Investment Partners Asset Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Investment Partners Asset Management, Inc. reported 150 stock positions worth $127.4 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Microsoft (MSFT, 4.2%) and JPMorgan Equity Premium Inco (JEPI, 3.8%). Compared with Q3 2024, it opened 11 new positions, sold out of 4, added to 54 and reduced 44. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale CBRE GBL Real Estate Inc. FD (shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- METUCHEN, NJ
- CIK
- 0001384416
- Portfolio Value
- $127.4M (Q4 2024)
- SEC Filing
- 0001384416-25-000001 ↗ filed Jan 30, 2025
Holdings Value
Holdings 150 stocks · $127.4M
| AAPL Apple Inc. | 7.21% | 36,676 | $9.2M | Reduce -0.2% |
| MSFT Microsoft Corp. | 4.22% | 12,745 | $5.4M | Add +2.0% |
| JEPI JPMorgan Equity Premium Inco | 3.84% | 85,148 | $4.9M | Add +1.6% |
| PFFV Global X Variable Rate Pref | 2.94% | 159,030 | $3.7M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 2.57% | 17,293 | $3.3M | Add +3.0% |
| XYLD Global X S&P 500 Cove Call E | 2.55% | 77,516 | $3.2M | Add +2.4% |
| NVDA Nvidia Corp. | 2.41% | 22,833 | $3.1M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 2.01% | 4,384 | $2.6M | Reduce -1.9% |
| QYLD Global X Nasd 100 Cov Call | 1.82% | 127,487 | $2.3M | Reduce -0.2% |
| BBHY JPMorgan Betabuilders Usd Hi | 1.69% | 46,759 | $2.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.59% | 9,224 | $2.0M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.57% | 9,092 | $2.0M | Add +2.5% |
| T AT&T Inc. | 1.52% | 85,128 | $1.9M | No change |
| STIP iShares 0-5 Year Tips Bond E | 1.37% | 17,337 | $1.7M | Add +3.5% |
| GS Goldman Sachs Group Inc. | 1.37% | 3,045 | $1.7M | No change |
| BIZD Vaneck BDC Income ETF | 1.36% | 104,039 | $1.7M | Add +2.8% |
| COWZ Pacer US Cash Cows 100 ETF | 1.36% | 30,582 | $1.7M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 1.32% | 8,843 | $1.7M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 3,186 | $1.6M | Reduce -1.7% |
| PYLD PIMCO Multisector Bond Actv | 1.27% | 62,451 | $1.6M | New |
| GCOW Pacer Global Cash Cows Divid | 1.15% | 43,348 | $1.5M | Add +11.8% |
| ORCL Oracle Corp. | 1.14% | 8,698 | $1.4M | Add +15.1% |
| BX Blackstone Inc. | 1.11% | 8,237 | $1.4M | Reduce -5.5% |
| VZ Verizon Communications Inc. | 1.11% | 35,370 | $1.4M | Reduce -1.8% |
| GSBD Goldman Sachs BDC Inc. | 1.09% | 114,691 | $1.4M | Add +11.8% |
| BEPC Brookfield Renewable Corp. | 1.08% | 49,617 | $1.4M | Add +7.8% |
| JPM JPMorgan Chase & Co. | 1.04% | 5,538 | $1.3M | Add +11.5% |
| MRK Merck & Co. Inc. | 0.92% | 11,798 | $1.2M | Add +6.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.90% | 19,870 | $1.2M | Reduce -0.6% |
| CRM Salesforce Inc. | 0.90% | 3,444 | $1.2M | Reduce -0.1% |
| SGOL Abrdn Physical Gold Shares | 0.87% | 44,209 | $1.1M | Add +0.2% |
| XAGDX Abrdn GLBL DYNM Divid | 0.84% | 109,806 | $1.1M | Reduce -1.6% |
| V Visa Inc. Class A | 0.83% | 3,344 | $1.1M | Add +12.2% |
| JNJ Johnson & Johnson | 0.81% | 7,104 | $1.0M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 1,736 | $1.0M | Add +6.8% |
| ICOW Pacer Developed Markets Inte | 0.79% | 34,413 | $1.0M | Add +8.7% |
| KMI Kinder Morgan Inc. | 0.74% | 34,530 | $946K | Add +3.4% |
| XMLV Invesco S&P Midcap Low Volat | 0.72% | 15,012 | $913K | Add +2.7% |
| CBRE GBL REAL ESTATE INC FD | 0.72% | 189,621 | $912K | Reduce -1.4% |
| QCOM Qualcomm Inc. | 0.71% | 5,928 | $911K | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.69% | 14,807 | $877K | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 1,919 | $870K | Add +0.1% |
