Insigneo Advisory Services, LLC Reduced Holdings in Q2 2025

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.01K
- 9.34%
$90.56 - $109.49 $91.4K - $110K
9.79K $1.07B
Veralto Corp
-777
- 13.85%
N/A
4.83K $488M
WSO
Watsco Inc

Industrials
-45
- 7.76%
$421.84 - $520.66 $19K - $23.4K
535 $236M
TGT
Target Corp

Consumer Defensive
-24
- 0.25%
$88.76 - $105.77 $2.13K - $2.54K
9.74K $961M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-24
- 5.84%
$483.07 - $625.6 $11.6K - $15K
387 $203M
DAL
Delta Air Lines, Inc.

Industrials
-2.01K
- 26.34%
$35.88 - $52.99 $72.1K - $107K
5.62K $277M
LYG
Lloyds Banking Group PLC

Financial Services
-15.7K
- 53.0%
$3.32 - $4.29 $52.2K - $67.5K
14K $59.3M
SPG
Simon Property Group Inc

Real Estate
-159
- 3.24%
$140.37 - $171.44 $22.3K - $27.3K
4.75K $764M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.03K
- 20.37%
N/A
4.01K $201M
EPD
Enterprise Products Partners L.P.

Energy
-384
- 3.05%
$28.95 - $34.22 $11.1K - $13.1K
12.2K $379M
DHR
Danaher Corp

Healthcare
-141
- 5.01%
$174.64 - $205.16 $24.6K - $28.9K
2.68K $529M
HYD
Vaneck High Yield Muni ETF

ETFs
-500
- 2.19%
$49.08 - $51.35 $24.5K - $25.7K
22.4K $1.12B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-677
- 3.04%
$48.13 - $49.85 $32.6K - $33.7K
21.6K $1.06B
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.03%
$248.61 - $294.96 $249 - $295
3.21K $905M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.2K
- 1.5%
$29.0 - $30.68 $34.9K - $36.9K
79.2K $2.43B
WMB
Williams Companies, Inc.

Energy
-1.02K
- 12.48%
$54.33 - $62.87 $55.6K - $64.3K
7.17K $451M
ALC
Alcon Inc

Healthcare
-38
- 0.64%
$82.88 - $98.3 $3.15K - $3.74K
5.93K $523M
EMB
Ishares Tr

ETFs
-553
- 8.08%
$86.54 - $92.62 $47.9K - $51.2K
6.29K $583M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-389
- 9.08%
$85.42 - $94.39 $33.2K - $36.7K
3.9K $366M
T
At&T Inc.

Communication Services
-3.02K
- 3.78%
$26.33 - $28.94 $79.6K - $87.5K
76.8K $2.22B
DOX
Amdocs LTD

Technology
-326
- 9.16%
$80.46 - $94.08 $26.2K - $30.7K
3.23K $295M
PAYX
Paychex Inc

Industrials
-44
- 1.83%
$137.01 - $159.78 $6.03K - $7.03K
2.36K $343M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-1.11K
- 12.46%
$27.01 - $28.59 $29.9K - $31.6K
7.77K $222M
NOC
Northrop Grumman Corp

Industrials
-16
- 1.01%
$456.3 - $540.39 $7.3K - $8.65K
1.56K $781M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-379
- 9.32%
$95.74 - $115.54 $36.3K - $43.8K
3.69K $421M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-398
- 8.09%
$65.75 - $71.57 $26.2K - $28.5K
4.52K $323M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.69K
- 14.04%
$57.41 - $74.81 $154K - $201K
16.5K $1.22B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.18K
- 11.27%
$38.96 - $44.84 $46K - $53K
9.29K $417M
Lam Research Corp
-1.83K
- 29.45%
N/A
4.38K $427M
FVD
First Tr Value Line Divid Inde

ETFs
-545
- 3.38%
$40.62 - $45.12 $22.1K - $24.6K
15.6K $696M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-850
- 11.75%
$35.77 - $42.27 $30.4K - $35.9K
6.39K $270M
NXPI
Nxp Semiconductors N.V.

Technology
-423
- 16.85%
$153.5 - $218.72 $64.9K - $92.5K
2.09K $456M
TRV
Travelers Companies, Inc.

Financial Services
-108
- 4.08%
$233.83 - $276.34 $25.3K - $29.8K
2.54K $678M
FTCS
First Trust Capital Strength E

ETFs
-308
- 4.68%
$81.6 - $92.39 $25.1K - $28.5K
6.27K $570M
INTC
Intel Corp

Technology
-531
- 2.3%
$18.13 - $22.69 $9.63K - $12K
22.5K $505M
Coinbase Global Inc
-21K
- 67.74%
N/A
10K $11.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-409
- 6.12%
$51.1 - $53.29 $20.9K - $21.8K
6.27K $334M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-780
- 2.34%
$20.72 - $21.36 $16.2K - $16.7K
32.5K $687M
IEP
Icahn Enterprises L.P.

Industrials
-25
- 0.17%
$7.81 - $9.75 $195 - $244
14.7K $118M
TDY
Teledyne Technologies Inc

Technology
-46
- 5.94%
$435.54 - $512.31 $20K - $23.6K
728 $373M
ABT
Abbott Laboratories

Healthcare
-426
- 3.12%
$123.95 - $138.08 $52.8K - $58.8K
13.2K $1.8B
Jacobs Solutions Inc
-255
- 12.58%
N/A
1.77K $233M
PSLV
Sprott Physical Silver Trust

Financial Services
-9.43K
- 5.81%
$9.98 - $12.51 $94.1K - $118K
153K $1.87B
GM
General Motors CO

Consumer Cyclical
-481
- 8.21%
$42.48 - $50.46 $20.4K - $24.3K
5.38K $265M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-312
- 1.15%
$77.94 - $79.5 $24.3K - $24.8K
26.8K $2.13B
IAU
Ishares Gold Trust

ETFs
-2.29K
- 5.84%
$56.1 - $64.74 $129K - $148K
36.9K $2.3B
CCI
Crown Castle International Corp

Real Estate
-43
- 1.33%
$94.83 - $107.06 $4.08K - $4.6K
3.19K $328M
WDAY
Workday, Inc.

Technology
-103
- 3.83%
$210.47 - $274.71 $21.7K - $28.3K
2.58K $620M
WPC
W. P. Carey Inc.

Real Estate
-59
- 1.53%
$56.12 - $64.53 $3.31K - $3.81K
3.79K $237M
Activity Summary
Buys All Purchases 396 New Holdings 86 Increased Positions 310 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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