Argi Investment Services, LLC Top Holdings and 13F Report (2025) About Argi Investment Services, LLCInvestment ActivityArgi Investment Services, LLC has $1.51 billion in total holdings as of December 31, 2024.Argi Investment Services, LLC owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 44.00% of the portfolio was purchased this quarter.About 19.79% 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 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $515,037,163iShares 7-10 Year Treasury Bond ETF $228,469,375Schwab U.S. TIPS ETF $129,591,176SPDR Bloomberg Barclays International Treasury Bond ETF $98,270,685SPDR Gold Shares $82,951,802 Largest New Holdings this Quarter Vanguard S&P 500 ETF $515,037,163 HoldingVanguard Dividend Appreciation ETF $39,758,582 HoldingOLO $166,011 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 955,879 shares (about $515.04M)Schwab U.S. TIPS ETF 2,508,540 shares (about $64.80M)Vanguard Dividend Appreciation ETF 203,026 shares (about $39.76M)Vanguard FTSE Emerging Markets ETF 459,484 shares (about $20.24M)SPDR Bloomberg Barclays International Treasury Bond ETF 496,435 shares (about $10.62M) Largest Sales this Quarter VanEck Agribusiness ETF 107,311 shares (about $6.92M)iShares 20+ Year Treasury Bond ETF 76,384 shares (about $6.67M)iShares 1-3 Year Treasury Bond ETF 47,492 shares (about $3.89M)SPDR Gold Shares 8,267 shares (about $2.00M)FT Energy Income Partners Strategy ETF 24,250 shares (about $594.37K) 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$515,037,163$515,037,163 ▲New Holding955,87934.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$228,469,375$2,123,392 ▲0.9%2,471,27515.1%ETFSCHPSchwab U.S. TIPS ETF$129,591,176$64,795,588 ▲100.0%5,017,0808.6%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$98,270,685$10,618,744 ▲12.1%4,594,2356.5%FinanceGLDSPDR Gold Shares$82,951,802$2,001,689 ▼-2.4%342,5925.5%FinanceVTVanguard Total World Stock ETF$69,156,834$2,005,971 ▲3.0%588,6694.6%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$60,305,1250.0%3,053,4244.0%ETFEIPXFT Energy Income Partners Strategy ETF$58,837,848$594,367 ▼-1.0%2,400,5653.9%ETFPABUiShares Paris-Aligned Climate MSCI USA ETF$57,430,191$5,655,423 ▲10.9%882,9983.8%ETFEMLPFirst Trust North American Energy Infrastructure Fund$45,723,1930.0%1,282,5583.0%ETFVIGVanguard Dividend Appreciation ETF$39,758,582$39,758,582 ▲New Holding203,0262.6%ETFVWOVanguard FTSE Emerging Markets ETF$24,886,211$20,235,675 ▲435.1%565,0821.7%ETFTLTiShares 20+ Year Treasury Bond ETF$20,033,939$6,670,615 ▼-25.0%229,4051.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$18,794,900$3,893,394 ▼-17.2%229,2621.2%ManufacturingGOVTiShares U.S. Treasury Bond ETF$11,345,824$547,085 ▲5.1%493,7260.8%ETFMOOVanEck Agribusiness ETF$11,253,643$6,923,706 ▼-38.1%174,4210.7%ETFXLEEnergy Select Sector SPDR Fund$10,083,8100.0%117,7190.7%ETFVNQVanguard Real Estate ETF$8,354,9910.0%93,7920.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,464,490$1,747,882 ▲37.1%66,7130.4%FinanceVEAVanguard FTSE Developed Markets ETF$6,405,0110.0%133,9400.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,494,4160.0%63,0540.2%ETFIGOViShares International Treasury Bond ETF$2,009,174$968,261 ▲93.0%52,2950.1%ETFBSMBlack Stone Minerals$374,218$9,017 ▼-2.4%1660.0%Oils/EnergyOLOOLO$166,011$166,011 ▲New Holding21,6160.0%Computer and TechnologyBBJPJPMorgan BetaBuilders Japan ETF$0$147,975,033 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$129,818,364 ▼-100.0%00.0%FinanceNUDMNuShares ESG International Developed Markets Equity ETF$0$561,260 ▼-100.0%00.0%ETFShowing 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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