The Analysis of IPG Investment Advisors LLC's Holdings
Currently, IPG Investment Advisors LLC holds 222 types of securities in its portfolio with a total value $570.5M. In the most recent quarter, they have increased their positions in SHV (+79.7K shares, valued at $8.8M), PGR (+21.5K shares, valued at $4.9M), EWJ (+50.4K shares, valued at $4.1M); decreased their positions in CX (-970.8K shares, valued at $11.2M), OI (-379.0K shares, valued at $5.6M), MGA (-101.1K shares, valued at $5.4M); initiated new positions in XLI (+11.7K shares, valued at $1.8M), TPR (+13.8K shares, valued at $1.8M), APH (+12.8K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR67.2K shares6.22%2025-12-312026-02-09
NVDA NVIDIA CORPORATION200.9K shares3.85%2025-12-312026-02-09 AMZN AMAZON COM INC100.1K shares9.06%2025-12-312026-02-09 MSFT MICROSOFT CORP43.0K shares22.65%2025-12-312026-02-09 AAPL APPLE INC70.9K shares-4.12%2025-12-312026-02-09 ALPHABET INC ALPHABET INC52.6K shares20.16%2025-12-312026-02-09 PGR PROGRESSIVE CORP71.1K shares43.40%2025-12-312026-02-09 SHV ISHARES TR146.4K shares119.62%2025-12-312026-02-09 MUSA MURPHY USA INC30.1K shares3.66%2025-12-312026-02-09 META META PLATFORMS INC16.3K shares-20.52%2025-12-312026-02-09 ORLY OREILLY AUTOMOTIVE INC103.0K shares43.18%2025-12-312026-02-09 JACK JACK IN THE BOX INC431.0K shares-34.01%2025-12-312026-02-09 OI O-I GLASS INC546.7K shares-40.94%2025-12-312026-02-09 BIL SPDR SERIES TRUST87.3K shares-2.87%2025-12-312026-02-09 HEI.A HEICO CORP NEW31.2K shares41.24%2025-12-312026-02-09 GT GOODYEAR TIRE & RUBR CO884.5K shares-23.79%2025-12-312026-02-09 SGI SOMNIGROUP INTERNATIONAL INC84.2K shares43.66%2025-12-312026-02-09 TSLA TESLA INC16.3K shares-3.00%2025-12-312026-02-09 VTV VANGUARD INDEX FDS37.6K shares2.80%2025-12-312026-02-09 BROADCOM INC BROADCOM INC19.2K shares-26.47%2025-12-312026-02-09 IEF ISHARES TR65.7K shares13.82%2025-12-312026-02-09 VGK VANGUARD INTL EQUITY INDEX F71.2K shares-0.80%2025-12-312026-02-09 WMT WALMART INC52.1K shares-3.47%2025-12-312026-02-09 GLD SPDR GOLD TR13.6K shares10.39%2025-12-312026-02-09 IBIT ISHARES BITCOIN TRUST ETF106.4K shares17.67%2025-12-312026-02-09 BLDR BUILDERS FIRSTSOURCE INC50.1K shares42.69%2025-12-312026-02-09 EWJ ISHARES INC57.4K shares726.17%2025-12-312026-02-09 TLT ISHARES TR52.5K shares33.37%2025-12-312026-02-09 ASML ASML HOLDING N V4.3K shares-13.11%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC5.0K shares0.00%2025-12-312026-02-09 MGA MAGNA INTL INC83.0K shares-54.94%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.12.5K shares-30.60%2025-12-312026-02-09 UBER UBER TECHNOLOGIES INC47.5K shares-29.37%2025-12-312026-02-09 CX CEMEX SAB DE CV311.3K shares-75.72%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW3.9K shares31.86%2025-12-312026-02-09 CEF SPROTT ASSET MANAGEMENT LP72.1K shares5.21%2025-12-312026-02-09 DIS DISNEY WALT CO28.8K shares174.09%2025-12-312026-02-09 CRM SALESFORCE INC12.4K shares3.47%2025-12-312026-02-09 MA MASTERCARD INCORPORATED5.7K shares4.94%2025-12-312026-02-09 DIA SPDR DOW JONES INDL AVERAGE6.6K shares568.46%2025-12-312026-02-09 VUG VANGUARD INDEX FDS6.0K shares0.42%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC15.2K shares-16.05%2025-12-312026-02-09 GEV GE VERNOVA INC4.3K shares703.21%2025-12-312026-02-09 BAC BANK AMERICA CORP48.5K shares149.60%2025-12-312026-02-09 MS MORGAN STANLEY14.5K shares-4.65%2025-12-312026-02-09 HD HOME DEPOT