Insigneo Advisory Services, LLC Reduced Holdings in Q2 2024

Insigneo Advisory Services, LLC

  • $888 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
-844
- 19.56%
$108.84 - $131.45 $91.9K - $111K
3.47K $364M
EQIX
Equinix Inc

Real Estate
-172
- 33.99%
$692.71 - $809.68 $119K - $139K
334 $257M
EEMV
Ishares Msci Emerging Markets

ETFs
-2.84K
- 35.49%
$55.16 - $58.09 $156K - $165K
5.15K $293M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2K
- 13.45%
$65.44 - $71.94 $131K - $144K
12.9K $890M
RTX
Raytheon Technologies Corp

Industrials
-4.3K
- 22.11%
$97.55 - $108.44 $420K - $466K
15.2K $1.75B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-989
- 2.42%
$55.42 - $60.55 $54.8K - $59.9K
39.9K $2.21B
SAIA
Saia Inc

Industrials
-7
- 0.99%
$377.26 - $598.0 $2.64K - $4.19K
702 $265M
VLUE
Ishares Msci Usa Value Factor

ETFs
-365
- 3.08%
$100.16 - $107.88 $36.6K - $39.4K
11.5K $1.14B
LEN
Lennar Corp

Consumer Cyclical
-811
- 39.16%
$148.72 - $170.85 $121K - $139K
1.26K $215M
IRBO
Ishares Robotics & Artificial

ETFs
-2.46K
- 15.68%
$31.2 - $34.68 $76.7K - $85.2K
13.2K $398M
PG
Procter & Gamble CO

Consumer Defensive
-1.54K
- 7.26%
$155.33 - $168.56 $239K - $259K
19.7K $3.3B
O
Realty Income Corp

Real Estate
-2.87K
- 34.74%
$50.8 - $55.45 $146K - $159K
5.38K $319M
DAL
Delta Air Lines, Inc.

Industrials
-1.04K
- 11.61%
$45.88 - $53.26 $47.9K - $55.6K
7.94K $301M
IBM
International Business Machines Corp

Technology
-293
- 3.02%
$164.43 - $190.9 $48.2K - $55.9K
9.39K $1.72B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-447
- 19.59%
$173.94 - $199.42 $77.8K - $89.1K
1.84K $312M
IEFA
Ishares Tr

ETFs
-1.42K
- 24.92%
$70.77 - $76.19 $100K - $108K
4.28K $300M
BAK
Braskem Sa

Basic Materials
-2.67K
- 12.28%
$6.45 - $10.37 $17.2K - $27.7K
19.1K $107M
LIT
Global X Fds Global X Lithium

ETFs
-1.15K
- 13.52%
$38.81 - $46.64 $44.5K - $53.4K
7.33K $266M
CB
Chubb LTD

Financial Services
-661
- 9.98%
$243.01 - $274.28 $161K - $181K
5.96K $1.61B
NSC
Norfolk Southern Corp

Industrials
-104
- 1.76%
$209.9 - $253.39 $21.8K - $26.4K
5.81K $1.39B
WMT
Walmart Inc.

Consumer Defensive
-7.45K
- 13.79%
$58.85 - $68.9 $438K - $513K
46.5K $3.15B
SONY
Sony Group Corp

Technology
-1.13K
- 19.07%
$75.37 - $87.23 $85.2K - $98.6K
4.8K $395M
MSTR
Microstrategy Inc

Technology
-7
- 2.71%
$1028.27 - $1727.24 $7.2K - $12.1K
251 $329M
GE
General Electric CO

Industrials
-26
- 0.42%
$136.47 - $175.36 $3.55K - $4.56K
6.17K $977M
OXY
Occidental Petroleum Corp

Energy
-825
- 12.02%
$59.48 - $69.26 $49.1K - $57.1K
6.04K $339M
BLD
Top Build Corp

Industrials
-224
- 27.15%
$379.45 - $446.91 $85K - $100K
601 $256M
Kenvue Inc
-1.7K
- 7.23%
N/A
21.8K $397M
PICK
Ishares Inc Msci Global Select

ETFs
-1.36K
- 11.39%
$40.51 - $46.12 $55.2K - $62.8K
10.6K $393M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.19K
- 11.68%
$52.5 - $56.42 $62.3K - $67K
8.97K $467M
UL
Unilever PLC

Consumer Defensive
-5.84K
- 24.68%
$46.47 - $56.38 $271K - $329K
17.8K $1.08B
ABT
Abbott Laboratories

Healthcare
-339
- 2.49%
$100.73 - $112.44 $34.1K - $38.1K
13.3K $1.44B
BIGZ
Black Rock Innovation & Growth Trust
-10K
- 39.84%
$7.05 - $8.11 $70.5K - $81.1K
15.1K $102M
SOXX
Ishares Semiconductor ETF

ETFs
-177
- 6.08%
$198.39 - $259.28 $35.1K - $45.9K
2.74K $556M
VICI
Vici Properties Inc.

Real Estate
-3.53K
- 23.13%
$27.15 - $30.51 $95.9K - $108K
11.7K $361M
AAL
American Airlines Group Inc.

Industrials
-1.39K
- 9.71%
$11.12 - $15.41 $15.5K - $21.5K
12.9K $120M
FDX
Fedex Corp

Industrials
-249
- 7.63%
$245.11 - $299.84 $61K - $74.7K
3.02K $854M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.64K
- 30.01%
$16.96 - $17.44 $95.7K - $98.4K
13.2K $228M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-67
- 6.99%
$956.61 - $1140.21 $64.1K - $76.4K
891 $985M
HLN
Haleon PLC

Healthcare
-14.6K
- 30.27%
$8.01 - $8.64 $117K - $127K
33.7K $321M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.18K
- 26.39%
$79.92 - $84.63 $94.2K - $99.8K
3.29K $279M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-718
- 12.01%
$146.54 - $161.4 $105K - $116K
5.26K $872M
RSG
Republic Services, Inc.

Industrials
-506
- 23.43%
$181.59 - $194.82 $91.9K - $98.6K
1.65K $323M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-876
- 16.81%
$83.97 - $89.72 $73.6K - $78.6K
4.34K $378M
IWD
Ishares Russell 1000 Val ETF

ETFs
-425
- 13.33%
$169.4 - $179.05 $72K - $76.1K
2.76K $481M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-3K
- 17.96%
$17.93 - $19.35 $53.8K - $58.1K
13.7K $226M
Arm Holdings PLC
-275
- 7.07%
N/A
3.61K $399M
FVD
First Tr Value Line Divid Inde

ETFs
-1.95K
- 7.89%
$39.94 - $42.43 $77.8K - $82.7K
22.8K $958M
PPG
Ppg Industries Inc

Basic Materials
-105
- 3.72%
$124.9 - $143.38 $13.1K - $15.1K
2.72K $325M
XLY
Select Sector Spdr Consumer Di

ETFs
-292
- 10.91%
$169.76 - $184.45 $49.6K - $53.9K
2.39K $408M
Activity Summary
Buys All Purchases 358 New Holdings 166 Increased Positions 192 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email