Tiptree Advisors, LLC Top Holdings and 13F Report (2025) About Tiptree Advisors, LLCInvestment ActivityTiptree Advisors, LLC has $120.84 million in total holdings as of December 31, 2024.Tiptree Advisors, LLC owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 26.58% of the portfolio was purchased this quarter.About 3.54% of the portfolio was sold this quarter.This quarter, Tiptree Advisors, LLC has purchased 20 new stocks and bought additional shares in 5 stocks.Tiptree Advisors, LLC sold shares of 0 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $13,832,640Berkshire Hathaway $12,781,920Amazon.com $11,891,250Alphabet $10,469,128JPMorgan Nasdaq Equity Premium Income ETF $6,697,743 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $12,781,920 Holding00206R102 - AT&T $4,242,000 Holding073685109 - Beacon Roofing Supply $3,711,000 Holding946784105 - WAYSTAR HLDG CORP $2,914,080 Holding29103K100 - FTAC Emerald Acquisition $1,395,000 Holding Largest Purchases this Quarter Berkshire Hathaway 24,000 shares (about $12.78M)AT&T 150,000 shares (about $4.24M)Beacon Roofing Supply 30,000 shares (about $3.71M)WAYSTAR HLDG CORP 78,000 shares (about $2.91M)JPMorgan Nasdaq Equity Premium Income ETF 40,000 shares (about $2.07M) 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$13,832,6400.0%24,00011.4%Computer and TechnologyBRK.BBerkshire Hathaway$12,781,920$12,781,920 ▲New Holding24,00010.6%FinanceAMZNAmazon.com$11,891,2500.0%62,5009.8%Retail/WholesaleGOOGLAlphabet$10,469,1280.0%67,7008.7%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,697,743$2,071,200 ▲44.8%129,3505.5%ETFMSFTMicrosoft$6,606,8640.0%17,6005.5%Computer and TechnologyKINETIK HOLDINGS INC$6,232,800$1,298,500 ▲26.3%120,0005.2%COM NEW CL ALLYEli Lilly and Company$6,078,6980.0%7,3605.0%MedicalTMUST-Mobile US$5,883,0890.0%22,0584.9%Computer and TechnologyUBERUber Technologies$5,511,1300.0%75,6404.6%Computer and TechnologyUSMUnited States Cellular$5,186,2500.0%75,0004.3%Computer and TechnologyBANCBanc of California$5,136,780$1,773,750 ▲52.7%362,0004.3%FinanceRACEFerrari$4,321,588$42,788 ▲1.0%10,1003.6%Auto/Tires/TrucksTAT&T$4,242,000$4,242,000 ▲New Holding150,0003.5%Computer and TechnologyBECNBeacon Roofing Supply$3,711,000$3,711,000 ▲New Holding30,0003.1%Retail/WholesaleSATSEchoStar$3,433,1170.0%134,2112.8%Computer and TechnologyGPSGAP$3,091,500$1,011,250 ▲48.6%150,0002.6%Consumer CyclicalWAYSTAR HLDG CORP$2,914,080$2,914,080 ▲New Holding78,0002.4%COMEMLDFTAC Emerald Acquisition$1,395,000$1,395,000 ▲New Holding225,0001.2%MMLPMartin Midstream Partners$525,3770.0%145,9380.4%TransportationGAMCO GLOBAL GOLD NAT RES &$471,947$471,947 ▲New Holding107,9970.4%COM SH BEN INTEQIXEquinix$407,675$407,675 ▲New Holding5000.3%FinanceOPIOffice Properties Income Trust$22,2390.0%48,7700.0%FinanceFYBRFrontier Communications Parent$0$2,776,000 ▼-100.0%00.0%Computer and TechnologyREVELYST INC$0$932,655 ▼-100.0%00.0%COM SHSEQCEquity Commonwealth$0$309,750 ▼-100.0%00.0%FinanceTDGTransDigm Group$0$253,456 ▼-100.0%00.0%AerospaceShowing 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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