Insigneo Advisory Services
Latest statistics and disclosures from Insigneo Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, AMZN, BRK.B, MSFT, and represent 23.27% of Insigneo Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, BRK.A, TSLA, QQQ, VIST, YPF, MGK, SHY, VALE, GLD.
- Started 78 new stock positions in Amphastar Pharmaceuticals In, IVW, DOX, On Semiconductor Corp, AGRO, VO, CEPU, Cloudflare, IYH, Workiva.
- Reduced shares in these 10 stocks: XLE, AAPL, BND, NVDA, MDY, LQD, LMT, , VUG, MLPX.
- Sold out of its positions in ARKG, ARKF, Alliant Energy Corp, AVUV, AROC, ARM, BCE, BSY, BGY, Bofa Fin.
- Insigneo Advisory Services was a net buyer of stock by $39M.
- Insigneo Advisory Services has $969M in assets under management (AUM), dropping by 0.10%.
- Central Index Key (CIK): 0001964958
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Portfolio Holdings for Insigneo Advisory Services
Insigneo Advisory Services holds 634 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Insigneo Advisory Services has 634 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Insigneo Advisory Services March 31, 2025 positions
- Download the Insigneo Advisory Services March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.5 | $83M | 371k | 222.13 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $41M | +3% | 74k | 559.39 |
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| Amazon (AMZN) | 3.8 | $37M | 192k | 190.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $34M | +10% | 63k | 532.58 |
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| Microsoft Corporation (MSFT) | 3.3 | $32M | +3% | 84k | 375.39 |
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| NVIDIA Corporation (NVDA) | 3.1 | $30M | -3% | 278k | 108.38 |
|
| Trane Technologies SHS (TT) | 2.5 | $24M | 71k | 336.92 |
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| Meta Platforms Cl A (META) | 2.2 | $22M | +6% | 37k | 576.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $19M | +7% | 67k | 288.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $17M | +15% | 37k | 468.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $17M | +7% | 110k | 154.64 |
|
| Ishares Silver Tr Ishares (SLV) | 1.3 | $12M | 395k | 30.99 |
|
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| Tesla Motors (TSLA) | 1.2 | $12M | +25% | 46k | 259.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $10M | +12% | 20k | 513.91 |
|
| Visa Com Cl A (V) | 0.9 | $8.7M | 25k | 350.46 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.2M | 53k | 156.23 |
|
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| JPMorgan Chase & Co. (JPM) | 0.8 | $7.9M | 32k | 245.30 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $7.7M | +18% | 44k | 173.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $7.2M | +10% | 13k | 561.88 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $7.2M | +50% | 9.00 | 798441.56 |
|
| Netflix (NFLX) | 0.7 | $7.0M | +9% | 7.5k | 932.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $7.0M | -2% | 70k | 98.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $6.3M | +7% | 12k | 548.11 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $6.1M | +4% | 35k | 172.74 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $5.7M | +3% | 121k | 46.81 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $5.5M | +17% | 46k | 118.93 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $5.2M | +14% | 6.3k | 825.92 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.1M | +9% | 5.4k | 945.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $4.9M | +12% | 175k | 27.96 |
|
| Honeywell International (HON) | 0.5 | $4.8M | -6% | 23k | 211.75 |
|
| Wal-Mart Stores (WMT) | 0.5 | $4.7M | +13% | 53k | 87.79 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $4.6M | -11% | 33k | 139.78 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.6M | 17k | 274.85 |
|
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $4.6M | -2% | 11k | 419.87 |
|
| Broadcom (AVGO) | 0.5 | $4.5M | +32% | 27k | 167.43 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $4.4M | +39% | 78k | 57.14 |
|
| Allegion Ord Shs (ALLE) | 0.4 | $4.3M | 33k | 130.46 |
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| Walt Disney Company (DIS) | 0.4 | $4.2M | 43k | 98.70 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $3.9M | +3% | 79k | 49.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.9M | -12% | 20k | 199.49 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $3.8M | -3% | 35k | 110.46 |
|
| MercadoLibre (MELI) | 0.4 | $3.8M | +9% | 1.9k | 1950.83 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.4 | $3.7M | +12% | 128k | 28.86 |
|
| Johnson & Johnson (JNJ) | 0.4 | $3.6M | +6% | 22k | 165.84 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $3.5M | +41% | 69k | 50.71 |
|
| PIMCO Corporate Income Fund (PCN) | 0.4 | $3.4M | 249k | 13.65 |
|
|
| Amplify Etf Tr Amplify Junior S (SILJ) | 0.3 | $3.4M | +2% | 279k | 12.12 |
|
| Bank of America Corporation (BAC) | 0.3 | $3.3M | -8% | 80k | 41.73 |
|
| Coca-Cola Company (KO) | 0.3 | $3.3M | +5% | 46k | 71.62 |
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.3 | $3.3M | +143% | 94k | 35.04 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $3.3M | +110% | 11k | 308.88 |
|
| salesforce (CRM) | 0.3 | $3.3M | +30% | 12k | 268.37 |
|
| Home Depot (HD) | 0.3 | $3.2M | +4% | 8.8k | 366.48 |
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| Chevron Corporation (CVX) | 0.3 | $3.2M | -5% | 19k | 167.29 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.2M | +8% | 51k | 62.10 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.3 | $3.1M | +2% | 138k | 22.50 |
