Investment Partners Asset Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Investment Partners Asset Management, Inc. reported 158 stock positions worth $151.8 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Microsoft (MSFT, 4.3%) and JPMorgan Equity Premium Inco (JEPI, 3.3%). Compared with Q2 2025, it opened 8 new positions, sold out of 6, added to 40 and reduced 77. The biggest buy was a new position in JPM Intll HDG Eq LDDR Ovrly (HOLA) and the biggest sale an exit from JPMorgan Active H Yield ETF (JPHY).
- Most Recent 13F
- Q2 2026
- Location
- METUCHEN, NJ
- CIK
- 0001384416
- Portfolio Value
- $151.8M (Q3 2025)
- SEC Filing
- 0001384416-25-000006 ↗ filed Oct 20, 2025
Holdings Value
Holdings 158 stocks · $151.8M
| AAPL Apple Inc. | 5.96% | 35,507 | $9.0M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.32% | 12,652 | $6.6M | Reduce -0.5% |
| JEPI JPMorgan Equity Premium Inco | 3.30% | 87,658 | $5.0M | Add +0.9% |
| PFFV Global X Variable Rate Pref | 3.19% | 209,121 | $4.8M | Add +9.0% |
| NVDA Nvidia Corp. | 3.06% | 24,883 | $4.6M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 2.89% | 18,067 | $4.4M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 2.18% | 4,508 | $3.3M | Reduce -2.2% |
| XYLD Global X S&P 500 Cove Call E | 1.94% | 74,807 | $2.9M | Reduce -1.4% |
| PYLD PIMCO Multisector Bond Actv | 1.86% | 105,419 | $2.8M | Add +7.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.69% | 4,272 | $2.6M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.68% | 9,046 | $2.6M | Add +1.4% |
| GS Goldman Sachs Group Inc. | 1.59% | 3,037 | $2.4M | Reduce -0.5% |
| ORCL Oracle Corp. | 1.58% | 8,507 | $2.4M | Reduce -9.2% |
| T AT&T Inc. | 1.55% | 83,468 | $2.4M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 1.45% | 10,025 | $2.2M | Reduce -1.2% |
| BBHY JPMorgan Betabuilders Usd Hi | 1.41% | 45,500 | $2.1M | Reduce -1.5% |
| QYLD Global X Nasd 100 Cov Call | 1.38% | 123,009 | $2.1M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.37% | 8,553 | $2.1M | Reduce -1.5% |
| STIP iShares 0-5 Year Tips Bond E | 1.34% | 19,610 | $2.0M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.23% | 5,917 | $1.9M | Reduce -1.5% |
| SGOL Abrdn Physical Gold Shares | 1.20% | 49,545 | $1.8M | Reduce -1.3% |
| GCOW Pacer Global Cash Cows Divid | 1.08% | 41,521 | $1.6M | Add +0.0% |
| BIZD Vaneck BDC Income ETF | 1.05% | 106,636 | $1.6M | Add +0.3% |
| BEPC Brookfield Renewable Corp. | 1.05% | 46,262 | $1.6M | Reduce -6.5% |
| COWZ Pacer US Cash Cows 100 ETF | 1.02% | 26,905 | $1.5M | Reduce -7.6% |
| VZ Verizon Communications Inc. | 1.01% | 34,709 | $1.5M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.97% | 7,907 | $1.5M | Reduce -2.3% |
| XAGDX Abrdn GLBL DYNM Divid | 0.96% | 109,266 | $1.5M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 2,717 | $1.4M | Add +12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 2,046 | $1.4M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.89% | 8,110 | $1.3M | Add +11.9% |
| BX Blackstone Inc. | 0.87% | 7,769 | $1.3M | Reduce -0.8% |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 0.80% | 23,597 | $1.2M | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.79% | 18,878 | $1.2M | Reduce -4.2% |
| WPM Wheaton Precious Metals Corp. | 0.78% | 10,543 | $1.2M | Reduce -1.5% |
| V Visa Inc. Class A | 0.75% | 3,335 | $1.1M | Reduce -8.3% |
| ICOW Pacer Developed Markets Inte | 0.73% | 30,284 | $1.1M | Reduce -7.2% |
| RYLD Global X Russell 2000 Cov Class | 0.66% | 66,258 | $997K | Reduce -1.8% |