INC7.1K shares9.18%2025-12-312026-02-09 VEU VANGUARD INTL EQUITY INDEX F32.0K shares0.00%2025-12-312026-02-09 TPL TEXAS PACIFIC LAND CORPORATI8.1K shares325.65%2025-12-312026-02-09 VST VISTRA CORP14.4K shares-34.80%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC12.9K shares-18.76%2025-12-312026-02-09 GNRC GENERAC HLDGS INC16.7K shares-44.41%2025-12-312026-02-09 PBR PETROLEO BRASILEIRO SA PETRO185.2K shares-51.28%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC7.5K shares-63.18%2025-12-312026-02-09 NFLX NETFLIX INC22.4K shares902.60%2025-12-312026-02-09 ALPHABET INC ALPHABET INC6.4K shares-3.76%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE6.5K shares-5.38%2025-12-312026-02-09 KLAC KLA CORP1.6K shares-18.02%2025-12-312026-02-09 RTX RTX CORPORATION10.3K shares-6.77%2025-12-312026-02-09 HWM HOWMET AEROSPACE INC9.2K shares-4.72%2025-12-312026-02-09 WFC WELLS FARGO CO NEW20.0K shares685.45%2025-12-312026-02-09 BK BANK NEW YORK MELLON CORP15.7K shares-3.38%2025-12-312026-02-09 XLI SELECT SECTOR SPDR TR11.7K sharesnew addition2025-12-312026-02-09 TPR TAPESTRY INC13.8K sharesnew addition2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC8.1K shares-68.05%2025-12-312026-02-09 APH AMPHENOL CORP NEW12.8K sharesnew addition2025-12-312026-02-09 XLB SELECT SECTOR SPDR TR38.1K sharesnew addition2025-12-312026-02-09 QCOM QUALCOMM INC10.0K shares-52.32%2025-12-312026-02-09 LLY ELI LILLY & CO1.6K shares232.49%2025-12-312026-02-09 XLF SELECT SECTOR SPDR TR30.5K shares365.95%2025-12-312026-02-09 BWA BORGWARNER INC36.2K shares-56.70%2025-12-312026-02-09 NEM NEWMONT CORP16.1K sharesnew addition2025-12-312026-02-09 TJX TJX COS INC NEW10.4K sharesnew addition2025-12-312026-02-09 JBS JBS N.V.110.5K sharesnew addition2025-12-312026-02-09 TRGP TARGA RES CORP8.6K sharesnew addition2025-12-312026-02-09 APP APPLOVIN CORP2.3K sharesnew addition2025-12-312026-02-09 ISRG INTUITIVE SURGICAL INC2.7K sharesnew addition2025-12-312026-02-09 COF CAPITAL ONE FINL CORP6.4K sharesnew addition2025-12-312026-02-09 PNC PNC FINL SVCS GROUP INC7.3K sharesnew addition2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2025-12-312026-02-09 IDXX IDEXX LABS INC2.2K sharesnew addition2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS5.0K sharesnew addition2025-12-312026-02-09 IWM ISHARES TR6.0K shares-2.03%2025-12-312026-02-09 RL RALPH LAUREN CORP4.1K shares-18.87%2025-12-312026-02-09 OPEN OPENDOOR TECHNOLOGIES INC250.0K shares0.00%2025-12-312026-02-09 WHR WHIRLPOOL CORP20.1K shares-12.62%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS16.5K shares0.00%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD4.5K shares-36.18%2025-12-312026-02-09 CORP PIMCO ETF TR13.8K shares0.00%2025-12-312026-02-09 PHYS SPROTT ASSET MANAGEMENT LP38.1K shares-10.41%2025-12-312026-02-09 BABA ALIBABA GROUP HLDG LTD8.5K shares-9.89%2025-12-312026-02-09 VGT VANGUARD WORLD FD1.6K shares10.75%2025-12-312026-02-09 ORCL ORACLE CORP6.3K shares267.17%2025-12-312026-02-09 APTIV PLC APTIV PLC16.1K shares-50.37%2025-12-312026-02-09 NU NU HLDGS LTD72.1K shares-14.42%2025-12-312026-02-09 DELL DELL TECHNOLOGIES INC9.5K shares-8.34%2025-12-312026-02-09 DGRO ISHARES TR15.6K shares0.00%2025-12-312026-02-09 SLQD ISHARES TR20.5K shares3.60%2025-12-312026-02-09 WDC WESTERN DIGITAL CORP4.9K sharesnew addition2025-12-312026-02-09 EEM ISHARES TR15.4K shares-4.62%2025-12-312026-02-09 FSLR FIRST SOLAR INC3.2K