| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 43 | Q2 2024 | 9.9% |
| SPDR S&P 500 ETF TRUST UNITS SERIES 1 | 43 | Q2 2024 | 6.3% |
| Spdr Gold Trust Etf | 43 | Q2 2024 | 4.5% |
| BK OF AMERICA CORP | 43 | Q2 2024 | 1.0% |
| META PLATFORMS INC | 42 | Q2 2024 | 4.7% |
| NEXTFLIX COM INC | 42 | Q2 2024 | 1.1% |
| ATT INC COM | 42 | Q2 2024 | 0.9% |
| AMAZONCOM INC | 41 | Q2 2024 | 6.3% |
| MICROSOFT CORP SHS | 41 | Q2 2024 | 3.0% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 41 | Q2 2024 | 1.6% |
View IPG Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-13 |
View IPG Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.