Insigneo Advisory Services
Latest statistics and disclosures from Insigneo Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MSFT, SPY, NVDA, and represent 24.05% of Insigneo Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SPY, SLV, GLD, Ishares Ethereum Etf, JAAA, QQQ, VGT, IVV, XLK, SPYI.
- Started 76 new stock positions in NXST, KLAC, HUMA, SE, HDB, EMN, HWM, IESC, IUSV, DKNG.
- Reduced shares in these 10 stocks: JEPQ, JEPI, NVDA, AAPL, MSFT, VOOG, META, SBCF, AMZN, TLT.
- Sold out of its positions in AAL, Bentley Systems, Bentley Sys, Bridgebio Pharma, Cms Energy Corp, Cable One, CCL, COHR, FLBL, BBJP.
- Insigneo Advisory Services was a net buyer of stock by $5.0M.
- Insigneo Advisory Services has $992M in assets under management (AUM), dropping by 11.63%.
- Central Index Key (CIK): 0001964958
Tip: Access up to 7 years of quarterly data
Positions held by Insigneo Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Insigneo Advisory Services
Insigneo Advisory Services holds 636 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Insigneo Advisory Services has 636 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Insigneo Advisory Services Sept. 30, 2024 positions
- Download the Insigneo Advisory Services September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.3 | $92M | -2% | 396k | 233.00 |
|
| Amazon (AMZN) | 3.8 | $37M | -2% | 201k | 186.33 |
|
| Microsoft Corporation (MSFT) | 3.7 | $37M | -3% | 86k | 430.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.7 | $37M | +8% | 64k | 573.76 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $35M | -6% | 292k | 121.44 |
|
| Trane Technologies SHS (TT) | 2.8 | $28M | 71k | 388.73 |
|
|
| Berkshire Hathaway Inc Del CL B (BRK.B) | 2.6 | $25M | +3% | 55k | 460.26 |
|
| Meta Platforms Cl A (META) | 2.2 | $22M | -4% | 38k | 572.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $16M | 96k | 165.85 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $16M | +14% | 65k | 243.06 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $14M | +9% | 29k | 488.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $12M | -3% | 22k | 527.66 |
|
| Tesla Motors (TSLA) | 1.1 | $11M | 41k | 261.63 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $10M | -4% | 61k | 167.19 |
|
| Ishares Silver Tr Ishares (SLV) | 1.0 | $9.9M | +34% | 347k | 28.41 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $7.8M | +7% | 77k | 101.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $7.0M | -6% | 33k | 210.86 |
|
| Visa (V) | 0.7 | $6.9M | +3% | 25k | 274.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $6.1M | -9% | 13k | 493.79 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $5.8M | -6% | 6.6k | 886.00 |
|
| UnitedHealth (UNH) | 0.6 | $5.7M | -10% | 9.8k | 584.70 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $5.5M | 47k | 117.22 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $5.5M | 32k | 174.57 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $5.3M | 35k | 153.13 |
|
|
| Netflix (NFLX) | 0.5 | $5.2M | -10% | 7.4k | 709.26 |
|
| Honeywell International (HON) | 0.5 | $5.2M | -2% | 25k | 206.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.9M | -5% | 17k | 283.16 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $4.8M | -47% | 81k | 59.51 |
|
| Allegion Ord Shs (ALLE) | 0.5 | $4.8M | 33k | 145.74 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $4.7M | -5% | 27k | 179.16 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $4.7M | +23% | 21k | 225.76 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $4.5M | -10% | 98k | 45.86 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.5 | $4.5M | -5% | 11k | 423.13 |
|
| Bank of America Corporation (BAC) | 0.5 | $4.5M | -2% | 113k | 39.68 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.5M | -6% | 5.0k | 886.43 |
|
| Advanced Micro Devices (AMD) | 0.4 | $4.3M | 26k | 164.08 |
|
|
