IPG Investment Advisors

Latest statistics and disclosures from IPG Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by IPG Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IPG Investment Advisors

IPG Investment Advisors holds 222 positions in its portfolio as reported in the December 2025 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) 8.1 $46M +6% 67k 683.90
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NVIDIA Corporation (NVDA) 6.6 $38M +3% 201k 186.50
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Amazon (AMZN) 4.1 $23M +9% 100k 230.82
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Microsoft Corporation (MSFT) 3.6 $21M +22% 43k 483.62
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Apple (AAPL) 3.4 $19M -4% 71k 271.86
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Alphabet Cap Stk Cl A (GOOGL) 2.9 $17M +20% 53k 313.00
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Progressive Corporation (PGR) 2.8 $16M +43% 71k 227.72
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Ishares Tr Trust Ishare 0-1 (SHV) 2.8 $16M +119% 146k 110.15
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $14M +11% 71k 191.56
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Murphy Usa (MUSA) 2.1 $12M +3% 30k 403.52
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Meta Platforms Cl A (META) 1.9 $11M -20% 16k 660.09
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $11M 18k 614.31
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O'reilly Automotive (ORLY) 1.6 $9.4M +43% 103k 91.21
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Jack in the Box (JACK) 1.4 $8.2M -34% 431k 18.95
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O-i Glass (OI) 1.4 $8.1M -40% 547k 14.76
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Spdr Series Trust State Street Spd (BIL) 1.4 $8.0M -2% 87k 91.38
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Heico Corp Cl A (HEI.A) 1.4 $7.9M +41% 31k 252.43
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Goodyear Tire & Rubber Company (GT) 1.4 $7.7M -23% 885k 8.76
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Tempur-Pedic International (SGI) 1.3 $7.5M +43% 84k 89.28
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Tesla Motors (TSLA) 1.3 $7.3M -2% 16k 449.72
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Vanguard Index Fds Value Etf (VTV) 1.3 $7.2M +2% 38k 190.99
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Broadcom (AVGO) 1.2 $6.7M -26% 19k 346.10
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.1 $6.3M +13% 66k 96.16
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $5.9M 71k 83.61
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Wal-Mart Stores (WMT) 1.0 $5.8M -3% 52k 111.65
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Spdr Gold Tr Gold Shs (GLD) 0.9 $5.4M +10% 14k 396.31
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $5.3M +17% 106k 49.65
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Builders FirstSource (BLDR) 0.9 $5.2M +42% 50k 102.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $4.6M -38% 7.4k 627.13
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Ishares Msci Japan Etf (EWJ) 0.8 $4.6M +726% 57k 80.74
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $4.6M +33% 53k 87.16
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Asml Holding N V N Y Registry Shs (ASML) 0.8 $4.6M -13% 4.3k 1069.86
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $4.5M +20% 8.9k 502.65
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Goldman Sachs (GS) 0.8 $4.4M 5.0k 879.00
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Magna Intl Inc cl a (MGA) 0.8 $4.4M -54% 83k 53.30
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JPMorgan Chase & Co. (JPM) 0.7 $4.0M -30% 13k 322.22
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Uber Technologies (UBER) 0.7 $3.9M -29% 48k 81.71
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Cemex Sab De Cv Spon Adr New (CX) 0.6 $3.6M -75% 311k 11.49
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Costco Wholesale Corporation (COST) 0.6 $3.4M +31% 3.9k 862.34
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Sprott Asset Management Physical Gold An (CEF) 0.6 $3.3M +5% 72k 45.80
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Walt Disney Company (DIS) 0.6 $3.3M +174% 29k 114.26
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salesforce (CRM) 0.6 $3.3M +3% 12k 265.33
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Mastercard Incorporated Cl A (MA) 0.6 $3.3M +4% 5.7k 570.88
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $3.2M +568% 6.6k 481.64
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Vanguard Index Fds Growth Etf (VUG) 0.5 $2.9M 6.0k 487.89
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Palo Alto Networks (PANW) 0.5 $2.8M -16% 15k 184.20
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Ge Vernova (GEV) 0.5 $2.8M +703% 4.3k 653.57
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Arista Networks Com Shs (ANET) 0.5 $2.7M +66% 21k 131.03
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Bank of America Corporation (BAC) 0.5 $2.7M +149% 49k 55.00
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Morgan Stanley Com New (MS) 0.5 $2.6M -4% 15k 177.53
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Home Depot (HD) 0.4 $2.5M +9% 7.1k 344.10
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.4M 32k 73.56
