IPG Investment Advisors
Latest statistics and disclosures from IPG Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, OI, GT, NVDA, CX, and represent 27.50% of IPG Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$11M), BIL (+$7.6M), JACK (+$6.7M), BWA (+$6.0M), META, NVDA, ASML, GNRC, JPM, NTR.
- Started 30 new stock positions in LUNR, GNRC, QBTS, BK, SPOT, LULU, PLTR, CSCO, AEE, XLV.
- Reduced shares in these 10 stocks: WBA (-$8.3M), WBD (-$8.2M), MGA (-$5.8M), , OXY, ANET, TSLA, , , KKR.
- Sold out of its positions in ADBE, ATSG, ALL, AMP, APH, ACHR, ANET, CME, CELU, NET.
- IPG Investment Advisors was a net buyer of stock by $27M.
- IPG Investment Advisors has $442M in assets under management (AUM), dropping by 0.57%.
- Central Index Key (CIK): 0001602237
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Portfolio Holdings for IPG Investment Advisors
IPG Investment Advisors holds 169 positions in its portfolio as reported in the March 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) | 8.0 | $35M | +46% | 63k | 561.00 |
|
| O-i Glass (OI) | 5.3 | $24M | +11% | 2.1M | 11.47 |
|
| Goodyear Tire & Rubber Company (GT) | 5.1 | $22M | 2.4M | 9.24 |
|
|
| NVIDIA Corporation (NVDA) | 4.8 | $21M | +20% | 194k | 108.39 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 4.4 | $19M | -2% | 3.4M | 5.61 |
|
| Jack in the Box (JACK) | 4.3 | $19M | +54% | 682k | 27.63 |
|
| Apple (AAPL) | 3.8 | $17M | +3% | 76k | 222.13 |
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| Amazon (AMZN) | 3.4 | $15M | +16% | 79k | 190.26 |
|
| Magna Intl Inc cl a (MGA) | 3.3 | $15M | -28% | 431k | 33.99 |
|
| Meta Platforms Cl A (META) | 2.9 | $13M | +41% | 22k | 576.36 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.8 | $12M | +7% | 128k | 95.37 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.5 | $11M | +224% | 120k | 91.73 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.5 | $11M | +16% | 64k | 173.23 |
|
| Qualcomm (QCOM) | 2.0 | $8.7M | 57k | 153.61 |
|
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| Paramount Global Class B Com (PARA) | 1.5 | $6.6M | 550k | 12.01 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $6.4M | 37k | 172.74 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 1.4 | $6.2M | 432k | 14.34 |
|
|
| BorgWarner (BWA) | 1.4 | $6.0M | NEW | 210k | 28.65 |
|
| Microsoft Corporation (MSFT) | 1.3 | $5.9M | -11% | 16k | 375.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.7M | -6% | 37k | 154.64 |
|
| Walgreen Boots Alliance (WBA) | 1.1 | $5.0M | -62% | 452k | 11.17 |
|
| Wal-Mart Stores (WMT) | 1.1 | $5.0M | +68% | 57k | 87.98 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.6M | +182% | 19k | 245.30 |
|
| Broadcom (AVGO) | 1.0 | $4.6M | +36% | 27k | 167.43 |
|
| Tesla Motors (TSLA) | 1.0 | $4.5M | -28% | 17k | 259.16 |
|
| Toyota Motor Corp Ads (TM) | 1.0 | $4.4M | 25k | 176.53 |
|
|
| Palo Alto Networks (PANW) | 1.0 | $4.3M | +6% | 25k | 170.64 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $4.3M | +49% | 7.8k | 548.12 |
|
| Nutrien (NTR) | 0.9 | $4.1M | +170% | 83k | 50.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.9M | 7.3k | 532.58 |
|
|
| Uber Technologies (UBER) | 0.9 | $3.9M | +12% | 53k | 72.86 |
|
| Whirlpool Corporation (WHR) | 0.8 | $3.7M | -9% | 41k | 90.13 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $3.3M | +4% | 12k | 288.14 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $3.3M | NEW | 5.0k | 662.63 |
|
| Generac Holdings (GNRC) | 0.7 | $3.2M | NEW | 25k | 126.65 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $3.0M | -32% | 3.1k | 945.78 |
|
| salesforce (CRM) | 0.6 | $2.8M | -35% | 10k | 268.36 |
|
| Goldman Sachs (GS) | 0.6 | $2.6M | +75% | 4.8k | 546.29 |
|
| Netflix (NFLX) | 0.6 | $2.5M | -16% | 2.7k | 932.53 |
|
| Home Depot (HD) | 0.6 | $2.4M | -4% | 6.6k | 366.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.2M | -3% | 5.8k | 370.83 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.5 | $2.1M | +37% | 91k | 22.74 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $2.0M | +51% | 42k | 46.81 |
|
| Shopify Cl A (SHOP) | 0.4 | $1.9M | +406% | 20k | 95.48 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $1.7M | +6% | 16k | 110.46 |
|
| Vistra Energy (VST) | 0.4 | $1.7M | NEW | 14k | 117.44 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.6M | +16% | 12k | 132.23 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.6M | -19% | 7.8k | 200.60 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.6M | -18% | 4.4k | 352.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.5M | NEW | 18k | 84.40 |
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | NEW | 24k | 61.71 |
|
| Metropcs Communications (TMUS) | 0.3 | $1.4M | +21% | 5.4k | 266.71 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.4M | -33% | 7.2k | 199.49 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.4M | +3% | 2.9k | 495.27 |
|
| Fiserv (FI) | 0.3 | $1.4M | NEW | 6.5k | 220.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | +30% | 2.7k | 513.91 |
|
