Insigneo-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  "ARES",
  "FLEX",
  "MPWR",
  "GLOB",
  "GDX",
  null,
  null,
  "NLY",
  "ITUB",
  "AAL",
  "BEP",
  null,
  "HUM",
  null,
  null,
  "AAXJ",
  null,
  "ONON",
  "SNOW",
  "MU",
  "NVG",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "BABA",
  "SBCF",
  "JEF",
  null,
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  "GDXJ",
  "NMZ",
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "AWP",
  "NRGV",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BMA",
  "SAN",
  "BBDC",
  "BIDU",
  "BITF",
  null,
  "BSX",
  null,
  "HTZ",
  null,
  "CSQ",
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  "JMIA",
  null,
  "DUK",
  "EVT",
  "D",
  "NNDM",
  "GHY",
  null,
  "PTY",
  "PAGP",
  "PDI",
  null,
  "RC",
  "EQNR",
  "TPIC",
  "EXPE",
  null,
  null,
  "AGRO",
  "BMEZ",
  "FCX",
  "FRA",
  null,
  null,
  "GD",
  null,
  "GILD",
  null,
  null,
  null,
  null,
  "HLT",
  null,
  null,
  "BCAT",
  "HON",
  "HD",
  "CEPU",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "GGN",
  "QCOM",
  null,
  null,
  null,
  null,
  "ISRG",
  "HUBS",
  null,
  null,
  "GOF",
  "HWM",
  "LEN",
  "GSIE",
  "AMAT",
  "INVZ",
  "EMR",
  null,
  null,
  null,
  "ICE",
  null,
  "MUB",
  "META",
  null,
  "LOMA",
  "MHLD",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "PAM",
  null,
  null,
  "IJH",
  null,
  null,
  "RANI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TGS",
  null,
  null,
  null,
  null,
  null,
  "RNP",
  null,
  "OXLC",
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  "PCN",
  null,
  null,
  null,
  "EXG",
  "MAV",
  null,
  "MPC",
  null,
  "MMC",
  "PWR",
  null,
  "MRVL",
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "FIS",
  "SUPV",
  "GE",
  "GPC",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  null,
  null,
  null,
  "EMD",
  "ORLY",
  "ICLR",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  "DOC",
  null,
  "REG",
  "FPAY",
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "LPLA",
  "AMGN",
  "KVUE",
  "MSTR",
  null,
  "REGN",
  "ROK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "AGNC",
  "SOUN",
  "RCL",
  "VOE",
  "SCHW",
  "ALC",
  "TCPC",
  null,
  null,
  "VWO",
  "ETV",
  "BCH",
  null,
  null,
  null,
  null,
  "PRF",
  null,
  "AMTB",
  "DSL",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "LYG",
  null,
  "TTE",
  null,
  null,
  "ACP",
  null,
  "RVPH",
  null,
  "SNY",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "BN.TO",
  "VTR",
  null,
  "DD",
  "VRTX",
  "EA",
  "TT",
  null,
  "GGAL",
  "SAIA",
  "ADSK",
  "AON",
  "GM",
  "APTV",
  "STWD",
  null,
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "WSO",
  "F",
  "EQR",
  "DEO",
  "WM",
  "FTNT",
  "IWR",
  "IR",
  "CAH",
  "VLRS",
  "FHI",
  null,
  null,
  null,
  null,
  null,
  "RACE",
  "NVO",
  "DHI",
  "AMZN",
  null,
  "NIO",
  null,
  "CHY",
  null,
  null,
  "IVE",
  "LCID",
  null,
  "DOX",
  null,
  null,
  "CEF",
  "HDB",
  "ABEV",
  null,
  "RGA",
  null,
  "ACM",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  null,
  null,
  "VALE",
  "MGK",
  null,
  "VXUS",
  "VTWO",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "VIST",
  "VICI",
  "WMT",
  "WFC",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  "WPC",
  null,
  "WDAY",
  "YPF",
  "HPP",
  null,
  "AEM",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "MSCI",
  "NSC",
  "JCI",
  "NXPI",
  "MFC",
  "IEP",
  null,
  "SO",
  null,
  "TTD",
  "CRM",
  "SHG",
  "TDY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HBI",
  "IUSV",
  null,
  "GEV",
  "MELI",
  "MCK",
  "HESM",
  null,
  "SPYV",
  null,
  "GWW",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "BAC",
  "BBVA",
  "BBD",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  null,
  "BA",
  null,
  "MHD",
  "OWL",
  "BOC",
  "BMY",
  "BDN",
  "BXP",
  "CCJ",
  "CDNS",
  "CDW",
  "CGAU",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  null,
  "C",
  "KO",
  null,
  "COIN",
  "CMCSA",
  "CTSH",
  "CAG",
  "COP",
  "STZ",
  "COTY",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DE",
  "DAL",
  "DOCU",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "J",
  "ADI",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 634
Total Value: 969312324
Accession Number: 0001964958-25-000002
Form Type: 13F-HR
CIK: insigneo-advisory-services
Manager Name: Insigneo-Advisory-Services

