Investment Partners Asset Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Investment Partners Asset Management, Inc. reported 147 stock positions worth $127.4 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 3.9%) and Microsoft (MSFT, 3.7%). Compared with Q4 2024, it opened 7 new positions, sold out of 10, added to 63 and reduced 56. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +25%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- METUCHEN, NJ
- CIK
- 0001384416
- Portfolio Value
- $127.4M (Q1 2025)
- SEC Filing
- 0001384416-25-000003 ↗ filed Apr 15, 2025
Holdings Value
Holdings 147 stocks · $127.4M
| AAPL Apple Inc. | 6.34% | 36,337 | $8.1M | Reduce -0.9% |
| JEPI JPMorgan Equity Premium Inco | 3.87% | 86,190 | $4.9M | Add +1.2% |
| MSFT Microsoft Corp. | 3.71% | 12,595 | $4.7M | Reduce -1.2% |
| PFFV Global X Variable Rate Pref | 3.10% | 166,862 | $3.9M | Add +4.9% |
| XYLD Global X S&P 500 Cove Call E | 2.45% | 79,089 | $3.1M | Add +2.0% |
| NVDA Nvidia Corp. | 2.16% | 25,362 | $2.7M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 2.13% | 17,534 | $2.7M | Add +1.4% |
| META Meta Platforms Inc. Class A | 2.05% | 4,521 | $2.6M | Add +3.1% |
| T AT&T Inc. | 1.87% | 84,351 | $2.4M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.77% | 9,048 | $2.2M | Reduce -0.5% |
| QYLD Global X Nasd 100 Cov Call | 1.72% | 132,109 | $2.2M | Add +3.6% |
| BBHY JPMorgan Betabuilders Usd Hi | 1.67% | 46,226 | $2.1M | Reduce -1.1% |
| PYLD PIMCO Multisector Bond Actv | 1.61% | 77,940 | $2.1M | Add +24.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.52% | 4,124 | $1.9M | Add +29.4% |
| AMZN Amazon.com Inc. | 1.51% | 10,142 | $1.9M | Add +9.9% |
| STIP iShares 0-5 Year Tips Bond E | 1.50% | 18,519 | $1.9M | Add +6.8% |
| BIZD Vaneck BDC Income ETF | 1.37% | 104,237 | $1.7M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 1.31% | 3,052 | $1.7M | Add +0.2% |
| VZ Verizon Communications Inc. | 1.24% | 34,952 | $1.6M | Reduce -1.2% |
| BEPC Brookfield Renewable Corp. | 1.20% | 54,591 | $1.5M | Add +10.0% |
| GCOW Pacer Global Cash Cows Divid | 1.19% | 41,025 | $1.5M | Reduce -5.4% |
| COWZ Pacer US Cash Cows 100 ETF | 1.17% | 27,311 | $1.5M | Reduce -10.7% |
| SGOL Abrdn Physical Gold Shares | 1.11% | 47,542 | $1.4M | Add +7.5% |
| GOOG Alphabet Inc. Class C | 1.09% | 8,928 | $1.4M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 1.09% | 5,642 | $1.4M | Add +1.9% |
| ORCL Oracle Corp. | 1.05% | 9,524 | $1.3M | Add +9.5% |
| GSBD Goldman Sachs BDC Inc. | 0.93% | 102,300 | $1.2M | Reduce -10.8% |
| JNJ Johnson & Johnson | 0.92% | 7,050 | $1.2M | Reduce -0.8% |
| V Visa Inc. Class A | 0.91% | 3,323 | $1.2M | Reduce -0.6% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.90% | 19,616 | $1.1M | Reduce -1.3% |
| BX Blackstone Inc. | 0.90% | 8,177 | $1.1M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.89% | 2,022 | $1.1M | Add +16.5% |
| QCOM Qualcomm Inc. | 0.87% | 7,200 | $1.1M | Add +21.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 2,068 | $1.1M | Add +7.8% |
| XAGDX Abrdn GLBL DYNM Divid | 0.86% | 109,606 | $1.1M | Reduce -0.2% |
| ICOW Pacer Developed Markets Inte | 0.80% | 32,564 | $1.0M | Reduce -5.4% |
| RYLD Global X Russell 2000 Cov Class | 0.80% | 67,559 | $1.0M | Add +35.4% |
| XMLV Invesco S&P Midcap Low Volat | 0.78% | 16,109 | $994K | Add +7.3% |
| CRM Salesforce Inc. | 0.73% | 3,489 | $936K | Add +1.3% |
| SO The Southern Co. | 0.73% | 10,137 | $932K | Reduce -1.3% |
