Investment Partners Asset Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Investment Partners Asset Management, Inc. held in its portfolio 159 assets valued at $160,637,911 (i.e. $160.64M).
The most valuable assets in the portfolio included: APPLE INC ($9.57M), MICROSOFT CORP ($6.06M), and J P MORGAN EXCHANGE TRADED F ($6.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 159 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investment Partners Asset Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 35183 | 9564759 | COM |
| MICROSOFT CORP | 12524 | 6056664 | COM |
| J P MORGAN EXCHANGE TRADED F | 104990 | 6009619 | EQUITY PREMIUM |
| ALPHABET INC | 17429 | 5455174 | CAP STK CL A |
| GLOBAL X FDS | 234301 | 5206177 | RATE PREFERRED |
| NVIDIA CORPORATION | 24304 | 4532696 | COM |
| NEOS ETF TRUST | 70535 | 3705204 | NEOS S&P 500 HI |
| PIMCO ETF TR | 134465 | 3587526 | MULTISECTOR BD |
| J P MORGAN EXCHANGE TRADED F | 54324 | 3157311 | NASDAQ EQT PREM |
| META PLATFORMS INC | 4487 | 2961824 | CL A |
| ISHARES TR | 26606 | 2724188 | 0-5 YR TIPS ETF |
| INTERNATIONAL BUSINESS MACHS | 9034 | 2675961 | COM |
| GOLDMAN SACHS GROUP INC | 3037 | 2669523 | COM |
| ALPHABET INC | 8295 | 2602972 | CAP STK CL C |
| INVESCO QQQ TR | 4236 | 2602108 | UNIT SER 1 |
| AMAZON COM INC | 10020 | 2312816 | COM |
| J P MORGAN EXCHANGE TRADED F | 46056 | 2141604 | BETABUILDERS USD |
| AT&T INC | 83228 | 2067384 | COM |
| ETFS GOLD TR | 48147 | 1977879 | PHYSCL GOLD SHS |
| JPMORGAN CHASE & CO. | 5890 | 1897876 | COM |
| PACER FDS TR | 44924 | 1851767 | GLOBL CASH ETF |
| ORACLE CORP | 8847 | 1724369 | COM |
| PACER FDS TR | 28449 | 1711789 | US CASH COWS 100 |
| JOHNSON & JOHNSON | 7909 | 1636754 | COM |
| BROOKFIELD RENEWABLE CORP | 41263 | 1582023 | CL A EX SUB VTG |
| ETFIS SER TR I | 66076 | 1423933 | VIRTUS INFRCAP |
| T ROWE PRICE ETF INC | 28308 | 1411154 | ULTRA SHRT TRM |
| SPDR S&P 500 ETF TR | 2046 | 1395208 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 2718 | 1366203 | CL B NEW |
| QUALCOMM INC | 7962 | 1361842 | COM |
| VERIZON COMMUNICATIONS INC | 33187 | 1351713 | COM |
| ELI LILLY & CO | 1252 | 1345499 | COM |
| VANECK ETF TRUST | 94373 | 1338209 | BDC INCOME ETF |
| ARES CAPITAL CORP | 64976 | 1314457 | COM |
| J P MORGAN EXCHANGE TRADED F | 23508 | 1228042 | INTL HDGD EQT LA |
| WHEATON PRECIOUS METALS CORP | 10241 | 1203522 | COM |
| BLACKSTONE INC | 7719 | 1189807 | COM |
| VISA INC | 3337 | 1170319 | COM CL A |
| ISHARES TR | 16463 | 1142867 | CORE DIV GRWTH |
| ISHARES INC | 16833 | 1077985 | MSCI EMERG MRKT |
| MORGAN STANLEY ETF TRUST | 20765 | 1069398 | EATON VANCE TOTA |
| PACER FDS TR | 27402 | 1059909 | DEVELOPED MRKT |
| INVESCO EXCH TRADED FD TR II | 16839 | 1050211 | S&P MIDCP LOW |
| BROADCOM INC | 2981 | 1031724 | COM |
| MICRON TECHNOLOGY INC | 3600 | 1027476 | COM |
| SALESFORCE INC | 3848 | 1019374 | COM |
| CISCO SYS INC | 13204 | 1017072 | COM |
