IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $442,019 (100.0% shares, 0.0% debt)

Holdings (169)

SPY SPDR S&P 500 ETF TR 8.0%
Value ($000) $35,316 Shares 62,952 Est. Cost $93457.99 Unrealized
OI O-I GLASS INC 5.3%
Value ($000) $23,522 Shares 2,050,708 Est. Cost $12.49 Unrealized -8.9%
GT GOODYEAR TIRE & RUBR CO 5.1%
Value ($000) $22,342 Shares 2,417,915 Est. Cost $10.35 Unrealized -11.7%
NVDA NVIDIA CORPORATION 4.8%
Value ($000) $21,063 Shares 194,327 Est. Cost $98.55 Unrealized +28.6%
CX CEMEX SAB DE CV 4.4%
Value ($000) $19,305 Shares 3,441,108 Est. Cost $57.12 Unrealized
JACK JACK IN THE BOX INC 4.3%
Value ($000) $18,840 Shares 681,935 Est. Cost $48.12 Unrealized -23.5%
AAPL APPLE INC 3.8%
Value ($000) $16,916 Shares 76,155 Est. Cost $162.48 Unrealized +42.0%
AMZN AMAZON COM INC 3.4%
Value ($000) $14,930 Shares 78,470 Est. Cost $136.55 Unrealized +58.9%
MGA MAGNA INTL INC 3.3%
Value ($000) $14,636 Shares 430,597 Est. Cost $50.76 Unrealized -26.7%
META META PLATFORMS INC 2.9%
Value ($000) $12,724 Shares 22,076 Est. Cost $406.33 Unrealized +58.3%
IEF ISHARES TR 2.8%
Value ($000) $12,229 Shares 128,229 Est. Cost $95.09 Unrealized
BIL SPDR SER TR 2.5%
Value ($000) $11,023 Shares 120,166 Est. Cost $2791.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.5%
Value ($000) $10,998 Shares 63,488 Est. Cost $2270.48 Unrealized
QCOM QUALCOMM INC 2.0%
Value ($000) $8,682 Shares 56,523 Est. Cost $151.00 Unrealized +5.7%
PARAMOUNT GLOBAL 1.5%
Value ($000) $6,609 Shares 550,272 Est. Cost $7356.70 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $6,402 Shares 37,059 Est. Cost $145.80 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 1.4%
Value ($000) $6,189 Shares 431,600 Est. Cost $11.90 Unrealized
BWA BORGWARNER INC 1.4%
Value ($000) $6,027 Shares 210,350 Est. Cost $29.92 Unrealized 0.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,868 Shares 15,632 Est. Cost $309.70 Unrealized +30.8%
GOOGL ALPHABET INC 1.3%
Value ($000) $5,662 Shares 36,614 Est. Cost $126.24 Unrealized +43.1%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $5,047 Shares 451,800 Est. Cost $12.96 Unrealized
WMT WALMART INC 1.1%
Value ($000) $4,974 Shares 56,540 Est. Cost $74.10 Unrealized +25.4%
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $4,594 Shares 18,729 Est. Cost $212.99 Unrealized +17.8%
AVGO BROADCOM INC 1.0%
Value ($000) $4,575 Shares 27,324 Est. Cost $171.67 Unrealized +22.2%
TSLA TESLA INC 1.0%
Value ($000) $4,508 Shares 17,396 Est. Cost $231.69 Unrealized +43.8%
TM TOYOTA MOTOR CORP 1.0%
Value ($000) $4,350 Shares 24,642 Est. Cost $194.61 Unrealized
PANW PALO ALTO NETWORKS INC 1.0%
Value ($000) $4,305 Shares 25,230 Est. Cost $134.29 Unrealized +37.7%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $4,296 Shares 7,838 Est. Cost $442.23 Unrealized +22.6%
NTR NUTRIEN LTD 0.9%
Value ($000) $4,149 Shares 82,725 Est. Cost $54.01 Unrealized -7.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,889 Shares 7,303 Est. Cost $284.02 Unrealized +71.2%
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $3,856 Shares 52,930 Est. Cost $65.08 Unrealized +10.7%
WHR WHIRLPOOL CORP 0.8%
Value ($000) $3,667 Shares 40,683 Est. Cost $97.49 Unrealized +8.8%
GLD SPDR GOLD TR 0.7%
Value ($000) $3,300 Shares 11,453 Est. Cost $75858.68 Unrealized
ASML ASML HOLDING N V 0.7%
Value ($000) $3,281 Shares 4,952 Est. Cost $662.63 Unrealized
GNRC GENERAC HLDGS INC 0.7%
Value ($000) $3,171 Shares 25,036 Est. Cost $143.47 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,978 Shares 3,149 Est. Cost $640.70 Unrealized +51.5%
CRM SALESFORCE INC 0.6%
Value ($000) $2,781 Shares 10,362 Est. Cost $234.59 Unrealized +31.7%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $2,595 Shares 4,750 Est. Cost $437.26 Unrealized +35.1%
NFLX NETFLIX INC 0.6%
Value ($000) $2,528 Shares 2,711 Est. Cost $37.38 Unrealized +154.4%
HD HOME DEPOT INC 0.6%
