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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

INSIGNEO ADVISORY SERVICES, LLC

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001964958-23-000002

Total Value
$264.1M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL287,625$37.4M14.15%
2SPDR S&P 500 ETF TrustSPY27,674$10.6M4.03%
3MICROSOFT CORPMSFT42,764$10.3M3.88%
4AMAZON COM INCAMZN121,451$10.2M3.86%
5ALPHABET INCGOOG73,172$6.5M2.44%
6BERKSHIRE HATHAWAY INC DELBRK-A18,009$5.6M2.11%
7INVESCO QQQ TRIVZ20,321$5.4M2.05%
8HONEYWELL INTL INC43851610622,349$4.8M1.81%
9BERKSHIRE HATHAWAY INC DELBRK-A8$3.8M1.42%
10ISHARES INC46428723498,267$3.7M1.41%
11JPMORGAN CHASE & COVYLD23,818$3.2M1.21%
12ISHARES INC46428765517,348$3.0M1.15%
13ISHARES INC46432F38830,249$2.8M1.04%
14SPDR S&P MIDCAP 400 ETF TRMDY5,814$2.6M0.98%
15ALPHABET INCGOOG29,181$2.6M0.98%
16VANGUARD WORLD FDS92290851218,000$2.4M0.92%
17ISHARES INC46434G82244,251$2.4M0.91%
18VANGUARD WORLD FDS92290876912,459$2.4M0.90%
19TESLA INCTSLA19,156$2.4M0.89%
20VISA INCV11,246$2.3M0.88%
21MARATHON PETE CORPMARA19,295$2.2M0.85%
22HOME DEPOT INCHD7,022$2.2M0.84%
23NVIDIA CORPORATIONNVDA15,080$2.2M0.83%
24META PLATFORMS INCMETA16,799$2.0M0.77%
25BLACKROCK HEALTH SCIENCS TRBLK130,724$2.0M0.76%
26JOHNSON & JOHNSONJNJ11,089$2.0M0.74%
27CHEVRON CORP NEWCVX10,892$2.0M0.74%
28SELECT SECTOR SPDR TR81369Y60556,463$1.9M0.73%
29BOEING COBA-PA9,754$1.9M0.70%
30EXXON MOBIL CORPXOM15,745$1.7M0.66%
31INGERSOLL RAND INCIR32,700$1.7M0.65%
32COSTCO WHSL CORP NEW22160K1053,573$1.6M0.62%
33SELECT SECTOR SPDR TR81369Y50618,343$1.6M0.61%
34VANGUARD WORLD FDS92204287428,863$1.6M0.61%
35DISNEY WALT CO25468710618,253$1.6M0.60%
36VANGUARD WORLD FDS92190976830,398$1.6M0.60%
37PFIZER INCPFE30,647$1.6M0.59%
38WALMART INCWMT10,413$1.5M0.56%
39ISHARES INC46434V73831,182$1.5M0.56%
40UNITEDHEALTH GROUP INCUNH2,774$1.5M0.56%
41TOTALENERGIES SETTE23,296$1.5M0.55%
42ABBVIE INCABBV8,347$1.3M0.51%
43PROCTER AND GAMBLE CO7427181098,818$1.3M0.51%
44VANGUARD INTL EQUITY INDEX F92204277526,628$1.3M0.51%
45VERIZON COMMUNICATIONS INCVZ33,713$1.3M0.50%
46MERCK & CO INCMRK11,058$1.2M0.47%
47COCA COLA COKO18,872$1.2M0.45%
48MASTERCARD INCORPORATEDMA3,419$1.2M0.45%
49BK OF AMERICA CORP06050510435,602$1.2M0.45%
50PEPSICO INCPEP6,216$1.1M0.43%
51MERCADOLIBRE INCMELI1,334$1.1M0.43%
52ALIBABA GROUP HLDG LTDBBAAY12,580$1.1M0.42%
53FIRST TR LRGE CP CORE ALPHA33734K10913,540$1.1M0.41%
54VANGUARD WORLD FDS92206C66415,143$1.1M0.40%
55SPDR SER TR78464A7638,277$1.0M0.39%
56LOWES COS INC5486611075,131$1.0M0.39%
57SALESFORCE INCCRM7,573$1.0M0.38%
58MCDONALDS CORPMCD3,752$989,0000.37%
59LOCKHEED MARTIN CORPLMT1,864$907,0000.34%
60VANGUARD WORLD FDS92290855310,634$877,0000.33%
61VANGUARD ADMIRAL FDS INC9219325054,099$865,0000.33%
62SCHWAB STRATEGIC TR80852479711,386$860,0000.33%
63VANECK ETF TRUST92189F6764,229$858,0000.32%
