Insigneo Advisory Services, LLC Purchases in Q1 2025

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
3.85K
New
$53.5 - $65.05 $206K - $251K
3.85K $243M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.23K
+ 52.79%
$100.59 - $103.47 $224K - $231K
6.45K $668M
CSX
Csx Corp

Industrials
8.18K
New
$29.11 - $33.67 $238K - $275K
8.18K $241M
LEN
Lennar Corp

Consumer Cyclical
2.1K
New
$113.93 - $141.54 $239K - $297K
2.1K $240M
XLF
Financial Sector Spdr

ETFs
2.33K
+ 3.06%
$47.32 - $52.19 $110K - $122K
78.6K $3.92B
Ge Vernova Inc
807
+ 98.53%
N/A
1.63K $496M
BCAT
Black Rock Capital Allocation Trust

ETFs
15.6K
New
$14.35 - $15.88 $224K - $248K
15.6K $225M
ICE
Intercontinental Exchange, Inc.

Financial Services
404
+ 6.12%
$142.8 - $176.36 $57.7K - $71.2K
7.01K $1.21B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.24K
+ 2.4%
$21.48 - $22.98 $69.6K - $74.5K
138K $3.11B
SSNC
Ss&C Technologies Holdings Inc

Technology
2.68K
New
$74.75 - $89.13 $200K - $239K
2.68K $224M
FISV
Fiserv Inc

Technology
772
+ 22.6%
N/A
4.19K $925M
AER
Aer Cap Holdings N.V.

Industrials
2.18K
New
$94.11 - $105.78 $205K - $230K
2.18K $222M
DSL
Double Line Income Solutions Fund

Financial Services
17.5K
New
$12.53 - $12.88 $219K - $225K
17.5K $220M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 6.13%
$1187.71 - $1432.58 $47.5K - $57.3K
692 $991M
CHK
Chesapeake Energy Corp

Energy
1.96K
New
N/A
1.96K $218M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.13K
New
$192.82 - $222.1 $218K - $251K
1.13K $218M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.68K
New
$81.1 - $94.7 $217K - $254K
2.68K $217M
SPGI
S&P Global Inc.

Financial Services
411
+ 65.13%
$478.26 - $543.77 $197K - $223K
1.04K $530M
GS
Goldman Sachs Group Inc

Financial Services
560
+ 16.06%
$524.81 - $672.19 $294K - $376K
4.05K $2.21B
MMM
3 M CO

Industrials
924
+ 21.12%
$129.7 - $155.12 $120K - $143K
5.3K $778M
FHI
Federated Hermes, Inc.

Financial Services
5.15K
New
$37.58 - $41.51 $193K - $214K
5.15K $210M
STWD
Starwood Property Trust, Inc.

Real Estate
10.2K
+ 96.58%
$18.41 - $20.53 $187K - $208K
20.7K $409M
VBR
Vanguard Small Cap Value ETF

ETFs
1.55K
+ 22.97%
$183.02 - $207.75 $283K - $321K
8.28K $1.54B
HDB
Hdfc Bank LTD

Financial Services
3.09K
New
$58.06 - $66.85 $180K - $207K
3.09K $205M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.11K
New
$161.05 - $222.93 $179K - $247K
1.11K $203M
O
Realty Income Corp

Real Estate
3.16K
+ 75.34%
$51.67 - $58.49 $163K - $185K
7.35K $426M
RODM
Hartford Multifactor Developed

ETFs
6.5K
New
$28.07 - $31.56 $182K - $205K
6.5K $201M
EQIX
Equinix Inc

Real Estate
281
+ 126.58%
$803.0 - $959.97 $226K - $270K
503 $410M
IYH
Ishares Tr

ETFs
3.3K
New
$58.32 - $62.76 $192K - $207K
3.3K $201M
CEPU
Central Puerto S.A.

Utilities
18K
New
$11.09 - $15.9 $200K - $286K
18K $200M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.4K
New
$13.21 - $14.63 $190K - $211K
14.4K $190M
INTC
Intel Corp

Technology
5.96K
+ 34.85%
$19.1 - $27.39 $114K - $163K
23.1K $524M
CDW
Cdw Corp

Technology
1.32K
+ 60.06%
$160.26 - $206.13 $211K - $271K
3.51K $562M
Fidelity Wise Origin Bitcoin
2.94K
+ 86.76%
N/A
6.34K $456M
DE
Deere & CO

Industrials
179
+ 8.84%
$408.57 - $509.27 $73.1K - $91.2K
2.21K $1.03B
PGR
Progressive Corp

Financial Services
195
+ 6.99%
$235.61 - $291.22 $45.9K - $56.8K
2.99K $845M
GE
General Electric CO

Industrials
407
+ 14.49%
$168.59 - $212.13 $68.6K - $86.3K
3.22K $644M
TIP
Ishares Tr Tips Bd ETF

ETFs
487
+ 1.88%
$106.22 - $111.09 $51.7K - $54.1K
26.5K $2.94B
SPYI
Shp ETF Tr Neos S&P 500 High I
5.41K
+ 18.2%
N/A
35.1K $1.68B
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
39.3K
New
$3.88 - $4.37 $153K - $172K
39.3K $172M
VICI
Vici Properties Inc.

Real Estate
3.93K
+ 31.62%
$28.21 - $32.68 $111K - $128K
16.4K $534M
GLW
Corning Inc

Technology
4K
+ 51.56%
$44.91 - $54.25 $179K - $217K
11.7K $538M
ACWI
Ishares Msci Acwi ETF

ETFs
1.59K
+ 11.29%
$115.16 - $124.13 $183K - $197K
15.6K $1.82B
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
20K
+ 86.96%
$8.34 - $8.69 $167K - $174K
43K $359M
TMUS
T Mobile Us, Inc.

Communication Services
344
+ 21.95%
$211.3 - $272.83 $72.7K - $93.9K
1.91K $510M
Grayscale Ethereum Trust ETF
10.8K
New
N/A
10.8K $164M
IAUM
I Shares Gold Trust Micro

ETFs
798
+ 2.93%
$26.29 - $31.17 $21K - $24.9K
28K $873M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
9.83K
+ 42.15%
$15.0 - $15.91 $148K - $156K
33.2K $516M
CRM
Salesforce, Inc.

Technology
2.85K
+ 30.73%
$268.36 - $359.95 $765K - $1.03M
12.1K $3.26B
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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