Value ($000) $2,432 Shares 6,637 Est. Cost $311.33 Unrealized +22.3%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,150 Shares 5,799 Est. Cost $410.44 Unrealized
ASTS AST SPACEMOBILE INC 0.5%
Value ($000) $2,074 Shares 91,200 Est. Cost $20.47 Unrealized +24.9%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $1,958 Shares 41,839 Est. Cost $42.98 Unrealized
SHOP SHOPIFY INC 0.4%
Value ($000) $1,868 Shares 19,562 Est. Cost $100.47 Unrealized +8.5%
SHV ISHARES TR 0.4%
Value ($000) $1,747 Shares 15,815 Est. Cost $110.46 Unrealized
VST VISTRA CORP 0.4%
Value ($000) $1,667 Shares 14,195 Est. Cost $148.62 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,598 Shares 12,082 Est. Cost $13489.15 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $1,574 Shares 7,847 Est. Cost $72.28 Unrealized +170.8%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,554 Shares 4,408 Est. Cost $332.53 Unrealized +14.6%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $1,520 Shares 18,009 Est. Cost $87.82 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,466 Shares 23,749 Est. Cost $60.10 Unrealized 0.0%
TMUS T-MOBILE US INC 0.3%
Value ($000) $1,449 Shares 5,433 Est. Cost $226.86 Unrealized +7.1%
IWM ISHARES TR 0.3%
Value ($000) $1,435 Shares 7,193 Est. Cost $218.34 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $1,426 Shares 2,880 Est. Cost $476.08 Unrealized +16.2%
FISV FISERV INC 0.3%
Value ($000) $1,425 Shares 6,451 Est. Cost $218.93 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,411 Shares 2,745 Est. Cost $441.93 Unrealized
FOXA FOX CORP 0.3%
Value ($000) $1,401 Shares 24,749 Est. Cost $52.48 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,398 Shares 1,693 Est. Cost $826.69 Unrealized 0.0%
BRO BROWN & BROWN INC 0.3%
Value ($000) $1,397 Shares 11,228 Est. Cost $111.13 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,378 Shares 16,430 Est. Cost $82.56 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,375 Shares 13,628 Est. Cost $88.03 Unrealized +14.4%
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $1,366 Shares 10,529 Est. Cost $126.73 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.3%
Value ($000) $1,357 Shares 30,879 Est. Cost $43.80 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $1,350 Shares 2,322 Est. Cost $603.14 Unrealized -1.5%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,349 Shares 16,500 Est. Cost $92.81 Unrealized
SLQD ISHARES TR 0.3%
Value ($000) $1,348 Shares 26,819 Est. Cost $4562.97 Unrealized
AEE AMEREN CORP 0.3%
Value ($000) $1,343 Shares 13,378 Est. Cost $93.72 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $1,339 Shares 2,271 Est. Cost $557.47 Unrealized 0.0%
CORP PIMCO ETF TR 0.3%
Value ($000) $1,331 Shares 13,750 Est. Cost $96.05 Unrealized
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,327 Shares 288 Est. Cost $4764.13 Unrealized -0.3%
RL RALPH LAUREN CORP 0.3%
Value ($000) $1,263 Shares 5,700 Est. Cost $244.79 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value ($000) $1,236 Shares 7,910 Est. Cost $157.39 Unrealized +15.9%
PHYS SPROTT PHYSICAL GOLD TR 0.3%
Value ($000) $1,182 Shares 49,133 Est. Cost $17.30 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $1,173 Shares 2,230 Est. Cost $361.32 Unrealized +62.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,138 Shares 11,532 Est. Cost $103.16 Unrealized +3.0%
DGRO ISHARES TR 0.2%
Value ($000) $962 Shares 15,575 Est. Cost $57.61 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $912 Shares 10,000 Est. Cost $120.69 Unrealized -13.7%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $908 Shares 8,839 Est. Cost $135.61 Unrealized -18.0%
DBEF DBX ETF TR 0.2%
Value ($000) $825 Shares 19,047 Est. Cost $42.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $821 Shares 10,400 Est. Cost $77.37 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $799 Shares 19,150 Est. Cost $30.98 Unrealized +40.8%
PBF PBF ENERGY INC 0.2%
