IPG Investment Advisors
Latest statistics and disclosures from IPG Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MGA, NVDA, GT, OI, and represent 25.91% of IPG Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: CX (+$12M), JACK (+$6.8M), IEF (+$5.4M), MGA (+$5.2M), OI (+$5.0M), TM, QCOM, GT, OXY, VUG.
- Started 42 new stock positions in VUG, JEPQ, VBR, GILD, COP, NOVA, OPEN, NET, ETHE, BSX.
- Reduced shares in these 10 stocks: ATSG (-$27M), NTR (-$9.9M), APTV (-$6.9M), NVDA (-$5.7M), AAPL (-$5.0M), SOXX, QQQ, WBA, AMZN, PARA.
- Sold out of its positions in T, ABNB, AMGN, AMAT, ANET, CCL, CAT, CL, TZA, DOV.
- IPG Investment Advisors was a net seller of stock by $-37M.
- IPG Investment Advisors has $440M in assets under management (AUM), dropping by -4.25%.
- Central Index Key (CIK): 0001602237
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Portfolio Holdings for IPG Investment Advisors
IPG Investment Advisors holds 174 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $25M | -7% | 43k | 588.03 |
|
| Magna Intl Inc cl a (MGA) | 5.7 | $25M | +26% | 602k | 41.79 |
|
| NVIDIA Corporation (NVDA) | 4.9 | $22M | -20% | 162k | 134.29 |
|
| Goodyear Tire & Rubber Company (GT) | 4.9 | $22M | +20% | 2.4M | 9.00 |
|
| O-i Glass (OI) | 4.5 | $20M | +33% | 1.8M | 10.84 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 4.5 | $20M | +141% | 3.5M | 5.64 |
|
| Apple (AAPL) | 4.2 | $18M | -21% | 74k | 250.42 |
|
| Jack in the Box (JACK) | 4.2 | $18M | +59% | 441k | 41.64 |
|
| Amazon (AMZN) | 3.4 | $15M | -19% | 68k | 219.39 |
|
| Walgreen Boots Alliance (WBA) | 2.5 | $11M | -26% | 1.2M | 9.33 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.5 | $11M | +97% | 119k | 92.45 |
|
| Tesla Motors (TSLA) | 2.2 | $9.9M | +11% | 24k | 403.84 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.2 | $9.6M | +17% | 55k | 175.23 |
|
| Meta Platforms Cl A (META) | 2.1 | $9.2M | -17% | 16k | 585.51 |
|
| Qualcomm (QCOM) | 2.0 | $8.6M | +82% | 56k | 153.62 |
|
| Warner Bros Discovery Com Ser A (WBD) | 1.9 | $8.2M | -12% | 772k | 10.57 |
|
| Microsoft Corporation (MSFT) | 1.7 | $7.4M | -24% | 18k | 421.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $7.4M | +8% | 39k | 189.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $6.2M | +29% | 37k | 169.30 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 1.4 | $6.1M | +40% | 439k | 13.88 |
|
| Paramount Global Class B Com (PARA) | 1.3 | $5.8M | -35% | 556k | 10.51 |
|
| Air Transport Services (ATSG) | 1.3 | $5.7M | -82% | 259k | 21.98 |
|
| salesforce (CRM) | 1.2 | $5.4M | +24% | 16k | 334.72 |
|
| Whirlpool Corporation (WHR) | 1.2 | $5.1M | -17% | 45k | 114.48 |
|
| Toyota Motor Corp Ads (TM) | 1.1 | $4.8M | NEW | 25k | 194.61 |
|
| Broadcom (AVGO) | 1.1 | $4.6M | -11% | 20k | 231.84 |
|
| Palo Alto Networks (PANW) | 1.0 | $4.3M | +23% | 24k | 181.96 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $4.3M | -3% | 4.7k | 916.27 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $3.4M | +3% | 37k | 91.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.3M | -33% | 7.3k | 453.28 |
|
| Wal-Mart Stores (WMT) | 0.7 | $3.0M | +32% | 34k | 90.50 |
|
| Walt Disney Company (DIS) | 0.7 | $2.9M | -20% | 26k | 111.85 |
|
| Netflix (NFLX) | 0.7 | $2.9M | 3.3k | 891.32 |
|
|
| Uber Technologies (UBER) | 0.6 | $2.8M | +20% | 47k | 60.32 |
|
| Occidental Petroleum Corporation (OXY) | 0.6 | $2.8M | NEW | 57k | 49.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.8M | 5.2k | 526.57 |
|
|
| Home Depot (HD) | 0.6 | $2.7M | -3% | 6.9k | 388.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.7M | -14% | 11k | 242.13 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $2.5M | NEW | 6.0k | 410.44 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.4M | +11% | 11k | 220.96 |
|
| Dell Technologies CL C (DELL) | 0.5 | $2.1M | +31% | 18k | 115.24 |
|
