Insigneo Advisory Services, LLC Reduced Holdings in Q2 2025

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.4K
- 45.86%
$468.22 - $566.51 $656K - $794K
1.65K $937M
LLY
Eli Lilly & CO

Healthcare
-339
- 5.4%
$713.71 - $898.95 $242K - $305K
5.93K $4.63B
XLF
Financial Sector Spdr

ETFs
-14.1K
- 17.88%
$43.92 - $52.37 $617K - $736K
64.6K $3.38B
FISV
Fiserv Inc

Technology
-1.61K
- 38.49%
N/A
2.58K $444M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-12.4K
- 37.83%
$41.45 - $54.46 $516K - $678K
20.5K $1.06B
BDX
Becton Dickinson & CO

Healthcare
-1.28K
- 33.99%
$165.15 - $226.42 $211K - $289K
2.48K $428M
WM
Waste Management Inc

Industrials
-1.67K
- 34.2%
$216.47 - $242.1 $360K - $403K
3.2K $733M
VTV
Vanguard Value ETF

ETFs
-3.03K
- 8.55%
$153.67 - $176.74 $465K - $535K
32.4K $5.73B
IRBO
Ishares Robotics & Artificial

ETFs
-15.5K
- 56.16%
N/A
12.1K $496M
XLV
Select Sector Spdr Fund Health

ETFs
-1.22K
- 6.63%
$128.77 - $144.3 $157K - $175K
17.1K $2.31B
VIST
Vista Energy, S.A.B. De C.V.

Energy
-8.15K
- 13.52%
$34.98 - $53.05 $285K - $432K
52.1K $2.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.7K
- 0.97%
$24.32 - $27.87 $41.2K - $47.2K
173K $4.6B
UNP
Union Pacific Corp

Industrials
-844
- 21.55%
$208.27 - $238.46 $176K - $201K
3.07K $707M
UPS
United Parcel Service Inc

Industrials
-1.34K
- 15.76%
$91.92 - $110.2 $123K - $148K
7.17K $724M
AFL
Aflac Inc

Financial Services
-1.76K
- 42.53%
$99.77 - $112.45 $175K - $198K
2.38K $251M
MRK
Merck & Co., Inc.

Healthcare
-1
- 0.01%
$73.47 - $87.12 $73.5 - $87.1
18.1K $1.43B
PG
Procter & Gamble CO

Consumer Defensive
-228
- 1.63%
$157.66 - $172.39 $35.9K - $39.3K
13.8K $2.19B
IAUM
I Shares Gold Trust Micro

ETFs
-6.44K
- 22.98%
$29.65 - $34.24 $191K - $220K
21.6K $711M
REET
Ishares Global Reit ETF

ETFs
-6.88K
- 23.83%
$21.59 - $25.16 $149K - $173K
22K $543M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.49K
- 42.05%
$22.54 - $23.17 $146K - $150K
8.94K $205M
Annaly Capital Management In
-1.6K
- 2.17%
N/A
72.2K $1.36B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.68K
- 1.22%
$20.16 - $23.26 $33.9K - $39.2K
136K $2.97B
CRM
Salesforce, Inc.

Technology
-671
- 5.53%
$236.26 - $291.15 $159K - $195K
11.5K $3.12B
ZTS
Zoetis Inc.

Healthcare
-497
- 8.81%
$144.41 - $170.3 $71.8K - $84.6K
5.14K $802M
HD
Home Depot, Inc.

Consumer Cyclical
-340
- 3.88%
$335.24 - $380.78 $114K - $129K
8.43K $3.09B
CMCSA
Comcast Corp

Communication Services
-2.48K
- 8.71%
$32.84 - $36.72 $81.5K - $91.1K
26K $928M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.74K
- 20.0%
$63.54 - $68.5 $111K - $119K
6.96K $469M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-5.05K
- 25.9%
$23.32 - $24.45 $118K - $124K
14.5K $353M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.56K
- 14.24%
$72.02 - $73.82 $112K - $115K
9.4K $692M
AON
Aon PLC

Financial Services
-115
- 6.96%
$335.85 - $398.81 $38.6K - $45.9K
1.54K $549M
VNQ
Vanguard Specialized Funds Van

ETFs
-942
- 5.2%
$79.79 - $91.42 $75.2K - $86.1K
17.2K $1.53B
STWD
Starwood Property Trust, Inc.

Real Estate
-5.82K
- 28.14%
$17.28 - $20.41 $100K - $119K
14.9K $298M
IYF
Ishares Tr

ETFs
-1.16K
- 30.24%
$99.23 - $120.99 $115K - $140K
2.67K $324M
Arista Networks Inc
-3.33K
- 35.22%
N/A
6.12K $626M
ACN
Accenture PLC

Technology
-168
- 4.11%
$279.23 - $323.21 $46.9K - $54.3K
3.92K $1.17B
GUNR
Flexshares Tr Morningstar Glob

ETFs
-3.31K
- 14.06%
$33.77 - $41.16 $112K - $136K
20.2K $811M
USO
United States Oil Fund, LP

ETFs
-657
- 5.41%
$62.37 - $83.12 $41K - $54.6K
11.5K $839M
EEM
Ishares Msci Emerging Markets

ETFs
-6.67K
- 13.23%
$38.52 - $48.28 $257K - $322K
43.8K $2.11B
LOW
Lowes Companies Inc

Consumer Cyclical
-110
- 1.83%
$210.83 - $235.28 $23.2K - $25.9K
5.91K $1.31B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.13K
- 30.88%
$38.18 - $45.52 $81.3K - $97K
4.77K $209M
ICE
Intercontinental Exchange, Inc.

Financial Services
-862
- 12.3%
$151.62 - $183.47 $131K - $158K
6.15K $1.13B
FDX
Fedex Corp

Industrials
-200
- 9.49%
$198.07 - $245.17 $39.6K - $49K
1.91K $434M
TJX
Tjx Companies Inc

Consumer Cyclical
-781
- 6.89%
$119.13 - $135.03 $93K - $105K
10.6K $1.3B
TMUS
T Mobile Us, Inc.

Communication Services
-96
- 5.02%
$220.99 - $268.54 $21.2K - $25.8K
1.82K $432M
CDNS
Cadence Design Systems Inc

Technology
-497
- 35.25%
$231.64 - $323.08 $115K - $161K
913 $281M
DHI
Horton D R Inc

Consumer Cyclical
-625
- 18.56%
$115.1 - $129.63 $71.9K - $81K
2.74K $354M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.22K
- 9.45%
$47.42 - $51.67 $58K - $63.2K
11.7K $595M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-807
- 3.3%
$82.21 - $83.12 $66.3K - $67.1K
23.7K $1.96B
DEO
Diageo PLC

Consumer Defensive
-432
- 8.59%
$99.86 - $115.75 $43.1K - $50K
4.6K $464M
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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