| BLACKSTONE SECD LENDING FD | 37028 | 974947 | COMMON STOCK |
| ABRDN GLOBAL DYNAMIC DIVIDEN | 82605 | 963174 | COM |
| GE AEROSPACE | 2963 | 912741 | COM NEW |
| ISHARES TR | 3625 | 892330 | RUSSELL 2000 ETF |
| SOUTHERN CO | 10144 | 884532 | COM |
| COCA COLA CO | 12346 | 863109 | COM |
| FIRST TR EXCH TRADED FD III | 43659 | 846548 | INSTL PFD SECS |
| SELECT SECTOR SPDR TR | 15347 | 840555 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 18377 | 836726 | INTL SCEQT ETF |
| CBRE GBL REAL ESTATE INC FD | 185603 | 812941 | COM |
| ASML HOLDING N V | 712 | 761740 | N Y REGISTRY SHS |
| SELECT SECTOR SPDR TR | 5215 | 750804 | STATE STREET TEC |
| ISHARES TR | 7962 | 749713 | MSCI USA MIN VOL |
| J P MORGAN EXCHANGE TRADED F | 14713 | 744331 | ULTRA SHRT ETF |
| KINDER MORGAN INC DEL | 26748 | 735315 | COM |
| LAM RESEARCH CORP | 4255 | 728371 | COM NEW |
| ACCENTURE PLC IRELAND | 2646 | 709922 | SHS CLASS A |
| SPDR GOLD TR | 1748 | 692750 | GOLD SHS |
| ISHARES TR | 5549 | 674814 | CORE HIGH DV ETF |
| COSTCO WHSL CORP NEW | 777 | 670038 | COM |
| EXXON MOBIL CORP | 5472 | 658500 | COM |
| WISDOMTREE TR | 19354 | 647391 | US SMALLCAP DIVD |
| PEPSICO INC | 4411 | 633067 | COM |
| ISHARES TR | 2942 | 631618 | US AER DEF ETF |
| PALO ALTO NETWORKS INC | 3328 | 613018 | COM |
| SELECT SECTOR SPDR TR | 3944 | 610531 | STATE STREET HEA |
| FIRST TR EXCHANGE-TRADED FD | 12350 | 607003 | FT VEST S&P 500 |
| WALMART INC | 5427 | 604632 | COM |
| TORTOISE CAPITAL SERIES TRUS | 17101 | 603561 | NORTH AMERN PIPE |
| GSK PLC | 12049 | 590883 | SPONSORED ADR |
| ISHARES TR | 5275 | 581041 | TRUST ISHARE 0-1 |
| COHEN & STEERS INFRASTRUCTUR | 23600 | 568996 | COM |
| CALAMOS ETF TR | 21168 | 566752 | RUSSELL 2000 STR |
| GOLDMAN SACHS ETF TR | 5441 | 543774 | ACCES TREASURY |
| NUVEEN S&P 500 BUY-WRITE INC | 36709 | 539622 | COM |
| GE VERNOVA INC | 807 | 527431 | COM |
| GLOBAL X FDS | 10841 | 518114 | US INFR DEV ETF |
| ANALOG DEVICES INC | 1907 | 517178 | COM |
| PGIM HIGH YIELD BOND FUND IN | 35180 | 509055 | COM |
| ADOBE INC | 1450 | 507486 | COM |
| ABBVIE INC | 2201 | 502994 | COM |
| BRISTOL-MYERS SQUIBB CO | 9297 | 501480 | COM |
| AUTOMATIC DATA PROCESSING IN | 1940 | 499026 | COM |
| SPDR DOW JONES INDL AVERAGE | 1034 | 496909 | UT SER 1 |
| AMPLIFY ETF TR | 6158 | 494918 | AMPLIFY CYBERSEC |
| DUKE ENERGY CORP NEW | 4178 | 489703 | COM NEW |
| MCDONALDS CORP | 1563 | 477700 | COM |
| BERKLEY W R CORP | 6750 | 473310 | COM |
| MERCADOLIBRE INC | 229 | 461266 | COM |
| BLACKROCK ENHANCED EQUITY DI | 47389 | 449248 | COM |
| ISHARES BITCOIN TRUST ETF | 8858 | 439800 | SHS BEN INT |
| CHUBB LIMITED | 1375 | 429165 | COM |
| FORTINET INC | 5397 | 428576 | COM |
| PROCTER AND GAMBLE CO | 2974 | 426255 | COM |
| MERCK & CO INC | 4047 | 425985 | COM |
| VANECK ETF TRUST | 4085 | 421449 | PHARMACEUTCL ETF |
| SCHWAB STRATEGIC TR | 17499 | 420676 | INTL EQTY ETF |