Data Enrichment

67% identified

426 identified208 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

634 positions • $969,312.324K total value

634 positions

Manager:

SEC FilingSEC DataHachi Filing

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464288679

Shares:34.8K

Value:$3.8M

MERCADOLIBRE INC

MELI|58733R102

Shares:1.9K

Value:$3.8M

92189F437

Shares:128.2K

Value:$3.7M

JOHNSON & JOHNSON

JNJ|478160104

Shares:21.7K

Value:$3.6M

47103U845

Shares:68.9K

Value:$3.5M

PIMCO CORPORATE & INCOME STRATEGY FUND

PCN|72200U100

Shares:248.7K

Value:$3.4M

032108649

Shares:279.1K

Value:$3.4M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:79.7K

Value:$3.3M

COCA COLA CO

KO|191216100

Shares:46.3K

Value:$3.3M

YPF SOCIEDAD ANONIMA

YPF|984245100

Shares:93.7K

Value:$3.3M

921910816

MGK|921910816

Shares:10.5K

Value:$3.3M

Salesforce, Inc.

CRM|79466L302

Shares:12.1K

Value:$3.3M

HOME DEPOT, INC.

HD|437076102

Shares:8.8K

Value:$3.2M

CHEVRON CORP

CVX|166764100

Shares:19.0K

Value:$3.2M

921909768

VXUS|921909768

Shares:50.9K

Value:$3.2M

46138B103

Shares:138.0K

Value:$3.1M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.9K

Value:$3.1M

Alibaba Group Holding Ltd

BABA|01609W102

Shares:23.4K

Value:$3.1M

46434V407

Shares:71.1K

Value:$3.0M

92204A702

VGT|92204A702

Shares:5.6K

Value:$3.0M

Instrument	Shares		Other Manager	Value
(cusip464288679)✕	34.8K	QoQ -3.77% (-1.4K) YoY NEW(+34.8K)	All Managers (Combined)	$3.8M	QoQ -3.46% (-$138.0K) YoY NEW(+$3.8M)
MERCADOLIBRE INC(MELIcusip58733R102)	1.9K	QoQ +9.48% (+167) YoY -4.41% (-89)	All Managers (Combined)	$3.8M	QoQ +25.64% (+$767.3K) YoY +23.31% (-$710.8K)
(cusip92189F437)✕	128.2K	QoQ +12.79% (+14.5K) YoY NEW(+128.2K)	All Managers (Combined)	$3.7M	QoQ +13.53% (+$441.2K) YoY NEW(+$3.7M)
JOHNSON & JOHNSON(JNJcusip478160104)	21.7K	QoQ +6.09% (+1.2K) YoY -11.47% (-2.8K)	All Managers (Combined)	$3.6M	QoQ +21.65% (+$639.5K) YoY -7.19% (-$278.3K)
(cusip47103U845)✕	68.9K	QoQ +41.98% (+20.4K) YoY NEW(+68.9K)	All Managers (Combined)	$3.5M	QoQ +41.97% (+$1.0M) YoY NEW(+$3.5M)