64AT&T INCT-PC46,332$853,0000.32%
65LILLY ELI & COLLY2,306$844,0000.32%
66NETFLIX INCNFLX2,833$835,0000.32%
67TARGET CORPTGT5,588$833,0000.32%
68CISCO SYS INCCSCO17,472$832,0000.32%
69CITIGROUP INCC-PR17,915$810,0000.31%
70FIRST TR VALUE LINE DIVID IN33734H10620,012$799,0000.30%
71RAYTHEON TECHNOLOGIES CORPRTX7,907$798,0000.30%
72SIMPLIFY EXCHANGE TRADED FUN82889N20231,952$775,0000.29%
73DANAHER CORPORATION2358511022,876$764,0000.29%
74DUKE ENERGY CORP NEWDUKB7,380$760,0000.29%
75PAYPAL HLDGS INCPYPL10,409$741,0000.28%
76VANGUARD WORLD FDS9229083632,105$740,0000.28%
77BOSTON SCIENTIFIC CORPBSX15,700$726,0000.27%
78QUALCOMM INCQCOM6,606$726,0000.27%
79ETSY INCETSY5,901$707,0000.27%
80AMERIPRISE FINL INC03076C1062,263$705,0000.27%
81BP PLCBPPFF20,129$703,0000.27%
82UNITED PARCEL SERVICE INCUPS4,004$696,0000.26%
83OREILLY AUTOMOTIVE INC67103H107805$679,0000.26%
84FIRST TR EXCHANGE-TRADED FD33738R50614,965$657,0000.25%
85VALE S AVALE38,415$652,0000.25%
86THE TRADE DESK INC88339J10514,479$649,0000.25%
87ARK ETF TR00214Q10420,470$639,0000.24%
88PHILIP MORRIS INTL INC7181721096,207$636,0000.24%
89NIKE INCNKE5,391$631,0000.24%
90THERMO FISHER SCIENTIFIC INCTMO1,136$626,0000.24%
91STARBUCKS CORPSBUX6,306$626,0000.24%
92COMCAST CORPCCZ17,833$624,0000.24%
93DEERE & CODE1,432$616,0000.23%
94INTUITIVE SURGICAL INCISRG2,284$606,0000.23%
95PIONEER NAT RES CO7237871072,539$580,0000.22%
96ISHARES INC4642878046,104$578,0000.22%
97MICRON TECHNOLOGY INCMU11,418$572,0000.22%
98MORGAN STANLEYMS-PQ6,715$571,0000.22%
99AMERICAN EXPRESS COAXP3,868$571,0000.22%
100APPLIED MATLS INC0382221055,856$570,0000.22%
101ADOBE SYSTEMS INCORPORATEDADBE1,680$565,0000.21%
102AMERICAN TOWER CORP NEW03027X1002,639$563,0000.21%
103AIRBNB INCABNB6,590$563,0000.21%
104VANGUARD WORLD FDS9229086113,528$560,0000.21%
105BLACKSTONE INCBX7,485$555,0000.21%
106TJX COS INC NEW8725401096,842$545,0000.21%
107FIRST TR EXCHANGE-TRADED FD33733E1047,254$544,0000.21%
108ISHARES INC46429B6977,500$541,0000.20%
109UNION PAC CORPUNP2,598$538,0000.20%
110MARKEL CORPMKL408$538,0000.20%
111ORACLE CORPORCL-PD6,475$529,0000.20%
112ABBOTT LABSABLZF4,804$527,0000.20%
113COHEN & STEERS REIT & PFD &19247X10025,616$522,0000.20%
114GENERAL DYNAMICS CORPGD2,062$512,0000.19%
115WELLS FARGO CO NEW94974610112,247$506,0000.19%
116BLOCK INCBSQKZ8,038$505,0000.19%
117BAIDU INCBAIDF4,409$504,0000.19%
118TAIWAN SEMICONDUCTOR MFG LTD8740391006,609$495,0000.19%
119UNILEVER PLCUNLYF9,662$486,0000.18%
120ISHARES INC4642872001,256$483,0000.18%
121INVESCO EXCH TRADED FD TR IIIVZ9,037$483,0000.18%
122ARK ETF TR00214Q30217,070$482,0000.18%
123BLACKROCK SCIENCE & TECHNOLOBLK30,838$482,0000.18%
124CVS HEALTH CORPCVS5,129$478,0000.18%
125TEXAS INSTRS INC8825081042,879$476,0000.18%
126FIRST TR EXCHANGE TRADED FD33733A20116,481$475,0000.18%
127INTEL CORPINTC17,789$470,0000.18%
