CHIEF COMPLIANCE OFFICER

0001964958-24-000001.txt : 20240214 0001964958-24-000001.hdr.sgml : 20240214 20240214115233 ACCESSION NUMBER: 0001964958-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSIGNEO ADVISORY SERVICES, LLC CENTRAL INDEX KEY: 0001964958 ORGANIZATION NAME: IRS NUMBER: 810862733 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22931 FILM NUMBER: 24634666 BUSINESS ADDRESS: STREET 1: 1221 BRICKELL AVENUE STREET 2: 27TH FLOOR CITY: MIAMI STATE: FL ZIP: 33131 BUSINESS PHONE: 305-373-9000 MAIL ADDRESS: STREET 1: 1221 BRICKELL AVENUE STREET 2: 27TH FLOOR CITY: MIAMI STATE: FL ZIP: 33131 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001964958 XXXXXXXX 12-31-2023 12-31-2023 INSIGNEO ADVISORY SERVICES, LLC

1221 BRICKELL AVENUE 27TH FLOOR MIAMI FL 33131

13F HOLDINGS REPORT 028-22931 000282589 801-107256 N BEATRIZ GUTIERREZ CHIEF COMPLIANCE OFFICER 305-982-4552 BEATRIZ GUTIERREZ MIAMI FL 02-13-2024 0 436 710055886 false INFORMATION TABLE 2 form13finfotable4q2023.xml 4Q2023 INFORMATION TABLE 3M CO COM 88579Y101 262587 2402 SH SOLE 2402 0 0 ABBOTT LABS COM 002824100 1308891 11892 SH SOLE 11892 0 0 ABBVIE INC COM 00287Y109 3359117 21676 SH SOLE 21676 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2330320 3906 SH SOLE 3906 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2809488 19059 SH SOLE 19059 0 0 AFLAC INC COM 001055102 474870 5756 SH SOLE 5756 0 0 AIR PRODS & CHEMS INC SPONSORED ADS 009158106 849024 3081 SH SOLE 3081 0 0 AIRBNB INC COM CL A 009066101 1034392 7598 SH SOLE 7598 0 0 ALBEMARLE CORP COM 012653101 620019 4280 SH SOLE 4280 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2321158 29570 SH SOLE 29570 0 0 ALPHABET INC CAP STK CL A 02079K305 13406748 95975 SH SOLE 95975 0 0 ALPHABET INC CAP STK CL C 02079K107 7997073 56745 SH SOLE 56745 0 0 ALPS ETF TR ALERIAN ENERGY 00162Q676 246371 10670 SH SOLE 10670 0 0 ALTRIA GROUP INC COM 02209S103 642241 15536 SH SOLE 15536 0 0 AMAZON COM INC COM 023135106 30742477 202333 SH SOLE 202333 0 0 AMBEV SA SPONSORED ADR 02319V103 84402 28601 SH SOLE 28601 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 196785 14322 SH SOLE 14322 0 0 AMERICAN ELEC PWR CO INC COM 025537101 399697 4922 SH SOLE 4922 0 0 AMERICAN EXPRESS CO COM 025816109 2231033 11909 SH SOLE 11909 0 0 AMERICAN TOWER CORP NEW COM 03027X100 999471 4594 SH SOLE 4594 0 0 AMERIPRISE FINL INC COM 03076C106 630898 1661 SH SOLE 1661 0 0 AMGEN INC COM 031162100 814809 2829 SH SOLE 2829 0 0 ANALOG DEVICES INC COM 032654105 724193 3648 SH SOLE 3648 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710839 1505044 75177 SH SOLE 75177 0 0 APPLE INC COM 037833100 75381448 391531 SH SOLE 391531 0 0 APPLIED MATLS INC COM 038222105 804678 4965 SH SOLE 4965 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 227138 1910 SH SOLE 1910 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 872156 26582 SH SOLE 26582 0 0 ARK ETF TR INNOVATION ETF 00214Q104 1288041 24595 SH SOLE 24595 0 0 ARK ETF TR 3D PRINTING ETF 00214Q500 225331 9700 SH SOLE 9700 0 0 ARK ETF TR FINTECH INNOVA 00214Q708 227039 8232 SH SOLE 8232 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 709235 937 SH SOLE 937 0 0 AT&T INC COM 00206R102 1608459 95856 SH SOLE 95856 0 0 AURORA CANNABIS INC COM 05156X884 8012 16250 SH SOLE 16250 0 0 AUTODESK INC COM 052769106 542717 2229 SH SOLE 2229 0 0 AXON ENTERPRISE INC COM 05464C101 355204 1375 SH SOLE 1375 0 0 BAIDU INC SPON ADR REP A 056752108 582470 4891 SH SOLE 4891 0 0 BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 450743 82857 SH SOLE 82857 0 0 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 161402 17717 SH SOLE 17717 0 0 BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 71395 10900 SH SOLE 10900 0 0 BANCO SANTANDER S.A. 