| SO The Southern Co. | 0.66% | 10,270 | $845K | Reduce -1.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.65% | 9,309 | $827K | Add +1.5% |
| AVGO Broadcom Inc. | 0.65% | 3,560 | $825K | Reduce -0.3% |
| RYLD Global X Russell 2000 Cov Class | 0.64% | 49,887 | $815K | Reduce -28.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.63% | 7,330 | $807K | Reduce -2.3% |
| SCHF Schwab Intl Equity ETF | 0.62% | 42,810 | $792K | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.60% | 838 | $768K | No change |
| IWM iShares Russell 2000 ETF | 0.60% | 3,449 | $762K | Add +0.4% |
| XLF SS Financial Select Sector | 0.55% | 14,569 | $704K | Reduce -0.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.54% | 2,369 | $686K | Reduce -8.9% |
| JPST JPMorgan Ultra-Short Income | 0.50% | 12,754 | $642K | Reduce -0.3% |
| HDV iShares Core High Dividend E | 0.50% | 5,678 | $637K | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.50% | 5,885 | $633K | No change |
| BXSL Blackstone Secured Lending F | 0.49% | 19,329 | $625K | Add +5.6% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.49% | 12,375 | $621K | No change |
| FTCS First Trust Capital Strength | 0.48% | 7,010 | $616K | Reduce -10.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.48% | 17,722 | $608K | Add +3.8% |
| PEP Pepsico Inc. | 0.47% | 3,978 | $605K | Add +12.2% |
| ACN Accenture PLC Class A | 0.47% | 1,719 | $605K | Add +5.2% |
| DGRO iShares Core Dividend Growth | 0.47% | 9,853 | $604K | Add +8.0% |
| WPM Wheaton Precious Metals Corp. | 0.47% | 10,738 | $604K | Reduce -0.6% |
| TPYP Managed Portfolio Series | 0.47% | 17,543 | $598K | Reduce -1.3% |
| ADP Automatic Data Processing | 0.46% | 2,001 | $586K | Reduce -2.0% |
| XLK SS Technology Select Sector | 0.46% | 2,514 | $585K | No change |
| SCHD Schwab US DVD Equity ETF | 0.46% | 21,348 | $583K | Reduce -12.8% |
| GSK GSK PLC-Spon ADR | 0.45% | 16,802 | $568K | Add +8.0% |
| DES Wisdomtree US Smallcap Divid | 0.43% | 16,017 | $550K | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 9,498 | $537K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.42% | 38,059 | $532K | Reduce -8.3% |
| XLV SS Health Care Select Sector | 0.42% | 3,869 | $532K | Reduce -11.4% |
| UTF Cohen & Steers Infrastructur | 0.41% | 21,640 | $520K | Reduce -1.0% |
| PANW Palo Alto Networks Inc. | 0.41% | 2,844 | $517K | Add +0.6% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.41% | 20,261 | $516K | No change |
| GLD SPDR Gold Shares | 0.40% | 2,080 | $504K | Reduce -3.8% |
| AMD Advanced Micro Devices | 0.39% | 4,083 | $493K | Add +39.9% |
| KO The Coca-Cola Co. | 0.38% | 7,748 | $482K | Add +11.4% |
| WMT Walmart Inc. | 0.38% | 5,328 | $481K | Reduce -7.1% |
| ISD Pgim High Yield Bond Fund | 0.38% | 35,100 | $480K | No change |
| CVX Chevron Corp. | 0.37% | 3,219 | $466K | Add +33.4% |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 7,709 | $465K | No change |
| HACK Amplify Cybersecurity ETF | 0.36% | 6,208 | $462K | Add +34.0% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 2,752 | $459K | No change |
| PG The Procter & Gamble Co. | 0.36% | 2,733 | $458K | Add +21.6% |
| PAVE Global X US Infrastructure | 0.36% | 11,331 | $458K | Reduce -3.1% |
| MU Micron Technology Inc. | 0.35% | 5,371 | $452K | No change |
| DUK Duke Energy Corp. | 0.35% | 4,178 | $450K | No change |
| ITA iShares U.S. Aerospace & Def | 0.35% | 3,032 | $441K | Add +13.9% |
| MCD McDonald's Corp. | 0.34% | 1,508 | $437K | Add +0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.33% | 1,001 | $426K | Add +0.5% |
| RYLG Global X Russ 2000 CC & GR | 0.33% | 18,756 | $423K | Add +88.9% |
| PPLI People Inc. filed as IAC INC | 0.33% | 9,750 | $421K | Reduce -5.9% |
| WMB Williams Cos Inc. | 0.32% | 7,527 | $407K | No change |
| ABBV Abbvie Inc. | 0.32% | 2,285 | $406K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 1,522 | $402K | Reduce -6.3% |
| BDJ BlackRock Enhanced Eqty DVD | 0.31% | 48,215 | $399K | Reduce -5.3% |
| FTNT Fortinet Inc. | 0.31% | 4,217 | $398K | Reduce -2.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.31% | 6,750 | $395K | No change |
| MELI MercadoLibre Inc. | 0.31% | 232 | $395K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CBRE GBL REAL ESTATE INC FD | Reduce -1.4% | 0.72% | −0.32 |
| RYLD Global X Russell 2000 Cov Class | Reduce -28.3% | 0.64% | −0.28 |
| VZ Verizon Communications Inc. | Reduce -1.8% | 1.11% | −0.21 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.17 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.81% | −0.17 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.17 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.17 |
| XLV SS Health Care Select Sector | Reduce -11.4% | 0.42% | −0.13 |
| PPLI People Inc. | Reduce -5.9% | 0.33% | −0.13 |
| XAGDX Abrdn GLBL DYNM Divid | Reduce -1.6% | 0.84% | −0.13 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.71% | −0.12 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -0.6% | 0.90% | −0.12 |
| SCHF Schwab Intl Equity ETF | Reduce -1.6% | 0.62% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.8% | 0.46% | −0.11 |
| SO The Southern Co. | Reduce -1.2% | 0.66% | −0.10 |
| FTCS First Trust Capital Strength | Reduce -10.3% | 0.48% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 2.01% | −0.08 |
| BCX BlackRock Resources & Commod | Reduce -5.3% | 0.28% | −0.07 |
| WPM Wheaton Precious Metals Corp. | Reduce -0.6% | 0.47% | −0.07 |
| QYLD Global X Nasd 100 Cov Call | Reduce -0.2% | 1.82% | −0.07 |
| UTF Cohen & Steers Infrastructur | Reduce -1.0% | 0.41% | −0.06 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -8.3% | 0.42% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -10.1% | 0.17% | −0.05 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -5.3% | 0.31% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.3% | 0.63% | −0.05 |
| PPH Vaneck Pharmaceutical ETF | Reduce -0.5% | 0.29% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.3% | 0.32% | −0.04 |
| GLD SPDR Gold Shares | Reduce -3.8% | 0.40% | −0.04 |
| PAVE Global X US Infrastructure | Reduce -3.1% | 0.36% | −0.04 |
| JPIE JPMorgan Income ETF | Reduce -3.0% | 0.30% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.3% | 0.50% | −0.03 |
| GNRC Generac Holdings Inc. | Reduce -4.2% | 0.20% | −0.02 |
| BITF Bitfarms Ltd./Canada | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 1.28% | −0.02 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -1.8% | 0.06% | −0.01 |
| NVDA Nvidia Corp. | Reduce -5.9% | 2.41% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.46% | −0.00 |
| WMT Walmart Inc. | Reduce -7.1% | 0.38% | −0.00 |
| XLF SS Financial Select Sector | Reduce -0.2% | 0.55% | +0.01 |
| TPYP Managed Portfolio Series | Reduce -1.3% | 0.47% | +0.01 |
| BX Blackstone Inc. | Reduce -5.5% | 1.11% | +0.02 |
| WSM Williams-Sonoma Inc. | Reduce -0.2% | 0.25% | +0.03 |
| FTNT Fortinet Inc. | Reduce -2.4% | 0.31% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.32% | +0.11 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.90% | +0.13 |
| AVGO Broadcom Inc. | Reduce -0.3% | 0.65% | +0.14 |
| MSTR Strategy Inc. | Reduce -8.9% | 0.54% | +0.18 |
