MondegarAI
INSIGNEO ADVISORY SERVICES, LLC

Q3 2025 · 13F-HR

INSIGNEO ADVISORY SERVICES, LLCholdings as filed

Filed 2025-11-12 · accession 0001964958-25-000009

$1.42B
Reported value
748
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · INSIGNEO ADVISORY SERVICES, LLC · Q3 2025

AI · grounded in 13F

INSIGNEO ADVISORY SERVICES, LLC established a new position in AAPL valued at $104.98M. The fund also initiated new stakes in SPY for $81.83M and NVDA for $77.92M. Additional new positions include MSFT at $49.44M and AMZN at $49.28M. Total assets under management stand at $1.42B across 748 positions.

Holdings as filed

First 500 of 748

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$105.0M7.37%412,275CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$81.8M5.75%122,836CommonSOLE
67066G104NVDANVIDIA CORPORATION$77.9M5.47%417,597CommonSOLE
594918104MSFTMICROSOFT CORP$49.4M3.47%95,462CommonSOLE
023135106AMZNAMAZON COM INC$49.3M3.46%224,460CommonSOLE
46090E103QQQINVESCO QQQ TR$36.2M2.54%60,275CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$35.4M2.48%70,323CommonSOLE
30303M102METAMETA PLATFORMS INC$32.8M2.30%44,604CommonSOLE
78463V107GLDSPDR GOLD TR$31.0M2.17%87,070CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$30.1M2.11%71,350CommonSOLE
02079K305GOOGLALPHABET INC$26.0M1.82%106,798CommonSOLE
88160R101TSLATESLA INC$25.1M1.76%56,340CommonSOLE
46428Q109SLVISHARES SILVER TR$18.0M1.27%425,931CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$17.3M1.21%266,208CommonSOLE
02079K107GOOGALPHABET INC$15.8M1.11%64,728CommonSOLE
922908363VOOVANGUARD INDEX FDS$15.1M1.06%24,724CommonSOLE
464287200IVVISHARES TR$13.3M0.93%19,840CommonSOLE
55354G100MSCIMSCI INC$12.0M0.84%21,135CommonSOLE
64110L106NFLXNETFLIX INC$10.8M0.76%8,976CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10.7M0.75%56,512CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.7M0.75%33,774CommonSOLE
11135F101AVGOBROADCOM INC$10.1M0.71%30,696CommonSOLE
92826C839VVISA INC$8.4M0.59%24,464CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.2M0.58%45,105CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.6M0.53%8,230CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.5M0.52%13,131CommonSOLE
68389X105ORCLORACLE CORP$7.3M0.51%25,814CommonSOLE
032108649SILJAMPLIFY ETF TR$7.2M0.51%312,318CommonSOLE
464287226AGGISHARES TR$7.0M0.49%69,515CommonSOLE
58733R102MELIMERCADOLIBRE INC$6.9M0.48%2,952CommonSOLE
922908769VTIVANGUARD INDEX FDS$6.8M0.48%20,820CommonSOLE
922908744VTVVANGUARD INDEX FDS$6.1M0.43%32,524CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M0.42%8CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.9M0.41%12,722CommonSOLE
G0176J109ALLEALLEGION PLC$5.8M0.41%32,778CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.7M0.40%50,603CommonSOLE
931142103WMTWALMART INC$5.7M0.40%55,304CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$5.6M0.39%230,754CommonSOLE
09260D107BXBLACKSTONE INC$5.5M0.39%32,474CommonSOLE
464287655IWMISHARES TR$5.4M0.38%22,394CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4.9M0.34%177,849CommonSOLE
921910816MGKVANGUARD WORLD FD$4.7M0.33%11,797CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.7M0.33%26,293CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.7M0.33%82,271CommonSOLE
532457108LLYELI LILLY & CO$4.7M0.33%6,151CommonSOLE
464287432TLTISHARES TR$4.7M0.33%52,131CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$4.6M0.32%145,284CommonSOLE
92204A702VGTVANGUARD WORLD FD$4.6M0.32%6,108CommonSOLE
438516106HONHONEYWELL INTL INC$4.6M0.32%21,620CommonSOLE
254687106DISDISNEY WALT CO$4.5M0.32%39,307CommonSOLE
060505104BACBANK AMERICA CORP$4.5M0.32%87,019CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.4M0.31%27,449CommonSOLE
464288679SHVISHARES TR$4.4M0.31%39,596CommonSOLE
