Insigneo Advisory Services, LLC Reduced Holdings in Q1 2025

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
-2.83K
- 53.22%
$75.42 - $88.95 $214K - $252K
2.49K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-685
- 5.96%
$102.49 - $119.96 $70.2K - $82.2K
10.8K $1.13B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-305
- 2.7%
$408.78 - $448.82 $125K - $137K
11K $4.62B
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-5.18K
- 36.03%
$46.83 - $56.05 $243K - $291K
9.2K $490M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-3.11K
- 32.77%
$59.15 - $62.71 $184K - $195K
6.37K $393M
BHP
Bhp Group LTD

Basic Materials
-3.57K
- 43.16%
$48.18 - $52.11 $172K - $186K
4.7K $228M
TXN
Texas Instruments Inc

Technology
-782
- 19.55%
N/A
3.22K $578M
Goldman Sachs ETF Tr
-2.78K
- 33.75%
N/A
5.45K $254M
SOXX
Ishares Semiconductor ETF

ETFs
-326
- 8.83%
$188.17 - $235.81 $61.3K - $76.9K
3.36K $633M
EWJ
Ishares Msci Japan ETF

ETFs
-3.11K
- 8.4%
$65.24 - $71.7 $203K - $223K
33.9K $2.33B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.22K
- 6.08%
$57.21 - $65.8 $69.5K - $79.9K
18.8K $1.09B
UNH
Unitedhealth Group Inc

Healthcare
-504
- 7.85%
$461.52 - $548.18 $233K - $276K
5.91K $3.1B
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.04K
- 14.15%
$80.08 - $92.93 $83.4K - $96.8K
6.32K $510M
JEF
Jefferies Financial Group Inc.

Financial Services
-190
- 3.56%
$52.22 - $81.31 $9.92K - $15.4K
5.15K $276M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.24K
- 5.26%
$41.06 - $44.04 $91.9K - $98.5K
40.3K $1.67B
ORCC
Owl Rock Capital Corp

Financial Services
-7.98K
- 15.99%
N/A
41.9K $615M
NKE
Nike, Inc.

Consumer Cyclical
-158
- 1.5%
$63.29 - $81.72 $10K - $12.9K
10.4K $661M
SHV
Ishares Tr

ETFs
-1.36K
- 3.77%
$110.11 - $110.51 $150K - $151K
34.8K $3.84B
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-10.1K
- 41.1%
$14.48 - $16.6 $146K - $167K
14.4K $215M
DAL
Delta Air Lines, Inc.

Industrials
-39
- 0.51%
$43.6 - $69.06 $1.7K - $2.69K
7.63K $333M
SAP
Sap Se

Technology
-748
- 23.63%
$241.4 - $293.69 $181K - $220K
2.42K $649M
SATL
Satellogic Inc.

Technology
-50K
- 72.38%
$2.66 - $4.74 $133K - $237K
19.1K $68.1M
AXON
Axon Enterprise, Inc.

Industrials
-35
- 2.25%
$496.65 - $710.01 $17.4K - $24.9K
1.52K $799M
IYW
Ishares Dj Us Tech ETF

ETFs
-75
- 1.26%
$140.44 - $166.79 $10.5K - $12.5K
5.87K $825M
RGA
Reinsurance Group Of America Inc

Financial Services
-447
- 22.16%
$186.01 - $231.1 $83.1K - $103K
1.57K $309M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.01K
- 29.39%
$39.4 - $42.61 $119K - $128K
7.24K $292M
AMAT
Applied Materials Inc

Technology
-372
- 10.23%
$145.06 - $195.51 $54K - $72.7K
3.27K $474M
FLEX
Flex Ltd.

Technology
-743
- 4.32%
$32.92 - $44.46 $24.5K - $33K
16.5K $545M
IWD
Ishares Russell 1000 Val ETF

ETFs
-724
- 9.38%
$182.82 - $196.21 $132K - $142K
7K $1.32B
PEP
Pepsico Inc

Consumer Defensive
-629
- 9.88%
$142.64 - $156.42 $89.7K - $98.4K
5.74K $860M
AMP
Ameriprise Financial Inc

Financial Services
-32
- 1.69%
$472.29 - $575.13 $15.1K - $18.4K
1.86K $901M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-34
- 1.51%
$360.07 - $417.26 $12.2K - $14.2K
2.22K $801M
PFE
Pfizer Inc

Healthcare
-1.22K
- 2.07%
$25.01 - $27.13 $30.4K - $33K
57.6K $1.46B
First Tr Exchng Traded Fd Vi
-2.47K
- 13.82%
N/A
15.4K $573M
FDX
Fedex Corp

Industrials
-62
- 2.86%
$230.33 - $281.53 $14.3K - $17.5K
2.11K $514M
ONON
On Holding Ag

Consumer Cyclical
-192
- 2.44%
$43.92 - $63.62 $8.43K - $12.2K
7.68K $337M
DASH
Door Dash, Inc.

Communication Services
-703
- 30.37%
$168.37 - $213.38 $118K - $150K
1.61K $295M
SAIA
Saia Inc

Industrials
-69
- 10.75%
$349.29 - $508.47 $24.1K - $35.1K
573 $200M
CTSH
Cognizant Technology Solutions Corp

Technology
-1.18K
- 28.43%
$75.32 - $90.7 $88.9K - $107K
2.97K $227M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.34K
- 6.24%
$57.22 - $63.39 $76.8K - $85.1K
20.2K $1.18B
SKYY
First Trust Cloud Computing Et

ETFs
-70
- 1.41%
$102.23 - $131.18 $7.16K - $9.18K
4.88K $499M
ICLR
Icon PLC

Healthcare
-164
- 9.32%
$174.99 - $222.58 $28.7K - $36.5K
1.6K $279M
EA
Electronic Arts Inc.

Communication Services
-591
- 26.68%
$116.53 - $146.29 $68.9K - $86.5K
1.62K $235M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.56K
- 25.53%
$57.07 - $59.29 $89K - $92.5K
4.55K $265M
First Tr Exchng Traded Fd Vi
-3.5K
- 9.89%
N/A
31.9K $626M
SONY
Sony Group Corp

Technology
-7.28K
- 31.26%
$19.88 - $25.64 $145K - $187K
16K $407M
ROK
Rockwell Automation, Inc

Industrials
-66
- 2.76%
$255.29 - $303.75 $16.8K - $20K
2.33K $602M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-3.2K
- 30.26%
$33.37 - $38.01 $107K - $122K
7.38K $277M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-35
- 1.28%
$497.6 - $606.74 $17.4K - $21.2K
2.71K $1.35B
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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