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
SPYG
Spdr Portfolio

ETFs
736
+ 12.68%
$80.05 - $92.39 $58.9K - $68K
6.54K $526M
Lyft Inc
16K
New
N/A
16K $15.4M
Workiva Inc
16K
New
N/A
16K $14.9M
Xometry Inc
13K
New
N/A
13K $12.6M
TPIC
Tpi Composites, Inc

Industrials
15K
New
$0.78 - $1.92 $11.7K - $28.8K
15K $12.1M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
111
+ 2.81%
$106.46 - $114.75 $11.8K - $12.7K
4.07K $448M
ADI
Analog Devices Inc

Technology
155
+ 8.36%
$201.56 - $243.82 $31.2K - $37.8K
2.01K $405M
On Semiconductor Corp
10K
New
N/A
10K $10.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.49%
$128.74 - $138.67 $1.54K - $1.66K
2.48K $337M
Ncl Corp LTD
12K
+ 63.16%
N/A
31K $30.1M
Shift4 Pmts Inc
10K
New
N/A
10K $10.1M
Cloudflare Inc
10K
New
N/A
10K $10M
Travere Therapeutics Inc
10K
New
N/A
10K $9.94M
Amphastar Pharmaceuticals In
11K
New
N/A
11K $9.76M
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
10K
New
$0.95 - $2.08 $9.5K - $20.8K
10K $9.54M
FIS
Fidelity National Information Services, Inc.

Technology
656
+ 10.12%
$68.12 - $83.42 $44.7K - $54.7K
7.14K $533M
MUB
Ishares National Muni Bond ETF

ETFs
110
+ 4.68%
$104.71 - $107.69 $11.5K - $11.8K
2.46K $259M
DD
Du Pont De Nemours, Inc.

Basic Materials
227
+ 4.24%
$72.7 - $84.32 $16.5K - $19.1K
5.58K $416M
VT
Vanguard Total World Stk Index

ETFs
386
+ 1.63%
$115.08 - $123.97 $44.4K - $47.9K
24.1K $2.79B
HSY
Hershey CO

Consumer Defensive
30
+ 1.75%
$144.74 - $186.36 $4.34K - $5.59K
1.75K $299M
Itron Inc
7K
+ 30.43%
N/A
30K $30.8M
Blackrock Inc
63
+ 9.4%
N/A
733 $694M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
390
+ 3.89%
$14.22 - $14.83 $5.55K - $5.78K
10.4K $151M
OXY
Occidental Petroleum Corp

Energy
129
+ 1.65%
$45.45 - $52.7 $5.86K - $6.8K
7.95K $393M
DOV
Dover Corp

Industrials
174
+ 8.17%
$174.65 - $206.43 $30.4K - $35.9K
2.3K $405M
Lumentum Hldgs Inc
6K
+ 60.0%
N/A
16K $14.7M
MET
Metlife Inc

Financial Services
131
+ 3.54%
$77.7 - $87.0 $10.2K - $11.4K
3.83K $308M
Shake Shack Inc
6K
+ 60.0%
N/A
16K $14.7M
Jacobs Solutions Inc
216
+ 11.93%
N/A
2.03K $245M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62
+ 1.45%
$49.78 - $53.19 $3.09K - $3.3K
4.33K $221M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
35
+ 0.7%
N/A
5.04K $252M
BBDC
Barings Bdc, Inc.

Financial Services
286
+ 2.4%
$9.36 - $10.78 $2.68K - $3.08K
12.2K $116M
Vail Resorts Inc
2K
+ 18.18%
N/A
13K $12.5M
Coinbase Global Inc
4K
+ 14.81%
N/A
31K $30.3M
GWW
W.W. Grainger, Inc.

Industrials
16
+ 7.55%
$953.54 - $1132.42 $15.3K - $18.1K
228 $225M
TTEK
Tetra Tech Inc

Industrials
2.33K
+ 36.7%
$28.26 - $42.58 $65.9K - $99.3K
8.69K $254M
VB
Vanguard Small Cap ETF

ETFs
105
+ 8.66%
$217.89 - $252.64 $22.9K - $26.5K
1.32K $292M
EQR
Equity Residential

Real Estate
12
+ 0.4%
$66.98 - $75.02 $804 - $900
2.98K $214M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
10
+ 0.54%
$120.5 - $145.97 $1.21K - $1.46K
1.87K $247M
LCID
Lucid Group, Inc.

Consumer Cyclical
2.39K
+ 19.8%
$2.03 - $3.48 $4.85K - $8.32K
14.5K $35M
FDN
First Tr Fd Dow Jones

ETFs
73
+ 8.64%
$221.38 - $266.86 $16.2K - $19.5K
918 $204M
NNDM
Nano Dimension Ltd.

Technology
4K
+ 40.0%
$1.59 - $2.66 $6.36K - $10.6K
14K $22.3M
CAG
Conagra Brands Inc.

Consumer Defensive
216
+ 2.74%
$23.9 - $27.67 $5.16K - $5.98K
8.09K $216M
DBA
Invesco Db Agriculture Fund

ETFs
85
+ 0.32%
$26.05 - $28.38 $2.21K - $2.41K
27K $711M
TFC
Truist Financial Corp

Financial Services
796
+ 4.73%
$39.48 - $48.15 $31.4K - $38.3K
17.6K $726M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
373
+ 3.16%
$7.72 - $9.45 $2.88K - $3.52K
12.2K $97.4M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
373
+ 2.97%
$50.25 - $55.9 $18.7K - $20.9K
12.9K $666M
ALLE
Allegion PLC

Industrials
3
+ 0.01%
$123.79 - $135.5 $371 - $407
32.6K $4.25B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
767
+ 1.81%
$16.76 - $17.69 $12.9K - $13.6K
43K $721M
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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