128NORFOLK SOUTHN CORP6558441081,884$464,0000.18%
129ISHARES INC4642876142,164$464,0000.18%
130CDW CORPCDW2,594$463,0000.18%
131ISHARES INC4642881827,107$460,0000.17%
132INTERNATIONAL BUSINESS MACHSINTR3,264$460,0000.17%
133NEXTERA ENERGY INCNEE-PW5,477$458,0000.17%
134ISHARES INC4642871505,354$454,0000.17%
135BHP GROUP LTDBHPLF7,260$450,0000.17%
136ANNALY CAPITAL MANAGEMENT INNLY-PJ20,460$449,0000.17%
137PARKER-HANNIFIN CORPPH1,524$443,0000.17%
138ISHARES INC4642865338,321$441,0000.17%
139ISHARES INC46428640015,535$435,0000.16%
140DATADOG INCDDOG5,825$428,0000.16%
141FIRST TR NASDAQ 100 TECH IND3373451024,070$428,0000.16%
142VANGUARD WORLD FDS92204A5041,727$428,0000.16%
143ISHARES INC46434V64718,185$413,0000.16%
144GOLDMAN SACHS GROUP INCGSCE1,202$413,0000.16%
145VICI PPTYS INC92565210912,397$406,0000.15%
146AXON ENTERPRISE INCAXON2,448$406,0000.15%
147BROADCOM INCAVGO720$403,0000.15%
148DOLLAR GEN CORP NEW2566771051,632$403,0000.15%
149ETF SER SOLUTIONS26922A84223,472$401,0000.15%
150ASTRAZENECA PLCAZN5,877$398,0000.15%
151FIRST TR EXCHANGE TRADED FD3369201035,051$397,0000.15%
152CONOCOPHILLIPSCOP3,334$395,0000.15%
153PETROLEO BRASILEIRO SA PETRO71654V40837,107$395,0000.15%
1543M COMMM3,262$391,0000.15%
155AIR PRODS & CHEMS INCAIIR1,260$390,0000.15%
156INVESCO EXCHANGE TRADED FD TIVZ2,513$390,0000.15%
157CATERPILLAR INCCAT1,609$385,0000.15%
158SELECT SECTOR SPDR TR81369Y8033,031$377,0000.14%
159CHIPOTLE MEXICAN GRILL INCCMG272$377,0000.14%
160FEDEX CORPFDX2,150$375,0000.14%
161SHERWIN WILLIAMS COSHW1,556$369,0000.14%
162ADVANCED MICRO DEVICES INCAMD5,681$368,0000.14%
163SONY GROUP CORPORATIONSNEJF4,715$360,0000.14%
164GENUINE PARTS COGPC2,046$357,0000.14%
165FORD MTR CO DEL34537086030,628$356,0000.13%
166EATON VANCE TAX ADVT DIV INCETN15,500$353,0000.13%
167FIRST TR EXCHANGE-TRADED FD33733E3022,870$353,0000.13%
168ISHARES INC4642875982,321$352,0000.13%
169DOMINION ENERGY INCD5,661$347,0000.13%
170AMGEN INCAMGN1,299$341,0000.13%
171CROWDSTRIKE HLDGS INCCRWD3,231$340,0000.13%
172ISHARES INC4642887602,986$334,0000.13%
173ISHARES INC464287523959$334,0000.13%
174DOCUSIGN INCDOCU5,981$331,0000.13%
175SIMON PPTY GROUP INC NEW8288061092,818$331,0000.13%
176SPDR SER TR78464A8703,990$331,0000.13%
177WISDOMTREE TRWT5,396$327,0000.12%
178STAG INDL INC85254J10210,087$327,0000.12%
179DIAGEO PLCDGEAF1,833$327,0000.12%
180PACER FDS TR69374H1058,580$322,0000.12%
181ILLINOIS TOOL WKS INC4523081091,444$320,0000.12%
182PNC FINL SVCS GROUP INC6934751052,023$320,0000.12%
183SCHWAB CHARLES CORPSCHW-PJ3,779$315,0000.12%
184GILEAD SCIENCES INCGILD3,640$312,0000.12%
185WASTE MGMT INC DEL94106L1091,973$310,0000.12%
186INVESCO EXCHANGE TRADED FD TIVZ2,144$303,0000.11%
187GENERAL MLS INC3703341043,592$301,0000.11%
188LAUDER ESTEE COS INC5184391041,209$300,0000.11%
189CORTEVA INCCTVA5,076$298,0000.11%
190FIRST TR EXCH TRADED FD III33739E10817,314$291,0000.11%