| Fox Corp Cl A Com (FOXA) | 0.3 | $1.4M | NEW | 25k | 56.60 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | NEW | 1.7k | 825.91 |
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| Brown & Brown (BRO) | 0.3 | $1.4M | NEW | 11k | 124.40 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $1.4M | NEW | 16k | 83.87 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $1.4M | -24% | 14k | 100.88 |
|
| Howmet Aerospace (HWM) | 0.3 | $1.4M | NEW | 11k | 129.73 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $1.4M | NEW | 31k | 43.95 |
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| Tyler Technologies (TYL) | 0.3 | $1.3M | +12% | 2.3k | 581.39 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.3M | 17k | 81.76 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $1.3M | -2% | 27k | 50.28 |
|
| Ameren Corporation (AEE) | 0.3 | $1.3M | NEW | 13k | 100.40 |
|
| Roper Industries (ROP) | 0.3 | $1.3M | NEW | 2.3k | 589.58 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.3 | $1.3M | 14k | 96.77 |
|
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| Booking Holdings (BKNG) | 0.3 | $1.3M | -7% | 288.00 | 4606.91 |
|
| Ralph Lauren Corp Cl A (RL) | 0.3 | $1.3M | NEW | 5.7k | 221.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | +68% | 7.9k | 156.23 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $1.2M | 49k | 24.06 |
|
|
| Axon Enterprise (AXON) | 0.3 | $1.2M | +28% | 2.2k | 525.95 |
|
| Walt Disney Company (DIS) | 0.3 | $1.1M | -55% | 12k | 98.70 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $962k | 16k | 61.78 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $912k | -45% | 10k | 91.15 |
|
| Advanced Micro Devices (AMD) | 0.2 | $908k | +105% | 8.8k | 102.74 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $825k | +83% | 19k | 43.30 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $821k | 10k | 78.94 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $799k | -36% | 19k | 41.73 |
|
| Pbf Energy Cl A (PBF) | 0.2 | $764k | +81% | 40k | 19.09 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $746k | 26k | 28.41 |
|
|
| Ionq Inc Pipe (IONQ) | 0.2 | $708k | +79% | 32k | 22.07 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $691k | +4% | 6.4k | 108.69 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $685k | +81% | 67k | 10.24 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $660k | -11% | 7.1k | 93.45 |
|
| Sea Sponsord Ads (SE) | 0.1 | $657k | 5.0k | 130.49 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $635k | +8% | 3.3k | 190.58 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $628k | +111% | 3.8k | 166.60 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $626k | -3% | 11k | 57.14 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $621k | -10% | 14k | 43.70 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $597k | +9% | 10k | 57.60 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $572k | +5% | 9.5k | 60.15 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $561k | +6% | 1.0k | 542.38 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $550k | NEW | 10k | 54.72 |
|
| MercadoLibre (MELI) | 0.1 | $548k | -4% | 281.00 | 1950.87 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $548k | -15% | 17k | 33.13 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $541k | 13k | 42.52 |
|
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| American Express Company (AXP) | 0.1 | $519k | +107% | 1.9k | 269.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $515k | -10% | 10k | 50.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $512k | -21% | 3.0k | 170.89 |
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| Morgan Stanley Com New (MS) | 0.1 | $502k | 4.3k | 116.67 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $501k | -28% | 10k | 50.33 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $463k | 6.7k | 68.56 |
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| Lululemon Athletica (LULU) | 0.1 | $449k | NEW | 1.6k | 283.06 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $415k | +7% | 986.00 | 420.68 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $413k | +69% | 7.0k | 58.96 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $412k | +105% | 2.2k | 186.29 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $411k | -11% | 5.0k | 82.73 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $409k | +22% | 7.9k | 51.78 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $405k | +26% | 6.2k | 65.17 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $405k | -6% | 27k | 15.03 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $382k | -11% | 1.9k | 206.50 |
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| First Solar (FSLR) | 0.1 | $379k | NEW | 3.0k | 126.43 |
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| Wynn Resorts (WYNN) | 0.1 | $368k | +2% | 4.4k | 83.50 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $364k | -20% | 7.3k | 49.81 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $364k | 4.1k | 88.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $356k | +62% | 633.00 | 561.90 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $342k | -2% | 9.5k | 35.84 |
