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
Kenvue Inc
-3.66K
- 17.67%
N/A
17.1K $365M
Arm Holdings PLC
-513
- 19.44%
N/A
2.13K $262M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-119
- 15.43%
$1146.59 - $1270.6 $136K - $151K
652 $773M
MO
Altria Group, Inc.

Consumer Defensive
-2.47K
- 18.56%
$49.06 - $57.74 $121K - $143K
10.8K $567M
STWD
Starwood Property Trust, Inc.

Real Estate
-4.75K
- 31.1%
$18.95 - $20.37 $89.9K - $96.7K
10.5K $199M
IEP
Icahn Enterprises L.P.

Industrials
-2.76K
- 15.78%
$8.67 - $15.49 $23.9K - $42.8K
14.7K $128M
ICE
Intercontinental Exchange, Inc.

Financial Services
-197
- 2.9%
$148.29 - $166.93 $29.2K - $32.9K
6.6K $984M
TDG
Trans Digm Group Inc

Industrials
-44
- 13.25%
$1239.0 - $1442.53 $54.5K - $63.5K
288 $365M
VIG
Vanguard Dividend Appreciation

ETFs
-529
- 25.53%
N/A
1.54K $302M
NU
Nu Holdings Ltd.

Financial Services
-1.38K
- 4.94%
$10.24 - $15.89 $14.1K - $21.9K
26.6K $275M
ENB
Enbridge Inc

Energy
-2.95K
- 22.04%
$40.4 - $43.92 $119K - $129K
10.4K $442M
O
Realty Income Corp

Real Estate
-914
- 17.91%
$51.76 - $64.71 $47.3K - $59.1K
4.19K $224M
UNP
Union Pacific Corp

Industrials
-139
- 3.83%
$223.15 - $249.32 $31K - $34.7K
3.49K $796M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.12K
- 24.69%
$35.32 - $44.84 $74.7K - $94.8K
6.45K $240M
KLAC
Kla Corp

Technology
-58
- 14.87%
$614.46 - $829.55 $35.6K - $48.1K
332 $209M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-503
- 22.06%
$176.42 - $186.91 $88.7K - $94K
1.78K $316M
MFC
Manulife Financial Corp

Financial Services
-3.49K
- 25.91%
$29.21 - $32.87 $102K - $115K
9.97K $306M
Owlet Inc
-20K
- 56.37%
N/A
15.5K $68.9M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.48K
- 6.42%
$58.65 - $64.37 $86.6K - $95.1K
21.5K $1.27B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.25K
- 18.69%
$46.94 - $51.62 $105K - $116K
9.76K $488M
PLD
Prologis, Inc.

Real Estate
-314
- 14.04%
$101.4 - $126.96 $31.8K - $39.9K
1.92K $203M
F
Ford Motor CO

Consumer Cyclical
-3.34K
- 4.79%
$9.69 - $11.4 $32.3K - $38K
66.3K $657M
HLN
Haleon PLC

Healthcare
-4.34K
- 12.08%
$9.23 - $10.71 $40.1K - $46.5K
31.6K $302M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-288
- 19.41%
$209.89 - $233.24 $60.4K - $67.2K
1.2K $254M
D
Dominion Energy, Inc

Utilities
-692
- 7.35%
$52.63 - $60.92 $36.4K - $42.2K
8.72K $470M
NOW
Service Now, Inc.

Technology
-447
- 18.49%
$867.18 - $1148.42 $388K - $513K
1.97K $2.09B
FICO
Fair Isaac Corp

Technology
-43
- 15.41%
$1911.01 - $2382.4 $82.2K - $102K
236 $470M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-147
- 6.23%
$260.96 - $307.26 $38.4K - $45.2K
2.21K $600M
TECK
Teck Resources LTD

Basic Materials
-116
- 2.12%
$39.99 - $52.38 $4.64K - $6.08K
5.35K $217M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-4.89K
- 26.18%
$9.25 - $10.62 $45.2K - $51.9K
13.8K $134M
BAK
Braskem Sa

Basic Materials
-501
- 2.63%
$3.8 - $7.5 $1.9K - $3.76K
18.6K $71.7M
VEA
Vanguard Ftse Developed Market

ETFs
-39
- 0.3%
$47.57 - $52.44 $1.86K - $2.05K
13.1K $624M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-701
- 14.28%
$81.68 - $82.93 $57.3K - $58.1K
4.21K $345M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-358
- 4.19%
$56.08 - $68.53 $20.1K - $24.5K
8.2K $461M
DBB
Invesco Db Base Metals Fund

ETFs
-1
- -0.0%
$18.85 - $21.42 $18.9 - $21.4
31.3K $591M
CTVA
Corteva, Inc.

Basic Materials
-762
- 8.55%
$55.21 - $64.13 $42.1K - $48.9K
8.15K $464M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-3.69K
- 21.88%
$17.14 - $18.44 $63.2K - $68K
13.2K $233M
LIT
Global X Fds Global X Lithium

ETFs
-886
- 13.41%
$40.78 - $48.97 $36.1K - $43.4K
5.72K $233M
BDX
Becton Dickinson & CO

Healthcare
-37
- 1.16%
$220.02 - $243.75 $8.14K - $9.02K
3.15K $715M
COIN
Coinbase Global, Inc.

Technology
-1.3K
- 33.69%
$163.17 - $343.62 $213K - $448K
2.57K $637M
RINF
Proshares Trust Inflation Expe

ETFs
-1.77K
- 22.18%
$32.2 - $33.48 $56.9K - $59.2K
6.2K $204M
RACE
Ferrari N.V.

Consumer Cyclical
-23
- 2.54%
$422.83 - $490.34 $9.73K - $11.3K
883 $375M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-782
- 3.77%
$61.68 - $67.87 $48.2K - $53.1K
20K $1.24B
CAG
Conagra Brands Inc.

Consumer Defensive
-316
- 3.86%
$26.48 - $32.72 $8.37K - $10.3K
7.87K $218M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.36K
- 17.94%
$17.65 - $18.18 $41.7K - $42.9K
10.8K $191M
CDNS
Cadence Design Systems Inc

Technology
-324
- 18.71%
$249.1 - $324.54 $80.7K - $105K
1.41K $423M
ABEV
Ambev S.A.

Consumer Defensive
-11.2K
- 26.17%
$1.85 - $2.56 $20.7K - $28.6K
31.5K $58.3M
EQIX
Equinix Inc

Real Estate
-64
- 22.38%
$865.69 - $985.0 $55.4K - $63K
222 $209M
IEMG
Ishares Inc

ETFs
-127
- 1.84%
N/A
6.79K $354M
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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