IPG Investment Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1602237
Institutional-grade research for retail investors
13F Reported Value
ⓘ$582.3M
Holdings
242
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
IPG Investment Advisors LLC disclosed 242 positions worth $582.3M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 8.1% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 42 new positions and exited 25 — including a new stake in $AERO and a full exit from $PBR. The portfolio is most concentrated in Other (28.4% of disclosed assets). All figures are sourced directly from IPG Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1602237.
AI Fund Analysis
Diversifying
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$47.3M72,525 sh - 90.2#1
Quality
$34.6M198,198 sh - 74.6#152
Quality
$21.4M102,959 sh - 76.1
Quality
$18.1M71,186 sh - 80.2
Quality
$17.0M59,072 sh - 53.2
Quality
$16.3M33,052 sh ISHARES TR
—Quality
$14.4M130,628 sh- 83.6
Quality
$14.3M72,028 sh - —
Quality
$14.0M73,189 sh - 83.7
Quality
$13.9M37,480 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR S&P 500 ETF TRUST$SPY | — | $47.3M | 72,525 |
 NVIDIA CORP$NVDA | 90.2#1 | $34.6M | 198,198 |
 AMAZON COM INC$AMZN | 74.6#152 | $21.4M | 102,959 |
 Apple Inc.$AAPL | 76.1 | $18.1M | 71,186 |
 Alphabet Inc.$GOOG | 80.2 | $17.0M | 59,072 |
 Murphy USA Inc.$MUSA | 53.2 | $16.3M | 33,052 |
| ISHARES TR | — | $14.4M | 130,628 |
 PROGRESSIVE CORP/OH/$PGR | 83.6 | $14.3M | 72,028 |
 Invesco Ltd.$IVZ | — | $14.0M | 73,189 |
 MICROSOFT CORP$MSFT | 83.7 | $13.9M | 37,480 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IPG Investment Advisors LLC's 242 positions.
Showing top 10 of 242 holdings.
Sector Allocation
Other
$165.3M
Technology
$154.3M
Financials
$88.2M
Consumer Discretionary
$86.4M
Industrials
$46.2M
Materials
$18.8M
Healthcare
$6.5M
Communication Services
$4.6M
Full Holdings — IPG Investment Advisors LLC (Q1 2026)
All 242 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $47.3M | 8.1% | +8% | — |
| 2 | $NVDA | NVIDIA CORP | $34.6M | 5.9% | -1% | 90.2 |
| 3 | $AMZN | AMAZON COM INC | $21.4M | 3.7% | +3% | 74.6 |
| 4 | $AAPL | Apple Inc. | $18.1M | 3.1% | +0% | 76.1 |
| 5 | $GOOG | Alphabet Inc. | $17.0M | 2.9% | +12% | 80.2 |
| 6 | $MUSA | Murphy USA Inc. | $16.3M | 2.8% | +10% | 53.2 |
| 7 | — | ISHARES TR | $14.4M | 2.5% | -11% | — |
| 8 | $PGR | PROGRESSIVE CORP/OH/ | $14.3M | 2.5% | +1% | 83.6 |
| 9 | $IVZ | Invesco Ltd. | $14.0M | 2.4% | +3% | — |
| 10 | $MSFT | MICROSOFT CORP | $13.9M | 2.4% | -13% | 83.7 |
| 11 |  $ORLY | O REILLY AUTOMOTIVE INC | $11.4M | 2.0% | +20% | 72.7 |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.9M | 1.9% | +8% | — |
