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
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
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
GM
General Motors CO

Consumer Cyclical
519
+ 9.72%
$45.22 - $54.92 $23.5K - $28.5K
5.86K $276M
TOL
Toll Brothers, Inc.

Consumer Cyclical
268
+ 13.47%
$103.02 - $140.69 $27.6K - $37.7K
2.26K $238M
PNC
Pnc Financial Services Group, Inc.

Financial Services
139
+ 6.4%
$168.84 - $202.89 $23.5K - $28.2K
2.31K $406M
MHLD
Maiden Holdings, Ltd.

Financial Services
6K
+ 39.98%
$0.57 - $1.42 $3.42K - $8.52K
21K $12M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
164
+ 1.27%
$26.06 - $28.54 $4.27K - $4.68K
13K $341M
CMI
Cummins Inc

Industrials
22
+ 3.55%
$312.92 - $386.07 $6.88K - $8.49K
642 $201M
BA
Boeing CO

Industrials
226
+ 2.73%
$148.15 - $186.25 $33.5K - $42.1K
8.52K $1.45B
UPS
United Parcel Service Inc

Industrials
966
+ 12.81%
$109.66 - $136.26 $106K - $132K
8.51K $936M
CHY
Calamos Convertible & High Income Fund

Financial Services
646
+ 5.74%
$10.1 - $12.0 $6.52K - $7.75K
11.9K $120M
SUPV
Grupo Supervielle S.A.

Financial Services
3.6K
+ 11.05%
$12.53 - $19.16 $45.2K - $69.1K
36.2K $473M
COTY
Coty Inc.

Consumer Defensive
1.14K
+ 5.44%
$5.43 - $7.61 $6.17K - $8.64K
22K $120M
Canopy Growth Corp
1.29K
+ 8.89%
N/A
15.8K $14.6M
WDAY
Workday, Inc.

Technology
150
+ 5.91%
$233.53 - $277.82 $35K - $41.7K
2.69K $627M
SRE
Sempra Energy

Utilities
324
+ 10.23%
$67.85 - $87.67 $22K - $28.4K
3.49K $249M
XLG
Invesco Exchange Traded Fd Tr

ETFs
179
+ 1.83%
$45.72 - $51.73 $8.18K - $9.26K
9.94K $458M
ARES
Ares Management Corp

Financial Services
63
+ 4.83%
$140.19 - $198.28 $8.83K - $12.5K
1.37K $200M
DOW
Dow Inc.

Basic Materials
475
+ 5.04%
$34.36 - $41.92 $16.3K - $19.9K
9.91K $346M
AAL
American Airlines Group Inc.

Industrials
5.35K
+ 39.89%
N/A
18.8K $198M
HOLX
Hologic Inc

Healthcare
367
+ 6.06%
$60.7 - $73.77 $22.3K - $27.1K
6.43K $397M
DEO
Diageo PLC

Consumer Defensive
544
+ 12.13%
$104.79 - $126.12 $57K - $68.6K
5.03K $527M
Arista Networks Inc
2.42K
+ 34.52%
N/A
9.45K $732M
HD
Home Depot, Inc.

Consumer Cyclical
358
+ 4.25%
$347.25 - $424.87 $124K - $152K
8.77K $3.22B
LOW
Lowes Companies Inc

Consumer Cyclical
94
+ 1.59%
$222.66 - $268.42 $20.9K - $25.2K
6.02K $1.4B
CDNS
Cadence Design Systems Inc

Technology
2
+ 0.14%
$233.96 - $324.52 $468 - $649
1.41K $358M
COIN
Coinbase Global, Inc.

Technology
723
+ 28.17%
$172.23 - $301.3 $125K - $218K
3.29K $567M
APO
Apollo Global Management, Inc.

Financial Services
270
+ 6.76%
$126.01 - $172.06 $34K - $46.5K
4.27K $584M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.1%
$237.01 - $304.45 $474 - $609
1.91K $455M
DDOG
Datadog, Inc.

Technology
202
+ 8.68%
$98.68 - $151.89 $19.9K - $30.7K
2.53K $251M
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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