IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 10, 2019

Total Value ($000): $292,363,707 (100.0% shares, 0.0% debt)

Holdings (151)

WDC WESTERN DIGITAL CORP COM 7.1%
Value ($000) $20,649,707 Shares 429,665 Est. Cost $48.66 Unrealized -33.5%
FLEX FLEX LTD ORD SHS 6.3%
Value ($000) $18,456,390 Shares 1,845,639 Est. Cost $7.15 Unrealized 0.0%
AAPL APPLE INC COM 5.3%
Value ($000) $15,457,174 Shares 81,375 Est. Cost $26.08 Unrealized +55.0%
MGA MAGNA INTERNATIONAL INC COM 5.2%
Value ($000) $15,301,982 Shares 314,274 Est. Cost $33.24 Unrealized +21.6%
EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS 5.2%
Value ($000) $15,127,597 Shares 795,771 Est. Cost $19589.98 Unrealized
AIR TRANS SVCS GROUP INC COM 5.0%
Value ($000) $14,522,044 Shares 630,024 Est. Cost $9365.37 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 3.8%
Value ($000) $11,014,390 Shares 606,854 Est. Cost $27.63 Unrealized -29.5%
AMZN AMAZON COM INC 3.6%
Value ($000) $10,412,038 Shares 5,847 Est. Cost $64.40 Unrealized +29.2%
META FACEBOOK INC CL A 3.5%
Value ($000) $10,185,538 Shares 61,105 Est. Cost $143.22 Unrealized +10.3%
NUE NUCOR CORP COM 3.2%
Value ($000) $9,276,155 Shares 158,974 Est. Cost $50.72 Unrealized -0.0%
PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 2.2%
Value ($000) $6,569,822 Shares 412,677 Est. Cost $13387.39 Unrealized
NVDA NVIDIA CORP COM 2.1%
Value ($000) $6,114,473 Shares 34,053 Est. Cost $4.70 Unrealized -18.1%
SPY SPDR S P 500 ETF TR TR UNIT 2.1%
Value ($000) $6,075,307 Shares 21,507 Est. Cost $242926.11 Unrealized
KMX CARMAX INC COM 2.0%
Value ($000) $5,794,803 Shares 83,020 Est. Cost $61.63 Unrealized 0.0%
QCOM QUALCOMM INC 1.8%
Value ($000) $5,234,275 Shares 91,781 Est. Cost $45.96 Unrealized -0.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 1.7%
Value ($000) $4,991,827 Shares 27,360 Est. Cost $156542.70 Unrealized
MD MEDNAX INC COM 1.7%
Value ($000) $4,962,328 Shares 182,640 Est. Cost $48.69 Unrealized -31.1%
TAILORED BRANDS INC COM SHS 1.7%
Value ($000) $4,934,614 Shares 629,415 Est. Cost $7840.00 Unrealized
TSLA TESLA MTRS INC COM 1.7%
Value ($000) $4,843,819 Shares 17,308 Est. Cost $19.88 Unrealized +1.0%
FLOT ISHARES TR FLTG RATE NT ETF 1.6%
Value ($000) $4,786,063 Shares 94,010 Est. Cost $50711.81 Unrealized
PHM PULTEGROUP INC COM 1.6%
Value ($000) $4,599,959 Shares 164,519 Est. Cost $21.47 Unrealized +17.8%
SLQD ISHARES TR 0 5 YR INVT GRADE CORP BD ETF 1.3%
Value ($000) $3,873,974 Shares 76,788 Est. Cost $50451.33 Unrealized
GLD SPDR GOLD TR GOLD SHS 1.2%
Value ($000) $3,545,001 Shares 29,055 Est. Cost $121548.59 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $3,495,364 Shares 2,970 Est. Cost $56.29 Unrealized -0.5%
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $3,185,863 Shares 27,013 Est. Cost $56.74 Unrealized +80.3%
NFLX NETFLIX INC COM 0.9%
Value ($000) $2,529,080 Shares 7,093 Est. Cost $26.83 Unrealized +29.2%
USMV ISHARES MSCI USA MINIMUM VOLATILITY ETF 0.8%
Value ($000) $2,381,621 Shares 40,504 Est. Cost $57713.61 Unrealized
EEM ISHARES TR MSCI EMERGING MKTS ETF 0.8%
Value ($000) $2,228,878 Shares 51,931 Est. Cost $46236.86 Unrealized
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.8%
Value ($000) $2,206,932 Shares 36,120 Est. Cost $84684.39 Unrealized
