Investment Partners Asset Management, Inc. Top Holdings and 13F Report (2025) About Investment Partners Asset Management, Inc.Investment ActivityInvestment Partners Asset Management, Inc. has $127.41 million in total holdings as of December 31, 2024.Investment Partners Asset Management, Inc. owns shares of 150 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 7.47% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Investment Partners Asset Management, Inc. has purchased 143 new stocks and bought additional shares in 54 stocks.Investment Partners Asset Management, Inc. sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $9,184,309Microsoft $5,371,827JPMorgan Equity Premium Income ETF $4,898,546Global X Variable Rate Preferred ETF $3,748,558Alphabet $3,273,522 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $1,618,730 HoldingBROOKFIELD RENEWABLE CORP $1,372,406 HoldingLAM RESEARCH CORP $299,538 HoldingLululemon Athletica $275,335 HoldingiShares Investment Grade Corporate Bond BuyWrite Strategy ETF $224,503 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 62,451 shares (about $1.62M)BROOKFIELD RENEWABLE CORP 49,617 shares (about $1.37M)Schwab International Equity ETF 21,065 shares (about $389.70K)Schwab US Dividend Equity ETF 13,190 shares (about $360.36K)LAM RESEARCH CORP 4,147 shares (about $299.54K) Largest Sales this Quarter Global X Russell 2000 Covered Call ETF 19,696 shares (about $321.83K)NVIDIA 1,435 shares (about $192.71K)Blackstone 483 shares (about $83.28K)First Trust Capital Strength ETF 807 shares (about $70.87K)Health Care Select Sector SPDR Fund 500 shares (about $68.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Partners Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,184,309$20,284 ▼-0.2%36,6767.2%Computer and TechnologyMSFTMicrosoft$5,371,827$103,264 ▲2.0%12,7454.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$4,898,546$76,227 ▲1.6%85,1483.8%ETFPFFVGlobal X Variable Rate Preferred ETF$3,748,558$158,800 ▲4.4%159,0302.9%ETFGOOGLAlphabet$3,273,522$96,920 ▲3.1%17,2932.6%Computer and TechnologyXYLDGlobal X S&P 500 Covered Call ETF$3,247,920$77,222 ▲2.4%77,5162.5%ETFNVDANVIDIA$3,066,244$192,706 ▼-5.9%22,8332.4%Computer and TechnologyMETAMeta Platforms$2,566,876$49,183 ▼-1.9%4,3842.0%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$2,322,808$5,083 ▼-0.2%127,4871.8%ManufacturingBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$2,154,655$4,931 ▲0.2%46,7591.7%ETFAMZNAmazon.com$2,023,653$2,633 ▲0.1%9,2241.6%Retail/WholesaleIBMInternational Business Machines$1,998,694$48,582 ▲2.5%9,0921.6%Computer and TechnologyTAT&T$1,938,3650.0%85,1281.5%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,744,102$58,449 ▲3.5%17,3371.4%ETFGSThe Goldman Sachs Group$1,743,6280.0%3,0451.4%FinanceBIZDVanEck BDC Income ETF$1,730,169$46,847 ▲2.8%104,0391.4%ETFCOWZPacer US Cash