191WALGREENS BOOTS ALLIANCE INC9314271087,767$290,0000.11%
192ROCKWELL AUTOMATION INCROK1,124$290,0000.11%
193GLADSTONE LD CORP37654910115,632$287,0000.11%
194SNOWFLAKE INCSNOW1,998$287,0000.11%
195TRUIST FINL CORP89832Q1096,650$286,0000.11%
196PALO ALTO NETWORKS INCPANW2,037$284,0000.11%
197NOKIA CORPNOKBF60,493$281,0000.11%
198ALPS ETF TR00162Q67613,170$279,0000.11%
199ARK ETF TR00214Q70819,558$279,0000.11%
200REINSURANCE GRP OF AMERICA I7593516041,958$278,0000.11%
201FIRST TR EXCHANGE TRADED FD33734X1924,806$277,0000.10%
202CROWN CASTLE INCCCI2,032$276,0000.10%
203PINTEREST INCPINS11,298$274,0000.10%
204SYSCO CORPSYY3,587$274,0000.10%
205SVB FINANCIAL GROUP78486Q1011,181$272,0000.10%
206FIDELITY NATL INFORMATION SV31620M1064,005$272,0000.10%
207METLIFE INCMET-PF3,697$268,0000.10%
208NORTHROP GRUMMAN CORPNOC486$265,0000.10%
209NOVO-NORDISK A SNONOF1,954$264,0000.10%
210PHILLIPS 66PSX2,512$261,0000.10%
211REALTY INCOME CORPO4,095$261,0000.10%
212PROGRESSIVE CORP7433151032,004$260,0000.10%
213FIRST TR EXCHANGE TRADED FD33734X1356,310$258,0000.10%
214INVESCO EXCH TRADED FD TR IIIVZ11,511$258,0000.10%
215GLOBAL X FDS37954Y8554,278$253,0000.10%
216ISHARES INC4642868225,100$252,0000.10%
217PACKAGING CORP AMER6951561091,934$250,0000.09%
218GENERAL ELECTRIC CO3696043012,974$249,0000.09%
219INTERCONTINENTAL EXCHANGE IN45866F1042,407$247,0000.09%
220BLACKROCK CAP ALLOCATION TRBLK14,885$247,0000.09%
221NUCOR CORPNUE1,841$244,0000.09%
222FIRST TR EXCHANGE-TRADED FD33733E8728,638$241,0000.09%
223EOG RES INCEOG1,861$241,0000.09%
224CINTAS CORPCTAS519$234,0000.09%
225FIRST TR EXCHANGE TRADED FD33734X12713,700$234,0000.09%
226EQUINIX INCEQIX354$232,0000.09%
227ELEVANCE HEALTH INCELV453$232,0000.09%
228STARWOOD PPTY TR INCSTHO12,270$231,0000.09%
229BOSTON OMAHA CORPBOC8,697$230,0000.09%
230NEXSTAR MEDIA GROUP INCNXST1,282$224,0000.08%
231FIRST TR EXCHANGE TRADED FD33734X8465,748$223,0000.08%
232BRITISH AMERN TOB PLC1104481075,478$223,0000.08%
233L3HARRIS TECHNOLOGIES INCLHX1,058$220,0000.08%
234AVNET INCAVT5,216$217,0000.08%
235DIGITALOCEAN HLDGS INCDOCN8,490$216,0000.08%
236GENERAL MTRS CO37045V1006,389$215,0000.08%
237ISHARES INC4642867723,786$214,0000.08%
238MOTOROLA SOLUTIONS INCMSI830$214,0000.08%
239ISHARES INC46434G8485,154$211,0000.08%
240FIDELITY COMWLTH TR3159128085,100$209,0000.08%
241VANGUARD WORLD FDS92204A4052,500$207,0000.08%
242SELECT SECTOR SPDR TR81369Y2091,513$206,0000.08%
243ARES MANAGEMENT CORPORATIONARES-PB3,004$206,0000.08%
244KIMBERLY-CLARK CORPKMB1,493$204,0000.08%
245SPDR INDEX SHS FDS78463X8637,623$204,0000.08%
246SOUTHERN COSOMN2,819$201,0000.08%
247FREEPORT-MCMORAN INCFCX5,295$201,0000.08%
248SERVICENOW INCNOW518$201,0000.08%
249SPDR DOW JONES INDL AVERAGE78467X109605$201,0000.08%
250BLACKROCK INCBLK284$201,0000.08%
251VENTAS INCVTR4,400$200,0000.08%
252CONSTELLATION BRANDS INCSTZ863$200,0000.08%