Investment Partners Asset Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Investment Partners Asset Management, Inc. reported 156 stock positions worth $143.7 million. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Microsoft (MSFT, 4.4%) and JPMorgan Equity Premium Inco (JEPI, 3.4%). Compared with Q1 2025, it opened 10 new positions, sold out of 1, added to 68 and reduced 45. The biggest buy was a new position in JPMorgan Active H Yield ETF (JPHY) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- METUCHEN, NJ
- CIK
- 0001384416
- Portfolio Value
- $143.7M (Q2 2025)
- SEC Filing
- 0001384416-25-000004 ↗ filed Jul 16, 2025
Holdings Value
Holdings 156 stocks · $143.7M
| AAPL Apple Inc. | 5.13% | 35,945 | $7.4M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.40% | 12,714 | $6.3M | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 3.44% | 86,856 | $4.9M | Add +0.8% |
| PFFV Global X Variable Rate Pref | 3.04% | 191,816 | $4.4M | Add +14.9% |
| NVDA Nvidia Corp. | 2.81% | 25,595 | $4.0M | Add +0.9% |
| META Meta Platforms Inc. Class A | 2.37% | 4,610 | $3.4M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 2.24% | 18,234 | $3.2M | Add +4.0% |
| XYLD Global X S&P 500 Cove Call E | 2.06% | 75,905 | $3.0M | Reduce -4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.83% | 8,920 | $2.6M | Reduce -1.4% |
| PYLD PIMCO Multisector Bond Actv | 1.82% | 98,364 | $2.6M | Add +26.2% |
| T AT&T Inc. | 1.70% | 84,190 | $2.4M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.64% | 4,261 | $2.4M | Add +3.3% |
| AMZN Amazon.com Inc. | 1.55% | 10,151 | $2.2M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 1.50% | 3,053 | $2.2M | Add +0.0% |
| BBHY JPMorgan Betabuilders Usd Hi | 1.50% | 46,198 | $2.2M | Reduce -0.1% |
| JPHY JPMorgan Active H Yield ETF | 1.50% | 46,198 | $2.2M | New |
| QYLD Global X Nasd 100 Cov Call | 1.43% | 123,287 | $2.1M | Reduce -6.7% |
| ORCL Oracle Corp. | 1.42% | 9,368 | $2.0M | Reduce -1.6% |
| STIP iShares 0-5 Year Tips Bond E | 1.36% | 19,055 | $2.0M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.21% | 6,009 | $1.7M | Add +6.5% |
| BIZD Vaneck BDC Income ETF | 1.20% | 106,353 | $1.7M | Add +2.0% |
| BEPC Brookfield Renewable Corp. | 1.13% | 49,506 | $1.6M | Reduce -9.3% |
| COWZ Pacer US Cash Cows 100 ETF | 1.12% | 29,107 | $1.6M | Add +6.6% |
| SGOL Abrdn Physical Gold Shares | 1.10% | 50,197 | $1.6M | Add +5.6% |
| GCOW Pacer Global Cash Cows Divid | 1.10% | 41,517 | $1.6M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 1.07% | 8,686 | $1.5M | Reduce -2.7% |
| VZ Verizon Communications Inc. | 1.05% | 34,771 | $1.5M | Reduce -0.5% |
| V Visa Inc. Class A | 0.90% | 3,638 | $1.3M | Add +9.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.88% | 2,050 | $1.3M | Add +1.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.86% | 19,705 | $1.2M | Add +0.5% |
| JNJ Johnson & Johnson | 0.86% | 8,094 | $1.2M | Add +14.8% |
| XAGDX Abrdn GLBL DYNM Divid | 0.84% | 109,406 | $1.2M | Reduce -0.2% |
| GSBD Goldman Sachs BDC Inc. | 0.83% | 106,141 | $1.2M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 2,415 | $1.2M | Add +16.8% |
| BX Blackstone Inc. | 0.82% | 7,833 | $1.2M | Reduce -4.2% |
| QCOM Qualcomm Inc. | 0.80% | 7,249 | $1.2M | Add +0.7% |
| ICOW Pacer Developed Markets Inte | 0.77% | 32,623 | $1.1M | Add +0.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.72% | 2,559 | $1.0M | Add +8.0% |
| XMLV Invesco S&P Midcap Low Volat | 0.71% | 16,553 | $1.0M | Add +2.8% |
| RYLD Global X Russell 2000 Cov Class | 0.70% | 67,447 | $1.0M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.70% | 3,672 | $1.0M | Add +5.3% |
| WPM Wheaton Precious Metals Corp. | 0.67% | 10,706 | $961K | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 0.66% | 42,774 | $945K | No change |
| SO The Southern Co. | 0.65% | 10,139 | $931K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.64% | 13,201 | $916K | Add +3.9% |
| CBRE GBL REAL ESTATE INC FD | 0.64% | 173,024 | $915K | Reduce -0.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.64% | 9,730 | $913K | Add +6.6% |
| AVGO Broadcom Inc. | 0.61% | 3,193 | $880K | Reduce -7.5% |
| KO The Coca-Cola Co. | 0.60% | 12,266 | $868K | Add +12.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.58% | 19,694 | $839K | Add +1.7% |
| ACN Accenture PLC Class A | 0.57% | 2,727 | $815K | Add +28.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.56% | 7,275 | $803K | Add +3.7% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 3,113 | $801K | Reduce -5.3% |
| IWM iShares Russell 2000 ETF | 0.56% | 3,704 | $799K | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.55% | 801 | $793K | Reduce -3.6% |
| KMI Kinder Morgan Inc. | 0.54% | 26,366 | $775K | Reduce 0.0% |
| XLF SS Financial Select Sector | 0.53% | 14,637 | $767K | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.50% | 11,279 | $721K | Add +3.2% |
| PANW Palo Alto Networks Inc. | 0.48% | 3,398 | $695K | Add +4.6% |
| JPST JPMorgan Ultra-Short Income | 0.48% | 13,491 | $684K | Add +5.0% |
| XLK SS Technology Select Sector | 0.48% | 2,700 | $684K | No change |
| PEP Pepsico Inc. | 0.47% | 5,154 | $681K | Reduce -4.3% |
| HDV iShares Core High Dividend E | 0.46% | 5,635 | $660K | Reduce -0.1% |
| FTCS First Trust Capital Strength | 0.44% | 7,010 | $637K | No change |
| UTF Cohen & Steers Infrastructur | 0.43% | 22,938 | $618K | Reduce -4.5% |
| TPYP Tortoise North American Pipe | 0.43% | 17,285 | $618K | Reduce -0.2% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.42% | 12,375 | $608K | No change |
| BXSL Blackstone Secured Lending F | 0.42% | 19,683 | $605K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.42% | 5,607 | $604K | Add +3.3% |
| ADP Automatic Data Processing | 0.42% | 1,956 | $603K | Reduce -2.0% |
| MELI MercadoLibre Inc. | 0.42% | 230 | $601K | No change |
| SCHD Schwab US DVD Equity ETF | 0.40% | 21,846 | $579K | Add +0.9% |
| MU Micron Technology Inc. | 0.40% | 4,652 | $573K | Reduce -8.9% |
| ITA iShares U.S. Aerospace & Def | 0.40% | 3,034 | $572K | No change |
| DES Wisdomtree US Smallcap Divid | 0.38% | 17,213 | $547K | Add +0.7% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.38% | 21,168 | $545K | Add +6.3% |
| WMT Walmart Inc. | 0.38% | 5,564 | $544K | Add +9.9% |
| GLD SPDR Gold Shares | 0.38% | 1,780 | $543K | Reduce -14.4% |
| HACK Amplify Cybersecurity ETF | 0.37% | 6,208 | $536K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 663 | $531K | Reduce -1.3% |
| GSK GSK PLC-Spon ADR | 0.37% | 13,796 | $530K | Reduce -14.1% |
| GBIL Goldman Sachs Access Treasur | 0.37% | 5,253 | $526K | Add +34.6% |
| MRK Merck & Co. Inc. | 0.36% | 6,622 | $524K | Reduce -0.3% |
| XLV SS Health Care Select Sector | 0.36% | 3,867 | $521K | No change |
| CB Chubb Ltd. | 0.36% | 1,789 | $518K | Add +19.4% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.36% | 37,219 | $517K | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 8,268 | $506K | Add +20.1% |
| ISD Pgim High Yield Bond Fund | 0.35% | 35,690 | $506K | Add +2.0% |
| YMAX Yieldmax Universe Fo in Etfs | 0.35% | 36,479 | $502K | Add +43.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.34% | 6,750 | $496K | No change |
| PAVE Global X US Infrastructure | 0.34% | 11,316 | $493K | Reduce -0.1% |
| DUK Duke Energy Corp. | 0.34% | 4,178 | $493K | No change |
| ADBE Adobe Inc. | 0.34% | 1,265 | $489K | Add +19.2% |
| PG The Procter & Gamble Co. | 0.33% | 3,018 | $481K | Add +11.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 1,040 | $458K | Add +2.0% |
| CMG Chipotle Mexican Grill Inc. | 0.32% | 8,084 | $454K | Add +5.4% |
| ADI Analog Devices Inc. | 0.32% | 1,907 | $454K | No change |
| MCD McDonald's Corp. | 0.32% | 1,553 | $454K | Add +3.0% |
| FTNT Fortinet Inc. | 0.31% | 4,202 | $444K | No change |
| BMY Bristol-Myers Squibb Co. | 0.31% | 9,497 | $440K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.1% | 5.13% | −1.20 |
| XYLD Global X S&P 500 Cove Call E | Reduce -4.0% | 2.06% | −0.40 |
| QYLD Global X Nasd 100 Cov Call | Reduce -6.7% | 1.43% | −0.29 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 1.05% | −0.20 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.18 |
| T AT&T Inc. | Reduce -0.2% | 1.70% | −0.18 |
| BBHY JPMorgan Betabuilders Usd Hi | Reduce -0.1% | 1.50% | −0.17 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.47% | −0.16 |
| GSK GSK PLC-Spon ADR | Reduce -14.1% | 0.37% | −0.12 |
| ABBV Abbvie Inc. | Reduce -6.8% | 0.29% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.36% | −0.10 |
| RYLD Global X Russell 2000 Cov Class | Reduce -0.2% | 0.70% | −0.10 |
| GLD SPDR Gold Shares | Reduce -14.4% | 0.38% | −0.09 |
| BX Blackstone Inc. | Reduce -4.2% | 0.82% | −0.08 |
| BXSL Blackstone Secured Lending F | Reduce -0.1% | 0.42% | −0.08 |
| HDV iShares Core High Dividend E | Reduce -0.1% | 0.46% | −0.08 |
| BEPC Brookfield Renewable Corp. | Reduce -9.3% | 1.13% | −0.07 |
| CBRE GBL REAL ESTATE INC FD | Reduce -0.2% | 0.64% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 0.55% | −0.07 |
| TPYP Tortoise North American Pipe | Reduce -0.2% | 0.43% | −0.06 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.42% | −0.06 |
| UTF Cohen & Steers Infrastructur | Reduce -4.5% | 0.43% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce 0.0% | 0.54% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -3.8% | 0.56% | −0.05 |
| PPH Vaneck Pharmaceutical ETF | Reduce -0.3% | 0.26% | −0.04 |
| BCX BlackRock Resources & Commod | Reduce -5.1% | 0.25% | −0.04 |
| JPIE JPMorgan Income ETF | Reduce -2.3% | 0.29% | −0.04 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -0.4% | 0.28% | −0.03 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -0.2% | 0.36% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 1.07% | −0.02 |
| XAGDX Abrdn GLBL DYNM Divid | Reduce -0.2% | 0.84% | −0.02 |
| NVDY Yieldmax Nvda Option Inc. ETF | Reduce -6.9% | 0.14% | −0.02 |
| XEXGX Eaton Vance Tax-Managed Glob | Reduce -8.2% | 0.07% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.23% | −0.01 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -4.6% | 0.05% | −0.01 |
| SAND Sandstorm Gold Ltd. | Reduce -9.4% | 0.13% | 0.00 |
| ICLN iShares Global Clean Energy | Reduce -1.6% | 0.10% | +0.00 |
| PAVE Global X US Infrastructure | Reduce -0.1% | 0.34% | +0.01 |
| WPM Wheaton Precious Metals Corp. | Reduce -0.4% | 0.67% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.3% | 0.37% | +0.02 |
| GE General Electric | Reduce -5.3% | 0.56% | +0.04 |
| MU Micron Technology Inc. | Reduce -8.9% | 0.40% | +0.05 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 1.83% | +0.06 |
| GEV GE Vernova Inc. | Reduce -2.7% | 0.30% | +0.10 |
| AVGO Broadcom Inc. | Reduce -7.5% | 0.61% | +0.16 |
| ORCL Oracle Corp. | Reduce -1.6% | 1.42% | +0.38 |
Portfolio Buys Q1 2025 → Q2 2025
| JPHY JPMorgan Active H Yield ETF | New | 1.50% | +1.50 |
| MSFT Microsoft Corp. | Add +0.9% | 4.40% | +0.69 |
| NVDA Nvidia Corp. | Add +0.9% | 2.81% | +0.66 |
| META Meta Platforms Inc. Class A | Add +2.0% | 2.37% | +0.32 |
| PYLD PIMCO Multisector Bond Actv | Add +26.2% | 1.82% | +0.20 |
| GS Goldman Sachs Group Inc. | Add +0.0% | 1.50% | +0.19 |
| MSTR Strategy Inc. | Add +8.0% | 0.72% | +0.18 |
| CG The Carlyle Group Inc. | New | 0.16% | +0.16 |
| HON Honeywell International Inc. | New | 0.15% | +0.15 |
| SHOP Shopify Inc. Class A | New | 0.15% | +0.15 |
| ISRG Intuitive Surgical Inc. | New | 0.14% | +0.14 |
| XLI SS Industrial Select Sector | New | 0.14% | +0.14 |
| DIS The Walt Disney Co. | New | 0.14% | +0.14 |
| GNRC Generac Holdings Inc. | New | 0.14% | +0.14 |
| RTX RTX Corp. | New | 0.14% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +6.5% | 1.21% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 1.64% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 2.24% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | Add +20.1% | 0.35% | +0.10 |
| TIDAL TRUST II | New | 0.09% | +0.09 |
| YMAX Yieldmax Universe Fo in Etfs | Add +43.6% | 0.35% | +0.08 |
| GBIL Goldman Sachs Access Treasur | Add +34.6% | 0.37% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +4.6% | 0.48% | +0.05 |
| ACN Accenture PLC Class A | Add +28.3% | 0.57% | +0.05 |
| CIM Chimera Investment Corp. | Add +37.2% | 0.19% | +0.05 |
| SCHC Schwab Intl Small-Cap Equity | Add +1.7% | 0.58% | +0.04 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +31.1% | 0.20% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.55% | +0.03 |
| UBER Uber Technologies Inc. | Add +0.3% | 0.25% | +0.03 |
| WMT Walmart Inc. | Add +9.9% | 0.38% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +0.4% | 0.26% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.9% | 0.64% | +0.02 |
| ADBE Adobe Inc. | Add +19.2% | 0.34% | +0.02 |
| CPNJ Calamos NSDQ100 Alt ETF | Add +14.6% | 0.24% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +5.4% | 0.32% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.8% | 0.20% | +0.01 |
| WMB Williams Cos Inc. | Add +11.2% | 0.29% | +0.01 |
| CB Chubb Ltd. | Add +19.4% | 0.36% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.88% | −0.01 |
| KO The Coca-Cola Co. | Add +12.8% | 0.60% | −0.01 |
| CPRJ Calamos Russ 2000 STR Al-Jul | Add +6.3% | 0.38% | −0.01 |
| SGOL Abrdn Physical Gold Shares | Add +5.6% | 1.10% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +4.0% | 0.19% | −0.01 |
| CEE Central and Eastern Europe F | Add +0.8% | 0.29% | −0.01 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Add +5.9% | 0.30% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.8% | 0.26% | −0.01 |
| LLY Eli Lilly & Co. | Add +11.3% | 0.21% | −0.02 |
| V Visa Inc. Class A | Add +9.5% | 0.90% | −0.02 |
| WSM Williams-Sonoma Inc. | Add +0.6% | 0.20% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +2.0% | 0.32% | −0.02 |
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 |