Tiptree Advisors, LLC Top Holdings and 13F Report (2025) About Tiptree Advisors, LLCInvestment ActivityTiptree Advisors, LLC has $172.31 million in total holdings as of December 31, 2024.Tiptree Advisors, LLC owns shares of 22 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 25.63% of the portfolio was purchased this quarter.About 21.29% of the portfolio was sold this quarter.This quarter, Tiptree Advisors, LLC has purchased 20 new stocks and bought additional shares in 2 stocks.Tiptree Advisors, LLC sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings EchoStar $18,145,850Alphabet $17,454,892Amazon.com $16,765,735CSX $10,570,375Microsoft $9,254,250 Largest New Holdings this Quarter 438516106 - Honeywell International $7,911,050 Holding78454L100 - SM Energy $7,483,200 Holding512807306 - LAM RESEARCH CORP $6,409,800 Holding680665205 - Olin $6,094,650 Holding88080T104 - TeraWulf $5,163,054 Holding Largest Purchases this Quarter Honeywell International 35,000 shares (about $7.91M)SM Energy 240,000 shares (about $7.48M)LAM RESEARCH CORP 30,000 shares (about $6.41M)Olin 205,000 shares (about $6.09M)TeraWulf 357,800 shares (about $5.16M) Largest Sales this Quarter SPDR Gold Shares 20,000 shares (about $8.61M)EchoStar 65,000 shares (about $7.61M)Rocket Companies 399,700 shares (about $5.70M)Meta Platforms 8,020 shares (about $4.59M)GAMCO GLOBAL GOLD NAT RES & 32,370 shares (about $172.21K) 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 PortfolioSectorSATSEchoStar$18,145,850$7,609,550 â–¼-29.5%155,00010.5%Computer and TechnologyGOOGLAlphabet$17,454,8920.0%60,70010.1%Computer and TechnologyAMZNAmazon.com$16,765,735$3,748,860 â–²28.8%80,5009.7%Retail/WholesaleCSXCSX$10,570,3750.0%257,5006.1%TransportationMSFTMicrosoft$9,254,2500.0%25,0005.4%Computer and TechnologyMETAMeta Platforms$8,742,146$4,588,482 â–¼-34.4%15,2805.1%Computer and TechnologyUBERUber Technologies$8,271,9500.0%115,0004.8%Computer and TechnologyHONHoneywell International$7,911,050$7,911,050 â–²New Holding35,0004.6%Multi-Sector ConglomeratesSMSM Energy$7,483,200$7,483,200 â–²New Holding240,0004.3%EnergyTAT&T$7,383,7530.0%254,7004.3%Computer and TechnologyUSMUnited States Cellular$7,064,726$452,864 â–²6.8%153,1154.1%Computer and TechnologyOCOwens Corning$6,493,2000.0%60,0003.8%ConstructionGLDSPDR Gold Shares$6,454,350$8,605,800 â–¼-57.1%15,0003.7%FinanceLAM RESEARCH CORP$6,409,800$6,409,800 â–²New Holding30,0003.7%COM NEWBANCBanc of California$6,158,9770.0%350,3403.6%FinanceOLNOlin$6,094,650$6,094,650 â–²New Holding205,0003.5%Basic MaterialsFLAGSTAR BANK NATIONAL ASSOC$5,926,5000.0%450,0003.4%COM NEWWULFTeraWulf$5,163,054$5,163,054 â–²New Holding357,8003.0%FinanceECVTEcovyst$4,179,500$4,179,500 â–²New Holding325,0002.4%Basic MaterialsRKTRocket Companies$3,562,500$5,695,725 â–¼-61.5%250,0002.1%FinanceGBXGreenbrier Companies$2,722,479$2,722,479 â–²New Holding51,7091.6%TransportationGAMCO GLOBAL GOLD NAT RES &$96,611$172,208 â–¼-64.1%18,1600.1%COM SH BEN INTKINETIK HOLDINGS INC$0$4,326,000 â–¼-100.0%00.0%COM NEW CL AWAYSTAR HLDG CORP$0$1,637,500 â–¼-100.0%00.0%COMMCOMoody's$0$1,532,550 â–¼-100.0%00.0%FinanceCMECME Group$0$1,365,400 â–¼-100.0%00.0%FinanceMSCIMSCI$0$1,147,460 â–¼-100.0%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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