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| UnitedHealth (UNH) | 0.3 | $3.1M | -7% | 5.9k | 523.73 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $3.1M | +27% | 23k | 132.23 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $3.0M | +22% | 71k | 42.52 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $3.0M | 5.6k | 542.40 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $3.0M | -12% | 36k | 84.40 |
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| Palo Alto Networks (PANW) | 0.3 | $3.0M | +2% | 18k | 170.64 |
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| Oracle Corporation (ORCL) | 0.3 | $2.9M | +37% | 21k | 139.81 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.9M | +49% | 14k | 206.48 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $2.9M | 27k | 111.09 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.9M | 18k | 160.54 |
|
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| Shopify Cl A (SHOP) | 0.3 | $2.8M | +7% | 30k | 95.48 |
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| Abbvie (ABBV) | 0.3 | $2.8M | 14k | 209.52 |
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| American Express Company (AXP) | 0.3 | $2.8M | +2% | 10k | 269.05 |
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| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.3 | $2.8M | +357% | 60k | 46.56 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $2.8M | 24k | 115.95 |
|
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $2.7M | -7% | 18k | 146.01 |
|
| Ingersoll Rand (IR) | 0.3 | $2.7M | 33k | 80.03 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.3 | $2.6M | -2% | 182k | 14.34 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $2.5M | -5% | 17k | 145.69 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.5M | +14% | 27k | 91.03 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $2.5M | +6% | 35k | 70.21 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.5M | +7% | 80k | 30.73 |
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| McDonald's Corporation (MCD) | 0.3 | $2.5M | +3% | 7.9k | 312.38 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $2.4M | +16% | 101k | 24.06 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.4M | -44% | 26k | 93.45 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $2.4M | +6% | 67k | 35.84 |
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| Procter & Gamble Company (PG) | 0.2 | $2.4M | 14k | 170.42 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $2.4M | +2% | 41k | 57.20 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.3M | 23k | 102.74 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $2.3M | -8% | 34k | 68.56 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.3M | +11% | 6.6k | 352.60 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.3M | +37% | 39k | 58.96 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.3M | -5% | 14k | 166.00 |
|
| At&t (T) | 0.2 | $2.3M | +15% | 80k | 28.28 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.2M | -2% | 37k | 60.66 |
|
| Goldman Sachs (GS) | 0.2 | $2.2M | +16% | 4.0k | 546.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.2M | -6% | 50k | 43.70 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.1M | +23% | 27k | 78.94 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.0M | -28% | 19k | 108.69 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.0M | +481% | 25k | 82.73 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $2.0M | +29% | 49k | 41.13 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.2 | $2.0M | 33k | 60.15 |
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| Citigroup Com New (C) | 0.2 | $2.0M | +3% | 28k | 70.99 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $2.0M | +284% | 197k | 9.98 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.9M | +2% | 33k | 58.69 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.9M | -2% | 26k | 73.28 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $1.9M | 162k | 11.60 |
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| Uber Technologies (UBER) | 0.2 | $1.9M | +15% | 26k | 72.86 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.8M | -22% | 31k | 59.84 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.8M | -8% | 14k | 132.46 |
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| International Business Machines (IBM) | 0.2 | $1.8M | +17% | 7.3k | 248.67 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.8M | +11% | 16k | 116.39 |
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| Abbott Laboratories (ABT) | 0.2 | $1.8M | +9% | 14k | 132.65 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.8M | -10% | 8.5k | 211.46 |
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| Pgim Global Short Duration H (GHY) | 0.2 | $1.8M | 134k | 13.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | -25% | 4.8k | 370.84 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.8M | +13% | 15k | 116.67 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.2 | $1.7M | +160% | 68k | 25.55 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.2 | $1.7M | +18% | 35k | 47.89 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.2 | $1.7M | -5% | 40k | 41.50 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | 18k | 90.54 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.6M | -34% | 3.1k | 533.48 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.6M | +11% | 25k | 65.76 |
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| Merck & Co (MRK) | 0.2 | $1.6M | -8% | 18k | 89.76 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) | 0.2 | $1.6M | 43k | 36.75 |
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| Micron Technology (MU) | 0.2 | $1.5M | +42% | 18k | 86.89 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.5M | +22% | 8.3k | 186.29 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.5M | +57% | 33k | 45.97 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $1.5M | 74k | 20.31 |