| AVGO Broadcom Inc. | 0.65% | 2,995 | $988K | Reduce -6.2% |
| GSBD Goldman Sachs BDC Inc. | 0.64% | 95,898 | $975K | Reduce -9.7% |
| XMLV Invesco S&P Midcap Low Volat | 0.64% | 15,319 | $974K | Reduce -7.5% |
| SO The Southern Co. | 0.63% | 10,142 | $961K | Add +0.0% |
| CRM Salesforce Inc. | 0.60% | 3,820 | $905K | Add +4.0% |
| CSCO Cisco Systems Inc. | 0.60% | 13,202 | $903K | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 0.59% | 2,998 | $902K | Reduce -3.7% |
| IWM iShares Russell 2000 ETF | 0.59% | 3,685 | $892K | Reduce -0.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.58% | 19,334 | $880K | Reduce -1.8% |
| DGRO iShares Core Dividend Growth | 0.55% | 12,329 | $839K | Add +9.3% |
| XLF SS Financial Select Sector | 0.55% | 15,417 | $831K | Add +5.3% |
| MSTR Strategy Inc. | 0.54% | 2,559 | $825K | No change |
| CBRE GBL REAL ESTATE INC FD | 0.54% | 159,051 | $818K | Reduce -8.1% |
| KO The Coca-Cola Co. | 0.54% | 12,296 | $815K | Add +0.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.53% | 7,275 | $804K | No change |
| MU Micron Technology Inc. | 0.51% | 4,637 | $776K | Reduce -0.3% |
| KMI Kinder Morgan Inc. | 0.49% | 26,385 | $747K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.49% | 7,805 | $743K | Reduce -19.8% |
| XLK SS Technology Select Sector | 0.49% | 2,630 | $741K | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.48% | 787 | $728K | Reduce -1.8% |
| PEP Pepsico Inc. | 0.46% | 4,994 | $701K | Reduce -3.1% |
| ACN Accenture PLC Class A | 0.46% | 2,802 | $691K | Add +2.8% |
| HDV iShares Core High Dividend E | 0.45% | 5,631 | $690K | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 694 | $672K | Add +4.7% |
| PANW Palo Alto Networks Inc. | 0.44% | 3,289 | $670K | Reduce -3.2% |
| SCHF Schwab Intl Equity ETF | 0.43% | 28,051 | $653K | Reduce -34.4% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 12,690 | $644K | Reduce -5.9% |
| GLD SPDR Gold Shares | 0.42% | 1,788 | $636K | Add +0.5% |
| ITA iShares U.S. Aerospace & Def | 0.42% | 3,034 | $635K | No change |
| DES Wisdomtree US Smallcap Divid | 0.42% | 18,835 | $634K | Add +9.4% |
| TPYP Tortoise North American Pipe | 0.41% | 17,161 | $626K | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.41% | 5,542 | $625K | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.40% | 804 | $613K | Add +109.4% |
| GSK GSK PLC-Spon ADR | 0.40% | 14,131 | $610K | Add +2.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.40% | 12,350 | $609K | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.39% | 21,911 | $598K | Add +0.3% |
| LRCX Lam Research Corp. | 0.39% | 4,373 | $586K | No change |
| FTCS First Trust Capital Strength | 0.38% | 6,151 | $576K | Reduce -12.3% |
| ADBE Adobe Inc. | 0.38% | 1,628 | $574K | Add +28.7% |
| ADP Automatic Data Processing | 0.38% | 1,945 | $571K | Reduce -0.6% |
| UTF Cohen & Steers Infrastructur | 0.37% | 22,863 | $567K | Reduce -0.3% |
| WMT Walmart Inc. | 0.37% | 5,464 | $563K | Reduce -1.8% |
| PFFA Virtus Infracap US Pref STCK | 0.37% | 25,885 | $562K | New |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.37% | 21,168 | $559K | No change |
| GBIL Goldman Sachs Access Treasur | 0.36% | 5,503 | $552K | Add +4.8% |
| XLV SS Health Care Select Sector | 0.36% | 3,937 | $548K | Add +1.8% |
| MELI MercadoLibre Inc. | 0.35% | 230 | $537K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 8,268 | $537K | No change |
| HACK Amplify Cybersecurity ETF | 0.35% | 6,158 | $535K | Reduce -0.8% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.35% | 37,009 | $534K | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.35% | 2,267 | $525K | No change |
