Argi Investment Services, LLC Top Holdings and 13F Report (2025) About Argi Investment Services, LLCInvestment ActivityArgi Investment Services, LLC has $1.80 billion in total holdings as of June 30, 2025.Argi Investment Services, LLC owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.67% of the portfolio was purchased this quarter.About 12.54% of the portfolio was sold this quarter.This quarter, Argi Investment Services, LLC has purchased 24 new stocks and bought additional shares in 5 stocks.Argi Investment Services, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $552,034,845iShares 7-10 Year Treasury Bond ETF $246,872,938SPDR Bloomberg International Treasury Bond ETF $187,550,552Schwab U.S. TIPS ETF $146,737,332Vanguard Total World Stock ETF $140,239,098 Largest New Holdings this Quarter 464288653 - iShares 10-20 Year Treasury Bond ETF $77,692,912 Holding922908769 - Vanguard Total Stock Market ETF $4,938,863 Holding Largest Purchases this Quarter iShares 10-20 Year Treasury Bond ETF 764,694 shares (about $77.69M)SPDR Bloomberg International Treasury Bond ETF 2,949,774 shares (about $69.29M)Vanguard Total Stock Market ETF 16,250 shares (about $4.94M)iShares Core U.S. Aggregate Bond ETF 32,704 shares (about $3.24M)iShares 20+ Year Treasury Bond ETF 10,058 shares (about $887.62K) Largest Sales this Quarter Vanguard S&P 500 ETF 180,779 shares (about $102.69M)iShares Paris-Aligned Climate MSCI USA ETF 444,911 shares (about $29.75M)iShares 7-10 Year Treasury Bond ETF 295,711 shares (about $28.32M)Vanguard Total World Stock ETF 158,162 shares (about $20.33M)iShares 1-3 Year Treasury Bond ETF 142,870 shares (about $11.84M) 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$552,034,845$102,687,896 ▼-15.7%971,84130.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$246,872,938$28,320,243 ▼-10.3%2,577,76913.7%ETFBWXSPDR Bloomberg International Treasury Bond ETF$187,550,552$69,290,192 ▲58.6%7,984,27210.4%FinanceSCHPSchwab U.S. TIPS ETF$146,737,332$5,656,800 ▼-3.7%5,499,9008.1%ETFVTVanguard Total World Stock ETF$140,239,098$20,326,981 ▼-12.7%1,091,1857.8%ETFVWOVanguard FTSE Emerging Markets ETF$93,205,045$5,249,041 ▼-5.3%1,884,4535.2%ETFGLDSPDR Gold Shares$91,970,871$8,890,367 ▼-8.8%301,7125.1%FinanceTLHiShares 10-20 Year Treasury Bond ETF$77,692,912$77,692,912 ▲New Holding764,6944.3%ETFEMLPFirst Trust North American Energy Infrastructure Fund$71,050,9160.0%1,894,1863.9%ETFEIPXFT Energy Income Partners Strategy ETF$61,532,4840.0%2,400,5653.4%ETFMBBiShares MBS ETF$30,191,9260.0%321,5671.7%ETFTLTiShares 20+ Year Treasury Bond ETF$19,115,215$887,619 ▲4.9%216,6031.1%ETFPABUiShares Paris-Aligned Climate MSCI USA ETF$12,647,103$29,746,747 ▼-70.2%189,1580.7%ETFGOVTiShares U.S. Treasury Bond ETF$11,765,668$9,950 ▲0.1%511,9960.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,986,563$3,244,237 ▲48.1%100,6710.6%FinanceXLEEnergy Select Sector SPDR Fund$9,983,7480.0%117,7190.6%ETFVEAVanguard FTSE Developed Markets ETF$7,635,9190.0%133,9400.4%ETFNULGNuveen ESG Large-Cap Growth ETF$7,512,8060.0%79,9660.4%ETFVNQVanguard Real Estate ETF$6,258,157$2,094,958 ▼-25.1%70,2690.3%ETFNUEMNuveen ESG Emerging Markets Equity ETF$5,443,783$5,589,276 ▼-50.7%163,9200.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,322,843$11,838,207 ▼-69.0%64,2390.3%ManufacturingVTIVanguard Total Stock Market ETF$4,938,863$4,938,863 ▲New Holding16,2500.3%ETFIGOViShares International Treasury Bond ETF$2,648,624$394,710 ▲17.5%61,4530.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$680,482$2,229,461 ▼-76.6%14,7450.0%ETFNUDMNuveen ESG International Developed Markets Equity ETF$430,068$3,485,900 ▼-89.0%12,1180.0%ETFBSMBlack Stone Minerals$315,385$10,044 ▼-3.1%1570.0%EnergyShowing 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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