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| Servicenow (NOW) | 0.2 | $1.5M | -4% | 1.9k | 796.18 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.5M | -12% | 2.2k | 662.68 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.5M | +24% | 15k | 100.88 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.5M | -12% | 12k | 122.01 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.5M | +11% | 3.0k | 495.29 |
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| Pfizer (PFE) | 0.2 | $1.5M | -2% | 58k | 25.34 |
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| Boeing Company (BA) | 0.1 | $1.5M | +2% | 8.5k | 170.55 |
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| Philip Morris International (PM) | 0.1 | $1.5M | +13% | 9.1k | 158.73 |
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| ConocoPhillips (COP) | 0.1 | $1.4M | 14k | 105.02 |
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| Lowe's Companies (LOW) | 0.1 | $1.4M | 6.0k | 233.23 |
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| TJX Companies (TJX) | 0.1 | $1.4M | 11k | 121.80 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | +4% | 22k | 61.71 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | 2.7k | 497.60 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $1.3M | 96k | 13.82 |
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| Verizon Communications (VZ) | 0.1 | $1.3M | -2% | 29k | 45.36 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -9% | 7.0k | 188.16 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | +12% | 18k | 70.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | -8% | 4.1k | 312.07 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | -5% | 10k | 121.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | -10% | 15k | 81.73 |
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| Paypal Holdings (PYPL) | 0.1 | $1.2M | +3% | 19k | 65.25 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $1.2M | 28k | 43.88 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.2M | +6% | 7.0k | 172.50 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.2M | +47% | 12k | 98.09 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +7% | 17k | 71.79 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.2M | -9% | 7.7k | 153.10 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $1.2M | -6% | 20k | 58.54 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $1.2M | +14% | 23k | 51.18 |
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| Caterpillar (CAT) | 0.1 | $1.2M | -28% | 3.5k | 329.81 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -26% | 3.0k | 383.48 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $1.1M | +84% | 3.9k | 288.27 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | -5% | 11k | 104.57 |
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| Waste Management (WM) | 0.1 | $1.1M | +38% | 4.9k | 231.50 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +4% | 22k | 49.62 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | -6% | 7.2k | 153.60 |
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| Chubb (CB) | 0.1 | $1.1M | -2% | 3.6k | 301.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | -6% | 19k | 58.35 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +39% | 14k | 78.28 |
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| Adecoagro S A (AGRO) | 0.1 | $1.1M | NEW | 95k | 11.17 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | +9% | 29k | 36.90 |
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| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.1 | $1.0M | +53% | 19k | 54.47 |
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| Deere & Company (DE) | 0.1 | $1.0M | +8% | 2.2k | 469.35 |
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| Target Corporation (TGT) | 0.1 | $1.0M | -8% | 9.8k | 104.36 |
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| Ishares Tr Asia 50 Etf (AIA) | 0.1 | $1.0M | 14k | 72.35 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.1 | $1.0M | +57% | 36k | 28.29 |
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| O'reilly Automotive (ORLY) | 0.1 | $991k | +6% | 692.00 | 1432.67 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $968k | -44% | 2.2k | 446.77 |
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| Air Products & Chemicals (APD) | 0.1 | $946k | +9% | 3.2k | 294.93 |
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| United Sts Oil Units (USO) | 0.1 | $938k | 12k | 77.33 |
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| United Parcel Service CL B (UPS) | 0.1 | $936k | +12% | 8.5k | 109.99 |
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| Zoetis Cl A (ZTS) | 0.1 | $929k | +12% | 5.6k | 164.66 |
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| Union Pacific Corporation (UNP) | 0.1 | $925k | +12% | 3.9k | 236.21 |
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| Fiserv (FI) | 0.1 | $925k | +22% | 4.2k | 220.83 |
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| Intuit (INTU) | 0.1 | $923k | -30% | 1.5k | 614.02 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $915k | NEW | 18k | 51.05 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $914k | -23% | 18k | 50.21 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $913k | -7% | 24k | 38.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 0.1 | $906k | 25k | 36.26 |
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| Ameriprise Financial (AMP) | 0.1 | $901k | 1.9k | 484.15 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $894k | +44% | 6.8k | 131.07 |
