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Home > Institutional Investor > Insigneo Advisory Services, Llc > Profile

Instuitional Investor - Insigneo Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Insigneo Advisory Services, Llc
Portfolio Value $969,312,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 371,367 $82,491,794 8.51%
2.
Spdr S & P 500 Etf Trust
 SPY 74,093 $41,447,123 4.28%
3.
Amazon Com Inc
 AMZN 192,129 $36,554,398 3.77%
4.
Berkshire Hathaway Inc
 BRK.A 63,054 $33,581,299 3.46%
5.
Microsoft Corp
 MSFT 83,979 $31,524,719 3.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)