CIK 1964922
Ipsen Advisor Group LLC
Institutional 13F holdings & portfolio
Holdings
102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IMCV | ISHARES TR | 84K | $1M+ | SH |
| IMCG | ISHARES TR | 79K | $1M+ | SH |
| ISCG | ISHARES TR | 114K | $1M+ | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 46K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 113K | $1M+ | SH |
| ILCG | ISHARES TR | 54K | $1M+ | SH |
| DBEF | DBX ETF TR | 111K | $1M+ | SH |
| FLO | FLOWERS FOODS INC | 443K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 102K | $1M+ | SH |
| HSCZ | ISHARES TR | 103K | $1M+ | SH |
| ISCV | ISHARES TR | 56K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 40K | $1M+ | SH |
| COPX | GLOBAL X FDS | 41K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| LIT | GLOBAL X FDS | 38K | $1M+ | SH |
| INTF | ISHARES TR | 64K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 47K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 62K | $1M+ | SH |
| NOBL | PROSHARES TR | 22K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 56K | $1M+ | SH |
| ESGU | ISHARES TR | 12K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 6K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 29K | $1M+ | SH |
| DVYE | ISHARES INC | 49K | $1M+ | SH |
| EELV | INVESCO EXCH TRADED FD TR II | 55K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 36K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 10K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 12K | $1M+ | SH |
| IXJ | ISHARES TR | 13K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| ESGD | ISHARES TR | 12K | $1M+ | SH |
| ILCV | ISHARES TR | 12K | $1M+ | SH |
| DGRO | ISHARES TR | 16K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| QUAL | ISHARES TR | 6K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 22K | $500K+ | SH |
| SRE | SEMPRA | 10K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 933 | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 6K | $500K+ | SH |
| XLB | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |