Investment Partners Asset Management, Inc. Purchases in Q3 2024

Investment Partners Asset Management, Inc.

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Calamos ETF Tr
20.3K
New
N/A
20.3K $511M
AMD
Advanced Micro Devices Inc

Technology
2.92K
New
$128.67 - $183.96 $376K - $537K
2.92K $479M
IBM
International Business Machines Corp

Technology
207
+ 2.39%
$175.1 - $223.38 $36.2K - $46.2K
8.87K $1.96B
META
Meta Platforms, Inc.

Communication Services
273
+ 6.51%
$453.41 - $572.44 $124K - $156K
4.47K $2.56B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.36K
+ 4.18%
$54.98 - $59.51 $185K - $200K
83.8K $4.99B
Calamos ETF Tr
11.8K
New
N/A
11.8K $288M
PFFV
Global X Variable Rate Preferr

Technology
7.33K
+ 5.06%
$23.2 - $24.27 $170K - $178K
152K $3.66B
CNX
Cnx Resources Corp

Energy
6.87K
New
$24.01 - $32.57 $165K - $224K
6.87K $224M
ORCL
Oracle Corp

Technology
9
+ 0.12%
$125.9 - $170.35 $1.13K - $1.53K
7.56K $1.29B
ISRG
Intuitive Surgical Inc

Healthcare
433
New
$416.14 - $494.01 $180K - $214K
433 $213M
VUG
Vanguard Growth ETF

ETFs
543
New
$341.08 - $391.94 $185K - $213K
543 $208M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.8K
New
$66.31 - $74.08 $186K - $208K
2.8K $206M
CG
Carlyle Group Inc.

Financial Services
4.7K
New
$37.24 - $49.74 $175K - $234K
4.7K $202M
A
Agilent Technologies, Inc.

Healthcare
1.36K
New
$125.42 - $148.48 $171K - $202K
1.36K $202M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21.7K
+ 26.79%
$13.62 - $15.59 $295K - $338K
103K $1.41B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.24K
+ 6.12%
$33.88 - $36.77 $75.7K - $82.2K
38.8K $1.42B
JNJ
Johnson & Johnson

Healthcare
381
+ 5.45%
$145.48 - $167.38 $55.4K - $63.8K
7.37K $1.19B
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 27.66%
$66.91 - $81.4 $83.2K - $101K
5.74K $463M
SO
Southern CO

Utilities
246
+ 2.42%
$77.0 - $90.52 $18.9K - $22.3K
10.4K $937M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
797
+ 2.82%
$53.41 - $57.9 $42.6K - $46.1K
29.1K $1.68B
VZ
Verizon Communications Inc

Communication Services
110
+ 0.31%
$38.89 - $45.0 $4.28K - $4.95K
36K $1.62B
SGOL
Abrdn Gold ETF Trust

ETFs
163
+ 0.37%
$22.26 - $25.51 $3.63K - $4.16K
44.1K $1.11B
PEP
Pepsico Inc

Consumer Defensive
672
+ 23.37%
$161.9 - $179.3 $109K - $120K
3.55K $603M
WPM
Wheaton Precious Metals Corp.

Basic Materials
529
+ 5.15%
$52.04 - $64.22 $27.5K - $34K
10.8K $660M
EEMV
Ishares Msci Emerging Markets

ETFs
58
+ 0.29%
$56.77 - $63.31 $3.29K - $3.67K
20K $1.25B
XYLD
Global X Fds S&P 500 Covered C

ETFs
718
+ 0.96%
$38.49 - $41.61 $27.6K - $29.9K
75.7K $3.14B
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 3.57%
$1591.44 - $2140.1 $12.7K - $17.1K
232 $476M
CSCO
Cisco Systems, Inc.

Technology
419
+ 2.91%
$44.74 - $53.22 $18.7K - $22.3K
14.8K $788M
ZYXI
Zynex Inc

Healthcare
11.7K
New
$7.19 - $10.31 $84.3K - $121K
11.7K $95.7M
FTNT
Fortinet, Inc.

Technology
335
+ 8.41%
$55.39 - $77.55 $18.6K - $26K
4.32K $335M
XLV
Select Sector Spdr Fund Health

ETFs
400
+ 10.08%
$143.3 - $157.24 $57.3K - $62.9K
4.37K $673M
V
Visa Inc.

Financial Services
215
+ 7.77%
$253.74 - $291.56 $54.6K - $62.7K
2.98K $820M
ACN
Accenture PLC

Technology
18
+ 1.11%
$295.44 - $355.81 $5.32K - $6.4K
1.63K $578M
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 3.02%
$245.82 - $304.51 $10.8K - $13.4K
1.5K $457M
ADP
Automatic Data Processing Inc

Industrials
24
+ 1.19%
$233.44 - $279.45 $5.6K - $6.71K
2.04K $565M
SPY
Spdr S&P 500 ETF Trust

ETFs
61
+ 3.9%
$517.38 - $573.86 $31.6K - $35K
1.63K $933M
IAC
Iac/Inter Active Corp

Communication Services
185
+ 1.82%
$45.12 - $54.7 $8.35K - $10.1K
10.4K $558M
MSTR
Microstrategy Inc

Technology
2.34K
+ 900.0%
$114.3 - $1800.09 $267K - $4.21M
2.6K $438M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
492
+ 3.03%
$98.99 - $101.51 $48.7K - $49.9K
16.8K $1.7B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.69K
+ 1.34%
$16.42 - $18.12 $27.7K - $30.6K
128K $2.3B
KO
Coca Cola CO

Consumer Defensive
150
+ 2.2%
$62.69 - $73.01 $9.4K - $11K
6.96K $500M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
175
+ 0.81%
$36.98 - $41.55 $6.47K - $7.27K
21.7K $894M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.55K
+ 25.15%
$49.83 - $62.75 $77.2K - $97.2K
7.71K $444M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.02%
$77.02 - $85.06 $154 - $170
8.16K $690M
SCHC
Schwab Strategic Tr Intl Small

ETFs
27
+ 0.16%
$34.48 - $38.87 $931 - $1.05K
17.1K $658M
DGRO
Ishares Core Dividend Growth E

ETFs
82
+ 0.91%
$57.47 - $62.76 $4.71K - $5.15K
9.12K $572M
Gsk PLC
344
+ 2.26%
N/A
15.6K $636M
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 1.38%
$434.77 - $502.96 $19.1K - $22.1K
3.24K $1.58B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
292
+ 0.93%
$29.08 - $31.84 $8.49K - $9.3K
31.6K $1B
Activity Summary
Buys All Purchases 73 New Holdings 12 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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