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| Ishares Msci Chile Etf (ECH) | 0.1 | $881k | 30k | 29.82 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $873k | +2% | 28k | 31.17 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $869k | +108% | 28k | 31.45 |
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| Becton, Dickinson and (BDX) | 0.1 | $861k | +19% | 3.8k | 229.08 |
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| Amgen (AMGN) | 0.1 | $861k | -20% | 2.8k | 311.59 |
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| Pepsi (PEP) | 0.1 | $860k | -9% | 5.7k | 149.93 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $855k | +9% | 10k | 85.07 |
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| American Tower Reit (AMT) | 0.1 | $852k | -12% | 3.9k | 217.57 |
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| Progressive Corporation (PGR) | 0.1 | $845k | +6% | 3.0k | 283.01 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.1 | $841k | +28% | 7.9k | 106.32 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $825k | NEW | 9.0k | 92.03 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $825k | 5.9k | 140.44 |
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| Simon Property (SPG) | 0.1 | $815k | +96% | 4.9k | 166.07 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $808k | +6% | 1.6k | 511.97 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $805k | -56% | 11k | 73.45 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $801k | 2.2k | 361.11 |
|
|
| Axon Enterprise (AXON) | 0.1 | $799k | -2% | 1.5k | 525.95 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $791k | -13% | 6.6k | 119.46 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $790k | +36% | 1.4k | 549.99 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $787k | 16k | 48.67 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $783k | +8% | 5.5k | 141.32 |
|
| 3M Company (MMM) | 0.1 | $778k | +21% | 5.3k | 146.87 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $778k | NEW | 8.4k | 92.83 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $770k | +14% | 23k | 33.50 |
|
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.1 | $744k | NEW | 29k | 25.29 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $743k | -35% | 9.4k | 78.89 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $734k | -3% | 2.1k | 349.19 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $733k | 9.6k | 75.91 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $732k | +34% | 9.4k | 77.48 |
|
| Kkr & Co (KKR) | 0.1 | $731k | -16% | 6.3k | 115.62 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $726k | +4% | 18k | 41.15 |
|
| Gilead Sciences (GILD) | 0.1 | $725k | 6.5k | 112.05 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $723k | 21k | 33.79 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $722k | +8% | 14k | 50.83 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $722k | 43k | 16.76 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $719k | 16k | 44.59 |
|
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $711k | 27k | 26.34 |
|
|
| Ishares Tr Nasdaq Top 30 (QTOP) | 0.1 | $706k | 30k | 23.73 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 0.1 | $704k | 33k | 21.14 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $703k | NEW | 14k | 50.28 |
|
| Ishares Tr Global Reit Etf (REET) | 0.1 | $700k | -4% | 29k | 24.26 |
|
| Travelers Companies (TRV) | 0.1 | $699k | -2% | 2.6k | 264.46 |
|
| Blackrock (BLK) | 0.1 | $694k | +9% | 733.00 | 946.49 |
|
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.1 | $684k | +258% | 8.9k | 77.20 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $673k | +117% | 26k | 25.85 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $669k | 25k | 26.82 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $668k | +52% | 6.5k | 103.47 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $666k | +2% | 13k | 51.45 |
|
| Nike CL B (NKE) | 0.1 | $661k | 10k | 63.48 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $660k | +47% | 1.7k | 399.09 |
|
| Altria (MO) | 0.1 | $658k | 11k | 60.02 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $657k | +27% | 3.4k | 190.58 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $653k | -6% | 8.8k | 74.00 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $653k | +14% | 13k | 51.78 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $649k | -23% | 2.4k | 268.44 |
|
| Medtronic SHS (MDT) | 0.1 | $647k | 7.2k | 89.85 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $644k | +14% | 3.2k | 200.17 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $638k | -25% | 6.0k | 106.65 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $633k | -26% | 9.1k | 69.44 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $633k | -8% | 3.4k | 188.18 |
|
| Workday Cl A (WDAY) | 0.1 | $628k | +5% | 2.7k | 233.53 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) | 0.1 | $626k | -9% | 32k | 19.63 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $620k | -6% | 6.8k | 90.59 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $615k | -15% | 42k | 14.66 |
|
| Eaton Corp SHS (ETN) | 0.1 | $608k | -14% | 2.2k | 271.84 |
|
Past Filings by Insigneo Advisory Services
SEC 13F filings are viewable for Insigneo Advisory Services going back to 2022
- Insigneo Advisory Services 2025 Q1 filed April 18, 2025
- Insigneo Advisory Services 2024 Q4 filed Feb. 13, 2025
- Insigneo Advisory Services 2024 Q3 filed Nov. 15, 2024
- Insigneo Advisory Services 2024 Q2 filed Aug. 14, 2024
- Insigneo Advisory Services 2024 Q1 filed May 15, 2024
- Insigneo Advisory Services 2023 Q4 filed Feb. 14, 2024
- Insigneo Advisory Services 2023 Q3 filed Nov. 14, 2023
- Insigneo Advisory Services 2023 Q2 filed Aug. 14, 2023
- Insigneo Advisory Services 2023 Q1 filed May 11, 2023
- Insigneo Advisory Services 2022 Q4 filed Feb. 13, 2023