92189F791GDXJVANECK ETF TRUST$4.3M0.30%43,545CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.2M0.30%14,957CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.2M0.29%56,628CommonSOLE
92189F437ANGLVANECK ETF TRUST$4.2M0.29%139,759CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.1M0.29%14,626CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.0M0.28%5,007CommonSOLE
00287Y109ABBVABBVIE INC$3.8M0.27%16,351CommonSOLE
464287184FXIISHARES TR$3.7M0.26%90,372CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.7M0.26%20,041CommonSOLE
46429B655FLOTISHARES TR$3.7M0.26%72,315CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.7M0.26%67,845CommonSOLE
166764100CVXCHEVRON CORP NEW$3.6M0.26%23,490CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.6M0.25%36,943CommonSOLE
464285204IAUISHARES GOLD TR$3.6M0.25%48,830CommonSOLE
46434V407SHYGISHARES TR$3.5M0.24%79,894CommonSOLE
437076102HDHOME DEPOT INC$3.5M0.24%8,526CommonSOLE
464287176TIPISHARES TR$3.4M0.24%30,626CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.4M0.24%24,699CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$3.4M0.24%250,700CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.4M0.24%37,528CommonSOLE
N07059210ASMLASML HOLDING N V$3.3M0.24%3,459CommonSOLE
82509L107SHOPSHOPIFY INC$3.3M0.23%22,447CommonSOLE
56585A102MPCMARATHON PETE CORP$3.3M0.23%17,125CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.3M0.23%9,905CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.3M0.23%6,702CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.2M0.23%15,899CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.2M0.23%19,179CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.1M0.22%18,000CommonSOLE
191216100KOCOCA COLA CO$3.1M0.22%47,305CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$3.1M0.22%137,793CommonSOLE
92189F676SMHVANECK ETF TRUST$3.0M0.21%9,210CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.21%8,697CommonSOLE
097023105BABOEING CO$3.0M0.21%13,741CommonSOLE
45687V106IRINGERSOLL RAND INC$2.9M0.21%35,607CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$2.9M0.20%84,705CommonSOLE
172967424CCITIGROUP INC$2.9M0.20%28,535CommonSOLE
464288257ACWIISHARES TR$2.8M0.20%20,501CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M0.20%20,328CommonSOLE
79466L302CRMSALESFORCE INC$2.8M0.20%11,827CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.8M0.20%55,030CommonSOLE
464287614IWFISHARES TR$2.8M0.20%5,963CommonSOLE
46434G822EWJISHARES INC$2.8M0.19%34,469CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.7M0.19%37,923CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.7M0.19%33,858CommonSOLE
464288687PFFISHARES TR$2.7M0.19%84,803CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.7M0.19%210,974CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$2.6M0.18%167,824CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.5M0.18%84,601CommonSOLE
464287242LQDISHARES TR$2.5M0.17%22,332CommonSOLE
580135101MCDMCDONALDS CORP$2.5M0.17%8,145CommonSOLE
75513E101RTXRTX CORPORATION$2.4M0.17%14,485CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.4M0.17%7,109CommonSOLE
617446448MSMORGAN STANLEY$2.4M0.17%14,976CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.4M0.17%29,478CommonSOLE
464286400EWZISHARES INC$2.3M0.16%75,788CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.3M0.16%16,261CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.3M0.16%55,555CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$2.3M0.16%357,029CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.15%7,815CommonSOLE
00206R102TAT&T INC$2.2M0.15%76,309CommonSOLE
464287457SHYISHARES TR$2.1M0.15%25,241CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.1M0.15%4,355CommonSOLE
78464A854SPYMSPDR SERIES TRUST$2.0M0.14%25,972CommonSOLE
46434V738IEURISHARES TR$2.0M0.14%29,616CommonSOLE
L00849106AGROADECOAGRO S A$2.0M0.14%252,175CommonSOLE
