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 51–100 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DLX | DELUXE CORP | 31K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 974 | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| TSN | TYSON FOODS INC | 11K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 711 | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 11K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 6K | $500K+ | SH |
| IVV | ISHARES TR | 829 | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| UNP | UNION PAC CORP | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| OKE | ONEOK INC NEW | 8K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 4K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 6K | $500K+ | SH |
| IQLT | ISHARES TR | 10K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| EOG | EOG RES INC | 4K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 7K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 4K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 9K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 4K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 457 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 575 | $100K–$500K | SH |
| EWX | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| NUMV | NUSHARES ETF TR | 6K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| NUMG | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |