Investment Partners Asset Management, Inc. Incresed Positions in Q3 2024

Investment Partners Asset Management, Inc.

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
PFFV
Global X Variable Rate Preferr

Technology
7.33K
+ 5.06%
$23.2 - $24.27 $170K - $178K
152K $3.66B
ORCL
Oracle Corp

Technology
9
+ 0.12%
$125.9 - $170.35 $1.13K - $1.53K
7.56K $1.29B
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
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
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
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.2%
$194.9 - $224.8 $1.95K - $2.25K
4.97K $1.05B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
770
+ 6.4%
$50.25 - $50.74 $38.7K - $39.1K
12.8K $649M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.72%
$801.83 - $917.05 $4.81K - $5.5K
838 $743M
JPIE
J P Morgan Exchange Traded Fd
596
+ 7.34%
$45.17 - $46.39 $26.9K - $27.6K
8.71K $404M
AVGO
Broadcom Inc.

Technology
3.21K
+ 886.19%
$136.27 - $1745.86 $437K - $5.6M
3.57K $616M
SYK
Stryker Corp

Healthcare
50
+ 7.63%
$315.94 - $371.96 $15.8K - $18.6K
705 $255M
PHYS
Sprott Physical Gold Trust

Financial Services
250
+ 2.24%
$18.12 - $20.72 $4.53K - $5.18K
11.4K $233M
WRB
Berkley W R Corp

Financial Services
2.25K
+ 50.0%
$51.54 - $79.62 $116K - $179K
6.75K $383M
PG
Procter & Gamble CO

Consumer Defensive
48
+ 2.18%
$160.76 - $177.82 $7.72K - $8.54K
2.25K $389M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.52%
$3305.62 - $4268.05 $3.31K - $4.27K
67 $282M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
31
+ 1.07%
$90.87 - $102.43 $2.82K - $3.18K
2.92K $289M
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
Track This Portfolio

Track Investment Partners Asset Management, Inc. Portfolio

Follow Investment Partners Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Partners Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Partners Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email