IPG Investment Advisors

IPG Investment Advisors as of June 30, 2026

Portfolio Holdings for IPG Investment Advisors

IPG Investment Advisors holds 268 positions in its portfolio as reported in the June 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) 7.8 $55M 73k 746.81
NVIDIA Corporation (NVDA) 5.5 $38M 190k 200.09
Amazon (AMZN) 3.4 $24M 99k 238.34
Apple (AAPL) 3.2 $23M 78k 289.36
Alphabet Cap Stk Cl A (GOOGL) 3.0 $21M 58k 357.37
Micron Technology (MU) 2.7 $19M 16k 1154.29
Ishares Tr Trust Ishare 0-1 (SHV) 2.5 $17M 155k 110.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.3 $16M 76k 212.77
Progressive Corporation (PGR) 2.2 $16M 71k 218.45
Microsoft Corporation (MSFT) 2.0 $14M 36k 373.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $13M 18k 736.45
Murphy Usa (MUSA) 1.7 $12M 22k 538.87
O'reilly Automotive (ORLY) 1.6 $11M 121k 92.09
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) 1.5 $11M 592k 18.00
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $10M 109k 94.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $9.6M 88k 109.07
Meta Platforms Cl A (META) 1.4 $9.5M 17k 563.29
Vanguard Index Fds Value Etf (VTV) 1.2 $8.6M 40k 217.93
Palo Alto Networks (PANW) 1.2 $8.6M 25k 341.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $8.2M 94k 86.42
Tempur-Pedic International (SGI) 1.2 $8.1M 103k 78.40
Heico Corp Cl A (HEI.A) 1.1 $7.9M 31k 257.91
Broadcom (AVGO) 1.1 $7.7M 20k 377.75
Jack in the Box (JACK) 1.1 $7.4M 469k 15.81
Goldman Sachs (GS) 1.1 $7.3M 7.3k 1011.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $6.9M 79k 88.54
Ge Vernova (GEV) 1.0 $6.9M 5.9k 1175.36
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.9 $6.0M 109k 55.18
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.9 $6.0M 119k 50.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $5.8M 8.5k 686.81
Tesla Motors (TSLA) 0.8 $5.8M 14k 420.60
Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $5.8M 2.9k 1989.44
O-i Glass (OI) 0.8 $5.3M 548k 9.63
Ishares Msci Japan Etf (EWJ) 0.7 $4.9M 53k 93.27
Spdr Gold Tr Gold Shs (GLD) 0.7 $4.9M 13k 368.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $4.7M 9.5k 500.39
Advanced Micro Devices (AMD) 0.7 $4.7M 8.1k 580.91
JPMorgan Chase & Co. (JPM) 0.7 $4.6M 14k 327.33
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.7 $4.5M 50k 91.64
Goodyear Tire & Rubber Company (GT) 0.6 $4.3M 651k 6.60
Wal-Mart Stores (WMT) 0.6 $4.0M 35k 113.26
Whirlpool Corporation (WHR) 0.6 $3.9M 99k 39.42
Kla Corp Com New (KLAC) 0.6 $3.9M 13k 301.71
Costco Wholesale Corporation (COST) 0.5 $3.7M 4.0k 935.47
Uber Technologies (UBER) 0.5 $3.7M 51k 72.16
Texas Pacific Land Corp (TPL) 0.5 $3.6M 8.1k 437.64
Mastercard Incorporated Cl A (MA) 0.5 $3.6M 6.9k 513.60
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.5M 10k 353.33
Coherent Corp (COHR) 0.5 $3.5M 8.9k 394.47
Ies Hldgs (IESC) 0.5 $3.5M 4.8k 734.66
Morgan Stanley Com New (MS) 0.5 $3.4M 16k 209.04
Lam Research Corp Com New (LRCX) 0.5 $3.3M 7.6k 433.56
Vanguard Index Fds Growth Etf (VUG) 0.4 $3.1M 36k 86.14
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $3.1M 11k 271.95
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.9M 3.9k 748.83
Sprott Asset Management Physical Gold An (CEF) 0.4 $2.9M 73k 40.23
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $2.9M 6.0k 478.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.8M 34k 83.75
Sandisk Corp (SNDK) 0.4 $2.8M 1.2k 2273.73
Western Digital (WDC) 0.4 $2.7M 4.3k 638.72
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $2.6M 80k 33.29
Eli Lilly & Co. (LLY) 0.4 $2.5M 2.1k 1199.43
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $2.5M 49k 51.05
Vistra Energy (VST) 0.4 $2.5M 16k 158.63
JBS Cl A Shs (JBS) 0.4 $2.5M 207k 11.85
Amphenol Corp Cl A (APH) 0.3 $2.4M 14k 176.57
