Argi Investment Services, LLC Top Holdings and 13F Report (2025) About Argi Investment Services, LLCInvestment ActivityArgi Investment Services, LLC has $1.77 billion in total holdings as of December 31, 2024.Argi Investment Services, LLC owns shares of 24 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 21.62% of the portfolio was purchased this quarter.About 7.57% of the portfolio was sold this quarter.This quarter, Argi Investment Services, LLC has purchased 24 new stocks and bought additional shares in 9 stocks.Argi Investment Services, LLC sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $592,342,943iShares 7-10 Year Treasury Bond ETF $274,043,787Schwab U.S. TIPS ETF $153,593,636Vanguard Total World Stock ETF $144,861,786SPDR Bloomberg Barclays International Treasury Bond ETF $110,054,127 Largest New Holdings this Quarter 464288588 - iShares MBS ETF $30,156,553 Holding67092P888 - Nuveen ESG Emerging Markets Equity ETF $9,717,464 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $6,259,730 Holding67092P805 - NuShares ESG International Developed Markets Equity ETF $3,514,329 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 196,741 shares (about $101.11M)Vanguard Total World Stock ETF 660,678 shares (about $76.61M)Vanguard FTSE Emerging Markets ETF 1,425,498 shares (about $64.52M)iShares 7-10 Year Treasury Bond ETF 402,205 shares (about $38.36M)iShares MBS ETF 321,567 shares (about $30.16M) Largest Sales this Quarter iShares Paris-Aligned Climate MSCI USA ETF 248,929 shares (about $14.92M)SPDR Gold Shares 11,715 shares (about $3.38M)iShares 20+ Year Treasury Bond ETF 22,860 shares (about $2.08M)iShares 1-3 Year Treasury Bond ETF 22,153 shares (about $1.83M)Black Stone Minerals 4 shares (about $9.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgi Investment Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$592,342,943$101,107,167 ▲20.6%1,152,62033.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$274,043,787$38,358,291 ▲16.3%2,873,48015.5%ETFSCHPSchwab U.S. TIPS ETF$153,593,636$18,684,355 ▲13.8%5,711,9248.7%ETFVTVanguard Total World Stock ETF$144,861,786$76,605,615 ▲112.2%1,249,3478.2%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$110,054,127$9,624,149 ▲9.6%5,034,4986.2%FinanceGLDSPDR Gold Shares$95,338,898$3,375,560 ▼-3.4%330,8775.4%FinanceVWOVanguard FTSE Emerging Markets ETF$90,093,649$64,518,038 ▲252.3%1,990,5805.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$71,013,034$22,929,934 ▲47.7%1,894,1864.0%ETFEIPXFT Energy Income Partners Strategy ETF$62,534,7170.0%2,400,5653.5%ETFPABUiShares Paris-Aligned Climate MSCI USA ETF$37,993,414$14,915,825 ▼-28.2%634,0692.1%ETFMBBiShares MBS ETF$30,156,553$30,156,553 ▲New Holding321,5671.7%ETFTLTiShares 20+ Year Treasury Bond ETF$18,801,791$2,080,946 ▼-10.0%206,5451.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$17,134,126$1,832,718 ▼-9.7%207,1091.0%ManufacturingGOVTiShares U.S. Treasury Bond ETF$11,758,276$409,983 ▲3.6%511,5630.7%ETFXLEEnergy Select Sector SPDR Fund$11,000,8410.0%117,7190.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$9,717,464$9,717,464 ▲New Holding332,2210.5%ETFVNQVanguard Real Estate ETF$8,491,9280.0%93,7920.5%ETFVEAVanguard FTSE Developed Markets ETF$6,808,1700.0%133,9400.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,723,296$124,046 ▲1.9%67,9670.4%FinanceNULGNuveen ESG Large-Cap Growth ETF$6,259,730$6,259,730 ▲New Holding79,9660.4%ETFNUDMNuShares ESG International Developed Markets Equity ETF$3,514,329$3,514,329 ▲New Holding110,3400.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,551,1650.0%63,0540.1%ETFIGOViShares International Treasury Bond ETF$2,061,4690.0%52,2950.1%ETFBSMBlack Stone Minerals$368,190$9,091 ▼-2.4%1620.0%EnergyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$0$60,305,125 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$39,758,582 ▼-100.0%00.0%ETFMOOVanEck Agribusiness ETF$0$11,253,643 ▼-100.0%00.0%ETFOLOOLO$0$166,011 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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