Tiptree Advisors, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $17.7B, Amazon Com Inc with a value of $13.7B, Berkshire Hathaway Inc Class B with a value of $10.5B, Microsoft Corp with a value of $10.5B, and At&T Inc. with a value of $7.37B.

Examining the 13F form we can see an increase of $6.83B in the current position value, from $121B to 128B.

Tiptree Advisors, LLC is based out at New York, NY

Below you can find more details about Tiptree Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
Communication Services: $41.8 Billion
Technology: $24.9 Billion
Financial Services: $23.2 Billion
Consumer Cyclical: $17.5 Billion
Basic Materials: $6.59 Billion
Energy: $5.29 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $128 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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