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $2.4M 21k 117.09
Marvell Technology (MRVL) 0.3 $2.4M 8.0k 297.89
Home Depot (HD) 0.3 $2.4M 6.7k 352.68
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $2.4M 8.2k 285.58
Rockwell Automation (ROK) 0.3 $2.4M 4.8k 495.08
Dell Technologies CL C (DELL) 0.3 $2.3M 5.4k 431.46
Generac Holdings (GNRC) 0.3 $2.3M 7.8k 292.81
Bank of New York Mellon Corporation (BNY) 0.3 $2.2M 15k 144.61
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $2.2M 4.3k 496.73
salesforce (CRM) 0.3 $2.1M 13k 157.17
State Street Corporation (STT) 0.3 $2.0M 12k 169.60
Roundhill Etf Trust Memory Etf 0.3 $2.0M 27k 73.85
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.3 $2.0M 12k 170.86
Celestica (CLS) 0.3 $2.0M 5.4k 364.61
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.9M 6.5k 300.45
DaVita (DVA) 0.3 $1.9M 8.7k 222.48
Analog Devices (ADI) 0.3 $1.9M 4.8k 397.17
MetLife (MET) 0.3 $1.9M 23k 84.61
Simon Property (SPG) 0.3 $1.9M 8.5k 223.65
Cadence Design Systems (CDNS) 0.3 $1.9M 5.1k 375.32
Octave Specialty Group Com New (OSG) 0.3 $1.9M 304k 6.24
Welltower Inc Com reit (WELL) 0.3 $1.9M 8.3k 226.97
Match Group (MTCH) 0.3 $1.9M 49k 38.05
Monster Beverage Corp (MNST) 0.3 $1.9M 20k 96.12
eBay (EBAY) 0.3 $1.9M 17k 111.75
Edison International (EIX) 0.3 $1.9M 25k 74.45
Comfort Systems USA (FIX) 0.3 $1.8M 925.00 1981.95
Wabtec Corporation (WAB) 0.3 $1.8M 6.7k 269.60
MercadoLibre (MELI) 0.3 $1.8M 1.1k 1697.39
TJX Companies (TJX) 0.3 $1.8M 12k 151.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M 25k 68.41
Quanta Services (PWR) 0.2 $1.7M 2.4k 720.04
BorgWarner (BWA) 0.2 $1.7M 26k 66.40
Ball Corporation (BALL) 0.2 $1.7M 27k 62.40
Bank of America Corporation (BAC) 0.2 $1.7M 29k 56.98
Monolithic Power Systems (MPWR) 0.2 $1.7M 1.2k 1382.40
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.6M 17k 96.80
Honda Motor Adr Ech Cnv In 3 (HMC) 0.2 $1.6M 61k 27.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.5M 2.00 748850.00
Ishares Gold Tr Ishares New (IAU) 0.2 $1.5M 20k 75.51
Walt Disney Company (DIS) 0.2 $1.5M 15k 97.00
Topbuild 0.2 $1.4M 3.9k 354.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.4M 17k 82.65
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.3M 5.9k 227.06
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $1.3M 14k 96.90
Embraer Sponsored Ads (EMBJ) 0.2 $1.3M 20k 63.80
First Solar (FSLR) 0.2 $1.2M 5.2k 235.96
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.2M 16k 75.79
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.2M 27k 42.41
Opendoor Technologies (OPEN) 0.2 $1.2M 250k 4.62
Nu Hldgs Ord Shs Cl A (NU) 0.2 $1.1M 83k 13.36
Anthem (ELV) 0.2 $1.1M 2.8k 386.73
Invesco Db Commdy Indx Trck Unit (DBC) 0.2 $1.1M 41k 26.66
Lamb Weston Hldgs (LW) 0.2 $1.0M 24k 43.18
Paypal Holdings (PYPL) 0.1 $1.0M 24k 43.18
Ishares Tr Expanded Tech (IGV) 0.1 $1.0M 11k 90.60
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $997k 1.0k 965.74
Oracle Corporation (ORCL) 0.1 $992k 6.8k 146.55
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $937k 1.4k 655.89
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $935k 5.9k 158.25
Ouster Com New (OUST) 0.1 $933k 15k 62.52
Rocket Lab Corp (RKLB) 0.1 $926k 9.1k 101.65
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $911k 1.4k 640.76
Tidal Trust I Fund Gran Us Etf (GRNY) 0.1 $888k 32k 27.65
Versigent Ordinary Shares (VGNT) 0.1 $871k 21k 42.01
Qualcomm (QCOM) 0.1 $844k 4.6k 184.79
Magna Intl Inc cl a (MGA) 0.1 $832k 13k 65.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $822k 10k 79.03
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $821k 9.1k 89.85
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $817k 27k 30.17
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $809k 4.2k 190.54