| Home Depot (HD) | 0.4 | $4.3M | 11k | 405.21 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $4.3M | 49k | 87.80 |
|
|
| Walt Disney Company (DIS) | 0.4 | $4.3M | +5% | 44k | 96.19 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $4.2M | +31% | 7.4k | 576.85 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $4.1M | 6.00 | 691180.00 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $4.1M | +8% | 51k | 80.75 |
|
| Abbvie (ABBV) | 0.4 | $4.0M | -10% | 20k | 197.48 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $3.9M | 35k | 110.63 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.8M | +4% | 17k | 220.89 |
|
| Broadcom (AVGO) | 0.4 | $3.7M | +9% | 22k | 172.50 |
|
| Johnson & Johnson (JNJ) | 0.4 | $3.7M | +8% | 23k | 162.06 |
|
| MercadoLibre (MELI) | 0.4 | $3.6M | -2% | 1.7k | 2052.38 |
|
| PIMCO Corporate Income Fund (PCN) | 0.4 | $3.5M | 249k | 14.19 |
|
|
| Ingersoll Rand (IR) | 0.4 | $3.5M | -4% | 36k | 98.16 |
|
| Coca-Cola Company (KO) | 0.3 | $3.5M | +12% | 48k | 71.86 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.4M | +9% | 40k | 84.53 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.4M | 20k | 173.20 |
|
|
| American Express Company (AXP) | 0.3 | $3.2M | -5% | 12k | 271.20 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $3.2M | 29k | 110.47 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $3.2M | +55% | 5.4k | 586.52 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.3 | $3.0M | +16% | 104k | 29.41 |
|
| Amplify Etf Tr Amplify Junior S (SILJ) | 0.3 | $3.0M | +22% | 236k | 12.89 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.0M | 18k | 167.67 |
|
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.3 | $3.0M | 136k | 22.27 |
|
|
| Marathon Petroleum Corp (MPC) | 0.3 | $3.0M | +2% | 19k | 162.91 |
|
| McDonald's Corporation (MCD) | 0.3 | $3.0M | -5% | 9.8k | 304.52 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $2.9M | +22% | 12k | 245.45 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.3 | $2.9M | -6% | 40k | 71.54 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $2.8M | 24k | 119.70 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.8M | +19% | 25k | 112.98 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.8M | -61% | 51k | 54.93 |
|
| Caterpillar (CAT) | 0.3 | $2.8M | -7% | 7.1k | 391.12 |
|
| Palo Alto Networks (PANW) | 0.3 | $2.7M | -8% | 8.0k | 341.79 |
|
| salesforce (CRM) | 0.3 | $2.7M | -15% | 10k | 273.71 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $2.7M | -7% | 38k | 71.10 |
|
| Chevron Corporation (CVX) | 0.3 | $2.7M | +7% | 18k | 147.27 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $2.6M | +4% | 58k | 45.32 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.6M | -21% | 27k | 98.10 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.6M | 4.6k | 569.66 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.5M | 20k | 125.62 |
|
|
| Shopify Cl A (SHOP) | 0.3 | $2.5M | 32k | 80.14 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $2.5M | +47% | 7.8k | 321.95 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.5M | 40k | 63.00 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $2.5M | +19% | 15k | 170.40 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $2.5M | +14% | 39k | 64.74 |
|
| Merck & Co (MRK) | 0.2 | $2.5M | -3% | 22k | 113.56 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.5M | +29% | 2.9k | 833.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.4M | 4.7k | 517.74 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.4M | +25% | 6.4k | 383.95 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.4M | +34% | 14k | 173.67 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.4M | +2% | 71k | 33.23 |
|
| Morgan Stanley (MS) | 0.2 | $2.4M | -9% | 23k | 104.24 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.2 | $2.3M | -3% | 39k | 60.93 |
|
| ConocoPhillips (COP) | 0.2 | $2.3M | -13% | 22k | 105.28 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.3M | +156% | 44k | 50.88 |
