Insigneo Advisory Services, LLC Incresed Positions in Q1 2025

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
EWZ
Ishares Inc Msci Brazil ETF

ETFs
14.1K
+ 117.43%
$22.45 - $26.94 $316K - $379K
26K $673M
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
IRBO
Ishares Robotics & Artificial

ETFs
14.4K
+ 108.99%
N/A
27.6K $869M
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
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
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
12.9K
+ 57.12%
$27.95 - $30.87 $360K - $398K
35.5K $1B
SPOT
Spotify Technology S.A.

Communication Services
384
+ 36.47%
$457.79 - $648.32 $176K - $249K
1.44K $790M
PLD
Prologis, Inc.

Real Estate
2.6K
+ 135.38%
$103.59 - $124.04 $270K - $323K
4.52K $506M
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
XLI
Industrial Sector Spdr

ETFs
2.1K
+ 44.34%
$128.78 - $141.67 $270K - $297K
6.82K $894M
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
AON
Aon PLC

Financial Services
529
+ 47.06%
$348.44 - $409.32 $184K - $217K
1.65K $660M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.23K
+ 52.79%
$100.59 - $103.47 $224K - $231K
6.45K $668M
XLF
Financial Sector Spdr

ETFs
2.33K
+ 3.06%
$47.32 - $52.19 $110K - $122K
78.6K $3.92B
Ge Vernova Inc
807
+ 98.53%
N/A
1.63K $496M
ICE
Intercontinental Exchange, Inc.

Financial Services
404
+ 6.12%
$142.8 - $176.36 $57.7K - $71.2K
7.01K $1.21B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.24K
+ 2.4%
$21.48 - $22.98 $69.6K - $74.5K
138K $3.11B
FISV
Fiserv Inc

Technology
772
+ 22.6%
N/A
4.19K $925M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 6.13%
$1187.71 - $1432.58 $47.5K - $57.3K
692 $991M
SPGI
S&P Global Inc.

Financial Services
411
+ 65.13%
$478.26 - $543.77 $197K - $223K
1.04K $530M
GS
Goldman Sachs Group Inc

Financial Services
560
+ 16.06%
$524.81 - $672.19 $294K - $376K
4.05K $2.21B
MMM
3 M CO

Industrials
924
+ 21.12%
$129.7 - $155.12 $120K - $143K
5.3K $778M
STWD
Starwood Property Trust, Inc.

Real Estate
10.2K
+ 96.58%
$18.41 - $20.53 $187K - $208K
20.7K $409M
VBR
Vanguard Small Cap Value ETF

ETFs
1.55K
+ 22.97%
$183.02 - $207.75 $283K - $321K
8.28K $1.54B
O
Realty Income Corp

Real Estate
3.16K
+ 75.34%
$51.67 - $58.49 $163K - $185K
7.35K $426M
EQIX
Equinix Inc

Real Estate
281
+ 126.58%
$803.0 - $959.97 $226K - $270K
503 $410M
INTC
Intel Corp

Technology
5.96K
+ 34.85%
$19.1 - $27.39 $114K - $163K
23.1K $524M
CDW
Cdw Corp

Technology
1.32K
+ 60.06%
$160.26 - $206.13 $211K - $271K
3.51K $562M
Fidelity Wise Origin Bitcoin
2.94K
+ 86.76%
N/A
6.34K $456M
DE
Deere & CO

Industrials
179
+ 8.84%
$408.57 - $509.27 $73.1K - $91.2K
2.21K $1.03B
PGR
Progressive Corp

Financial Services
195
+ 6.99%
$235.61 - $291.22 $45.9K - $56.8K
2.99K $845M
GE
General Electric CO

Industrials
407
+ 14.49%
$168.59 - $212.13 $68.6K - $86.3K
3.22K $644M
TIP
Ishares Tr Tips Bd ETF

ETFs
487
+ 1.88%
$106.22 - $111.09 $51.7K - $54.1K
26.5K $2.94B
SPYI
Shp ETF Tr Neos S&P 500 High I
5.41K
+ 18.2%
N/A
35.1K $1.68B
VICI
Vici Properties Inc.

Real Estate
3.93K
+ 31.62%
$28.21 - $32.68 $111K - $128K
16.4K $534M
GLW
Corning Inc

Technology
4K
+ 51.56%
$44.91 - $54.25 $179K - $217K
11.7K $538M
ACWI
Ishares Msci Acwi ETF

ETFs
1.59K
+ 11.29%
$115.16 - $124.13 $183K - $197K
15.6K $1.82B
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
20K
+ 86.96%
$8.34 - $8.69 $167K - $174K
43K $359M
TMUS
T Mobile Us, Inc.

Communication Services
344
+ 21.95%
$211.3 - $272.83 $72.7K - $93.9K
1.91K $510M
IAUM
I Shares Gold Trust Micro

ETFs
798
+ 2.93%
$26.29 - $31.17 $21K - $24.9K
28K $873M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
9.83K
+ 42.15%
$15.0 - $15.91 $148K - $156K
33.2K $516M
CRM
Salesforce, Inc.

Technology
2.85K
+ 30.73%
$268.36 - $359.95 $765K - $1.03M
12.1K $3.26B
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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