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
FIS
Fidelity National Information Services, Inc.

Technology
-260
- 3.86%
$80.14 - $90.95 $20.8K - $23.6K
6.48K $524M
HUBS
Hubspot Inc

Technology
-180
- 35.09%
$514.07 - $757.4 $92.5K - $136K
333 $232M
XLI
Industrial Sector Spdr

ETFs
-172
- 3.51%
$131.76 - $143.99 $22.7K - $24.8K
4.73K $623M
PDI
Pimco Dynamic Income Fund

Financial Services
-122
- 0.64%
$18.33 - $20.85 $2.24K - $2.54K
19K $349M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-449
- 6.29%
$51.33 - $53.74 $23K - $24.1K
6.69K $344M
EA
Electronic Arts Inc.

Communication Services
-315
- 12.45%
$140.69 - $167.97 $44.3K - $52.9K
2.22K $324M
WM
Waste Management Inc

Industrials
-87
- 2.42%
$201.79 - $228.46 $17.6K - $19.9K
3.5K $707M
WDAY
Workday, Inc.

Technology
-281
- 9.97%
$233.85 - $279.91 $65.7K - $78.7K
2.54K $655M
MMM
3 M CO

Industrials
-4
- 0.09%
$124.74 - $137.12 $499 - $548
4.37K $565M
CTSH
Cognizant Technology Solutions Corp

Technology
-400
- 8.79%
$74.37 - $82.32 $29.7K - $32.9K
4.15K $319M
Canopy Growth Corp
-70
- 0.48%
N/A
14.5K $39.7M
BSY
Bentley Systems Inc

Technology
-157
- 2.86%
$46.59 - $51.09 $7.31K - $8.02K
5.33K $249M
SKYY
First Trust Cloud Computing Et

ETFs
-1.1K
- 18.18%
$99.98 - $130.46 $110K - $144K
4.95K $590M
EPD
Enterprise Products Partners L.P.

Energy
-2.05K
- 12.74%
$28.66 - $34.43 $58.8K - $70.7K
14.1K $441M
AGNC
Agnc Investment Corp.

Real Estate
-952
- 7.22%
$9.21 - $10.59 $8.77K - $10.1K
12.2K $113M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-748
- 3.43%
$24.19 - $24.63 $18.1K - $18.4K
21.1K $510M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-365
- 6.62%
$72.62 - $77.83 $26.5K - $28.4K
5.15K $381M
IEF
Ishares Barclays

ETFs
-51
- 1.6%
$92.08 - $98.18 $4.7K - $5.01K
3.14K $291M
WSO
Watsco Inc

Industrials
-26
- 4.57%
$466.57 - $568.78 $12.1K - $14.8K
543 $257M
SRE
Sempra Energy

Utilities
-410
- 11.46%
$80.81 - $94.77 $33.1K - $38.9K
3.17K $278M
LCID
Lucid Group, Inc.

Consumer Cyclical
-3.95K
- 24.64%
$2.01 - $3.44 $7.93K - $13.6K
12.1K $36.4M
NXST
Nexstar Media Group, Inc.

Communication Services
-10
- 0.54%
$157.01 - $188.5 $1.57K - $1.89K
1.84K $290M
UAL
United Airlines Holdings, Inc.

Industrials
-1.71K
- 45.37%
$55.62 - $102.44 $95.2K - $175K
2.06K $200M
GWW
W.W. Grainger, Inc.

Industrials
-17
- 7.42%
$1023.06 - $1220.93 $17.4K - $20.8K
212 $223M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-670
- 4.51%
$5.83 - $6.64 $3.91K - $4.45K
14.2K $84.7M
First Tr Exchng Traded Fd Vi
-800
- 3.1%
N/A
25K $921M
TFC
Truist Financial Corp

Financial Services
-533
- 3.07%
$41.51 - $48.1 $22.1K - $25.6K
16.8K $730M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-50
- 0.21%
$15.05 - $16.03 $753 - $802
23.3K $356M
Snap Inc
-13K
- 38.24%
N/A
21K $20.4M
Array Technologies Inc
-16K
- 48.48%
N/A
17K $12.4M
EQR
Equity Residential

Real Estate
-54
- 1.79%
$69.12 - $77.48 $3.73K - $4.18K
2.97K $213M
TRV
Travelers Companies, Inc.

Financial Services
-124
- 4.39%
$225.97 - $266.66 $28K - $33.1K
2.7K $650M
TDY
Teledyne Technologies Inc

Technology
-67
- 8.01%
$436.59 - $489.24 $29.3K - $32.8K
769 $357M
SPG
Simon Property Group Inc

Real Estate
-99
- 3.82%
$167.23 - $183.84 $16.6K - $18.2K
2.49K $429M
BOTZ
Global X Fds

ETFs
-200
- 2.0%
$31.11 - $34.18 $6.22K - $6.84K
9.78K $313M
American Airlines Group Inc
-10K
- 40.0%
N/A
15K $17.5M
Exact Sciences Corp
-7K
- 31.82%
N/A
15K $13.2M
Itron Inc
-6K
- 20.69%
N/A
23K $23.8M
Sunnova Energy Intl Inc.
-5K
- 33.33%
N/A
10K $3.75M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-26
- 0.61%
$100.24 - $101.35 $2.61K - $2.64K
4.22K $425M
ALL
Allstate Corp

Financial Services
-49
- 3.9%
$181.25 - $208.2 $8.88K - $10.2K
1.21K $233M
Wolfspeed Inc
-15K
- 38.46%
N/A
24K $9.84M
FLEX
Flex Ltd.

Technology
-2.69K
- 13.5%
$32.52 - $41.3 $87.4K - $111K
17.2K $661M
Block Inc
-5K
- 29.41%
N/A
12K $10.4M
Alliant Energy Corp
-3K
- 17.65%
N/A
14K $14.4M
MSCI
Msci Inc.

Financial Services
-21
- 3.4%
$569.09 - $635.99 $12K - $13.4K
596 $358M
FAST
Fastenal CO

Industrials
-30
- 1.03%
$69.99 - $84.35 $2.1K - $2.53K
2.88K $207M
ZBRA
Zebra Technologies Corp

Technology
-25
- 4.21%
$360.09 - $411.94 $9K - $10.3K
569 $220M
RPM
Rpm International Inc

Basic Materials
-30
- 1.41%
$120.09 - $140.26 $3.6K - $4.21K
2.09K $258M
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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