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

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:35.5K

Value:$3.0M

Palo Alto Networks Inc

PANW|697435105

Shares:17.5K

Value:$3.0M

ORACLE CORP

ORCL|68389X105

Shares:21.1K

Value:$2.9M

81369Y803

XLK|81369Y803

Shares:14.3K

Value:$2.9M

464287176

Shares:26.5K

Value:$2.9M

922908512

VOE|922908512

Shares:18.2K

Value:$2.9M

SHOPIFY INC.

SHOP|82509L107

Shares:29.6K

Value:$2.8M

AbbVie Inc.

ABBV|00287Y109

Shares:13.5K

Value:$2.8M

AMERICAN EXPRESS CO

AXP|025816109

Shares:10.4K

Value:$2.8M

Vista Energy, S.A.B. de C.V.

VIST|92837L109

Shares:60.3K

Value:$2.8M

922042742

VT|922042742

Shares:24.1K

Value:$2.8M

81369Y209

Shares:18.3K

Value:$2.7M

Ingersoll Rand Inc.

IR|45687V106

Shares:33.2K

Value:$2.7M

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:181.5K

Value:$2.6M

Marathon Petroleum Corp

MPC|56585A102

Shares:17.2K

Value:$2.5M

464287432

Shares:27.3K

Value:$2.5M

922042874

VGK|922042874

Shares:35.2K

Value:$2.5M

464288687

Shares:80.4K

Value:$2.5M

MCDONALDS CORP

MCD|580135101

Shares:7.9K

Value:$2.5M

85207H104

Shares:101.1K

Value:$2.4M

Instrument	Shares		Other Manager	Value
Palantir Technologies Inc.(PLTRcusip69608A108)	35.5K	QoQ -12.59% (-5.1K) YoY +48.86% (+11.7K)	All Managers (Combined)	$3.0M	QoQ -2.45% (-$75.6K) YoY +446.01% (+$2.4M)
Palo Alto Networks Inc(PANWcusip697435105)	17.5K	QoQ +2.58% (-440) YoY +96.74% (+8.6K)	All Managers (Combined)	$3.0M	QoQ -3.79% (-$117.6K) YoY +18.15% (+$457.9K)
ORACLE CORP(ORCLcusip68389X105)	21.1K	QoQ +37.35% (+5.7K) YoY +73.55% (+8.9K)	All Managers (Combined)	$2.9M	QoQ +15.24% (+$390.0K) YoY +93.18% (+$1.4M)
(XLKcusip81369Y803)	14.3K	QoQ +49.88% (+4.7K) YoY +39.44% (+4.0K)	All Managers (Combined)	$2.9M	QoQ +33.10% (+$732.0K) YoY +38.24% (+$814.1K)
(cusip464287176)✕	26.5K	QoQ +1.87% (+487) YoY NEW(+26.5K)	All Managers (Combined)	$2.9M	QoQ +6.21% (+$172.0K) YoY NEW(+$2.9M)
(VOEcusip922908512)	18.2K	QoQ 0.00% (-0) YoY +0.65% (+118)	All Managers (Combined)	$2.9M	QoQ -0.76% (-$22.4K) YoY +3.64% (+$102.5K)
SHOPIFY INC.(SHOPcusip82509L107)	29.6K	QoQ +7.01% (-1.9K) YoY -3.56% (-1.1K)	All Managers (Combined)	$2.8M	QoQ -3.90% (-$114.9K) YoY +19.31% (-$457.4K)
AbbVie Inc.(ABBVcusip00287Y109)	13.5K	QoQ +0.37% (+50) YoY -41.28% (-9.5K)	All Managers (Combined)	$2.8M	QoQ +18.34% (+$437.1K) YoY -32.44% (-$1.4M)
AMERICAN EXPRESS CO(AXPcusip025816109)	10.4K	QoQ +2.59% (-264) YoY -26.07% (-3.7K)	All Managers (Combined)	$2.8M	QoQ -6.99% (-$210.9K) YoY -12.64% (-$406.3K)
Vista Energy, S.A.B. de C.V.(VISTcusip92837L109)	60.3K	QoQ +357.91% (+47.1K) YoY NEW(+60.3K)	All Managers (Combined)	$2.8M	QoQ +294.02% (+$2.1M) YoY NEW(+$2.8M)
(VTcusip922042742)	24.1K	QoQ +1.62% (+386) YoY +2.64% (+621)	All Managers (Combined)	$2.8M	QoQ +0.30% (+$8.5K) YoY +7.70% (+$199.9K)
(cusip81369Y209)✕	18.3K	QoQ -7.91% (-1.6K) YoY +80.98% (+8.2K)	All Managers (Combined)	$2.7M	QoQ -2.26% (-$62.0K) YoY +78.88% (+$1.2M)
Ingersoll Rand Inc.(IRcusip45687V106)	33.2K	QoQ +0.05% (-18) YoY -7.93% (-2.9K)	All Managers (Combined)	$2.7M	QoQ -11.48% (-$344.7K) YoY -22.40% (-$767.2K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	181.5K	QoQ -2.16% (-4.0K) YoY -34.28% (-94.7K)	All Managers (Combined)	$2.6M	QoQ +9.09% (-$217.0K) YoY -38.04% (-$1.6M)
Marathon Petroleum Corp(MPCcusip56585A102)	17.2K	QoQ -5.72% (-1.0K) YoY -13.47% (-2.7K)	All Managers (Combined)	$2.5M	QoQ -1.54% (-$39.3K) YoY -37.43% (-$1.5M)
(cusip464287432)✕	27.3K	QoQ +14.95% (+3.5K) YoY NEW(+27.3K)	All Managers (Combined)	$2.5M	QoQ +19.82% (+$410.8K) YoY NEW(+$2.5M)
(VGKcusip922042874)	35.2K	QoQ +6.24% (+2.1K) YoY -8.78% (-3.4K)	All Managers (Combined)	$2.5M	QoQ +17.52% (+$369.1K) YoY -4.89% (-$127.3K)
(cusip464288687)✕	80.4K	QoQ +7.93% (+5.9K) YoY +26.15% (+16.7K)	All Managers (Combined)	$2.5M	QoQ +5.49% (+$128.6K) YoY +20.28% (+$416.4K)
MCDONALDS CORP(MCDcusip580135101)	7.9K	QoQ +3.96% (+300) YoY -31.06% (-3.5K)	All Managers (Combined)	$2.5M	QoQ +12.02% (+$263.6K) YoY -23.61% (-$759.1K)
(cusip85207H104)✕	101.1K	QoQ +16.40% (+14.3K) YoY NEW(+101.1K)	All Managers (Combined)	$2.4M	QoQ +39.06% (+$683.3K) YoY NEW(+$2.4M)