Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 40 | Q3 2023 | 9.9% |
SPDR S&P 500 ETF TRUST UNITS SERIES 1 | 40 | Q3 2023 | 6.3% |
Spdr Gold Trust Etf | 40 | Q3 2023 | 4.5% |
BK OF AMERICA CORP | 40 | Q3 2023 | 1.0% |
META PLATFORMS INC | 39 | Q3 2023 | 4.7% |
NEXTFLIX COM INC | 39 | Q3 2023 | 1.1% |
ATT INC COM | 39 | Q3 2023 | 0.9% |
AMAZONCOM INC | 38 | Q3 2023 | 6.3% |
MICROSOFT CORP SHS | 38 | Q3 2023 | 2.5% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 38 | Q3 2023 | 1.6% |
View IPG Investment Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-14 |
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.