| AAPL Apple Inc. | Reduce -0.2% | 7.21% | +0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| PYLD PIMCO Multisector Bond Actv | New | 1.27% | +1.27 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 2.57% | +0.29 |
| LULU Lululemon Athletica Inc. | New | 0.22% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +11.5% | 1.04% | +0.18 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.59% | +0.18 |
| LQDW iShares Ingr Corp. BD B/W ETF | New | 0.18% | +0.18 |
| FISV Fiserv Inc. | New | 0.17% | +0.17 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | New | 0.16% | +0.16 |
| HON Honeywell International Inc. | New | 0.16% | +0.16 |
| SMAX iShares L Cap MB Sep ETF | New | 0.16% | +0.16 |
| VOO Vanguard S&P 500 ETF | New | 0.16% | +0.16 |
| V Visa Inc. Class A | Add +12.2% | 0.83% | +0.16 |
| YMAX Yieldmax Universe Fo in Etfs | New | 0.15% | +0.15 |
| CIM Chimera Investment Corp. | New | 0.14% | +0.14 |
| KMI Kinder Morgan Inc. | Add +3.4% | 0.74% | +0.14 |
| RYLG Global X Russ 2000 CC & GR | Add +88.9% | 0.33% | +0.12 |
| HACK Amplify Cybersecurity ETF | Add +34.0% | 0.36% | +0.10 |
| IBIT iShares Bitcoin Trust ETF | Add +11.1% | 0.29% | +0.10 |
| ORCL Oracle Corp. | Add +15.1% | 1.14% | +0.08 |
| CVX Chevron Corp. | Add +33.4% | 0.37% | +0.07 |
| GBIL Goldman Sachs Access Treasur | Add +35.4% | 0.29% | +0.07 |
| BXSL Blackstone Secured Lending F | Add +5.6% | 0.49% | +0.05 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.69% | +0.04 |
| PG The Procter & Gamble Co. | Add +21.6% | 0.36% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 0.80% | +0.03 |
| CB Chubb Ltd. | Add +25.9% | 0.22% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +13.9% | 0.35% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +0.6% | 0.41% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +8.0% | 0.47% | +0.01 |
| ZYXIQ Zynex Inc. | Add +10.4% | 0.08% | +0.00 |
| ACN Accenture PLC Class A | Add +5.2% | 0.47% | +0.00 |
| SYK Stryker Corp. | Add +2.1% | 0.20% | −0.01 |
| AMD Advanced Micro Devices | Add +39.9% | 0.39% | −0.01 |
| SAND Sandstorm Gold Ltd. | Add +4.8% | 0.10% | −0.01 |
| ADBE Adobe Inc. | Add +17.8% | 0.25% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.5% | 0.33% | −0.01 |
| GCOW Pacer Global Cash Cows Divid | Add +11.8% | 1.15% | −0.01 |
| XMLV Invesco S&P Midcap Low Volat | Add +2.7% | 0.72% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +7.2% | 0.22% | −0.02 |
| BIZD Vaneck BDC Income ETF | Add +2.8% | 1.36% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Add +0.4% | 0.43% | −0.02 |
| PEP Pepsico Inc. | Add +12.2% | 0.47% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.5% | 1.37% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Add +5.1% | 1.36% | −0.02 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.60% | −0.02 |
| XYLD Global X S&P 500 Cove Call E | Add +2.4% | 2.55% | −0.02 |
| KO The Coca-Cola Co. | Add +11.4% | 0.38% | −0.03 |
| MCD McDonald's Corp. | Add +0.5% | 0.34% | −0.03 |
| ICOW Pacer Developed Markets Inte | Add +8.7% | 0.79% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 168 | $179.1M | AAPL, JEPI, GOOGL, PFFV, MSFT |
| Q1 2026 | 163 | $162.0M | AAPL, JEPI, PFFV, GOOGL, MSFT |
| Q4 2025 | 159 | $160.6M | AAPL, MSFT, JEPI, GOOGL, PFFV |
| Q3 2025 | 158 | $151.8M | AAPL, MSFT, JEPI, PFFV, NVDA |
| Q2 2025 | 156 | $143.7M | AAPL, MSFT, JEPI, PFFV, NVDA |
| Q1 2025 | 147 | $127.4M | AAPL, JEPI, MSFT, PFFV, XYLD |
| Q4 2024 | 150 | $127.4M | AAPL, MSFT, JEPI, PFFV, GOOGL |
| Q3 2024 | 143 | $122.0M | AAPL, MSFT, JEPI, PFFV, XYLD |
| Q2 2024 | 133 | $112.2M | AAPL, MSFT, JEPI, PFFV, GOOGL |
| Q1 2024 | 138 | $110.7M | AAPL, MSFT, JEPI, PFFV, XYLD |