Ipsen Advisor Group LLC Incresed Positions in Q2 2025

Ipsen Advisor Group LLC

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ILCG
Ishares Morningstar Growth ETF
2.04K
+ 3.08%
N/A
68.3K $6.62B
JPM
Jpmorgan Chase & CO

Financial Services
2.48K
+ 98.57%
$210.28 - $289.91 $522K - $720K
5K $1.45B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.88K
+ 58.62%
$171.4 - $227.1 $494K - $655K
7.8K $1.77B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.61K
+ 2.09%
$63.36 - $80.23 $102K - $129K
78.6K $6.3B
AAPL
Apple Inc.

Technology
4.05K
+ 61.04%
$172.42 - $223.89 $699K - $907K
10.7K $2.19B
ISCG
Ishares Morningstar Small Cap

ETFs
3.33K
+ 3.06%
$39.44 - $49.76 $131K - $166K
112K $5.58B
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 4.83%
$94.8 - $117.22 $195K - $242K
44.7K $5.22B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.6K
+ 7.02%
$38.18 - $45.52 $403K - $481K
161K $7.05B
PEP
Pepsico Inc

Consumer Defensive
4.02K
+ 126.56%
$128.02 - $151.37 $514K - $608K
7.19K $950M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
3.23K
+ 3.27%
$29.0 - $35.55 $93.5K - $115K
102K $3.62B
JPSE
J P Morgan Diversified Return

ETFs
4.12K
+ 3.85%
$38.2 - $45.49 $157K - $187K
111K $5.05B
COPX
Global X Copper Miners ETF

ETFs
2.7K
+ 6.93%
$31.24 - $45.59 $84.3K - $123K
41.6K $1.87B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.21K
+ 2.75%
$65.1 - $75.98 $144K - $168K
82.3K $6.25B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.05K
+ 7.47%
$29.52 - $35.31 $120K - $143K
58.3K $2.06B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.66K
+ 5.47%
$44.68 - $45.96 $208K - $214K
89.9K $4.11B
WMT
Walmart Inc.

Consumer Defensive
268
+ 1.42%
$81.79 - $99.98 $21.9K - $26.8K
19.2K $1.87B
ISCV
Ishares Morningstar Small Cap

ETFs
1.5K
+ 2.76%
$51.37 - $61.54 $77.2K - $92.5K
56K $3.44B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
4.75K
+ 10.69%
$22.61 - $26.12 $107K - $124K
49.2K $1.29B
IAU
Ishares Gold Trust

ETFs
1.11K
+ 2.71%
$56.1 - $64.74 $62K - $71.6K
41.9K $2.59B
DVYE
Ishares Emerging Markets Divid

ETFs
3.75K
+ 8.7%
$23.95 - $29.03 $89.8K - $109K
46.8K $1.34B
ADI
Analog Devices Inc

Technology
327
+ 14.49%
$164.6 - $238.02 $53.8K - $77.8K
2.58K $615M
DGRO
Ishares Core Dividend Growth E

ETFs
1.72K
+ 11.43%
$55.22 - $63.94 $94.8K - $110K
16.7K $1.07B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.6K
+ 8.18%
$90.85 - $102.31 $145K - $164K
21.2K $2.13B
FIW
First Trust Water ETF

ETFs
467
+ 4.18%
$90.26 - $108.05 $42.2K - $50.5K
11.6K $1.26B
XLF
Financial Sector Spdr

ETFs
909
+ 3.28%
$43.92 - $52.37 $39.9K - $47.6K
28.6K $1.5B
TXN
Texas Instruments Inc

Technology
79
+ 2.28%
N/A
3.55K $736M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.11K
+ 5.05%
$49.79 - $50.75 $105K - $107K
43.9K $2.23B
SRE
Sempra Energy

Utilities
764
+ 8.6%
$63.78 - $78.91 $48.7K - $60.3K
9.65K $731M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
21
+ 0.17%
$73.02 - $90.22 $1.53K - $1.89K
12.6K $1.12B
LIT
Global X Fds Global X Lithium

ETFs
2.59K
+ 7.21%
$31.82 - $39.24 $82.4K - $102K
38.5K $1.48B
LMT
Lockheed Martin Corp

Industrials
150
+ 15.84%
$430.82 - $486.45 $64.6K - $73K
1.1K $508M
QUAL
Ishares Msci Usa Quality Facto

ETFs
19
+ 0.32%
$152.42 - $182.82 $2.9K - $3.47K
6.02K $1.1B
PNC
Pnc Financial Services Group, Inc.

Financial Services
193
+ 5.43%
$149.76 - $186.42 $28.9K - $36K
3.75K $699M
XLI
Industrial Sector Spdr

ETFs
19
+ 0.5%
$116.42 - $147.52 $2.21K - $2.8K
3.81K $562M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.1%
$22.27 - $29.21 $334 - $438
15.2K $443M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.3%
$498.8 - $620.9 $1.5K - $1.86K
996 $618M
HIG
Hartford Financial Services Group, Inc.

Financial Services
319
+ 8.71%
$109.83 - $131.67 $35K - $42K
3.98K $505M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
79
+ 1.22%
$65.84 - $80.81 $5.2K - $6.38K
6.55K $525M
BAH
Booz Allen Hamilton Holding Corp

Industrials
472
+ 12.99%
$99.97 - $129.69 $47.2K - $61.2K
4.11K $428M
ILCV
Ishares Morningstar Value ETF

ETFs
253
+ 1.99%
$72.16 - $83.39 $18.3K - $21.1K
13K $1.08B
IQLT
Ishares Msci Intl Quality Fact

ETFs
181
+ 1.72%
$35.9 - $43.76 $6.5K - $7.92K
10.7K $463M
CAT
Caterpillar Inc

Industrials
3
+ 0.42%
$273.94 - $388.21 $822 - $1.16K
719 $279M
NEE
Nextera Energy Inc

Utilities
716
+ 12.86%
$64.11 - $75.0 $45.9K - $53.7K
6.28K $436M
ABT
Abbott Laboratories

Healthcare
138
+ 3.18%
$123.95 - $138.08 $17.1K - $19.1K
4.48K $609M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.51%
$228.54 - $279.83 $1.6K - $1.96K
1.37K $384M
EWX
Spdr S&P Emerging Markets Smal

ETFs
51
+ 1.05%
$49.89 - $62.13 $2.54K - $3.17K
4.92K $305M
DLX
Deluxe Corp

Communication Services
1.2K
+ 4.78%
$13.64 - $16.25 $16.3K - $19.5K
26.2K $417M
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.19%
$176.34 - $218.59 $353 - $437
1.03K $224M
V
Visa Inc.

Financial Services
29
+ 1.54%
$308.27 - $373.31 $8.94K - $10.8K
1.92K $681M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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