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
ADSK
Autodesk, Inc.

Technology
-159
- 15.26%
N/A
883 $231M
PLTR
Palantir Technologies Inc.

Technology
-5.12K
- 12.59%
$64.98 - $124.62 $333K - $638K
35.5K $3B
QCOM
Qualcomm Inc

Technology
-489
- 6.4%
$151.94 - $175.86 $74.3K - $86K
7.15K $1.1B
XLY
Select Sector Spdr Consumer Di

ETFs
-60
- 2.56%
$192.6 - $233.2 $11.6K - $14K
2.28K $451M
DHI
Horton D R Inc

Consumer Cyclical
-198
- 5.55%
$125.29 - $147.65 $24.8K - $29.2K
3.37K $428M
INDA
Ishares Msci India Index Fund

ETFs
-1.11K
- 15.14%
$47.8 - $53.4 $53.2K - $59.5K
6.24K $321M
MPWR
Monolithic Power Systems Inc

Technology
-91
- 10.26%
$565.7 - $720.25 $51.5K - $65.5K
796 $462M
XLV
Select Sector Spdr Fund Health

ETFs
-1.58K
- 7.91%
$137.61 - $149.68 $217K - $236K
18.3K $2.68B
ITA
Ishares Tr

ETFs
-837
- 9.76%
$144.84 - $159.5 $121K - $134K
7.74K $1.18B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.76K
- 11.72%
$42.5 - $46.71 $75K - $82.4K
13.3K $601M
Veralto Corp
-354
- 5.94%
N/A
5.61K $547M
Amplify ETF Tr
-594
- 13.41%
N/A
3.84K $275M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-42
- 1.97%
$221.78 - $273.45 $9.31K - $11.5K
2.09K $475M
AMGN
Amgen Inc

Healthcare
-706
- 20.36%
$258.59 - $327.36 $183K - $231K
2.76K $861M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-161
- 2.22%
$40.15 - $47.73 $6.46K - $7.68K
7.08K $288M
EEM
Ishares Msci Emerging Markets

ETFs
-3.24K
- 6.03%
$40.81 - $45.34 $132K - $147K
50.4K $2.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.88K
- 2.61%
$95.85 - $99.25 $181K - $187K
70.4K $6.96B
HWM
Howmet Aerospace Inc.

Industrials
-653
- 29.49%
$110.79 - $139.39 $72.3K - $91K
1.56K $203M
RPM
Rpm International Inc

Basic Materials
-208
- 9.94%
$114.03 - $128.31 $23.7K - $26.7K
1.89K $218M
MPC
Marathon Petroleum Corp

Energy
-1.04K
- 5.73%
$134.72 - $159.03 $141K - $166K
17.2K $2.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.75K
- 10.24%
$74.85 - $84.89 $131K - $149K
15.4K $1.26B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-9
- 2.14%
$634.14 - $744.83 $5.71K - $6.7K
411 $261M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.56K
- 7.42%
$24.07 - $24.5 $37.6K - $38.3K
19.5K $473M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-60
- 2.71%
$246.3 - $299.62 $14.8K - $18K
2.15K $564M
DOCU
Docusign, Inc.

Technology
-52
- 1.42%
$74.7 - $97.7 $3.88K - $5.08K
3.6K $293M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-34
- 2.15%
$157.11 - $206.52 $5.34K - $7.02K
1.55K $261M
EMB
Ishares Tr

ETFs
-481
- 6.56%
$88.64 - $92.03 $42.6K - $44.3K
6.85K $620M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-234
- 4.54%
$70.83 - $76.62 $16.6K - $17.9K
4.92K $349M
SNY
Sanofi

Healthcare
-1.34K
- 22.92%
$48.15 - $59.42 $64.5K - $79.6K
4.5K $250M
FJAN
First Exc Trd Viii Cboe Vest U
-286
- 2.33%
N/A
12K $533M
AAXJ
Ishares Msci All Country Asia

ETFs
-631
- 6.67%
$69.59 - $77.09 $43.9K - $48.6K
8.82K $653M
VIG
Vanguard Dividend Appreciation

ETFs
-133
- 8.62%
N/A
1.41K $274M
NIO
Nio Inc.

Consumer Cyclical
-1.28K
- 3.3%
$3.75 - $5.22 $4.78K - $6.66K
37.3K $142M
LIT
Global X Fds Global X Lithium

ETFs
-350
- 6.12%
$38.8 - $42.84 $13.6K - $15K
5.37K $208M
REET
Ishares Global Reit ETF

ETFs
-1.39K
- 4.58%
$23.24 - $25.16 $32.2K - $34.9K
28.9K $700M
BNDX
Vanguard Total International B

ETFs
-392
- 8.47%
$48.33 - $49.5 $18.9K - $19.4K
4.23K $207M
AGQ
Pro Shares Trust Ii

ETFs
-2.27K
- 33.28%
$35.25 - $47.69 $80.1K - $108K
4.55K $210M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-2.2K
- 9.65%
$8.11 - $8.58 $17.8K - $18.9K
20.6K $168M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-185
- 5.48%
$90.0 - $96.32 $16.7K - $17.8K
3.19K $294M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-2.02K
- 7.9%
$36.6 - $39.56 $73.9K - $79.8K
23.5K $913M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-769
- 7.12%
$17.53 - $17.87 $13.5K - $13.7K
10K $176M
COF
Capital One Financial Corp

Financial Services
-94
- 3.56%
$163.87 - $209.82 $15.4K - $19.7K
2.55K $456M
Aptiv PLC
-140
- 2.69%
N/A
5.07K $302M
TTE
Total Energies Se

Energy
-1.02K
- 19.25%
N/A
4.28K $277M
Uber Technologies Inc
-12K
- 38.71%
N/A
19K $20.1M
EPD
Enterprise Products Partners L.P.

Energy
-1.46K
- 10.4%
$31.75 - $34.14 $46.4K - $49.9K
12.6K $430M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-46
- 0.28%
$48.34 - $49.66 $2.22K - $2.28K
16.2K $787M
Wayfair Inc
-8K
- 30.77%
N/A
18K $17.6M
Dexcom Inc
-11K
- 32.35%
N/A
23K $20.5M
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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