Tiptree Advisors as of June 30, 2025
Portfolio Holdings for Tiptree Advisors
Tiptree Advisors holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.9 | $18M | 24k | 738.09 | |
| Amazon (AMZN) | 10.7 | $14M | 63k | 219.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.2 | $11M | 22k | 485.77 | |
| Microsoft Corporation (MSFT) | 8.2 | $11M | 21k | 497.41 | |
| At&t (T) | 5.8 | $7.4M | 255k | 28.94 | |
| Uber Technologies (UBER) | 5.5 | $7.1M | 76k | 93.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $6.6M | 38k | 176.23 | |
| James Hardie Inds Sponsored Adr | 5.2 | $6.6M | 245k | 26.89 | |
| United States Cellular Corporation (AD) | 4.9 | $6.3M | 98k | 63.97 | |
| Echostar Corp Cl A (SATS) | 4.8 | $6.1M | 219k | 27.70 | |
| Mr Cooper Group | 4.4 | $5.6M | 38k | 149.21 | |
| Kinetik Holdings Com New Cl A (KNTK) | 4.1 | $5.3M | 120k | 44.05 | |
| Banc Of California (BANC) | 3.9 | $4.9M | 350k | 14.05 | |
| Waystar Holding Corp (WAY) | 3.4 | $4.4M | 108k | 40.87 | |
| Core Scientific (CORZ) | 3.1 | $4.0M | 232k | 17.07 | |
| Charter Communications Inc N Cl A (CHTR) | 3.0 | $3.8M | 9.3k | 408.81 | |
| Gap (GAP) | 3.0 | $3.8M | 173k | 21.81 | |
| Riot Blockchain (RIOT) | 1.0 | $1.3M | 112k | 11.30 | |
| Moody's Corporation (MCO) | 0.8 | $1.0M | 2.0k | 501.59 | |
| Cipher Mining (CIFR) | 0.6 | $717k | 150k | 4.78 | |
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.4 | $454k | 104k | 4.39 |
