Y871URAGLOBAL X FDS$458,8890.04%11,824CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$455,9890.04%2,087CommonSOLE
260003108DOVDOVER CORP$452,7610.04%2,471CommonSOLE
969457100WMBWILLIAMS COS INC$450,5990.04%7,174CommonSOLE
00766T100ACMAECOM$447,6030.04%3,966CommonSOLE
464288661IEIISHARES TR$446,2170.04%3,747CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$445,7630.04%10,611CommonSOLE
337738108FISVFISERV INC$444,1280.04%2,576CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$439,9480.04%2,360CommonSOLE
74347X864UPROPROSHARES TR$435,3460.04%4,761CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$434,9900.04%2,125CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$434,6860.04%1,914CommonSOLE
31428X106FDXFEDEX CORP$433,5080.04%1,907CommonSOLE
872590104TMUST-MOBILE US INC$432,4420.04%1,815CommonSOLE
37960A529SHLDGLOBAL X FDS$429,7630.04%7,133CommonSOLE
075887109BDXBECTON DICKINSON & CO$427,5250.04%2,482CommonSOLE
97717X263DDWMWISDOMTREE TR$427,2570.04%10,773CommonSOLE
756109104OREALTY INCOME CORP$427,1210.04%7,414CommonSOLE
512807306LRCXLAM RESEARCH CORP$426,6140.04%4,383CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$425,4940.04%3,471CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$423,6870.04%1,374CommonSOLE
97717W851DXJWISDOMTREE TR$421,4970.04%3,689CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$416,7430.04%9,294CommonSOLE
29446M102EQNREQUINOR ASA$413,0500.04%16,430CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$405,6410.03%3,738CommonSOLE
78464A284HYMBSPDR SERIES TRUST$404,2860.03%16,315CommonSOLE
H5919C104ONONON HLDG AG$401,4100.03%7,712CommonSOLE
85208P303URNMSPROTT FDS TR$398,3890.03%8,312CommonSOLE
291011104EMREMERSON ELEC CO$395,4570.03%2,966CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$395,4530.03%6,412CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$393,0700.03%5,516CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$391,2770.03%8,267CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$390,9280.03%22,326CommonSOLE
34959E109FTNTFORTINET INC$387,3580.03%3,664CommonSOLE
13321L108CCJCAMECO CORP$383,9180.03%5,172CommonSOLE
92840M102VSTVISTRA CORP$383,7500.03%1,980CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$382,5640.03%13,039CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$380,0320.03%33,871CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$378,7620.03%12,214CommonSOLE
97717X701HEDJWISDOMTREE TR$377,6460.03%7,848CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$377,1600.03%2,245CommonSOLE
020002101ALLALLSTATE CORP$375,8460.03%1,867CommonSOLE
92276F100VTRVENTAS INC$375,6160.03%5,948CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$374,9900.03%19,521CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$373,5500.03%15,500CommonSOLE
770700102HOODROBINHOOD MKTS INC$372,8440.03%3,982CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$372,7990.03%728CommonSOLE
155038201CEPUCENTRAL PUERTO S A$371,5290.03%31,809CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$371,0190.03%8,794CommonSOLE
G3265R107APTVAPTIV PLC$367,5690.03%5,388CommonSOLE
46429B697USMVISHARES TR$365,6090.03%3,895CommonSOLE
46431W705LQDHISHARES U S ETF TR$365,5340.03%3,956CommonSOLE
00162Q676ENFRALPS ETF TR$364,9890.03%11,321CommonSOLE
00791R707DIVPADVISORS INNER CIRCLE FD II$364,2580.03%14,353CommonSOLE
46434V449IMTMISHARES TR$361,3620.03%7,909CommonSOLE
723762100XPMAXPIONEER MUNICIPAL HIGH INCOM$356,9000.03%43,000CommonSOLE
89151E109TTENTOTALENERGIES SE$354,8810.03%5,781CommonSOLE
23331A109DHID R HORTON INC$353,5120.03%2,742CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$353,4820.03%14,457CommonSOLE
444859102HUMHUMANA INC$352,2960.03%1,441CommonSOLE
922908751VBVANGUARD INDEX FDS$347,4250.03%1,466CommonSOLE
704326107PAYXPAYCHEX INC$343,4550.03%2,361CommonSOLE
405552100HLNHALEON PLC$339,5450.03%32,743CommonSOLE
036752103ELVELEVANCE HEALTH INC$339,1730.03%872CommonSOLE
842587107SOSOUTHERN CO$336,1710.03%3,661CommonSOLE
464288638IGIBISHARES TR$334,2880.03%6,273CommonSOLE
260557103DOWDOW INC$333,1710.03%12,582CommonSOLE
78464A763SDYSPDR SERIES TRUST$331,9230.03%2,445CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$331,4460.03%11,347CommonSOLE
032108664HACKAMPLIFY ETF TR$331,2290.03%3,835CommonSOLE
