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
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.77K
+ 28.73%
$105.24 - $117.4 $186K - $207K
7.91K $841M
JCI
Johnson Controls International PLC

Industrials
1.8K
+ 31.26%
$76.12 - $90.6 $137K - $163K
7.57K $607M
NU
Nu Holdings Ltd.

Financial Services
14.9K
+ 56.03%
$10.12 - $13.95 $151K - $208K
41.5K $425M
BDX
Becton Dickinson & CO

Healthcare
608
+ 19.29%
$222.79 - $249.08 $135K - $151K
3.76K $861M
ECH
Ishares Inc Mcsi Chile ETF

ETFs
125
+ 0.42%
$24.56 - $30.94 $3.07K - $3.87K
29.5K $881M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.63K
+ 32.15%
$51.52 - $52.37 $135K - $138K
10.8K $566M
IVE
Ishares S&P 500 Value ETF

ETFs
741
+ 27.38%
$185.78 - $198.58 $138K - $147K
3.45K $657M
HYD
Vaneck High Yield Muni ETF

ETFs
2.89K
+ 14.47%
$50.79 - $52.53 $147K - $152K
22.9K $1.17B
GILD
Gilead Sciences, Inc.

Healthcare
62
+ 0.97%
$89.14 - $117.41 $5.53K - $7.28K
6.47K $725M
UNP
Union Pacific Corp

Industrials
424
+ 12.14%
$225.21 - $254.42 $95.5K - $108K
3.92K $925M
NEE
Nextera Energy Inc

Utilities
1.98K
+ 12.1%
$66.96 - $76.16 $132K - $150K
18.3K $1.3B
MCK
Mckesson Corp

Healthcare
73
+ 10.3%
$566.21 - $672.99 $41.3K - $49.1K
782 $526M
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 4.9%
$58.74 - $64.87 $60.6K - $66.9K
22.1K $1.36B
EL
Estee Lauder Companies Inc

Consumer Defensive
2.19K
+ 69.31%
$64.26 - $85.48 $140K - $187K
5.34K $352M
NOC
Northrop Grumman Corp

Industrials
100
+ 6.77%
$433.45 - $513.82 $43.3K - $51.4K
1.58K $808M
ZTS
Zoetis Inc.

Healthcare
616
+ 12.26%
$156.48 - $175.67 $96.4K - $108K
5.64K $929M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.45K
+ 35.27%
N/A
20.9K $423M
WFC
Wells Fargo & Company

Financial Services
1.18K
+ 7.64%
$66.78 - $81.42 $78.6K - $95.8K
16.6K $1.19B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.61K
+ 11.77%
$64.88 - $72.1 $169K - $188K
24.7K $1.63B
VEA
Vanguard Ftse Developed Market

ETFs
1.15K
+ 8.8%
$47.4 - $52.99 $54.5K - $60.9K
14.2K $722M
WMB
Williams Companies, Inc.

Energy
945
+ 13.03%
$54.02 - $61.09 $51K - $57.7K
8.2K $490M
APD
Air Products & Chemicals, Inc.

Basic Materials
279
+ 9.53%
$283.24 - $338.07 $79K - $94.3K
3.21K $946M
IYF
Ishares Tr

ETFs
764
+ 24.89%
$107.69 - $119.37 $82.3K - $91.2K
3.83K $433M
ELV
Elevance Health, Inc.

Healthcare
98
+ 12.84%
$365.9 - $436.25 $35.9K - $42.8K
861 $375M
AEM
Agnico Eagle Mines LTD

Basic Materials
18
+ 0.6%
$79.66 - $108.41 $1.43K - $1.95K
3.01K $327M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.98K
+ 34.76%
$22.25 - $23.0 $88.6K - $91.5K
15.4K $355M
MO
Altria Group, Inc.

Consumer Defensive
127
+ 1.17%
$50.81 - $60.02 $6.45K - $7.62K
11K $658M
Listed Fd Tr
3.2K
+ 47.3%
N/A
9.97K $457M
TGS
Gas Transporter Of The South Inc

Energy
4.07K
+ 55.23%
$23.85 - $33.25 $97.1K - $135K
11.4K $303M
ISRG
Intuitive Surgical Inc

Healthcare
317
+ 11.98%
$476.63 - $610.45 $151K - $194K
2.96K $1.47B
XLC
Select Sector Spdr Tr Communic

ETFs
877
+ 30.54%
$94.84 - $105.31 $83.2K - $92.4K
3.75K $362M
MS
Morgan Stanley

Financial Services
1.74K
+ 13.06%
$111.68 - $141.08 $195K - $246K
15.1K $1.76B
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
6.99K
+ 14.61%
$9.62 - $10.03 $67.3K - $70.1K
54.9K $543M
AIA
Ishares S&P Asia 50 ETF

ETFs
200
+ 1.46%
$65.86 - $77.42 $13.2K - $15.5K
13.9K $1B
CMCSA
Comcast Corp

Communication Services
2.5K
+ 9.64%
$33.19 - $38.23 $83.1K - $95.7K
28.5K $1.05B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.6K
+ 19.55%
N/A
22K $522M
C
Citigroup Inc

Financial Services
824
+ 3.04%
$67.23 - $84.63 $55.4K - $69.7K
27.9K $1.98B
MDT
Medtronic PLC

Healthcare
17
+ 0.24%
$79.84 - $94.5 $1.36K - $1.61K
7.2K $647M
VGSH
Vanguard

ETFs
929
+ 2.9%
$58.07 - $58.69 $53.9K - $54.5K
33K $1.94B
BMA
Macro Bank Inc.

Financial Services
1.63K
+ 64.01%
$75.51 - $115.85 $123K - $189K
4.17K $315M
Linde PLC
16
+ 1.36%
N/A
1.2K $557M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.05K
+ 13.71%
$62.72 - $71.92 $66K - $75.7K
8.73K $550M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
200
+ 0.08%
$13.34 - $13.81 $2.67K - $2.76K
249K $3.39B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
82
+ 6.86%
$208.48 - $244.03 $17.1K - $20K
1.28K $312M
PAYX
Paychex Inc

Industrials
158
+ 7.03%
$136.06 - $154.52 $21.5K - $24.4K
2.41K $371M
Te Connectivity PLC
453
+ 8.9%
N/A
5.54K $783M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.91K
+ 14.51%
$32.49 - $37.99 $94.7K - $111K
23K $770M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.92K
+ 37.87%
$12.18 - $12.91 $47.7K - $50.6K
14.3K $177M
TDG
Trans Digm Group Inc

Industrials
12
+ 4.17%
$1251.32 - $1394.11 $15K - $16.7K
300 $414M
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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