Fund HoldingsIPG Investment Advisors LLC

Total Portfolio Value
$457.71M
Total Bought
$101.56M
Total Sold
$94.86M
Net Transaction
+$6.70M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
O-I GLASS INC(OI)0714,410+714,41007,9511.74%+7,951
NVIDIA CORPORATION(NVDA)23,344229,379+206,03521,09328,3376.19%+7,245
META PLATFORMS INC(META)23,63736,469+12,83211,47818,3884.02%+6,911
APPLE INC(AAPL)0137,119+137,119028,8806.31%+28,880
WHIRLPOOL CORP(WHR)053,315+53,31505,4491.19%+5,449
SHOPIFY INC(SHOP)5,35186,978+81,6274135,7451.26%+5,332
WARNER BROS DISCOVERY INC(WBD)226,126880,196+654,0701,9746,5491.43%+4,575
CVS HEALTH CORP(CVS)075,730+75,73004,4730.98%+4,473
JACK IN THE BOX INC0151,275+151,27507,7061.68%+7,706
UBER TECHNOLOGIES INC(UBER)13,36049,169+35,8091,0293,5740.78%+2,545
AIR TRANSPORT SERVICES GRP I1,262,6691,430,289+167,62017,37419,8384.33%+2,464
ALPHABET INC(GOOG)042,162+42,16207,6801.68%+7,680
TESLA INC(TSLA)026,438+26,43805,2321.14%+5,232
AMAZON COM INC(AMZN)0104,937+104,937020,2794.43%+20,279
INVESCO QQQ TR010,703+10,70305,1381.12%+5,138
PALO ALTO NETWORKS INC(PANW)12,17316,001+3,8283,4595,4241.19%+1,966
SELECT SECTOR SPDR TR
ST STR SVC ETF
022,870+22,87001,9590.43%+1,959
CROWDSTRIKE HLDGS INC(CRWD)05,041+5,04101,9320.42%+1,932
ALPHABET INC(GOOG)30,60533,458+2,8534,6606,1371.34%+1,477
TRANSDIGM GROUP INC(TDG)01,095+1,09501,3990.31%+1,399
COSTCO WHSL CORP NEW(COST)2,8694,080+1,2112,1023,4680.76%+1,366
ADVANCED MICRO DEVICES INC(AMD)1,2009,464+8,2642171,5350.34%+1,319
HOME DEPOT INC(HD)07,165+7,16502,4660.54%+2,466
AXON ENTERPRISE INC(AXON)03,825+3,82501,1250.25%+1,125
SERVICENOW INC(NOW)01,365+1,36501,0740.23%+1,074
DECKERS OUTDOOR CORP(DECK)01,092+1,09201,0570.23%+1,057
SUPER MICRO COMPUTER INC(SMCI)01,260+1,26001,0320.23%+1,032
GRAINGER W W INC(GWW)01,034+1,03409330.20%+933
ARISTA NETWORKS INC3,7305,718+1,9881,0822,0040.44%+922
ISHARES TR
CORE DIV GRWTH
015,575+15,57508970.20%+897
MASTERCARD INCORPORATED(MA)3,2195,234+2,0151,5502,3090.50%+759
DELL TECHNOLOGIES INC(DELL)05,000+5,00006900.15%+690
NETFLIX INC(NFLX)04,329+4,32902,9220.64%+2,922
CARNIVAL CORP21,01449,750+28,7363439310.20%+588
SALESFORCE INC(CRM)015,691+15,69104,0340.88%+4,034
CADENCE DESIGN SYSTEM INC(CDNS)03,196+3,19609840.21%+984
CHIPOTLE MEXICAN GRILL INC(CMG)29722,200+21,9038631,3910.30%+528
GE VERNOVA INC(GEV)02,900+2,90004970.11%+497
CATERPILLAR INC(CAT)06,704+6,70402,2330.49%+2,233
TALOS ENERGY INC(TALO)10,00050,000+40,0001396080.13%+468
COMCAST CORP NEW(CCZ)011,565+11,56504530.10%+453
ISHARES TR
MSCI CHINA ETF
07,907+7,90703330.07%+333
ARM HOLDINGS PLC02,020+2,02003310.07%+331
MERCADOLIBRE INC(MELI)0610+61001,0020.22%+1,002
BLOCK INC(XYZ)05,077+5,07703270.07%+327
SOFI TECHNOLOGIES INC(SOFI)13,50063,000+49,500994160.09%+318