Cows 100 ETF$1,727,277$84,099 ▲5.1%30,5821.4%ETFGOOGAlphabet$1,683,968$1,333 ▼-0.1%8,8431.3%Computer and TechnologyQQQInvesco QQQ$1,628,779$27,606 ▼-1.7%3,1861.3%FinancePYLDPIMCO Multi Sector Bond Active ETF$1,618,730$1,618,730 ▲New Holding62,4511.3%ETFGCOWPacer Global Cash Cows Dividend ETF$1,462,562$154,091 ▲11.8%43,3481.1%ETFORCLOracle$1,449,435$190,470 ▲15.1%8,6981.1%Computer and TechnologyBXBlackstone$1,420,224$83,279 ▼-5.5%8,2371.1%FinanceVZVerizon Communications$1,414,449$25,634 ▼-1.8%35,3701.1%Computer and TechnologyGSBDGoldman Sachs BDC$1,387,763$146,180 ▲11.8%114,6911.1%FinanceBROOKFIELD RENEWABLE CORP$1,372,406$1,372,406 ▲New Holding49,6171.1%CL A EX SUB VTGJPMJPMorgan Chase & Co.$1,327,514$137,114 ▲11.5%5,5381.0%FinanceMRKMerck & Co., Inc.$1,173,679$71,229 ▲6.5%11,7980.9%MedicalEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,152,261$6,785 ▼-0.6%19,8700.9%ETFCRMSalesforce$1,151,433$669 ▼-0.1%3,4440.9%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$1,107,435$2,530 ▲0.2%44,2090.9%ETFAGDAbrdn Global Dynamic Dividend Fund$1,076,099$17,003 ▼-1.6%109,8060.8%Financial ServicesVVisa$1,056,838$114,723 ▲12.2%3,3440.8%Business ServicesJNJJohnson & Johnson$1,027,361$38,757 ▼-3.6%7,1040.8%MedicalSPYSPDR S&P 500 ETF Trust$1,017,629$64,481 ▲6.8%1,7360.8%FinanceICOWPacer Developed Markets International Cash Cows 100 ETF$1,004,515$80,769 ▲8.7%34,4130.8%ETFKMIKinder Morgan$946,130$30,798 ▲3.4%34,5300.7%Oils/EnergyXMLVInvesco S&P MidCap Low Volatility ETF$913,030$23,963 ▲2.7%15,0120.7%ETFIGRCBRE Global Real Estate Income Fund$912,077$13,189 ▼-1.4%189,6210.7%Financial ServicesQCOMQUALCOMM$910,650$15,055 ▼-1.6%5,9280.7%Computer and TechnologyCSCOCisco Systems$876,558$118 ▲0.0%14,8070.7%Computer and TechnologyBRK.BBerkshire Hathaway$869,844$453 ▲0.1%1,9190.7%FinanceSOSouthern$845,455$10,290 ▼-1.2%10,2700.7%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$826,549$12,164 ▲1.5%9,3090.6%ETFAVGOBroadcom$825,350$2,318 ▼-0.3%3,5600.6%Computer and TechnologyRYLDGlobal X Russell 2000 Covered Call ETF$815,158$321,834 ▼-28.3%49,8870.6%ETFSHViShares Short Treasury Bond ETF$807,106$18,719 ▼-2.3%7,3300.6%ETFSCHFSchwab International Equity ETF$791,985$389,703 ▲96.9%42,8100.6%ETFCOSTCostco Wholesale$767,8340.0%8380.6%Retail/WholesaleIWMiShares Russell 2000 ETF$762,091$2,872 ▲0.4%3,4490.6%FinanceXLFFinancial Select Sector SPDR Fund$704,120$1,208 ▼-0.2%14,5690.6%ETFMSTRMicroStrategy$686,110$66,902 ▼-8.9%2,3690.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$642,419$2,015 ▼-0.3%12,7540.5%ETFHDViShares Core High Dividend ETF$637,412$16,390 ▲2.6%5,6780.5%ETFXOMExxon Mobil$633,0490.0%5,8850.5%Oils/EnergyBXSLBlackstone Secured Lending Fund$624,520$33,085 ▲5.6%19,3290.5%FinanceKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$621,3490.0%12,3750.5%ETFFTCSFirst Trust Capital Strength ETF$615,618$70,871 ▼-10.3%7,0100.5%ETFSCHCSchwab International Small-Cap Equity ETF$608,383$22,314 ▲3.8%17,7220.5%ETFPEPPepsiCo$604,895$65,538 ▲12.2%3,9780.5%Consumer StaplesACNAccenture$604,727$29,902 ▲5.2%1,7190.