Insigneo Advisory Services, LLC Reduced Holdings in Q1 2025

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.6K
- 1.75%
$209.68 - $247.1 $1.38M - $1.63M
371K $82.5B
NVDA
Nvidia Corp

Technology
-9.2K
- 3.2%
$106.98 - $149.43 $984K - $1.37M
278K $30.1B
GOOG
Alphabet Inc.

Communication Services
-890
- 1.66%
$156.06 - $207.71 $139K - $185K
52.8K $8.25B
BX
Blackstone Inc.

Financial Services
-4.27K
- 11.4%
$136.53 - $186.74 $583K - $797K
33.2K $4.64B
XLE
Energy Sector Spdr

ETFs
-20.9K
- 44.71%
$85.7 - $93.96 $1.79M - $1.96M
25.9K $2.42B
IWM
Ishares Russell 2000 ETF

ETFs
-2.71K
- 12.15%
$198.1 - $229.79 $536K - $622K
19.6K $3.9B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.59K
- 34.29%
$522.96 - $601.18 $834K - $958K
3.06K $1.63B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-14.2K
- 56.52%
$71.17 - $73.66 $1.01M - $1.05M
11K $805M
LMT
Lockheed Martin Corp

Industrials
-1.76K
- 44.83%
$423.19 - $506.29 $745K - $892K
2.17K $968M
VUG
Vanguard Growth ETF

ETFs
-1.65K
- 25.47%
$369.1 - $427.61 $608K - $704K
4.82K $1.79B
HON
Honeywell International Inc

Industrials
-1.62K
- 6.66%
$202.75 - $226.52 $328K - $366K
22.6K $4.8B
ADBE
Adobe Inc.

Technology
-1.05K
- 26.0%
$377.84 - $464.11 $398K - $489K
3K $1.15B
CAT
Caterpillar Inc

Industrials
-1.43K
- 28.79%
$326.75 - $407.63 $468K - $584K
3.54K $1.17B
DIS
Walt Disney CO

Communication Services
-773
- 1.78%
$96.87 - $114.0 $74.9K - $88.1K
42.8K $4.22B
NOW
Service Now, Inc.

Technology
-97
- 4.92%
$783.83 - $1170.39 $76K - $114K
1.87K $1.49B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-827
- 5.71%
$165.25 - $224.62 $137K - $186K
13.6K $2.27B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.61K
- 23.57%
$47.79 - $59.89 $268K - $336K
18.2K $914M
BAC
Bank Of America Corp

Financial Services
-7.83K
- 8.94%
$39.61 - $47.74 $310K - $374K
79.7K $3.33B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.7K
- 22.09%
$59.78 - $60.03 $520K - $522K
30.7K $1.84B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.01K
- 10.61%
$211.47 - $267.17 $214K - $271K
8.54K $1.81B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.84K
- 55.4%
$203.38 - $274.79 $374K - $506K
1.48K $304M
AMD
Advanced Micro Devices Inc

Technology
-384
- 1.66%
$96.63 - $129.55 $37.1K - $49.7K
22.7K $2.34B
VGT
Vanguard Information Technolog

ETFs
-3
- 0.05%
$542.38 - $646.34 $1.63K - $1.94K
5.57K $3.02B
INTU
Intuit Inc

Technology
-651
- 30.22%
$555.63 - $630.23 $362K - $410K
1.5K $923M
NVO
Novo Nordisk A S

Healthcare
-3.24K
- 26.19%
$69.3 - $90.95 $224K - $294K
9.12K $633M
TGT
Target Corp

Consumer Defensive
-943
- 8.81%
$103.65 - $142.5 $97.7K - $134K
9.77K $1.02B
RIO
Rio Tinto PLC

Basic Materials
-7.24K
- 66.11%
$58.19 - $64.29 $421K - $465K
3.71K $223M
HYG
Ishares Tr

ETFs
-5.21K
- 35.63%
$78.51 - $80.11 $409K - $418K
9.42K $743M
DHR
Danaher Corp

Healthcare
-1.44K
- 33.83%
$201.62 - $250.59 $290K - $361K
2.82K $577M
KKR
Kkr & Co. Inc.

Financial Services
-1.21K
- 16.04%
$108.17 - $167.07 $131K - $202K
6.32K $730M
UL
Unilever PLC

Consumer Defensive
-6.88K
- 42.99%
$54.72 - $60.29 $376K - $415K
9.12K $543M
MRK
Merck & Co., Inc.

Healthcare
-1.74K
- 8.76%
$83.01 - $101.02 $144K - $175K
18.1K $1.62B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.86K
- 23.79%
$47.25 - $67.02 $182K - $258K
12.4K $588M
ET
Energy Transfer LP

Energy
-16K
- 58.32%
$17.26 - $21.08 $276K - $337K
11.4K $212M
PWR
Quanta Services, Inc.

Industrials
-856
- 51.26%
$236.71 - $358.03 $203K - $306K
814 $207M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.7K
- 12.31%
$120.29 - $134.6 $204K - $228K
12.1K $1.47B
AFL
Aflac Inc

Financial Services
-3.14K
- 43.18%
$100.99 - $111.19 $317K - $349K
4.13K $460M
ACN
Accenture PLC

Technology
-356
- 8.01%
$300.91 - $398.25 $107K - $142K
4.09K $1.28B
ASML
Asml Holding Nv

Technology
-307
- 12.02%
$662.63 - $776.99 $203K - $239K
2.25K $1.49B
USB
Us Bancorp \De\

Financial Services
-5.08K
- 47.38%
$40.92 - $50.9 $208K - $259K
5.64K $238M
VTI
Vanguard Total Stock Market Et

ETFs
-55
- 0.33%
$271.18 - $303.12 $14.9K - $16.7K
16.8K $4.63B
ETN
Eaton Corp PLC

Industrials
-386
- 14.73%
$271.83 - $371.23 $105K - $143K
2.24K $608M
FCX
Freeport Mcmoran Inc

Basic Materials
-6.15K
- 36.15%
$34.5 - $43.01 $212K - $265K
10.9K $411M
PH
Parker Hannifin Corp

Industrials
-311
- 27.28%
$591.65 - $707.05 $184K - $220K
829 $504M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.04K
- 13.57%
$119.38 - $161.42 $124K - $168K
6.63K $791M
Brookfield Corp
-3.4K
- 46.09%
N/A
3.98K $208M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.06K
- 25.64%
$104.89 - $113.56 $216K - $234K
5.98K $638M
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.27K
- 27.44%
$40.08 - $45.85 $171K - $196K
11.3K $494M
F
Ford Motor CO

Consumer Cyclical
-21.8K
- 32.93%
$9.12 - $10.43 $199K - $228K
44.5K $446M
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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