Fund HoldingsIPG Investment Advisors LLC

Total Portfolio Value
$459.02M
Total Bought
$107.08M
Total Sold
$110.22M
Net Transaction
-$3.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GOODYEAR TIRE & RUBR CO(GT)01,996,360+1,996,360017,6683.85%+17,668
O-I GLASS INC(OI)714,4101,378,628+664,2187,95118,0883.94%+10,136
APTIV PLC(APTV)096,320+96,32006,9361.51%+6,936
WALGREENS BOOTS ALLIANCE INC01,628,735+1,628,735014,5933.18%+14,593
ISHARES TR022,631+22,63105,2181.14%+5,218
JACK IN THE BOX INC151,275276,785+125,5107,70612,8822.81%+5,176
AIR TRANSPORT SERVICES GRP I1,430,2891,490,724+60,43519,83824,1355.26%+4,297
BROADCOM INC(AVGO)022,565+22,56503,8920.85%+3,892
PARAMOUNT GLOBAL0862,776+862,77609,2062.01%+9,206
PBF ENERGY INC(PBF)086,000+86,00002,6620.58%+2,662
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,716+10,71602,4190.53%+2,419
BERKSHIRE HATHAWAY INC DEL7,24510,967+3,7222,9475,0481.10%+2,100
ISHARES TR09,679+9,67902,1380.47%+2,138
AMERICAN EXPRESS CO(AXP)1,2527,408+6,1562902,0090.44%+1,719
SPDR S&P 500 ETF TR(SPY)046,357+46,357026,6795.81%+26,679
LEIDOS HOLDINGS INC(LDOS)09,823+9,82301,6010.35%+1,601
TALOS ENERGY INC(TALO)50,000200,000+150,0006082,0700.45%+1,463
S&P GLOBAL INC(SPGI)02,805+2,80501,4490.32%+1,449
COLGATE PALMOLIVE CO(CL)013,935+13,93501,4470.32%+1,447
GARMIN LTD(GRMN)07,996+7,99601,4080.31%+1,408
KLA CORP(KLAC)3442,140+1,7962841,6570.36%+1,374
KRANESHARES TRUST037,848+37,84801,2880.28%+1,288
INTUITIVE SURGICAL INC02,395+2,39501,1770.26%+1,177
DOVER CORP(DOV)06,124+6,12401,1740.26%+1,174
PALO ALTO NETWORKS INC(PANW)16,00119,256+3,2555,4246,5821.43%+1,157
WILLIAMS COS INC(WMB)025,117+25,11701,1470.25%+1,147
KIMCO RLTY CORP(KIM)048,120+48,12001,1170.24%+1,117
VERTEX PHARMACEUTICALS INC(VRTX)02,367+2,36701,1010.24%+1,101
AMGEN INC(AMGN)03,392+3,39201,0930.24%+1,093
ORACLE CORP(ORCL)1,8117,184+5,3732561,2240.27%+968
DELL TECHNOLOGIES INC(DELL)5,00013,900+8,9006901,6480.36%+958
ISHARES BITCOIN TRUST ETF(IBIT)023,665+23,66508550.19%+855
COSTCO WHSL CORP NEW(COST)4,0804,831+7513,4684,2830.93%+815
ELI LILLY & CO(LLY)01,290+1,29001,1430.25%+1,143
MAGNA INTL INC(MGA)0477,074+477,074019,5794.27%+19,579
3M CO(MMM)05,742+5,74207850.17%+785
WISDOMTREE TR(WT)014,620+14,62007340.16%+734
WARNER BROS DISCOVERY INC(WBD)880,196881,414+1,2186,5497,2721.58%+723
JPMORGAN CHASE & CO.(JPM)014,155+14,15502,9850.65%+2,985
INTEL CORP(INTC)028,440+28,44006670.15%+667
PETROLEO BRASILEIRO SA PETRO(PBR)0312,790+312,79004,6271.01%+4,627
CEMEX SAB DE CV(CX)01,460,024+1,460,02408,9061.94%+8,906
VANECK ETF TRUST
SEMICONDUCTR ETF
02,472+2,47206070.13%+607
PAYPAL HLDGS INC(PYPL)014,437+14,43701,1270.25%+1,127
TESLA INC(TSLA)26,43822,010-4,4285,2325,7581.25%+527
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
046,504+46,50408,3321.82%+8,332
