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Ipsen Advisor Group LLC

SEC CIK
0001964922
Latest filing
Jul 29, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
102
−1 vs. Q3 2025
Portfolio value
$140.7M
+$1.72M (+1.2%) vs. Q3 2025
Filed
Feb 11, 2026
SEC
Holdings of Ipsen Advisor Group LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288406MRGSTR MD CP VAL83,657$6.89M4.9%+637+0.8%Added–
iShares Tr464288307MRGSTR MD CP GRW79,020$6.31M4.5%+374+0.5%Added–
iShares Tr464288604MRGSTR SM CP GR113,619$6.30M4.5%+486+0.4%Added–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV45,595$5.77M4.1%+486+1.1%Added–
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF113,028$5.66M4.0%+725+0.6%Added–
iShares Tr464287119MORNINGSTAR GRWT53,924$5.61M4.0%−13,864−20.5%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE111,297$5.35M3.8%−45,859−29.2%Reduced–
FLOFlowers Foods IncCOM443,439$4.82M3.4%−5,142−1.1%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF101,835$4.69M3.3%+6,657+7.0%Added–
iShares Tr46435G839MSCI EAFE SMCP102,688$4.00M2.8%+448+0.4%Added–
iShares Tr464288703MRNING SM CP ETF55,982$3.83M2.7%−272−0.5%Reduced–
IAUiShares Gold TrustETF39,784$3.23M2.3%−2,441−5.8%ReducedHistory
Global X FDS37954Y830GLOBAL X COPPER41,267$2.96M2.1%−793−1.9%Reduced–
AAPLApple Inc.Stock9,965$2.71M1.9%−867−8.0%ReducedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF38,460$2.49M1.8%−833−2.1%Reduced–
iShares Tr46434V274INTL EQTY FACTOR64,028$2.42M1.7%+64,028New–
Janus Detroit STR Tr47103U845HENDRSON AAA CL47,082$2.38M1.7%+1,145+2.5%Added–
First Tr Exchange Traded FD33741X102SMID RISNG ETF61,863$2.37M1.7%+1,916+3.2%Added–
ProShares Tr74348A467S&P 500 DV ARIST22,239$2.31M1.6%+407+1.9%Added–
WMTWalmart Inc.Stock18,202$2.03M1.4%−401−2.2%ReducedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF55,718$1.91M1.4%+48,971+725.8%Added–
iShares Tr46435G425ESG AWR MSCI USA11,749$1.75M1.2%−1,784−13.2%Reduced–
Invesco Nasdaq 100 ETF46138G649ETF6,339$1.60M1.1%−1,626−20.4%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF28,837$1.58M1.1%−47−0.2%Reduced–
iShares Inc464286319EM MKTS DIV ETF49,278$1.54M1.1%+877+1.8%Added–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS55,193$1.51M1.1%+267+0.5%Added–
JPMJPMorgan Chase & CoStock4,272$1.38M1.0%−530−11.0%ReducedHistory
MSFTMicrosoft CorpStock2,700$1.31M0.9%−64−2.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,121$1.30M0.9%−70−3.2%Reduced–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF35,853$1.28M0.9%+35,853New–
Vanguard Financials ETF92204A405ETF9,504$1.27M0.9%−378−3.8%Reduced–
First Tr Exchange-Traded FD33733B100WTR ETF11,656$1.27M0.9%−94−0.8%Reduced–
iShares Tr464287325GLOB HLTHCRE ETF12,639$1.23M0.9%+174+1.4%Added–
AVGOBroadcom Inc.Stock3,508$1.21M0.9%−486−12.2%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF7,758$1.20M0.9%−244−3.0%Reduced–
iShares Tr46435G516ESG AW MSCI EAFE12,353$1.17M0.8%−72−0.6%Reduced–
iShares Tr464288109MORNINGSTAR VALU12,263$1.16M0.8%−151−1.2%Reduced–
iShares Core Dividend Growth ETF46434V621ETF16,491$1.14M0.8%−65−0.4%Reduced–
PEPPepsiCo IncStock7,812$1.12M0.8%+135+1.8%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF5,641$1.12M0.8%−193−3.3%Reduced–
BRK.BBerkshire Hathaway IncStock2,070$1.04M0.7%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF21,822$975.6K0.7%−572−2.6%ReducedConverted for a 2-for-1 split–
SRESempraStock9,518$840.3K0.6%−204−2.1%ReducedHistory
GSGoldman Sachs Group IncStock933$820.1K0.6%00.0%UnchangedHistory
HSYHershey CoCOM4,224$768.7K0.5%00.0%UnchangedHistory
WMWaste Management IncStock3,359$738.0K0.5%+79+2.4%AddedHistory
PNCPNC Financial Services Group, Inc.Stock3,498$730.1K0.5%−154−4.2%ReducedHistory
PRUPrudential Financial IncStock6,438$726.7K0.5%+13+0.2%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF15,519$703.8K0.5%−171−1.1%ReducedConverted for a 2-for-1 split–
AMGNAmgen IncStock2,133$698.0K0.5%−44−2.0%ReducedHistory