UnitedHealth (UNH) 0.1 $784k 1.9k 415.63
Ast Spacemobile Com Cl A (ASTS) 0.1 $770k 8.7k 88.86
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.1 $746k 26k 28.41
Netflix (NFLX) 0.1 $732k 10k 71.40
Comcast Corp Cl A (CMCSA) 0.1 $729k 30k 24.55
Vanguard World Inf Tech Etf (VGT) 0.1 $720k 6.0k 119.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $710k 10k 71.25
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $694k 1.3k 522.26
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.1 $665k 13k 52.72
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $651k 14k 45.47
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $647k 6.5k 98.98
Intel Corporation (INTC) 0.1 $645k 4.6k 139.63
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $597k 9.3k 64.50
Caterpillar (CAT) 0.1 $592k 556.00 1064.90
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $584k 1.9k 302.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $579k 2.6k 219.43
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $565k 7.1k 79.97
Sea Sponsord Ads (SE) 0.1 $562k 5.9k 95.83
Nebius Group Shs Class A (NBIS) 0.1 $559k 2.0k 276.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $537k 2.2k 242.99
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $535k 4.7k 114.18
Hldgs (UAL) 0.1 $530k 3.9k 135.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $510k 8.5k 59.69
Toyota Motor Corp Ads (TM) 0.1 $482k 2.9k 168.42
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $478k 9.0k 53.11
Strategy Cl A New (MSTR) 0.1 $478k 5.5k 86.93
Corning Incorporated (GLW) 0.1 $465k 1.8k 255.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $452k 5.3k 85.49
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $439k 11k 39.53
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $438k 9.5k 46.05
Ge Aerospace Com New (GE) 0.1 $428k 1.1k 373.73
Sprott Asset Management Physical Silver (PSLV) 0.1 $423k 22k 18.87
Ishares Ethereum Tr SHS (ETHA) 0.1 $418k 35k 11.89
Kinross Gold Corp (KGC) 0.1 $416k 18k 23.62
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $414k 4.0k 103.96
Ishares Tr China Lg-cap Etf (FXI) 0.1 $409k 13k 31.59
Ark Etf Tr Innovation Etf (ARKK) 0.1 $407k 5.0k 80.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $399k 1.1k 365.70
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $396k 2.5k 158.66
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $390k 3.7k 104.93
Vicor Corporation (VICR) 0.1 $367k 965.00 379.78
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $357k 6.7k 53.61
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $351k 6.2k 56.79
Merck & Co (MRK) 0.1 $349k 2.7k 129.05
Tema Etf Trust Space Innov Etf (NASA) 0.0 $346k 11k 30.38
Agnico (AEM) 0.0 $341k 2.2k 155.13
American Express Company (AXP) 0.0 $339k 1.0k 338.25
Arista Networks Com Shs (ANET) 0.0 $338k 2.0k 169.88
Ishares Jp Mrg Em Crp Bd (CEMB) 0.0 $337k 7.4k 45.65
Global X Fds Global X Uranium (URA) 0.0 $332k 7.6k 43.70
Ishares Tr Us Aer Def Etf (ITA) 0.0 $332k 1.4k 242.42
Ishares Tr Rus 1000 Etf (IWB) 0.0 $320k 781.00 409.36
Flex Ord (FLEX) 0.0 $319k 2.0k 162.07
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $317k 3.3k 96.44
Cognex Corporation (CGNX) 0.0 $313k 4.3k 72.42
Ciena Corp Com New (CIEN) 0.0 $312k 635.00 490.56
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $309k 6.0k 51.29
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $304k 4.0k 75.45
Barrick Mng Corp Com Shs (B) 0.0 $301k 8.2k 36.76
Semtech Corporation (SMTC) 0.0 $296k 1.8k 161.85
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) 0.0 $295k 4.3k 68.16
Ferrari Nv Ord (RACE) 0.0 $293k 790.00 370.80
Ishares Tr U.s. Finls Etf (IYF) 0.0 $288k 2.3k 127.51
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $287k 5.4k 53.09
Blackstone Secd Lending Common Stock (BXSL) 0.0 $284k 12k 24.48
