Insigneo Advisory Services, LLC Reduced Holdings in Q2 2024

Insigneo Advisory Services, LLC

  • $888 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-19.8K
- 25.11%
$495.16 - $548.49 $9.81M - $10.9M
59.1K $30.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-10.4K
- 4.83%
$173.67 - $197.85 $1.81M - $2.06M
205K $33.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12.1K
- 31.21%
$414.65 - $485.21 $5.03M - $5.88M
26.7K $11.6B
IWM
Ishares Russell 2000 ETF

ETFs
-17.5K
- 51.53%
$192.84 - $209.44 $3.37M - $3.66M
16.4K $3.32B
VALE
Vale S.A.

Basic Materials
-254K
- 86.53%
$11.1 - $12.99 $2.82M - $3.3M
39.5K $393M
DIS
Walt Disney CO

Communication Services
-10.1K
- 19.3%
$99.29 - $122.82 $1M - $1.24M
42.1K $3.7B
BRK-A
Berkshire Hathaway Inc

Financial Services
-4
- 40.0%
$598160.0 - $634030.0 $2.39M - $2.54M
6 $3.72B
MSFT
Microsoft Corp

Technology
-824
- 0.92%
$389.33 - $452.85 $321K - $373K
88.9K $35.1B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-33K
- 17.73%
$55.45 - $57.39 $1.83M - $1.9M
153K $8.43B
EEM
Ishares Msci Emerging Markets

ETFs
-54.1K
- 32.91%
$39.71 - $43.79 $2.15M - $2.37M
110K $4.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.68K
- 6.44%
$396.73 - $420.24 $1.46M - $1.55M
53.5K $22.1B
NIO
Nio Inc.

Consumer Cyclical
-349K
- 90.39%
$3.8 - $5.79 $1.33M - $2.02M
37.1K $144M
INTC
Intel Corp

Technology
-12.8K
- 26.13%
$29.85 - $44.52 $381K - $568K
36.1K $725M
XLF
Financial Sector Spdr

ETFs
-25.9K
- 31.78%
$39.59 - $42.49 $1.03M - $1.1M
55.6K $2.27B
TTE
Total Energies Se

Energy
-15K
- 61.43%
$65.76 - $74.56 $985K - $1.12M
9.4K $617M
MPC
Marathon Petroleum Corp

Energy
-1.72K
- 8.68%
$168.76 - $219.13 $291K - $378K
18.1K $2.94B
HD
Home Depot, Inc.

Consumer Cyclical
-1.82K
- 14.45%
$325.1 - $368.03 $590K - $668K
10.8K $3.76B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.57K
- 25.35%
$516.55 - $556.17 $809K - $871K
4.61K $2.42B
MRK
Merck & Co., Inc.

Healthcare
-4.22K
- 15.76%
$123.8 - $132.96 $523K - $561K
22.6K $2.54B
WFC
Wells Fargo & Company

Financial Services
-14.3K
- 32.7%
$56.41 - $62.34 $808K - $893K
29.5K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
-4.02K
- 10.23%
$180.08 - $204.79 $724K - $823K
35.3K $6.88B
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-28.1K
- 64.92%
$26.98 - $32.99 $757K - $926K
15.2K $407M
AIA
Ishares S&P Asia 50 ETF

ETFs
-15.6K
- 68.69%
$58.11 - $68.25 $904K - $1.06M
7.1K $437M
SHEL
Shell PLC

Energy
-14.7K
- 38.69%
$67.92 - $74.17 $999K - $1.09M
23.3K $1.63B
VNQ
Vanguard Specialized Funds Van

ETFs
-9.72K
- 33.87%
$78.61 - $85.97 $764K - $835K
19K $1.68B
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-44.2K
- 39.95%
$14.44 - $16.34 $638K - $721K
66.4K $1.02B
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-14.4K
- 56.42%
$48.39 - $52.81 $699K - $763K
11.2K $524M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-12.2K
- 33.07%
$68.82 - $88.54 $841K - $1.08M
24.7K $1.9B
VGT
Vanguard Information Technolog

ETFs
-1.38K
- 28.35%
$479.9 - $588.82 $663K - $814K
3.49K $1.8B
SCHW
Schwab Charles Corp

Financial Services
-8.14K
- 43.35%
$70.03 - $78.9 $570K - $642K
10.6K $663M
NKE
Nike, Inc.

Consumer Cyclical
-5.09K
- 35.86%
$75.37 - $97.18 $383K - $494K
9.1K $650M
TGT
Target Corp

Consumer Defensive
-1.42K
- 13.53%
$141.16 - $177.82 $200K - $252K
9.05K $1.21B
CVX
Chevron Corp

Energy
-2.51K
- 12.9%
$152.57 - $166.33 $383K - $418K
17K $2.45B
C
Citigroup Inc

Financial Services
-5.71K
- 14.27%
$57.02 - $64.74 $326K - $370K
34.3K $1.93B
EWJ
Ishares Msci Japan ETF

ETFs
-3.25K
- 7.08%
$66.01 - $70.48 $214K - $229K
42.6K $2.7B
SUPV
Grupo Supervielle S.A.

Financial Services
-98.4K
- 76.83%
$5.3 - $7.72 $522K - $760K
29.7K $165M
SQ
Block, Inc.

Technology
-3.49K
- 26.03%
$61.9 - $81.46 $216K - $284K
9.91K $567M
MDT
Medtronic PLC

Healthcare
-5.43K
- 32.01%
$78.71 - $87.02 $428K - $473K
11.5K $927M
VZ
Verizon Communications Inc

Communication Services
-11K
- 21.2%
$38.6 - $42.84 $426K - $473K
41K $1.63B
COIN
Coinbase Global, Inc.

Technology
-1.23K
- 30.34%
$199.17 - $263.01 $245K - $324K
2.82K $535M
DE
Deere & CO

Industrials
-676
- 15.33%
$364.98 - $414.02 $247K - $280K
3.74K $1.29B
BLK
Black Rock Inc.

Financial Services
-630
- 35.69%
$747.3 - $826.77 $471K - $521K
1.14K $943M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-5.67K
- 23.49%
$42.0 - $49.24 $238K - $279K
18.5K $731M
BA
Boeing CO

Industrials
-1.5K
- 17.73%
$164.33 - $191.42 $246K - $287K
6.95K $1.16B
UBER
Uber Technologies, Inc

Technology
-1.03K
- 4.83%
$63.52 - $77.16 $65.7K - $79.8K
20.4K $1.19B
JNJ
Johnson & Johnson

Healthcare
-3.26K
- 13.33%
$144.38 - $157.78 $471K - $515K
21.2K $3.42B
SPG
Simon Property Group Inc

Real Estate
-2.78K
- 61.82%
$140.18 - $153.78 $390K - $428K
1.72K $254M
CMCSA
Comcast Corp

Communication Services
-6.82K
- 16.73%
$36.9 - $42.28 $252K - $288K
33.9K $1.33B
BHP
Bhp Group LTD

Basic Materials
-6.68K
- 41.91%
$55.0 - $61.63 $367K - $411K
9.25K $491M
Activity Summary
Buys All Purchases 358 New Holdings 166 Increased Positions 192 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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