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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 $710,055,886
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 391,531 $75,381,448 10.61%
2.
Spdr S & P 500 Etf Trust
 SPY 71,240 $33,997,244 4.78%
3.
Microsoft Corp
 MSFT 82,630 $31,071,823 4.37%
4.
Amazon Com Inc
 AMZN 202,333 $30,742,477 4.32%
5.
Berkshire Hathaway Inc
 BRK.A 56,898 $20,293,241 2.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)