| Arista Networks Com Shs | 0.4 | $1.9M | NEW | 17k | 110.53 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.9M | +349% | 5.4k | 342.16 |
|
| Garmin SHS (GRMN) | 0.4 | $1.6M | 8.0k | 206.26 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $1.6M | -2% | 15k | 110.11 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.6M | 9.8k | 167.07 |
|
|
| Servicenow (NOW) | 0.4 | $1.6M | NEW | 1.5k | 1060.12 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $1.6M | NEW | 18k | 89.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.6M | -53% | 6.6k | 239.71 |
|
| Booking Holdings (BKNG) | 0.4 | $1.6M | NEW | 312.00 | 4968.42 |
|
| Goldman Sachs (GS) | 0.4 | $1.5M | 2.7k | 572.62 |
|
|
| Kkr & Co (KKR) | 0.4 | $1.5M | NEW | 10k | 147.91 |
|
| Cme (CME) | 0.3 | $1.5M | NEW | 6.4k | 238.03 |
|
| Insulet Corporation (PODD) | 0.3 | $1.5M | NEW | 5.7k | 261.07 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $1.5M | NEW | 21k | 69.61 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.5M | +16% | 28k | 53.05 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.4M | +15% | 2.8k | 521.96 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.3 | $1.4M | +217% | 66k | 21.10 |
|
| Nutrien (NTR) | 0.3 | $1.4M | -87% | 31k | 44.73 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $1.4M | -66% | 28k | 49.74 |
|
| Ameriprise Financial (AMP) | 0.3 | $1.4M | NEW | 2.5k | 532.43 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $1.3M | 1.1k | 1267.28 |
|
|
| Aptiv Com Shs | 0.3 | $1.3M | NEW | 22k | 60.48 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.3M | 30k | 43.95 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.3M | 17k | 80.27 |
|
|
| Allstate Corporation (ALL) | 0.3 | $1.3M | NEW | 6.8k | 193.67 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.3 | $1.3M | 14k | 95.48 |
|
|
| Tyler Technologies (TYL) | 0.3 | $1.2M | NEW | 2.1k | 576.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | +5% | 2.1k | 538.81 |
|
| Axon Enterprise (AXON) | 0.2 | $1.0M | -51% | 1.7k | 594.32 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $1.0M | -3% | 50k | 20.14 |
|
| Metropcs Communications (TMUS) | 0.2 | $988k | NEW | 4.5k | 220.73 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $955k | 16k | 61.34 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $894k | 4.7k | 190.44 |
|
|
| Goldman Sachs Etf Tr Innovat Eq Etf (GINN) | 0.2 | $892k | NEW | 15k | 61.55 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $878k | -38% | 10k | 84.79 |
|
| Stoneco Com Cl A (STNE) | 0.2 | $861k | NEW | 108k | 7.97 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $811k | 10k | 78.01 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $810k | 12k | 70.24 |
|
|
| Talos Energy (TALO) | 0.2 | $777k | -60% | 80k | 9.71 |
|
| Ionq Inc Pipe (IONQ) | 0.2 | $747k | -27% | 18k | 41.77 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $701k | -4% | 14k | 50.32 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.2 | $688k | +183% | 52k | 13.30 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $683k | +17% | 8.0k | 85.66 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $676k | -4% | 3.8k | 178.08 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $662k | +163% | 16k | 41.82 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $659k | +33% | 11k | 57.93 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $648k | +20% | 6.1k | 106.84 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $646k | +28% | 20k | 33.08 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $624k | 26k | 23.76 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $606k | +38% | 974.00 | 621.80 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $585k | 3.1k | 190.88 |
|
|
| Pbf Energy Cl A (PBF) | 0.1 | $584k | -74% | 22k | 26.55 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $561k | +2% | 2.3k | 248.30 |
|
