Holdings
Ipsen Advisor Group LLC
As of Jun 30, 2026, Ipsen Advisor Group LLC reported 47 positions worth US$35.8M. Largest: Flowers Foods, Inc., Apple Inc and Walmart Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Flowers Foods, Inc. | 443K | US$3.5M | no change | Jun 30, 2026 |
| Apple Inc | 9,691 | US$2.8M | −278 | Jun 30, 2026 |
| Walmart Inc. | 19,071 | US$2.16M | +1,265 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,307 | US$1.41M | −12 | Jun 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 3,974 | US$1.15M | new | Jun 30, 2026 |
| Broadcom Inc. | 2,905 | US$1.1M | −593 | Jun 30, 2026 |
| Pepsico, Inc. | 8,085 | US$1.09M | +104 | Jun 30, 2026 |
| Microsoft Corp. | 2,810 | US$1.05M | +56 | Jun 30, 2026 |
| Texas Instruments Incorporated | 3,425 | US$1.02M | −75 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 933 | US$944K | no change | Jun 30, 2026 |