shares0.00%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS10.4K shares0.00%2025-12-312026-02-09 IVE ISHARES TR3.8K shares-1.41%2025-12-312026-02-09 COIN COINBASE GLOBAL INC3.5K shares88.41%2025-12-312026-02-09 ELV ELEVANCE HEALTH INC FORMERLY2.2K shares-65.19%2025-12-312026-02-09 ETHE GRAYSCALE ETHEREUM TRUST ETF30.8K shares45.64%2025-12-312026-02-09 DBC INVESCO DB COMMDY INDX TRCK32.4K shares5.71%2025-12-312026-02-09 USRT ISHARES TR12.3K shares-2.92%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC2.0K shares-16.47%2025-12-312026-02-09 LQD ISHARES TR5.9K shares5.70%2025-12-312026-02-09 HOOD ROBINHOOD MKTS INC5.7K shares-63.32%2025-12-312026-02-09 SNBR SLEEP NUMBER CORP75.6K shares47.15%2025-12-312026-02-09 ASTS AST SPACEMOBILE INC8.7K shares-10.05%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS10.0K shares-7.28%2025-12-312026-02-09 GDX VANECK ETF TRUST7.2K shares6.29%2025-12-312026-02-09 VTI VANGUARD INDEX FDS1.8K shares5.80%2025-12-312026-02-09 XLE SELECT SECTOR SPDR TR13.3K shares139.21%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR4.1K shares113.00%2025-12-312026-02-09 TM TOYOTA MOTOR CORP2.7K shares-37.79%2025-12-312026-02-09 SHYG ISHARES TR13.2K shares2.96%2025-12-312026-02-09 VTWO VANGUARD SCOTTSDALE FDS5.7K shares0.00%2025-12-312026-02-09 QUAL ISHARES TR2.8K shares0.00%2025-12-312026-02-09 HMC HONDA MOTOR LTD18.2K shares28.56%2025-12-312026-02-09 PSLV SPROTT ASSET MANAGEMENT LP22.4K shares0.00%2025-12-312026-02-09 KGC KINROSS GOLD CORP18.5K shares5.15%2025-12-312026-02-09 SNPS SYNOPSYS INC1.1K sharesnew addition2025-12-312026-02-09 SMH VANECK ETF TRUST1.4K shares32.35%2025-12-312026-02-09 IONQ IONQ INC11.4K shares-8.34%2025-12-312026-02-09 QQQM INVESCO EXCH TRADED FD TR II2.0K shares20.47%2025-12-312026-02-09 GRNY TIDAL TRUST I19.3K shares0.00%2025-12-312026-02-09 VBR VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-02-09 SOXX ISHARES TR1.6K shares35.25%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO1.2K shares-5.22%2025-12-312026-02-09 NBIS NEBIUS GROUP N.V.5.4K shares13.05%2025-12-312026-02-09 ACHR ARCHER AVIATION INC60.0K sharesnew addition2025-12-312026-02-09 JPIE J P MORGAN EXCHANGE TRADED F9.5K shares10.47%2025-12-312026-02-09 SHOP SHOPIFY INC2.7K shares-46.34%2025-12-312026-02-09 AEM AGNICO EAGLE MINES LTD2.5K sharesnew addition2025-12-312026-02-09 ARKK ARK ETF TR5.5K shares-8.37%2025-12-312026-02-09 RSPT INVESCO EXCHANGE TRADED FD T9.3K sharesnew addition2025-12-312026-02-09 IVV ISHARES TR607 shares0.00%2025-12-312026-02-09 MOAT VANECK ETF TRUST4.0K shares0.00%2025-12-312026-02-09 EMBJ EMBRAER S.A.6.0K shares0.00%2025-12-312026-02-09 UAL UNITED AIRLS HLDGS INC3.5K sharesnew addition2025-12-312026-02-09 SE SEA LTD3.0K shares0.00%2025-12-312026-02-09 BAI BLACKROCK ETF TRUST11.2K shares0.00%2025-12-312026-02-09 MELI MERCADOLIBRE INC176 shares-7.85%2025-12-312026-02-09 BOXX EA SERIES TRUST3.0K shares-4.10%2025-12-312026-02-09 QQQI NEOS ETF TRUST6.2K sharesnew addition2025-12-312026-02-09 BXSL BLACKSTONE SECD LENDING FD12.2K shares-23.08%2025-12-312026-02-09 VBK VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-09 PFE PFIZER INC13.2K shares-22.65%2025-12-312026-02-09 EMB ISHARES TR3.4K shares0.00%2025-12-312026-02-09 CIBR FIRST TR EXCHANGE TRADED FD4.5K shares-4.70%2025-12-312026-02-09 CELESTICA INC CELESTICA INC1.1K sharesnew addition2025-12-312026-02-09 SHY ISHARES TR3.9K shares7.06%2025-12-312026-02-09 CAT