Insigneo Advisory Services, LLC Purchases in Q2 2025

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTE
Total Energies Se

Energy
1.51K
+ 35.23%
N/A
5.78K $355M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
790
+ 0.62%
$27.29 - $29.28 $21.6K - $23.1K
129K $3.78B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.36K
+ 7.81%
$15.52 - $17.13 $52.2K - $57.6K
46.4K $795M
LPLA
Lpl Financial Holdings Inc.

Financial Services
38
+ 3.19%
$283.31 - $388.96 $10.8K - $14.8K
1.23K $461M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.85K
+ 4.19%
$24.96 - $25.5 $71.1K - $72.7K
70.9K $1.81B
Satellogic Inc
19.1K
New
N/A
19.1K $69.1M
F
Ford Motor CO

Consumer Cyclical
2.99K
+ 6.73%
$8.69 - $10.85 $26K - $32.5K
47.5K $515M
ITUB
Itau Unibanco Holding S.A.

Financial Services
5.54K
+ 23.41%
$5.24 - $6.81 $29K - $37.7K
29.2K $198M
SAN
Banco Santander, S.A.

Financial Services
5.34K
+ 36.28%
$5.72 - $8.32 $30.6K - $44.5K
20.1K $167M
Aptiv PLC
315
+ 6.21%
N/A
5.39K $368M
ONON
On Holding Ag

Consumer Cyclical
32
+ 0.42%
$37.65 - $60.68 $1.2K - $1.94K
7.71K $401M
EXPE
Expedia Group, Inc.

Consumer Cyclical
373
+ 24.06%
$136.63 - $176.62 $51K - $65.9K
1.92K $324M
LUMN
Lumen Technologies, Inc.

Communication Services
14.6K
New
$3.07 - $4.51 $44.7K - $65.7K
14.6K $63.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
62
+ 0.62%
$40.94 - $52.1 $2.54K - $3.23K
10K $521M
First Tr Exchng Traded Fd Vi
935
+ 6.07%
N/A
16.3K $637M
SCHG
Schwab Strategic Tr Us Large C

ETFs
636
+ 5.94%
$22.27 - $29.21 $14.2K - $18.6K
11.3K $331M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
238
+ 21.9%
$421.16 - $509.5 $100K - $121K
1.33K $590M
AOM
Ishares Tr Core Moderate Alloc

ETFs
24
+ 0.09%
$41.55 - $46.04 $997 - $1.1K
27.9K $1.28B
ENB
Enbridge Inc

Energy
1.1K
+ 10.53%
$41.09 - $47.16 $45K - $51.6K
11.5K $520M
ECH
Ishares Inc Mcsi Chile ETF

ETFs
374
+ 1.27%
$26.5 - $33.24 $9.91K - $12.4K
29.9K $941M
ARES
Ares Management Corp

Financial Services
131
+ 9.58%
$118.04 - $175.83 $15.5K - $23K
1.5K $259M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
396
+ 0.56%
$96.84 - $99.46 $38.3K - $39.4K
70.8K $7.02B
PFE
Pfizer Inc

Healthcare
4.94K
+ 8.59%
$21.59 - $24.84 $107K - $123K
62.5K $1.51B
CHY
Calamos Convertible & High Income Fund

Financial Services
4.12K
+ 34.63%
$9.18 - $10.99 $37.9K - $45.3K
16K $176M
VB
Vanguard Small Cap ETF

ETFs
149
+ 11.31%
$193.73 - $237.37 $28.9K - $35.4K
1.47K $347M
BBD
Bank Bradesco

Financial Services
11.5K
+ 52.08%
$2.02 - $3.09 $23.3K - $35.6K
33.6K $104M
OXY
Occidental Petroleum Corp

Energy
2.66K
+ 33.4%
$36.11 - $49.33 $95.9K - $131K
10.6K $446M
GD
General Dynamics Corp

Industrials
60
+ 3.27%
$247.68 - $291.66 $14.9K - $17.5K
1.89K $552M
CI
Cigna Corp

Healthcare
147
+ 10.46%
$301.89 - $340.04 $44.4K - $50K
1.55K $513M
IYH
Ishares Tr

ETFs
1.16K
+ 35.04%
$53.97 - $60.17 $62.3K - $69.5K
4.45K $251M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
849
+ 7.86%
$51.68 - $52.76 $43.9K - $44.8K
11.7K $615M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.96K
+ 7.21%
$8.72 - $10.05 $34.5K - $39.8K
58.8K $591M
DOV
Dover Corp

Industrials
167
+ 7.25%
$151.14 - $186.7 $25.2K - $31.2K
2.47K $453M
MO
Altria Group, Inc.

Consumer Defensive
1.08K
+ 9.81%
$55.56 - $60.91 $59.8K - $65.5K
12K $706M
HTZ
Hertz Global Holdings, Inc

Industrials
2.03K
+ 17.4%
$3.65 - $8.65 $7.41K - $17.6K
13.7K $93.6M
HDB
Hdfc Bank LTD

Financial Services
152
+ 4.92%
$63.78 - $77.48 $9.69K - $11.8K
3.24K $249M
FTNT
Fortinet, Inc.

Technology
84
+ 2.35%
$84.71 - $108.69 $7.12K - $9.13K
3.66K $387M
CVX
Chevron Corp

Energy
3.5K
+ 18.39%
$133.73 - $168.51 $468K - $590K
22.5K $3.23B
BK
Bank Of New York Mellon Corp

Financial Services
267
+ 10.72%
$73.31 - $91.62 $19.6K - $24.5K
2.76K $251M
CAG
Conagra Brands Inc.

Consumer Defensive
4.5K
+ 55.69%
$20.4 - $26.78 $91.9K - $121K
12.6K $258M
SCHX
Schwab Strategic Tr Us Large C

ETFs
496
+ 4.0%
$19.6 - $24.44 $9.72K - $12.1K
12.9K $315M
CSQ
Calamos Strategic Total Return Fund

Financial Services
750
+ 5.69%
$13.86 - $18.24 $10.4K - $13.7K
13.9K $254M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
422
+ 6.54%
$102.02 - $103.5 $43.1K - $43.7K
6.88K $708M
SO
Southern CO

Utilities
412
+ 12.68%
$84.91 - $92.56 $35K - $38.1K
3.66K $336M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.26K
+ 12.58%
$11.9 - $15.57 $15K - $19.6K
11.3K $173M
LEN
Lennar Corp

Consumer Cyclical
388
+ 18.52%
$102.76 - $115.66 $39.9K - $44.9K
2.48K $275M
USB
Us Bancorp \De\

Financial Services
376
+ 6.66%
$36.4 - $45.76 $13.7K - $17.2K
6.02K $272M
PNC
Pnc Financial Services Group, Inc.

Financial Services
50
+ 2.16%
$149.76 - $186.42 $7.49K - $9.32K
2.36K $440M
MDT
Medtronic PLC

Healthcare
581
+ 8.06%
$80.68 - $88.86 $46.9K - $51.6K
7.79K $679M
Activity Summary
Buys All Purchases 396 New Holdings 86 Increased Positions 310 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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