IPG Investment Advisors

IPG Investment Advisors as of March 31, 2026

Portfolio Holdings for IPG Investment Advisors

IPG Investment Advisors holds 242 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 8.1 $47M 73k 652.16
NVIDIA Corporation (NVDA) 5.9 $35M 198k 174.41
Amazon (AMZN) 3.7 $21M 103k 208.27
Apple (AAPL) 3.1 $18M 71k 253.79
Alphabet Cap Stk Cl A (GOOGL) 2.9 $17M 59k 287.56
Murphy Usa (MUSA) 2.8 $16M 33k 493.97
Ishares Tr Trust Ishare 0-1 (SHV) 2.5 $14M 131k 110.39
Progressive Corporation (PGR) 2.4 $14M 72k 198.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $14M 73k 191.92
Microsoft Corporation (MSFT) 2.4 $14M 38k 370.17
O'reilly Automotive (ORLY) 2.0 $11M 124k 92.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $11M 19k 577.18
Meta Platforms Cl A (META) 1.4 $8.5M 15k 572.13
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) 1.4 $8.3M 592k 14.01
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $8.0M 93k 86.69
Vanguard Index Fds Value Etf (VTV) 1.3 $7.7M 39k 196.20
Tempur-Pedic International (SGI) 1.3 $7.5M 102k 73.92
Heico Corp Cl A (HEI.A) 1.2 $7.1M 34k 211.09
Micron Technology (MU) 1.2 $7.1M 21k 337.95
Spdr Series Trust State Street Spd (BIL) 1.2 $6.9M 75k 91.64
Broadcom (AVGO) 1.1 $6.5M 21k 309.51
Spdr Gold Tr Gold Shs (GLD) 1.1 $6.5M 15k 430.29
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.1 $6.5M 79k 82.43
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.1 $6.4M 67k 95.44
Tesla Motors (TSLA) 1.1 $6.3M 17k 371.75
Asml Hldg Nv N Y Registry Shs (ASML) 1.0 $6.1M 4.6k 1320.83
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $6.0M 109k 55.35
Wal-Mart Stores (WMT) 1.0 $6.0M 48k 124.53
Texas Pacific Land Corp (TPL) 1.0 $5.6M 12k 474.56
Costco Wholesale Corporation (COST) 0.9 $5.5M 5.5k 996.43
O-i Glass (OI) 0.9 $5.5M 523k 10.51
Goodyear Tire & Rubber Company (GT) 0.9 $5.5M 829k 6.63
Jack in the Box (JACK) 0.9 $5.2M 536k 9.67
Goldman Sachs (GS) 0.9 $5.1M 6.0k 845.99
Builders FirstSource (BLDR) 0.9 $5.0M 60k 82.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $4.8M 8.0k 597.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $4.4M 9.2k 479.20
Ishares Msci Japan Etf (EWJ) 0.7 $4.3M 51k 84.44
JPMorgan Chase & Co. (JPM) 0.7 $4.1M 14k 294.16
Ge Vernova (GEV) 0.6 $3.7M 4.3k 873.40
Generac Holdings (GNRC) 0.6 $3.7M 19k 195.33
Whirlpool Corporation (WHR) 0.6 $3.7M 68k 53.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $3.5M 2.4k 1472.41
Mastercard Incorporated Cl A (MA) 0.6 $3.5M 7.0k 499.66
Sprott Asset Management Physical Gold An (CEF) 0.6 $3.4M 71k 47.72
Uber Technologies (UBER) 0.6 $3.2M 45k 71.93
Palo Alto Networks (PANW) 0.5 $3.2M 20k 160.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $2.9M 75k 38.42
salesforce (CRM) 0.5 $2.8M 15k 186.67
Morgan Stanley Com New (MS) 0.5 $2.7M 16k 164.57
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.6M 6.0k 436.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.5M 34k 75.10
Home Depot (HD) 0.4 $2.5M 7.6k 328.89
Arista Networks Com Shs (ANET) 0.4 $2.5M 20k 122.78
Ies Hldgs (IESC) 0.4 $2.5M 5.2k 476.47
Netflix (NFLX) 0.4 $2.5M 26k 96.15
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $2.2M 6.6k 338.82
JBS Cl A Shs (JBS) 0.4 $2.2M 121k 17.96
Vistra Energy (VST) 0.4 $2.2M 14k 150.33
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $2.1M 35k 59.03
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.0M 7.0k 286.86
