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

Page 7 of 32

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33740F474

Shares:42.6K

Value:$1.6M

MICRON TECHNOLOGY INC

MU|595112103

Shares:17.8K

Value:$1.5M

922908611

VBR|922908611

Shares:8.3K

Value:$1.5M

92189F106

GDX|92189F106

Shares:32.9K

Value:$1.5M

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:73.8K

Value:$1.5M

ServiceNow, Inc.

NOW|81762P102

Shares:1.9K

Value:$1.5M

ASML HOLDING NV

ASML|N07059210

Shares:2.2K

Value:$1.5M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:14.6K

Value:$1.5M

464287150

ITOT|464287150

Shares:12.1K

Value:$1.5M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3.0K

Value:$1.5M

PFIZER INC

PFE|717081103

Shares:57.6K

Value:$1.5M

BOEING CO

BA|097023105

Shares:8.5K

Value:$1.5M

Philip Morris International Inc.

PM|718172109

Shares:9.1K

Value:$1.5M

CONOCOPHILLIPS

COP|20825C104

Shares:13.5K

Value:$1.4M

LOWES COMPANIES INC

LOW|548661107

Shares:6.0K

Value:$1.4M

TJX COMPANIES INC /DE/

TJX|872540109

Shares:11.3K

Value:$1.4M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:22.1K

Value:$1.4M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.7K

Value:$1.3M

46438R105

Shares:96.2K

Value:$1.3M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:29.3K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(cusip33740F474)✕	42.6K	QoQ 0.00% (+0) YoY -2.07% (-900)	All Managers (Combined)	$1.6M	QoQ +1.50% (+$23.2K) YoY +7.03% (-$102.7K)
MICRON TECHNOLOGY INC(MUcusip595112103)	17.8K	QoQ +42.19% (+5.3K) YoY +107.16% (+9.2K)	All Managers (Combined)	$1.5M	QoQ +46.80% (+$492.9K) YoY +52.53% (+$532.4K)
(VBRcusip922908611)	8.3K	QoQ +22.96% (+1.5K) YoY +182.68% (+5.3K)	All Managers (Combined)	$1.5M	QoQ +15.58% (+$207.9K) YoY +174.44% (+$980.1K)
(GDXcusip92189F106)	32.9K	QoQ +57.24% (+12.0K) YoY NEW(+32.9K)	All Managers (Combined)	$1.5M	QoQ +113.16% (+$802.9K) YoY NEW(+$1.5M)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	73.8K	QoQ -0.65% (-490) YoY -1.61% (-1.2K)	All Managers (Combined)	$1.5M	QoQ +10.25% (-$139.3K) YoY -1.75% (-$26.8K)
ServiceNow, Inc.(NOWcusip81762P102)	1.9K	QoQ -4.92% (-97) YoY +1.18% (+22)	All Managers (Combined)	$1.5M	QoQ -28.60% (-$597.7K) YoY +5.67% (+$80.1K)
ASML HOLDING NV(ASMLcusipN07059210)	2.2K	QoQ -12.02% (-307) YoY +11.40% (-230)	All Managers (Combined)	$1.5M	QoQ -15.88% (-$281.1K) YoY -23.92% (-$468.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	14.6K	QoQ +24.78% (+2.9K) YoY -14.91% (-2.6K)	All Managers (Combined)	$1.5M	QoQ +40.93% (+$428.7K) YoY +25.32% (-$298.2K)
(ITOTcusip464287150)	12.1K	QoQ -12.31% (-1.7K) YoY -32.44% (-5.8K)	All Managers (Combined)	$1.5M	QoQ -16.82% (-$298.0K) YoY -28.51% (-$587.9K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3.0K	QoQ +11.98% (+317) YoY -9.36% (-306)	All Managers (Combined)	$1.5M	QoQ +6.25% (+$86.4K) YoY +12.48% (-$162.9K)
PFIZER INC(PFEcusip717081103)	57.6K	QoQ -2.06% (-1.2K) YoY -31.70% (-26.7K)	All Managers (Combined)	$1.5M	QoQ -6.46% (-$100.8K) YoY -37.63% (-$880.3K)
BOEING CO(BAcusip097023105)	8.5K	QoQ +2.72% (-226) YoY +0.78% (-66)	All Managers (Combined)	$1.5M	QoQ -1.01% (-$14.9K) YoY -10.93% (-$178.3K)
Philip Morris International Inc.(PMcusip718172109)	9.1K	QoQ +13.02% (+1.1K) YoY -55.00% (-11.2K)	All Managers (Combined)	$1.5M	QoQ +49.06% (+$477.4K) YoY -23.15% (-$437.2K)
CONOCOPHILLIPS(COPcusip20825C104)	13.5K	QoQ -0.01% (-2) YoY -39.46% (-8.8K)	All Managers (Combined)	$1.4M	QoQ +5.88% (-$78.7K) YoY -50.05% (-$1.4M)
LOWES COMPANIES INC(LOWcusip548661107)	6.0K	QoQ +1.58% (-94) YoY +277.35% (+4.4K)	All Managers (Combined)	$1.4M	QoQ -3.99% (-$58.4K) YoY +245.49% (+$996.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	11.3K	QoQ +1.83% (+204) YoY -30.22% (-4.9K)	All Managers (Combined)	$1.4M	QoQ +2.67% (+$35.9K) YoY -16.20% (-$267.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	22.1K	QoQ +4.90% (+1.0K) YoY -13.73% (-3.5K)	All Managers (Combined)	$1.4M	QoQ +9.34% (+$116.5K) YoY +6.66% (-$85.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.7K	QoQ -1.27% (-35) YoY -13.86% (-436)	All Managers (Combined)	$1.3M	QoQ -5.57% (-$79.5K) YoY -26.30% (-$481.1K)
(cusip46438R105)✕	96.2K	QoQ +0.15% (-149) YoY NEW(+96.2K)	All Managers (Combined)	$1.3M	QoQ -45.26% (-$1.1M) YoY NEW(+$1.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	29.3K	QoQ -2.17% (-651) YoY -43.73% (-22.8K)	All Managers (Combined)	$1.3M	QoQ +10.96% (-$131.3K) YoY -39.17% (-$855.9K)