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
SCHW
Schwab Charles Corp

Financial Services
-468
- 3.08%
$91.03 - $98.69 $42.6K - $46.2K
14.7K $1.41B
CSX
Csx Corp

Industrials
-69
- 0.85%
$32.05 - $36.52 $2.21K - $2.52K
8.06K $286M
HBI
Hanesbrands Inc.

Consumer Cyclical
-2K
- 11.63%
$4.07 - $6.59 $8.14K - $13.2K
15.2K $100M
MSI
Motorola Solutions, Inc.

Technology
-14
- 1.85%
$408.73 - $490.3 $5.72K - $6.86K
741 $339M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-53
- 0.33%
$37.2 - $39.77 $1.97K - $2.11K
16.2K $641M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-44
- 0.34%
$24.46 - $26.5 $1.08K - $1.17K
12.8K $338M
JCI
Johnson Controls International PLC

Industrials
-52
- 0.76%
$103.24 - $111.73 $5.37K - $5.81K
6.76K $743M
First Tr Exchng Traded Fd Vi
-400
- 0.94%
N/A
42.2K $1.65B
DUK
Duke Energy Corp

Utilities
-303
- 2.78%
$116.31 - $125.93 $35.2K - $38.2K
10.6K $1.31B
First Tr Exchng Traded Fd Vi
-700
- 1.71%
N/A
40.3K $1.63B
SRE
Sempra Energy

Utilities
-222
- 6.49%
$74.14 - $89.98 $16.5K - $20K
3.2K $288M
GPC
Genuine Parts CO

Consumer Cyclical
-324
- 7.55%
$122.23 - $142.77 $39.6K - $46.3K
3.97K $550M
TDY
Teledyne Technologies Inc

Technology
-41
- 5.63%
$509.51 - $586.04 $20.9K - $24K
687 $402M
LHX
L3 Harris Technologies, Inc.

Industrials
-134
- 10.32%
$252.18 - $305.41 $33.8K - $40.9K
1.16K $356M
VTR
Ventas, Inc.

Real Estate
-124
- 2.08%
$62.76 - $69.99 $7.78K - $8.68K
5.82K $408M
SOXX
Ishares Semiconductor ETF

ETFs
-385
- 9.07%
$236.93 - $271.12 $91.2K - $104K
3.86K $1.05B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.26%
$42.88 - $49.1 $772 - $884
6.8K $329M
IWR
Ishares Russell Mid Cap ETF

ETFs
-179
- 1.58%
$92.26 - $97.51 $16.5K - $17.5K
11.2K $1.08B
VUG
Vanguard Growth ETF

ETFs
-330
- 7.04%
$433.97 - $484.08 $143K - $160K
4.36K $2.09B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-271
- 2.71%
$51.78 - $57.89 $14K - $15.7K
9.73K $560M
Listed Fds Tr
-1.23K
- 9.74%
N/A
11.4K $738M
D
Dominion Energy, Inc

Utilities
-149
- 1.39%
$56.32 - $62.1 $8.39K - $9.25K
10.6K $646M
XLI
Industrial Sector Spdr

ETFs
-35
- 0.51%
$147.94 - $154.99 $5.18K - $5.42K
6.84K $1.05B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-71
- 1.92%
$112.94 - $129.99 $8.02K - $9.23K
3.62K $463M
PFE
Pfizer Inc

Healthcare
-1.37K
- 2.19%
$23.29 - $25.88 $31.8K - $35.4K
61.1K $1.56B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2
- 0.01%
$45.4 - $47.61 $90.8 - $95.2
27.9K $1.33B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-65
- 0.55%
$50.7 - $54.86 $3.3K - $3.57K
11.7K $638M
IRBO
Ishares Robotics & Artificial

ETFs
-302
- 2.49%
N/A
11.8K $540M
EA
Electronic Arts Inc.

Communication Services
-88
- 5.84%
$147.79 - $202.05 $13K - $17.8K
1.42K $286M
NEE
Nextera Energy Inc

Utilities
-1.03K
- 4.99%
$69.77 - $77.54 $72K - $80K
19.7K $1.48B
SQ
Block, Inc.

Technology
-19
- 0.17%
N/A
11.4K $825M
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 0.91%
$514.61 - $682.78 $2.57K - $3.41K
547 $349M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-38
- 1.76%
$232.86 - $268.01 $8.85K - $10.2K
2.12K $550M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.07K
- 2.68%
$44.76 - $47.49 $47.8K - $50.7K
38.7K $1.84B
BP
Bp PLC

Energy
-1.09K
- 4.97%
$30.25 - $35.69 $32.8K - $38.7K
20.8K $715M
VLUE
Ishares Msci Usa Value Factor

ETFs
-69
- 1.15%
$111.55 - $125.05 $7.7K - $8.63K
5.91K $739M
SONY
Sony Group Corp

Technology
-57
- 0.23%
$23.92 - $30.07 $1.36K - $1.71K
25K $719M
MO
Altria Group, Inc.

Consumer Defensive
-323
- 2.68%
$57.75 - $67.68 $18.7K - $21.9K
11.7K $774M
Aptiv PLC
-327
- 6.07%
N/A
5.06K $436M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-107
- 0.53%
$40.15 - $43.86 $4.3K - $4.69K
20.1K $881M
MPWR
Monolithic Power Systems Inc

Technology
-66
- 8.92%
$711.24 - $922.81 $46.9K - $60.9K
674 $621M
NOC
Northrop Grumman Corp

Industrials
-142
- 9.09%
$498.9 - $609.32 $70.8K - $86.5K
1.42K $865M
EWJ
Ishares Msci Japan ETF

ETFs
-985
- 2.78%
$71.69 - $81.49 $70.6K - $80.3K
34.5K $2.76B
CIEN
Ciena Corp

Technology
-572
- 18.65%
$77.75 - $145.67 $44.5K - $83.3K
2.5K $363M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-400
- 1.52%
$72.65 - $78.68 $29.1K - $31.5K
26K $2.03B
Lam Research Corp
-229
- 5.22%
N/A
4.15K $556M
TJX
Tjx Companies Inc

Consumer Cyclical
-566
- 5.36%
$121.35 - $144.54 $68.7K - $81.8K
9.99K $1.44B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-84
- 0.92%
$89.32 - $107.82 $7.5K - $9.06K
9.07K $978M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.02%
$215.01 - $273.02 $215 - $273
5.9K $1.48B
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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