CVS CVS HEALTH CORP COM 0.8%
Value ($000) $2,206,276 Shares 40,910 Est. Cost $49.93 Unrealized -0.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $2,096,688 Shares 10,437 Est. Cost $162.46 Unrealized +24.2%
TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 0.7%
Value ($000) $2,007,236 Shares 15,875 Est. Cost $120040.30 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.7%
Value ($000) $1,978,596 Shares 11,013 Est. Cost $173998.40 Unrealized
DENBURY RES INC COM NEW 0.6%
Value ($000) $1,783,500 Shares 870,000 Est. Cost $2050.00 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.6%
Value ($000) $1,771,686 Shares 26,795 Est. Cost $68010.02 Unrealized
MBB ISHARES TR MBS ETF 0.6%
Value ($000) $1,768,992 Shares 16,632 Est. Cost $104625.66 Unrealized
XLU SELECT SECTOR SPDR TR UTILS 0.6%
Value ($000) $1,654,296 Shares 28,439 Est. Cost $52920.00 Unrealized
C CITIGROUP INC COM NEW 0.5%
Value ($000) $1,524,702 Shares 24,505 Est. Cost $44.20 Unrealized +10.4%
BAC BANK AMER CORP COM 0.5%
Value ($000) $1,470,455 Shares 53,297 Est. Cost $18.25 Unrealized +30.9%
IEF ISHARES TR BARCLAYS 7 10 YR TREAS BD ETF 0.5%
Value ($000) $1,470,130 Shares 13,782 Est. Cost $104199.68 Unrealized
DIS DISNEY WALT CO DISNEY COM 0.4%
Value ($000) $1,224,255 Shares 11,026 Est. Cost $97.43 Unrealized +10.7%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,219,849 Shares 4,064 Est. Cost $195.92 Unrealized +24.3%
SHY ISHARES TR 1 3 YR TREAS BD ETF 0.4%
Value ($000) $1,210,334 Shares 14,388 Est. Cost $84450.67 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,138,110 Shares 970 Est. Cost $46.03 Unrealized +21.0%
CEF SPROTT PHYSICAL GOLD SILVER TR TR UNIT 0.3%
Value ($000) $977,802 Shares 78,855 Est. Cost $13176.80 Unrealized
FXI ISHARES TR CHINA LARGE CAP 0.3%
Value ($000) $945,164 Shares 21,350 Est. Cost $44269.98 Unrealized
CHAPARRAL ENERGY INC NEW CL A COM 0.3%
Value ($000) $883,500 Shares 155,000 Est. Cost $5700.00 Unrealized
JPM JP MORGAN CHASE & CO COM 0.3%
Value ($000) $877,158 Shares 8,665 Est. Cost $70.84 Unrealized +20.5%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $864,968 Shares 6,384 Est. Cost $132.87 Unrealized -13.7%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $848,596 Shares 4,420 Est. Cost $161.34 Unrealized +1.7%
V VISA INC COM CL A 0.3%
Value ($000) $829,683 Shares 5,312 Est. Cost $106.95 Unrealized +28.4%
CRM SALESFORCECOM INC COM STOCK 0.3%
Value ($000) $812,438 Shares 5,130 Est. Cost $153.14 Unrealized 0.0%
CARRIZO OIL GAS INC COM 0.3%
Value ($000) $810,550 Shares 65,000 Est. Cost $12470.00 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $801,392 Shares 2,665 Est. Cost $20.10 Unrealized +11.9%
SEADRILL LIMITED NEW REGISTERED SHS 0.3%
Value ($000) $781,140 Shares 94,000 Est. Cost $8310.00 Unrealized
OASIS PETE INC NEW COM 0.3%
Value ($000) $779,160 Shares 129,000 Est. Cost $6040.00 Unrealized
DAL DELTA AIRLINES INC COM NEW 0.3%
Value ($000) $733,430 Shares 14,200 Est. Cost $47.04 Unrealized -0.6%
CREDIT SUISSE GROUP 0.2%
Value ($000) $721,601 Shares 61,940 Est. Cost $14610.98 Unrealized
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $712,526 Shares 229,847 Est. Cost $2582.20 Unrealized
MA MASTERCARD INC CL A COM 0.2%
