Insigneo Advisory Services, LLC Incresed Positions in Q1 2025

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.1K
+ 10.7%
$442.66 - $534.52 $2.7M - $3.26M
63.1K $33.6B
GLD
Spdr Gold Trust

ETFs
4.81K
+ 7.71%
$243.19 - $288.14 $1.17M - $1.38M
67.1K $19.3B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 50.0%
$663000.0 - $801950.0 $1.99M - $2.41M
9 $7.19B
VIST
Vista Energy, S.A.B. De C.V.

Energy
47.1K
+ 357.92%
$42.58 - $59.5 $2.01M - $2.8M
60.3K $2.81B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
20.3K
+ 481.82%
$81.83 - $82.73 $1.66M - $1.68M
24.5K $2.02B
YPF
Ypf Sociedad Anonima

Energy
55.3K
+ 143.78%
$31.56 - $46.03 $1.74M - $2.54M
93.7K $3.28B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.1K
+ 27.82%
$80.53 - $147.57 $410K - $752K
23.4K $3.1B
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.53K
+ 110.25%
$307.43 - $357.48 $1.7M - $1.98M
10.5K $3.26B
VALE
Vale S.A.

Basic Materials
146K
+ 284.27%
$8.5 - $10.19 $1.24M - $1.49M
197K $1.97B
XOM
Exxon Mobil Corp

Energy
6.84K
+ 17.37%
$105.44 - $118.93 $721K - $813K
46.2K $5.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.91K
+ 18.44%
$169.43 - $182.84 $1.17M - $1.26M
44.4K $7.69B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
41.9K
+ 160.03%
$25.44 - $25.58 $1.06M - $1.07M
68K $1.74B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.4K
+ 41.98%
$50.48 - $51.04 $1.03M - $1.04M
68.9K $3.5B
META
Meta Platforms, Inc.

Communication Services
2.3K
+ 6.59%
$576.36 - $736.67 $1.33M - $1.7M
37.2K $21.5B
V
Visa Inc.

Financial Services
397
+ 1.63%
$306.92 - $362.71 $122K - $144K
24.7K $8.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.91K
+ 15.54%
$468.34 - $539.52 $2.3M - $2.65M
36.5K $17.1B
LLY
Eli Lilly & CO

Healthcare
777
+ 14.14%
$725.72 - $929.72 $564K - $722K
6.27K $5.18B
IAU
Ishares Gold Trust

ETFs
10.8K
+ 37.84%
$49.74 - $58.96 $535K - $635K
39.2K $2.31B
NFLX
Netflix Inc

Communication Services
624
+ 9.04%
$828.4 - $1058.6 $517K - $661K
7.53K $7.02B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12K
+ 57.24%
$34.58 - $45.97 $414K - $551K
32.9K $1.51B
MELI
Mercadolibre Inc

Consumer Cyclical
167
+ 9.49%
$1739.0 - $2260.0 $290K - $377K
1.93K $3.76B
XLK
Technology Sector Spdr

ETFs
4.74K
+ 49.89%
$206.38 - $242.18 $979K - $1.15M
14.3K $2.94B
MA
Mastercard Inc

Financial Services
839
+ 7.9%
$504.67 - $576.31 $423K - $484K
11.5K $6.28B
PHYS
Sprott Physical Gold Trust

Financial Services
14.3K
+ 16.41%
$20.25 - $24.06 $289K - $343K
101K $2.43B
T
At&T Inc.

Communication Services
10.6K
+ 15.23%
$21.56 - $28.28 $228K - $299K
79.9K $2.26B
Amplify ETF Tr
5.54K
+ 2.03%
N/A
279K $3.38B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.1K
+ 12.97%
$27.01 - $28.54 $543K - $574K
175K $4.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.14K
+ 12.12%
$507.05 - $563.67 $1.08M - $1.21M
19.8K $10.2B
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 6.09%
$142.06 - $167.7 $177K - $209K
21.7K $3.59B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
921
+ 2.29%
$43.79 - $57.46 $40.3K - $52.9K
41.2K $2.36B
COST
Costco Wholesale Corp

Consumer Defensive
484
+ 9.83%
$890.62 - $1076.86 $431K - $521K
5.41K $5.12B
KO
Coca Cola CO

Consumer Defensive
2.43K
+ 5.53%
$60.81 - $72.32 $148K - $176K
46.3K $3.32B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
12.9K
+ 22.17%
$42.38 - $43.28 $547K - $559K
71.1K $3.03B
UBER
Uber Technologies, Inc

Technology
3.38K
+ 15.06%
$63.17 - $81.49 $213K - $275K
25.8K $1.88B
MSTR
Microstrategy Inc

Technology
1.81K
+ 84.86%
$239.27 - $396.5 $432K - $716K
3.93K $1.13B
MU
Micron Technology Inc

Technology
5.28K
+ 42.2%
$86.89 - $109.38 $459K - $578K
17.8K $1.55B
FXI
Ishares Tr

ETFs
4.33K
+ 6.92%
$28.65 - $38.55 $124K - $167K
66.8K $2.4B
PM
Philip Morris International Inc.

Consumer Defensive
1.05K
+ 13.02%
$117.15 - $158.79 $123K - $167K
9.14K $1.45B
PAM
Pampa Energy Inc.

Utilities
6.39K
+ 258.5%
$73.44 - $94.88 $469K - $606K
8.86K $684M
IBM
International Business Machines Corp

Technology
1.11K
+ 17.78%
$217.4 - $264.74 $241K - $293K
7.33K $1.82B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.5K
+ 12.79%
$28.55 - $29.09 $415K - $423K
128K $3.7B
SBUX
Starbucks Corp

Consumer Cyclical
3.92K
+ 47.23%
$91.75 - $115.81 $359K - $454K
12.2K $1.2B
ABBV
Abb Vie Inc.

Healthcare
50
+ 0.37%
$169.2 - $216.66 $8.46K - $10.8K
13.5K $2.82B
WMT
Walmart Inc.

Consumer Defensive
6.31K
+ 13.48%
$84.5 - $105.05 $533K - $663K
53.1K $4.66B
SRLN
Ssga Active Trust

ETFs
11K
+ 29.13%
$41.02 - $41.99 $452K - $462K
48.8K $2.01B
BSX
Boston Scientific Corp

Healthcare
2.91K
+ 24.78%
$89.38 - $106.18 $260K - $309K
14.6K $1.48B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.12K
+ 23.27%
$77.7 - $78.94 $398K - $404K
27.1K $2.14B
WM
Waste Management Inc

Industrials
1.36K
+ 38.93%
$200.54 - $233.78 $274K - $319K
4.87K $1.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.55K
+ 14.96%
$85.29 - $92.57 $303K - $329K
27.3K $2.48B
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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