| NOVO-NORDISK A S | 8029 | 408516 | ADR |
| WILLIAMS COS INC | 6749 | 405682 | COM |
| BLACKROCK RES & COMMODITIES | 36913 | 405305 | SHS |
| CHIMERA INVT CORP | 32372 | 402384 | COM SHS |
| SPDR SERIES TRUST | 3273 | 399077 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 14435 | 395955 | US DIVIDEND EQ |
| WISDOMTREE TR | 7406 | 392962 | EUROPE HEDGED EQ |
| STRATEGY INC | 2559 | 388840 | CL A NEW |
| ISHARES TR | 3193 | 383694 | CORE S&P SCP ETF |
| ISHARES INC | 3228 | 383325 | MSCI GBL MIN VOL |
| J P MORGAN EXCHANGE TRADED F | 8224 | 380689 | INCOME ETF |
| CENTRAL & EASTERN EUROPE FD | 21292 | 376868 | COM |
| BOOKING HOLDINGS INC | 69 | 369518 | COM |
| VANGUARD INDEX FDS | 1271 | 368870 | MID CAP ETF |
| VANGUARD INDEX FDS | 581 | 364363 | S&P 500 ETF SHS |
| MORGAN STANLEY | 2000 | 355060 | COM NEW |
| SPROTT ASSET MANAGEMENT LP | 10019 | 330827 | PHYSICAL GOLD TR |
| CHEVRON CORP NEW | 2152 | 328053 | COM |
| VANGUARD ADMIRAL FDS INC | 2938 | 326000 | SMLLCP 600 IDX |
| BROOKFIELD INFRASTRUCTURE CO | 7176 | 325790 | COM SUB VTG A |
| CALAMOS ETF TR | 12012 | 324253 | NASDAQ 100 STRUC |
| GLOBAL X FDS | 6974 | 323384 | ADAPTIVE US |
| UBER TECHNOLOGIES INC | 3898 | 318506 | COM |
| ISHARES TR | 2572 | 317025 | S&P 500 GRWT ETF |
| STRYKER CORPORATION | 896 | 314917 | COM |
| BLACKROCK ETF TRUST | 4954 | 301253 | ISHARES US EQUIT |
| GOLDMAN SACHS ETF TR | 1923 | 297873 | HEDGE IND ETF |
| FIRST TR EXCHANGE-TRADED FD | 3219 | 297795 | CAP STRENGTH ETF |
| VEEVA SYS INC | 1310 | 292431 | CL A COM |
| WILLIAMS SONOMA INC | 1624 | 290030 | COM |
| GOLDMAN SACHS BDC INC | 30497 | 283016 | SHS |
| DOMINION ENERGY INC | 4729 | 277072 | COM |
| ISHARES TR | 1941 | 274632 | MSCI ACWI ETF |
| SHOPIFY INC | 1677 | 269947 | CL A SUB VTG SHS |
| VANECK ETF TRUST | 9024 | 264990 | FALLEN ANGEL HG |
| ISHARES INC | 6186 | 262905 | MSCI GERMANY ETF |
| ISHARES TR | 1200 | 254484 | S&P 500 VAL ETF |
| AMERICA MOVIL SAB DE CV | 12247 | 253145 | SPON ADS RP CL B |
| CNX RES CORP | 6866 | 252463 | COM |
| CARLYLE GROUP INC | 4253 | 251395 | COM |
| RTX CORPORATION | 1364 | 250158 | COM |
| SELECT SECTOR SPDR TR | 1608 | 249433 | STATE STREET IND |
| VANGUARD INDEX FDS | 502 | 244906 | GROWTH ETF |
| ROYAL GOLD INC | 1092 | 242741 | COM |
| AFFILIATED MANAGERS GROUP IN | 836 | 241002 | COM |
| INVESCO EXCH TRADED FD TR II | 3253 | 232329 | S&P500 LOW VOL |
| CALAMOS ETF TR | 8437 | 227243 | S&P 500 STRUCTRD |
| ISHARES TR | 8162 | 220010 | LARGE CAP MAX BU |
| INTUITIVE SURGICAL INC | 372 | 210686 | COM NEW |
| BROOKFIELD CORP | 4540 | 208341 | CL A LTD VT SH |
| ISHARES TR | 10503 | 172564 | GL CLEAN ENE ETF |
| TIDAL TRUST II | 11591 | 169345 | YIELDMAX NVDA |
| EATON VANCE TAX-MANAGED GLOB | 11184 | 106584 | COM |
| DNP SELECT INCOME FD INC | 10000 | 99900 | COM |
| BLACKROCK ENHANCED INTL DIV | 12580 | 73970 | COM BENE INTER |
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