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 212 positions in its portfolio as reported in the September 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) 7.5 $42M +2% 63k 668.03
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NVIDIA Corporation (NVDA) 6.4 $36M +8% 193k 186.59
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Amazon (AMZN) 3.6 $20M +15% 92k 219.57
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Apple (AAPL) 3.4 $19M 74k 254.63
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Microsoft Corporation (MSFT) 3.2 $18M +93% 35k 517.95
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Meta Platforms Cl A (META) 2.7 $15M +47% 21k 734.38
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Jack in the Box (JACK) 2.3 $13M -14% 653k 19.77
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Progressive Corporation (PGR) 2.2 $12M NEW 50k 246.95
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $12M 64k 189.70
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O-i Glass (OI) 2.1 $12M -54% 926k 12.97
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Cemex Sab De Cv Spon Adr New (CX) 2.1 $12M -64% 1.3M 8.99
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Murphy Usa (MUSA) 2.0 $11M NEW 29k 388.26
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Alphabet Cap Stk Cl A (GOOGL) 1.9 $11M +51% 44k 243.10
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $11M -3% 18k 601.07
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Magna Intl Inc cl a (MGA) 1.6 $8.7M -68% 184k 47.38
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Goodyear Tire & Rubber Company (GT) 1.5 $8.7M -47% 1.2M 7.48
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Broadcom (AVGO) 1.5 $8.6M +5% 26k 329.92
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.5 $8.2M -17% 90k 91.75
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O'reilly Automotive (ORLY) 1.4 $7.8M NEW 72k 107.81
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Tesla Motors (TSLA) 1.3 $7.5M -4% 17k 444.72
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $7.4M +288% 12k 614.12
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Ishares Tr Short Treas Bd (SHV) 1.3 $7.4M +252% 67k 110.49
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Vanguard Index Fds Value Etf (VTV) 1.2 $6.9M 37k 187.43
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Uber Technologies (UBER) 1.2 $6.6M -3% 67k 97.97
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $5.9M +31% 90k 65.00
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $5.7M NEW 72k 79.80
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JPMorgan Chase & Co. (JPM) 1.0 $5.7M 18k 315.43
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Heico Corp Cl A (HEI.A) 1.0 $5.6M NEW 22k 254.09
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $5.6M 58k 96.46
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Wal-Mart Stores (WMT) 1.0 $5.6M 54k 103.06
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Generac Holdings (GNRC) 0.9 $5.0M -56% 30k 167.40
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Tempur-Pedic International (SGI) 0.9 $4.9M NEW 59k 84.33
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.9 $4.9M -42% 380k 12.91
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Asml Holding N V N Y Registry Shs (ASML) 0.8 $4.7M -19% 4.9k 968.09
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Spdr Gold Tr Gold Shs (GLD) 0.8 $4.4M +4% 12k 355.47
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Vistra Energy (VST) 0.8 $4.3M -4% 22k 195.92
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Builders FirstSource (BLDR) 0.8 $4.3M NEW 35k 121.25
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Advanced Micro Devices (AMD) 0.7 $4.1M +25% 25k 161.79
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Goldman Sachs (GS) 0.7 $4.0M +5% 5.0k 796.35
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.7M 7.3k 502.74
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Palo Alto Networks (PANW) 0.7 $3.7M -24% 18k 203.62
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BorgWarner (BWA) 0.7 $3.7M -59% 84k 43.96
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $3.5M 39k 89.37
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Qualcomm (QCOM) 0.6 $3.5M -63% 21k 166.36
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Micron Technology (MU) 0.6 $3.4M NEW 20k 167.32
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Copart (CPRT) 0.6 $3.2M NEW 71k 44.97
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.6 $3.1M NEW 40k 78.21
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Mastercard Incorporated Cl A (MA) 0.6 $3.1M -30% 5.4k 568.81
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Palantir Technologies Cl A (PLTR) 0.5 $2.9M +2% 16k 182.42
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Vanguard Index Fds Growth Etf (VUG) 0.5 $2.9M 6.0k 480.13
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salesforce (CRM) 0.5 $2.8M -9% 12k 237.45
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Aptiv Com Shs (APTV) 0.5 $2.8M NEW 32k 86.22
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Costco Wholesale Corporation (COST) 0.5 $2.8M -3% 3.0k 925.63