HOME DEPOT INC(HD)7,1657,16502,4662,9030.63%+437
PROSHARES TR II(AGQ)08,500+8,50004260.09%+426
NEXTRACKER INC010,000+10,00003750.08%+375
GE AEROSPACE(GE)09,838+9,83801,8580.40%+1,858
VANGUARD INDEX FDS28,54828,380-1684,6084,9541.08%+346
WHIRLPOOL CORP(WHR)53,31554,140+8255,4495,7931.26%+344
AST SPACEMOBILE INC(ASTS)19,00020,875+1,8752215460.12%+325
AXON ENTERPRISE INC(AXON)3,8253,563-2621,1251,4240.31%+298
MONDAY COM LTD
SHS
01,050+1,05002920.06%+292
WALMART INC(WMT)25,97425,352-6221,7592,0470.45%+288
ISHARES TR015,212+15,21201,6830.37%+1,683
MASTERCARD INCORPORATED(MA)5,2345,239+52,3092,5870.56%+278
SPOTIFY TECHNOLOGY S A(SPOT)0721+72102660.06%+266
MICRON TECHNOLOGY INC(MU)02,400+2,40002490.05%+249
KRANESHARES TRUST08,356+8,35602440.05%+244
ISHARES GOLD TR(IAU)04,799+4,79902390.05%+239
ADVANCED MICRO DEVICES INC(AMD)9,46410,799+1,3351,5351,7720.39%+237
ISHARES TR0695+69502190.05%+219
ISHARES TR02,089+2,08902170.05%+217
IONQ INC(IONQ)024,650+24,65002150.05%+215
ROCKET LAB USA INC021,750+21,75002120.05%+212
ISHARES TR01,410+1,41002110.05%+211
AMPLIFY ETF TR03,005+3,00502050.04%+205
DIREXION SHS ETF TR015,000+15,00002030.04%+203
UPSTART HLDGS INC(UPST)05,000+5,00002000.04%+200
INTUITIVE MACHINES INC(LUNR)024,850+24,85002000.04%+200
ISHARES TR08,923+8,92305490.12%+549
VANGUARD INDEX FDS1,7331,995+2628701,0560.23%+186
ISHARES TR
0-5YR INVT GR CP
80,65381,513+8603,9724,1110.90%+139
SEA LTD(SE)5,0125,01203584730.10%+115
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
08,495+8,49505060.11%+506
ISHARES TR6,4907,214+7245967080.15%+112
VANGUARD WORLD FD
INF TECH ETF
525703+1783034130.09%+110
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,946+6,94603150.07%+315
SPROTT PHYSICAL GOLD TR(PHYS)52,69751,752-9459521,0550.23%+103
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,4914,135+6443024010.09%+99
TRANSDIGM GROUP INC(TDG)1,0951,049-461,3991,4970.33%+98
NIO INC(NIO)32,65734,434+1,7771362300.05%+94
ISHARES TR
CORE DIV GRWTH
15,57515,57508979760.21%+79
ISHARES TR03,091+3,09106090.13%+609
SPROTT PHYSICAL GOLD & SILVE(CEF)26,24326,24305796430.14%+64
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
016,500+16,50001,3820.30%+1,382
ARM HOLDINGS PLC2,0202,750+7303313930.09%+63
PIMCO ETF TR
INV GRD CRP BD
013,750+13,75001,3670.30%+1,367
ISHARES TR05,613+5,61304400.10%+440
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
04,505+4,50502670.06%+267
ISHARES INC
MSCI JAPAN ETF
06,495+6,49504650.10%+465
ISHARES TR430477+472352750.06%+40
DISNEY WALT CO(DIS)032,691+32,69103,1450.69%+3,145
AT&T INC(T)13,10013,10002502880.06%+38
ISHARES TR
0-5YR HI YL CP
015,334+15,33406660.15%+666
AGF INVTS TR
US MARKET NETRL
10,31212,215+1,9032022390.05%+37
ECO WAVE POWER GLOBAL AB11,50011,500034680.01%+35
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,835+1,83502830.06%+283
Page 1 of 1