Value ($000) $699,287 Shares 2,970 Est. Cost $190.82 Unrealized +8.6%
CALIFORNIA RES CORP COM NEW 0.2%
Value ($000) $694,170 Shares 27,000 Est. Cost $25710.00 Unrealized
QEP RES INC COM 0.2%
Value ($000) $693,310 Shares 89,000 Est. Cost $7790.00 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF 0.2%
Value ($000) $684,242 Shares 7,873 Est. Cost $74569.91 Unrealized
PACWEST BANCORP DEL COM 0.2%
Value ($000) $678,447 Shares 18,039 Est. Cost $46657.71 Unrealized
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.2%
Value ($000) $678,066 Shares 5,740 Est. Cost $95558.11 Unrealized
CX CEMEX S A B DE C V SPONSOR ADR 0.2%
Value ($000) $656,138 Shares 141,409 Est. Cost $6620.00 Unrealized
HCA HCA HOLDINGS INC 0.2%
Value ($000) $651,900 Shares 5,000 Est. Cost $72.42 Unrealized +74.6%
WHITING PETE CORP COM NEW 0.2%
Value ($000) $627,360 Shares 24,000 Est. Cost $26140.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $615,701 Shares 2,535 Est. Cost $26.48 Unrealized +40.1%
CMF ISHARES TR CALIF MUNI BD ETF FD 0.2%
Value ($000) $612,586 Shares 10,280 Est. Cost $58441.25 Unrealized
GSY INVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR ULTRA SHORT DURATION ETF 0.2%
Value ($000) $603,360 Shares 12,000 Est. Cost $50280.00 Unrealized
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $594,900 Shares 15,000 Est. Cost $40.70 Unrealized -13.2%
NEAR ISHARES U S ETF TR SHORT MTY BD ETF 0.2%
Value ($000) $584,291 Shares 11,630 Est. Cost $50099.94 Unrealized
WMT WAL MART STORES INC COM 0.2%
Value ($000) $564,796 Shares 5,791 Est. Cost $24.19 Unrealized +20.9%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY 0.2%
Value ($000) $546,480 Shares 4,800 Est. Cost $89481.88 Unrealized
CONSTELLIUM NV CL A 0.2%
Value ($000) $525,443 Shares 65,845 Est. Cost $7980.00 Unrealized
SGOL ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF 0.2%
Value ($000) $524,356 Shares 4,210 Est. Cost $123679.81 Unrealized
DB DEUTSCHE BANK AG NAMEN AKT 0.2%
Value ($000) $514,081 Shares 70,810 Est. Cost $7.73 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $513,010 Shares 1,345 Est. Cost $321.02 Unrealized +16.9%
TWLO TWILIO INC CL A 0.2%
Value ($000) $505,094 Shares 3,910 Est. Cost $86.86 Unrealized +29.7%
TBT PROSHARES TR PROSHARES ULTRASHORT 20 YR TREAS NEW 0.2%
Value ($000) $504,708 Shares 15,645 Est. Cost $52547.10 Unrealized
DIREXION SHS ETF TR DAILY GOLD MINERS INDEX BULL 3X SHS NEW FEB 2017 0.2%
Value ($000) $498,569 Shares 25,193 Est. Cost $24400.00 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $497,373 Shares 8,617 Est. Cost $40804.66 Unrealized
IEUR ISHARES TR CORE MSCI EUROPE ETF 0.2%
Value ($000) $493,745 Shares 10,764 Est. Cost $44975.14 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.2%
Value ($000) $489,545 Shares 5,830 Est. Cost $66432.93 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $486,610 Shares 10,071 Est. Cost $42.63 Unrealized -4.4%
PG PROCTER GAMBLE CO COM 0.2%
Value ($000) $481,440 Shares 4,627 Est. Cost $69.32 Unrealized +18.4%
IVV ISHARES TR CORE S P 500 ETF 0.2%
Value ($000) $467,532 Shares 1,643 Est. Cost $251609.86 Unrealized
IJR ISHARES TR CORE S&P SMALL CAP ETF 0.2%
Value ($000) $458,305 Shares 5,940 Est. Cost $76936.09 Unrealized
AGNC AGNC INVT CORP COM 0.2%