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| Talos Energy (TALO) | 0.1 | $340k | -56% | 35k | 9.72 |
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| Erasca (ERAS) | 0.1 | $340k | +45% | 248k | 1.37 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $340k | -12% | 2.0k | 172.23 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $324k | -2% | 3.6k | 90.59 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $317k | NEW | 2.2k | 146.01 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $315k | 6.2k | 51.08 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $313k | +45% | 4.4k | 71.80 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $302k | 2.7k | 112.85 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $300k | +6% | 16k | 18.96 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $298k | +4% | 4.7k | 63.00 |
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| ConocoPhillips (COP) | 0.1 | $291k | 2.8k | 105.02 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $283k | +3% | 1.4k | 206.18 |
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| Embraer Sponsored Ads (ERJ) | 0.1 | $280k | 6.1k | 46.20 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $280k | NEW | 3.1k | 91.03 |
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| Domino's Pizza (DPZ) | 0.1 | $276k | NEW | 600.00 | 459.45 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $275k | NEW | 1.1k | 251.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $271k | 987.00 | 274.84 |
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| Tidal Etf Tr Fundstrat Granny (GRNY) | 0.1 | $269k | -11% | 15k | 18.18 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $263k | 2.7k | 95.98 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $260k | 22k | 11.60 |
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| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.1 | $259k | +37% | 6.8k | 38.13 |
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| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $255k | 12k | 20.84 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $244k | 3.0k | 80.65 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $240k | 3.0k | 78.89 |
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| Boeing Company (BA) | 0.1 | $237k | +10% | 1.4k | 170.55 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $234k | NEW | 426.00 | 550.03 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $231k | -8% | 6.0k | 38.31 |
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| Kraneshares Trust Mount Lucas Etf (KMLM) | 0.1 | $228k | 8.4k | 27.28 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $224k | -15% | 4.7k | 47.58 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $223k | -6% | 2.1k | 106.79 |
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| Rocket Lab Usa (RKLB) | 0.1 | $223k | +21% | 13k | 17.88 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $218k | NEW | 3.8k | 58.06 |
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| Fortinet (FTNT) | 0.0 | $216k | NEW | 2.2k | 96.26 |
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| Ares Capital Corporation (ARCC) | 0.0 | $206k | -32% | 9.3k | 22.16 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $202k | -12% | 660.00 | 306.74 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $202k | NEW | 3.7k | 54.41 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $167k | 12k | 14.22 |
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| Nio Spon Ads (NIO) | 0.0 | $155k | +77% | 41k | 3.81 |
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| Tal Education Group Sponsored Ads (TAL) | 0.0 | $132k | 10k | 13.21 |
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| Genius Sports Shares Cl A (GENI) | 0.0 | $107k | NEW | 11k | 10.01 |
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| Sunrun (RUN) | 0.0 | $103k | -33% | 18k | 5.86 |
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| Opendoor Technologies (OPEN) | 0.0 | $92k | +50% | 90k | 1.02 |
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| Intuitive Machines Class A Com (LUNR) | 0.0 | $89k | NEW | 12k | 7.45 |
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| D-wave Quantum (QBTS) | 0.0 | $76k | NEW | 10k | 7.60 |
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| Opko Health (OPK) | 0.0 | $50k | 30k | 1.66 |
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| Scpharmaceuticals (SCPH) | 0.0 | $32k | 12k | 2.63 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $32k | 14k | 2.32 |
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| Trilogy Metals (TMQ) | 0.0 | $23k | 15k | 1.55 |
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| Cytomx Therapeutics (CTMX) | 0.0 | $7.9k | 13k | 0.64 |
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Past Filings by IPG Investment Advisors
SEC 13F filings are viewable for IPG Investment Advisors going back to 2013
- IPG Investment Advisors 2025 Q1 filed May 9, 2025
- 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