149123101CATCATERPILLAR INC$2.0M0.14%4,137CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$2.0M0.14%102,881CommonSOLE
92189F486FLTRVANECK ETF TRUST$2.0M0.14%76,970CommonSOLE
92189F106GDXVANECK ETF TRUST$2.0M0.14%25,708CommonSOLE
81762P102NOWSERVICENOW INC$1.9M0.14%2,116CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.9M0.13%9,164CommonSOLE
464287598IWDISHARES TR$1.9M0.13%9,386CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.9M0.13%31,627CommonSOLE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$1.8M0.13%38,708CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.8M0.13%46,693CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.8M0.13%21,354CommonSOLE
464287150ITOTISHARES TR$1.8M0.13%12,282CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.8M0.13%29,776CommonSOLE
464287234EEMISHARES TR$1.8M0.12%33,183CommonSOLE
780259305SHELSHELL PLC$1.8M0.12%24,754CommonSOLE
464288760ITAISHARES TR$1.8M0.12%8,430CommonSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$1.7M0.12%133,500CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.7M0.12%85,061CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.7M0.12%10,560CommonSOLE
464288430AIAISHARES TR$1.7M0.12%17,903CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.12%10,864CommonSOLE
03831W108APPAPPLOVIN CORP$1.7M0.12%2,311CommonSOLE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$1.7M0.12%42,155CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$1.6M0.11%40,337CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.6M0.11%27,135CommonSOLE
464287507IJHISHARES TR$1.6M0.11%24,900CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.6M0.11%17,577CommonSOLE
36828A101GEVGE VERNOVA INC$1.6M0.11%2,584CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$1.6M0.11%30,223CommonSOLE
17275R102CSCOCISCO SYS INC$1.6M0.11%22,903CommonSOLE
717081103PFEPFIZER INC$1.6M0.11%61,127CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.11%35,033CommonSOLE
46432F339QUALISHARES TR$1.5M0.11%7,912CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.11%15,653CommonSOLE
002824100ABTABBOTT LABS$1.5M0.11%11,328CommonSOLE
G6683N103NUNU HLDGS LTD$1.5M0.10%92,766CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.5M0.10%19,654CommonSOLE
548661107LOWLOWES COS INC$1.5M0.10%5,904CommonSOLE
46432F842IEFAISHARES TR$1.5M0.10%16,917CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.5M0.10%31,090CommonSOLE
37954Y632AIQGLOBAL X FDS$1.4M0.10%29,342CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.10%8,685CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.10%9,994CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.10%2,867CommonSOLE
464287465EFAISHARES TR$1.4M0.10%15,325CommonSOLE
670100205NVONOVO-NORDISK A S$1.4M0.10%25,467CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.4M0.10%14,721CommonSOLE
91912E105VALEVALE S A$1.4M0.10%128,973CommonSOLE
464287804IJRISHARES TR$1.4M0.10%11,699CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.4M0.10%15,442CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.3M0.09%19,956CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$1.3M0.09%48,521CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.3M0.09%26,646CommonSOLE
00724F101ADBEADOBE INC$1.3M0.09%3,782CommonSOLE
461202103INTUINTUIT$1.3M0.09%1,953CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.09%2,977CommonSOLE
464289875AOMISHARES TR$1.3M0.09%27,880CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.3M0.09%22,898CommonSOLE
25459Y694FASDIREXION SHS ETF TR$1.3M0.09%7,374CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.09%10,579CommonSOLE
464287309IVWISHARES TR$1.3M0.09%10,843CommonSOLE
18452B209CLSKCLEANSPARK INC$1.3M0.09%88,922CommonSOLE
369604301GEGE AEROSPACE$1.3M0.09%4,229CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.3M0.09%1,817CommonSOLE
594972408MSTRSTRATEGY INC$1.3M0.09%3,925CommonSOLE
58933Y105MRKMERCK & CO INC$1.3M0.09%14,922CommonSOLE
