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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Chubb Ltd

CB|H1467J104

Shares:3.6K

Value:$1.1M

464287507

IJH|464287507

Shares:18.8K

Value:$1.1M

SCHWAB CHARLES CORP

SCHW|808513105

Shares:13.6K

Value:$1.1M

Adecoagro S.A.

AGRO|L00849106

Shares:94.5K

Value:$1.1M

COMCAST CORP

CMCSA|20030N101

Shares:28.5K

Value:$1.1M

GRUPO FINANCIERO GALICIA SA

GGAL|399909100

Shares:19.1K

Value:$1.0M

DEERE & CO

DE|244199105

Shares:2.2K

Value:$1.0M

TARGET CORP

TGT|87612E106

Shares:9.8K

Value:$1.0M

464288430

Shares:13.9K

Value:$1.0M

33740F581

Shares:35.5K

Value:$1.0M

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:692

Value:$991.4K

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.2K

Value:$968.2K

Air Products & Chemicals, Inc.

APD|009158106

Shares:3.2K

Value:$946.1K

91232N207

Shares:12.1K

Value:$938.3K

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:8.5K

Value:$935.9K

Zoetis Inc.

ZTS|98978V103

Shares:5.6K

Value:$928.5K

UNION PACIFIC CORP

UNP|907818108

Shares:3.9K

Value:$925.0K

FISERV INC

FI|337738108

Shares:4.2K

Value:$924.8K

INTUIT INC.

INTU|461202103

Shares:1.5K

Value:$922.9K

46429B655

Shares:17.9K

Value:$914.9K

Instrument	Shares		Other Manager	Value
Chubb Ltd(CBcusipH1467J104)	3.6K	QoQ -2.18% (-81) YoY -45.24% (-3.0K)	All Managers (Combined)	$1.1M	QoQ +6.91% (-$70.8K) YoY -36.39% (-$626.7K)
(IJHcusip464287507)	18.8K	QoQ -6.08% (-1.2K) YoY +11.86% (+2.0K)	All Managers (Combined)	$1.1M	QoQ -12.05% (-$150.0K) YoY +7.46% (+$76.0K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	13.6K	QoQ +39.20% (+3.8K) YoY -27.53% (-5.2K)	All Managers (Combined)	$1.1M	QoQ +47.23% (+$341.8K) YoY -21.58% (-$293.3K)
Adecoagro S.A.(AGROcusipL00849106)	94.5K	QoQ NEW(+94.5K) YoY NEW(+94.5K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
COMCAST CORP(CMCSAcusip20030N101)	28.5K	QoQ +9.63% (+2.5K) YoY -30.12% (-12.3K)	All Managers (Combined)	$1.1M	QoQ +7.79% (+$76.0K) YoY -40.51% (-$715.8K)
GRUPO FINANCIERO GALICIA SA(GGALcusip399909100)	19.1K	QoQ +53.39% (+6.6K) YoY -4.64% (-931)	All Managers (Combined)	$1.0M	QoQ +34.07% (+$264.3K) YoY +104.31% (-$531.1K)
DEERE & CO(DEcusip244199105)	2.2K	QoQ +8.83% (+179) YoY -50.01% (-2.2K)	All Managers (Combined)	$1.0M	QoQ +20.56% (+$176.5K) YoY -43.08% (-$783.4K)
TARGET CORP(TGTcusip87612E106)	9.8K	QoQ -8.80% (-943) YoY -6.69% (-701)	All Managers (Combined)	$1.0M	QoQ -29.59% (-$428.4K) YoY -45.05% (-$835.6K)
(cusip464288430)✕	13.9K	QoQ +1.46% (+200) YoY -38.75% (-8.8K)	All Managers (Combined)	$1.0M	QoQ +8.22% (+$76.3K) YoY -27.01% (-$371.6K)
(cusip33740F581)✕	35.5K	QoQ +57.11% (+12.9K) YoY NEW(+35.5K)	All Managers (Combined)	$1.0M	QoQ +49.35% (+$331.6K) YoY NEW(+$1.0M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	692	QoQ +6.13% (+40) YoY -27.76% (-266)	All Managers (Combined)	$991.4K	QoQ +28.22% (+$218.2K) YoY -8.32% (-$90.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.2K	QoQ -44.83% (-1.8K) YoY -49.90% (-2.2K)	All Managers (Combined)	$968.2K	QoQ -49.27% (-$940.6K) YoY -50.81% (-$1.0M)
Air Products & Chemicals, Inc.(APDcusip009158106)	3.2K	QoQ +9.52% (+279) YoY -14.22% (-532)	All Managers (Combined)	$946.1K	QoQ +11.37% (+$96.6K) YoY +3.66% (-$33.4K)
(cusip91232N207)✕	12.1K	QoQ 0.00% (+0) YoY NEW(+12.1K)	All Managers (Combined)	$938.3K	QoQ +2.35% (+$21.6K) YoY NEW(+$938.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	8.5K	QoQ +12.80% (-966) YoY -23.09% (-2.6K)	All Managers (Combined)	$935.9K	QoQ -1.60% (-$15.3K) YoY -43.09% (-$708.6K)
Zoetis Inc.(ZTScusip98978V103)	5.6K	QoQ +12.26% (+616) YoY +25.56% (+1.1K)	All Managers (Combined)	$928.5K	QoQ +13.46% (+$110.2K) YoY +22.17% (+$168.5K)
UNION PACIFIC CORP(UNPcusip907818108)	3.9K	QoQ +12.14% (+424) YoY -21.11% (-1.0K)	All Managers (Combined)	$925.0K	QoQ +16.14% (+$128.6K) YoY -24.27% (-$296.5K)
FISERV INC(FIcusip337738108)	4.2K	QoQ +22.59% (+772) YoY +47.30% (+1.3K)	All Managers (Combined)	$924.8K	QoQ +31.79% (+$223.1K) YoY +103.54% (+$470.5K)
INTUIT INC.(INTUcusip461202103)	1.5K	QoQ -30.22% (-651) YoY -46.37% (-1.3K)	All Managers (Combined)	$922.9K	QoQ -31.81% (-$430.6K) YoY -49.34% (-$899.1K)
(cusip46429B655)✕	17.9K	QoQ NEW(+17.9K) YoY NEW(+17.9K)	All Managers (Combined)	$914.9K	QoQ NEW(+$914.9K) YoY NEW(+$914.9K)