Ipsen Advisor Group LLC Portfolio Holdings

Ipsen Advisor Group LLC

  • $117 Billion
  • Q4 2024

Ipsen Advisor Group LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flowers Foods Inc with a value of $9.26B, Xtrackers Msci Eafe Hedged Equ with a value of $6.23B, Ishares Morningstar Growth ETF with a value of $5.84B, Ishares Morningstar Mid Cap Va with a value of $5.84B, and Ishare Morningstar Mid Cap Gro with a value of $5.76B.

Examining the 13F form we can see an increase of $30.3B in the current position value, from $86.8B to 117B.

Ipsen Advisor Group LLC is based out at Little Rock, AR

Below you can find more details about Ipsen Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $79.3 Billion
Consumer Defensive: $12.5 Billion
Technology: $5.49 Billion
Financial Services: $3.71 Billion
Industrials: $2.75 Billion
Healthcare: $2.34 Billion
Utilities: $2.21 Billion
Energy: $1.75 Billion
Other: $1.21 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.92B
$9.26 Billion 7.91% of portfolio
448,260
Q4 2024 Added 1.08%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $117 Billion
  • Prior Value $86.8 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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