PIMCO CORPORATE & INCOME STRATEGY FUND(PCNcusip72200U100)	248.7K	QoQ +0.08% (+200) YoY NEW(+248.7K)	All Managers (Combined)	$3.4M	QoQ +1.79% (+$59.9K) YoY NEW(+$3.4M)
(cusip032108649)✕	279.1K	QoQ +2.02% (+5.5K) YoY NEW(+279.1K)	All Managers (Combined)	$3.4M	QoQ +24.52% (+$666.3K) YoY NEW(+$3.4M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	79.7K	QoQ -8.94% (-7.8K) YoY +82.85% (+36.1K)	All Managers (Combined)	$3.3M	QoQ -13.54% (-$521.1K) YoY +101.22% (+$1.7M)
COCA COLA CO(KOcusip191216100)	46.3K	QoQ +5.53% (+2.4K) YoY +2.08% (+945)	All Managers (Combined)	$3.3M	QoQ +21.39% (+$584.7K) YoY +18.54% (+$519.0K)
YPF SOCIEDAD ANONIMA(YPFcusip984245100)	93.7K	QoQ +143.78% (+55.3K) YoY +111.83% (+49.5K)	All Managers (Combined)	$3.3M	QoQ +100.94% (+$1.6M) YoY +274.88% (+$2.4M)
(MGKcusip921910816)	10.5K	QoQ +110.25% (+5.5K) YoY NEW(+10.5K)	All Managers (Combined)	$3.3M	QoQ +89.11% (+$1.5M) YoY NEW(+$3.3M)
Salesforce, Inc.(CRMcusip79466L302)	12.1K	QoQ +30.72% (+2.9K) YoY +415.95% (+9.8K)	All Managers (Combined)	$3.3M	QoQ +4.93% (+$153.2K) YoY +359.27% (+$2.5M)
HOME DEPOT, INC.(HDcusip437076102)	8.8K	QoQ +4.25% (-358) YoY -30.19% (-3.8K)	All Managers (Combined)	$3.2M	QoQ -1.78% (-$58.4K) YoY -33.31% (-$1.6M)
CHEVRON CORP(CVXcusip166764100)	19.0K	QoQ -5.51% (-1.1K) YoY -2.24% (-438)	All Managers (Combined)	$3.2M	QoQ +9.12% (-$266.3K) YoY +3.67% (-$112.8K)
(VXUScusip921909768)	50.9K	QoQ +8.79% (+4.1K) YoY +67.27% (+20.5K)	All Managers (Combined)	$3.2M	QoQ +14.64% (+$403.5K) YoY +72.27% (+$1.3M)
(cusip46138B103)✕	138.0K	QoQ +2.40% (+3.2K) YoY NEW(+138.0K)	All Managers (Combined)	$3.1M	QoQ +7.76% (+$223.9K) YoY NEW(+$3.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.9K	QoQ -7.85% (-504) YoY -40.82% (-4.1K)	All Managers (Combined)	$3.1M	QoQ -4.59% (-$149.3K) YoY -37.35% (-$1.8M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	23.4K	QoQ +27.82% (+5.1K) YoY -36.60% (-13.5K)	All Managers (Combined)	$3.1M	QoQ +99.33% (+$1.5M) YoY +15.84% (-$423.6K)
(cusip46434V407)✕	71.1K	QoQ +22.17% (+12.9K) YoY NEW(+71.1K)	All Managers (Combined)	$3.0M	QoQ +21.91% (+$543.8K) YoY NEW(+$3.0M)
(VGTcusip92204A702)	5.6K	QoQ -0.05% (-3) YoY +14.32% (+698)	All Managers (Combined)	$3.0M	QoQ -12.81% (-$444.3K) YoY +18.25% (+$466.6K)