056752108BIDUBAIDU INC$1.2M0.09%9,398CommonSOLE
855244109SBUXSTARBUCKS CORP$1.2M0.09%14,589CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.2M0.09%1,705CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.2M0.09%3,766CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$1.2M0.08%30,798CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.2M0.08%5,431CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.2M0.08%21,914CommonSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.08%12,454CommonSOLE
H1467J104CBCHUBB LIMITED$1.2M0.08%4,123CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.2M0.08%15,590CommonSOLE
219350105GLWCORNING INC$1.1M0.08%13,639CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.1M0.08%14,648CommonSOLE
00214Q104ARKKARK ETF TR$1.1M0.08%12,837CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$1.1M0.08%32,109CommonSOLE
09290D101BLKBLACKROCK INC$1.1M0.08%928CommonSOLE
464287499IWRISHARES TR$1.1M0.08%11,185CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.08%2,215CommonSOLE
244199105DEDEERE & CO$1.1M0.08%2,342CommonSOLE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$1.1M0.08%33,247CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.07%6,836CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.07%4,253CommonSOLE
464287523SOXXISHARES TR$1.0M0.07%3,859CommonSOLE
697660207PAMPAMPA ENERGIA S A$1.0M0.07%17,401CommonSOLE
458140100INTCINTEL CORP$1.0M0.07%31,061CommonSOLE
464288513HYGISHARES TR$1.0M0.07%12,823CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.0M0.07%10,844CommonSOLE
09661T107BKLCBNY MELLON ETF TRUST$1.0M0.07%8,037CommonSOLE
713448108PEPPEPSICO INC$1.0M0.07%7,317CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.0M0.07%6,099CommonSOLE
25809K105DASHDOORDASH INC$1.0M0.07%3,755CommonSOLE
464286640ECHISHARES INC$1.0M0.07%30,415CommonSOLE
040413205ANETARISTA NETWORKS INC$1.0M0.07%6,867CommonSOLE
G29183103ETNEATON CORP PLC$994,5650.07%2,657CommonSOLE
654106103NKENIKE INC$989,9570.07%14,197CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$977,8370.07%9,070CommonSOLE
87612E106TGTTARGET CORP$969,0600.07%10,803CommonSOLE
46436F103IAUMISHARES GOLD TR$962,6930.07%25,005CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$949,2210.07%5,058CommonSOLE
46438G562QTOPISHARES TR$930,7410.07%29,937CommonSOLE
886364231GRNYTIDAL TRUST I$925,6300.06%37,040CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$925,6290.06%13,803CommonSOLE
88579Y101MMM3M CO$917,9170.06%5,915CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$910,2740.06%4,282CommonSOLE
833445109SNOWSNOWFLAKE INC$908,5150.06%4,028CommonSOLE
92840M102VSTVISTRA CORP$906,3350.06%4,626CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$905,9660.06%1,520CommonSOLE
92189F429PFXFVANECK ETF TRUST$900,5320.06%50,677CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$892,7480.06%23,481CommonSOLE
464288182AAXJISHARES TR$889,6690.06%9,753CommonSOLE
33939L407GUNRFLEXSHARES TR$880,7650.06%20,118CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$877,1110.06%23,070CommonSOLE
009158106APDAIR PRODS & CHEMS INC$875,2260.06%3,209CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$865,2730.06%1,420CommonSOLE
743315103PGRPROGRESSIVE CORP$864,5940.06%3,501CommonSOLE
031162100AMGNAMGEN INC$851,4160.06%3,017CommonSOLE
20030N101CMCSACOMCAST CORP NEW$846,1090.06%26,929CommonSOLE
12811T571CAIECALAMOS ETF TR$842,5820.06%30,673CommonSOLE
91232N207USOUNITED STS OIL FD LP$833,5230.06%11,302CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$833,3570.06%4,333CommonSOLE
852234103XYZBLOCK INC$824,8900.06%11,414CommonSOLE
89832Q109TFCTRUIST FINL CORP$818,7810.06%17,909CommonSOLE
05613H100BKDVBNY MELLON ETF TRUST II$817,5700.06%29,409CommonSOLE
803054204SAPSAP SE$815,5250.06%3,052CommonSOLE
009066101ABNBAIRBNB INC$812,1780.06%6,689CommonSOLE
74340W103PLDPROLOGIS INC.$807,3800.06%7,050CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$807,3610.06%78,233CommonSOLE
