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
COP
Conocophillips

Energy
-1.61K
- 11.46%
$91.0 - $98.99 $147K - $160K
12.5K $1.18B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-33
- 2.49%
$366.54 - $479.53 $12.1K - $15.8K
1.29K $506M
REET
Ishares Global Reit ETF

ETFs
-3.89K
- 17.69%
$24.45 - $25.91 $95.1K - $101K
18.1K $463M
OWL
Blue Owl Capital Inc.

Financial Services
-2.13K
- 10.89%
$16.93 - $20.8 $36K - $44.2K
17.4K $294M
VGSH
Vanguard

ETFs
-1.38K
- 4.17%
$58.43 - $58.88 $80.5K - $81.1K
31.6K $1.86B
TWLO
Twilio Inc

Communication Services
-158
- 6.44%
$92.44 - $132.7 $14.6K - $21K
2.3K $230M
APO
Apollo Global Management, Inc.

Financial Services
-244
- 5.11%
$131.55 - $156.05 $32.1K - $38.1K
4.53K $604M
T
At&T Inc.

Communication Services
-526
- 0.68%
$26.94 - $29.62 $14.2K - $15.6K
76.3K $2.15B
CB
Chubb LTD

Financial Services
-87
- 2.07%
$265.99 - $289.59 $23.1K - $25.2K
4.12K $1.16B
DEO
Diageo PLC

Consumer Defensive
-316
- 6.87%
$93.64 - $115.33 $29.6K - $36.4K
4.28K $409M
FLEX
Flex Ltd.

Technology
-2.7K
- 20.85%
$48.49 - $59.33 $131K - $160K
10.3K $595M
FCX
Freeport Mcmoran Inc

Basic Materials
-21
- 0.17%
$35.34 - $47.21 $742 - $991
12.4K $488M
HLN
Haleon PLC

Healthcare
-524
- 1.6%
$8.72 - $10.35 $4.57K - $5.42K
32.2K $289M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.24K
- 1.76%
$97.75 - $100.75 $122K - $125K
69.5K $6.97B
DOV
Dover Corp

Industrials
-57
- 2.31%
$165.59 - $190.9 $9.44K - $10.9K
2.41K $403M
NXPI
Nxp Semiconductors N.V.

Technology
-301
- 14.42%
$205.16 - $239.07 $61.8K - $72K
1.79K $407M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-627
- 32.61%
$171.01 - $228.24 $107K - $143K
1.3K $277M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-1.44K
- 27.44%
$49.31 - $57.77 $70.9K - $83.1K
3.8K $216M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-741
- 14.71%
$94.17 - $99.95 $69.8K - $74.1K
4.3K $429M
ROK
Rockwell Automation, Inc

Industrials
-247
- 10.81%
$328.67 - $358.52 $81.2K - $88.6K
2.04K $712M
SPGI
S&P Global Inc.

Financial Services
-6
- 0.58%
$484.94 - $564.15 $2.91K - $3.38K
1.03K $499M
SHEL
Shell PLC

Energy
-1.02K
- 3.95%
$69.82 - $73.93 $71.1K - $75.3K
24.8K $1.77B
PWR
Quanta Services, Inc.

Industrials
-171
- 21.87%
$372.29 - $421.68 $63.7K - $72.1K
611 $253M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-869
- 13.85%
$52.55 - $54.37 $45.7K - $47.2K
5.4K $292M
EMR
Emerson Electric CO

Industrials
-251
- 8.46%
$128.6 - $149.63 $32.3K - $37.6K
2.72K $356M
CAH
Cardinal Health Inc

Healthcare
-78
- 3.47%
$146.04 - $167.63 $11.4K - $13.1K
2.17K $340M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-354
- 5.43%
$100.37 - $100.74 $35.5K - $35.7K
6.16K $621M
OXY
Occidental Petroleum Corp

Energy
-1.89K
- 17.8%
$42.54 - $48.1 $80.4K - $90.9K
8.72K $412M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.03K
- 11.11%
$44.81 - $46.39 $46.3K - $47.9K
8.26K $383M
AON
Aon PLC

Financial Services
-88
- 5.72%
$350.91 - $375.27 $30.9K - $33K
1.45K $517M
Veralto Corp
-553
- 11.44%
N/A
4.28K $456M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-134
- 8.1%
$567.09 - $607.37 $76K - $81.4K
1.52K $906M
DG
Dollar General Corp

Consumer Defensive
-45
- 1.96%
$101.86 - $116.32 $4.58K - $5.23K
2.25K $232M
CCL
Carnival Corp

Consumer Cyclical
-1.33K
- 11.34%
$28.37 - $32.49 $37.8K - $43.3K
10.4K $301M
AFL
Aflac Inc

Financial Services
-390
- 16.41%
$98.09 - $111.7 $38.3K - $43.6K
1.99K $222M
IR
Ingersoll Rand Inc.

Industrials
-94
- 0.26%
$74.98 - $89.02 $7.05K - $8.37K
35.6K $2.94B
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-1.32K
- 10.96%
$6.12 - $7.9 $8.08K - $10.4K
10.7K $66.6M
TMUS
T Mobile Us, Inc.

Communication Services
-115
- 6.34%
$226.02 - $259.01 $26K - $29.8K
1.7K $407M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.19K
- 9.13%
$60.01 - $65.01 $71.2K - $77.1K
11.8K $768M
Amplify ETF Tr
-282
- 7.35%
N/A
3.55K $308M
ARES
Ares Management Corp

Financial Services
-18
- 1.2%
$159.89 - $192.76 $2.88K - $3.47K
1.48K $237M
UNP
Union Pacific Corp

Industrials
-174
- 5.66%
$214.91 - $237.16 $37.4K - $41.3K
2.9K $685M
FVD
First Tr Value Line Divid Inde

ETFs
-970
- 6.23%
$44.73 - $46.86 $43.4K - $45.5K
14.6K $675M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-1.5K
- 16.38%
$27.42 - $31.65 $41.1K - $47.5K
7.66K $233M
CVS
Cvs Health Corp

Healthcare
-941
- 11.64%
$58.75 - $76.5 $55.3K - $72K
7.14K $538M
PH
Parker Hannifin Corp

Industrials
-93
- 10.52%
$697.13 - $769.67 $64.8K - $71.6K
791 $600M
TIP
Ishares Tr Tips Bd ETF

ETFs
-477
- 1.53%
$109.11 - $111.88 $52K - $53.4K
30.6K $3.41B
EQIX
Equinix Inc

Real Estate
-8
- 0.98%
$756.7 - $811.13 $6.05K - $6.49K
806 $631M
SLB
Schlumberger Limited

Energy
-718
- 4.65%
$32.37 - $37.31 $23.2K - $26.8K
14.7K $506M
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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