| CBRE GBL REAL ESTATE INC FD | 0.70% | 173,392 | $895K | Reduce -8.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.67% | 9,125 | $855K | Reduce -2.0% |
| SCHF Schwab Intl Equity ETF | 0.66% | 42,774 | $846K | Reduce -0.1% |
| WPM Wheaton Precious Metals Corp. | 0.66% | 10,751 | $835K | Add +0.1% |
| PEP Pepsico Inc. | 0.63% | 5,385 | $807K | Add +35.4% |
| COST Costco Wholesale Corp. | 0.62% | 831 | $786K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.62% | 12,704 | $784K | Reduce -14.2% |
| KO The Coca-Cola Co. | 0.61% | 10,874 | $779K | Add +40.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.61% | 7,015 | $775K | Reduce -4.3% |
| IWM iShares Russell 2000 ETF | 0.60% | 3,851 | $768K | Add +11.7% |
| KMI Kinder Morgan Inc. | 0.59% | 26,367 | $752K | Reduce -23.6% |
| XLF SS Financial Select Sector | 0.57% | 14,543 | $724K | Reduce -0.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.55% | 19,370 | $695K | Add +9.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.54% | 2,369 | $683K | No change |
| HDV iShares Core High Dividend E | 0.54% | 5,638 | $683K | Reduce -0.7% |
| DGRO iShares Core Dividend Growth | 0.53% | 10,931 | $675K | Add +10.9% |
| ACN Accenture PLC Class A | 0.52% | 2,125 | $663K | Add +23.6% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 3,288 | $658K | Add +19.5% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 12,853 | $651K | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.51% | 5,427 | $645K | Reduce -7.8% |
| BXSL Blackstone Secured Lending F | 0.50% | 19,710 | $638K | Add +2.0% |
| TPYP Managed Portfolio Series | 0.49% | 17,325 | $630K | Reduce -1.2% |
| FTCS First Trust Capital Strength | 0.49% | 7,010 | $628K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.49% | 12,375 | $625K | No change |
| GSK GSK PLC-Spon ADR | 0.49% | 16,058 | $622K | Reduce -4.4% |
| UTF Cohen & Steers Infrastructur | 0.48% | 24,020 | $614K | Add +11.0% |
| ADP Automatic Data Processing | 0.48% | 1,996 | $610K | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 21,652 | $605K | Add +1.4% |
| GLD SPDR Gold Shares | 0.47% | 2,080 | $599K | No change |
| MRK Merck & Co. Inc. | 0.47% | 6,644 | $596K | Reduce -43.7% |
| BMY Bristol-Myers Squibb Co. | 0.45% | 9,497 | $579K | Reduce -0.0% |
| AVGO Broadcom Inc. | 0.45% | 3,453 | $578K | Reduce -3.0% |
| XLV SS Health Care Select Sector | 0.44% | 3,867 | $565K | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.44% | 2,700 | $557K | Add +7.4% |
| PANW Palo Alto Networks Inc. | 0.43% | 3,248 | $554K | Add +14.2% |
| DES Wisdomtree US Smallcap Divid | 0.43% | 17,098 | $546K | Add +6.8% |
| ABBV Abbvie Inc. | 0.40% | 2,433 | $510K | Add +6.5% |
| DUK Duke Energy Corp. | 0.40% | 4,178 | $510K | No change |
| ISD Pgim High Yield Bond Fund | 0.39% | 35,005 | $499K | Reduce -0.3% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.39% | 19,911 | $494K | Reduce -1.7% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.38% | 37,309 | $489K | Reduce -2.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.38% | 6,750 | $480K | No change |
| MCD McDonald's Corp. | 0.37% | 1,508 | $471K | No change |
| ITA iShares U.S. Aerospace & Def | 0.36% | 3,034 | $465K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.36% | 2,718 | $463K | Reduce -0.6% |
| CB Chubb Ltd. | 0.36% | 1,499 | $453K | Add +46.8% |
| MELI MercadoLibre Inc. | 0.35% | 230 | $449K | Reduce -0.9% |
| HACK Amplify Cybersecurity ETF | 0.35% | 6,208 | $446K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.35% | 672 | $445K | Add +119.6% |
