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
SHG
Shinhan Financial Group CO LTD

Financial Services
-10
- 0.09%
N/A
11.6K $373M
Ionis Pharmaceuticals Inc
-8K
- 44.44%
N/A
10K $9.69M
Cable One Inc
-9K
- 47.37%
N/A
10K $7.94M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-1.11K
- 7.81%
$5.87 - $6.26 $6.51K - $6.94K
13.1K $77.1M
HESM
Hess Midstream LP

Energy
-913
- 15.52%
$37.59 - $43.88 $34.3K - $40.1K
4.97K $210M
Rivian Automotive Inc
-6K
- 33.33%
N/A
12K $11.7M
KHC
Kraft Heinz CO

Consumer Defensive
-111
- 1.6%
$28.51 - $32.22 $3.16K - $3.58K
6.84K $208M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-5
- 0.08%
$41.09 - $43.24 $205 - $216
6.28K $261M
CCI
Crown Castle International Corp

Real Estate
-531
- 14.1%
$84.33 - $106.39 $44.8K - $56.5K
3.24K $337M
SHW
Sherwin Williams CO

Basic Materials
-68
- 3.13%
$330.16 - $365.55 $22.5K - $24.9K
2.1K $734M
On Semiconductor Corp
-1K
- 3.33%
N/A
29K $25M
GD
General Dynamics Corp

Industrials
-75
- 3.93%
$241.94 - $272.58 $18.1K - $20.4K
1.83K $500M
ALL
Allstate Corp

Financial Services
-95
- 7.86%
$180.99 - $210.18 $17.2K - $20K
1.11K $230M
Array Technologies Inc
-3K
- 17.65%
N/A
14K $10.3M
IEMG
Ishares Inc

ETFs
-257
- 3.79%
N/A
6.53K $353M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-500
- 7.19%
N/A
6.45K $230M
Firstenergy Corp
-1K
- 7.69%
N/A
12K $12.1M
Digitalocean Hldgs Inc
-2K
- 5.88%
N/A
32K $29.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.77K
- 27.31%
$9.49 - $14.83 $35.7K - $55.8K
10K $137M
FTNT
Fortinet, Inc.

Technology
-36
- 1.0%
$92.49 - $114.57 $3.33K - $4.12K
3.58K $345M
BAX
Baxter International Inc

Healthcare
-1.01K
- 13.45%
$29.26 - $36.57 $29.5K - $36.9K
6.49K $222M
SLB
Schlumberger Limited

Energy
-1.1K
- 7.66%
$38.4 - $43.74 $42.2K - $48K
13.2K $553M
GPC
Genuine Parts CO

Consumer Cyclical
-48
- 1.09%
$115.91 - $129.02 $5.56K - $6.19K
4.35K $518M
HUM
Humana Inc

Healthcare
-38
- 2.79%
$249.11 - $303.11 $9.47K - $11.5K
1.32K $350M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-148
- 0.53%
$42.93 - $44.71 $6.35K - $6.62K
27.9K $1.22B
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2.18K
- 26.58%
$55.75 - $77.63 $121K - $169K
6.02K $467M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6
- 0.09%
$50.82 - $52.7 $305 - $316
6.68K $351M
PAGP
Plains Gp Holdings LP

Energy
-1.25K
- 11.05%
$18.52 - $22.13 $23.1K - $27.6K
10K $214M
Ge Healthcare Technologies I
-129
- 1.73%
N/A
7.33K $591M
Vizsla Silver Corp
-1
- 0.01%
N/A
16K $36.3M
SE
Sea LTD

Consumer Cyclical
-380
- 15.34%
$104.87 - $146.31 $39.9K - $55.6K
2.1K $274M
FTCS
First Trust Capital Strength E

ETFs
-11
- 0.17%
$86.39 - $91.35 $950 - $1K
6.58K $590M
FVD
First Tr Value Line Divid Inde

ETFs
-90
- 0.56%
$42.61 - $45.51 $3.83K - $4.1K
16.1K $719M
PG
Procter & Gamble CO

Consumer Defensive
-146
- 1.03%
$158.56 - $176.26 $23.1K - $25.7K
14K $2.39B
ENB
Enbridge Inc

Energy
-22
- 0.21%
$41.54 - $45.45 $914 - $1K
10.4K $460M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-173
- 13.73%
$402.49 - $513.76 $69.6K - $88.9K
1.09K $527M
Kenvue Inc
-1.02K
- 5.95%
N/A
16.1K $385M
ALC
Alcon Inc

Healthcare
-381
- 6.0%
$82.73 - $96.8 $31.5K - $36.9K
5.97K $563M
CVS
Cvs Health Corp

Healthcare
-1.66K
- 27.69%
$44.22 - $68.64 $73.2K - $114K
4.32K $293M
SAN
Banco Santander, S.A.

Financial Services
-766
- 4.94%
$4.46 - $7.14 $3.42K - $5.47K
14.7K $98.7M
AMT
American Tower Corp

Real Estate
-537
- 12.06%
$173.46 - $217.6 $93.1K - $117K
3.92K $852M
CI
Cigna Corp

Healthcare
-126
- 8.22%
$274.49 - $329.0 $34.6K - $41.5K
1.41K $463M
TRV
Travelers Companies, Inc.

Financial Services
-54
- 2.0%
$232.43 - $265.13 $12.6K - $14.3K
2.64K $699M
NVS
Novartis Ag

Healthcare
-144
- 3.12%
$97.14 - $115.57 $14K - $16.6K
4.48K $499M
AZN
Astrazeneca PLC

Healthcare
-40
- 0.49%
$65.37 - $77.96 $2.61K - $3.12K
8.08K $594M
United Sts Nat Gas Fd LP
-357
- 2.45%
N/A
14.2K $307M
CB
Chubb LTD

Financial Services
-81
- 2.19%
$257.71 - $301.99 $20.9K - $24.5K
3.63K $1.09B
VEU
Vanguard Ftse All World Ex Us

ETFs
-837
- 2.22%
$56.51 - $62.98 $47.3K - $52.7K
36.9K $2.24B
COP
Conocophillips

Energy
-2
- 0.01%
$88.6 - $105.85 $177 - $212
13.5K $1.42B
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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