| PAVE Global X US Infrastructure | 0.34% | 10,904 | $519K | Reduce -3.6% |
| CMG Chipotle Mexican Grill Inc. | 0.34% | 13,208 | $518K | Add +63.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.34% | 6,750 | $517K | No change |
| DUK Duke Energy Corp. | 0.34% | 4,178 | $517K | No change |
| ISD Pgim High Yield Bond Fund | 0.34% | 35,500 | $510K | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.33% | 824 | $507K | No change |
| BXSL Blackstone Secured Lending F | 0.32% | 18,773 | $489K | Reduce -4.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 1,034 | $480K | Reduce -0.6% |
| YMAX Yieldmax Universe Fo in Etfs | 0.31% | 36,979 | $474K | Add +1.4% |
| MCD McDonald's Corp. | 0.31% | 1,557 | $473K | Add +0.3% |
| CB Chubb Ltd. | 0.31% | 1,654 | $467K | Reduce -7.5% |
Portfolio Sells Q2 2025 → Q3 2025
| JPHY JPMorgan Active H Yield ETF | Sold out | 0.00% | −1.50 |
| SCHF Schwab Intl Equity ETF | Reduce -34.4% | 0.43% | −0.23 |
| GSBD Goldman Sachs BDC Inc. | Reduce -9.7% | 0.64% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 2.18% | −0.19 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.15 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| V Visa Inc. Class A | Reduce -8.3% | 0.75% | −0.15 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.15 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -19.8% | 0.49% | −0.15 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.14 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.14 |
| T AT&T Inc. | Reduce -0.9% | 1.55% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -39.0% | 0.22% | −0.14 |
| XYLD Global X S&P 500 Cove Call E | Reduce -1.4% | 1.94% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.45% | −0.10 |
| BXSL Blackstone Secured Lending F | Reduce -4.6% | 0.32% | −0.10 |
| CBRE GBL REAL ESTATE INC FD | Reduce -8.1% | 0.54% | −0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -7.6% | 1.02% | −0.10 |
| BBHY JPMorgan Betabuilders Usd Hi | Reduce -1.5% | 1.41% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.32% | −0.08 |
| BEPC Brookfield Renewable Corp. | Reduce -6.5% | 1.05% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.48% | −0.07 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -7.5% | 0.64% | −0.07 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -4.2% | 0.79% | −0.07 |
| FTCS First Trust Capital Strength | Reduce -12.3% | 0.38% | −0.06 |
| CEE Central and Eastern Europe F | Reduce -16.5% | 0.23% | −0.06 |
| UTF Cohen & Steers Infrastructur | Reduce -0.3% | 0.37% | −0.06 |
| QYLD Global X Nasd 100 Cov Call | Reduce -0.2% | 1.38% | −0.06 |
| CB Chubb Ltd. | Reduce -7.5% | 0.31% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.9% | 0.42% | −0.05 |
| ICOW Pacer Developed Markets Inte | Reduce -7.2% | 0.73% | −0.05 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.38% | −0.04 |
| RYLD Global X Russell 2000 Cov Class | Reduce -1.8% | 0.66% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -3.2% | 0.44% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -0.2% | 1.01% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.30% | −0.03 |
| SYK Stryker Corp. | Reduce -0.8% | 0.22% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.1% | 0.28% | −0.03 |
| JPIE JPMorgan Income ETF | Reduce -5.1% | 0.26% | −0.03 |
| EWG iShares MSCI Germany ETF | Reduce -6.9% | 0.18% | −0.03 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -0.2% | 0.40% | −0.02 |
