Insigneo Advisory Services, LLC Incresed Positions in Q3 2024

Insigneo Advisory Services, LLC

  • $992 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.78K
+ 8.08%
$517.38 - $573.86 $2.47M - $2.74M
63.9K $36.7B
SLV
I Shares Silver Trust

ETFs
88.6K
+ 34.27%
$24.33 - $29.38 $2.16M - $2.6M
347K $9.87B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.77K
+ 3.32%
$405.19 - $478.57 $718K - $849K
55.2K $25.4B
GLD
Spdr Gold Trust

ETFs
8.35K
+ 14.66%
$215.56 - $246.98 $1.8M - $2.06M
65.3K $15.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.42K
+ 9.04%
$434.77 - $502.96 $1.05M - $1.22M
29.1K $14.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
27.1K
+ 156.84%
$50.52 - $50.95 $1.37M - $1.38M
44.4K $2.26B
VGT
Vanguard Information Technolog

ETFs
1.92K
+ 55.01%
$514.43 - $606.85 $988K - $1.17M
5.41K $3.17B
XLK
Technology Sector Spdr

ETFs
3.92K
+ 23.34%
$197.34 - $237.68 $774K - $932K
20.7K $4.68B
IVV
Ishares Core S&P 500 ETF

ETFs
1.77K
+ 31.77%
$520.18 - $576.82 $922K - $1.02M
7.35K $4.24B
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.51K
+ 47.38%
$285.48 - $330.24 $716K - $828K
7.8K $2.51B
AVGO
Broadcom Inc.

Technology
1.97K
+ 9.99%
$136.27 - $1745.86 $269K - $3.44M
21.7K $3.75B
WMT
Walmart Inc.

Consumer Defensive
4.06K
+ 8.73%
$66.91 - $81.4 $272K - $331K
50.6K $4.09B
ORCL
Oracle Corp

Technology
2.35K
+ 19.06%
$125.9 - $170.35 $295K - $400K
14.7K $2.5B
BX
Blackstone Inc.

Financial Services
544
+ 1.59%
$120.77 - $159.66 $65.7K - $86.9K
34.7K $5.32B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.55K
+ 34.04%
$147.95 - $191.05 $526K - $679K
14K $2.43B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.19K
+ 22.71%
$211.47 - $281.27 $463K - $616K
11.8K $2.91B
GOOGL
Alphabet Inc.

Communication Services
1.05K
+ 1.1%
$148.65 - $191.18 $155K - $200K
96.3K $16B
VUG
Vanguard Growth ETF

ETFs
1.29K
+ 25.35%
$341.08 - $391.94 $440K - $506K
6.38K $2.45B
V
Visa Inc.

Financial Services
861
+ 3.55%
$253.74 - $291.56 $218K - $251K
25.1K $6.91B
ASML
Asml Holding Nv

Technology
666
+ 29.18%
$749.82 - $1098.95 $499K - $732K
2.95K $2.46B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
13.1K
+ 96.66%
$33.89 - $41.64 $445K - $547K
26.7K $1.06B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.04K
+ 7.01%
$96.25 - $101.98 $485K - $514K
76.9K $7.79B
DIS
Walt Disney CO

Communication Services
2.15K
+ 5.1%
$85.6 - $98.61 $184K - $212K
44.3K $4.26B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.85K
+ 14.43%
$58.03 - $65.37 $282K - $317K
38.5K $2.49B
KO
Coca Cola CO

Consumer Defensive
5.22K
+ 12.2%
$62.69 - $73.01 $327K - $381K
48.1K $3.45B
VTV
Vanguard Value ETF

ETFs
364
+ 1.17%
$159.75 - $174.57 $58.1K - $63.5K
31.5K $5.5B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.5K
+ 16.27%
$28.11 - $29.42 $408K - $427K
104K $3.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.65K
+ 10.0%
$77.02 - $85.06 $281K - $311K
40.2K $3.4B
LQD
Ishares Iboxx $ Investment Gra

ETFs
4K
+ 19.21%
$106.11 - $113.72 $425K - $455K
24.8K $2.81B
IBM
International Business Machines Corp

Technology
640
+ 6.81%
$175.1 - $223.38 $112K - $143K
10K $2.22B
RIO
Rio Tinto PLC

Basic Materials
5.9K
+ 103.69%
$59.71 - $71.21 $352K - $420K
11.6K $824M
IWM
Ishares Russell 2000 ETF

ETFs
716
+ 4.36%
$200.87 - $224.6 $144K - $161K
17.1K $3.79B
GUNR
Flexshares Tr Morningstar Glob

ETFs
9.58K
+ 46.85%
$38.51 - $41.48 $369K - $397K
30K $1.24B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.93K
+ 7.39%
$41.22 - $51.19 $121K - $150K
42.5K $2.07B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.92K
+ 19.03%
$41.95 - $43.42 $332K - $344K
49.5K $2.15B
UBER
Uber Technologies, Inc

Technology
835
+ 4.1%
$58.48 - $77.47 $48.8K - $64.7K
21.2K $1.59B
SHEL
Shell PLC

Energy
7.24K
+ 31.05%
$65.65 - $73.28 $475K - $530K
30.5K $2.01B
Ishares Bitcoin Tr
1.53K
+ 2.68%
N/A
58.6K $2.12B
XLF
Financial Sector Spdr

ETFs
2.66K
+ 4.79%
$40.84 - $45.74 $109K - $122K
58.3K $2.64B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.44K
+ 28.43%
$105.53 - $118.34 $257K - $289K
11K $1.29B
CSCO
Cisco Systems, Inc.

Technology
3.55K
+ 18.55%
$44.74 - $53.22 $159K - $189K
22.7K $1.21B
HYD
Vaneck High Yield Muni ETF

ETFs
6.42K
+ 51.97%
$51.46 - $53.07 $330K - $341K
18.8K $996M
RDVY
First Trust Rising Dividend Ac

ETFs
3.81K
+ 19.88%
$53.68 - $59.24 $205K - $226K
23K $1.36B
XLV
Select Sector Spdr Fund Health

ETFs
1.54K
+ 11.93%
$143.3 - $157.24 $221K - $242K
14.4K $2.22B
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 0.83%
$217.89 - $392.15 $9.81K - $17.6K
5.44K $1.52B
JNJ
Johnson & Johnson

Healthcare
1.88K
+ 8.88%
$145.48 - $167.38 $274K - $315K
23.1K $3.74B
KKR
Kkr & Co. Inc.

Financial Services
1.69K
+ 42.81%
$104.51 - $133.23 $177K - $226K
5.65K $738M
SBUX
Starbucks Corp

Consumer Cyclical
1.75K
+ 28.46%
$72.51 - $98.6 $127K - $173K
7.9K $770M
VT
Vanguard Total World Stk Index

ETFs
250
+ 1.07%
$107.72 - $119.96 $26.9K - $30K
23.7K $2.84B
Activity Summary
Buys All Purchases 297 New Holdings 76 Increased Positions 221 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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