Insigneo Advisory Services, LLC Purchases in Q2 2025

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Advisors Inner Circle Fd Ii
1.58K
+ 12.37%
N/A
14.4K $364M
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 7.29%
$41.67 - $45.62 $89K - $97.4K
31.4K $1.36B
SHW
Sherwin Williams CO

Basic Materials
126
+ 5.99%
$313.51 - $363.51 $39.5K - $45.8K
2.23K $765M
UL
Unilever PLC

Consumer Defensive
248
+ 2.72%
$57.9 - $65.43 $14.4K - $16.2K
9.37K $573M
ABEV
Ambev S.A.

Consumer Defensive
9.96K
+ 25.91%
$2.15 - $2.55 $21.4K - $25.4K
48.4K $117M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
403
+ 9.31%
$45.11 - $52.34 $18.2K - $21.1K
4.73K $248M
DUK
Duke Energy Corp

Utilities
550
+ 5.32%
$112.46 - $124.05 $61.9K - $68.2K
10.9K $1.28B
PAM
Pampa Energy Inc.

Utilities
1.33K
+ 15.03%
$62.85 - $85.07 $83.7K - $113K
10.2K $707M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
359
+ 2.57%
$49.79 - $50.59 $17.9K - $18.2K
14.3K $725M
EQNR
Equinor Asa

Energy
1.63K
+ 11.01%
$22.04 - $28.08 $35.9K - $45.8K
16.4K $413M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
38
+ 0.51%
$33.19 - $40.78 $1.26K - $1.55K
7.42K $295M
ET
Energy Transfer LP

Energy
1.24K
+ 10.87%
$15.65 - $18.93 $19.4K - $23.5K
12.7K $230M
BHP
Bhp Group LTD

Basic Materials
396
+ 8.42%
$40.22 - $50.88 $15.9K - $20.1K
5.1K $245M
Mks Inc.
17K
New
N/A
17K $16.8M
Northern Oil & Gas Inc
16K
New
N/A
16K $16.7M
Shift4 Pmts Inc
15K
+ 150.0%
N/A
25K $26.8M
MET
Metlife Inc

Financial Services
195
+ 5.09%
$68.42 - $82.49 $13.3K - $16.1K
4.03K $324M
Workiva Inc
15K
New
N/A
15K $16.1M
FAST
Fastenal CO

Industrials
2.91K
+ 97.03%
$40.65 - $83.16 $118K - $242K
5.91K $248M
STZ
Constellation Brands, Inc.

Consumer Defensive
234
+ 21.1%
$160.0 - $195.62 $37.4K - $45.8K
1.34K $219M
PICK
Ishares Inc Msci Global Select

ETFs
40
+ 0.59%
$30.23 - $38.24 $1.21K - $1.53K
6.84K $257M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.44%
$919.93 - $1101.66 $920 - $1.1K
229 $238M
Snap Inc
15K
New
N/A
15K $12.7M
Meritage Homes Corp
13K
New
N/A
13K $12.6M
Ionis Pharmaceuticals Inc
11K
+ 110.0%
N/A
21K $22M
HLN
Haleon PLC

Healthcare
933
+ 2.93%
$9.27 - $11.41 $8.65K - $10.6K
32.7K $340M
Q2 Hldgs Inc
10K
New
N/A
10K $11.9M
BIDU
Baidu, Inc.

Communication Services
790
+ 8.81%
$76.86 - $92.5 $60.7K - $73.1K
9.76K $837M
Five9 Inc
12K
+ 100.0%
N/A
24K $20.9M
Parsons Corp Del
10K
New
N/A
10K $10.6M
Tandem Diabetes Care Inc
11K
New
N/A
11K $10.6M
Gryphon Digital Mng Inc
11.9K
New
N/A
11.9K $10.4M
Cable One Inc
11K
New
N/A
11K $10.4M
Peabody Engr Corp
10K
New
N/A
10K $10.3M
Repligen Corp
10K
New
N/A
10K $9.91M
Alarm Com Hldgs Inc
10K
New
N/A
10K $9.68M
Penn Entertainment Inc
9K
+ 64.29%
N/A
23K $23.9M
HUBS
Hubspot Inc

Technology
28
+ 6.33%
$487.07 - $672.24 $13.6K - $18.8K
470 $262M
Firstenergy Corp
9K
+ 75.0%
N/A
21K $21.1M
On Semiconductor Corp
4K
+ 40.0%
N/A
14K $16.6M
Vishay Intertechnology Inc
6K
+ 35.29%
N/A
23K $20.6M
Enovis Corporation
6K
+ 60.0%
N/A
16K $15.8M
Pagerduty Inc
6K
+ 60.0%
N/A
16K $15.2M
Canopy Growth Corp
218
+ 1.38%
N/A
16K $19.7M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
3K
+ 6.15%
$9.75 - $10.96 $29.3K - $32.9K
51.8K $537M
VGSH
Vanguard

ETFs
19
+ 0.06%
$58.32 - $58.95 $1.11K - $1.12K
33K $1.94B
Wayfair Inc
1K
+ 5.56%
N/A
19K $21.7M
Airbnb Inc
4K
+ 23.53%
N/A
21K $20.2M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
841
+ 5.9%
$11.35 - $12.45 $9.55K - $10.5K
15.1K $180M
Activity Summary
Buys All Purchases 396 New Holdings 86 Increased Positions 310 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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