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
IEF
Ishares Barclays

ETFs
414
+ 13.17%
$91.17 - $95.39 $37.7K - $39.5K
3.56K $339M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.6K
+ 24.53%
$62.43 - $84.12 $99.6K - $134K
8.1K $528M
LYG
Lloyds Banking Group PLC

Financial Services
4.85K
+ 19.53%
$2.58 - $3.9 $12.5K - $18.9K
29.7K $113M
IWR
Ishares Russell Mid Cap ETF

ETFs
830
+ 9.0%
$82.81 - $92.93 $68.7K - $77.1K
10K $855M
SO
Southern CO

Utilities
102
+ 3.24%
$80.96 - $92.96 $8.26K - $9.48K
3.25K $299M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 4.77%
$49.25 - $50.66 $50K - $51.4K
22.3K $1.11B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
90
+ 0.86%
$51.39 - $57.43 $4.63K - $5.17K
10.6K $585M
WSO
Watsco Inc

Industrials
37
+ 6.81%
$463.86 - $530.75 $17.2K - $19.6K
580 $295M
NXPI
Nxp Semiconductors N.V.

Technology
395
+ 18.68%
$189.99 - $245.86 $75K - $97.1K
2.51K $477M
TJX
Tjx Companies Inc

Consumer Cyclical
204
+ 1.83%
$112.81 - $126.16 $23K - $25.7K
11.3K $1.38B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.62K
+ 14.77%
$51.45 - $58.51 $83.5K - $94.9K
12.6K $653M
ABEV
Ambev S.A.

Consumer Defensive
6.95K
+ 22.05%
$1.77 - $2.37 $12.3K - $16.5K
38.5K $89.6M
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 0.28%
$85.55 - $94.34 $4.28K - $4.72K
18.1K $1.64B
IEFA
Ishares Tr

ETFs
15
+ 0.27%
$69.57 - $78.65 $1.04K - $1.18K
5.49K $415M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
420
+ 6.48%
$41.61 - $44.72 $17.5K - $18.8K
6.9K $299M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
93
+ 2.22%
$87.68 - $94.52 $8.15K - $8.79K
4.28K $401M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.82K
+ 17.17%
$21.75 - $24.28 $39.5K - $44.1K
12.4K $274M
TDY
Teledyne Technologies Inc

Technology
5
+ 0.65%
$455.51 - $518.84 $2.28K - $2.59K
774 $385M
SNOW
Snowflake Inc.

Technology
385
+ 10.8%
$146.16 - $192.78 $56.3K - $74.2K
3.95K $578M
RACE
Ferrari N.V.

Consumer Cyclical
58
+ 6.57%
$413.73 - $508.15 $24K - $29.5K
941 $401M
D
Dominion Energy, Inc

Utilities
116
+ 1.33%
$52.85 - $57.43 $6.13K - $6.66K
8.84K $496M
Lam Research Corp
315
+ 5.34%
N/A
6.21K $452M
HLN
Haleon PLC

Healthcare
193
+ 0.61%
$9.02 - $10.67 $1.74K - $2.06K
31.8K $327M
FAST
Fastenal CO

Industrials
122
+ 4.24%
$71.11 - $79.98 $8.68K - $9.76K
3K $233M
NSC
Norfolk Southern Corp

Industrials
86
+ 4.07%
$227.69 - $259.76 $19.6K - $22.3K
2.2K $521M
MFC
Manulife Financial Corp

Financial Services
644
+ 6.46%
$28.41 - $31.82 $18.3K - $20.5K
10.6K $331M
ACM
Aecom

Industrials
731
+ 22.38%
$92.54 - $111.05 $67.6K - $81.2K
4K $371M
MSCI
Msci Inc.

Financial Services
74
+ 12.42%
$541.46 - $628.34 $40.1K - $46.5K
670 $379M
HUBS
Hubspot Inc

Technology
109
+ 32.73%
$571.29 - $819.71 $62.3K - $89.3K
442 $252M
AGNC
Agnc Investment Corp.

Real Estate
1.53K
+ 12.5%
$9.12 - $10.54 $13.9K - $16.1K
13.8K $132M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
118
+ 5.97%
$114.57 - $118.14 $13.5K - $13.9K
2.09K $247M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
663
+ 8.07%
$28.04 - $28.63 $18.6K - $19K
8.88K $250M
SPYG
Spdr Portfolio

ETFs
736
+ 12.68%
$80.05 - $92.39 $58.9K - $68K
6.54K $526M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
111
+ 2.81%
$106.46 - $114.75 $11.8K - $12.7K
4.07K $448M
ADI
Analog Devices Inc

Technology
155
+ 8.36%
$201.56 - $243.82 $31.2K - $37.8K
2.01K $405M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.49%
$128.74 - $138.67 $1.54K - $1.66K
2.48K $337M
Ncl Corp LTD
12K
+ 63.16%
N/A
31K $30.1M
FIS
Fidelity National Information Services, Inc.

Technology
656
+ 10.12%
$68.12 - $83.42 $44.7K - $54.7K
7.14K $533M
MUB
Ishares National Muni Bond ETF

ETFs
110
+ 4.68%
$104.71 - $107.69 $11.5K - $11.8K
2.46K $259M
DD
Du Pont De Nemours, Inc.

Basic Materials
227
+ 4.24%
$72.7 - $84.32 $16.5K - $19.1K
5.58K $416M
VT
Vanguard Total World Stk Index

ETFs
386
+ 1.63%
$115.08 - $123.97 $44.4K - $47.9K
24.1K $2.79B
HSY
Hershey CO

Consumer Defensive
30
+ 1.75%
$144.74 - $186.36 $4.34K - $5.59K
1.75K $299M
Itron Inc
7K
+ 30.43%
N/A
30K $30.8M
Blackrock Inc
63
+ 9.4%
N/A
733 $694M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
390
+ 3.89%
$14.22 - $14.83 $5.55K - $5.78K
10.4K $151M
OXY
Occidental Petroleum Corp

Energy
129
+ 1.65%
$45.45 - $52.7 $5.86K - $6.8K
7.95K $393M
DOV
Dover Corp

Industrials
174
+ 8.17%
$174.65 - $206.43 $30.4K - $35.9K
2.3K $405M
Lumentum Hldgs Inc
6K
+ 60.0%
N/A
16K $14.7M
MET
Metlife Inc

Financial Services
131
+ 3.54%
$77.7 - $87.0 $10.2K - $11.4K
3.83K $308M
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
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email