Value ($000) $764 Shares 40,000 Est. Cost $31.18 Unrealized -20.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $746 Shares 26,243 Est. Cost $20.34 Unrealized
IONQ IONQ INC 0.2%
Value ($000) $708 Shares 32,075 Est. Cost $18.59 Unrealized +74.3%
LQD ISHARES TR 0.2%
Value ($000) $691 Shares 6,357 Est. Cost $116.36 Unrealized
NU NU HLDGS LTD 0.2%
Value ($000) $685 Shares 66,852 Est. Cost $8.21 Unrealized +43.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $660 Shares 7,065 Est. Cost $16174.88 Unrealized
SE SEA LTD 0.1%
Value ($000) $657 Shares 5,037 Est. Cost $46.67 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $635 Shares 3,334 Est. Cost $158.44 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $628 Shares 3,771 Est. Cost $148.28 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $626 Shares 10,962 Est. Cost $18246.13 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $621 Shares 14,203 Est. Cost $2016.07 Unrealized
USRT ISHARES TR 0.1%
Value ($000) $597 Shares 10,361 Est. Cost $54.30 Unrealized
IEUR ISHARES TR 0.1%
Value ($000) $572 Shares 9,506 Est. Cost $10109.64 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $561 Shares 1,034 Est. Cost $588.71 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $550 Shares 10,049 Est. Cost $90.47 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $548 Shares 281 Est. Cost $1207.71 Unrealized +64.4%
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value ($000) $548 Shares 16,540 Est. Cost $23.46 Unrealized +26.4%
SHYG ISHARES TR 0.1%
Value ($000) $541 Shares 12,726 Est. Cost $18784.55 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $519 Shares 1,930 Est. Cost $262.58 Unrealized +11.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $514 Shares 10,121 Est. Cost $47.82 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $511 Shares 2,993 Est. Cost $63065.77 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $502 Shares 4,300 Est. Cost $81.10 Unrealized +55.2%
USFR WISDOMTREE TR 0.1%
Value ($000) $501 Shares 9,950 Est. Cost $50.22 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $463 Shares 6,748 Est. Cost $60.51 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $449 Shares 1,587 Est. Cost $366.85 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $415 Shares 986 Est. Cost $9600.40 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $413 Shares 7,007 Est. Cost $53.51 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $412 Shares 2,211 Est. Cost $192.07 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $411 Shares 4,972 Est. Cost $82.23 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $409 Shares 7,894 Est. Cost $55.89 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $405 Shares 6,211 Est. Cost $62.38 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $405 Shares 26,925 Est. Cost $7.28 Unrealized +84.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $382 Shares 1,852 Est. Cost $4242.85 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $379 Shares 3,000 Est. Cost $156.16 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $368 Shares 4,403 Est. Cost $79.49 Unrealized +6.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $364 Shares 7,311 Est. Cost $7275.85 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $364 Shares 4,135 Est. Cost $88.22 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $356 Shares 633 Est. Cost $554.68 Unrealized
FXI ISHARES TR 0.1%
Value ($000) $342 Shares 9,543 Est. Cost $24.05 Unrealized
TALO TALOS ENERGY INC 0.1%
Value ($000) $340 Shares 35,000 Est. Cost $11.69 Unrealized -18.9%
ERAS ERASCA INC 0.1%
Value ($000) $340 Shares 248,108 Est. Cost $2.42 Unrealized -29.1%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $340 Shares 1,972 Est. Cost $136.29 Unrealized +77.7%
EMB ISHARES TR 0.1%
Value ($000) $324 Shares 3,572 Est. Cost $87.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $317 Shares 2,168 Est. Cost $146.01 Unrealized
USIG ISHARES TR 0.1%