| 13 |  $META | Meta Platforms, Inc. | $8.5M | 1.4% | -9% | 80.9 |
| 14 |  $AERO | Grupo Aeromexico, S.A.B. de C.V. | $8.3M | 1.4% | NEW | — |
| 15 | — | ISHARES TR | $8.0M | 1.4% | +76% | — |
| 16 | — | VANGUARD INDEX FDS | $7.7M | 1.3% | +4% | — |
| 17 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $7.5M | 1.3% | +21% | 64.6 |
| 18 |  $HEI.A | HEICO CORP | $7.1M | 1.2% | +7% | 79.2 |
| 19 |  $MU | MICRON TECHNOLOGY INC | $7.1M | 1.2% | +178% | 88.4 |
| 20 | — | SPDR SERIES TRUST | $6.9M | 1.2% | -14% | — |
| 21 |  $AVGO | Broadcom Inc. | $6.5M | 1.1% | +10% | 86.4 |
| 22 |  $GLD | SPDR GOLD TRUST | $6.5M | 1.1% | +10% | — |
| 23 | — | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.1% | +10% | — |
| 24 | — | ISHARES TR | $6.4M | 1.1% | +3% | — |
| 25 |  $TSLA | Tesla, Inc. | $6.3M | 1.1% | +4% | 50.1 |
| 26 |  $ASML | ASML HOLDING NV | $6.1M | 1.1% | +9% | — |
| 27 | — | VANGUARD SCOTTSDALE FDS | $6.0M | 1.0% | +1822% | — |
| 28 |  $WMT | Walmart Inc. | $6.0M | 1.0% | -7% | 63.2 |
| 29 |  $TPL | Texas Pacific Land Corp | $5.6M | 1.0% | +45% | 79.1 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.5M | 0.9% | +41% | 67 |
| 31 |  $OI | O-I Glass, Inc. /DE/ | $5.5M | 0.9% | -4% | 38.4 |
| 32 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $5.5M | 0.9% | -6% | 32.6 |
| 33 |  $JACK | JACK IN THE BOX INC | $5.2M | 0.9% | +24% | 28 |
| 34 |  $GS | GOLDMAN SACHS GROUP INC | $5.1M | 0.9% | +19% | — |
| 35 |  $BLDR | Builders FirstSource, Inc. | $5.0M | 0.8% | +20% | 48.4 |
| 36 | — | VANGUARD INDEX FDS | $4.8M | 0.8% | +8% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.4M | 0.8% | +4% | 64.5 |
| 38 | — | ISHARES INC | $4.3M | 0.7% | -12% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $4.1M | 0.7% | +12% | 35.6 |
| 40 |  $GEV | GE Vernova Inc. | $3.7M | 0.6% | +0% | 70.1 |
| 41 |  $GNRC | GENERAC HOLDINGS INC. | $3.7M | 0.6% | +14% | 58.2 |
| 42 |  $WHR | WHIRLPOOL CORP /DE/ | $3.7M | 0.6% | +237% | 40.6 |
| 43 |  $MA | Mastercard Inc | $3.5M | 0.6% | +22% | 81.7 |
| 44 |  $CEF | Sprott Physical Gold & Silver Trust | $3.4M | 0.6% | -1% | — |
| 45 |  $UBER | Uber Technologies, Inc | $3.2M | 0.6% | -5% | 79.3 |
| 46 |  $PANW | Palo Alto Networks Inc | $3.2M | 0.6% | +31% | 66.5 |
| 47 |  $IBIT | iShares Bitcoin Trust ETF | $2.9M | 0.5% | -30% | — |
| 48 |  $CRM | Salesforce, Inc. | $2.8M | 0.5% | +22% | 75.2 |
| 49 |  $MS | MORGAN STANLEY | $2.7M | 0.5% | +11% | — |
| 50 | — | VANGUARD INDEX FDS | $2.6M | 0.5% | +0% | — |
| 51 | — | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.4% | +5% | — |
| 52 |  $HD | HOME DEPOT, INC. | $2.5M | 0.4% | +7% | 69.2 |
| 53 |  $ANET | Arista Networks, Inc. | $2.5M | 0.4% | -2% | 86 |
