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Ipsen Advisor Group LLC

SEC CIK
0001964922
Latest filing
Jul 29, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
103
+3 vs. Q2 2025
Portfolio value
$139.0M
+$7.76M (+5.9%) vs. Q2 2025
Filed
Nov 6, 2025
SEC
Holdings of Ipsen Advisor Group LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
DBX ETF Tr233051200XTRACK MSCI EAFE157,156$7.30M5.2%−3,983−2.5%Reduced–
iShares Tr464287119MORNINGSTAR GRWT67,788$7.07M5.1%−559−0.8%Reduced–
iShares Tr464288406MRGSTR MD CP VAL83,020$6.67M4.8%+717+0.9%Added–
iShares Tr464288307MRGSTR MD CP GRW78,646$6.51M4.7%+91+0.1%Added–
iShares Tr464288604MRGSTR SM CP GR113,133$6.14M4.4%+901+0.8%Added–
FLOFlowers Foods IncCOM448,581$5.85M4.2%+1,642+0.4%AddedHistory
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV45,109$5.64M4.1%+418+0.9%Added–
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF112,303$5.59M4.0%+1,236+1.1%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF95,178$4.40M3.2%+5,277+5.9%Added–
iShares Tr46435G839MSCI EAFE SMCP102,240$3.85M2.8%+418+0.4%Added–
iShares Tr464288703MRNING SM CP ETF56,254$3.75M2.7%+220+0.4%Added–
IAUiShares Gold TrustETF42,225$3.05M2.2%+355+0.8%AddedHistory
AAPLApple Inc.Stock10,832$2.76M2.0%+139+1.3%AddedHistory
Global X FDS37954Y830GLOBAL X COPPER42,060$2.52M1.8%+444+1.1%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL45,937$2.33M1.7%+1,988+4.5%Added–
First Tr Exchange Traded FD33741X102SMID RISNG ETF59,947$2.28M1.6%+1,687+2.9%Added–
ProShares Tr74348A467S&P 500 DV ARIST21,832$2.25M1.6%+651+3.1%Added–
Global X Lithium & Battery Tech ETF37954Y855ETF39,293$2.23M1.6%+831+2.2%Added–
iShares Tr46435G425ESG AWR MSCI USA13,533$1.97M1.4%−362−2.6%Reduced–
Invesco Nasdaq 100 ETF46138G649ETF7,965$1.97M1.4%+164+2.1%Added–
WMTWalmart Inc.Stock18,603$1.92M1.4%−548−2.9%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF28,884$1.56M1.1%+236+0.8%Added–
JPMJPMorgan Chase & CoStock4,802$1.51M1.1%−198−4.0%ReducedHistory
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS54,926$1.46M1.1%+5,695+11.6%Added–
iShares Inc464286319EM MKTS DIV ETF48,401$1.44M1.0%+1,566+3.3%Added–
MSFTMicrosoft CorpStock2,764$1.43M1.0%−419−13.2%ReducedHistory
First Tr Exchange-Traded FD33733B100WTR ETF11,750$1.32M0.9%+120+1.0%Added–
AVGOBroadcom Inc.Stock3,994$1.32M0.9%−1,077−21.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,191$1.32M0.9%−70−3.1%Reduced–
Vanguard Financials ETF92204A405ETF9,882$1.30M0.9%−113−1.1%Reduced–
iShares Tr46435G516ESG AW MSCI EAFE12,425$1.16M0.8%−151−1.2%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF5,834$1.13M0.8%−185−3.1%Reduced–
iShares Core Dividend Growth ETF46434V621ETF16,556$1.13M0.8%−185−1.1%Reduced–
iShares Tr464288109MORNINGSTAR VALU12,414$1.12M0.8%−556−4.3%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,002$1.11M0.8%−131−1.6%Reduced–
iShares Tr464287325GLOB HLTHCRE ETF12,465$1.10M0.8%+523+4.4%Added–
PEPPepsiCo IncStock7,677$1.08M0.8%+486+6.8%AddedHistory
BRK.BBerkshire Hathaway IncStock2,070$1.04M0.7%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF11,197$1.00M0.7%−104−0.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,334$888.8K0.6%−209−13.5%ReducedHistory
SRESempraStock9,722$874.8K0.6%+75+0.8%AddedHistory
HSYHershey CoCOM4,224$790.1K0.6%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock933$743.0K0.5%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock3,652$733.8K0.5%−98−2.6%ReducedHistory
WMWaste Management IncStock3,280$724.4K0.5%−19−0.6%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF7,845$703.1K0.5%−106−1.3%Reduced–
iShares Core S&P 500 ETF464287200ETF999$668.4K0.5%+3+0.3%Added–
PRUPrudential Financial IncStock6,425$666.5K0.5%+81+1.3%AddedHistory
COSTCostco Wholesale CorpStock711$657.8K0.5%00.0%UnchangedHistory
