Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q1 2025

Investment Partners Asset Management, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.07B, J P Morgan Exchange Traded Fd with a value of $4.92B, Microsoft Corp with a value of $4.73B, Global X Variable Rate Preferr with a value of $3.95B, and Global X Fds S&P 500 Covered C with a value of $3.12B.

Examining the 13F form we can see an increase of $1.26M in the current position value, from $127B to 127B.

Investment Partners Asset Management, Inc. is based out at Metuchen, NJ

Below you can find more details about Investment Partners Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $45 Billion
Technology: $27 Billion
Financial Services: $14.7 Billion
Communication Services: $10.7 Billion
Consumer Cyclical: $4.06 Billion
Healthcare: $3.77 Billion
Consumer Defensive: $3.28 Billion
Energy: $2.21 Billion
Other: $3.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$8.07 Billion 6.34% of portfolio
36,337
Q1 2025 Reduced 0.92%
$0
$4.92 Billion 3.87% of portfolio
86,190
Q1 2025 Added 1.22%
$2.95T
$4.73 Billion 3.71% of portfolio
12,595
Q1 2025 Reduced 1.18%
$0
$3.95 Billion 3.1% of portfolio
166,862
Q1 2025 Added 4.92%
$0
$3.12 Billion 2.45% of portfolio
79,089
Q1 2025 Added 2.03%
$271B
$2.75 Billion 2.16% of portfolio
25,362
Q1 2025 Added 11.08%
$957B
$2.71 Billion 2.13% of portfolio
17,534
Q1 2025 Added 1.39%
$1.25T
$2.61 Billion 2.05% of portfolio
4,521
Q1 2025 Added 3.13%
$197B
$2.39 Billion 1.87% of portfolio
84,351
Q1 2025 Reduced 0.91%
$217B
$2.25 Billion 1.77% of portfolio
9,048
Q1 2025 Reduced 0.48%
$0
$2.2 Billion 1.72% of portfolio
132,109
Q1 2025 Added 3.63%
$0
$2.13 Billion 1.67% of portfolio
46,226
Q1 2025 Reduced 1.14%
Pimco ETF Tr
-
$2.05 Billion 1.61% of portfolio
-
Q1 2025 Added 24.8%
$0
$1.93 Billion 1.52% of portfolio
4,124
Q1 2025 Added 29.44%
$1.88T
$1.93 Billion 1.51% of portfolio
10,142
Q1 2025 Added 9.95%
$0
$1.92 Billion 1.5% of portfolio
18,519
Q1 2025 Added 6.82%
$187B
$1.67 Billion 1.31% of portfolio
3,052
Q1 2025 Added 0.23%
$185B
$1.59 Billion 1.24% of portfolio
34,952
Q1 2025 Reduced 1.18%
Brookfield Renewable Corp
-
$1.52 Billion 1.2% of portfolio
-
Q1 2025 Added 10.02%
$0
$1.52 Billion 1.19% of portfolio
41,025
Q1 2025 Reduced 5.36%
$0
$1.5 Billion 1.17% of portfolio
27,311
Q1 2025 Reduced 10.7%
$4.59B
$1.42 Billion 1.11% of portfolio
47,542
Q1 2025 Added 7.54%
$718B
$1.38 Billion 1.09% of portfolio
5,642
Q1 2025 Added 1.88%
$979B
$1.39 Billion 1.09% of portfolio
8,928
Q1 2025 Added 0.96%
$379B
$1.33 Billion 1.05% of portfolio
9,524
Q1 2025 Added 9.5%
$0
$1.19 Billion 0.93% of portfolio
102,300
Q1 2025 Reduced 10.8%
$409B
$1.17 Billion 0.92% of portfolio
7,050
Q1 2025 Reduced 0.76%
$565B
$1.16 Billion 0.91% of portfolio
3,323
Q1 2025 Reduced 0.63%
$93.4B
$1.14 Billion 0.9% of portfolio
8,177
Q1 2025 Reduced 0.73%
$0
$1.14 Billion 0.9% of portfolio
19,616
Q1 2025 Reduced 1.28%
$0
$1.13 Billion 0.89% of portfolio
2,022
Q1 2025 Added 16.47%
$167B
$1.11 Billion 0.87% of portfolio
7,200
Q1 2025 Added 21.46%
$694B
$1.1 Billion 0.86% of portfolio
2,068
Q1 2025 Added 7.76%
$0
$1.09 Billion 0.86% of portfolio
109,606
Q1 2025 Reduced 0.18%
$0
$1.02 Billion 0.8% of portfolio
32,564
Q1 2025 Reduced 5.37%
$0
$1.02 Billion 0.8% of portfolio
67,559
Q1 2025 Added 35.42%
$0
$994 Million 0.78% of portfolio
16,109
Q1 2025 Added 7.31%
$100B
$932 Million 0.73% of portfolio
10,137
Q1 2025 Reduced 1.3%
$269B
$936 Million 0.73% of portfolio
3,489
Q1 2025 Added 1.31%
$0
$895 Million 0.7% of portfolio
173,392
Q1 2025 Reduced 8.56%
$0
$855 Million 0.67% of portfolio
9,125
Q1 2025 Reduced 1.98%
$37.7B
$835 Million 0.66% of portfolio
10,751
Q1 2025 Added 0.12%
$0
$846 Million 0.66% of portfolio
42,774
Q1 2025 Reduced 0.08%
$187B
$807 Million 0.63% of portfolio
5,385
Q1 2025 Added 35.37%
$440B
$786 Million 0.62% of portfolio
831
Q1 2025 Reduced 0.84%
$237B
$784 Million 0.62% of portfolio
12,704
Q1 2025 Reduced 14.2%
$0
$775 Million 0.61% of portfolio
7,015
Q1 2025 Reduced 4.3%
$314B
$779 Million 0.61% of portfolio
10,874
Q1 2025 Added 40.35%
$0
$768 Million 0.6% of portfolio
3,851
Q1 2025 Added 11.66%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $127 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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