| Morgan Stanley Com New (MS) | 0.1 | $550k | 4.4k | 125.72 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $544k | +6% | 9.5k | 57.31 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $542k | -17% | 13k | 42.61 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $539k | NEW | 11k | 47.82 |
|
| Sea Sponsord Ads (SE) | 0.1 | $532k | 5.0k | 106.10 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $520k | -60% | 4.3k | 120.79 |
|
| MercadoLibre (MELI) | 0.1 | $502k | -27% | 295.00 | 1700.44 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $489k | -80% | 2.1k | 232.53 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $488k | +20% | 9.0k | 53.98 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $461k | -44% | 5.6k | 81.98 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $455k | +4% | 6.8k | 67.10 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $446k | 29k | 15.49 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $443k | +32% | 9.2k | 48.33 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $429k | NEW | 10k | 41.40 |
|
| Erasca (ERAS) | 0.1 | $427k | NEW | 170k | 2.51 |
|
| Shopify Cl A (SHOP) | 0.1 | $411k | -23% | 3.9k | 106.33 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $393k | +25% | 921.00 | 426.72 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $383k | 4.1k | 92.72 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $383k | 15k | 25.73 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $382k | 37k | 10.36 |
|
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| Wynn Resorts (WYNN) | 0.1 | $370k | 4.3k | 86.16 |
|
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $367k | NEW | 6.5k | 56.80 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $363k | -28% | 4.9k | 74.02 |
|
| Paypal Holdings (PYPL) | 0.1 | $362k | -70% | 4.2k | 85.35 |
|
| Snowflake Cl A (SNOW) | 0.1 | $362k | NEW | 2.3k | 154.41 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $354k | +42% | 1.8k | 198.04 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $350k | -92% | 1.6k | 215.49 |
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| Tidal Etf Tr Fundstrat Granny | 0.1 | $334k | NEW | 17k | 19.96 |
|
| Eco Wave Power Global Ab Sponsored Ads (WAVE) | 0.1 | $331k | +161% | 30k | 11.00 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $326k | -10% | 3.6k | 89.29 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $319k | NEW | 5.6k | 56.77 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $310k | 6.2k | 50.28 |
|
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| Royal Caribbean Cruises (RCL) | 0.1 | $308k | -25% | 1.3k | 231.24 |
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| Ares Capital Corporation (ARCC) | 0.1 | $303k | +10% | 14k | 21.89 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $298k | -26% | 9.8k | 30.44 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $296k | +28% | 2.7k | 110.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $286k | NEW | 987.00 | 289.81 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $286k | 4.5k | 63.45 |
|
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $277k | -18% | 2.2k | 123.36 |
|
| American Express Company (AXP) | 0.1 | $276k | -87% | 930.00 | 296.79 |
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| ConocoPhillips (COP) | 0.1 | $275k | NEW | 2.8k | 99.17 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $271k | NEW | 3.0k | 89.33 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $262k | 2.7k | 95.36 |
|
|
| Rocket Lab Usa (RKLB) | 0.1 | $261k | -52% | 10k | 25.47 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $255k | NEW | 9.1k | 28.02 |
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| Reddit Cl A (RDDT) | 0.1 | $252k | NEW | 1.5k | 163.44 |
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| Sunrun (RUN) | 0.1 | $246k | 27k | 9.25 |
|
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $245k | 6.6k | 37.09 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $243k | +8% | 755.00 | 322.16 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $240k | +5% | 3.1k | 78.65 |