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100 69374H881 281099 5376 SH SOLE 5376 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 808914 47112 SH SOLE 47112 0 0 PALO ALTO NETWORKS INC COM 697435105 1833859 6219 SH SOLE 6219 0 0 PARKER-HANNIFIN CORP COM 701094104 703489 1527 SH SOLE 1527 0 0 PAYCHEX INC COM 704326107 536353 4503 SH SOLE 4503 0 0 PAYPAL HLDGS INC COM 70450Y103 1667773 27158 SH SOLE 27158 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 678586 4638 SH SOLE 4638 0 0 PEPSICO INC COM 713448108 2325819 13596 SH SOLE 13596 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 4528996 271170 SH SOLE 271170 0 0 PFIZER INC COM 717081103 1990805 69150 SH SOLE 69150 0 0 PHILIP MORRIS INTL INC COM 718172109 2002933 21003 SH SOLE 21003 0 0 PHILLIPS 66 COM 718546104 370929 2786 SH SOLE 2786 0 0 PHYSICIANS RLTY TR COM 71943U104 175586 13192 SH SOLE 13192 0 0 PIONEER NAT RES CO COM 723787107 859942 3824 SH SOLE 3824 0 0 PNC FINL SVCS GROUP INC COM 693475105 922809 5960 SH SOLE 5960 0 0 POPULAR INC COM NEW 733174700 287183 3473 SH 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SELECT SECTOR SPDR TR FINANCIAL 81369Y605 3076771 81829 SH SOLE 81829 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1369474 10042 SH SOLE 10042 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 419307 3679 SH SOLE 3679 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1943445 10097 SH SOLE 10097 0 0 SERVICENOW INC COM 81762P102 1128265 1597 SH SOLE 1597 0 0 SHELL PLC SPON ADS 780259305 2499216 37982 SH SOLE 37982 0 0 SHERWIN WILLIAMS CO COM 824348106 822481 2637 SH SOLE 2637 0 0 SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 356987 11598 SH SOLE 11598 0 0 SHOPIFY INC CL A 82509L107 2626087 33711 SH SOLE 33711 0 0 SIMON PPTY GROUP INC NEW COM 828806109 619058 4340 SH SOLE 4340 0 0 SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD 82889N202 682260 23742 SH SOLE 23742 0 0 SNOWFLAKE INC CL A 833445109 611527 3073 SH SOLE 3073 0 0 SOFI TECHNOLOGIES INC COM 83406F102 131967 13263 SH SOLE 13263 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 716614 7568 SH SOLE 7568 0 0 SOUTHERN CO COM 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WORLD FDS MCAP VL IDXVIP 922908512 2610180 18000 SH SOLE 18000 0 0 VANGUARD WORLD FDS REAL ESTATE ETF 922908553 2638077 29856 SH SOLE 29856 0 0 VANGUARD WORLD FDS VNG RUS2000IDX 92206C664 744580 9181 SH SOLE 9181 0 0 VANGUARD WORLD FDS VG TL INTL STK F 921909768 1421354 24523 SH SOLE 24523 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 269503 1075 SH SOLE 1075 0 0 VENTAS INC COM 92276F100 277350 5515 SH SOLE 5515 0 0 VERALTO CORP COM SHS 92338C103 352621 4282 SH SOLE 4282 0 0 VERISK ANALYTICS INC COM 92345Y106 240533 1007 SH SOLE 1007 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1947391 51655 SH SOLE 51655 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 219721 540 SH SOLE 540 0 0 VICI PPTYS INC COM 925652109 474260 14687 SH SOLE 14687 0 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 104272 42560 SH SOLE 42560 0 0 VISA INC COM 92826C839 5400950 20745 SH SOLE 20745 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 214311 8208 SH SOLE 8208 0 0 WALMART INC COM 931142103 3004591 18995 SH SOLE 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