375558103GILDGILEAD SCIENCES INC$799,3370.06%7,201CommonSOLE
464286608EZUISHARES INC$779,1430.05%12,579CommonSOLE
02209S103MOALTRIA GROUP INC$774,4330.05%11,723CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$771,4850.05%66,450CommonSOLE
464288240ACWXISHARES TR$767,6270.05%11,808CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$765,8510.05%2,549CommonSOLE
464287721IYWISHARES TR$764,2630.05%3,902CommonSOLE
464287440IEFISHARES TR$758,2960.05%7,861CommonSOLE
46434V100SLQDISHARES TR$751,4710.05%14,784CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$749,2450.05%9,649CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$743,3720.05%6,761CommonSOLE
46432F388VLUEISHARES TR$738,9200.05%5,909CommonSOLE
53656G498MAGSLISTED FDS TR$738,2370.05%11,382CommonSOLE
46434G103IEMGISHARES INC$732,7190.05%11,115CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$730,8580.05%9,382CommonSOLE
464287408IVEISHARES TR$726,9150.05%3,520CommonSOLE
046353108AZNNASTRAZENECA PLC$723,0090.05%9,424CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$719,5230.05%26,888CommonSOLE
835699307SONYSONY GROUP CORP$718,7710.05%24,966CommonSOLE
055622104BPBP PLC$715,4890.05%20,763CommonSOLE
03076C106AMPAMERIPRISE FINL INC$714,4530.05%1,454CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$711,9930.05%2,037CommonSOLE
882508104TXNTEXAS INSTRS INC$709,1220.05%3,860CommonSOLE
46429B747STIPISHARES TR$707,6510.05%6,846CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$707,0800.05%20,693CommonSOLE
L44385109GLOBGLOBANT S A$701,2980.05%12,222CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$700,6780.05%6,265CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$699,0100.05%27,041CommonSOLE
46436E379IBHIISHARES TR$697,5410.05%29,247CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$685,8110.05%5,102CommonSOLE
907818108UNPUNION PAC CORP$684,9080.05%2,898CommonSOLE
464288588MBBISHARES TR$682,4160.05%7,172CommonSOLE
33740U109DEEDFIRST TR EXCHNG TRADED FD VI$682,0220.05%31,900CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$681,4500.05%4,807CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$680,7760.05%24,946CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$675,7120.05%2,420CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$675,0370.05%14,599CommonSOLE
78464A409SPYGSPDR SERIES TRUST$666,1720.05%6,374CommonSOLE
464288281EMBISHARES TR$660,9040.05%6,943CommonSOLE
46434V456IQLTISHARES TR$659,3590.05%14,921CommonSOLE
369550108GDGENERAL DYNAMICS CORP$658,7740.05%1,932CommonSOLE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$658,2440.05%29,893CommonSOLE
92189H409HYDVANECK ETF TRUST$657,1190.05%12,910CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$656,6310.05%2,657CommonSOLE
N3167Y103RACEFERRARI N V$656,0000.05%1,356CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$652,0260.05%16,260CommonSOLE
925652109VICIVICI PPTYS INC$651,1890.05%19,969CommonSOLE
66987V109NVSNOVARTIS AG$650,1770.05%5,070CommonSOLE
21873S108CRWVCOREWEAVE INC$649,3530.05%4,745CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$648,6840.05%7,716CommonSOLE
25746U109DDOMINION ENERGY INC$645,7720.05%10,557CommonSOLE
038222105AMATAPPLIED MATLS INC$645,1360.05%3,151CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$643,6410.05%31,336CommonSOLE
82889N202SPDSIMPLIFY EXCHANGE TRADED FUN$640,8520.04%16,220CommonSOLE
904767704UNILEVER PLC$639,7020.04%10,791CommonSOLE
78468R408SJNKSPDR SERIES TRUST$639,6120.04%24,985CommonSOLE
69374H105PTLCPACER FDS TR$638,3920.04%11,658CommonSOLE
464288646IGSBISHARES TR$635,1460.04%11,977CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$632,3220.04%7,570CommonSOLE
94106L109WMWASTE MGMT INC DEL$631,8650.04%2,861CommonSOLE
29444U700EQIXEQUINIX INC$631,2910.04%806CommonSOLE
29250N105ENBENBRIDGE INC$624,5710.04%12,376CommonSOLE