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| Cloudflare Cl A Com (NET) | 0.1 | $239k | NEW | 2.2k | 107.68 |
|
| Kraneshares Trust Mount Lucas Etf (KMLM) | 0.1 | $235k | 8.4k | 28.10 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $229k | -18% | 389.00 | 588.68 |
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| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $226k | 12k | 18.48 |
|
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $224k | 3.0k | 74.49 |
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| Boeing Company (BA) | 0.1 | $223k | NEW | 1.3k | 177.00 |
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| Embraer Sponsored Ads (ERJ) | 0.1 | $222k | 6.1k | 36.68 |
|
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| Adobe Systems Incorporated (ADBE) | 0.1 | $222k | NEW | 499.00 | 444.68 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $222k | NEW | 3.7k | 60.35 |
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| Sap Se Spon Adr (SAP) | 0.0 | $218k | NEW | 885.00 | 246.15 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $217k | +5% | 1.5k | 145.38 |
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| Gilead Sciences (GILD) | 0.0 | $217k | NEW | 2.4k | 92.37 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $216k | 22k | 9.65 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $213k | NEW | 1.1k | 198.18 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $207k | 398.00 | 520.62 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $204k | -14% | 4.1k | 49.51 |
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| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.0 | $203k | NEW | 5.0k | 40.92 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $168k | NEW | 12k | 14.31 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $141k | NEW | 15k | 9.75 |
|
| Tal Education Group Sponsored Ads (TAL) | 0.0 | $100k | 10k | 10.02 |
|
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| Nio Spon Ads (NIO) | 0.0 | $100k | -33% | 23k | 4.36 |
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| Opendoor Technologies (OPEN) | 0.0 | $96k | NEW | 60k | 1.60 |
|
| Sunnova Energy International (NOVA) | 0.0 | $52k | NEW | 15k | 3.43 |
|
| Opko Health (OPK) | 0.0 | $44k | 30k | 1.47 |
|
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| Scpharmaceuticals (SCPH) | 0.0 | $43k | 12k | 3.54 |
|
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| Celularity Cl A New (CELU) | 0.0 | $36k | 17k | 2.08 |
|
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $28k | 14k | 2.02 |
|
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| Trilogy Metals (TMQ) | 0.0 | $17k | 15k | 1.15 |
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| Cytomx Therapeutics (CTMX) | 0.0 | $13k | 13k | 1.03 |
|
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| Zk Intl Group SHS (ZKIN) | 0.0 | $9.8k | 16k | 0.60 |
|
Past Filings by IPG Investment Advisors
SEC 13F filings are viewable for IPG Investment Advisors going back to 2013
- IPG Investment Advisors 2024 Q4 filed Feb. 12, 2025
- IPG Investment Advisors 2024 Q3 filed Nov. 13, 2024
- IPG Investment Advisors 2024 Q2 filed Aug. 13, 2024
- IPG Investment Advisors 2024 Q1 filed May 15, 2024
- IPG Investment Advisors 2023 Q4 filed Feb. 12, 2024
- IPG Investment Advisors 2023 Q3 filed Nov. 9, 2023
- IPG Investment Advisors 2023 Q2 filed Aug. 9, 2023
- IPG Investment Advisors 2023 Q1 filed May 12, 2023
- IPG Investment Advisors 2022 Q4 filed Feb. 14, 2023
- IPG Investment Advisors 2022 Q3 filed Nov. 14, 2022
- IPG Investment Advisors 2022 Q2 filed Aug. 8, 2022
- IPG Investment Advisors 2022 Q1 filed May 13, 2022
- IPG Investment Advisors 2021 Q4 filed Feb. 14, 2022
- IPG Investment Advisors 2021 Q3 filed Nov. 8, 2021
- IPG Investment Advisors 2021 Q2 filed Aug. 13, 2021
- IPG Investment Advisors 2021 Q1 filed May 12, 2021