| WMT Walmart Inc. | 0.35% | 5,061 | $444K | Reduce -5.0% |
| MU Micron Technology Inc. | 0.35% | 5,108 | $444K | Reduce -4.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 1,020 | $428K | Add +1.9% |
| PAVE Global X US Infrastructure | 0.34% | 11,331 | $428K | No change |
| JPIE JPMorgan Income ETF | 0.33% | 9,106 | $420K | Add +7.7% |
| ADBE Adobe Inc. | 0.32% | 1,061 | $407K | Add +48.4% |
| FTNT Fortinet Inc. | 0.32% | 4,202 | $404K | Reduce -0.4% |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.32% | 26,883 | $401K | New |
| BDJ BlackRock Enhanced Eqty DVD | 0.31% | 46,265 | $398K | Reduce -4.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 1,529 | $395K | Add +0.5% |
| GBIL Goldman Sachs Access Treasur | 0.31% | 3,903 | $391K | Add +6.2% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.9% | 6.34% | −0.87 |
| MSFT Microsoft Corp. | Reduce -1.2% | 3.71% | −0.51 |
| MRK Merck & Co. Inc. | Reduce -43.7% | 0.47% | −0.45 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.39 |
| RYLG Global X Russ 2000 CC & GR | Sold out | 0.00% | −0.33 |
| PPLI People Inc. | Sold out | 0.00% | −0.33 |
| BX Blackstone Inc. | Reduce -0.7% | 0.90% | −0.22 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.20 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.45% | −0.19 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.19 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -10.7% | 1.17% | −0.18 |
| CVX Chevron Corp. | Reduce -55.7% | 0.19% | −0.18 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.18 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.17 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.16 |
| GSBD Goldman Sachs BDC Inc. | Reduce -10.8% | 0.93% | −0.16 |
| KMI Kinder Morgan Inc. | Reduce -23.6% | 0.59% | −0.15 |
| NFJ Virtus DVD Intrst & PRM STR | Sold out | 0.00% | −0.12 |
| ZYXIQ Zynex Inc. | Sold out | 0.00% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -14.2% | 0.62% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.5% | 0.30% | −0.06 |
| WMB Williams Cos Inc. | Reduce -20.0% | 0.28% | −0.04 |
| WSM Williams-Sonoma Inc. | Reduce -0.2% | 0.21% | −0.04 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -2.0% | 0.38% | −0.03 |
| WMT Walmart Inc. | Reduce -5.0% | 0.35% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -4.3% | 0.61% | −0.03 |
| BBHY JPMorgan Betabuilders Usd Hi | Reduce -1.1% | 1.67% | −0.02 |
| CPRJ Calamos Russ 2000 STR Al-Jul | Reduce -1.7% | 0.39% | −0.02 |
| MS Morgan Stanley | Reduce -0.7% | 0.18% | −0.02 |
| CBRE GBL REAL ESTATE INC FD | Reduce -8.6% | 0.70% | −0.01 |
| CPNJ Calamos NSDQ100 Alt ETF | Reduce -2.9% | 0.22% | −0.01 |
| MU Micron Technology Inc. | Reduce -4.9% | 0.35% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.3% | 0.90% | −0.01 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -4.0% | 0.31% | −0.00 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -0.8% | 0.06% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.36% | +0.00 |
| FTNT Fortinet Inc. | Reduce -0.4% | 0.32% | +0.00 |
| BCX BlackRock Resources & Commod | Reduce -5.6% | 0.29% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -7.8% | 0.51% | +0.01 |
| PPH Vaneck Pharmaceutical ETF | Reduce -1.7% | 0.30% | +0.01 |
| FISV Fiserv Inc. | Reduce -0.8% | 0.18% | +0.01 |
| XAGDX Abrdn GLBL DYNM Divid | Reduce -0.2% | 0.86% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.62% | +0.01 |
| ICOW Pacer Developed Markets Inte | Reduce -5.4% | 0.80% | +0.01 |
| ISD Pgim High Yield Bond Fund | Reduce -0.3% | 0.39% | +0.01 |