| 54 |  $IESC | IES Holdings, Inc. | $2.5M | 0.4% | NEW | 73.5 |
| 55 |  $NFLX | NETFLIX INC | $2.5M | 0.4% | +15% | 86.7 |
| 56 | — | VANGUARD INDEX FDS | $2.2M | 0.4% | +119% | — |
| 57 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.4% | +45% | — |
| 58 |  $JBS | JBS N.V. | $2.2M | 0.4% | +9% | — |
| 59 |  $VST | Vistra Corp. | $2.2M | 0.4% | +0% | 62.9 |
| 60 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $2.1M | 0.4% | NEW | — |
| 61 |  $GOOGL | Alphabet Inc. | $2.0M | 0.3% | +9% | 80.2 |
| 62 |  $GE | GENERAL ELECTRIC CO | $2.0M | 0.3% | +7% | 74.8 |
| 63 |  $MRK | Merck & Co., Inc. | $1.9M | 0.3% | +633% | 70.9 |
| 64 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.3% | +15% | 78.8 |
| 65 |  $MGA | MAGNA INTERNATIONAL INC | $1.9M | 0.3% | -59% | — |
| 66 |  $PLTR | Palantir Technologies Inc. | $1.9M | 0.3% | -1% | 85.8 |
| 67 |  $DELL | Dell Technologies Inc. | $1.9M | 0.3% | +19% | 76 |
| 68 |  $HWM | Howmet Aerospace Inc. | $1.7M | 0.3% | -18% | 79.1 |
| 69 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.7M | 0.3% | -7% | 36.7 |
| 70 |  $HMC | HONDA MOTOR CO LTD | $1.7M | 0.3% | +276% | — |
| 71 |  $ORCL | ORACLE CORP | $1.7M | 0.3% | +79% | 67.2 |
| 72 |  $NEM | NEWMONT Corp /DE/ | $1.7M | 0.3% | -5% | 88.3 |
| 73 |  $TRGP | Targa Resources Corp. | $1.6M | 0.3% | -24% | 70 |
| 74 |  $TJX | TJX COMPANIES INC /DE/ | $1.6M | 0.3% | -1% | 70.7 |
| 75 |  $JBL | JABIL INC | $1.6M | 0.3% | NEW | 51.9 |
| 76 | — | ISHARES TR | $1.6M | 0.3% | +57% | — |
| 77 | — | ISHARES TR | $1.6M | 0.3% | +305% | — |
| 78 |  $EQT | EQT Corp | $1.6M | 0.3% | NEW | 83.3 |
| 79 |  $LRCX | LAM RESEARCH CORP | $1.6M | 0.3% | -28% | 82.4 |
| 80 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.6M | 0.3% | +4% | 70.9 |
| 81 |  $IAU | ISHARES GOLD TRUST | $1.6M | 0.3% | +8% | — |
| 82 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.6M | 0.3% | NEW | 76.6 |
| 83 |  $TPR | TAPESTRY, INC. | $1.5M | 0.3% | -21% | 76.4 |
| 84 |  $RTX | RTX Corp | $1.5M | 0.3% | -23% | 70 |
| 85 |  $RL | RALPH LAUREN CORP | $1.5M | 0.3% | +8% | 76.6 |
| 86 |  $CNP | CENTERPOINT ENERGY INC | $1.5M | 0.3% | NEW | 55.9 |
| 87 |  $KEYS | Keysight Technologies, Inc. | $1.5M | 0.3% | NEW | 72.3 |
| 88 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.3% | +15% | 76.8 |
| 89 |  $OSG | OCTAVE SPECIALTY GROUP INC | $1.5M | 0.3% | NEW | 39 |
| 90 |  $PWR | QUANTA SERVICES, INC. | $1.5M | 0.3% | +441% | 62.6 |
| 91 | — | ISHARES TR | $1.5M | 0.3% | +0% | — |
| 92 |  $TDY | TELEDYNE TECHNOLOGIES INC | $1.5M | 0.3% | NEW | 70.2 |
| 93 |  $TRV | TRAVELERS COMPANIES, INC. | $1.5M | 0.3% | NEW | 71.5 |
| 94 |  $DIS | Walt Disney Co | $1.5M | 0.3% | -47% | 68.9 |
