Ipsen Advisor Group LLC Incresed Positions in Q3 2025

Ipsen Advisor Group LLC

  • $139 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LIT
Global X Fds Global X Lithium

ETFs
831
+ 2.16%
$38.41 - $56.85 $31.9K - $47.2K
39.3K $2.23B
COPX
Global X Copper Miners ETF

ETFs
444
+ 1.07%
$42.75 - $59.81 $19K - $26.6K
42.1K $2.52B
AAPL
Apple Inc.

Technology
139
+ 1.3%
$202.38 - $256.87 $28.1K - $35.7K
10.8K $2.76B
ISCG
Ishares Morningstar Small Cap

ETFs
901
+ 0.8%
$49.84 - $55.14 $44.9K - $49.7K
113K $6.14B
JPSE
J P Morgan Diversified Return

ETFs
1.24K
+ 1.11%
$45.04 - $50.93 $55.7K - $62.9K
112K $5.59B
IAU
Ishares Gold Trust

ETFs
355
+ 0.85%
$61.62 - $72.77 $21.9K - $25.8K
42.2K $3.05B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
717
+ 0.87%
$76.29 - $80.63 $54.7K - $57.8K
83K $6.67B
RWK
Invesco Exchange Traded Fd Tr

ETFs
418
+ 0.94%
$116.93 - $128.98 $48.9K - $53.9K
45.1K $5.64B
ISCV
Ishares Morningstar Small Cap

ETFs
220
+ 0.39%
$61.33 - $67.87 $13.5K - $14.9K
56.3K $3.75B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.28K
+ 5.87%
$45.26 - $46.63 $239K - $246K
95.2K $4.4B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.69K
+ 2.9%
$35.42 - $38.65 $59.8K - $65.2K
59.9K $2.28B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
91
+ 0.12%
$79.89 - $83.25 $7.27K - $7.58K
78.6K $6.51B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
164
+ 2.1%
$225.11 - $247.9 $36.9K - $40.7K
7.97K $1.97B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
5.7K
+ 11.57%
$25.72 - $27.0 $146K - $154K
54.9K $1.46B
DLX
Deluxe Corp

Communication Services
3.46K
+ 13.2%
$15.59 - $20.08 $54K - $69.5K
29.7K $575M
SRE
Sempra Energy

Utilities
75
+ 0.78%
$74.14 - $89.98 $5.56K - $6.75K
9.72K $875M
PEP
Pepsico Inc

Consumer Defensive
486
+ 6.76%
$133.81 - $152.16 $65K - $73.9K
7.68K $1.08B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
651
+ 3.07%
$101.12 - $106.18 $65.8K - $69.1K
21.8K $2.25B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.99K
+ 4.52%
$50.53 - $50.82 $100K - $101K
45.9K $2.33B
DVYE
Ishares Emerging Markets Divid

ETFs
1.57K
+ 3.34%
$28.5 - $30.64 $44.6K - $48K
48.4K $1.44B
IXJ
Ishares Global Healthcare ETF

ETFs
523
+ 4.38%
$82.73 - $89.14 $43.3K - $46.6K
12.5K $1.1B
FIW
First Trust Water ETF

ETFs
120
+ 1.03%
$107.54 - $115.08 $12.9K - $13.8K
11.8K $1.32B
LMT
Lockheed Martin Corp

Industrials
44
+ 4.01%
$410.74 - $499.21 $18.1K - $22K
1.14K $570M
XLF
Financial Sector Spdr

ETFs
236
+ 0.82%
$51.37 - $54.25 $12.1K - $12.8K
28.9K $1.56B
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.3%
$620.67 - $670.08 $1.86K - $2.01K
999 $668M
NEE
Nextera Energy Inc

Utilities
117
+ 1.86%
$69.77 - $77.54 $8.16K - $9.07K
6.4K $483M
XOM
Exxon Mobil Corp

Energy
88
+ 1.58%
$105.83 - $117.22 $9.31K - $10.3K
5.65K $637M
TSN
Tyson Foods, Inc.

Consumer Defensive
844
+ 8.33%
$52.3 - $57.69 $44.1K - $48.7K
11K $596M
UNP
Union Pacific Corp

Industrials
33
+ 1.41%
$214.91 - $237.16 $7.09K - $7.83K
2.37K $560M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
20
+ 0.37%
$61.56 - $66.95 $1.23K - $1.34K
5.4K $361M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.4%
$291.67 - $316.99 $1.46K - $1.58K
1.27K $385M
BMY
Bristol Myers Squibb CO

Healthcare
548
+ 5.37%
$43.31 - $48.98 $23.7K - $26.8K
10.8K $485M
SO
Southern CO

Utilities
8
+ 0.28%
$90.83 - $96.0 $727 - $768
2.9K $274M
AMGN
Amgen Inc

Healthcare
5
+ 0.23%
$271.18 - $309.22 $1.36K - $1.55K
2.18K $614M
ABT
Abbott Laboratories

Healthcare
113
+ 2.52%
$120.51 - $136.62 $13.6K - $15.4K
4.59K $615M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.41%
$92.18 - $95.14 $830 - $856
2.19K $208M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
22
+ 0.48%
$46.67 - $49.54 $1.03K - $1.09K
4.56K $222M
MMLP
Martin Midstream Partners L.P.

Energy
17
+ 0.15%
$2.8 - $3.48 $47.6 - $59.2
11.7K $35.7M
EOG
Eog Resources Inc

Energy
266
+ 6.26%
$112.12 - $126.1 $29.8K - $33.5K
4.51K $506M
BAH
Booz Allen Hamilton Holding Corp

Industrials
138
+ 3.36%
$97.53 - $115.95 $13.5K - $16K
4.24K $424M
UPS
United Parcel Service Inc

Industrials
896
+ 19.15%
$82.58 - $105.54 $74K - $94.6K
5.58K $466M
KO
Coca Cola CO

Consumer Defensive
6
+ 0.2%
$65.67 - $71.67 $394 - $430
3.08K $204M
OKE
Oneok Inc

Energy
605
+ 9.0%
$71.36 - $83.47 $43.2K - $50.5K
7.33K $535M
PRU
Prudential Financial Inc

Financial Services
81
+ 1.28%
$100.68 - $109.89 $8.16K - $8.9K
6.43K $667M
FLO
Flowers Foods Inc

Consumer Defensive
1.64K
+ 0.37%
$12.68 - $16.76 $20.8K - $27.5K
449K $5.85B
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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