Ge Aerospace Com New (GE) 0.3 $2.0M 7.0k 284.24
Merck & Co (MRK) 0.3 $1.9M 16k 121.03
Advanced Micro Devices (AMD) 0.3 $1.9M 9.4k 203.43
Magna Intl Inc cl a (MGA) 0.3 $1.9M 34k 55.81
Palantir Technologies Cl A (PLTR) 0.3 $1.9M 13k 146.28
Dell Technologies CL C (DELL) 0.3 $1.9M 11k 164.13
Howmet Aerospace (HWM) 0.3 $1.7M 7.5k 230.46
Bank of New York Mellon Corporation (BK) 0.3 $1.7M 15k 118.63
Honda Motor Adr Ech Cnv In 3 (HMC) 0.3 $1.7M 68k 24.31
Oracle Corporation (ORCL) 0.3 $1.7M 11k 147.11
Newmont Mining Corporation (NEM) 0.3 $1.7M 15k 108.25
Targa Res Corp (TRGP) 0.3 $1.6M 6.6k 250.73
TJX Companies (TJX) 0.3 $1.6M 10k 159.70
Jabil Circuit (JBL) 0.3 $1.6M 6.1k 265.63
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.3 $1.6M 32k 50.49
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.6M 2.5k 653.09
EQT Corporation (EQT) 0.3 $1.6M 25k 63.64
Lam Research Corp Com New (LRCX) 0.3 $1.6M 7.4k 214.05
PNC Financial Services (PNC) 0.3 $1.6M 7.6k 208.09
Ishares Gold Tr Ishares New (IAU) 0.3 $1.6M 18k 88.16
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.6M 3.5k 446.54
Tapestry (TPR) 0.3 $1.5M 11k 141.11
Raytheon Technologies Corp (RTX) 0.3 $1.5M 7.9k 192.90
Ralph Lauren Corp Cl A (RL) 0.3 $1.5M 4.4k 344.89
CenterPoint Energy (CNP) 0.3 $1.5M 36k 43.16
Keysight Technologies (KEYS) 0.3 $1.5M 5.4k 282.37
Western Digital (WDC) 0.3 $1.5M 5.7k 270.49
Octave Specialty Group Com New (OSG) 0.3 $1.5M 326k 4.65
Quanta Services (PWR) 0.3 $1.5M 2.7k 549.02
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.5M 6.0k 248.00
Teledyne Technologies Incorporated (TDY) 0.3 $1.5M 2.4k 605.01
Travelers Companies (TRV) 0.3 $1.5M 5.0k 291.68
Walt Disney Company (DIS) 0.3 $1.5M 15k 96.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.4M 2.00 718140.00
Bank of America Corporation (BAC) 0.2 $1.4M 29k 48.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.4M 25k 56.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.4M 13k 108.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.4M 17k 82.75
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $1.3M 14k 96.80
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.2 $1.2M 106k 11.44
Invesco Db Commdy Indx Trck Unit (DBC) 0.2 $1.2M 41k 28.95
Opendoor Technologies (OPEN) 0.2 $1.2M 250k 4.68
Vanguard World Inf Tech Etf (VGT) 0.2 $1.1M 1.6k 697.72
Anthem (ELV) 0.2 $1.1M 3.8k 292.75
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.1M 26k 42.31
Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $1.1M 31k 35.44
Embraer Sponsored Ads (EMBJ) 0.2 $1.1M 19k 59.34
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.1M 16k 70.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.1M 8.6k 125.46
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.1M 5.1k 211.15
Nu Hldgs Ord Shs Cl A (NU) 0.2 $1.1M 74k 14.37
Aptiv Com Shs (APTV) 0.2 $1.0M 15k 69.44
First Solar (FSLR) 0.2 $1.0M 5.2k 197.26
Qualcomm (QCOM) 0.1 $875k 6.8k 128.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $824k 10k 79.27
Paypal Holdings (PYPL) 0.1 $800k 18k 45.23
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $727k 12k 61.26
Lamb Weston Hldgs (LW) 0.1 $703k 17k 42.26
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $672k 11k 59.19
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $664k 28k 23.87
Ishares Tr Expanded Tech (IGV) 0.1 $646k 8.1k 80.05
