Insigneo Advisory Services, LLC Reduced Holdings in Q4 2024

Insigneo Advisory Services, LLC

  • $968 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-5K
- 12.97%
$53.86 - $60.27 $269K - $301K
33.5K $1.81B
ADI
Analog Devices Inc

Technology
-2.15K
- 53.68%
$206.35 - $236.48 $444K - $508K
1.86K $394M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-396
- 12.61%
$501.29 - $612.85 $199K - $243K
2.74K $1.43B
MRK
Merck & Co., Inc.

Healthcare
-1.98K
- 9.08%
$96.31 - $114.76 $191K - $227K
19.8K $1.97B
ALLE
Allegion PLC

Industrials
-63
- 0.19%
$130.63 - $153.36 $8.23K - $9.66K
32.6K $4.26B
BSX
Boston Scientific Corp

Healthcare
-6.69K
- 36.34%
$83.62 - $91.5 $560K - $613K
11.7K $1.05B
IR
Ingersoll Rand Inc.

Industrials
-2.36K
- 6.63%
$90.46 - $105.35 $213K - $248K
33.2K $3B
CMCSA
Comcast Corp

Communication Services
-8.94K
- 25.6%
$37.39 - $45.14 $334K - $403K
26K $975M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.57K
- 53.43%
$59.25 - $72.99 $330K - $406K
4.85K $290M
MPC
Marathon Petroleum Corp

Energy
-287
- 1.55%
$131.65 - $174.84 $37.8K - $50.2K
18.2K $2.54B
VLUE
Ishares Msci Usa Value Factor

ETFs
-3.99K
- 33.19%
$104.01 - $115.38 $415K - $461K
8.04K $849M
NXPI
Nxp Semiconductors N.V.

Technology
-1.6K
- 43.11%
$207.27 - $255.58 $332K - $410K
2.12K $440M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.18K
- 10.9%
$106.33 - $110.69 $338K - $351K
26K $2.77B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.54K
- 53.88%
$178.39 - $215.0 $452K - $545K
2.17K $419M
SPGI
S&P Global Inc.

Financial Services
-795
- 55.75%
$480.36 - $529.17 $382K - $421K
631 $314M
DE
Deere & CO

Industrials
-1.04K
- 33.96%
$389.45 - $466.0 $406K - $486K
2.03K $858M
AGQ
Pro Shares Trust Ii

ETFs
-9.17K
- 57.34%
$33.67 - $49.9 $309K - $458K
6.82K $230M
USB
Us Bancorp \De\

Financial Services
-9.4K
- 46.72%
$43.98 - $53.66 $414K - $505K
10.7K $513M
MPWR
Monolithic Power Systems Inc

Technology
-110
- 11.03%
$560.06 - $942.58 $61.6K - $104K
887 $525M
CI
Cigna Corp

Healthcare
-805
- 34.45%
$265.59 - $358.58 $214K - $289K
1.53K $423M
LOW
Lowes Companies Inc

Consumer Cyclical
-897
- 13.16%
$244.52 - $284.07 $219K - $255K
5.92K $1.46B
FPX
First Trust Us Equity Opportun

ETFs
-3.61K
- 66.57%
$109.38 - $131.9 $395K - $476K
1.81K $217M
EWJ
Ishares Msci Japan ETF

ETFs
-2.79K
- 7.0%
$66.18 - $71.84 $185K - $200K
37.1K $2.49B
SHEL
Shell PLC

Energy
-4.13K
- 13.52%
$60.63 - $70.23 $250K - $290K
26.4K $1.65B
UPS
United Parcel Service Inc

Industrials
-2.06K
- 21.45%
$122.65 - $138.35 $253K - $285K
7.54K $951M
TMUS
T Mobile Us, Inc.

Communication Services
-1.83K
- 53.9%
$206.1 - $246.94 $378K - $452K
1.57K $346M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.8K
- 21.71%
$33.77 - $44.09 $196K - $256K
20.9K $709M
BP
Bp PLC

Energy
-10K
- 31.61%
$28.16 - $33.14 $282K - $332K
21.7K $641M
DOV
Dover Corp

Industrials
-1.8K
- 45.8%
$184.72 - $206.51 $332K - $372K
2.13K $400M
BMY
Bristol Myers Squibb CO

Healthcare
-7.46K
- 53.01%
$51.92 - $59.94 $387K - $447K
6.61K $374M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-2.24K
- 5.26%
$42.32 - $55.35 $94.6K - $124K
40.3K $1.72B
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.13K
- 5.34%
$57.29 - $63.1 $122K - $134K
37.7K $2.16B
TJX
Tjx Companies Inc

Consumer Cyclical
-3.24K
- 22.51%
$112.15 - $127.2 $363K - $411K
11.1K $1.35B
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.08K
- 26.88%
$285.5 - $335.62 $307K - $361K
2.93K $850M
FDN
First Tr Fd Dow Jones

ETFs
-1.67K
- 66.37%
$210.5 - $257.24 $351K - $429K
845 $205M
ACN
Accenture PLC

Technology
-897
- 16.8%
$343.9 - $376.86 $308K - $338K
4.44K $1.56B
GD
General Dynamics Corp

Industrials
-807
- 29.71%
$260.28 - $314.03 $210K - $253K
1.91K $503M
DHR
Danaher Corp

Healthcare
-398
- 8.55%
$226.16 - $274.52 $90K - $109K
4.26K $977M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-4.46K
- 14.87%
$36.15 - $41.9 $161K - $187K
25.6K $929M
ISRG
Intuitive Surgical Inc

Healthcare
-791
- 23.01%
$471.27 - $550.62 $373K - $436K
2.65K $1.38B
FVD
First Tr Value Line Divid Inde

ETFs
-6.09K
- 27.3%
$43.4 - $46.7 $264K - $284K
16.2K $707M
SO
Southern CO

Utilities
-3.11K
- 49.73%
$81.5 - $94.15 $254K - $293K
3.15K $259M
GM
General Motors CO

Consumer Cyclical
-7.78K
- 59.3%
$44.82 - $60.2 $349K - $468K
5.34K $285M
AMGN
Amgen Inc

Healthcare
-275
- 7.35%
$258.78 - $328.31 $71.2K - $90.3K
3.47K $904M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-16K
- 39.58%
$14.4 - $16.03 $231K - $257K
24.5K $353M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.4K
- 39.73%
$229.83 - $258.46 $322K - $363K
2.13K $526M
COTY
Coty Inc.

Consumer Defensive
-24.9K
- 54.37%
$6.92 - $9.36 $172K - $233K
20.9K $145M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-6.6K
- 38.4%
$33.67 - $37.35 $222K - $246K
10.6K $359M
INTC
Intel Corp

Technology
-9.15K
- 34.86%
$19.07 - $26.23 $175K - $240K
17.1K $343M
Activity Summary
Buys All Purchases 268 New Holdings 78 Increased Positions 190 Sells All Sells 299 Reductions 299 Sold out 0 Options Calls 0 Puts 0
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