Institutions / Ipsen Advisor Group LLC
Ipsen Advisor Group LLC
CIK 1964922 · Institution · as of Dec 31, 2025
Portfolio value
$140.73M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $6.89M | 4.9% |
| iShares Tr | $6.31M | 4.5% |
| iShares Tr | $6.30M | 4.5% |
| Invesco Exch Traded Fd Tr II | $5.77M | 4.1% |
| J P Morgan Exchange Traded F | $5.66M | 4.0% |
| iShares Tr | $5.61M | 4.0% |
| Dbx ETF Tr | $5.35M | 3.8% |
| Flowers Foods Inc | $4.82M | 3.4% |
| Fidelity Merrimack Str Tr | $4.69M | 3.3% |
| iShares Tr | $4.00M | 2.8% |
| iShares Tr | $3.83M | 2.7% |
| iShares Gold Tr | $3.23M | 2.3% |
| Global X Fds | $2.96M | 2.1% |
| Apple Inc. | $2.71M | 1.9% |
| Global X Fds | $2.49M | 1.8% |
| iShares Tr | $2.42M | 1.7% |
| Janus Detroit Str Tr | $2.38M | 1.7% |
| First Tr Exchange-Traded Fd | $2.37M | 1.7% |
| ProShares Tr | $2.31M | 1.6% |
| Walmart Inc. | $2.03M | 1.4% |
| First Tr Exchng Traded Fd VI | $1.91M | 1.4% |
| iShares Tr | $1.75M | 1.2% |
| Invesco Exch Traded Fd Tr II | $1.60M | 1.1% |
| Select Sector SPDR Tr | $1.58M | 1.1% |
| iShares Inc | $1.54M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.