IPG Investment Advisors LLC
Annual return '25
+26.6%
SPY '25
+17.7%
Alpha
+8.8ptsvs SPY
Invested
$582.3M
Holdings
243
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
8.1%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
5.9%
03
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.7%
04
$AAPL
APPLE INC
Held since at least Q1 2024
3.1%
05
$GOOGL
ALPHABET INC
Held since at least Q1 2024
2.9%
06
$MUSA
MURPHY USA INC
Held since at least Q1 2024
2.8%
07
$SHV
ISHARES TR
Held since at least Q1 2024
2.5%
08
$PGR
PROGRESSIVE CORP
Held since at least Q1 2024
2.5%
09
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.4%
10
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:17 UTC.