46436E718SGOVISHARES TR$620,7150.04%6,164CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$620,5110.04%674CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$616,8330.04%2,574CommonSOLE
81141R100SESEA LTD$613,2230.04%3,431CommonSOLE
059520106BCHBANCO DE CHILE$609,8780.04%20,128CommonSOLE
97717W422EPIWISDOMTREE TR$607,9250.04%13,754CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$604,2080.04%4,534CommonSOLE
701094104PHPARKER-HANNIFIN CORP$599,5490.04%791CommonSOLE
922908538VOTVANGUARD INDEX FDS$599,0610.04%2,039CommonSOLE
Y2573F102FLEXFLEX LTD$595,0620.04%10,265CommonSOLE
37954Y871URAGLOBAL X FDS$587,7230.04%12,329CommonSOLE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$587,2640.04%11,709CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$583,6800.04%456CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$581,2230.04%6,207CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$580,8130.04%29,334CommonSOLE
G54950103LINLINDE PLC$577,8140.04%1,216CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$576,6330.04%13,687CommonSOLE
46429B598INDAISHARES TR$574,5650.04%11,037CommonSOLE
345370860FFORD MTR CO$572,3750.04%47,857CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$571,6720.04%2,837CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$568,1510.04%44,491CommonSOLE
055869101BTQBTQ TECHNOLOGIES CORP$567,4400.04%82,000CommonSOLE
02156V109OKLOOKLO INC$561,3870.04%5,029CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$560,5680.04%16,178CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$559,9000.04%9,734CommonSOLE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$556,7470.04%37,166CommonSOLE
512807306LRCXLAM RESEARCH CORP$556,2300.04%4,154CommonSOLE
92204A306VDEVANGUARD WORLD FD$555,0430.04%4,410CommonSOLE
48251W104KKRKKR & CO INC$550,7860.04%4,238CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$550,2720.04%2,121CommonSOLE
372460105GPCGENUINE PARTS CO$549,8380.04%3,967CommonSOLE
92189H607OIHVANECK ETF TRUST$549,6350.04%2,115CommonSOLE
075887109BDXBECTON DICKINSON & CO$544,1030.04%2,907CommonSOLE
093712107BEBLOOM ENERGY CORP$543,6160.04%6,428CommonSOLE
46435U556ARTYISHARES TR$540,4330.04%11,805CommonSOLE
126650100CVSCVS HEALTH CORP$538,4260.04%7,142CommonSOLE
235851102DHRDANAHER CORPORATION$536,1030.04%2,704CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$535,0240.04%23,800CommonSOLE
74347X864UPROPROSHARES TR$530,8040.04%4,761CommonSOLE
12514G108CDWCDW CORP$529,7650.04%3,326CommonSOLE
46222L108IONQIONQ INC$526,0710.04%8,554CommonSOLE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$524,2990.04%9,913CommonSOLE
863667101SYKSTRYKER CORPORATION$520,8650.04%1,409CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$518,5130.04%5,195CommonSOLE
G0403H108AONAON PLC$517,0410.04%1,450CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$511,1000.04%1,476CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$505,9990.04%1,292CommonSOLE
806857108SLBSCHLUMBERGER LTD$505,8580.04%14,718CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$505,4690.04%1,701CommonSOLE
00214Q203ARKQARK ETF TR$503,6930.04%4,515CommonSOLE
85208P303URNMSPROTT FDS TR$502,2870.04%8,312CommonSOLE
464288661IEIISHARES TR$501,9440.04%4,200CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$501,9350.04%7,612CommonSOLE
40054A108SUPVGRUPO SUPERVIELLE S.A.$501,7470.04%101,363CommonSOLE
871607107SNPSSYNOPSYS INC$499,8040.04%1,013CommonSOLE
78409V104SPGIS&P GLOBAL INC$498,9310.04%1,025CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$496,5630.03%9,355CommonSOLE
032654105ADIANALOG DEVICES INC$488,1950.03%1,987CommonSOLE
18915M107NETCLOUDFLARE INC$487,9780.03%2,274CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$487,7790.03%12,437CommonSOLE
98978V103ZTSZOETIS INC$487,0320.03%3,329CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$486,0860.03%2,419CommonSOLE
