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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81369Y506

Shares:25.9K

Value:$2.4M

464287184

Shares:66.8K

Value:$2.4M

PROCTER & GAMBLE Co

PG|742718109

Shares:14.0K

Value:$2.4M

92189F791

GDXJ|92189F791

Shares:41.2K

Value:$2.4M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:22.7K

Value:$2.3M

46434G822

EWJ|46434G822

Shares:33.9K

Value:$2.3M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:6.6K

Value:$2.3M

464285204

Shares:39.2K

Value:$2.3M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:13.6K

Value:$2.3M

AT&T INC.

T|00206R102

Shares:79.9K

Value:$2.3M

922042775

VEU|922042775

Shares:36.9K

Value:$2.2M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:4.0K

Value:$2.2M

464287234

EEM|464287234

Shares:50.4K

Value:$2.2M

92206C409

Shares:27.1K

Value:$2.1M

464287242

Shares:18.7K

Value:$2.0M

464287457

Shares:24.5K

Value:$2.0M

78467V608

Shares:48.8K

Value:$2.0M

46434V738

Shares:33.0K

Value:$2.0M

CITIGROUP INC

C|172967424

Shares:27.9K

Value:$2.0M

Vale S.A.

VALE|91912E105

Shares:197.1K

Value:$2.0M

Instrument	Shares		Other Manager	Value
(cusip81369Y506)✕	25.9K	QoQ -44.70% (-20.9K) YoY -46.55% (-22.5K)	All Managers (Combined)	$2.4M	QoQ -39.67% (-$1.6M) YoY -47.09% (-$2.2M)
(cusip464287184)✕	66.8K	QoQ +6.91% (+4.3K) YoY +68.59% (+27.2K)	All Managers (Combined)	$2.4M	QoQ +25.88% (+$492.6K) YoY +151.03% (+$1.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	14.0K	QoQ -1.03% (-146) YoY -33.90% (-7.2K)	All Managers (Combined)	$2.4M	QoQ +0.60% (-$14.4K) YoY -30.57% (-$1.1M)
(GDXJcusip92189F791)	41.2K	QoQ +2.28% (+921) YoY +12.06% (+4.4K)	All Managers (Combined)	$2.4M	QoQ +36.86% (+$634.4K) YoY +65.47% (+$932.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	22.7K	QoQ -1.66% (-384) YoY -6.59% (-1.6K)	All Managers (Combined)	$2.3M	QoQ -16.35% (-$456.9K) YoY -46.83% (-$2.1M)
(EWJcusip46434G822)	33.9K	QoQ -8.40% (-3.1K) YoY -25.95% (-11.9K)	All Managers (Combined)	$2.3M	QoQ -6.41% (-$159.4K) YoY -28.85% (-$943.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	6.6K	QoQ +11.40% (+672) YoY +57.44% (+2.4K)	All Managers (Combined)	$2.3M	QoQ +14.79% (+$298.3K) YoY +73.16% (+$977.9K)
(cusip464285204)✕	39.2K	QoQ +37.84% (+10.8K) YoY NEW(+39.2K)	All Managers (Combined)	$2.3M	QoQ +64.15% (+$903.5K) YoY NEW(+$2.3M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	13.6K	QoQ -5.71% (-827) YoY +66.43% (+5.4K)	All Managers (Combined)	$2.3M	QoQ -20.75% (-$593.1K) YoY +102.22% (+$1.1M)
AT&T INC.(Tcusip00206R102)	79.9K	QoQ +15.23% (+10.6K) YoY -26.85% (-29.3K)	All Managers (Combined)	$2.3M	QoQ +43.11% (+$680.4K) YoY +17.53% (-$336.9K)
(VEUcusip922042775)	36.9K	QoQ -2.21% (-837) YoY +3.13% (+1.1K)	All Managers (Combined)	$2.2M	QoQ +3.31% (-$71.8K) YoY +6.67% (+$139.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	4.0K	QoQ +16.06% (+560) YoY +35.86% (+1.1K)	All Managers (Combined)	$2.2M	QoQ +10.73% (+$214.3K) YoY +77.69% (+$966.5K)
(EEMcusip464287234)	50.4K	QoQ -6.02% (-3.2K) YoY -69.29% (-113.8K)	All Managers (Combined)	$2.2M	QoQ -1.80% (-$40.5K) YoY -67.33% (-$4.5M)
(cusip92206C409)✕	27.1K	QoQ +23.27% (+5.1K) YoY NEW(+27.1K)	All Managers (Combined)	$2.1M	QoQ +24.74% (+$424.9K) YoY NEW(+$2.1M)
(cusip464287242)✕	18.7K	QoQ -28.50% (-7.5K) YoY NEW(+18.7K)	All Managers (Combined)	$2.0M	QoQ -27.26% (-$763.2K) YoY NEW(+$2.0M)
(cusip464287457)✕	24.5K	QoQ +481.81% (+20.3K) YoY NEW(+24.5K)	All Managers (Combined)	$2.0M	QoQ +487.13% (+$1.7M) YoY NEW(+$2.0M)
(cusip78467V608)✕	48.8K	QoQ +29.13% (+11.0K) YoY NEW(+48.8K)	All Managers (Combined)	$2.0M	QoQ +27.27% (+$430.3K) YoY NEW(+$2.0M)
(cusip46434V738)✕	33.0K	QoQ -1.48% (-497) YoY -19.18% (-7.8K)	All Managers (Combined)	$2.0M	QoQ +9.77% (-$177.0K) YoY -15.97% (-$377.8K)
CITIGROUP INC(Ccusip172967424)	27.9K	QoQ +3.03% (+824) YoY -30.21% (-12.1K)	All Managers (Combined)	$2.0M	QoQ +3.91% (+$74.7K) YoY -21.66% (-$548.3K)
Vale S.A.(VALEcusip91912E105)	197.1K	QoQ +284.27% (+145.8K) YoY -32.81% (-96.2K)	All Managers (Combined)	$2.0M	QoQ +332.35% (+$1.5M) YoY -44.99% (-$1.6M)