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$604,357$44,776 ▲8.0%9,8530.5%ETFWPMWheaton Precious Metals$603,905$3,656 ▼-0.6%10,7380.5%Basic MaterialsTPYPTortoise North American Pipeline Fund$598,041$7,841 ▼-1.3%17,5430.5%ETFADPAutomatic Data Processing$585,753$11,709 ▼-2.0%2,0010.5%Business ServicesXLKTechnology Select Sector SPDR Fund$584,5550.0%2,5140.5%ETFSCHDSchwab US Dividend Equity ETF$583,237$360,357 ▲161.7%21,3480.5%ETFGSKGSK$568,244$42,038 ▲8.0%16,8020.4%MedicalDESWisdomTree U.S. SmallCap Dividend Fund$550,184$2,405 ▲0.4%16,0170.4%FinanceBMYBristol-Myers Squibb$537,2070.0%9,4980.4%MedicalBXMXNuveen S&P 500 Buy-Write Income Fund$532,445$48,014 ▼-8.3%38,0590.4%Financial ServicesXLVHealth Care Select Sector SPDR Fund$532,258$68,785 ▼-11.4%3,8690.4%ETFUTFCohen & Steers Infrastructure Fund$520,226$5,121 ▼-1.0%21,6400.4%Financial ServicesPANWPalo Alto Networks$517,494$260,203 ▲101.1%2,8440.4%Computer and TechnologyCALAMOS ETF TR$516,4470.0%20,2610.4%RUSSELL 2000 STRGLDSPDR Gold Shares$503,630$19,613 ▼-3.7%2,0800.4%FinanceAMDAdvanced Micro Devices$493,186$140,600 ▲39.9%4,0830.4%Computer and TechnologyKOCoca-Cola$482,390$49,310 ▲11.4%7,7480.4%Consumer StaplesWMTWalmart$481,356$36,951 ▼-7.1%5,3280.4%Retail/WholesaleISDPGIM High Yield Bond Fund$480,1680.0%35,1000.4%Financial ServicesCVXChevron$466,303$116,612 ▲33.3%3,2190.4%Oils/EnergyCMGChipotle Mexican Grill$464,8530.0%7,7090.4%Retail/WholesaleAMPLIFY ETF TR$462,434$117,322 ▲34.0%6,2080.4%AMPLIFY CYBERSECGEGeneral Electric$459,0240.0%2,7520.4%TransportationPGProcter & Gamble$458,228$81,317 ▲21.6%2,7330.4%Consumer StaplesPAVEGlobal X U.S. Infrastructure Development ETF$457,888$14,628 ▼-3.1%11,3310.4%ETFMUMicron Technology$452,0230.0%5,3710.4%Computer and TechnologyDUKDuke Energy$450,1380.0%4,1780.4%UtilitiesITAiShares U.S. Aerospace & Defense ETF$440,701$53,779 ▲13.9%3,0320.3%ETFMCDMcDonald's$437,154$2,319 ▲0.5%1,5080.3%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$425,926$2,128 ▲0.5%1,0010.3%FinanceRYLGGlobal X Russell 2000 Covered Call & Growth ETF$423,053$199,053 ▲88.9%18,7560.3%ETFIACIAC$420,615$26,488 ▼-5.9%9,7500.3%Multi-Sector ConglomeratesWMBWilliams Companies$407,3610.0%7,5270.3%Oils/EnergyABBVAbbVie$406,1130.0%2,2850.3%MedicalVOVanguard Mid-Cap ETF$402,006$26,941 ▼-6.3%1,5220.3%ETFBDJBlackRock Enhanced Equity Dividend Trust$399,220$22,323 ▼-5.3%48,2150.3%Financial ServicesFTNTFortinet$398,422$9,637 ▼-2.4%4,2170.3%Computer and TechnologyWRBW. R. Berkley$395,0100.0%6,7500.3%FinanceMELIMercadoLibre$394,5020.0%2320.3%Retail/WholesaleShowing 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. 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