Tiptree Advisors, LLC Top Holdings and 13F Report (2025) About Tiptree Advisors, LLCInvestment ActivityTiptree Advisors, LLC has $127.67 million in total holdings as of December 31, 2024.Tiptree Advisors, LLC owns shares of 21 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 26.08% of the portfolio was purchased this quarter.About 27.92% of the portfolio was sold this quarter.This quarter, Tiptree Advisors, LLC has purchased 23 new stocks and bought additional shares in 6 stocks.Tiptree Advisors, LLC sold shares of 4 stocks and completely divested from 9 stocks this quarter.Largest Holdings Meta Platforms $17,714,160Amazon.com $13,711,875Berkshire Hathaway $10,521,778Microsoft $10,495,351AT&T $7,371,018 Largest New Holdings this Quarter 47030M106 - James Hardie Industries $6,588,050 Holding62482R107 - Mr. Cooper Group $5,625,217 Holding21874A106 - CORE SCIENTIFIC INC NEW $3,960,240 Holding16119P108 - Charter Communications $3,801,933 Holding767292105 - Riot Platforms $1,261,080 Holding Largest Purchases this Quarter James Hardie Industries 245,000 shares (about $6.59M)Mr. Cooper Group 37,700 shares (about $5.63M)CORE SCIENTIFIC INC NEW 232,000 shares (about $3.96M)Charter Communications 9,300 shares (about $3.80M)AT&T 104,700 shares (about $3.03M) Largest Sales this Quarter Alphabet 30,000 shares (about $5.29M)Berkshire Hathaway 2,340 shares (about $1.14M)Banc of California 11,660 shares (about $163.82K)GAMCO GLOBAL GOLD NAT RES & 4,526 shares (about $19.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTiptree Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$17,714,1600.0%24,00013.9%Computer and TechnologyAMZNAmazon.com$13,711,8750.0%62,50010.7%Retail/WholesaleBRK.BBerkshire Hathaway$10,521,778$1,136,702 ▼-9.8%21,6608.2%FinanceMSFTMicrosoft$10,495,351$1,740,935 ▲19.9%21,1008.2%Computer and TechnologyTAT&T$7,371,018$3,030,018 ▲69.8%254,7005.8%Computer and TechnologyUBERUber Technologies$7,057,2120.0%75,6405.5%Computer and TechnologyGOOGLAlphabet$6,643,871$5,286,900 ▼-44.3%37,7005.2%Computer and TechnologyJHXJames Hardie Industries$6,588,050$6,588,050 ▲New Holding245,0005.2%ConstructionUSMUnited States Cellular$6,288,251$1,490,501 ▲31.1%98,3004.9%Computer and TechnologySATSEchoStar$6,072,145$2,354,500 ▲63.3%219,2114.8%Computer and TechnologyCOOPMr. Cooper Group$5,625,217$5,625,217 ▲New Holding37,7004.4%FinanceKINETIK HOLDINGS INC$5,286,0000.0%120,0004.1%COM NEW CL ABANCBanc of California$4,922,277$163,823 ▼-3.2%350,3403.9%FinanceWAYSTAR HLDG CORP$4,398,838$1,210,978 ▲38.0%107,6303.4%COMCORE SCIENTIFIC INC NEW$3,960,240$3,960,240 ▲New Holding232,0003.1%COMCHTRCharter Communications$3,801,933$3,801,933 ▲New Holding9,3003.0%Consumer DiscretionaryGPSGAP$3,779,673$508,173 ▲15.5%173,3003.0%Consumer CyclicalRIOTRiot Platforms$1,261,080$1,261,080 ▲New Holding111,6001.0%FinanceMCOMoody's$1,003,180$1,003,180 ▲New Holding2,0000.8%FinanceCIFRCipher Mining$717,000$717,000 ▲New Holding150,0000.6%Business ServicesGAMCO GLOBAL GOLD NAT RES &$454,238$19,869 ▼-4.2%103,4710.4%COM SH BEN INTJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$6,697,743 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$6,078,698 ▼-100.0%00.0%MedicalTMUST-Mobile US$0$5,883,089 ▼-100.0%00.0%Computer and TechnologyRACEFerrari$0$4,321,588 ▼-100.0%00.0%Auto/Tires/TrucksBECNBeacon Roofing Supply$0$3,711,000 ▼-100.0%00.0%Retail/WholesaleEMLDFTAC Emerald Acquisition$0$1,395,000 ▼-100.0%00.0%MMLPMartin Midstream Partners$0$525,377 ▼-100.0%00.0%TransportationEQIXEquinix$0$407,675 ▼-100.0%00.0%FinanceOPIOffice Properties Income Trust$0$22,239 ▼-100.0%00.0%FinanceShowing 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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