IPG Investment Advisors

IPG Investment Advisors as of Dec. 31, 2025

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