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
American Wtr Cap Corp
-6K
- 31.58%
N/A
13K $13.1M
Neogenomics Inc
-7K
- 25.0%
N/A
21K $17.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-37
- 1.49%
$121.58 - $136.74 $4.5K - $5.06K
2.45K $332M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-104
- 0.86%
$6.47 - $8.05 $673 - $837
12.1K $92.8M
LCID
Lucid Group, Inc.

Consumer Cyclical
-25
- 0.17%
$2.1 - $2.96 $52.5 - $74
14.4K $30.5M
Itron Inc
-6K
- 20.0%
N/A
24K $27M
On Semiconductor Corp
-6K
- 20.69%
N/A
23K $21.3M
Uber Technologies Inc
-5K
- 26.32%
N/A
14K $16.8M
Rapid7 Inc
-4K
- 25.0%
N/A
12K $10.6M
RGA
Reinsurance Group Of America Inc

Financial Services
-25
- 1.59%
$168.32 - $209.71 $4.21K - $5.24K
1.55K $306M
BNDX
Vanguard Total International B

ETFs
-92
- 2.17%
$48.77 - $49.55 $4.49K - $4.56K
4.14K $205M
GE
General Electric CO

Industrials
-721
- 22.43%
$166.81 - $257.39 $120K - $186K
2.49K $642M
Linde PLC
-10
- 0.84%
N/A
1.19K $557M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-107
- 1.46%
$35.3 - $37.51 $3.78K - $4.01K
7.2K $270M
CCJ
Cameco Corp

Energy
-4.1K
- 44.24%
$36.68 - $74.46 $150K - $306K
5.17K $384M
GPC
Genuine Parts CO

Consumer Cyclical
-56
- 1.29%
$105.54 - $129.09 $5.91K - $7.23K
4.29K $521M
JEF
Jefferies Financial Group Inc.

Financial Services
-37
- 0.72%
$41.06 - $56.09 $1.52K - $2.08K
5.11K $280M
EA
Electronic Arts Inc.

Communication Services
-116
- 7.14%
$132.53 - $159.7 $15.4K - $18.5K
1.51K $241M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-259
- 3.66%
$34.78 - $43.42 $9.01K - $11.2K
6.82K $295M
BCAT
Black Rock Capital Allocation Trust

ETFs
-250
- 1.6%
$13.2 - $15.27 $3.3K - $3.82K
15.4K $233M
BSX
Boston Scientific Corp

Healthcare
-815
- 5.57%
$89.7 - $107.41 $73.1K - $87.5K
13.8K $1.48B
First Tr Exchng Traded Fd Vi
-2K
- 6.27%
N/A
29.9K $635M
CMI
Cummins Inc

Industrials
-1
- 0.16%
$267.12 - $336.65 $267 - $337
641 $210M
SRE
Sempra Energy

Utilities
-68
- 1.95%
$63.78 - $78.91 $4.34K - $5.37K
3.42K $259M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.85K
- 8.64%
$53.75 - $67.21 $153K - $192K
30.2K $2B
SPGI
S&P Global Inc.

Financial Services
-11
- 1.06%
$438.31 - $527.29 $4.82K - $5.8K
1.03K $544M
TFC
Truist Financial Corp

Financial Services
-413
- 2.34%
$34.79 - $42.99 $14.4K - $17.8K
17.2K $740M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-5
- 0.08%
$38.7 - $44.05 $194 - $220
6.28K $277M
KKR
Kkr & Co. Inc.

Financial Services
-691
- 10.94%
$92.79 - $134.29 $64.1K - $92.8K
5.63K $749M
AER
Aer Cap Holdings N.V.

Industrials
-112
- 5.15%
$88.97 - $117.24 $9.96K - $13.1K
2.06K $241M
FJAN
First Exc Trd Viii Cboe Vest U
-300
- 2.5%
N/A
11.7K $557M
CSX
Csx Corp

Industrials
-46
- 0.56%
$26.69 - $32.91 $1.23K - $1.51K
8.13K $265M
FDN
First Tr Fd Dow Jones

ETFs
-58
- 6.32%
$200.29 - $269.33 $11.6K - $15.6K
860 $232M
EMR
Emerson Electric CO

Industrials
-375
- 11.22%
$94.15 - $133.33 $35.3K - $50K
2.97K $395M
NVS
Novartis Ag

Healthcare
-98
- 2.19%
$101.96 - $121.01 $9.99K - $11.9K
4.38K $530M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-180
- 0.78%
$29.52 - $35.31 $5.31K - $6.36K
22.8K $805M
ISRG
Intuitive Surgical Inc

Healthcare
-197
- 6.65%
$451.58 - $565.94 $89K - $111K
2.77K $1.5B
MAR
Marriott International Inc

Consumer Cyclical
-114
- 5.97%
$211.12 - $274.14 $24.1K - $31.3K
1.8K $491M
Brookfield Corp
-10
- 0.25%
N/A
3.97K $245M
FIS
Fidelity National Information Services, Inc.

Technology
-115
- 1.61%
$68.14 - $82.13 $7.84K - $9.44K
7.02K $572M
BCH
Bank Of Chile

Financial Services
-40
- 0.39%
$24.36 - $31.69 $974 - $1.27K
10.1K $308M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-485
- 2.59%
$51.16 - $62.02 $24.8K - $30.1K
18.3K $1.13B
ADSK
Autodesk, Inc.

Technology
-10
- 1.13%
N/A
873 $270M
VOE
Vanguard Mid Cap Value Index F

ETFs
-174
- 0.96%
$141.87 - $164.49 $24.7K - $28.6K
18K $2.96B
VBR
Vanguard Small Cap Value ETF

ETFs
-146
- 1.76%
$162.76 - $195.77 $23.8K - $28.6K
8.13K $1.59B
XLC
Select Sector Spdr Tr Communic

ETFs
-11
- 0.29%
$86.13 - $108.53 $947 - $1.19K
3.74K $406M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.72K
- 7.73%
$62.73 - $78.42 $171K - $214K
32.5K $2.52B
DDOG
Datadog, Inc.

Technology
-274
- 10.83%
$87.0 - $134.33 $23.8K - $36.8K
2.26K $303M
TTEK
Tetra Tech Inc

Industrials
-47
- 0.54%
$28.01 - $36.25 $1.32K - $1.7K
8.64K $311M
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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