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
TTE
Total Energies Se

Energy
-3.24K
- 37.99%
N/A
5.29K $289M
MDT
Medtronic PLC

Healthcare
-2.11K
- 22.72%
$79.61 - $92.24 $168K - $195K
7.19K $574M
PH
Parker Hannifin Corp

Industrials
-422
- 27.02%
$621.74 - $709.46 $262K - $299K
1.14K $725M
RTX
Raytheon Technologies Corp

Industrials
-1.47K
- 8.92%
$114.45 - $127.21 $169K - $188K
15K $1.74B
XLE
Energy Sector Spdr

ETFs
-1.74K
- 3.59%
$83.32 - $97.27 $145K - $169K
46.8K $4.01B
C
Citigroup Inc

Financial Services
-7.4K
- 21.44%
$61.31 - $72.5 $454K - $536K
27.1K $1.91B
VNQ
Vanguard Specialized Funds Van

ETFs
-910
- 4.8%
$87.85 - $98.6 $79.9K - $89.7K
18.1K $1.61B
AZN
Astrazeneca PLC

Healthcare
-1.68K
- 17.14%
$63.2 - $79.58 $106K - $134K
8.12K $532M
MUB
Ishares National Muni Bond ETF

ETFs
-2.07K
- 46.81%
$105.78 - $108.7 $219K - $225K
2.35K $250M
AMAT
Applied Materials Inc

Technology
-415
- 10.24%
$161.44 - $213.89 $67K - $88.8K
3.64K $591M
NOC
Northrop Grumman Corp

Industrials
-254
- 14.67%
$466.52 - $543.88 $118K - $138K
1.48K $694M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.84K
- 6.82%
$71.75 - $75.11 $132K - $139K
25.2K $1.81B
ABT
Abbott Laboratories

Healthcare
-1.81K
- 12.71%
$111.93 - $119.39 $203K - $216K
12.4K $1.41B
AXP
American Express CO

Financial Services
-1.76K
- 14.75%
$267.35 - $305.57 $470K - $537K
10.2K $3.02B
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-4.27K
- 26.28%
$22.4 - $29.88 $95.6K - $128K
12K $270M
ZTS
Zoetis Inc.

Healthcare
-236
- 4.49%
$162.24 - $194.42 $38.3K - $45.9K
5.02K $818M
DHI
Horton D R Inc

Consumer Cyclical
-79
- 2.17%
$137.24 - $194.56 $10.8K - $15.4K
3.57K $498M
HYG
Ishares Tr

ETFs
-2.11K
- 12.59%
$78.09 - $80.04 $164K - $169K
14.6K $1.15B
TTD
Trade Desk, Inc.

Technology
-2.44K
- 20.15%
$108.7 - $139.51 $266K - $341K
9.68K $1.14B
Annaly Capital Management In
-2.8K
- 3.64%
N/A
74.3K $1.36B
AAXJ
Ishares Msci All Country Asia

ETFs
-1.57K
- 14.22%
$72.15 - $82.16 $113K - $129K
9.46K $682M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-5.88K
- 27.8%
$22.66 - $27.11 $133K - $159K
15.3K $360M
FTCS
First Trust Capital Strength E

ETFs
-1.79K
- 21.34%
$87.62 - $94.03 $157K - $168K
6.59K $579M
RIO
Rio Tinto PLC

Basic Materials
-638
- 5.51%
$58.59 - $71.15 $37.4K - $45.4K
10.9K $644M
PAYX
Paychex Inc

Industrials
-1.45K
- 39.16%
$135.86 - $148.73 $196K - $215K
2.25K $315M
SHW
Sherwin Williams CO

Basic Materials
-235
- 9.77%
$338.75 - $399.71 $79.6K - $93.9K
2.17K $738M
CCI
Crown Castle International Corp

Real Estate
-604
- 13.82%
$89.78 - $119.11 $54.2K - $71.9K
3.77K $342M
ELV
Elevance Health, Inc.

Healthcare
-117
- 13.3%
$365.96 - $514.62 $42.8K - $60.2K
763 $281M
REET
Ishares Global Reit ETF

ETFs
-3.5K
- 10.37%
$23.43 - $26.54 $82K - $92.9K
30.3K $725M
ICLR
Icon PLC

Healthcare
-130
- 6.88%
$187.22 - $297.57 $24.3K - $38.7K
1.76K $369M
T
At&T Inc.

Communication Services
-10.3K
- 12.95%
$21.22 - $23.88 $219K - $246K
69.3K $1.58B
GILD
Gilead Sciences, Inc.

Healthcare
-2.69K
- 29.57%
$83.95 - $97.9 $226K - $263K
6.41K $592M
BHP
Bhp Group LTD

Basic Materials
-957
- 10.36%
$48.78 - $62.43 $46.7K - $59.7K
8.28K $404M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4.03K
- 36.7%
N/A
6.95K $232M
Ge Vernova Inc
-877
- 51.71%
N/A
819 $269M
ALC
Alcon Inc

Healthcare
-632
- 9.05%
$83.87 - $99.15 $53K - $62.7K
6.35K $539M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.59K
- 1.17%
$20.92 - $23.57 $33.3K - $37.5K
135K $2.88B
United Sts Nat Gas Fd LP
-9.35K
- 39.06%
N/A
14.6K $245M
ON
On Semiconductor Corp

Technology
-1.54K
- 31.94%
$63.05 - $74.7 $97K - $115K
3.28K $207M
AROC
Archrock, Inc.

Energy
-9.02K
- 51.46%
$19.92 - $26.66 $180K - $240K
8.5K $212M
BCE
Bce Inc

Communication Services
-761
- 7.15%
$22.53 - $34.84 $17.1K - $26.5K
9.89K $229M
DEO
Diageo PLC

Consumer Defensive
-578
- 11.42%
$118.0 - $139.88 $68.2K - $80.9K
4.49K $570M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.56K
- 17.46%
$87.42 - $98.06 $136K - $153K
7.37K $658M
CDW
Cdw Corp

Technology
-110
- 4.78%
$171.49 - $225.64 $18.9K - $24.8K
2.19K $381M
TTEK
Tetra Tech Inc

Industrials
-1.96K
- 23.6%
$39.8 - $50.52 $78.1K - $99.2K
6.35K $253M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.37K
- 11.57%
$52.1 - $57.26 $71.3K - $78.3K
10.5K $546M
WMB
Williams Companies, Inc.

Energy
-4.18K
- 36.58%
$46.37 - $59.74 $194K - $250K
7.25K $392M
SNY
Sanofi

Healthcare
-1.18K
- 16.74%
$45.89 - $57.31 $53.9K - $67.3K
5.84K $282M
BOC
Boston Omaha Corp

Communication Services
-7.53K
- 33.36%
$14.04 - $16.13 $106K - $121K
15K $213M
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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