Portfolio (Quarterly)
Guide ↗
INSIGNEO ADVISORY SERVICES, LLC
· CIK 0001964958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CLSK | CLEANSPARK INC | Technology | 85,106 | $861K | 0.06% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 9,121 | $838K | 0.06% | SOLD |
| 3 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 6,441 | $838K | 0.06% | SOLD |
| 4 | OXY | OCCIDENTAL PETE CORP | Energy | 16,725 | $688K | 0.05% | SOLD |
| 5 | BSV | VANGUARD BD INDEX FDS | — | 8,133 | $641K | 0.05% | SOLD |
| 6 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 16,278 | $580K | 0.04% | SOLD |
| 7 | VDE | VANGUARD WORLD FD | — | 4,330 | $545K | 0.04% | SOLD |
| 8 | SGOV | ISHARES TR | — | 5,210 | $523K | 0.04% | SOLD |
| 9 | BAR | GRANITESHARES GOLD TR | Financial Services | 11,100 | $472K | 0.03% | SOLD |
| 10 | ZROZ | PIMCO ETF TR | — | 7,200 | $463K | 0.03% | SOLD |
| 11 | QALT | SEI EXCHANGE TRADED FUNDS | — | 18,163 | $453K | 0.03% | SOLD |
| 12 | VLTO | VERALTO CORP | Industrials | 4,369 | $436K | 0.03% | SOLD |
| 13 | USHY | ISHARES TR | — | 11,536 | $431K | 0.03% | SOLD |
| 14 | — | J P MORGAN EXCHANGE TRADED F | — | 8,503 | $430K | 0.03% | SOLD |
| 15 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,287 | $402K | 0.03% | SOLD |
| 16 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 4,901 | $402K | 0.03% | SOLD |
| 17 | STE | STERIS PLC | Healthcare | 1,584 | $402K | 0.03% | SOLD |
| 18 | SCHG | SCHWAB STRATEGIC TR | — | 12,092 | $394K | 0.03% | SOLD |
| 19 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 1,318 | $373K | 0.03% | SOLD |
| 20 | LPLA | LPL FINL HLDGS INC | Financial Services | 1,020 | $364K | 0.03% | SOLD |
Sector Allocation
Financial Services
31.2%
Technology
28.2%
Communication Services
10.2%
Consumer Cyclical
9.1%
Industrials
7.7%
Healthcare
4.1%
Energy
3.2%
Consumer Defensive
2.9%
Basic Materials
1.5%
Utilities
1.0%