|
| Pfizer (PFE) | 0.2 | $2.3M | -7% | 78k | 28.94 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.3M | -2% | 3.9k | 584.56 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.2M | +11% | 14k | 154.02 |
|
| International Business Machines (IBM) | 0.2 | $2.2M | +6% | 10k | 221.08 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $2.2M | -8% | 151k | 14.41 |
|
| Servicenow (NOW) | 0.2 | $2.2M | 2.4k | 894.47 |
|
|
| Citigroup (C) | 0.2 | $2.2M | 35k | 62.60 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $2.2M | +19% | 50k | 43.42 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.1M | -19% | 20k | 106.12 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.2 | $2.1M | +2% | 59k | 36.13 |
|
| Nextera Energy (NEE) | 0.2 | $2.1M | -14% | 25k | 84.53 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $2.1M | +7% | 43k | 48.81 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.0M | +10% | 27k | 75.11 |
|
| Shell Spon Ads (SHEL) | 0.2 | $2.0M | +31% | 31k | 65.95 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | +8% | 17k | 121.16 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | -6% | 3.1k | 618.57 |
|
| Intuit (INTU) | 0.2 | $1.9M | -14% | 3.1k | 620.90 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.9M | 5.3k | 353.48 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.9M | 31k | 59.87 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.8M | 19k | 97.42 |
|
|
| Lowe's Companies (LOW) | 0.2 | $1.8M | -2% | 6.8k | 270.85 |
|
| Verizon Communications (VZ) | 0.2 | $1.8M | 41k | 44.91 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $1.8M | 57k | 31.78 |
|
|
| Pepsi (PEP) | 0.2 | $1.8M | -10% | 11k | 170.05 |
|
| At&t (T) | 0.2 | $1.8M | -13% | 80k | 22.00 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.7M | +6% | 29k | 59.02 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.7M | -12% | 5.2k | 331.42 |
|
| Ishares Ethereum Tr SHS | 0.2 | $1.7M | NEW | 86k | 19.67 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.7M | -10% | 8.2k | 206.58 |
|
| TJX Companies (TJX) | 0.2 | $1.7M | -19% | 14k | 117.54 |
|
| Intuitive Surgical (ISRG) | 0.2 | $1.7M | -7% | 3.4k | 491.29 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.6M | +7% | 14k | 114.01 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.6M | -2% | 29k | 56.49 |
|
| Pgim Global Short Duration H (GHY) | 0.2 | $1.6M | 126k | 12.78 |
|
|
| Philip Morris International (PM) | 0.2 | $1.6M | -10% | 13k | 121.40 |
|
| Chubb (CB) | 0.2 | $1.6M | -7% | 5.5k | 288.39 |
|
| Uber Technologies (UBER) | 0.2 | $1.6M | +4% | 21k | 75.16 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.2 | $1.6M | -4% | 35k | 44.72 |
|
| Annaly Capital Management (NLY) | 0.2 | $1.5M | 77k | 20.07 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $1.5M | -16% | 18k | 83.80 |
|
| Goldman Sachs (GS) | 0.2 | $1.5M | +9% | 3.1k | 495.19 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.5M | 5.4k | 280.49 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.5M | +12% | 19k | 79.42 |
|
| Target Corporation (TGT) | 0.2 | $1.5M | +7% | 9.7k | 155.86 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $1.5M | +3% | 144k | 10.45 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) | 0.2 | $1.5M | 42k | 35.49 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $1.5M | -13% | 19k | 78.03 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | +2% | 35k | 41.77 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.4M | +11% | 12k | 119.07 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.4M | +12% | 28k | 49.70 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $1.4M | +19% | 23k | 59.21 |
|
| Linde SHS (LIN) | 0.1 | $1.4M | -19% | 2.8k | 476.79 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.3M | +11% | 17k | 80.30 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.3M | -4% | 12k | 109.65 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.3M | +4% | 12k | 109.04 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.3M | -10% | 9.6k | 136.34 |
