Latest IPG Investment Advisors LLC Stock Portfolio
IPG Investment Advisors LLC Performance:
2025 Q3: 3.63%YTD: 8.54%2024: 15.03%
Performance for 2025 Q3 is 3.63%, and YTD is 8.54%, and 2024 is 15.03%.
About IPG Investment Advisors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, IPG Investment Advisors LLC reported an equity portfolio of $560.8 Millions as of 30 Sep, 2025.
The top stock holdings of IPG Investment Advisors LLC are SPY, NVDA, AMZN. The fund has invested 7.5% of it's portfolio in SPDR S&P 500 ETF TR and 6.4% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off PARAMOUNT GLOBAL (PARA), VISA INC (V) and JOHNSON CTLS INTL PLC (JCI) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), CROWDSTRIKE HLDGS INC (CRWD) and MAGNA INTL INC. IPG Investment Advisors LLC opened new stock positions in PROGRESSIVE CORP (PGR), MURPHY USA INC (MUSA) and OREILLY AUTOMOTIVE INC (ORLY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ADOBE INC (ADBE).
The top stock holdings of IPG Investment Advisors LLC are SPY, NVDA, AMZN. The fund has invested 7.5% of it's portfolio in SPDR S&P 500 ETF TR and 6.4% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off PARAMOUNT GLOBAL (PARA), VISA INC (V) and JOHNSON CTLS INTL PLC (JCI) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), CROWDSTRIKE HLDGS INC (CRWD) and MAGNA INTL INC. IPG Investment Advisors LLC opened new stock positions in PROGRESSIVE CORP (PGR), MURPHY USA INC (MUSA) and OREILLY AUTOMOTIVE INC (ORLY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ADOBE INC (ADBE).
IPG Investment Advisors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that IPG Investment Advisors LLC made a return of 3.63% in the last quarter. In trailing 12 months, it's portfolio return was 13.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| progressive corp | 12,249,200 |
| murphy usa inc | 11,286,300 |
| oreilly automotive inc | 7,753,160 |
| vanguard intl equity index f | 5,724,210 |
| heico corp new | 5,617,170 |
| somnigroup international inc | 4,944,770 |
| builders firstsource inc | 4,253,810 |
| micron technology inc | 3,408,980 |
New stocks bought by IPG Investment Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 288 |
| ishares tr | 252 |
| adobe inc | 210 |
| nu hldgs ltd | 127 |
| microsoft corp | 93.42 |
| shopify inc | 86.44 |
| sprott asset management lp | 80.53 |
| vanguard world fd | 79.71 |
Additions to existing portfolio by IPG Investment Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -86.08 |
| crowdstrike hldgs inc | -69.52 |
| magna intl inc | -68.76 |
| occidental pete corp | -67.02 |
| cemex sab de cv | -64.23 |
| qualcomm inc | -63.61 |
| whirlpool corp | -63.07 |
| borgwarner inc | -59.4 |
IPG Investment Advisors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| paramount global | -7,228,650 |
| fox corp | -1,467,910 |
| plug power inc | -37,250 |
| schlumberger ltd | -799,877 |
| pbf energy inc | -390,060 |
| granite pt mtg tr inc | -37,050 |
| johnson ctls intl plc | -1,539,290 |
| america movil sab de cv | -210,185 |
IPG Investment Advisors LLC got rid off the above stocks
Sector Distribution
IPG Investment Advisors LLC has about 38.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 38.3 |
| Technology | 22.7 |
| Consumer Cyclical | 17.9 |
| Financial Services | 6.2 |
| Communication Services | 5.6 |
| Industrials | 4.8 |
| Healthcare | 1.5 |
| Consumer Defensive | 1.5 |
Market Cap. Distribution
IPG Investment Advisors LLC has about 51.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 38.3 |
| MEGA-CAP | 30.3 |
| LARGE-CAP | 20.9 |
| SMALL-CAP | 5.2 |
| MID-CAP | 5.1 |
Stocks belong to which Index?
About 53.1% of the stocks held by IPG Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 46.9 |
| S&P 500 | 45.9 |
| RUSSELL 2000 | 7.2 |
IPG Investment Advisors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of IPG Investment Advisors LLC
IPG Investment Advisors LLC has 211 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. GT proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for IPG Investment Advisors LLC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.36 | 73,953 | 18,830,700 | added | 0.82 | ||
| AAXJ | ishares tr | 1.31 | 66,650 | 7,364,160 | added | 252 | ||
| AAXJ | ishares tr | 0.13 | 12,672 | 744,100 | added | 7.47 | ||
| AAXJ | ishares tr | 0.06 | 3,394 | 323,075 | reduced | -8.12 | ||
| AAXJ | ishares tr | 0.06 | 6,159 | 321,623 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 1,128 | 236,008 | added | 2.45 | ||
| ACHR | archer aviation inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSG | dbx etf tr | 0.16 | 19,047 | 884,162 | unchanged | 0.00 | ||
| ACSI | tidal trust i | 0.09 | 19,300 | 482,307 | added | 14.88 | ||
| ACWF | ishares tr | 0.19 | 15,575 | 1,060,350 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.18 | 19,832 | 1,008,060 | reduced | -0.38 | ||
| ACWF | ishares tr | 0.10 | 12,834 | 555,712 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.17 | 2,666 | 940,432 | added | 210 | ||
| AES | aes corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.09 | 6,752 | 515,853 | added | 6.55 | ||
| AFK | vaneck etf trust | 0.07 | 3,986 | 395,052 | reduced | -3.6 | ||
| AFK | vaneck etf trust | 0.06 | 1,085 | 354,101 | new | |||
| AFRM | affirm hldgs inc | 0.08 | 5,959 | 435,484 | new | |||