Strategy Cl A New (MSTR) 0.1 $640k 5.1k 124.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $639k 10k 64.08
Ast Spacemobile Com Cl A (ASTS) 0.1 $620k 7.5k 82.87
Agnico (AEM) 0.1 $615k 3.0k 202.98
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $600k 6.0k 99.27
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $588k 1.3k 463.80
UnitedHealth (UNH) 0.1 $575k 2.1k 270.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $574k 1.8k 320.81
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $569k 5.7k 100.17
Kinross Gold Corp (KGC) 0.1 $566k 19k 30.52
Nebius Group Shs Class A (NBIS) 0.1 $560k 5.4k 103.76
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $548k 1.4k 383.40
Sprott Asset Management Physical Silver (PSLV) 0.1 $546k 22k 24.39
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $545k 4.1k 132.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $541k 2.8k 191.81
Ishares Ethereum Tr SHS (ETHA) 0.1 $529k 33k 15.83
Pfizer (PFE) 0.1 $521k 19k 28.08
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $520k 6.5k 79.56
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $512k 11k 46.13
MercadoLibre (MELI) 0.1 $500k 289.00 1729.02
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $487k 1.5k 328.66
Sea Sponsord Ads (SE) 0.1 $486k 5.9k 82.81
Toyota Motor Corp Ads (TM) 0.1 $483k 2.3k 206.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $480k 2.2k 217.25
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $466k 2.0k 237.62
Proshares Tr Shrt Russell2000 (RWM) 0.1 $438k 27k 16.22
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $438k 9.5k 46.07
Rocket Lab Corp (RKLB) 0.1 $422k 6.6k 64.22
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $419k 9.3k 45.26
Ishares Tr China Lg-cap Etf (FXI) 0.1 $415k 12k 35.90
Global X Fds Global X Uranium (URA) 0.1 $402k 8.3k 48.43
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $400k 12k 32.95
Caterpillar (CAT) 0.1 $394k 556.00 708.46
Spdr Series Trust State Street Spd (XBI) 0.1 $390k 3.1k 127.73
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $385k 4.0k 96.70
TTM Technologies (TTMI) 0.1 $366k 3.8k 97.42
Ark Etf Tr Innovation Etf (ARKK) 0.1 $362k 5.4k 67.59
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $353k 3.0k 116.29
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $349k 890.00 392.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $342k 6.3k 54.05
Barrick Mng Corp Com Shs (B) 0.1 $334k 8.2k 40.74
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $328k 6.7k 49.37
Ishares Tr Us Aer Def Etf (ITA) 0.1 $323k 1.5k 218.73
Synopsys (SNPS) 0.1 $320k 807.00 396.48
Hldgs (UAL) 0.1 $313k 3.4k 92.07
ConocoPhillips (COP) 0.1 $313k 2.4k 132.00
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $309k 6.0k 51.23
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $308k 3.3k 93.93
Ishares Jp Mrg Em Crp Bd (CEMB) 0.1 $307k 6.8k 45.28
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $307k 6.2k 49.69
American Express Company (AXP) 0.1 $303k 1.0k 302.48
Fortuna Mng Corp Com New (FSM) 0.1 $303k 31k 9.93
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $302k 5.7k 52.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $301k 3.6k 82.56
Global X Fds Artificial Etf (AIQ) 0.1 $299k 6.4k 46.67
Nio Spon Ads (NIO) 0.1 $299k 50k 6.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $298k 3.9k 77.11
Applied Materials (AMAT) 0.1 $292k 855.00 341.79
Blackstone Secd Lending Common Stock (BXSL) 0.0 $286k 12k 24.46
