Ipsen Advisor Group LLC Q1 2026 Filing

Filed May 29, 2026

Portfolio Value

$97.9B

Holdings

104

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (104 positions)

StockValue
IMCVISHARES TR
$7.2B
IMCGISHARES TR
$6.3B
ISCGISHARES TR
$6.3B
JPSEJ P MORGAN EXCHANGE TRADED F
$6.1B
ILCGISHARES TR
$5.0B
FBNDFIDELITY MERRIMACK STR TR
$4.8B
DBEFDBX ETF TR
$4.4B
HSCZISHARES TR
$4.1B
ISCVISHARES TR
$3.9B
INTFISHARES TR
$3.8B
FLOFLOWERS FOODS INC
$3.6B
COPXGLOBAL X FDS
$3.0B
LITGLOBAL X FDS
$2.8B
SDVYFIRST TR EXCHANGE TRADED FD
$2.6B
JAAAJANUS DETROIT STR TR
$2.4B
BUFRFIRST TR EXCHNG TRADED FD VI
$2.3B
IAU*ISHARES GOLD TR
$2.3B
BUFQFIRST TR EXCHNG TRADED FD VI
$1.7B
DVYEISHARES INC
$1.7B
EELVINVESCO EXCH TRADED FD TR II
$1.6B
XLFSELECT SECTOR SPDR TR
$1.5B
XLESELECT SECTOR SPDR TR
$1.3B
IXJISHARES TR
$1.2B
AAAUGOLDMAN SACHS PHYSICAL GOLD
$1.2B
ESGDISHARES TR
$1.2B
DGROISHARES TR
$1.1B
ILCVISHARES TR
$1.1B
SRESEMPRA
$942.2M
DLXDELUXE CORP MEDIUM TERM NTS
$821.3M
XLBSELECT SECTOR SPDR TR
$778.8M
LYBLYONDELLBASELL INDUSTRIES NV
$754.0M
OKEONEOK INC NEW
$706.3M
TSNTYSON FOODS INC
$691.3M
PRUPRUDENTIAL FINL INC
$686.8M
BMYBRISTOL-MYERS SQUIBB CO
$675.1M
UPSUNITED PARCEL SVCS INC
$609.8M
NEENEXTERA ENERGY INC
$608.1M
MDTMEDTRONIC PLC
$528.6M
LNTALLIANT ENERGY CORP
$502.3M
IQLTISHARES TR
$479.4M
VYMIVANGUARD WHITEHALL FDS
$462.8M
KMBKIMBERLY-CLARK CORP
$447.1M
ESMLISHARES TR
$400.2M
BAHBOOZ ALLEN HAMILTON HLDG COR
$397.5M
SCHGSCHWAB STRATEGIC TR
$379.4M
FHLCFIDELITY COVINGTON TRUST
$370.2M
EWXSPDR INDEX SHS FDS
$331.3M
XLFISELECT SECTOR SPDR TR
$281.6M
SOSOUTHERN CO
$271.1M
NUMVNUSHARES ETF TR
$257.9M
FISVFISERV INC
$223.2M
NUSCNUSHARES ETF TR
$216.7M
KOCOCA COLA CO
$207.2M
NUMGNUSHARES ETF TR
$206.9M
FBRTFRANKLIN BSP RLTY TR INC
$87.8M
MMLPMARTIN MIDSTREAM PRTNRS L P
$32.3M
RWKINVESCO EXCH TRADED FD TR II
$5.9M
AAPLAPPLE INC
$2.5M
NOBLPROSHARES TR
$2.5M
WMTWALMART INC
$2.2M
ESGUISHARES TR
$1.6M
QQQMINVESCO EXCH TRADED FD TR II
$1.4M
FIWFIRST TR EXCHANGE-TRADED FD
$1.3M
JPMJPMORGAN CHASE & CO
$1.3M
PEPPEPSICO INC
$1.2M
NDQINVESCO QQQ TR
$1.2M
VFHVANGUARD WORLD FD
$1.2M
XLVSELECT SECTOR SPDR TR
$1.1M
QUALISHARES TR
$1.1M
AVGOBROADCOM INC
$1.1M
MSFTMICROSOFT CORP
$1.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$992K
XOMEXXON MOBIL CORP
$885K
WMWASTE MGMT INC DEL
$797K
GSGOLDMAN SACHS GROUP INC
$789K
AMGNAMGEN INC
$759K
ADIANALOG DEVICES INC
$755K
COSTCOSTCO WHOLESALE CORPORATION
$708K
LMTLOCKHEED MARTIN CORP
$700K
TXNTEXAS INSTRS INC
$680K
PNCPNC FINL SVCS GROUP INC
$659K
EOGEOG RES INC
$652K
VYMVANGUARD WHITEHALL FDS
$628K
ALSALLSTATE CORP
$622K
UNPUNION PAC CORP
$597K
XLISELECT SECTOR SPDR TR
$579K
VVISA INC
$578K
VUGVANGUARD INDEX FDS
$535K
HIGHARTFORD INSURANCE GROUP INC
$527K
IVVISHARES TR
$522K
SPYSTATE STR SPDR S&P 500 ETF T
$513K
CLXCLOROX CO DEL
$486K
ABTABBOTT LABORATORIES
$481K
AWCAMERICAN WTR WKS CO INC NEW
$476K
ACNACCENTURE PLC IRELAND
$466K
HSYHERSHEY CO
$439K
EMREMERSON ELEC CO
$422K
MCDMCDONALDS CORP
$397K
CATCATERPILLAR INC
$395K
VOVANGUARD INDEX FDS
$366K
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