| 95 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +0% | 64.5 |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.4M | 0.3% | -39% | 68.4 |
| 97 | — | ISHARES TR | $1.4M | 0.3% | +63% | — |
| 98 | — | ISHARES TR | $1.4M | 0.2% | +117% | — |
| 99 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 0.2% | +0% | — |
| 100 | — | PIMCO ETF TR | $1.3M | 0.2% | +0% | — |
| 101 |  $CX | CEMEX SAB DE CV | $1.2M | 0.2% | -66% | — |
| 102 |  $DBC | Invesco DB Commodity Index Tracking Fund | $1.2M | 0.2% | +27% | — |
| 103 |  $OPEN | Opendoor Technologies Inc. | $1.2M | 0.2% | +0% | 37.1 |
| 104 | — | VANGUARD WORLD FD | $1.1M | 0.2% | +0% | — |
| 105 |  $ELV | Elevance Health, Inc. | $1.1M | 0.2% | +74% | 59.4 |
| 106 | — | ISHARES TR | $1.1M | 0.2% | +99% | — |
| 107 |  $PHYS | Sprott Physical Gold Trust | $1.1M | 0.2% | -18% | — |
| 108 |  $EMBJ | EMBRAER S.A. | $1.1M | 0.2% | +207% | — |
| 109 | — | ISHARES TR | $1.1M | 0.2% | +0% | — |
| 110 |  $BABA | Alibaba Group Holding Ltd | $1.1M | 0.2% | +1% | — |
| 111 | — | ISHARES TR | $1.1M | 0.2% | +33% | — |
| 112 |  $NU | Nu Holdings Ltd. | $1.1M | 0.2% | +3% | — |
| 113 |  $APTV | Aptiv PLC | $1.0M | 0.2% | -8% | — |
| 114 |  $FSLR | FIRST SOLAR, INC. | $1.0M | 0.2% | +63% | 73.8 |
| 115 |  $QCOM | QUALCOMM INC/DE | $874,931 | 0.1% | -32% | 81.9 |
| 116 | — | VANGUARD SCOTTSDALE FDS | $824,408 | 0.1% | +0% | — |
| 117 |  $PYPL | PayPal Holdings, Inc. | $800,300 | 0.1% | NEW | 70.5 |
| 118 | — | SELECT SECTOR SPDR TR | $726,482 | 0.1% | -11% | — |
| 119 |  $LW | Lamb Weston Holdings, Inc. | $703,206 | 0.1% | NEW | 54.2 |
| 120 | — | ISHARES TR | $671,807 | 0.1% | -8% | — |
| 121 | — | TIDAL TRUST I | $663,586 | 0.1% | +44% | — |
| 122 | — | ISHARES TR | $645,603 | 0.1% | -94% | — |
| 123 |  $MSTR | Strategy Inc | $639,475 | 0.1% | NEW | 25.4 |
| 124 | — | VANGUARD TAX-MANAGED FDS | $638,557 | 0.1% | +0% | — |
| 125 |  $ASTS | AST SpaceMobile, Inc. | $619,453 | 0.1% | -14% | 29.6 |
| 126 |  $AEM | AGNICO EAGLE MINES LTD | $615,029 | 0.1% | +22% | — |
| 127 | — | ISHARES TR | $599,988 | 0.1% | -96% | — |
| 128 | — | STATE STR SPDR DOW JONES IND | $587,633 | 0.1% | -81% | — |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $574,733 | 0.1% | +5% | 66.8 |
| 130 | — | VANGUARD INDEX FDS | $573,929 | 0.1% | +0% | — |
| 131 | — | VANGUARD SCOTTSDALE FDS | $568,865 | 0.1% | +0% | — |
| 132 |  $KGC | KINROSS GOLD CORP | $565,597 | 0.1% | +0% | — |
| 133 |  $NBIS | Nebius Group N.V. | $560,304 | 0.1% | -0% | — |
| 134 | — | VANECK ETF TRUST | $547,879 | 0.1% | -0% | — |
| 135 |  $PSLV | Sprott Physical Silver Trust | $546,092 | 0.1% | +0% | — |