571903202MARMARRIOTT INTL INC NEW$485,4600.03%1,864CommonSOLE
23331A109DHID R HORTON INC$479,2800.03%2,828CommonSOLE
58155Q103MCKMCKESSON CORP$477,8220.03%619CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$476,7750.03%19,500CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$469,9010.03%6,257CommonSOLE
125523100CITHE CIGNA GROUP$467,8300.03%1,623CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$467,6920.03%10,050CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$466,1950.03%10,481CommonSOLE
911363109URIUNITED RENTALS INC$464,9190.03%487CommonSOLE
97717W851DXJWISDOMTREE TR$463,1980.03%3,618CommonSOLE
46434V647REETISHARES TR$462,5280.03%18,096CommonSOLE
00766T100ACMAECOM$460,6900.03%3,531CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$459,9230.03%14,781CommonSOLE
722304102PDDPDD HOLDINGS INC$457,3080.03%3,460CommonSOLE
92338C103VLTOVERALTO CORP$456,1840.03%4,279CommonSOLE
443201108HWMHOWMET AEROSPACE INC$454,0760.03%2,314CommonSOLE
922908751VBVANGUARD INDEX FDS$449,8970.03%1,769CommonSOLE
81589A809QALTSEI EXCHANGE TRADED FUNDS$449,5430.03%17,709CommonSOLE
37954Y855LITGLOBAL X FDS$447,7510.03%7,876CommonSOLE
05961W105BMABANCO MACRO SA$442,9030.03%10,473CommonSOLE
969457100WMBWILLIAMS COS INC$442,6900.03%6,988CommonSOLE
609207105MDLZMONDELEZ INTL INC$442,4030.03%7,082CommonSOLE
98138H101WDAYWORKDAY INC$441,1790.03%1,833CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$437,5280.03%38,926CommonSOLE
22113B103CSANCOSAN S A$437,0000.03%95,000CommonSOLE
G3265R107APTVAPTIV PLC$436,3590.03%5,061CommonSOLE
247361702DALDELTA AIR LINES INC DEL$436,3370.03%7,689CommonSOLE
98149E303GLDMWORLD GOLD TR$433,7010.03%5,673CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$433,2690.03%22,625CommonSOLE
771049103RBLXROBLOX CORP$432,0440.03%3,119CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$431,6780.03%3,845CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$430,3590.03%5,872CommonSOLE
464287663IUSVISHARES TR$429,2850.03%4,295CommonSOLE
31428X106FDXFEDEX CORP$428,2890.03%1,816CommonSOLE
756109104OREALTY INCOME CORP$428,2660.03%7,045CommonSOLE
72201R775BONDPIMCO ETF TR$428,0100.03%4,585CommonSOLE
97717W315DEMWISDOMTREE TR$426,5000.03%9,274CommonSOLE
H01301128ALCALCON AG$424,9360.03%5,704CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$423,7280.03%8,353CommonSOLE
88339J105TTDTHE TRADE DESK INC$423,0540.03%8,632CommonSOLE
893870204TGSTRANSPORTADORA DE GAS SUR$421,6520.03%20,050CommonSOLE
97717X263DDWMWISDOMTREE TR$419,7560.03%10,042CommonSOLE
46435U853USHYISHARES TR$416,6380.03%11,028CommonSOLE
922908629VOVANGUARD INDEX FDS$415,5110.03%1,415CommonSOLE
22822V101CCICROWN CASTLE INC$413,9140.03%4,290CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$412,1150.03%8,722CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$410,4540.03%6,458CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$408,6260.03%3,452CommonSOLE
25243Q205DEODIAGEO PLC$408,5360.03%4,281CommonSOLE
92276F100VTRVENTAS INC$407,6220.03%5,824CommonSOLE
872590104TMUST-MOBILE US INC$406,9460.03%1,700CommonSOLE
78464A284HYMBSPDR SERIES TRUST$406,7330.03%16,315CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$406,7260.03%1,786CommonSOLE
464287788IYFISHARES TR$405,0260.03%3,198CommonSOLE
260003108DOVDOVER CORP$402,7280.03%2,414CommonSOLE
69374H303PTNQPACER FDS TR$402,6130.03%5,193CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$402,4230.03%687CommonSOLE
00791R707DIVPADVISORS INNER CIRCLE FD II$401,8840.03%15,941CommonSOLE
37954Y848SILGLOBAL X FDS$399,6950.03%5,580CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$399,1160.03%7,883CommonSOLE
87422Q109TLNTALEN ENERGY CORP$399,0060.03%938CommonSOLE
13321L108CCJCAMECO CORP$398,8380.03%4,756CommonSOLE
05964H105SANBANCO SANTANDER S.A.$398,5860.03%38,033CommonSOLE