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Texas Pacific Land Corp (TPL) 0.4 $2.3M +325% 8.1k 287.22
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Vistra Energy (VST) 0.4 $2.3M -34% 14k 161.33
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Palantir Technologies Cl A (PLTR) 0.4 $2.3M -18% 13k 177.75
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Generac Holdings (GNRC) 0.4 $2.3M -44% 17k 136.37
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.4 $2.3M -51% 185k 12.20
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Micron Technology (MU) 0.4 $2.1M -63% 7.5k 285.50
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Netflix (NFLX) 0.4 $2.1M +902% 22k 93.76
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.0M -3% 6.4k 313.80
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Ge Aerospace Com New (GE) 0.4 $2.0M -5% 6.5k 308.39
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Kla Corp Com New (KLAC) 0.3 $1.9M -18% 1.6k 1215.08
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Raytheon Technologies Corp (RTX) 0.3 $1.9M -6% 10k 183.40
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Howmet Aerospace (HWM) 0.3 $1.9M -4% 9.2k 205.02
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Wells Fargo & Company (WFC) 0.3 $1.9M +685% 20k 93.20
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Bank of New York Mellon Corporation (BK) 0.3 $1.8M -3% 16k 116.09
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Select Sector Spdr Tr State Street Ind (XLI) 0.3 $1.8M NEW 12k 155.12
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Tapestry (TPR) 0.3 $1.8M NEW 14k 127.77
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Lam Research Corp Com New (LRCX) 0.3 $1.8M +366% 10k 171.21
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Advanced Micro Devices (AMD) 0.3 $1.7M -68% 8.1k 214.16
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Amphenol Corp Cl A (APH) 0.3 $1.7M NEW 13k 135.39
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Select Sector Spdr Tr State Street Mat (XLB) 0.3 $1.7M NEW 38k 45.35
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Qualcomm (QCOM) 0.3 $1.7M -52% 10k 171.05
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Eli Lilly & Co. (LLY) 0.3 $1.7M +232% 1.6k 1074.68
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Select Sector Spdr Tr State Street Fin (XLF) 0.3 $1.7M +365% 31k 54.77
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BorgWarner (BWA) 0.3 $1.6M -56% 36k 45.06
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Newmont Mining Corporation (NEM) 0.3 $1.6M NEW 16k 99.85
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TJX Companies (TJX) 0.3 $1.6M NEW 10k 153.61
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JBS Cl A Shs (JBS) 0.3 $1.6M NEW 111k 14.42
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Targa Res Corp (TRGP) 0.3 $1.6M NEW 8.6k 184.50
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Applovin Corp Com Cl A (APP) 0.3 $1.6M NEW 2.3k 673.82
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General Dynamics Corporation (GD) 0.3 $1.6M -14% 4.6k 336.66
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Intuitive Surgical Com New (ISRG) 0.3 $1.5M NEW 2.7k 566.36
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Capital One Financial (COF) 0.3 $1.5M NEW 6.4k 242.36
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PNC Financial Services (PNC) 0.3 $1.5M NEW 7.3k 208.73
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.5M NEW 2.00 754800.00
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IDEXX Laboratories (IDXX) 0.3 $1.5M NEW 2.2k 676.53
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International Business Machines (IBM) 0.3 $1.5M NEW 5.0k 296.21
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.5M -2% 6.0k 246.16
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Ralph Lauren Corp Cl A (RL) 0.3 $1.5M -18% 4.1k 354.52
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Opendoor Technologies (OPEN) 0.3 $1.5M 250k 5.83
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Whirlpool Corporation (WHR) 0.3 $1.4M -12% 20k 72.14
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.4M 17k 83.75
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.4M -36% 4.5k 304.69
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $1.4M 14k 98.27
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Ishares Gold Tr Ishares New (IAU) 0.2 $1.3M +134% 16k 81.17
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Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $1.3M -10% 38k 33.02
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Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.2M -9% 8.5k 146.58
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.2M +10% 1.6k 753.78
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Oracle Corporation (ORCL) 0.2 $1.2M +267% 6.3k 194.91
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Aptiv Com Shs (APTV) 0.2 $1.2M -50% 16k 76.09
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Nu Hldgs Ord Shs Cl A (NU) 0.2 $1.2M -14% 72k 16.74
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Dell Technologies CL C (DELL) 0.2 $1.2M -8% 9.5k 125.88
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Ishares Tr Core Div Grwth (DGRO) 0.2 $1.1M 16k 69.42
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $1.0M +3% 21k 50.70
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Western Digital (WDC) 0.1 $843k NEW 4.9k 172.27