| 136 | — | SELECT SECTOR SPDR TR | $544,472 | 0.1% | +0% | — |
| 137 | — | ISHARES TR | $540,712 | 0.1% | +0% | — |
| 138 |  $ETHA | iShares Ethereum Trust ETF | $528,690 | 0.1% | +220% | — |
| 139 |  $PFE | PFIZER INC | $520,884 | 0.1% | +41% | 69 |
| 140 | — | ISHARES TR | $519,925 | 0.1% | -96% | — |
| 141 |  $BAR | GraniteShares Gold Trust | $512,043 | 0.1% | NEW | — |
| 142 |  $MELI | MERCADOLIBRE INC | $499,687 | 0.1% | +64% | 77.5 |
| 143 | — | ISHARES TR | $486,745 | 0.1% | -5% | — |
| 144 |  $SE | Sea Ltd | $485,681 | 0.1% | +94% | — |
| 145 |  $TM | TOYOTA MOTOR CORP/ | $483,281 | 0.1% | -15% | — |
| 146 | — | VANGUARD INDEX FDS | $480,340 | 0.1% | +0% | — |
| 147 | $IVZ | Invesco Ltd. | $465,973 | 0.1% | -3% | — |
| 148 | — | PROSHARES TR | $437,940 | 0.1% | NEW | — |
| 149 | — | J P MORGAN EXCHANGE TRADED F | $437,665 | 0.1% | +0% | — |
| 150 |  $RKLB | Rocket Lab Corp | $421,669 | 0.1% | -45% | 37.2 |
| 151 | $IVZ | Invesco Ltd. | $418,655 | 0.1% | +0% | — |
| 152 | — | ISHARES TR | $415,112 | 0.1% | +48% | — |
| 153 |  $YMM | Full Truck Alliance Co. Ltd. | $401,824 | 0.1% | +73% | — |
| 154 | — | BLACKROCK ETF TRUST | $400,343 | 0.1% | +9% | — |
| 155 |  $CAT | CATERPILLAR INC | $393,904 | 0.1% | +0% | 67.8 |
| 156 | — | SPDR SERIES TRUST | $390,343 | 0.1% | +85% | — |
| 157 | — | VANECK ETF TRUST | $385,446 | 0.1% | +0% | — |
| 158 |  $TTMI | TTM TECHNOLOGIES INC | $365,812 | 0.1% | NEW | 59 |
| 159 | — | ARK ETF TR | $361,674 | 0.1% | -2% | — |
| 160 | — | EA SERIES TRUST | $353,173 | 0.1% | +0% | — |
| 161 |  $STX | Seagate Technology Holdings plc | $349,325 | 0.1% | NEW | — |
| 162 | — | VANGUARD INTL EQUITY INDEX F | $342,299 | 0.1% | -91% | — |
| 163 |  $B | BARRICK MINING CORP | $334,101 | 0.1% | -25% | — |
| 164 | — | SELECT SECTOR SPDR TR | $328,311 | 0.1% | -78% | — |
| 165 | — | ISHARES TR | $322,848 | 0.1% | +37% | — |
| 166 |  $SNPS | SYNOPSYS INC | $319,959 | 0.1% | -27% | 63.1 |
| 167 |  $UAL | United Airlines Holdings, Inc. | $313,038 | 0.1% | -2% | 61.3 |
| 168 |  $COP | CONOCOPHILLIPS | $312,840 | 0.1% | +0% | 74.8 |
| 169 | — | ISHARES TR | $308,763 | 0.1% | -0% | — |
| 170 | — | ISHARES TR | $308,372 | 0.1% | -3% | — |
| 171 | — | ISHARES INC | $306,908 | 0.1% | -88% | — |
| 172 | — | NEOS ETF TRUST | $306,836 | 0.1% | +0% | — |
| 173 |  $AXP | AMERICAN EXPRESS CO | $303,387 | 0.1% | -19% | 73.2 |
| 174 |  $FSM | FORTUNA MINING CORP. | $302,865 | 0.1% | +0% | — |
| 175 |  $GBTC | Grayscale Bitcoin Trust ETF | $301,787 | 0.1% | +30% | — |
| 176 | — | ISHARES TR | $301,265 | 0.1% | -6% | — |
| 177 | — | GLOBAL X FDS | $298,688 | 0.1% | +21% | — |
| 178 |  $NIO | NIO Inc. | $298,660 | 0.1% | +24% | — |
