Insigneo Advisory Services, LLC Incresed Positions in Q3 2025

Insigneo Advisory Services, LLC

  • $1.42 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
35.5K
+ 61.95%
$11.92 - $16.3 $423K - $578K
92.8K $1.49B
CLSK
Cleanspark, Inc.

Technology
35.4K
+ 66.13%
$9.08 - $14.87 $321K - $526K
88.9K $1.29B
GE
General Electric CO

Industrials
1.74K
+ 69.57%
$244.75 - $305.63 $425K - $530K
4.23K $1.27B
COIN
Coinbase Global, Inc.

Technology
2.01K
+ 39.31%
$297.99 - $419.78 $598K - $842K
7.11K $2.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.19K
+ 13.46%
$85.01 - $90.35 $526K - $559K
52.1K $4.66B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.53K
+ 8.7%
$68.24 - $73.73 $309K - $334K
56.6K $4.16B
CAT
Caterpillar Inc

Industrials
487
+ 13.34%
$390.92 - $477.15 $190K - $232K
4.14K $1.97B
C
Citigroup Inc

Financial Services
873
+ 3.16%
$85.57 - $103.49 $74.7K - $90.3K
28.5K $2.9B
INTC
Intel Corp

Technology
8.53K
+ 37.85%
$19.31 - $35.5 $165K - $303K
31.1K $1.04B
SHV
Ishares Tr

ETFs
4.8K
+ 13.79%
$110.06 - $110.49 $528K - $530K
39.6K $4.37B
VST
Vistra Corp.

Utilities
2.65K
+ 133.64%
$182.0 - $217.92 $482K - $577K
4.63K $906M
XLV
Select Sector Spdr Fund Health

ETFs
3.21K
+ 18.75%
$129.01 - $139.72 $414K - $449K
20.3K $2.83B
MGK
Vanguard Mega Cap Growth ETF

ETFs
255
+ 2.21%
$362.31 - $405.74 $92.4K - $103K
11.8K $4.75B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.81K
+ 51.77%
$53.81 - $57.52 $420K - $449K
22.9K $1.32B
UNH
Unitedhealth Group Inc

Healthcare
660
+ 8.21%
$237.77 - $353.61 $157K - $233K
8.7K $3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.63K
+ 36.29%
$62.09 - $66.51 $412K - $441K
24.9K $1.62B
XOM
Exxon Mobil Corp

Energy
2.22K
+ 4.59%
$105.83 - $117.22 $235K - $260K
50.6K $5.71B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.19K
+ 65.83%
$72.57 - $74.72 $449K - $462K
15.6K $1.16B
IEFA
Ishares Tr

ETFs
4.8K
+ 39.58%
$81.7 - $87.53 $392K - $420K
16.9K $1.48B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
91
+ 1.0%
$275.84 - $326.36 $25.1K - $29.7K
9.21K $3.01B
MA
Mastercard Inc

Financial Services
640
+ 5.12%
$550.18 - $598.96 $352K - $383K
13.1K $7.47B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.28K
+ 38.33%
$82.96 - $95.7 $355K - $410K
15.4K $1.39B
VIST
Vista Energy, S.A.B. De C.V.

Energy
32.6K
+ 62.56%
$33.7 - $48.92 $1.1M - $1.59M
84.7K $2.91B
CVX
Chevron Corp

Energy
952
+ 4.22%
$145.57 - $161.83 $139K - $154K
23.5K $3.65B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.8K
+ 8.34%
$28.95 - $29.73 $311K - $320K
140K $4.16B
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
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
MDT
Medtronic PLC

Healthcare
3.06K
+ 39.29%
$87.67 - $95.74 $268K - $293K
10.8K $1.03B
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.91K
+ 19.5%
$108.46 - $120.63 $207K - $230K
11.7K $1.39B
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
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
AIA
Ishares S&P Asia 50 ETF

ETFs
589
+ 3.4%
$80.33 - $94.6 $47.3K - $55.7K
17.9K $1.69B
AXP
American Express CO

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