DLXDeluxe CorpCOM30,716$685.9K0.5%+1,033+3.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF974$663.9K0.5%−360−27.0%ReducedHistory
VVisa Inc.Stock1,866$654.5K0.5%−39−2.0%ReducedHistory
ADIAnalog Devices IncStock2,411$653.9K0.5%−118−4.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM5,417$651.9K0.5%−230−4.1%ReducedHistory
TSNTyson Foods, Inc.Stock10,650$624.3K0.4%−323−2.9%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF4,308$618.3K0.4%−57−1.3%Reduced–
COSTCostco Wholesale CorpStock711$612.9K0.4%00.0%UnchangedHistory
ALLAllstate CorpStock2,940$612.0K0.4%−35−1.2%ReducedHistory
BMYBristol Myers Squibb CoStock11,160$602.0K0.4%+400+3.7%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF1,225$597.4K0.4%−109−8.2%Reduced–
TXNTexas Instruments IncStock3,415$592.5K0.4%−25−0.7%ReducedHistory
ABTAbbott LaboratoriesStock4,642$581.6K0.4%+50+1.1%AddedHistory
MDTMedtronic plcStock5,952$571.7K0.4%+101+1.7%AddedHistory
iShares Core S&P 500 ETF464287200ETF829$567.9K0.4%−170−17.0%Reduced–
UPSUnited Parcel Service IncStock5,670$562.4K0.4%+95+1.7%AddedHistory
UNPUnion Pacific CorpStock2,430$562.0K0.4%+61+2.6%AddedHistory
LMTLockheed Martin CorpStock1,161$561.7K0.4%+20+1.8%AddedHistory
ACNAccenture plcStock2,083$559.0K0.4%+1,256+151.9%AddedHistory
OKEONEOK IncCOM7,569$556.3K0.4%+239+3.3%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,570$553.8K0.4%−86−2.4%Reduced–
HIGHartford Insurance Group, Inc.Stock3,902$537.7K0.4%−18−0.5%ReducedHistory
NEENextera Energy IncStock6,403$514.0K0.4%+4+0.1%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY10,369$471.3K0.3%−95−0.9%Reduced–
Vanguard Whitehall FDS921946794INTL HIGH ETF5,233$471.0K0.3%−898−14.6%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF14,403$469.8K0.3%+14+0.1%Added–
EOGEOG Resources IncStock4,445$466.8K0.3%−67−1.5%ReducedHistory
LNTAlliant Energy CorpStock7,000$455.1K0.3%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock3,434$448.2K0.3%−161−4.5%ReducedHistory
EMREmerson Electric CoStock3,221$427.6K0.3%00.0%UnchangedHistory
CLXClorox CoStock4,058$409.2K0.3%+4,058NewHistory
LYBLyondellBasell Industries N.V.SHS - A -9,143$395.9K0.3%+488+5.6%AddedHistory
Fidelity MSCI Health Care Index ETF316092600ETF5,239$389.2K0.3%−158−2.9%Reduced–
MCDMcDonalds CorpStock1,272$388.8K0.3%+4+0.3%AddedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP8,625$385.1K0.3%−595−6.5%Reduced–
BAHBooz Allen Hamilton Holding CorpCL A4,480$377.9K0.3%+236+5.6%AddedHistory
KMBKimberly Clark CorpStock3,698$373.1K0.3%+2,049+124.3%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,286$373.1K0.3%−52−3.9%Reduced–
Vanguard Information Technology ETF92204A702ETF457$344.2K0.2%−261−36.4%Reduced–
CATCaterpillar IncStock575$329.1K0.2%−91−13.7%ReducedHistory
SPDR Index Shs FDS78463X756ST MARKE CAP ETF5,011$329.0K0.2%+95+1.9%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF1,437$322.8K0.2%−507−26.1%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,716$288.7K0.2%−166−4.3%Reduced–
FISVFiserv IncStock4,000$268.7K0.2%−402−9.1%ReducedHistory
Nushares ETF Tr67092P508NUVEEN ESG MIDVL6,271$245.2K0.2%+192+3.2%Added–
AMZNAmazon Com IncStock1,060$244.6K0.2%−147−12.2%ReducedHistory
SOSouthern CoStock2,802$244.3K0.2%−94−3.2%ReducedHistory
Nushares ETF Tr67092P409NUVEEN ESG MIDCP4,538$216.6K0.2%−26−0.6%Reduced–
KOCoca Cola CoStock3,095$216.4K0.2%+14+0.5%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,733$206.9K0.1%−165−8.7%ReducedConverted for a 2-for-1 split–

Sold out since Q3 2025 (5)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Ipsen Advisor Group LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Tr46428951110+ YR INVST GRD4,604$237.3K0.2%–
iShares Tr4642874407-10 YR TRSY BD2,374$229.0K0.2%–
MPCMarathon Petroleum CorpStock1,151$221.8K0.2%History
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,187$208.0K0.1%–
iShares Tr46428743220 YR TR BD ETF2,279$203.7K0.1%–