Howmet Aerospace (HWM) 0.0 $278k 1.0k 268.86
Copa Holdings Sa Cl A (CPA) 0.0 $274k 1.8k 155.57
Fuelcell Energy Com New (FCEL) 0.0 $273k 7.6k 36.01
Royal Caribbean Cruises (RCL) 0.0 $264k 826.00 319.03
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $262k 2.7k 95.61
Equinix (EQIX) 0.0 $262k 251.00 1042.39
Teradyne (TER) 0.0 $261k 540.00 483.84
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $260k 5.7k 45.52
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $260k 2.7k 98.25
Novo-nordisk A S Adr (NVO) 0.0 $258k 5.4k 47.94
Fortuna Mng Corp Com New (FSM) 0.0 $258k 31k 8.45
Nvent Elec SHS (NVT) 0.0 $257k 1.5k 169.61
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $256k 2.2k 117.28
Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $253k 12k 21.11
Spdr Series Trust St Str Sp Metal (XME) 0.0 $253k 2.4k 106.93
T1 Energy Com New (TE) 0.0 $244k 26k 9.48
Xometry Class A Com (XMTR) 0.0 $241k 2.5k 96.52
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) 0.0 $237k 3.4k 68.68
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $233k 880.00 264.72
Blackstone Group Inc Com Cl A (BX) 0.0 $232k 2.0k 117.67
ConocoPhillips (COP) 0.0 $229k 2.2k 103.96
Harmony Gold Mng Sponsored Adr (HMY) 0.0 $228k 15k 15.21
Jfrog Ord Shs (FROG) 0.0 $228k 2.5k 90.88
Intuitive Machines Class A Com (LUNR) 0.0 $227k 11k 21.39
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $226k 19k 12.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $226k 3.7k 61.46
Nio Spon Ads (NIO) 0.0 $226k 45k 5.06
Owl Rock Capital Corporation (OBDC) 0.0 $225k 20k 11.18
TTM Technologies (TTMI) 0.0 $224k 1.2k 187.02
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $222k 3.9k 57.00
Visa Com Cl A (V) 0.0 $222k 647.00 343.09
Vertiv Holdings Com Cl A (VRT) 0.0 $222k 662.00 334.82
Kraneshares Trust Mount Lucas Etf (KMLM) 0.0 $222k 8.0k 27.52
Penguin Solutions (PENG) 0.0 $221k 2.9k 76.01
Intuitive Surgical Com New (ISRG) 0.0 $218k 549.00 397.68
Exchange Traded Concepts Tru Robo Glb Artif (THNQ) 0.0 $218k 2.4k 91.21
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $217k 981.00 221.20
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $216k 1.8k 119.01
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $215k 1.6k 134.56
Ishares Tr Msci Usa Value (VLUE) 0.0 $213k 1.1k 199.81
Wells Fargo & Company (WFC) 0.0 $211k 2.6k 82.64
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.0 $209k 3.3k 64.30
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $208k 608.00 342.83
Gold Fields Sponsored Adr (GFI) 0.0 $205k 6.1k 33.59
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $203k 857.00 236.62
Arm Holdings Sponsored Ads (ARM) 0.0 $202k 570.00 354.57
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $202k 3.4k 59.15
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $201k 3.4k 59.02
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $191k 20k 9.57
Joby Aviation Common Stock (JOBY) 0.0 $178k 20k 8.92
Agf Invts Tr Us Market Netrl (BTAL) 0.0 $169k 15k 11.15
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $159k 19k 8.23
Poet Technologies Com New (POET) 0.0 $149k 15k 10.28
Jumia Technologies Sponsored Ads (JMIA) 0.0 $116k 17k 7.05
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $116k 26k 4.40
Tal Ed Group Sponsored Ads (TAL) 0.0 $96k 10k 9.57
Goldmining (GLDG) 0.0 $65k 72k 0.90
Direxion Shares Etf Trust Daily Small Cap (TZA) 0.0 $57k 15k 3.79
Trilogy Metals (TMQ) 0.0 $52k 15k 3.50
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $49k 14k 3.61
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $48k 10k 4.84
Cytomx Therapeutics (CTMX) 0.0 $47k 13k 3.75
Opko Health (OPK) 0.0 $45k 30k 1.50
Quantum Si Com Cl A (QSI) 0.0 $27k 31k 0.89
Cibus Cl A Com Stk (CBUS) 0.0 $14k 10k 1.37
Celularity Cl A New (CELU) 0.0 $10k 17k 0.60