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Netflix (NFLX) 0.5 $2.7M +7% 2.2k 1198.92
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Home Depot (HD) 0.5 $2.6M 6.5k 405.19
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Sprott Asset Management Physical Gold An (CEF) 0.4 $2.5M +80% 69k 36.69
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Morgan Stanley Com New (MS) 0.4 $2.4M +2% 15k 158.96
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.3M NEW 32k 71.37
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Robinhood Mkts Com Cl A (HOOD) 0.4 $2.2M NEW 16k 143.18
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Applied Materials (AMAT) 0.4 $2.1M NEW 10k 204.74
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Kla Corp Com New (KLAC) 0.4 $2.1M +3% 1.9k 1078.60
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Ge Aerospace Com New (GE) 0.4 $2.1M -13% 6.9k 301.18
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Anthem (ELV) 0.4 $2.1M NEW 6.4k 323.12
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Opendoor Technologies (OPEN) 0.4 $2.0M NEW 250k 7.97
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $2.0M +62% 7.1k 279.74
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Howmet Aerospace (HWM) 0.3 $1.9M +10% 9.6k 196.23
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Raytheon Technologies Corp (RTX) 0.3 $1.9M +6% 11k 167.33
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General Dynamics Corporation (GD) 0.3 $1.8M NEW 5.4k 341.00
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Arista Networks Com Shs (ANET) 0.3 $1.8M -14% 13k 145.71
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Whirlpool Corporation (WHR) 0.3 $1.8M -63% 23k 78.60
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Occidental Petroleum Corporation (OXY) 0.3 $1.8M -67% 38k 47.49
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Texas Pacific Land Corp (TPL) 0.3 $1.8M NEW 1.9k 933.64
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Bank of New York Mellon Corporation (BK) 0.3 $1.8M -2% 16k 108.96
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Halozyme Therapeutics (HALO) 0.3 $1.7M NEW 24k 73.34
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Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.7M -31% 9.5k 178.73
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Fortinet (FTNT) 0.3 $1.6M NEW 20k 84.08
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.6M -2% 6.7k 243.55
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Ralph Lauren Corp Cl A (RL) 0.3 $1.6M 5.1k 314.47
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Charles Schwab Corporation (SCHW) 0.3 $1.6M 16k 95.47
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Cadence Design Systems (CDNS) 0.3 $1.6M +3% 4.4k 351.26
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Booking Holdings (BKNG) 0.3 $1.5M +11% 286.00 5399.27
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Nasdaq Omx (NDAQ) 0.3 $1.5M NEW 17k 88.45
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Boston Scientific Corporation (BSX) 0.3 $1.5M +17% 15k 97.63
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.5M -42% 6.1k 241.96
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Dell Technologies CL C (DELL) 0.3 $1.5M +7% 10k 141.77
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.4M 17k 84.11
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $1.4M 14k 98.62
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Nu Hldgs Ord Shs Cl A (NU) 0.2 $1.3M +127% 84k 16.01
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Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $1.3M -13% 43k 29.62
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Walt Disney Company (DIS) 0.2 $1.2M 11k 114.50
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Dutch Bros Cl A (BROS) 0.2 $1.2M NEW 23k 52.34
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.1M +79% 1.5k 746.63
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Ishares Tr Core Div Grwth (DGRO) 0.2 $1.1M 16k 68.08
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $1.0M 20k 50.83
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Bank of America Corporation (BAC) 0.2 $1.0M 19k 51.59
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Adobe Systems Incorporated (ADBE) 0.2 $940k +210% 2.7k 352.75
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $884k 19k 46.42
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $863k +3% 16k 53.40
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Toyota Motor Corp Ads (TM) 0.2 $843k NEW 4.4k 191.09
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UnitedHealth (UNH) 0.1 $839k NEW 2.4k 345.30
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $831k 10k 79.93
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $805k +5% 3.9k 206.51
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Ionq Inc Pipe (IONQ) 0.1 $764k +5% 12k 61.50
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $760k +86% 5.1k 148.61
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CVS Caremark Corporation (CVS) 0.1 $754k 10k 75.39
