Insigneo Advisory Services, LLC Reduced Holdings in Q3 2025

Insigneo Advisory Services, LLC

  • $1.42 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-29.1K
- 26.1%
$55.61 - $57.37 $1.62M - $1.67M
82.3K $4.7B
TT
Trane Technologies PLC

Industrials
-19
- 0.03%
$398.96 - $472.54 $7.58K - $8.98K
71.4K $30.1B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-19K
- 25.68%
$50.53 - $50.82 $961K - $966K
55K $2.79B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-17.2K
- 19.17%
$50.82 - $51.09 $872K - $876K
72.3K $3.69B
VALE
Vale S.A.

Basic Materials
-91K
- 41.37%
$9.53 - $10.95 $867K - $996K
129K $1.4B
HON
Honeywell International Inc

Industrials
-880
- 3.91%
$207.7 - $240.4 $183K - $212K
21.6K $4.55B
MSTR
Microstrategy Inc

Technology
-728
- 15.65%
$300.7 - $455.9 $219K - $332K
3.93K $1.26B
DIS
Walt Disney CO

Communication Services
-1.47K
- 3.6%
$112.25 - $124.0 $165K - $182K
39.3K $4.5B
V
Visa Inc.

Financial Services
-566
- 2.26%
$332.09 - $358.86 $188K - $203K
24.5K $8.35B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 11.11%
$692600.0 - $759798.0 $693K - $760K
8 $6.03B
HYD
Vaneck High Yield Muni ETF

ETFs
-9.46K
- 42.3%
$48.85 - $50.94 $462K - $482K
12.9K $657M
NOW
Service Now, Inc.

Technology
-199
- 8.6%
$850.86 - $1044.69 $169K - $208K
2.12K $1.95B
PANW
Palo Alto Networks Inc

Technology
-2K
- 11.19%
$167.06 - $208.19 $335K - $417K
15.9K $3.24B
KO
Coca Cola CO

Consumer Defensive
-2.08K
- 4.22%
$65.67 - $71.67 $137K - $149K
47.3K $3.14B
EEM
Ishares Msci Emerging Markets

ETFs
-10.6K
- 24.2%
$48.07 - $53.4 $509K - $566K
33.2K $1.77B
ZTS
Zoetis Inc.

Healthcare
-1.81K
- 35.26%
$141.13 - $159.19 $256K - $289K
3.33K $487M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.66K
- 16.16%
$65.64 - $78.22 $175K - $208K
13.8K $926M
ABT
Abbott Laboratories

Healthcare
-1.9K
- 14.33%
$120.51 - $136.62 $228K - $259K
11.3K $1.52B
AMP
Ameriprise Financial Inc

Financial Services
-401
- 21.62%
$486.13 - $544.55 $195K - $218K
1.45K $714M
SHW
Sherwin Williams CO

Basic Materials
-752
- 33.75%
$330.88 - $375.23 $249K - $282K
1.48K $511M
Kenvue Inc
-6.88K
- 29.21%
N/A
16.7K $271M
TDG
Trans Digm Group Inc

Industrials
-113
- 31.13%
$1271.04 - $1620.83 $144K - $183K
250 $329M
MSCI
Msci Inc.

Financial Services
-27
- 0.13%
$526.48 - $588.0 $14.2K - $15.9K
21.1K $12B
KKR
Kkr & Co. Inc.

Financial Services
-1.39K
- 24.68%
$129.95 - $152.16 $181K - $211K
4.24K $551M
VIG
Vanguard Dividend Appreciation

ETFs
-981
- 46.16%
N/A
1.14K $247M
MRK
Merck & Co., Inc.

Healthcare
-3.17K
- 17.5%
$77.6 - $87.37 $246K - $277K
14.9K $1.25B
WDAY
Workday, Inc.

Technology
-751
- 29.06%
$213.69 - $247.69 $160K - $186K
1.83K $441M
ABNB
Airbnb, Inc.

Consumer Cyclical
-781
- 10.46%
$118.3 - $142.16 $92.4K - $111K
6.69K $812M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-852
- 27.78%
$404.94 - $499.99 $345K - $426K
2.22K $1.07B
ALL
Allstate Corp

Financial Services
-879
- 47.08%
$192.0 - $214.65 $169K - $189K
988 $212M
ORCC
Owl Rock Capital Corp

Financial Services
-6.54K
- 12.82%
N/A
44.5K $568M
CEPU
Central Puerto S.A.

Utilities
-4.23K
- 13.3%
$7.68 - $12.96 $32.5K - $54.8K
27.6K $221M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.36K
- 25.87%
$171.38 - $197.01 $233K - $268K
3.9K $764M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.06K
- 35.32%
$83.65 - $95.26 $172K - $196K
3.76K $332M
SPOT
Spotify Technology S.A.

Communication Services
-14
- 0.76%
$620.01 - $738.53 $8.68K - $10.3K
1.82K $1.27B
Fidelity Wise Origin Bitcoin
-1.76K
- 25.29%
N/A
5.2K $519M
MCK
Mckesson Corp

Healthcare
-214
- 25.69%
$659.01 - $772.54 $141K - $165K
619 $478M
PHYS
Sprott Physical Gold Trust

Financial Services
-19.5K
- 18.69%
$25.02 - $29.62 $487K - $576K
84.6K $2.51B
TGS
Gas Transporter Of The South Inc

Energy
-1.08K
- 5.11%
$20.12 - $30.01 $21.7K - $32.4K
20.1K $422M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-1.27K
- 32.15%
$92.14 - $93.55 $117K - $119K
2.68K $251M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-177
- 14.38%
$332.69 - $399.0 $58.9K - $70.6K
1.05K $350M
Ge Healthcare Technologies I
-1.46K
- 18.94%
N/A
6.26K $470M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-2.7K
- 21.18%
$44.57 - $46.53 $120K - $126K
10.1K $468M
WM
Waste Management Inc

Industrials
-342
- 10.68%
$213.88 - $237.1 $73.1K - $81.1K
2.86K $632M
DOW
Dow Inc.

Basic Materials
-2.43K
- 19.27%
$20.87 - $30.37 $50.6K - $73.6K
10.2K $233M
ICE
Intercontinental Exchange, Inc.

Financial Services
-46
- 0.75%
$167.28 - $188.45 $7.69K - $8.67K
6.1K $1.03B
ALC
Alcon Inc

Healthcare
-229
- 3.86%
$73.24 - $92.22 $16.8K - $21.1K
5.7K $425M
CDW
Cdw Corp

Technology
-165
- 4.73%
$156.97 - $182.84 $25.9K - $30.2K
3.33K $530M
PGR
Progressive Corp

Financial Services
-55
- 1.55%
$238.61 - $264.3 $13.1K - $14.5K
3.5K $865M
Activity Summary
Buys All Purchases 437 New Holdings 115 Increased Positions 322 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 3 Puts 0
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