Insigneo Advisory Services, LLC Purchases in Q3 2025

Insigneo Advisory Services, LLC

  • $1.42 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JOBY
Joby Aviation, Inc.

Industrials
23.3K
New
$9.81 - $20.39 $229K - $476K
23.3K $376M
Arista Networks Inc
748
+ 12.22%
N/A
6.87K $1B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
20.8K
+ 80.09%
$38.58 - $58.24 $801K - $1.21M
46.7K $1.83B
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.76K
+ 177.74%
$40.94 - $42.85 $359K - $375K
13.7K $577M
OSCR
Oscar Health, Inc.

Healthcare
19.4K
New
$13.42 - $20.45 $260K - $397K
19.4K $367M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.42K
+ 17.87%
$192.76 - $203.86 $274K - $290K
9.39K $1.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.27K
+ 31.66%
$49.43 - $54.52 $260K - $287K
21.9K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 1.1%
$357.4 - $423.42 $33.2K - $39.4K
8.53K $3.45B
Annaly Capital Management In
12.9K
+ 17.88%
N/A
85.1K $1.72B
Circle Internet Group Inc
2.71K
New
N/A
2.71K $359M
RAVI
Flexshares Tr Ready Access Var

ETFs
4.66K
New
$75.24 - $75.63 $351K - $353K
4.66K $353M
INSM
Insmed Inc

Healthcare
2.4K
New
$96.14 - $147.2 $230K - $353K
2.4K $345M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.02K
New
$116.14 - $168.56 $235K - $341K
2.02K $341M
PAM
Pampa Energy Inc.

Utilities
7.22K
+ 70.83%
$56.55 - $82.66 $408K - $596K
17.4K $1.05B
VTV
Vanguard Value ETF

ETFs
114
+ 0.35%
$175.51 - $186.57 $20K - $21.3K
32.5K $6.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.96K
+ 22.11%
$108.97 - $121.65 $214K - $239K
10.8K $1.31B
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
+ 12.7%
$195.41 - $212.37 $202K - $219K
9.16K $1.91B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.05K
New
$28.71 - $37.46 $260K - $339K
9.05K $320M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.91K
+ 19.5%
$108.46 - $120.63 $207K - $230K
11.7K $1.39B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
6.33K
New
$47.96 - $50.54 $303K - $320K
6.33K $320M
Tidal Trust Ii
22.8K
New
N/A
22.8K $318M
BA
Boeing CO

Industrials
1.09K
+ 8.61%
$209.79 - $237.38 $228K - $259K
13.7K $2.97B
WMT
Walmart Inc.

Consumer Defensive
216
+ 0.39%
$94.4 - $104.27 $20.4K - $22.5K
55.3K $5.7B
PLD
Prologis, Inc.

Real Estate
2.31K
+ 48.8%
$104.08 - $115.35 $241K - $267K
7.05K $807M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.91K
New
$49.0 - $51.91 $290K - $307K
5.91K $307M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.25K
+ 99.6%
$86.2 - $111.56 $194K - $251K
4.52K $504M
BCH
Bank Of Chile

Financial Services
10K
+ 98.74%
$27.32 - $30.97 $273K - $310K
20.1K $610M
UAL
United Airlines Holdings, Inc.

Industrials
3.06K
New
$80.05 - $109.36 $245K - $335K
3.06K $296M
LEU
Centrus Energy Corp

Energy
942
New
$166.58 - $315.62 $157K - $297K
942 $292M
AIA
Ishares S&P Asia 50 ETF

ETFs
589
+ 3.4%
$80.33 - $94.6 $47.3K - $55.7K
17.9K $1.69B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.59K
New
$40.2 - $44.58 $265K - $294K
6.59K $289M
AXP
American Express CO

Financial Services
496
+ 5.27%
$294.27 - $342.31 $146K - $170K
9.91K $3.29B
SMR
Nuscale Power Corp

Industrials
7.95K
New
$32.65 - $51.67 $260K - $411K
7.95K $286M
SPYI
Shp ETF Tr Neos S&P 500 High I
5.45K
New
N/A
5.45K $285M
VT
Vanguard Total World Stk Index

ETFs
433
+ 1.78%
$128.41 - $138.03 $55.6K - $59.8K
24.7K $3.4B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.2K
+ 10.92%
$107.66 - $112.36 $237K - $247K
22.3K $2.49B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.7K
New
$23.54 - $23.97 $276K - $281K
11.7K $280M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.04K
+ 23.35%
$48.5 - $50.19 $245K - $253K
26.6K $1.33B
WFC
Wells Fargo & Company

Financial Services
2.44K
+ 12.88%
$77.05 - $85.16 $188K - $208K
21.4K $1.79B
XLF
Financial Sector Spdr

ETFs
3.26K
+ 5.04%
$51.37 - $54.25 $167K - $177K
67.8K $3.65B
APH
Amphenol Corp

Technology
2.2K
New
$97.39 - $125.4 $214K - $276K
2.2K $272M
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.72K
New
$42.74 - $62.88 $202K - $297K
4.72K $271M
IXUS
Ishares Tr

ETFs
3.27K
New
$76.35 - $82.58 $250K - $270K
3.27K $270M
LMT
Lockheed Martin Corp

Industrials
356
+ 14.18%
$410.74 - $499.21 $146K - $178K
2.87K $1.43B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.45K
+ 103.95%
$196.15 - $217.83 $284K - $315K
2.84K $572M
SOFI
So Fi Technologies, Inc.

Financial Services
10.1K
New
$17.64 - $29.81 $179K - $302K
10.1K $268M
SVAL
Ishares Tr Us Small Cap Value

ETFs
7.93K
New
$30.46 - $34.49 $241K - $273K
7.93K $266M
IWN
Ishares Russell2000 Val ETF

ETFs
1.49K
New
$157.1 - $178.94 $234K - $266K
1.49K $263M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.63K
New
$41.53 - $66.18 $192K - $306K
4.63K $263M
Activity Summary
Buys All Purchases 437 New Holdings 115 Increased Positions 322 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 3 Puts 0
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