143658300CCL1EURCARNIVAL CORP$330,6910.03%11,760CommonSOLE
22822V101CCICROWN CASTLE INC$328,0170.03%3,193CommonSOLE
152006102CGAUCENTERRA GOLD INC$327,9400.03%45,484CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$327,8900.03%6,678CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$325,8900.03%12,775CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$325,6040.03%1,298CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$324,3720.03%1,923CommonSOLE
59156R108METMETLIFE INC$323,8510.03%4,027CommonSOLE
464287788IYFISHARES TR$323,5480.03%2,674CommonSOLE
18915M107NETCLOUDFLARE INC$322,5320.03%1,647CommonSOLE
69374H303PTNQPACER FDS TR$322,5210.03%4,519CommonSOLE
33740F219QCJLFIRST TR EXCHNG TRADED FD VI$321,6040.03%14,383CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$317,4470.03%755CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$315,5460.03%7,956CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$314,9480.03%12,887CommonSOLE
443201108HWMHOWMET AEROSPACE INC$314,1870.03%1,688CommonSOLE
767204100RIORIO TINTO PLC$314,1070.03%5,385CommonSOLE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$313,8700.03%8,050CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$313,4190.03%6,395CommonSOLE
88162G103TTEKTETRA TECH INC NEW$310,6580.03%8,639CommonSOLE
912318409UNGUNITED STS NAT GAS FD LP$308,4420.03%20,186CommonSOLE
059520106BCHBANCO DE CHILE$308,0940.03%10,128CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$306,4660.03%1,545CommonSOLE
90138F102TWLOTWILIO INC$305,1460.03%2,454CommonSOLE
911363109URIUNITED RENTALS INC$304,3740.03%404CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$304,0540.03%1,391CommonSOLE
23804L103DDOGDATADOG INC$303,0780.03%2,256CommonSOLE
464287671IUSGISHARES TR$301,1390.03%2,002CommonSOLE
427866108HSYHERSHEY CO$299,2080.03%1,803CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$298,0400.03%14,850CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$296,1690.03%10,723CommonSOLE
45168D104IDXXIDEXX LABS INC$296,0600.03%552CommonSOLE
74762E102QUREQUANTA SVCS INC$295,4700.03%782CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$295,2550.03%6,820CommonSOLE
G02602103DOXAMDOCS LTD$295,0700.03%3,234CommonSOLE
46435G334EWUISHARES TR$294,6430.03%7,418CommonSOLE
922908629VOVANGUARD INDEX FDS$292,8580.03%1,047CommonSOLE
464286533EEMVISHARES INC$285,7400.02%4,550CommonSOLE
758849103REGREGENCY CTRS CORP$284,8490.02%3,999CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$283,2090.02%70,450CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$281,2600.02%913CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$279,5210.02%5,111CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$277,2210.02%9,210CommonSOLE
247361702DALDELTA AIR LINES INC DEL$276,5030.02%5,622CommonSOLE
45782C508PJANINNOVATOR ETFS TRUST$276,5020.02%6,277CommonSOLE
526057104LENLENNAR CORP$274,6460.02%2,483CommonSOLE
37954Y855LITGLOBAL X FDS$273,4460.02%7,121CommonSOLE
902973304USBUS BANCORP DEL$272,3600.02%6,019CommonSOLE
052769106ADSKAUTODESK INC$270,2550.02%873CommonSOLE
46435U853USHYISHARES TR$270,0340.02%7,199CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$269,8940.02%6,385CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$269,8300.02%836CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$267,5560.02%46CommonSOLE
023576101AMTBAMERANT BANCORP INC$265,8480.02%14,583CommonSOLE
126408103CSXCSX CORP$265,2820.02%8,130CommonSOLE
37045V100GMGENERAL MTRS CO$264,7500.02%5,380CommonSOLE
00214Q708ARKFARK ETF TR$263,3080.02%5,241CommonSOLE
256677105DGDOLLAR GEN CORP NEW$262,1590.02%2,292CommonSOLE
443573100HUBSHUBSPOT INC$261,6010.02%470CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$261,5000.02%12,500CommonSOLE
46438G570TOPTISHARES TR$260,9200.02%9,561CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$259,4540.02%1,498CommonSOLE
816851109SRESEMPRA$259,3610.02%3,423CommonSOLE
205887102CAGCONAGRA BRANDS INC$257,7580.02%12,592CommonSOLE
46434G848PICKISHARES INC$257,1840.02%6,840CommonSOLE
54150E104LOMALOMA NEGRA C I A S A MTN 14$256,0620.02%23,342CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$253,9740.02%13,924CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$252,9160.02%9,157CommonSOLE
101121101BXPBXP INC$252,4730.02%3,742CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.