CATERPILLAR INC556 shares-4.30%2025-12-312026-02-09 USIG ISHARES TR6.0K shares-1.83%2025-12-312026-02-09 CRDO CREDO TECHNOLOGY GROUP HOLDI2.1K sharesnew addition2025-12-312026-02-09 IYF ISHARES TR2.3K shares0.00%2025-12-312026-02-09 GBTC GRAYSCALE BITCOIN TRUST ETF4.4K shares-25.12%2025-12-312026-02-09 FXI ISHARES TR7.8K shares0.00%2025-12-312026-02-09 FSM FORTUNA MNG CORP30.5K shares0.00%2025-12-312026-02-09 HACK AMPLIFY ETF TR3.7K shares0.00%2025-12-312026-02-09 HMY HARMONY GOLD MINING CO LTD15.0K shares0.00%2025-12-312026-02-09 NCLH NORWEGIAN CRUISE LINE HLDG L13.3K shares-11.01%2025-12-312026-02-09 VXUS VANGUARD STAR FDS3.9K sharesnew addition2025-12-312026-02-09 IWB ISHARES TR780 shares-2.50%2025-12-312026-02-09 BIDU BAIDU INC2.2K sharesnew addition2025-12-312026-02-09 MDB MONGODB INC670 sharesnew addition2025-12-312026-02-09 RCL ROYAL CARIBBEAN GROUP1.0K shares-36.82%2025-12-312026-02-09 CCJ CAMECO CORP3.0K shares5.05%2025-12-312026-02-09 NUKZ EXCHANGE TRADED CONCEPTS TRU4.3K shares0.00%2025-12-312026-02-09 AIQ GLOBAL X FDS5.3K sharesnew addition2025-12-312026-02-09 GFI GOLD FIELDS LTD6.1K shares0.00%2025-12-312026-02-09 LDUR PIMCO ETF TR2.7K shares0.00%2025-12-312026-02-09 SPYI NEOS ETF TRUST5.0K sharesnew addition2025-12-312026-02-09 THNQ EXCHANGE TRADED CONCEPTS TRU4.1K shares8.75%2025-12-312026-02-09 OBDC BLUE OWL CAPITAL CORPORATION20.2K shares0.00%2025-12-312026-02-09 BA BOEING CO1.2K shares1.32%2025-12-312026-02-09 FDN FIRST TR EXCHANGE-TRADED FD880 shares0.00%2025-12-312026-02-09 ETHA ISHARES ETHEREUM TR10.4K shares-11.81%2025-12-312026-02-09 EXPE EXPEDIA GROUP INC824 sharesnew addition2025-12-312026-02-09 ITA ISHARES TR1.1K shares-4.61%2025-12-312026-02-09 MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-02-09 ADBE ADOBE INC651 shares-75.58%2025-12-312026-02-09 FEZ SPDR INDEX SHS FDS3.5K shares0.00%2025-12-312026-02-09 COP CONOCOPHILLIPS2.4K shares-14.44%2025-12-312026-02-09 AMAT APPLIED MATLS INC855 shares-91.72%2025-12-312026-02-09 NVO NOVO-NORDISK A S4.3K shares12.02%2025-12-312026-02-09 URA GLOBAL X FDS4.8K shares-26.20%2025-12-312026-02-09 FMC FMC CORP15.4K sharesnew addition2025-12-312026-02-09 PWR QUANTA SVCS INC505 shares-1.94%2025-12-312026-02-09 GDXJ VANECK ETF TRUST1.9K sharesnew addition2025-12-312026-02-09 INTC INTEL CORP5.7K sharesnew addition2025-12-312026-02-09 KMLM KRANESHARES TRUST8.0K shares0.00%2025-12-312026-02-09 SKYY FIRST TR EXCHANGE TRADED FD1.6K shares-10.36%2025-12-312026-02-09 HEDJ WISDOMTREE TR3.9K sharesnew addition2025-12-312026-02-09 NIO NIO INC39.8K shares25.54%2025-12-312026-02-09 MTUM ISHARES TR808 shares0.00%2025-12-312026-02-09 XBI SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-02-09 JOBY JOBY AVIATION INC13.2K shares16.37%2025-12-312026-02-09 BTAL AGF INVTS TR11.8K shares0.00%2025-12-312026-02-09 TIGR UP FINTECH HLDG LTD16.1K sharesnew addition2025-12-312026-02-09 BDJ BLACKROCK ENHANCED EQUITY DI16.0K sharesnew addition2025-12-312026-02-09 S SENTINELONE INC10.0K sharesnew addition2025-12-312026-02-09 TZA DIREXION SHS ETF TR15.0K shares0.00%2025-12-312026-02-09 TMQ TRILOGY METALS INC NEW14.8K shares0.00%2025-12-312026-02-09 CTMX CYTOMX THERAPEUTICS INC12.5K shares0.00%2025-12-312026-02-09 BBD BANCO BRADESCO S A13.6K shares0.00%2025-12-312026-02-09 OPK OPKO HEALTH INC30.0K shares0.00%2025-12-312026-02-09 CELULARITY INC CELULARITY INC17.2K sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available