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $843k -4% 15k 54.71
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First Solar (FSLR) 0.1 $833k 3.2k 261.23
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Rocket Lab Corp (RKLB) 0.1 $833k +2% 12k 69.76
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $829k 10k 79.73
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $815k 3.8k 212.07
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Coinbase Global Com Cl A (COIN) 0.1 $801k +88% 3.5k 226.14
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Anthem (ELV) 0.1 $775k -65% 2.2k 350.55
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Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $751k +45% 31k 24.37
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Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $725k +5% 32k 22.36
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $701k -2% 12k 56.96
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UnitedHealth (UNH) 0.1 $670k -16% 2.0k 330.11
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $652k +5% 5.9k 110.19
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Robinhood Mkts Com Cl A (HOOD) 0.1 $641k -63% 5.7k 113.10
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Sleep Number Corp (SNBR) 0.1 $640k +47% 76k 8.46
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Ast Spacemobile Com Cl A (ASTS) 0.1 $634k -10% 8.7k 72.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $623k -7% 10k 62.47
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $616k +6% 7.2k 85.77
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $600k +5% 1.8k 335.27
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $594k +139% 13k 44.71
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $590k +113% 4.1k 143.98
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Toyota Motor Corp Ads (TM) 0.1 $587k -37% 2.7k 214.06
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $567k +2% 13k 42.87
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $565k 5.7k 99.52
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $560k 2.8k 198.62
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $535k +28% 18k 29.48
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Sprott Asset Management Physical Silver (PSLV) 0.1 $530k 22k 23.65
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Kinross Gold Corp (KGC) 0.1 $522k +5% 19k 28.16
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Synopsys (SNPS) 0.1 $520k NEW 1.1k 469.72
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $517k +32% 1.4k 360.13
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Ionq Inc Pipe (IONQ) 0.1 $511k -8% 11k 44.87
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $511k +20% 2.0k 252.92
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Tidal Trust I Fundstrat Granny (GRNY) 0.1 $478k 19k 24.76
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Barrick Mng Corp Com Shs (B) 0.1 $475k -13% 11k 43.55
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $468k 2.2k 211.79
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $468k +35% 1.6k 301.15
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American Express Company (AXP) 0.1 $457k -5% 1.2k 369.95
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Nebius Group Shs Class A (NBIS) 0.1 $453k +13% 5.4k 83.71
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Archer Aviation Com Cl A (ACHR) 0.1 $451k NEW 60k 7.52
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $442k +10% 9.5k 46.50
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $442k -46% 2.7k 160.97
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Agnico (AEM) 0.1 $421k NEW 2.5k 169.53
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $421k -8% 5.5k 76.92
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $421k NEW 9.3k 45.51
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $416k 607.00 685.43
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $413k 4.0k 103.56
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Embraer Sponsored Ads (EMBJ) 0.1 $389k 6.1k 64.37
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Hldgs (UAL) 0.1 $386k NEW 3.5k 111.82
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Sea Sponsord Ads (SE) 0.1 $386k 3.0k 127.57
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $371k 11k 33.30
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MercadoLibre (MELI) 0.1 $355k -7% 176.00 2014.26
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $350k -4% 3.0k 115.10
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Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $333k NEW 6.2k 53.86
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $331k -23% 12k 27.10
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $330k 1.1k 302.11
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Pfizer (PFE) 0.1 $327k -22% 13k 24.90
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $327k 3.4k 96.28
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $322k -4% 4.5k 71.45
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Celestica (CLS) 0.1 $321k NEW 1.1k 296.23
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $320k +7% 3.9k 82.83
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Caterpillar (CAT) 0.1 $319k -4% 556.00 572.87
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $313k 6.0k 51.77
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $303k NEW 2.1k 143.89
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $301k 2.3k 128.93