Value ($000) $449,136 Shares 24,952 Est. Cost $18243.40 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $437,169 Shares 30,830 Est. Cost $15072.13 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $413,523 Shares 2,155 Est. Cost $136.64 Unrealized +13.2%
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $411,990 Shares 5,491 Est. Cost $65493.84 Unrealized
TATA MTRS LTD SPON ADR 0.1%
Value ($000) $383,708 Shares 30,550 Est. Cost $12560.00 Unrealized
T AT T INC COM 0.1%
Value ($000) $382,592 Shares 12,200 Est. Cost $14.25 Unrealized -0.6%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.1%
Value ($000) $376,181 Shares 20,692 Est. Cost $23587.21 Unrealized
SPYG SPDR PORTFOLIO S P 500 GROWTH ETF 0.1%
Value ($000) $374,928 Shares 10,076 Est. Cost $32941.79 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $364,524 Shares 4,926 Est. Cost $59936.69 Unrealized
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $360,261 Shares 2,089 Est. Cost $160093.06 Unrealized
KHC KRAFT HEINZ CO COM STK 0.1%
Value ($000) $342,825 Shares 10,500 Est. Cost $39.40 Unrealized -26.2%
LLY LILLY ELI CO COM 0.1%
Value ($000) $341,269 Shares 2,630 Est. Cost $102.72 Unrealized +8.0%
HAS HASBRO INC 0.1%
Value ($000) $340,080 Shares 4,000 Est. Cost $43.39 Unrealized +55.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $339,051 Shares 5,734 Est. Cost $38.62 Unrealized +0.9%
CANOPY GROWTH CORP SHS 0.1%
Value ($000) $336,495 Shares 7,772 Est. Cost $47322.87 Unrealized
FLOTEK INDS INC DEL COM 0.1%
Value ($000) $324,000 Shares 100,000 Est. Cost $1090.00 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $319,073 Shares 4,401 Est. Cost $52174.21 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $316,672 Shares 555 Est. Cost $153.09 Unrealized +16.1%
KO COCA COLA COMPANY 0.1%
Value ($000) $312,697 Shares 6,673 Est. Cost $30.08 Unrealized +25.6%
AAXJ ISHARES TR MSCI ALL COUNTRY ASIA EX JAPAN ETF 0.1%
Value ($000) $310,177 Shares 4,388 Est. Cost $69287.34 Unrealized
ISHARES GOLD TR ISHARES 0.1%
Value ($000) $305,340 Shares 24,664 Est. Cost $12290.02 Unrealized
ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B 0.1%
Value ($000) $303,763 Shares 4,750 Est. Cost $60446.54 Unrealized
IJH ISHARES TR CORE S P MID CAP ETF 0.1%
Value ($000) $297,737 Shares 1,572 Est. Cost $166059.80 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA 0.1%
Value ($000) $285,205 Shares 49,774 Est. Cost $6504.99 Unrealized
UNIT CORP INC COM 0.1%
Value ($000) $284,800 Shares 20,000 Est. Cost $14240.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $283,628 Shares 7,390 Est. Cost $35.26 Unrealized +8.3%
TABLEAU SOFTWARE INC CL A 0.1%
Value ($000) $281,925 Shares 2,215 Est. Cost $127279.91 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $274,612 Shares 3,694 Est. Cost $47.81 Unrealized +23.9%
VOO VANGUARD INDEX FDS S P 500 ETF SHS NEW 0.1%
Value ($000) $274,593 Shares 1,058 Est. Cost $259539.70 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $271,668 Shares 5,059 Est. Cost $29.03 Unrealized +51.0%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $269,370 Shares 26,964 Est. Cost $16950.46 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $267,288 Shares 1,081 Est. Cost $229.99 Unrealized -1.0%
MT ARCELORMITTAL SA NY REGISTERED SHS 0.1%