ACCOLADE INC088,500+88,50003170.07%+317
VANGUARD WORLD FD
INF TECH ETF
0525+52503030.07%+303
VANECK ETF TRUST
MRNGSTR WDE MOAT
03,491+3,49103020.07%+302
ISHARES TR
MSCI INDIA ETF
05,419+5,41903020.07%+302
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
05,758+5,75803020.07%+302
ROYAL CARIBBEAN GROUP
COM
01,786+1,78602850.06%+285
ADOBE INC(ADBE)0509+50902830.06%+283
ORACLE CORP(ORCL)01,811+1,81102560.06%+256
DIAMONDBACK ENERGY INC(FANG)01,249+1,24902500.05%+250
ISHARES TR0430+43002350.05%+235
CONOCOPHILLIPS(COP)01,978+1,97802260.05%+226
VANECK ETF TRUST
GOLD MINERS ETF
06,185+6,18502100.05%+210
KRANESHARES TRUST07,022+7,02202050.04%+205
AGF INVTS TR
US MARKET NETRL
010,312+10,31202020.04%+202
WALMART INC(WMT)25,97425,97401,5681,7590.38%+190
SPDR GOLD TR(GLD)20,42620,306-1204,2024,3660.95%+164
AST SPACEMOBILE INC(ASTS)019,000+19,00002210.05%+221
ISHARES TR2,7004,200+1,5003174740.10%+157
VANGUARD INDEX FDS27,36428,548+1,1844,4574,6081.01%+152
ISHARES TR
0-5YR INVT GR CP
77,76180,653+2,8923,8273,9720.87%+145
SEA LTD(SE)05,012+5,01203580.08%+358
AMERICA MOVIL SAB DE CV(AMX)08,373+8,37301420.03%+142
SUNRUN INC(RUN)055,772+55,77206610.14%+661
ORCHESTRA BIOMED HLDGS INC013,250+13,25001080.02%+108
ISHARES TR5,2876,490+1,2035005960.13%+95
VANGUARD INDEX FDS1,6251,733+1087818700.19%+89
NU HLDGS LTD(NU)39,08242,727+3,6454665510.12%+85
KLA CORP(KLAC)291344+532032840.06%+80
ISHARES TR0123,057+123,057011,5242.52%+11,524
ISHARES BITCOIN TR(IBIT)18,17623,665+5,4897368080.18%+72
ISHARES TR3,4274,285+8583073790.08%+72
BANK AMERICA CORP29,82830,228+4001,1311,2020.26%+71
OATLY GROUP AB0400,000+400,00003760.08%+376
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,305+2,30504020.09%+402
SPROTT PHYSICAL GOLD & SILVE(CEF)26,24326,24305345790.13%+45
SPROTT PHYSICAL SILVER TR(PSLV)22,39022,39001862220.05%+37
BIONANO GENOMICS INC040,262+40,2620270.01%+27
ISHARES TR
MSCI USA QLT FCT
04,024+4,02406870.15%+687
DOCUSIGN INC(DOCU)5,2256,225+1,0003113330.07%+22
ECO WAVE POWER GLOBAL AB11,50011,500012340.01%+22
NIO INC(NIO)032,657+32,65701360.03%+136
AT&T INC(T)013,100+13,10002500.05%+250
WELLS FARGO CO NEW(WFC)011,534+11,53406850.15%+685
MORGAN STANLEY(MS)04,375+4,37504250.09%+425
ISHARES TR011,326+11,32609250.20%+925
AMERICAN EXPRESS CO(AXP)01,252+1,25202900.06%+290
PROCTER AND GAMBLE CO(PG)02,110+2,11003480.08%+348
SPROTT PHYSICAL GOLD TR(PHYS)54,68952,697-1,9929469520.21%+6
CYBERARK SOFTWARE LTD800790-102132160.05%+3
MARATHON OIL CORP8,6508,65002452480.05%+3
OPKO HEALTH INC(OPK)30,00030,000036380.01%+2
APPLIED MATLS INC1,2151,065-1502512510.05%+1
BERKSHIRE HATHAWAY INC DEL7,0087,245+2372,9472,9470.64%0
PALANTIR TECHNOLOGIES INC(PLTR)8,8428,042-8002032040.04%0
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