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $300k -25% 4.4k 68.36
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Ishares Tr China Lg-cap Etf (FXI) 0.1 $299k 7.8k 38.29
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Fortuna Mng Corp Com New (FSM) 0.1 $299k 31k 9.81
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Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $299k 3.7k 80.37
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Harmony Gold Mining Sponsored Adr (HMY) 0.1 $299k 15k 19.90
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $296k -11% 13k 22.32
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $292k NEW 3.9k 75.44
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $292k -2% 780.00 373.67
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Baidu Spon Adr Rep A (BIDU) 0.0 $285k NEW 2.2k 130.66
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Mongodb Cl A (MDB) 0.0 $281k NEW 670.00 419.69
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Royal Caribbean Cruises (RCL) 0.0 $281k -36% 1.0k 279.92
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Cameco Corporation (CCJ) 0.0 $276k +5% 3.0k 91.49
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Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.0 $275k 4.3k 63.50
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Global X Fds Artificial Etf (AIQ) 0.0 $270k NEW 5.3k 50.89
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Gold Fields Sponsored Adr (GFI) 0.0 $266k 6.1k 43.66
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $264k 2.7k 96.29
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $263k NEW 5.0k 52.53
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Exchange Traded Concepts Tru Robo Glb Artif (THNQ) 0.0 $260k +8% 4.1k 63.49
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Owl Rock Capital Corporation (OBDC) 0.0 $258k 20k 12.80
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Boeing Company (BA) 0.0 $250k 1.2k 217.12
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $237k 880.00 269.18
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Ishares Ethereum Tr SHS (ETHA) 0.0 $234k -11% 10k 22.43
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Expedia Group Com New (EXPE) 0.0 $233k NEW 824.00 283.31
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $231k -4% 1.1k 214.65
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Merck & Co (MRK) 0.0 $229k NEW 2.2k 105.84
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Adobe Systems Incorporated (ADBE) 0.0 $228k -75% 651.00 349.99
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $224k 3.5k 64.39
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ConocoPhillips (COP) 0.0 $222k -14% 2.4k 93.61
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Applied Materials (AMAT) 0.0 $220k -91% 855.00 256.99
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Novo-nordisk A S Adr (NVO) 0.0 $218k +12% 4.3k 50.88
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Global X Fds Global X Uranium (URA) 0.0 $215k -26% 4.8k 44.81
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Fmc Corp Com New (FMC) 0.0 $215k NEW 15k 13.95
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Quanta Services (PWR) 0.0 $213k 505.00 422.06
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $211k NEW 1.9k 113.78
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Intel Corporation (INTC) 0.0 $209k NEW 5.7k 36.90
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Pagaya Technologies Cl A New (PGY) 0.0 $209k NEW 10k 20.90
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Kraneshares Trust Mount Lucas Etf (KMLM) 0.0 $209k 8.0k 25.95
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First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $208k -10% 1.6k 130.08
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $207k NEW 3.9k 53.06
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Nio Spon Ads (NIO) 0.0 $203k +25% 40k 5.10
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $202k 808.00 250.31
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Spdr Series Trust State Street Spd (XBI) 0.0 $202k NEW 1.7k 121.93
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Joby Aviation Common Stock (JOBY) 0.0 $174k +16% 13k 13.20
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Agf Invts Tr Us Market Netrl (BTAL) 0.0 $170k 12k 14.39
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Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $154k NEW 16k 9.56
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $152k NEW 16k 9.48
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Sentinelone Cl A (S) 0.0 $151k NEW 10k 15.00
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Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.0 $113k 15k 7.51
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Trilogy Metals (TMQ) 0.0 $64k 15k 4.31
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Cytomx Therapeutics (CTMX) 0.0 $53k 13k 4.26
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $48k 14k 3.51
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Opko Health (OPK) 0.0 $38k 30k 1.26
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Celularity Cl A New (CELU) 0.0 $19k NEW 17k 1.11
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Past Filings by IPG Investment Advisors

SEC 13F filings are viewable for IPG Investment Advisors going back to 2013

View all past filings