Insigneo Advisory Services, LLC Incresed Positions in Q2 2025

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
Advisors Inner Circle Fd Ii
1.58K
+ 12.37%
N/A
14.4K $364M
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 7.29%
$41.67 - $45.62 $89K - $97.4K
31.4K $1.36B
SHW
Sherwin Williams CO

Basic Materials
126
+ 5.99%
$313.51 - $363.51 $39.5K - $45.8K
2.23K $765M
UL
Unilever PLC

Consumer Defensive
248
+ 2.72%
$57.9 - $65.43 $14.4K - $16.2K
9.37K $573M
ABEV
Ambev S.A.

Consumer Defensive
9.96K
+ 25.91%
$2.15 - $2.55 $21.4K - $25.4K
48.4K $117M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
403
+ 9.31%
$45.11 - $52.34 $18.2K - $21.1K
4.73K $248M
DUK
Duke Energy Corp

Utilities
550
+ 5.32%
$112.46 - $124.05 $61.9K - $68.2K
10.9K $1.28B
PAM
Pampa Energy Inc.

Utilities
1.33K
+ 15.03%
$62.85 - $85.07 $83.7K - $113K
10.2K $707M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
359
+ 2.57%
$49.79 - $50.59 $17.9K - $18.2K
14.3K $725M
EQNR
Equinor Asa

Energy
1.63K
+ 11.01%
$22.04 - $28.08 $35.9K - $45.8K
16.4K $413M
HBI
Hanesbrands Inc.

Consumer Cyclical
7.18K
+ 71.64%
$4.32 - $5.95 $31K - $42.7K
17.2K $78.8M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
38
+ 0.51%
$33.19 - $40.78 $1.26K - $1.55K
7.42K $295M
ET
Energy Transfer LP

Energy
1.24K
+ 10.87%
$15.65 - $18.93 $19.4K - $23.5K
12.7K $230M
BHP
Bhp Group LTD

Basic Materials
396
+ 8.42%
$40.22 - $50.88 $15.9K - $20.1K
5.1K $245M
Shift4 Pmts Inc
15K
+ 150.0%
N/A
25K $26.8M
MET
Metlife Inc

Financial Services
195
+ 5.09%
$68.42 - $82.49 $13.3K - $16.1K
4.03K $324M
FAST
Fastenal CO

Industrials
2.91K
+ 97.03%
$40.65 - $83.16 $118K - $242K
5.91K $248M
STZ
Constellation Brands, Inc.

Consumer Defensive
234
+ 21.1%
$160.0 - $195.62 $37.4K - $45.8K
1.34K $219M
PICK
Ishares Inc Msci Global Select

ETFs
40
+ 0.59%
$30.23 - $38.24 $1.21K - $1.53K
6.84K $257M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.44%
$919.93 - $1101.66 $920 - $1.1K
229 $238M
Ionis Pharmaceuticals Inc
11K
+ 110.0%
N/A
21K $22M
HLN
Haleon PLC

Healthcare
933
+ 2.93%
$9.27 - $11.41 $8.65K - $10.6K
32.7K $340M
BIDU
Baidu, Inc.

Communication Services
790
+ 8.81%
$76.86 - $92.5 $60.7K - $73.1K
9.76K $837M
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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