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.0 $285k 4.3k 65.77
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $284k 3.1k 91.77
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $282k 4.5k 62.68
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $281k 3.5k 80.94
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $279k 3.7k 75.09
Ishares Tr Rus 1000 Etf (IWB) 0.0 $278k 781.00 356.38
Gold Fields Sponsored Adr (GFI) 0.0 $277k 6.1k 45.40
Celestica (CLS) 0.0 $274k 975.00 281.22
Carpenter Technology Corporation (CRS) 0.0 $274k 695.00 394.15
Marvell Technology (MRVL) 0.0 $269k 2.7k 99.05
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $267k 5.4k 49.37
Ishares Tr U.s. Finls Etf (IYF) 0.0 $266k 2.3k 117.66
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $263k 2.7k 95.82
Fmc Corp Com New (FMC) 0.0 $260k 15k 17.30
Sterling Construction Company (STRL) 0.0 $257k 630.00 407.27
Advanced Energy Industries (AEIS) 0.0 $257k 795.00 322.71
Intel Corporation (INTC) 0.0 $250k 5.7k 44.13
Ferrari Nv Ord (RACE) 0.0 $250k 750.00 332.96
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $249k 5.4k 46.22
Intuitive Machines Class A Com (LUNR) 0.0 $238k 13k 18.56
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $236k 1.6k 146.61
eBay (EBAY) 0.0 $236k 2.6k 91.02
Gilead Sciences (GILD) 0.0 $233k 1.7k 139.37
Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $231k 12k 18.70
Harmony Gold Mng Sponsored Adr (HMY) 0.0 $231k 15k 15.37
Owl Rock Capital Corporation (OBDC) 0.0 $230k 20k 11.43
Royal Caribbean Cruises (RCL) 0.0 $229k 826.00 276.68
Kraneshares Trust Mount Lucas Etf (KMLM) 0.0 $227k 8.0k 28.20
AES Corporation (AES) 0.0 $222k 16k 14.09
Ondas Com New (ONDS) 0.0 $222k 25k 9.04
Spdr Index Shs Fds State Street Spd (FEZ) 0.0 $220k 3.5k 62.08
Terawulf (WULF) 0.0 $218k 15k 14.43
Arm Holdings Sponsored Ads (ARM) 0.0 $214k 1.4k 151.28
Chevron Corporation (CVX) 0.0 $212k 1.0k 206.90
Viavi Solutions Inc equities (VIAV) 0.0 $210k 6.3k 33.28
Corning Incorporated (GLW) 0.0 $208k 1.5k 135.97
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $206k 880.00 234.03
Robinhood Mkts Com Cl A (HOOD) 0.0 $204k 2.9k 69.30
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $204k 3.9k 52.30
Wells Fargo & Company (WFC) 0.0 $203k 2.6k 79.61
Nvent Elec SHS (NVT) 0.0 $203k 1.7k 118.28
Boeing Company (BA) 0.0 $202k 1.0k 199.03
Novo-nordisk A S Adr (NVO) 0.0 $201k 5.3k 37.97
Beta Technologies Com Shs Cl A (BETA) 0.0 $192k 13k 14.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $186k 981.00 189.59
Ouster Com New (OUST) 0.0 $184k 10k 18.37
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $172k 20k 8.62
Joby Aviation Common Stock (JOBY) 0.0 $165k 20k 8.26
Agf Invts Tr Us Market Netrl (BTAL) 0.0 $164k 12k 13.96
Sleep Number Corp (SNBR) 0.0 $149k 83k 1.79
Navitas Semiconductor Corp-a (NVTS) 0.0 $127k 15k 8.77
Tal Ed Group Sponsored Ads (TAL) 0.0 $114k 10k 11.37
Direxion Shares Etf Trust Daily Small Cap (TZA) 0.0 $105k 15k 7.02
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $100k 16k 6.30
Cytomx Therapeutics (CTMX) 0.0 $59k 13k 4.70
Trilogy Metals (TMQ) 0.0 $53k 15k 3.59
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $53k 10k 5.32
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $51k 14k 3.78
Opko Health (OPK) 0.0 $34k 30k 1.14
Goldmining (GLDG) 0.0 $30k 26k 1.19
Celularity Cl A New (CELU) 0.0 $23k 17k 1.33