|
| Progressive Corporation (PGR) | 0.1 | $1.3M | -22% | 5.1k | 253.76 |
|
| Danaher Corporation (DHR) | 0.1 | $1.3M | 4.7k | 278.01 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | +10% | 21k | 62.32 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.3M | +28% | 11k | 116.96 |
|
| Deere & Company (DE) | 0.1 | $1.3M | -17% | 3.1k | 417.34 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | -12% | 15k | 83.63 |
|
| American Tower Reit (AMT) | 0.1 | $1.3M | +15% | 5.5k | 232.57 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.3M | 22k | 57.62 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $1.2M | +46% | 30k | 41.25 |
|
| Micron Technology (MU) | 0.1 | $1.2M | +12% | 12k | 103.71 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $1.2M | 27k | 45.11 |
|
|
| Duke Energy (DUK) | 0.1 | $1.2M | +4% | 11k | 115.30 |
|
| Cisco Systems (CSCO) | 0.1 | $1.2M | +18% | 23k | 53.22 |
|
| Amgen (AMGN) | 0.1 | $1.2M | -3% | 3.7k | 322.24 |
|
| Air Prods & Chems Sponsored Ads (APD) | 0.1 | $1.2M | -3% | 4.0k | 297.74 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.2M | 9.8k | 119.55 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.2M | 6.2k | 188.58 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $1.2M | +8% | 28k | 41.76 |
|
| Norfolk Southern (NSC) | 0.1 | $1.2M | -19% | 4.7k | 248.51 |
|
| Boeing Company (BA) | 0.1 | $1.1M | +8% | 7.5k | 152.04 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.1M | -3% | 6.8k | 160.64 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | +2% | 5.4k | 200.77 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.1M | +96% | 27k | 39.82 |
|
| Qualcomm (QCOM) | 0.1 | $1.1M | +30% | 6.2k | 170.04 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +4% | 21k | 51.12 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.1M | 7.1k | 149.64 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $1.0M | 5.3k | 195.39 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.0M | -2% | 22k | 45.49 |
|
| BlackRock (BLK) | 0.1 | $1.0M | -6% | 1.1k | 949.78 |
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $1.0M | +6% | 47k | 21.21 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $996k | +51% | 19k | 53.07 |
|
| BP Sponsored Adr (BP) | 0.1 | $995k | 32k | 31.39 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $987k | +10% | 1.6k | 631.68 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $967k | +7% | 7.6k | 126.81 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GMAY) | 0.1 | $934k | +29% | 26k | 36.24 |
|
| Unilever Spon Adr New (UL) | 0.1 | $926k | -19% | 14k | 64.96 |
|
| Nike CL B (NKE) | 0.1 | $923k | +14% | 10k | 88.40 |
|
| Analog Devices (ADI) | 0.1 | $922k | -21% | 4.0k | 230.19 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $922k | 997.00 | 924.50 |
|
|
| U.S. Bancorp (USB) | 0.1 | $920k | +18% | 20k | 45.73 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $918k | -6% | 2.4k | 381.67 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $914k | +26% | 1.7k | 527.93 |
|
| Ishares Tr Global Reit Etf (REET) | 0.1 | $901k | +14% | 34k | 26.69 |
|
| Union Pacific Corporation (UNP) | 0.1 | $895k | -15% | 3.6k | 246.51 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $892k | -23% | 3.7k | 240.02 |
|
| Ameriprise Financial (AMP) | 0.1 | $890k | 1.9k | 469.84 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $888k | -13% | 771.00 | 1151.67 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $878k | -21% | 836.00 | 1050.61 |
|
| PNC Financial Services (PNC) | 0.1 | $870k | -10% | 4.7k | 184.84 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $865k | +2% | 11k | 78.45 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $849k | -3% | 18k | 47.53 |
|
