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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.43K
+ 2.55%
$26.38 - $27.95 $117K - $124K
178K $4.86B
IREN
Iris Energy LTD

Financial Services
5.48K
New
$15.1 - $47.14 $82.8K - $259K
5.48K $257M
DELL
Dell Technologies Inc.

Technology
1.34K
+ 38.49%
$120.96 - $141.77 $162K - $189K
4.81K $681M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
796
New
$284.45 - $324.95 $226K - $259K
796 $255M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.6K
New
$86.92 - $99.32 $226K - $258K
2.6K $254M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.65K
+ 7.14%
$30.67 - $32.13 $173K - $182K
84.8K $2.68B
IAUM
I Shares Gold Trust Micro

ETFs
3.44K
+ 15.97%
$32.6 - $38.5 $112K - $133K
25K $963M
CVNA
Carvana Co.

Consumer Cyclical
664
New
$326.09 - $392.66 $217K - $261K
664 $250M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.97K
New
$81.75 - $84.54 $243K - $251K
2.97K $250M
ITA
Ishares Tr

ETFs
400
+ 4.98%
$184.73 - $209.26 $73.9K - $83.7K
8.43K $1.76B
XEL
Xcel Energy Inc

Utilities
3.06K
New
$67.56 - $80.65 $207K - $247K
3.06K $247M
IEF
Ishares Barclays

ETFs
2.51K
+ 46.88%
$93.91 - $97.26 $236K - $244K
7.86K $758M
IEMG
Ishares Inc

ETFs
3K
+ 37.0%
N/A
11.1K $733M
HAS
Hasbro, Inc.

Consumer Cyclical
3.24K
New
$73.92 - $81.85 $239K - $265K
3.24K $245M
RGTI
Rigetti Computing, Inc.

Technology
8.22K
New
$11.33 - $32.1 $93.1K - $264K
8.22K $245M
Neos ETF Trust
4.38K
New
N/A
4.38K $237M
SIVR
Abrdn Silver ETF Trust

ETFs
3.77K
+ 56.11%
$34.34 - $44.62 $129K - $168K
10.5K $466M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.73K
New
$105.16 - $140.03 $182K - $242K
1.73K $235M
Reddit Inc
1.01K
New
N/A
1.01K $232M
SAN
Banco Santander, S.A.

Financial Services
18K
+ 89.5%
$8.27 - $10.48 $149K - $188K
38K $399M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
11.8K
New
$19.15 - $20.2 $225K - $238K
11.8K $227M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.8K
New
$45.72 - $47.27 $220K - $227K
4.8K $225M
PPG
Ppg Industries Inc

Basic Materials
2.14K
New
$103.65 - $119.07 $222K - $255K
2.14K $225M
AVB
Avalonbay Communities Inc

Real Estate
1.16K
New
$182.72 - $204.51 $213K - $238K
1.16K $225M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.66K
+ 9.9%
$78.96 - $80.04 $210K - $213K
29.5K $2.36B
NTRA
Natera, Inc.

Healthcare
1.38K
New
$133.66 - $181.11 $184K - $250K
1.38K $222M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
743
+ 38.82%
$225.11 - $247.9 $167K - $184K
2.66K $657M
Celestica Inc
900
New
N/A
900 $222M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.21K
New
$56.32 - $68.81 $181K - $221K
3.21K $221M
PEP
Pepsico Inc

Consumer Defensive
1.2K
+ 19.6%
$133.81 - $152.16 $160K - $182K
7.32K $1.03B
XLU
Utilities Sector Spdr

ETFs
2.5K
New
$81.14 - $87.32 $203K - $218K
2.5K $218M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
979
New
$195.29 - $223.85 $191K - $219K
979 $218M
ALB
Albemarle Corp

Basic Materials
2.67K
New
$62.9 - $88.1 $168K - $235K
2.67K $217M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
19.4K
+ 33.02%
$10.01 - $10.55 $194K - $205K
78.2K $807M
HYG
Ishares Tr

ETFs
2.59K
+ 25.36%
$79.85 - $81.32 $207K - $211K
12.8K $1.04B
STX
Seagate Technology Holdings PLC

Technology
915
New
$142.01 - $236.06 $130K - $216K
915 $216M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
556
+ 17.32%
$301.44 - $365.84 $168K - $203K
3.77K $1.22B
DOCU
Docusign, Inc.

Technology
2.96K
New
$67.14 - $85.01 $199K - $252K
2.96K $213M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
102
+ 0.8%
$68.94 - $86.3 $7.03K - $8.8K
12.8K $1.11B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.41K
New
$80.54 - $89.67 $194K - $216K
2.41K $212M
ROKU
Roku, Inc

Communication Services
2.11K
New
$79.98 - $101.78 $169K - $215K
2.11K $211M
VUSB
Vanguard Bd Index Fds
4.17K
New
N/A
4.17K $208M
DGX
Quest Diagnostics Inc

Healthcare
1.09K
New
N/A
1.09K $208M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.07K
New
N/A
2.07K $205M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
449
New
$311.12 - $482.13 $140K - $216K
449 $205M
First Tr Exchng Traded Fd Vi
7.94K
New
N/A
7.94K $204M
KHC
Kraft Heinz CO

Consumer Defensive
7.74K
New
$25.63 - $28.94 $198K - $224K
7.74K $202M
BOTZ
Global X Fds

ETFs
5.67K
New
$32.14 - $35.96 $182K - $204K
5.67K $201M
Blackrock Inc
88
+ 10.48%
N/A
928 $1.08B
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
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email