Value ($000) $261,985 Shares 12,855 Est. Cost $27437.54 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD ETF 0.1%
Value ($000) $246,174 Shares 1,998 Est. Cost $126545.67 Unrealized
BIDU BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A 0.1%
Value ($000) $239,527 Shares 1,453 Est. Cost $164849.97 Unrealized
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.1%
Value ($000) $234,548 Shares 1,970 Est. Cost $118397.73 Unrealized
FOAMIX PHARMACEUTICALS LTD SHS 0.1%
Value ($000) $230,625 Shares 61,500 Est. Cost $3750.00 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $229,990 Shares 5,450 Est. Cost $35.01 Unrealized -2.9%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM CORPORATE BD INDEX FD 0.1%
Value ($000) $229,310 Shares 2,875 Est. Cost $80128.36 Unrealized
VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE TERM CORPORATE BOND INDEX ETF SHS 0.1%
Value ($000) $227,165 Shares 2,615 Est. Cost $88009.95 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value ($000) $224,397 Shares 8,728 Est. Cost $26364.44 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $221,034 Shares 3,400 Est. Cost $52.72 Unrealized -3.5%
TRV TRAVELERS COS INC COM 0.1%
Value ($000) $220,125 Shares 1,605 Est. Cost $110.26 Unrealized 0.0%
NUVEEN DIVID ADVANTAGE MUN FD COM 0.1%
Value ($000) $216,672 Shares 15,967 Est. Cost $13745.90 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $213,497 Shares 1,402 Est. Cost $152280.31 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.1%
Value ($000) $212,401 Shares 2,315 Est. Cost $81918.25 Unrealized
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM GOVERNMENT BOND 0.1%
Value ($000) $212,074 Shares 3,510 Est. Cost $60790.03 Unrealized
ITA ISHARES TR US AEROSPACE DEFSENSE ETF 0.1%
Value ($000) $204,569 Shares 1,025 Est. Cost $199579.52 Unrealized
ATLASSIAN CORPORATION PLC SHS A 0.1%
Value ($000) $201,740 Shares 1,795 Est. Cost $112389.97 Unrealized
AURORA CANNABIS INC COM 0.1%
Value ($000) $191,089 Shares 21,113 Est. Cost $5314.23 Unrealized
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $160,772 Shares 34,724 Est. Cost $5555.07 Unrealized
CORBUS PHARMACEUTICALS HLDGS INC COM 0.0%
Value ($000) $111,200 Shares 16,000 Est. Cost $6950.00 Unrealized
EPP ISHARES INC MSCI PACIFIC EX 0.0%
Value ($000) $100,980 Shares 2,200 Est. Cost $45900.00 Unrealized
F FORD MOTOR CO DEL COM PAR 0.0%
Value ($000) $98,248 Shares 11,190 Est. Cost $7.48 Unrealized -18.8%
ENCANA CORP COM SHS 0.0%
Value ($000) $94,120 Shares 13,000 Est. Cost $7240.00 Unrealized
ULTRA PETROLEUM CORP 0.0%
Value ($000) $79,300 Shares 130,000 Est. Cost $621.55 Unrealized
MARINUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $72,523 Shares 17,350 Est. Cost $2870.03 Unrealized
SIERRA METALS INC COM 0.0%
Value ($000) $51,096 Shares 31,599 Est. Cost $2519.00 Unrealized
MATINAS BIOPHARMA HLDGS INC COM 0.0%
Value ($000) $46,325 Shares 42,500 Est. Cost $769.72 Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $36,531 Shares 14,850 Est. Cost $1.38 Unrealized +59.0%
OI S A SPONSORED ADR NEW 2016 0.0%
Value ($000) $29,334 Shares 15,603 Est. Cost $5903.47 Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value ($000) $24,000 Shares 10,000 Est. Cost $1.74 Unrealized 0.0%