| 179 | — | VANGUARD STAR FDS | $298,416 | 0.1% | +0% | — |
| 180 |  $AMAT | APPLIED MATERIALS INC /DE | $292,230 | 0.1% | +0% | 74.8 |
| 181 |  $BXSL | Blackstone Secured Lending Fund | $286,182 | 0.1% | -4% | — |
| 182 | — | EXCHANGE TRADED CONCEPTS TRU | $284,784 | 0.1% | +0% | — |
| 183 | — | VANECK ETF TRUST | $283,845 | 0.1% | -57% | — |
| 184 | — | FIRST TR EXCHANGE-TRADED FD | $282,373 | 0.1% | +0% | — |
| 185 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $281,267 | 0.1% | NEW | — |
| 186 | — | AMPLIFY ETF TR | $278,959 | 0.1% | +0% | — |
| 187 | — | ISHARES TR | $278,334 | 0.1% | +0% | — |
| 188 |  $GFI | GOLD FIELDS LTD | $276,940 | 0.1% | +0% | — |
| 189 |  $CLS | CELESTICA INC | $274,193 | 0.1% | -10% | 69 |
| 190 |  $CRS | CARPENTER TECHNOLOGY CORP | $273,934 | 0.1% | NEW | 69.9 |
| 191 |  $MRVL | Marvell Technology, Inc. | $268,921 | 0.1% | NEW | 77.3 |
| 192 | — | NEOS ETF TRUST | $266,549 | 0.1% | +8% | — |
| 193 | — | ISHARES TR | $265,676 | 0.1% | -3% | — |
| 194 | — | PIMCO ETF TR | $262,834 | 0.1% | +0% | — |
| 195 |  $FMC | FMC CORP | $260,365 | 0.0% | -2% | 28.6 |
| 196 |  $STRL | STERLING INFRASTRUCTURE, INC. | $256,580 | 0.0% | NEW | 73.3 |
| 197 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $256,554 | 0.0% | NEW | 61.9 |
| 198 |  $INTC | INTEL CORP | $250,438 | 0.0% | +0% | 41.5 |
| 199 |  $RACE | Ferrari N.V. | $249,718 | 0.0% | NEW | — |
| 200 |  $YPF | YPF SOCIEDAD ANONIMA | $248,987 | 0.0% | NEW | — |
| 201 |  $LUNR | Intuitive Machines, Inc. | $237,568 | 0.0% | NEW | 39.2 |
| 202 | — | SELECT SECTOR SPDR TR | $236,042 | 0.0% | -96% | — |
| 203 |  $EBAY | EBAY INC | $235,742 | 0.0% | NEW | 69.3 |
| 204 |  $GILD | GILEAD SCIENCES, INC. | $232,748 | 0.0% | NEW | 77.8 |
| 205 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $231,113 | 0.0% | -7% | — |
| 206 |  $HMY | HARMONY GOLD MINING CO LTD | $230,550 | 0.0% | +0% | — |
| 207 |  $OBDC | Blue Owl Capital Corp | $230,372 | 0.0% | +0% | — |
| 208 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $228,538 | 0.0% | -18% | — |
| 209 | — | KRANESHARES TRUST | $226,954 | 0.0% | +0% | — |
| 210 |  $AES | AES CORP | $221,833 | 0.0% | NEW | 50.9 |
| 211 |  $ONDS | Ondas Inc. | $221,760 | 0.0% | NEW | 31.8 |
| 212 |  $STT | STATE STREET CORP | $219,515 | 0.0% | +2% | 61.5 |
| 213 |  $WULF | TERAWULF INC. | $217,864 | 0.0% | NEW | 25.2 |
| 214 |  $ARM | ARM HOLDINGS PLC /UK | $214,061 | 0.0% | NEW | — |
| 215 |  $CVX | CHEVRON CORP | $211,659 | 0.0% | NEW | 54.7 |
| 216 |  $VIAV | VIAVI SOLUTIONS INC. | $209,664 | 0.0% | NEW | 42.9 |
| 217 |  $GLW | CORNING INC /NY | $208,170 | 0.0% | NEW | 72.7 |
| 218 | — | FIRST TR EXCHANGE-TRADED FD | $205,946 | 0.0% | +0% | — |
