Ipsen Advisor Group LLC Incresed Positions in Q1 2025

Ipsen Advisor Group LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
771
+ 1.93%
$49.74 - $58.96 $38.3K - $45.5K
40.8K $2.38B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
99
+ 0.07%
$41.61 - $44.72 $4.12K - $4.43K
151K $6.52B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.78K
+ 2.14%
$44.41 - $45.98 $79.1K - $81.9K
85.2K $3.89B
ILCV
Ishares Morningstar Value ETF

ETFs
1.32K
+ 11.58%
$79.37 - $85.24 $105K - $113K
12.7K $1.04B
COPX
Global X Copper Miners ETF

ETFs
1.9K
+ 5.12%
$37.72 - $43.32 $71.5K - $82.1K
38.9K $1.52B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.5K
+ 1.91%
$71.9 - $77.57 $108K - $116K
80.1K $5.94B
IXJ
Ishares Global Healthcare ETF

ETFs
493
+ 4.54%
$86.01 - $94.19 $42.4K - $46.4K
11.4K $1.04B
XLE
Energy Sector Spdr

ETFs
89
+ 0.8%
$85.7 - $93.96 $7.63K - $8.36K
11.2K $1.05B
FIW
First Trust Water ETF

ETFs
1.06K
+ 10.47%
$99.48 - $106.74 $105K - $113K
11.2K $1.12B
DVYE
Ishares Emerging Markets Divid

ETFs
609
+ 1.43%
$25.08 - $27.99 $15.3K - $17K
43.1K $1.18B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.71K
+ 11.78%
$32.49 - $37.99 $186K - $217K
54.2K $1.82B
XLV
Select Sector Spdr Fund Health

ETFs
32
+ 0.4%
$137.61 - $149.68 $4.4K - $4.79K
8.1K $1.18B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
162
+ 0.83%
$97.38 - $104.52 $15.8K - $16.9K
19.6K $2B
MDT
Medtronic PLC

Healthcare
45
+ 0.78%
$79.84 - $94.5 $3.59K - $4.25K
5.79K $520M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
992
+ 2.43%
$50.48 - $51.04 $50.1K - $50.6K
41.8K $2.12B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
929
+ 0.95%
$31.4 - $33.22 $29.2K - $30.9K
98.6K $3.17B
BMY
Bristol Myers Squibb CO

Healthcare
64
+ 0.68%
$53.9 - $63.11 $3.45K - $4.04K
9.45K $576M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
64
+ 1.0%
$67.08 - $76.14 $4.29K - $4.87K
6.47K $477M
VFH
Vanguard Financial ETF

ETFs
31
+ 0.31%
$114.07 - $127.34 $3.54K - $3.95K
10K $1.19B
XLB
Select Sector Spdr Fd Material

ETFs
37
+ 0.47%
$83.19 - $90.99 $3.08K - $3.37K
7.91K $680M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
23
+ 0.43%
$65.44 - $70.64 $1.51K - $1.62K
5.34K $365M
XLP
Consumer Staples Sector Spdr

ETFs
21
+ 0.52%
N/A
4.06K $331M
PEP
Pepsico Inc

Consumer Defensive
84
+ 2.72%
$142.64 - $156.42 $12K - $13.1K
3.17K $476M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.11%
$42.5 - $46.71 $213 - $234
4.69K $212M
IGLB
Ishares 10+ Year Investment Gr

ETFs
39
+ 0.87%
$48.32 - $51.22 $1.88K - $2K
4.52K $227M
OKE
Oneok Inc

Energy
114
+ 1.97%
$89.57 - $109.85 $10.2K - $12.5K
5.9K $585M
ADI
Analog Devices Inc

Technology
116
+ 5.42%
$201.56 - $243.82 $23.4K - $28.3K
2.26K $455M
XLI
Industrial Sector Spdr

ETFs
12
+ 0.32%
$128.78 - $141.67 $1.55K - $1.7K
3.79K $497M
NEE
Nextera Energy Inc

Utilities
29
+ 0.52%
$66.96 - $76.16 $1.94K - $2.21K
5.57K $395M
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.44%
$251.87 - $277.95 $1.51K - $1.67K
1.37K $353M
CAT
Caterpillar Inc

Industrials
3
+ 0.42%
$326.75 - $407.63 $980 - $1.22K
716 $236M
LIT
Global X Fds Global X Lithium

ETFs
1.18K
+ 3.39%
$38.8 - $42.84 $45.7K - $50.4K
35.9K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$554.06 - $615.85 $554 - $616
993 $558M
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.19%
$192.6 - $233.2 $385 - $466
1.03K $203M
PRU
Prudential Financial Inc

Financial Services
5
+ 0.08%
$105.04 - $122.33 $525 - $612
5.99K $669M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14
+ 0.23%
$168.16 - $186.21 $2.35K - $2.61K
6K $1.03B
SCHG
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.11%
$24.91 - $29.02 $399 - $464
15.1K $379M
PNC
Pnc Financial Services Group, Inc.

Financial Services
95
+ 2.74%
$168.84 - $202.89 $16K - $19.3K
3.56K $625M
WMT
Walmart Inc.

Consumer Defensive
41
+ 0.22%
$84.5 - $105.05 $3.46K - $4.31K
18.9K $1.66B
BAH
Booz Allen Hamilton Holding Corp

Industrials
285
+ 8.51%
$102.72 - $143.06 $29.3K - $40.8K
3.63K $380M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.07%
$369.1 - $427.61 $369 - $428
1.4K $517M
SRE
Sempra Energy

Utilities
492
+ 5.86%
$67.85 - $87.67 $33.4K - $43.1K
8.88K $634M
AAPL
Apple Inc.

Technology
283
+ 4.45%
$209.68 - $247.1 $59.3K - $69.9K
6.64K $1.47B
DLX
Deluxe Corp

Communication Services
1.42K
+ 6.02%
$15.43 - $23.42 $21.9K - $33.3K
25K $396M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.79K
+ 4.39%
$106.43 - $123.29 $191K - $221K
42.6K $4.6B
JPSE
J P Morgan Diversified Return

ETFs
3.51K
+ 3.39%
$42.78 - $48.51 $150K - $170K
107K $4.66B
ISCV
Ishares Morningstar Small Cap

ETFs
467
+ 0.86%
$58.11 - $66.0 $27.1K - $30.8K
54.5K $3.23B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
648
+ 0.85%
$69.69 - $79.99 $45.2K - $51.8K
76.9K $5.5B
AVGO
Broadcom Inc.

Technology
168
+ 2.61%
$167.43 - $244.7 $28.1K - $41.1K
6.61K $1.11B
Activity Summary
Buys All Purchases 55 New Holdings 2 Increased Positions 53 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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