| HACK Amplify Cybersecurity ETF | Reduce -0.8% | 0.35% | −0.02 |
| TPYP Tortoise North American Pipe | Reduce -0.7% | 0.41% | −0.02 |
| ISD Pgim High Yield Bond Fund | Reduce -0.5% | 0.34% | −0.02 |
| BIPC Brookfield Infrastructure-A | Reduce -0.6% | 0.20% | −0.01 |
| PPH Vaneck Pharmaceutical ETF | Reduce -2.2% | 0.25% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.1% | 0.46% | −0.01 |
| ADI Analog Devices Inc. | Reduce -0.8% | 0.31% | −0.01 |
| NVDY Yieldmax Nvda Option Inc. ETF | Reduce -1.6% | 0.13% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.41% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| HOLA JPM Intll HDG Eq LDDR Ovrly | New | 0.80% | +0.80 |
| PFFA Virtus Infracap US Pref STCK | New | 0.37% | +0.37 |
| CPSA Calamos SP500 Strct Alt-Aug | New | 0.23% | +0.23 |
| LLY Eli Lilly & Co. | Add +109.4% | 0.40% | +0.20 |
| PFFV Global X Variable Rate Pref | Add +9.0% | 3.19% | +0.14 |
| HELO JPMorgan Hedged Equity ETF | New | 0.14% | +0.14 |
| WDAY Workday Inc. Class A | New | 0.14% | +0.14 |
| ACWI iShares MSCI Acwi ETF | New | 0.14% | +0.14 |
| BN Brookfield Corp. | New | 0.14% | +0.14 |
| GVIP Gold Sachs Hedge Ind Vip ETF | New | 0.13% | +0.13 |
| QCOM Qualcomm Inc. | Add +11.9% | 0.89% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.5% | 0.90% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.7% | 0.44% | +0.07 |
| CVX Chevron Corp. | Add +36.5% | 0.22% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.69% | +0.05 |
| DGRO iShares Core Dividend Growth | Add +9.3% | 0.55% | +0.05 |
| PYLD PIMCO Multisector Bond Actv | Add +7.2% | 1.86% | +0.05 |
| GLD SPDR Gold Shares | Add +0.5% | 0.42% | +0.04 |
| ADBE Adobe Inc. | Add +28.7% | 0.38% | +0.04 |
| DES Wisdomtree US Smallcap Divid | Add +9.4% | 0.42% | +0.04 |
| CIM Chimera Investment Corp. | Add +30.1% | 0.22% | +0.03 |
| GSK GSK PLC-Spon ADR | Add +2.4% | 0.40% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +63.4% | 0.34% | +0.03 |
| XLI SS Industrial Select Sector | Add +14.2% | 0.16% | +0.02 |
| XLF SS Financial Select Sector | Add +5.3% | 0.55% | +0.01 |
| TIDAL TRUST II | Add +40.4% | 0.10% | +0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +2.6% | 0.21% | +0.01 |
| BDJ BlackRock Enhanced Eqty DVD | Add +3.9% | 0.29% | +0.00 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Add +2.5% | 0.30% | −0.00 |
| UBER Uber Technologies Inc. | Add +0.5% | 0.25% | −0.00 |
| XLV SS Health Care Select Sector | Add +1.8% | 0.36% | −0.00 |
| GBIL Goldman Sachs Access Treasur | Add +4.8% | 0.36% | −0.00 |
| MCD McDonald's Corp. | Add +0.3% | 0.31% | −0.00 |
| CPNJ Calamos NSDQ100 Alt ETF | Add +0.7% | 0.23% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.3% | 0.39% | −0.01 |
| GCOW Pacer Global Cash Cows Divid | Add +0.0% | 1.08% | −0.01 |
| SO The Southern Co. | Add +0.0% | 0.63% | −0.01 |
| FTNT Fortinet Inc. | Add +20.9% | 0.28% | −0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.9% | 1.34% | −0.03 |
| YMAX Yieldmax Universe Fo in Etfs | Add +1.4% | 0.31% | −0.04 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.60% | −0.04 |
| KMI Kinder Morgan Inc. | Add +0.1% | 0.49% | −0.05 |
| KO The Coca-Cola Co. | Add +0.2% | 0.54% | −0.07 |
| CRM Salesforce Inc. | Add +4.0% | 0.60% | −0.10 |
| ACN Accenture PLC Class A | Add +2.8% | 0.46% | −0.11 |
| JEPI JPMorgan Equity Premium Inco | Add +0.9% | 3.30% | −0.14 |
| IBM Intl Business Machines Corp. | Add +1.4% | 1.68% | −0.15 |
| BIZD Vaneck BDC Income ETF | Add +0.3% | 1.05% | −0.15 |
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 |