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
Jacobs Solutions Inc
-18
- 0.98%
N/A
1.81K $242M
First Tr Exchng Traded Fd Vi
-228
- 1.26%
N/A
17.9K $670M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-6
- 0.1%
$41.16 - $42.25 $247 - $254
6.29K $266M
DDOG
Datadog, Inc.

Technology
-508
- 17.91%
$113.98 - $168.65 $57.9K - $85.7K
2.33K $333M
VTI
Vanguard Total Stock Market Et

ETFs
-374
- 2.17%
$280.04 - $302.45 $105K - $113K
16.9K $4.89B
SAIA
Saia Inc

Industrials
-7
- 1.08%
$411.44 - $569.08 $2.88K - $3.98K
642 $293M
XLC
Select Sector Spdr Tr Communic

ETFs
-75
- 2.54%
$89.66 - $102.16 $6.72K - $7.66K
2.87K $278M
BK
Bank Of New York Mellon Corp

Financial Services
-177
- 3.22%
$70.82 - $81.87 $12.5K - $14.5K
5.32K $409M
SAP
Sap Se

Technology
-175
- 5.24%
$218.13 - $255.54 $38.2K - $44.7K
3.17K $779M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-311
- 16.41%
$146.47 - $191.01 $45.6K - $59.4K
1.58K $295M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-138
- 0.61%
$28.37 - $30.25 $3.92K - $4.17K
22.6K $672M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-1.2K
- 3.85%
$0.49 - $1.84 $588 - $2.21K
30K $50.4M
MRVL
Marvell Technology, Inc.

Technology
-1.35K
- 29.49%
$70.31 - $124.78 $95.2K - $169K
3.24K $358M
SE
Sea LTD

Consumer Cyclical
-27
- 1.08%
$93.56 - $117.41 $2.53K - $3.17K
2.48K $263M
ENFR
Alerian Energy Infrastructure

ETFs
-95
- 0.83%
$28.52 - $33.11 $2.71K - $3.15K
11.3K $353M
SCHW
Schwab Charles Corp

Financial Services
-917
- 8.57%
$63.31 - $82.85 $58.1K - $76K
9.78K $724M
Brookfield Corp
-18
- 0.24%
N/A
7.38K $424M
MCK
Mckesson Corp

Healthcare
-32
- 4.32%
$482.27 - $628.5 $15.4K - $20.1K
709 $404M
CSCO
Cisco Systems, Inc.

Technology
-1.63K
- 7.19%
$52.45 - $60.02 $85.6K - $98K
21.1K $1.25B
GOOG
Alphabet Inc.

Communication Services
-7.21K
- 11.84%
$163.08 - $198.16 $1.17M - $1.43M
53.7K $10.2B
ET
Energy Transfer LP

Energy
-3.3K
- 10.74%
$16.05 - $19.86 $53K - $65.6K
27.4K $537M
MSTR
Microstrategy Inc

Technology
-1.23K
- 36.64%
$162.69 - $473.83 $200K - $583K
2.13K $616M
MAR
Marriott International Inc

Consumer Cyclical
-29
- 1.5%
$246.06 - $292.59 $7.14K - $8.49K
1.91K $532M
XLY
Select Sector Spdr Consumer Di

ETFs
-23
- 0.97%
$194.8 - $239.43 $4.48K - $5.51K
2.34K $525M
COF
Capital One Financial Corp

Financial Services
-139
- 5.0%
$145.19 - $192.01 $20.2K - $26.7K
2.64K $471M
COST
Costco Wholesale Corp

Consumer Defensive
-97
- 1.93%
$873.59 - $994.69 $84.7K - $96.5K
4.93K $4.51B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.66K
- 9.28%
$45.39 - $62.98 $75.3K - $104K
16.2K $920M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-527
- 2.77%
$77.25 - $91.3 $40.7K - $48.1K
18.5K $1.58B
SNOW
Snowflake Inc.

Technology
-351
- 8.96%
$109.65 - $186.51 $38.5K - $65.5K
3.57K $551M
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.11%
$473.15 - $574.01 $946 - $1.15K
1.89K $1.01B
WMT
Walmart Inc.

Consumer Defensive
-3.83K
- 7.56%
$79.1 - $95.7 $303K - $366K
46.8K $4.23B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-210
- 3.13%
$47.29 - $84.74 $9.93K - $17.8K
6.5K $481M
SUPV
Grupo Supervielle S.A.

Financial Services
-15.1K
- 31.72%
$7.03 - $15.83 $106K - $240K
32.6K $493M
SQ
Block, Inc.

Technology
-233
- 2.31%
$65.06 - $98.92 $15.2K - $23K
9.84K $836M
HON
Honeywell International Inc

Industrials
-846
- 3.37%
$202.84 - $236.0 $172K - $200K
24.3K $5.48B
AXON
Axon Enterprise, Inc.

Industrials
-14
- 0.89%
$399.22 - $689.78 $5.59K - $9.66K
1.55K $924M
CRM
Salesforce, Inc.

Technology
-683
- 6.86%
$270.87 - $367.87 $185K - $251K
9.28K $3.1B
SHOP
Shopify Inc.

Technology
-3.95K
- 12.49%
$78.14 - $119.49 $309K - $472K
27.7K $2.94B
DIS
Walt Disney CO

Communication Services
-715
- 1.62%
$92.39 - $117.6 $66.1K - $84.1K
43.5K $4.85B
YPF
Ypf Sociedad Anonima

Energy
-8.91K
- 18.82%
$21.67 - $44.88 $193K - $400K
38.4K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
-779
- 2.35%
$205.18 - $250.29 $160K - $195K
32.4K $7.76B
V
Visa Inc.

Financial Services
-801
- 3.19%
$273.87 - $320.91 $219K - $257K
24.3K $7.68B
NFLX
Netflix Inc

Communication Services
-465
- 6.31%
$687.65 - $936.56 $320K - $436K
6.9K $6.15B
AVGO
Broadcom Inc.

Technology
-1.33K
- 6.11%
$159.67 - $250.0 $212K - $332K
20.4K $4.73B
AAPL
Apple Inc.

Technology
-17.9K
- 4.53%
$221.69 - $259.02 $3.98M - $4.64M
378K $94.6B
NVDA
Nvidia Corp

Technology
-4.51K
- 1.55%
$117.0 - $148.88 $528K - $672K
287K $38.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-4.6K
- 11.17%
$213.65 - $479.86 $983K - $2.21M
36.6K $14.8B
AMZN
Amazon Com Inc

Consumer Cyclical
-8.95K
- 4.46%
$180.88 - $232.93 $1.62M - $2.08M
192K $42.1B
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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