Investment Partners Asset Management, Inc. Incresed Positions in Q4 2025

Investment Partners Asset Management, Inc.

  • $161 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.3K
+ 19.77%
$56.0 - $57.6 $971K - $998K
105K $6.01B
PFFA
Etfis Ser Tr I

ETFs
40.2K
+ 155.27%
$21.31 - $21.96 $856K - $883K
66.1K $1.42B
Pimco ETF Tr
29K
+ 27.55%
N/A
134K $3.59B
LLY
Eli Lilly & CO

Healthcare
448
+ 55.72%
$799.57 - $1025.28 $358K - $459K
1.25K $1.35B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7K
+ 35.68%
$102.72 - $103.6 $719K - $725K
26.6K $2.72B
BXSL
Blackstone Secured Lending Fund

Financial Services
18.3K
+ 97.24%
$25.02 - $27.16 $457K - $496K
37K $975M
PFFV
Global X Variable Rate Preferr

Technology
25.2K
+ 12.04%
$22.67 - $23.17 $571K - $583K
234K $5.21B
DGRO
Ishares Core Dividend Growth E

ETFs
4.13K
+ 33.53%
$66.93 - $69.17 $277K - $286K
16.5K $1.14B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3.4K
+ 8.2%
$39.09 - $41.28 $133K - $140K
44.9K $1.85B
JNJ
Johnson & Johnson

Healthcare
2
+ 0.03%
$185.98 - $199.58 $372 - $399
7.91K $1.64B
CRM
Salesforce, Inc.

Technology
28
+ 0.73%
$235.69 - $263.41 $6.6K - $7.38K
3.85K $1.02B
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$67.46 - $78.0 $135 - $156
13.2K $1.02B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.02K
+ 15.94%
$50.57 - $50.77 $102K - $103K
14.7K $744M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
587
+ 43.94%
$149.86 - $156.27 $88K - $91.7K
1.92K $298M
ASML
Asml Holding Nv

Technology
18
+ 2.59%
$936.19 - $1075.45 $16.9K - $19.4K
712 $762M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.12%
$82.49 - $92.93 $412 - $465
4.05K $426M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.52K
+ 9.92%
$61.61 - $63.45 $93.6K - $96.4K
16.8K $1.05B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
16
+ 0.49%
$101.39 - $114.39 $1.62K - $1.83K
3.27K $399M
ACWI
Ishares Msci Acwi ETF

ETFs
435
+ 28.88%
$135.71 - $142.56 $59K - $62K
1.94K $275M
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.18%
$141.95 - $152.82 $994 - $1.07K
3.94K $611M
Chimera Invt Corp
6.59K
+ 25.55%
N/A
32.4K $402M
ADI
Analog Devices Inc

Technology
15
+ 0.79%
$225.32 - $246.37 $3.38K - $3.7K
1.91K $517M
KO
Coca Cola CO

Consumer Defensive
50
+ 0.41%
$66.1 - $71.61 $3.3K - $3.58K
12.3K $863M
V
Visa Inc.

Financial Services
2
+ 0.06%
$325.75 - $352.42 $652 - $705
3.34K $1.17B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
519
+ 2.76%
$32.32 - $33.89 $16.8K - $17.6K
19.4K $647M
XLK
Technology Sector Spdr

ETFs
2.59K
+ 98.29%
$278.39 - $304.13 $720K - $786K
5.22K $751M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
157
+ 2.01%
$92.34 - $95.43 $14.5K - $15K
7.96K $750M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.39%
$293.81 - $310.11 $1.76K - $1.86K
1.56K $478M
JPHY
Jp Morgan High Yield Research

ETFs
556
+ 1.22%
N/A
46.1K $2.14B
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.47%
$4804.01 - $5424.55 $4.8K - $5.42K
69 $370M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
737
+ 3.22%
$23.57 - $24.85 $17.4K - $18.3K
23.6K $569M
FTNT
Fortinet, Inc.

Technology
318
+ 6.26%
$80.54 - $87.52 $25.6K - $27.8K
5.4K $429M
Brookfield Corp
1.51K
+ 49.98%
N/A
4.54K $208M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$475.68 - $513.11 $476 - $513
2.72K $1.37B
IGR
Cbre Global Real Estate Income Fund

Financial Services
26.6K
+ 16.69%
$4.79 - $5.16 $127K - $137K
186K $813M
KMI
Kinder Morgan, Inc.

Energy
363
+ 1.38%
$25.84 - $28.46 $9.38K - $10.3K
26.7K $735M
SYK
Stryker Corp

Healthcare
7
+ 0.79%
$353.81 - $388.35 $2.48K - $2.72K
896 $315M
WMB
Williams Companies, Inc.

Energy
50
+ 0.75%
$56.51 - $64.48 $2.83K - $3.22K
6.75K $406M
PANW
Palo Alto Networks Inc

Technology
39
+ 1.19%
$204.77 - $221.38 $7.99K - $8.63K
3.33K $613M
UBER
Uber Technologies, Inc

Technology
25
+ 0.65%
$91.62 - $100.1 $2.29K - $2.5K
3.9K $319M
SO
Southern CO

Utilities
2
+ 0.02%
$90.58 - $99.72 $181 - $199
10.1K $885M
VEEV
Veeva Systems Inc

Healthcare
10
+ 0.77%
$283.73 - $306.22 $2.84K - $3.06K
1.31K $292M
Ishares Bitcoin Trust ETF
590
+ 7.14%
N/A
8.86K $440M
ORCL
Oracle Corp

Technology
340
+ 4.0%
$217.57 - $313.0 $74K - $106K
8.85K $1.72B
Activity Summary
Buys All Purchases 58 New Holdings 13 Increased Positions 45 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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