Value ($000) $315 Shares 6,159 Est. Cost $51.26 Unrealized
HACK AMPLIFY ETF TR 0.1%
Value ($000) $313 Shares 4,360 Est. Cost $69.37 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $302 Shares 2,676 Est. Cost $105.37 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $300 Shares 15,797 Est. Cost $17.18 Unrealized +40.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $298 Shares 4,727 Est. Cost $54.93 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $291 Shares 2,770 Est. Cost $102.31 Unrealized -5.4%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $283 Shares 1,373 Est. Cost $144.20 Unrealized +61.8%
EMBJ EMBRAER S.A. 0.1%
Value ($000) $280 Shares 6,050 Est. Cost $7359.68 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $279 Shares 3,070 Est. Cost $91.03 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $276 Shares 600 Est. Cost $445.57 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $275 Shares 1,091 Est. Cost $251.77 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $271 Shares 987 Est. Cost $289.81 Unrealized
GRNY TIDAL ETF TR 0.1%
Value ($000) $269 Shares 14,800 Est. Cost $19.96 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $263 Shares 2,743 Est. Cost $94.86 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $260 Shares 22,390 Est. Cost $8.29 Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $259 Shares 6,790 Est. Cost $40.16 Unrealized
BTAL AGF INVTS TR 0.1%
Value ($000) $255 Shares 12,215 Est. Cost $19.62 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $244 Shares 3,030 Est. Cost $89.33 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $240 Shares 3,038 Est. Cost $82.96 Unrealized
BA BOEING CO 0.1%
Value ($000) $237 Shares 1,390 Est. Cost $158.44 Unrealized +9.2%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $234 Shares 426 Est. Cost $558.87 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $231 Shares 6,025 Est. Cost $28486.38 Unrealized
KMLM KRANESHARES TRUST 0.1%
Value ($000) $228 Shares 8,356 Est. Cost $29.17 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $224 Shares 4,716 Est. Cost $56.77 Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $223 Shares 2,090 Est. Cost $158.15 Unrealized
ROCKET LAB USA INC 0.1%
Value ($000) $223 Shares 12,467 Est. Cost $11.19 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $218 Shares 3,760 Est. Cost $58.06 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $216 Shares 2,239 Est. Cost $101.38 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $206 Shares 9,313 Est. Cost $12.40 Unrealized +68.0%
IWB ISHARES TR 0.0%
Value ($000) $202 Shares 660 Est. Cost $315.01 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $202 Shares 3,705 Est. Cost $54.41 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $167 Shares 11,716 Est. Cost $14.31 Unrealized
NIO NIO INC 0.0%
Value ($000) $155 Shares 40,609 Est. Cost $5.41 Unrealized
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $132 Shares 10,000 Est. Cost $12.63 Unrealized
GENI GENIUS SPORTS LIMITED 0.0%
Value ($000) $107 Shares 10,650 Est. Cost $9.27 Unrealized 0.0%
RUN SUNRUN INC 0.0%
Value ($000) $103 Shares 17,572 Est. Cost $22.71 Unrealized -63.7%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $92 Shares 90,000 Est. Cost $1.70 Unrealized -20.1%
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $89 Shares 12,000 Est. Cost $15.72 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $76 Shares 10,000 Est. Cost $6.72 Unrealized 0.0%
OPK OPKO HEALTH INC 0.0%
Value ($000) $50 Shares 30,000 Est. Cost $1.30 Unrealized +26.9%
SCPHARMACEUTICALS INC 0.0%
Value ($000) $32 Shares 12,000 Est. Cost $6.27 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $31 Shares 13,576 Est. Cost $3.64 Unrealized
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $23 Shares 14,850 Est. Cost $0.45 Unrealized +207.4%
CTMX CYTOMX THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 12,500 Est. Cost $1.31 Unrealized -41.0%