Insigneo Advisory Services, LLC Sells in Q4 2024

Insigneo Advisory Services, LLC

  • $968 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-4.2K
- 4.91%
$406.35 - $454.46 $1.71M - $1.91M
81.3K $34.3B
UNH
Unitedhealth Group Inc

Healthcare
-3.36K
- 34.37%
$485.52 - $625.25 $1.63M - $2.1M
6.42K $3.25B
XLK
Technology Sector Spdr

ETFs
-11.2K
- 54.09%
$220.26 - $241.44 $2.47M - $2.71M
9.51K $2.21B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.69K
- 20.99%
$521.84 - $558.82 $2.45M - $2.62M
17.6K $9.51B
EEM
Ishares Msci Emerging Markets

ETFs
-44.7K
- 45.41%
$41.82 - $47.36 $1.87M - $2.12M
53.7K $2.25B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-40.1K
- 78.48%
$53.94 - $58.15 $2.16M - $2.33M
11K $619M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-25.6K
- 31.53%
$57.53 - $60.83 $1.47M - $1.56M
55.6K $3.2B
ABBV
Abb Vie Inc.

Healthcare
-6.87K
- 33.87%
$164.99 - $203.87 $1.13M - $1.4M
13.4K $2.38B
LLY
Eli Lilly & CO

Healthcare
-1.07K
- 16.35%
$727.2 - $932.06 $781K - $1M
5.5K $4.24B
AMD
Advanced Micro Devices Inc

Technology
-2.97K
- 11.39%
$118.88 - $172.8 $353K - $514K
23.1K $2.79B
META
Meta Platforms, Inc.

Communication Services
-3.03K
- 7.99%
$554.08 - $632.68 $1.68M - $1.92M
34.9K $20.5B
XOM
Exxon Mobil Corp

Energy
-7.55K
- 16.09%
$105.51 - $125.37 $796K - $946K
39.4K $4.23B
PG
Procter & Gamble CO

Consumer Defensive
-5.39K
- 27.57%
$161.05 - $179.7 $868K - $968K
14.2K $2.37B
HD
Home Depot, Inc.

Consumer Cyclical
-2.14K
- 20.24%
$385.02 - $431.37 $822K - $921K
8.42K $3.27B
FJAN
First Exc Trd Viii Cboe Vest U
-22.5K
- 64.65%
N/A
12.3K $564M
CAT
Caterpillar Inc

Industrials
-2.13K
- 30.0%
$360.37 - $416.88 $769K - $889K
4.98K $1.81B
COP
Conocophillips

Energy
-8.23K
- 37.91%
$95.12 - $114.72 $783K - $945K
13.5K $1.34B
TXN
Texas Instruments Inc

Technology
-4.18K
- 51.12%
N/A
4K $750M
NEE
Nextera Energy Inc

Utilities
-8.44K
- 34.07%
$69.77 - $85.43 $589K - $721K
16.3K $1.17B
Linde PLC
-1.66K
- 58.51%
N/A
1.18K $494M
IBM
International Business Machines Corp

Technology
-3.81K
- 37.94%
$204.9 - $238.04 $780K - $906K
6.23K $1.37B
ETN
Eaton Corp PLC

Industrials
-2.54K
- 49.22%
$326.96 - $377.52 $830K - $959K
2.62K $870M
PEP
Pepsico Inc

Consumer Defensive
-4.22K
- 39.87%
$151.29 - $176.1 $638K - $743K
6.37K $968M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.23K
- 22.8%
$288.47 - $316.54 $644K - $707K
7.56K $2.19B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.79K
- 35.73%
$316.94 - $357.88 $883K - $997K
5.01K $1.72B
JNJ
Johnson & Johnson

Healthcare
-2.67K
- 11.58%
$143.34 - $165.86 $383K - $443K
20.4K $2.95B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.64K
- 6.03%
$96.64 - $101.23 $448K - $469K
72.2K $7B
GLD
Spdr Gold Trust

ETFs
-2.97K
- 4.55%
$236.59 - $257.5 $703K - $766K
62.3K $15.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.43K
- 31.82%
$124.26 - $134.12 $799K - $862K
13.8K $1.77B
KO
Coca Cola CO

Consumer Defensive
-4.16K
- 8.65%
$61.74 - $71.71 $257K - $298K
43.9K $2.73B
GE
General Electric CO

Industrials
-3.36K
- 54.46%
$159.95 - $194.23 $537K - $652K
2.81K $468M
PFE
Pfizer Inc

Healthcare
-19.1K
- 24.52%
$24.8 - $30.19 $473K - $576K
58.8K $1.56B
ASML
Asml Holding Nv

Technology
-394
- 13.36%
$658.43 - $872.27 $259K - $344K
2.55K $1.77B
MS
Morgan Stanley

Financial Services
-9.2K
- 40.79%
$104.42 - $134.99 $960K - $1.24M
13.4K $1.68B
NSC
Norfolk Southern Corp

Industrials
-2.54K
- 54.62%
$230.6 - $277.0 $587K - $705K
2.11K $496M
ADBE
Adobe Inc.

Technology
-682
- 14.41%
$437.39 - $552.96 $298K - $377K
4.05K $1.8B
VZ
Verizon Communications Inc

Communication Services
-10.9K
- 26.75%
$39.6 - $45.21 $433K - $494K
29.9K $1.2B
PGR
Progressive Corp

Financial Services
-2.35K
- 45.73%
$239.6 - $268.88 $564K - $632K
2.79K $669M
PM
Philip Morris International Inc.

Consumer Defensive
-5.11K
- 38.73%
$118.38 - $133.06 $605K - $680K
8.09K $973M
BAC
Bank Of America Corp

Financial Services
-25.1K
- 22.31%
$39.22 - $47.77 $986K - $1.2M
87.6K $3.85B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-4.79K
- 12.61%
$63.27 - $70.31 $303K - $337K
33.2K $2.11B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.29K
- 19.31%
$238.25 - $261.28 $545K - $597K
9.55K $2.31B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-416
- 49.76%
$701.85 - $1046.91 $292K - $436K
420 $299M
CB
Chubb LTD

Financial Services
-1.83K
- 33.0%
$271.57 - $301.89 $496K - $551K
3.71K $1.02B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.68K
- 8.4%
$82.28 - $117.52 $138K - $197K
18.3K $1.55B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.19K
- 11.84%
$87.1 - $98.49 $278K - $314K
23.7K $2.07B
MA
Mastercard Inc

Financial Services
-1.84K
- 14.75%
$491.3 - $536.15 $902K - $984K
10.6K $5.59B
INTU
Intuit Inc

Technology
-903
- 29.54%
$602.01 - $706.25 $544K - $638K
2.15K $1.35B
WFC
Wells Fargo & Company

Financial Services
-13.3K
- 46.32%
$54.98 - $77.35 $730K - $1.03M
15.4K $1.08B
Activity Summary
Buys All Purchases 268 New Holdings 78 Increased Positions 190 Sells All Sells 299 Reductions 299 Sold out 0 Options Calls 0 Puts 0
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