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Margieric Olivos

Insigneo Advisory Services, Llc

Assets Managed
$1.408B
Holdings
745
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.97%(2Q avg: -0.57%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Insigneo Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 745 positions.

Assets under management

The assets under management (AUM) of Insigneo Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.408B in assets, with a quarterly growth rate of 0.97% and a 2-quarter average growth rate of -0.57%. The portfolio is managed by Margieric Olivos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.43%
7.04%
$98.953M
389,900 shares@ $253.8 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.27%
5.76%
$80.942M
124,461 shares@ $650.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.61%
3.81%
$53.627M
307,496 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.07%
3.19%
$44.821M
215,208 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.32%
2.79%
$39.249M
106,030 shares@ $370.18 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 14.31%
2.68%
$37.593M
87,368 shares@ $430.29 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 5.17%
2.41%
$33.905M
70,753 shares@ $479.21 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.34%
2.21%
$31.06M
108,011 shares@ $287.57 avg price
TT
Trane Technologies Plc
Recent Activity
Increased 0.33%
2.12%
$29.828M
71,575 shares@ $416.74 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 8.94%
2.07%
$29.01M
50,705 shares@ $572.13 avg price

1-10 of 745