Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $122 Billion
  • Q3 2024

Investment Partners Asset Management, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.56B, Microsoft Corp with a value of $5.38B, J P Morgan Exchange Traded Fd with a value of $4.99B, Global X Variable Rate Preferr with a value of $3.66B, and Global X Fds S&P 500 Covered C with a value of $3.14B.

Examining the 13F form we can see an increase of $9.84B in the current position value, from $112B to 122B.

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 $122 Billion
ETFs: $44.3 Billion
Technology: $27.4 Billion
Financial Services: $14.5 Billion
Communication Services: $10.9 Billion
Healthcare: $4.44 Billion
Consumer Cyclical: $3.64 Billion
Utilities: $3.2 Billion
Consumer Defensive: $2.7 Billion
Other: $4.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.99 Billion 4.09% of portfolio
83,823
Q3 2024 Added 4.18%
$0
$3.66 Billion 3.0% of portfolio
152,293
Q3 2024 Added 5.06%
$0
$3.14 Billion 2.57% of portfolio
75,673
Q3 2024 Added 0.96%
$0
$2.3 Billion 1.89% of portfolio
127,766
Q3 2024 Added 1.34%
$0
$2.21 Billion 1.81% of portfolio
46,652
Q1 2024 Reduced 3.85%
$0
$1.7 Billion 1.39% of portfolio
16,756
Q3 2024 Added 3.03%
$0
$1.68 Billion 1.38% of portfolio
29,093
Q3 2024 Added 2.82%
$0
$1.68 Billion 1.37% of portfolio
101,222
Q3 2024 Reduced 0.21%
$0
$1.58 Billion 1.3% of portfolio
3,240
Q3 2024 Added 1.38%
$0
$1.42 Billion 1.16% of portfolio
38,781
Q3 2024 Added 6.12%
$0
$1.25 Billion 1.03% of portfolio
19,987
Q3 2024 Added 0.29%
$0
$1.12 Billion 0.92% of portfolio
69,583
Q3 2024 Reduced 6.15%
$3.65B
$1.11 Billion 0.91% of portfolio
44,108
Q3 2024 Added 0.37%
$0
$1 Billion 0.82% of portfolio
31,646
Q3 2024 Added 0.93%
$0
$933 Million 0.76% of portfolio
1,626
Q3 2024 Added 3.9%
$0
$892 Million 0.73% of portfolio
14,618
Q2 2024 Added 1.45%
$0
$838 Million 0.69% of portfolio
9,172
Q3 2024 Reduced 0.15%
$0
$830 Million 0.68% of portfolio
7,500
Q3 2024 Reduced 2.28%
$0
$759 Million 0.62% of portfolio
3,436
Q3 2024 Reduced 17.2%
$0
$710 Million 0.58% of portfolio
7,817
Q4 2023 New
$0
$690 Million 0.57% of portfolio
8,158
Q3 2024 Added 0.02%
$0
$674 Million 0.55% of portfolio
12,375
Q4 2023 New
$0
$673 Million 0.55% of portfolio
4,369
Q3 2024 Added 10.08%
$0
$658 Million 0.54% of portfolio
17,072
Q3 2024 Added 0.16%
$0
$661 Million 0.54% of portfolio
14,594
Q2 2024 Reduced 0.14%
$0
$651 Million 0.53% of portfolio
5,532
Q2 2024 Added 0.33%
$0
$649 Million 0.53% of portfolio
12,794
Q3 2024 Added 6.4%
$0
$572 Million 0.47% of portfolio
9,123
Q3 2024 Added 0.91%
$0
$568 Million 0.47% of portfolio
2,514
Q3 2024 Reduced 0.51%
$0
$558 Million 0.46% of portfolio
17,773
Q3 2024 Reduced 0.39%
$0
$550 Million 0.45% of portfolio
15,947
Q3 2024 Reduced 7.92%
$83.9B
$525 Million 0.43% of portfolio
2,161
Q2 2024 Reduced 6.93%
$0
$481 Million 0.39% of portfolio
11,693
Q3 2024 Reduced 4.05%
$0
$428 Million 0.35% of portfolio
1,624
Q4 2023 New
$0
$421 Million 0.35% of portfolio
996
Q3 2024 Reduced 0.1%
$0
$411 Million 0.34% of portfolio
4,326
Q3 2024 Reduced 0.23%
$0
$398 Million 0.33% of portfolio
2,662
Q2 2024 Added 1.41%
$0
$404 Million 0.33% of portfolio
8,714
Q3 2024 Added 7.34%
$0
$370 Million 0.3% of portfolio
3,228
Q4 2023 New
$0
$364 Million 0.3% of portfolio
3,111
Q3 2024 Reduced 0.1%
$0
$333 Million 0.27% of portfolio
7,406
Q1 2024 Reduced 11.9%
$0
$289 Million 0.24% of portfolio
2,922
Q3 2024 Added 1.07%
$0
$266 Million 0.22% of portfolio
1,830
Q3 2024 Reduced 5.28%
$0
$272 Million 0.22% of portfolio
2,713
Q3 2024 Added 0.07%
$0
$255 Million 0.21% of portfolio
7,542
Q2 2024 Reduced 0.82%
$0
$241 Million 0.2% of portfolio
2,517
Q3 2024 Reduced 0.63%
$0
$231 Million 0.19% of portfolio
1,704
Q1 2024 New
$0
$237 Million 0.19% of portfolio
1,200
Q4 2023 New
$0
$233 Million 0.19% of portfolio
3,253
Q1 2024 Reduced 21.67%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $122 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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