| Medtronic SHS (MDT) | 0.1 | $837k | -19% | 9.3k | 90.03 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $837k | -25% | 23k | 37.20 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $824k | +103% | 12k | 71.17 |
|
| General Dynamics Corporation (GD) | 0.1 | $821k | -6% | 2.7k | 302.24 |
|
| Applied Materials (AMAT) | 0.1 | $819k | -17% | 4.1k | 202.05 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $818k | NEW | 16k | 51.23 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $814k | -22% | 3.5k | 230.50 |
|
| Cigna Corp (CI) | 0.1 | $810k | +19% | 2.3k | 346.44 |
|
| Ishares Msci Chile Etf (ECH) | 0.1 | $803k | 29k | 27.28 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $797k | 8.9k | 89.36 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $791k | -37% | 2.1k | 375.38 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $784k | +55% | 9.6k | 81.23 |
|
| AFLAC Incorporated (AFL) | 0.1 | $778k | 7.0k | 111.80 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $770k | +28% | 7.9k | 97.49 |
|
| Becton, Dickinson and (BDX) | 0.1 | $769k | +45% | 3.2k | 241.14 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $767k | -19% | 10k | 73.67 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $765k | -3% | 3.3k | 229.07 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $764k | +19% | 9.8k | 77.91 |
|
| Gilead Sciences (GILD) | 0.1 | $763k | +3% | 9.1k | 83.84 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $761k | -6% | 8.4k | 90.80 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $756k | +19% | 3.3k | 230.62 |
|
| Dover Corporation (DOV) | 0.1 | $754k | +33% | 3.9k | 191.74 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $750k | +11% | 15k | 50.46 |
|
| Waste Management (WM) | 0.1 | $745k | +6% | 3.6k | 207.57 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $743k | +29% | 17k | 42.77 |
|
| Arista Networks (ANET) | 0.1 | $741k | 1.9k | 383.82 |
|
|
| Kkr & Co (KKR) | 0.1 | $738k | +42% | 5.6k | 130.58 |
|
| S&p Global (SPGI) | 0.1 | $737k | -23% | 1.4k | 516.71 |
|
| Ford Motor Company (F) | 0.1 | $736k | -18% | 70k | 10.56 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $732k | +11% | 40k | 18.26 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $728k | -32% | 14k | 51.74 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $711k | +15% | 5.1k | 140.34 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $704k | -28% | 48k | 14.57 |
|
| Booking Holdings (BKNG) | 0.1 | $704k | -35% | 167.00 | 4212.29 |
|
| Metropcs Communications (TMUS) | 0.1 | $702k | -15% | 3.4k | 206.37 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $701k | 34k | 20.38 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $700k | -5% | 858.00 | 816.20 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $700k | +14% | 7.5k | 93.85 |
|
| Alcon Ord Shs (ALC) | 0.1 | $698k | 7.0k | 99.99 |
|
|
| D.R. Horton (DHI) | 0.1 | $695k | 3.6k | 190.77 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $693k | 11k | 64.81 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $691k | +10% | 13k | 52.81 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $691k | 6.0k | 114.53 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $690k | +9% | 14k | 47.85 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $690k | +37% | 3.9k | 178.17 |
|
| Workday Cl A (WDAY) | 0.1 | $689k | +9% | 2.8k | 244.41 |
|
| Te Connectivity Ord Shs | 0.1 | $684k | NEW | 4.5k | 150.99 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $680k | +7% | 7.3k | 93.58 |
|
| Altria (MO) | 0.1 | $680k | -3% | 13k | 51.04 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $677k | -36% | 12k | 57.22 |
|
| Block Cl A (SQ) | 0.1 | $676k | 10k | 67.13 |
|
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $670k | 2.4k | 283.71 |
|
Past Filings by Insigneo Advisory Services
SEC 13F filings are viewable for Insigneo Advisory Services going back to 2022
- 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