Insigneo Advisory Services, LLC Purchases in Q1 2025

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
50
+ 0.37%
$169.2 - $216.66 $8.46K - $10.8K
13.5K $2.82B
WMT
Walmart Inc.

Consumer Defensive
6.31K
+ 13.48%
$84.5 - $105.05 $533K - $663K
53.1K $4.66B
SRLN
Ssga Active Trust

ETFs
11K
+ 29.13%
$41.02 - $41.99 $452K - $462K
48.8K $2.01B
BSX
Boston Scientific Corp

Healthcare
2.91K
+ 24.78%
$89.38 - $106.18 $260K - $309K
14.6K $1.48B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.12K
+ 23.27%
$77.7 - $78.94 $398K - $404K
27.1K $2.14B
WM
Waste Management Inc

Industrials
1.36K
+ 38.93%
$200.54 - $233.78 $274K - $319K
4.87K $1.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.55K
+ 14.96%
$85.29 - $92.57 $303K - $329K
27.3K $2.48B
VTR
Ventas, Inc.

Real Estate
5.92K
New
$56.9 - $70.47 $337K - $417K
5.92K $407M
ABT
Abbott Laboratories

Healthcare
1.21K
+ 9.75%
$111.1 - $140.22 $135K - $170K
13.6K $1.81B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.11K
+ 8.8%
$58.01 - $64.46 $239K - $265K
50.9K $3.16B
EQNR
Equinor Asa

Energy
14.8K
New
$22.37 - $26.45 $331K - $391K
14.8K $391M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.19K
New
$308.87 - $383.33 $368K - $457K
1.19K $390M
ORCL
Oracle Corp

Technology
5.73K
+ 37.36%
$139.81 - $186.47 $802K - $1.07M
21.1K $2.95B
SPG
Simon Property Group Inc

Real Estate
2.42K
+ 96.87%
$159.48 - $187.78 $385K - $454K
4.91K $815M
CCJ
Cameco Corp

Energy
9.28K
New
$40.64 - $56.86 $377K - $527K
9.28K $382M
IRBO
Ishares Robotics & Artificial

ETFs
14.4K
+ 108.99%
N/A
27.6K $869M
FAS
Direxion Daily Financial Bull

ETFs
2.37K
New
$136.91 - $185.61 $325K - $441K
2.37K $375M
IVV
Ishares Core S&P 500 ETF

ETFs
1.22K
+ 10.5%
$554.06 - $615.85 $678K - $754K
12.9K $7.24B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.07K
+ 6.25%
$63.07 - $73.5 $131K - $152K
35.2K $2.47B
EMR
Emerson Electric CO

Industrials
3.34K
New
$108.64 - $131.17 $363K - $438K
3.34K $366M
VTV
Vanguard Value ETF

ETFs
1.42K
+ 4.16%
$167.73 - $179.21 $238K - $254K
35.4K $6.12B
PSLV
Sprott Physical Silver Trust

Financial Services
2.73K
+ 1.71%
$9.86 - $11.68 $26.9K - $31.9K
162K $1.88B
SCHW
Schwab Charles Corp

Financial Services
3.83K
+ 39.2%
$71.24 - $83.64 $273K - $321K
13.6K $1.07B
SYK
Stryker Corp

Healthcare
902
New
$355.18 - $399.9 $320K - $361K
902 $336M
Advisors Inner Circle Fd Ii
12.8K
New
N/A
12.8K $333M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
12.9K
+ 57.12%
$27.95 - $30.87 $360K - $398K
35.5K $1B
DOX
Amdocs LTD

Technology
3.56K
New
$82.21 - $92.02 $293K - $328K
3.56K $326M
SPOT
Spotify Technology S.A.

Communication Services
384
+ 36.47%
$457.79 - $648.32 $176K - $249K
1.44K $790M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.43K
New
$92.71 - $107.38 $318K - $368K
3.43K $318M
APP
App Lovin Corp

Technology
1.18K
New
$238.08 - $510.13 $280K - $600K
1.18K $312M
PLD
Prologis, Inc.

Real Estate
2.6K
+ 135.38%
$103.59 - $124.04 $270K - $323K
4.52K $506M
AMTB
Amerant Bancorp Inc.

Financial Services
14.6K
New
$20.14 - $23.95 $294K - $349K
14.6K $301M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.85K
+ 79.38%
$56.12 - $68.15 $216K - $262K
8.7K $590M
CRWD
Crowd Strike Holdings, Inc.

Technology
672
+ 11.41%
$308.86 - $455.36 $208K - $306K
6.56K $2.31B
First Tr Exchng Traded Fd Vi
8.05K
New
N/A
8.05K $296M
REG
Regency Centers Corp

Real Estate
3.96K
New
$68.83 - $77.74 $272K - $308K
3.96K $292M
CAH
Cardinal Health Inc

Healthcare
2.07K
New
$118.02 - $137.77 $244K - $285K
2.07K $285M
XLI
Industrial Sector Spdr

ETFs
2.1K
+ 44.34%
$128.78 - $141.67 $270K - $297K
6.82K $894M
VO
Vanguard Mid Cap ETF

ETFs
1.05K
New
$251.87 - $277.95 $264K - $291K
1.05K $271M
BCH
Bank Of Chile

Financial Services
10.2K
New
$22.15 - $28.49 $225K - $290K
10.2K $269M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.7K
New
$24.91 - $29.02 $267K - $311K
10.7K $268M
GLOB
Globant S.A.

Technology
2.25K
New
$117.72 - $228.73 $265K - $515K
2.25K $265M
GGAL
Grupo Financiero Galicia Sa

Financial Services
6.65K
+ 53.39%
$54.11 - $72.22 $360K - $480K
19.1K $1.04B
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 3.97%
$279.74 - $321.29 $83.9K - $96.4K
7.86K $2.45B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9.21K
New
$24.11 - $28.41 $222K - $262K
9.21K $262M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.5K
New
$20.7 - $21.15 $259K - $264K
12.5K $259M
AON
Aon PLC

Financial Services
529
+ 47.06%
$348.44 - $409.32 $184K - $217K
1.65K $660M
OKE
Oneok Inc

Energy
2.56K
New
$89.57 - $109.85 $230K - $282K
2.56K $254M
BXP
Boston Properties Inc

Real Estate
3.74K
New
$63.97 - $74.91 $239K - $280K
3.74K $251M
Activity Summary
Buys All Purchases 347 New Holdings 78 Increased Positions 269 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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