47215P106JDJD.COM INC$395,7990.03%11,315CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$394,8150.03%12,626CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$389,6830.03%1,206CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$387,2050.03%18,500CommonSOLE
97717X701HEDJWISDOMTREE TR$386,2150.03%7,663CommonSOLE
444859102HUMHUMANA INC$386,0920.03%1,484CommonSOLE
09173B1071B2BITFARMS LTD$383,3140.03%135,927CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$383,2280.03%8,261CommonSOLE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$382,5740.03%8,794CommonSOLE
500767306KWEBKRANESHARES TRUST$381,3510.03%9,078CommonSOLE
G65163100JOBYJOBY AVIATION INC$376,4660.03%23,325CommonSOLE
78462F903SPYSPDR S&P 500 ETF TR$376,2990.03%2,500CALLSOLE
47233W109JEFJEFFERIES FINL GROUP INC$372,2400.03%5,690CommonSOLE
687793109OSCROSCAR HEALTH INC$367,3180.03%19,404CommonSOLE
00162Q676ENFRALPS ETF TR$366,9140.03%11,321CommonSOLE
37045V100GMGENERAL MTRS CO$366,4300.03%6,010CommonSOLE
46429B697USMVISHARES TR$366,1850.03%3,849CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$366,1350.03%11,474CommonSOLE
33740F219QCJLFIRST TR EXCHNG TRADED FD VI$365,8570.03%15,713CommonSOLE
171779309CIENCIENA CORP$363,4470.03%2,495CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$358,6290.03%2,705CommonSOLE
29273V100ETENERGY TRANSFER L P$358,5620.03%20,895CommonSOLE
89151E109TTENTOTALENERGIES SE$356,9320.03%5,980CommonSOLE
767204100RIORIO TINTO PLC$356,7840.03%5,405CommonSOLE
291011104EMREMERSON ELEC CO$356,2020.03%2,715CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$355,5450.02%1,164CommonSOLE
88636J642YMAGTIDAL TRUST II$355,5170.02%22,630CommonSOLE
46434V449IMTMISHARES TR$353,0670.02%7,374CommonSOLE
33939L886RAVIFLEXSHARES TR$352,5920.02%4,662CommonSOLE
50212V100LPLALPL FINL HLDGS INC$350,4890.02%1,054CommonSOLE
45168D104IDXXIDEXX LABS INC$349,4730.02%547CommonSOLE
842587107SOSOUTHERN CO$346,8470.02%3,660CommonSOLE
526057104LENLENNAR CORP$345,2250.02%2,739CommonSOLE
457669307INSMINSMED INC$345,0480.02%2,396CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$344,6610.02%13,954CommonSOLE
78464A763SDYSPDR SERIES TRUST$344,6470.02%2,461CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$340,8280.02%2,022CommonSOLE
46435G334EWUISHARES TR$340,2930.02%8,108CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$340,1320.02%2,167CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$339,6060.02%1,032CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$338,8520.02%741CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$338,2720.02%12,843CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$337,9150.02%9,210CommonSOLE
59156R108METMETLIFE INC$334,3400.02%4,059CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$332,8180.02%8,096CommonSOLE
98419M100XYLXYLEM INC$332,4650.02%2,254CommonSOLE
518439104ELLAUDER ESTEE COS INC$331,6840.02%3,764CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$329,4670.02%12,775CommonSOLE
464287671IUSGISHARES TR$329,4510.02%2,002CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$329,2920.02%6,678CommonSOLE
893641100TDGTRANSDIGM GROUP INC$329,0140.02%250CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$328,5380.02%6,802CommonSOLE
62914V106NIONIO INC$328,1710.02%43,067CommonSOLE
62482R10707WAMR COOPER GROUP INC$324,6170.02%1,540CommonSOLE
902973304USBUS BANCORP DEL$324,2460.02%6,709CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$321,0520.02%914CommonSOLE
D18190898DBDEUTSCHE BANK A G$320,4610.02%9,050CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$319,6660.02%6,325CommonSOLE
88634T493TIDAL TRUST II$318,4190.02%22,809CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$316,7000.02%16,350CommonSOLE
052769106ADSKAUTODESK INC$316,0820.02%995CommonSOLE
704326107PAYXPAYCHEX INC$313,7870.02%2,475CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$312,6400.02%42,594CommonSOLE

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.