VVisa Inc.Stock1,905$650.5K0.5%−13−0.7%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF1,334$639.9K0.5%−61−4.4%Reduced–
ALLAllstate CorpStock2,975$638.6K0.5%−13−0.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM5,647$636.7K0.5%+88+1.6%AddedHistory
TXNTexas Instruments IncStock3,440$632.1K0.5%−105−3.0%ReducedHistory
ADIAnalog Devices IncStock2,529$621.4K0.4%−54−2.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF4,365$615.2K0.4%−335−7.1%Reduced–
ABTAbbott LaboratoriesStock4,592$615.0K0.4%+113+2.5%AddedHistory
AMGNAmgen IncStock2,177$614.3K0.4%+5+0.2%AddedHistory
TSNTyson Foods, Inc.Stock10,973$595.9K0.4%+844+8.3%AddedHistory
DLXDeluxe CorpCOM29,683$574.7K0.4%+3,462+13.2%AddedHistory
LMTLockheed Martin CorpStock1,141$569.5K0.4%+44+4.0%AddedHistory
FISVFiserv IncStock4,402$567.5K0.4%00.0%UnchangedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,656$563.9K0.4%−157−4.1%Reduced–
UNPUnion Pacific CorpStock2,369$559.9K0.4%+33+1.4%AddedHistory
MDTMedtronic plcStock5,851$557.3K0.4%−110−1.8%ReducedHistory
Vanguard Information Technology ETF92204A702ETF718$535.9K0.4%−47−6.1%Reduced–
OKEONEOK IncCOM7,330$534.9K0.4%+605+9.0%AddedHistory
HIGHartford Insurance Group, Inc.Stock3,920$522.9K0.4%−60−1.5%ReducedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF6,131$519.2K0.4%−419−6.4%Reduced–
EOGEOG Resources IncStock4,512$505.9K0.4%+266+6.3%AddedHistory
AWKAmerican Water Works Company, Inc.Stock3,595$500.3K0.4%−10.0%ReducedHistory
BMYBristol Myers Squibb CoStock10,760$485.3K0.3%+548+5.4%AddedHistory
NEENextera Energy IncStock6,399$483.0K0.3%+117+1.9%AddedHistory
LNTAlliant Energy CorpStock7,000$471.9K0.3%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock5,575$465.6K0.3%+896+19.1%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY10,464$462.4K0.3%−259−2.4%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF14,389$459.2K0.3%−763−5.0%Reduced–
Fidelity MSCI Information Technology Index ETF316092808ETF1,944$431.9K0.3%−126−6.1%Reduced–
LYBLyondellBasell Industries N.V.SHS - A -8,655$424.5K0.3%+8,655NewHistory
BAHBooz Allen Hamilton Holding CorpCL A4,244$424.2K0.3%+138+3.4%AddedHistory
EMREmerson Electric CoStock3,221$422.6K0.3%00.0%UnchangedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP9,220$406.6K0.3%−709−7.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,338$393.1K0.3%−35−2.5%Reduced–
MCDMcDonalds CorpStock1,268$385.2K0.3%+5+0.4%AddedHistory
Fidelity MSCI Health Care Index ETF316092600ETF5,397$360.9K0.3%+20+0.4%Added–
SPDR Index Shs FDS78463X756ST MARKE CAP ETF4,916$330.8K0.2%00.0%Unchanged–
CATCaterpillar IncStock666$317.8K0.2%−53−7.4%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,882$304.2K0.2%−46−1.2%Reduced–
SOSouthern CoStock2,896$274.5K0.2%+8+0.3%AddedHistory
AMZNAmazon Com IncStock1,207$265.0K0.2%00.0%UnchangedHistory
iShares Tr46428951110+ YR INVST GRD4,604$237.3K0.2%−180−3.8%Reduced–
Nushares ETF Tr67092P508NUVEEN ESG MIDVL6,079$235.2K0.2%+6,079New–
iShares Tr4642874407-10 YR TRSY BD2,374$229.0K0.2%−129−5.2%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF949$227.4K0.2%−82−8.0%Reduced–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF6,747$225.5K0.2%+6,747New–
Nushares ETF Tr67092P409NUVEEN ESG MIDCP4,564$222.2K0.2%+22+0.5%Added–
MPCMarathon Petroleum CorpStock1,151$221.8K0.2%+1,151NewHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,187$208.0K0.1%+9+0.4%Added–
KMBKimberly Clark CorpStock1,649$205.0K0.1%+1,649NewHistory
KOCoca Cola CoStock3,081$204.4K0.1%+6+0.2%AddedHistory

Sold out since Q2 2025 (3)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Ipsen Advisor Group LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
CVSCVS Health CorpStock3,971$273.9K0.2%History
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,042$203.3K0.2%–
Vanguard Ftse Emerging Markets ETF922042858ETF4,069$201.3K0.2%–