| 219 |  $HOOD | Robinhood Markets, Inc. | $204,089 | 0.0% | -48% | 75.8 |
| 220 |  $WT | WisdomTree, Inc. | $203,970 | 0.0% | +0% | 62.9 |
| 221 |  $WFC | WELLS FARGO & COMPANY/MN | $203,006 | 0.0% | -87% | — |
| 222 |  $NVT | nVent Electric plc | $202,850 | 0.0% | NEW | — |
| 223 |  $BA | BOEING CO | $201,617 | 0.0% | -12% | 51.8 |
| 224 |  $NVO | NOVO NORDISK A S | $200,696 | 0.0% | +23% | — |
| 225 |  $BETA | BETA Technologies, Inc. | $191,835 | 0.0% | NEW | — |
| 226 | — | ISHARES TR | $185,988 | 0.0% | -99% | — |
| 227 |  $OUST | Ouster, Inc. | $183,700 | 0.0% | NEW | 29.5 |
| 228 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $172,400 | 0.0% | +25% | — |
| 229 |  $JOBY | Joby Aviation, Inc. | $165,200 | 0.0% | +52% | 28.7 |
| 230 | — | AGF INVTS TR | $164,393 | 0.0% | +0% | — |
| 231 |  $SNBR | Sleep Number Corp | $149,086 | 0.0% | +10% | 29.1 |
| 232 |  $NVTS | Navitas Semiconductor Corp | $127,165 | 0.0% | NEW | 10.5 |
| 233 |  $TAL | TAL Education Group | $113,700 | 0.0% | NEW | — |
| 234 | — | DIREXION SHARES ETF TRUST | $105,300 | 0.0% | +0% | — |
| 235 |  $TIGR | UP Fintech Holding Ltd | $99,855 | 0.0% | -2% | — |
| 236 |  $CTMX | CytomX Therapeutics, Inc. | $58,750 | 0.0% | +0% | 19.1 |
| 237 |  $TMQ | Trilogy Metals Inc. | $53,317 | 0.0% | +0% | — |
| 238 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $53,200 | 0.0% | NEW | — |
| 239 |  $SOBO | South Bow Corp | $51,362 | 0.0% | +0% | — |
| 240 |  $OPK | OPKO HEALTH, INC. | $34,200 | 0.0% | +0% | 20 |
| 241 |  $GLDG | GoldMining Inc. | $30,335 | 0.0% | NEW | — |
| 242 |  $CELU | Celularity Inc | $22,835 | 0.0% | +0% | 22.4 |
New Positions (42)
$AERO Grupo Aeromexico, S.A.B. de C.V.$8.3M$IESC IES Holdings, Inc.$2.5M$FBTC Fidelity Wise Origin Bitcoin Fund$2.1M$JBL JABIL INC$1.6M$EQT EQT Corp$1.6M$VRTX VERTEX PHARMACEUTICALS INC / MA$1.6M$CNP CENTERPOINT ENERGY INC$1.5M$KEYS Keysight Technologies, Inc.$1.5M$OSG OCTAVE SPECIALTY GROUP INC$1.5M$TDY TELEDYNE TECHNOLOGIES INC$1.5M$TRV TRAVELERS COMPANIES, INC.$1.5M$PYPL PayPal Holdings, Inc.$800,300$LW Lamb Weston Holdings, Inc.$703,206$MSTR Strategy Inc$639,475$BAR GraniteShares Gold Trust$512,043Exited Positions (25)
$PBR PETROBRAS - PETROLEO BRASILEIRO SA
$KLAC KLA CORP
$APH AMPHENOL CORP /DE/
$LLY ELI LILLY & Co
$BWA BORGWARNER INC
$APP AppLovin Corp
$GD GENERAL DYNAMICS CORP
$ISRG INTUITIVE SURGICAL INC
$COF CAPITAL ONE FINANCIAL CORP
$IDXX IDEXX LABORATORIES INC /DE
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$COIN Coinbase Global, Inc.
$ETHE Grayscale Ethereum Staking ETF
$IONQ IonQ, Inc.
$ACHR Archer Aviation Inc.Browse Top Institutional Investors
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