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
Capital Group Dividend Growe
250
+ 1.57%
N/A
16.2K $561M
IYH
Ishares Tr

ETFs
252
+ 5.66%
$54.36 - $58.96 $13.7K - $14.9K
4.7K $276M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1K
+ 11.18%
$22.64 - $23.22 $22.6K - $23.2K
9.94K $230M
BCAT
Black Rock Capital Allocation Trust

ETFs
2K
+ 13.01%
$14.56 - $15.29 $29.1K - $30.6K
17.4K $257M
ADI
Analog Devices Inc

Technology
30
+ 1.53%
$220.68 - $255.63 $6.62K - $7.67K
1.99K $488M
Linde PLC
30
+ 2.53%
N/A
1.22K $578M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
325
+ 2.79%
$52.39 - $53.11 $17K - $17.3K
12K $635M
WPC
W. P. Carey Inc.

Real Estate
2
+ 0.05%
$61.29 - $68.7 $123 - $137
3.8K $256M
STWD
Starwood Property Trust, Inc.

Real Estate
1.5K
+ 10.1%
$19.37 - $20.97 $29.1K - $31.5K
16.4K $317M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
140
+ 1.76%
N/A
8.1K $333M
EPD
Enterprise Products Partners L.P.

Energy
412
+ 3.37%
$30.74 - $32.14 $12.7K - $13.2K
12.6K $395M
Coinbase Global Inc
14K
+ 140.0%
N/A
24K $26.6M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
46
+ 0.72%
$60.96 - $64.31 $2.8K - $2.96K
6.46K $410M
EEMV
Ishares Msci Emerging Markets

ETFs
156
+ 3.43%
$61.94 - $64.63 $9.66K - $10.1K
4.71K $300M
RACE
Ferrari N.V.

Consumer Cyclical
43
+ 3.27%
$436.24 - $517.65 $18.8K - $22.3K
1.36K $656M
Snap Inc
16K
+ 106.67%
N/A
31K $26.5M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
13
+ 0.69%
$121.81 - $137.24 $1.58K - $1.78K
1.9K $251M
SAP
Sap Se

Technology
413
+ 15.65%
$252.42 - $311.93 $104K - $129K
3.05K $816M
SNOW
Snowflake Inc.

Technology
25
+ 0.62%
$191.73 - $241.0 $4.79K - $6.03K
4.03K $909M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16
+ 0.65%
$136.48 - $142.97 $2.18K - $2.29K
2.46K $345M
BIGZ
Black Rock Innovation & Growth Trust
3.25K
+ 21.5%
N/A
18.3K $123M
DSL
Double Line Income Solutions Fund

Financial Services
817
+ 4.68%
$11.99 - $12.67 $9.8K - $10.4K
18.3K $224M
MET
Metlife Inc

Financial Services
32
+ 0.79%
$73.82 - $82.37 $2.36K - $2.64K
4.06K $334M
Q2 Hldgs Inc
10K
+ 100.0%
N/A
20K $20.4M
Satellogic Inc
4.5K
+ 23.59%
N/A
23.6K $77.3M
TGT
Target Corp

Consumer Defensive
1.06K
+ 10.9%
$86.56 - $107.43 $91.9K - $114K
10.8K $969M
DHR
Danaher Corp

Healthcare
28
+ 1.05%
$181.46 - $212.2 $5.08K - $5.94K
2.7K $536M
COTY
Coty Inc.

Consumer Defensive
5.14K
+ 23.34%
$3.69 - $5.15 $19K - $26.5K
27.2K $110M
EQR
Equity Residential

Real Estate
237
+ 7.55%
$62.3 - $68.34 $14.8K - $16.2K
3.38K $219M
Workiva Inc
5K
+ 29.41%
N/A
22K $21.7M
Five9 Inc
6K
+ 25.0%
N/A
30K $26.5M
On Semiconductor Corp
6K
+ 26.09%
N/A
29K $26.8M
Akamai Technologies Inc
6K
+ 31.58%
N/A
25K $23.5M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
139
+ 0.95%
$13.74 - $14.62 $1.91K - $2.03K
14.7K $212M
Shift4 Pmts Inc
6K
+ 24.0%
N/A
31K $30.5M
BBDC
Barings Bdc, Inc.

Financial Services
829
+ 6.57%
$8.76 - $9.9 $7.26K - $8.21K
13.5K $118M
TTE
Total Energies Se

Energy
199
+ 3.44%
N/A
5.98K $357M
Super Micro Computer Inc
1K
+ 5.0%
N/A
21K $21.4M
TTEK
Tetra Tech Inc

Industrials
664
+ 7.69%
$33.1 - $38.34 $22K - $25.5K
9.3K $311M
DLR
Digital Realty Trust, Inc.

Real Estate
9
+ 0.7%
$161.21 - $180.02 $1.45K - $1.62K
1.3K $224M
MAR
Marriott International Inc

Consumer Cyclical
68
+ 3.79%
$255.35 - $282.87 $17.4K - $19.2K
1.86K $485M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
15
+ 0.71%
$259.44 - $278.65 $3.89K - $4.18K
2.12K $550M
BOC
Boston Omaha Corp

Communication Services
230
+ 1.53%
$12.43 - $14.45 $2.86K - $3.32K
15.3K $200M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.17%
$5364.25 - $5815.92 $5.36K - $5.82K
47 $254M
TXN
Texas Instruments Inc

Technology
369
+ 10.57%
N/A
3.86K $709M
MDLZ
Mondelez International, Inc.

Consumer Defensive
122
+ 1.75%
$60.9 - $70.75 $7.43K - $8.63K
7.08K $442M
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.06%
$265.78 - $299.3 $532 - $599
3.21K $875M
PAYX
Paychex Inc

Industrials
114
+ 4.83%
$126.69 - $147.99 $14.4K - $16.9K
2.48K $314M
GLOB
Globant S.A.

Technology
4.14K
+ 51.22%
$55.6 - $93.3 $230K - $386K
12.2K $701M
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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