Ipsen Advisor Group LLC Incresed Positions in Q4 2024

Ipsen Advisor Group LLC

  • $117 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPSE
J P Morgan Diversified Return

ETFs
92.5K
+ 850.01%
$46.77 - $51.7 $4.33M - $4.78M
103K $4.84B
ILCG
Ishares Morningstar Growth ETF
7.56K
+ 13.12%
N/A
65.2K $5.84B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
30K
+ 24.94%
$40.97 - $42.66 $1.23M - $1.28M
150K $6.23B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
11.8K
+ 18.33%
$72.18 - $81.41 $853K - $962K
76.3K $5.76B
ISCG
Ishares Morningstar Small Cap

ETFs
21.3K
+ 24.78%
$48.22 - $54.03 $1.02M - $1.15M
107K $5.29B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
16.8K
+ 27.14%
$73.19 - $81.02 $1.23M - $1.36M
78.6K $5.84B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.8K
+ 239.91%
$50.62 - $50.97 $1.46M - $1.47M
40.8K $2.07B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
21.9K
+ 28.91%
$31.59 - $32.95 $692K - $722K
97.7K $3.13B
AVGO
Broadcom Inc.

Technology
5.58K
+ 649.07%
$159.67 - $250.0 $891K - $1.4M
6.44K $1.49B
IAU
Ishares Gold Trust

ETFs
11.3K
+ 39.5%
$48.37 - $52.65 $548K - $596K
40K $1.98B
MSFT
Microsoft Corp

Technology
108
+ 3.63%
$406.35 - $454.46 $43.9K - $49.1K
3.08K $1.3B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
24.5K
+ 133.4%
$23.41 - $25.88 $573K - $633K
42.8K $1B
VFH
Vanguard Financial ETF

ETFs
208
+ 2.13%
$108.87 - $126.2 $22.6K - $26.2K
9.97K $1.18B
JPM
Jpmorgan Chase & CO

Financial Services
494
+ 22.08%
$205.18 - $250.29 $101K - $124K
2.73K $655M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.69K
+ 9.56%
$99.2 - $108.47 $168K - $184K
19.4K $1.93B
SRE
Sempra Energy

Utilities
5.58K
+ 198.19%
$80.81 - $94.77 $451K - $529K
8.39K $736M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
+ 47.95%
$178.39 - $215.0 $200K - $241K
3.46K $668M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.29K
+ 94.32%
$57.14 - $64.54 $302K - $342K
10.9K $627M
EOG
Eog Resources Inc

Energy
2.24K
+ 130.31%
$118.22 - $136.54 $265K - $306K
3.97K $486M
ADI
Analog Devices Inc

Technology
676
+ 46.17%
$206.35 - $236.48 $139K - $160K
2.14K $455M
ABT
Abbott Laboratories

Healthcare
1.67K
+ 60.95%
$111.93 - $119.39 $187K - $200K
4.42K $500M
MDT
Medtronic PLC

Healthcare
2.13K
+ 58.71%
$79.61 - $92.24 $169K - $196K
5.75K $459M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 231.82%
$25.93 - $105.3 $274K - $1.11M
15.1K $421M
TXN
Texas Instruments Inc

Technology
518
+ 17.49%
N/A
3.48K $652M
PRU
Prudential Financial Inc

Financial Services
105
+ 1.79%
$114.59 - $129.52 $12K - $13.6K
5.98K $709M
PEP
Pepsico Inc

Consumer Defensive
1.12K
+ 56.93%
$151.29 - $176.1 $170K - $197K
3.09K $470M
NEE
Nextera Energy Inc

Utilities
1.77K
+ 46.87%
$69.77 - $85.43 $123K - $151K
5.54K $397M
UNP
Union Pacific Corp

Industrials
164
+ 7.97%
$223.15 - $249.32 $36.6K - $40.9K
2.22K $507M
XLB
Select Sector Spdr Fd Material

ETFs
141
+ 1.82%
$83.8 - $97.58 $11.8K - $13.8K
7.88K $663M
IQLT
Ishares Msci Intl Quality Fact

ETFs
323
+ 3.16%
$37.12 - $41.23 $12K - $13.3K
10.5K $391M
BMY
Bristol Myers Squibb CO

Healthcare
2.83K
+ 43.18%
$51.92 - $59.94 $147K - $170K
9.38K $531M
LMT
Lockheed Martin Corp

Industrials
99
+ 11.58%
$479.66 - $614.62 $47.5K - $60.8K
954 $464M
AMGN
Amgen Inc

Healthcare
140
+ 7.12%
$258.78 - $328.31 $36.2K - $46K
2.11K $549M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
373
+ 7.54%
$64.85 - $73.04 $24.2K - $27.2K
5.32K $348M
TLT
Ishares Barclays 20+ Year Trea

ETFs
445
+ 19.92%
$87.1 - $98.49 $38.8K - $43.8K
2.68K $234M
CVS
Cvs Health Corp

Healthcare
1.65K
+ 32.37%
$43.78 - $67.46 $72.3K - $111K
6.76K $303M
FLO
Flowers Foods Inc

Consumer Defensive
4.8K
+ 1.08%
$20.4 - $23.31 $98K - $112K
448K $9.26B
Activity Summary
Buys All Purchases 58 New Holdings 20 Increased Positions 38 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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