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $744k +7% 13k 58.72
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Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $725k NEW 21k 34.27
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Docusign (DOCU) 0.1 $722k NEW 10k 72.09
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First Solar (FSLR) 0.1 $703k +6% 3.2k 220.53
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Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $691k NEW 31k 22.53
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $644k 11k 59.92
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Coinbase Global Com Cl A (COIN) 0.1 $635k -52% 1.9k 337.49
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Wynn Resorts (WYNN) 0.1 $627k 4.9k 128.27
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $624k -86% 5.6k 111.47
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $592k -69% 1.2k 490.38
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Rocket Lab Corp (RKLB) 0.1 $560k -31% 12k 47.91
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Ishares Msci Jpn Etf New (EWJ) 0.1 $557k +2% 6.9k 80.21
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $557k NEW 1.7k 329.08
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $556k 13k 43.30
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $556k NEW 5.7k 97.82
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $548k +6% 2.8k 194.50
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Select Sector Spdr Tr Technology (XLK) 0.1 $542k 1.9k 281.84
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Sea Sponsord Ads (SE) 0.1 $541k -39% 3.0k 178.73
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Nebius Group Shs Class A (NBIS) 0.1 $538k -48% 4.8k 112.27
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $526k NEW 5.9k 89.77
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $516k +6% 6.8k 76.40
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $516k +31% 6.0k 86.30
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Royal Caribbean Cruises (RCL) 0.1 $515k +5% 1.6k 324.58
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Ishares Gold Tr Ishares New (IAU) 0.1 $510k 7.0k 72.77
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Erasca (ERAS) 0.1 $497k -8% 228k 2.18
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Select Sector Spdr Tr Energy (XLE) 0.1 $496k -12% 5.6k 89.34
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Tidal Trust I Fundstrat Granny (GRNY) 0.1 $482k +14% 19k 24.99
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Oracle Corporation (ORCL) 0.1 $482k +37% 1.7k 281.24
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Ast Spacemobile Com Cl A (ASTS) 0.1 $476k NEW 9.7k 49.08
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $464k 2.2k 209.64
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $459k -4% 986.00 465.15
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MercadoLibre (MELI) 0.1 $446k -13% 191.00 2336.94
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Kinross Gold Corp (KGC) 0.1 $438k NEW 18k 24.85
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Affirm Hldgs Com Cl A (AFRM) 0.1 $436k NEW 6.0k 73.08
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $435k NEW 14k 30.80
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Pfizer (PFE) 0.1 $433k NEW 17k 25.48
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American Express Company (AXP) 0.1 $433k -3% 1.3k 332.16
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $426k +7% 16k 26.84
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Barrick Mng Corp Com Shs (B) 0.1 $415k 13k 32.78
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $414k -13% 1.7k 247.12
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $406k 607.00 669.60
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $399k NEW 8.6k 46.41
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $395k -3% 4.0k 99.11
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $381k +35% 11k 34.16
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Ishares Ethereum Tr SHS (ETHA) 0.1 $372k NEW 12k 31.51
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $367k -12% 15k 24.63
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Embraer Sponsored Ads (ERJ) 0.1 $366k 6.1k 60.45
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Eli Lilly & Co. (LLY) 0.1 $364k NEW 477.00 763.00
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Sleep Number Corp (SNBR) 0.1 $361k NEW 51k 7.02
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $361k NEW 3.2k 113.86
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $359k 4.7k 76.01
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $354k NEW 1.1k 326.36
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Select Sector Spdr Tr Financial (XLF) 0.1 $353k -9% 6.6k 53.87
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Sprott Asset Management Physical Silver (PSLV) 0.1 $352k 22k 15.70
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Oklo Com Cl A (OKLO) 0.1 $329k NEW 3.0k 111.63
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $327k NEW 3.4k 95.14
