Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $152 Billion
  • Q3 2025

Investment Partners Asset Management, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.04B, Microsoft Corp with a value of $6.55B, J P Morgan Exchange Traded Fd with a value of $5.01B, Global X Variable Rate Preferr with a value of $4.83B, and Nvidia Corp with a value of $4.64B.

Examining the 13F form we can see an increase of $8.02B in the current position value, from $144B to 152B.

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 $152 Billion
ETFs: $48.2 Billion
Technology: $35.3 Billion
Financial Services: $16.8 Billion
Communication Services: $13.7 Billion
Consumer Cyclical: $4.42 Billion
Healthcare: $4.08 Billion
Consumer Defensive: $3.27 Billion
Energy: $2.35 Billion
Other: $5.11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.04 Billion 5.96% of portfolio
35,507
Q3 2025 Reduced 1.22%
$3.78T
$6.55 Billion 4.32% of portfolio
12,652
Q3 2025 Reduced 0.49%
$465B
$4.64 Billion 3.06% of portfolio
24,883
Q3 2025 Reduced 2.78%
$1.65T
$4.39 Billion 2.89% of portfolio
18,067
Q3 2025 Reduced 0.92%
$1.37T
$3.31 Billion 2.18% of portfolio
4,508
Q3 2025 Reduced 2.21%
$266B
$2.55 Billion 1.68% of portfolio
9,046
Q3 2025 Added 1.41%
$265B
$2.42 Billion 1.59% of portfolio
3,037
Q3 2025 Reduced 0.52%
$593B
$2.39 Billion 1.58% of portfolio
8,507
Q3 2025 Reduced 9.19%
$181B
$2.36 Billion 1.55% of portfolio
83,468
Q3 2025 Reduced 0.86%
$2.39T
$2.2 Billion 1.45% of portfolio
10,025
Q3 2025 Reduced 1.24%
$1.74T
$2.08 Billion 1.37% of portfolio
8,553
Q3 2025 Reduced 1.53%
$881B
$1.87 Billion 1.23% of portfolio
5,917
Q3 2025 Reduced 1.53%
$172B
$1.53 Billion 1.01% of portfolio
34,709
Q3 2025 Reduced 0.18%
$522B
$1.47 Billion 0.97% of portfolio
7,907
Q3 2025 Reduced 2.31%
$0
$1.46 Billion 0.96% of portfolio
109,266
Q3 2025 Reduced 0.13%
$662B
$1.37 Billion 0.9% of portfolio
2,717
Q3 2025 Added 12.51%
$98.1B
$1.33 Billion 0.87% of portfolio
7,769
Q3 2025 Reduced 0.82%
$47.1B
$1.18 Billion 0.78% of portfolio
10,543
Q3 2025 Reduced 1.52%
$533B
$1.14 Billion 0.75% of portfolio
3,335
Q3 2025 Reduced 8.33%
$139B
$988 Million 0.65% of portfolio
2,995
Q3 2025 Reduced 6.2%
$0
$975 Million 0.64% of portfolio
95,898
Q3 2025 Reduced 9.65%
$98.6B
$961 Million 0.63% of portfolio
10,142
Q3 2025 Added 0.03%
$319B
$903 Million 0.6% of portfolio
13,202
Q3 2025 Added 0.01%
$237B
$905 Million 0.6% of portfolio
3,820
Q3 2025 Added 4.03%
$328B
$902 Million 0.59% of portfolio
2,998
Q3 2025 Reduced 3.69%
$1.87B
$825 Million 0.54% of portfolio
2,559
Q2 2025 Added 8.02%
$306B
$815 Million 0.54% of portfolio
12,296
Q3 2025 Added 0.24%
$0
$818 Million 0.54% of portfolio
159,051
Q3 2025 Reduced 8.08%
$268B
$776 Million 0.51% of portfolio
4,637
Q3 2025 Reduced 0.32%
$61.6B
$747 Million 0.49% of portfolio
26,385
Q3 2025 Added 0.07%
$404B
$728 Million 0.48% of portfolio
787
Q3 2025 Reduced 1.75%
$204B
$701 Million 0.46% of portfolio
4,994
Q3 2025 Reduced 3.1%
$152B
$691 Million 0.46% of portfolio
2,802
Q3 2025 Added 2.75%
$405B
$672 Million 0.44% of portfolio
694
Q3 2025 Added 4.68%
$61.4B
$670 Million 0.44% of portfolio
3,289
Q3 2025 Reduced 3.21%
$490B
$625 Million 0.41% of portfolio
5,542
Q3 2025 Reduced 1.16%
$971B
$613 Million 0.4% of portfolio
804
Q3 2025 Added 109.38%
$151B
$574 Million 0.38% of portfolio
1,628
Q3 2025 Added 28.7%
$104B
$571 Million 0.38% of portfolio
1,945
Q3 2025 Reduced 0.56%
$0
$567 Million 0.37% of portfolio
22,863
Q3 2025 Reduced 0.33%
$279B
$563 Million 0.37% of portfolio
5,464
Q3 2025 Reduced 1.8%
$103B
$537 Million 0.35% of portfolio
230
Q1 2025 Reduced 0.86%
$0
$534 Million 0.35% of portfolio
37,009
Q3 2025 Reduced 0.56%
$414B
$525 Million 0.35% of portfolio
2,267
Q2 2025 Reduced 6.82%
$96.4B
$517 Million 0.34% of portfolio
4,178
Q4 2023 New
$0
$510 Million 0.34% of portfolio
35,500
Q3 2025 Reduced 0.53%
$20.5B
$517 Million 0.34% of portfolio
6,750
Q3 2024 Added 50.0%
$875M
$518 Million 0.34% of portfolio
13,208
Q3 2025 Added 63.38%
$4.41B
$489 Million 0.32% of portfolio
18,773
Q3 2025 Reduced 4.62%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $152 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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