| PHYS Sprott Physical Gold Trust | Reduce -9.1% | 0.20% | +0.02 |
| XLF SS Financial Select Sector | Reduce -0.2% | 0.57% | +0.02 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.5% | 0.24% | +0.02 |
| EWG iShares MSCI Germany ETF | Reduce -5.7% | 0.21% | +0.02 |
| ADP Automatic Data Processing | Reduce -0.3% | 0.48% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| PYLD PIMCO Multisector Bond Actv | Add +24.8% | 1.61% | +0.34 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | New | 0.32% | +0.32 |
| SGOL Abrdn Physical Gold Shares | Add +7.5% | 1.11% | +0.24 |
| QQQ Invesco QQQ Trust Series 1 | Add +29.4% | 1.52% | +0.24 |
| KO The Coca-Cola Co. | Add +40.4% | 0.61% | +0.23 |
| LLY Eli Lilly & Co. | New | 0.22% | +0.22 |
| UBER Uber Technologies Inc. | New | 0.22% | +0.22 |
| BIPC Brookfield Infrastructure-A | New | 0.21% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +119.6% | 0.35% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.8% | 0.86% | +0.18 |
| WPM Wheaton Precious Metals Corp. | Add +0.1% | 0.66% | +0.18 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.17% | +0.17 |
| RYLD Global X Russell 2000 Cov Class | Add +35.4% | 0.80% | +0.16 |
| PEP Pepsico Inc. | Add +35.4% | 0.63% | +0.16 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.16% | +0.16 |
| NVDY Yieldmax Nvda Option Inc. ETF | New | 0.16% | +0.16 |
| PFFV Global X Variable Rate Pref | Add +4.9% | 3.10% | +0.16 |
| GE General Electric | Add +19.5% | 0.52% | +0.16 |
| QCOM Qualcomm Inc. | Add +21.5% | 0.87% | +0.15 |
| STIP iShares 0-5 Year Tips Bond E | Add +6.8% | 1.50% | +0.14 |
| CB Chubb Ltd. | Add +46.8% | 0.36% | +0.13 |
| BEPC Brookfield Renewable Corp. | Add +10.0% | 1.20% | +0.12 |
| YMAX Yieldmax Universe Fo in Etfs | Add +127.4% | 0.27% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.5% | 0.89% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +60.8% | 0.24% | +0.08 |
| ABBV Abbvie Inc. | Add +6.5% | 0.40% | +0.08 |
| CEE Central and Eastern Europe F | Add +0.6% | 0.30% | +0.07 |
| UTF Cohen & Steers Infrastructur | Add +11.0% | 0.48% | +0.07 |
| ADBE Adobe Inc. | Add +48.4% | 0.32% | +0.07 |
| SCHC Schwab Intl Small-Cap Equity | Add +9.3% | 0.55% | +0.07 |
| XMLV Invesco S&P Midcap Low Volat | Add +7.3% | 0.78% | +0.06 |
| SYK Stryker Corp. | Add +24.4% | 0.26% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +10.9% | 0.53% | +0.06 |
| ACN Accenture PLC Class A | Add +23.6% | 0.52% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 1.09% | +0.04 |
| GEV GE Vernova Inc. | Add +34.2% | 0.20% | +0.04 |
| META Meta Platforms Inc. Class A | Add +3.1% | 2.05% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +14.2% | 0.43% | +0.03 |
| JPIE JPMorgan Income ETF | Add +7.7% | 0.33% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +1.2% | 3.87% | +0.02 |
| GBIL Goldman Sachs Access Treasur | Add +6.2% | 0.31% | +0.02 |
| ITA iShares U.S. Aerospace & Def | Add +0.1% | 0.36% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +1.4% | 0.48% | +0.02 |
| LRCX Lam Research Corp. | Add +5.5% | 0.25% | +0.01 |
| BIZD Vaneck BDC Income ETF | Add +0.2% | 1.37% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +2.0% | 0.50% | +0.01 |
| LQDW iShares Ingr Corp. BD B/W ETF | Add +4.5% | 0.18% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +0.8% | 0.51% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +11.7% | 0.60% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.9% | 0.34% | +0.00 |
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 |