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Ge Vernova (GEV) 0.1 $326k +14% 530.00 614.90
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $325k 1.1k 298.05
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $323k -8% 3.4k 95.19
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Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $323k 3.7k 86.80
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Ishares Tr China Lg-cap Etf (FXI) 0.1 $322k -12% 7.8k 41.14
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $322k 6.2k 52.22
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $312k +10% 1.1k 271.12
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Global X Fds Global X Uranium (URA) 0.1 $310k NEW 6.5k 47.67
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $300k -30% 3.6k 82.96
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $296k 2.3k 126.64
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Lam Research Corp Com New (LRCX) 0.1 $295k -55% 2.2k 134.13
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $293k -8% 800.00 365.62
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Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.1 $282k NEW 4.3k 65.04
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Caterpillar (CAT) 0.0 $277k NEW 581.00 477.15
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Fortuna Mng Corp Com New (FSM) 0.0 $273k NEW 31k 8.96
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Harmony Gold Mining Sponsored Adr (HMY) 0.0 $272k NEW 15k 18.15
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Owl Rock Capital Corporation (OBDC) 0.0 $265k 20k 13.14
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $264k 2.7k 96.15
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ConocoPhillips (COP) 0.0 $262k 2.8k 94.59
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Nike CL B (NKE) 0.0 $261k -9% 3.7k 70.14
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Gold Fields Sponsored Adr (GFI) 0.0 $256k NEW 6.1k 41.96
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Tempus Ai Cl A (TEM) 0.0 $252k NEW 3.1k 80.71
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $246k 880.00 279.84
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Boeing Company (BA) 0.0 $245k -20% 1.1k 215.83
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Nio Spon Ads (NIO) 0.0 $242k +48% 32k 7.62
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Exchange Traded Concepts Tru Robo Glb Artif (THNQ) 0.0 $242k NEW 3.8k 64.04
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Cameco Corporation (CCJ) 0.0 $241k -20% 2.9k 83.86
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First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $240k NEW 1.8k 134.42
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $236k +2% 1.1k 209.23
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Soundhound Ai Class A Com (SOUN) 0.0 $225k NEW 14k 16.08
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Better Home & Finance Holdin Com New Cl A (BETR) 0.0 $220k NEW 3.9k 56.14
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Kraneshares Trust Mount Lucas Etf (KMLM) 0.0 $217k -3% 8.0k 26.93
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $216k -23% 3.5k 62.12
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Wells Fargo & Company (WFC) 0.0 $214k 2.6k 83.82
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Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $214k NEW 5.1k 42.01
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Quanta Services (PWR) 0.0 $213k NEW 515.00 414.42
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Novo-nordisk A S Adr (NVO) 0.0 $212k NEW 3.8k 55.49
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $207k NEW 808.00 256.45
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Paramount Skydance Corp Com Cl B (PSKY) 0.0 $206k NEW 11k 18.92
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Agf Invts Tr Us Market Netrl (BTAL) 0.0 $188k -3% 12k 15.92
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Joby Aviation Common Stock (JOBY) 0.0 $182k NEW 11k 16.14
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Uipath Cl A (PATH) 0.0 $174k NEW 13k 13.38
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $141k NEW 4.0k 35.43
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Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.0 $123k 15k 8.21
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Amprius Technologies Common Stock (AMPX) 0.0 $115k NEW 11k 10.52
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Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $80k -19% 11k 7.18
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Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $52k 10k 5.16
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $47k 14k 3.48
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Opko Health (OPK) 0.0 $47k 30k 1.55
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Cytomx Therapeutics (CTMX) 0.0 $40k 13k 3.19
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Trilogy Metals (TMQ) 0.0 $31k 15k 2.10
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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