Investment Partners Asset Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Investment Partners Asset Management, Inc. reported 159 stock positions worth $160.6 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Microsoft (MSFT, 3.8%) and JPMorgan Equity Premium Inco (JEPI, 3.7%). Compared with Q3 2025, it opened 13 new positions, sold out of 12, added to 43 and reduced 74. The biggest buy was a new position in Neos S&P 500 High Income ETF (SPYI) and the biggest sale an exit from Global X S&P 500 Cove Call E (XYLD).
- Most Recent 13F
- Q2 2026
- Location
- METUCHEN, NJ
- CIK
- 0001384416
- Portfolio Value
- $160.6M (Q4 2025)
- SEC Filing
- 0001384416-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 159 stocks · $160.6M
| AAPL Apple Inc. | 5.95% | 35,183 | $9.6M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.77% | 12,524 | $6.1M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 3.74% | 104,990 | $6.0M | Add +19.8% |
| GOOGL Alphabet Inc. Class A | 3.40% | 17,429 | $5.5M | Reduce -3.5% |
| PFFV Global X Variable Rate Pref | 3.24% | 234,301 | $5.2M | Add +12.0% |
| NVDA Nvidia Corp. | 2.82% | 24,304 | $4.5M | Reduce -2.3% |
| SPYI Neos S&P 500 High Income ETF | 2.31% | 70,535 | $3.7M | New |
| PYLD PIMCO Multisector Bond Actv | 2.23% | 134,465 | $3.6M | Add +27.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.97% | 54,324 | $3.2M | New |
| META Meta Platforms Inc. Class A | 1.84% | 4,487 | $3.0M | Reduce -0.5% |
| STIP iShares 0-5 Year Tips Bond E | 1.70% | 26,606 | $2.7M | Add +35.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.67% | 9,034 | $2.7M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 1.66% | 3,037 | $2.7M | No change |
| GOOG Alphabet Inc. Class C | 1.62% | 8,295 | $2.6M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.62% | 4,236 | $2.6M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.44% | 10,020 | $2.3M | Reduce -0.1% |
| BBHY JPMorgan Betabuilders Usd Hi | 1.33% | 46,056 | $2.1M | Add +1.2% |
| T AT&T Inc. | 1.29% | 83,228 | $2.1M | Reduce -0.3% |
| SGOL Abrdn Physical Gold Shares | 1.23% | 48,147 | $2.0M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.18% | 5,890 | $1.9M | Reduce -0.5% |
| GCOW Pacer Global Cash Cows Divid | 1.15% | 44,924 | $1.9M | Add +8.2% |
| ORCL Oracle Corp. | 1.07% | 8,847 | $1.7M | Add +4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 1.07% | 28,449 | $1.7M | Add +5.7% |
| JNJ Johnson & Johnson | 1.02% | 7,909 | $1.6M | Add +0.0% |
| BEPC Brookfield Renewable Corp. | 0.98% | 41,263 | $1.6M | Reduce -10.8% |
| PFFA Virtus Infracap US Pref STCK | 0.89% | 66,076 | $1.4M | Add +155.3% |
| TBUX T Rowe Price Ultra Short-Ter | 0.88% | 28,308 | $1.4M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 2,046 | $1.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 2,718 | $1.4M | Add +0.0% |
| QCOM Qualcomm Inc. | 0.85% | 7,962 | $1.4M | Reduce -1.8% |
| VZ Verizon Communications Inc. | 0.84% | 33,187 | $1.4M | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.84% | 1,252 | $1.3M | Add +55.7% |
| BIZD Vaneck BDC Income ETF | 0.83% | 94,373 | $1.3M | Reduce -11.5% |
| ARCC Ares Capital Corp. | 0.82% | 64,976 | $1.3M | New |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 0.76% | 23,508 | $1.2M | Reduce -0.4% |
| WPM Wheaton Precious Metals Corp. | 0.75% | 10,241 | $1.2M | Reduce -2.9% |
| BX Blackstone Inc. | 0.74% | 7,719 | $1.2M | Reduce -0.6% |
| V Visa Inc. Class A | 0.73% | 3,337 | $1.2M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.71% | 16,463 | $1.1M | Add +33.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.67% | 16,833 | $1.1M | Reduce -10.8% |
| EVTR Eaton Vance Total Return | 0.67% | 20,765 | $1.1M | New |
| ICOW Pacer Developed Markets Inte | 0.66% | 27,402 | $1.1M | Reduce -9.5% |
| XMLV Invesco S&P Midcap Low Volat | 0.65% | 16,839 | $1.1M | Add +9.9% |
| AVGO Broadcom Inc. | 0.64% | 2,981 | $1.0M | Reduce -0.5% |
| MU Micron Technology Inc. | 0.64% | 3,600 | $1.0M | Reduce -22.4% |
| CRM Salesforce Inc. | 0.63% | 3,848 | $1.0M | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.63% | 13,204 | $1.0M | Add +0.0% |
| BXSL Blackstone Secured Lending F | 0.61% | 37,028 | $975K | Add +97.2% |
| XAGDX Abrdn GLBL DYNM Divid | 0.60% | 82,605 | $963K | Reduce -24.4% |
| GE General Electric filed as GE AEROSPACE | 0.57% | 2,963 | $913K | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 0.56% | 3,625 | $892K | Reduce -1.6% |
| SO The Southern Co. | 0.55% | 10,144 | $885K | Add +0.0% |
| KO The Coca-Cola Co. | 0.54% | 12,346 | $863K | Add +0.4% |
| FPEI First Trust Institutional PR | 0.53% | 43,659 | $847K | New |
| XLF SS Financial Select Sector | 0.52% | 15,347 | $841K | Reduce -0.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.52% | 18,377 | $837K | Reduce -5.0% |
| CBRE GBL REAL ESTATE INC FD | 0.51% | 185,603 | $813K | Add +16.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.47% | 712 | $762K | Add +2.6% |
| XLK SS Technology Select Sector | 0.47% | 5,215 | $751K | Reduce -0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.47% | 7,962 | $750K | Add +2.0% |
| JPST JPMorgan Ultra-Short Income | 0.46% | 14,713 | $744K | Add +15.9% |
| KMI Kinder Morgan Inc. | 0.46% | 26,748 | $735K | Add +1.4% |
| LRCX Lam Research Corp. | 0.45% | 4,255 | $728K | Reduce -2.7% |
| ACN Accenture PLC Class A | 0.44% | 2,646 | $710K | Reduce -5.6% |
| GLD SPDR Gold Shares | 0.43% | 1,748 | $693K | Reduce -2.2% |
| HDV iShares Core High Dividend E | 0.42% | 5,549 | $675K | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.42% | 777 | $670K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.41% | 5,472 | $659K | Reduce -1.3% |
| DES Wisdomtree US Smallcap Divid | 0.40% | 19,354 | $647K | Add +2.8% |
| PEP Pepsico Inc. | 0.39% | 4,411 | $633K | Reduce -11.7% |
| ITA iShares U.S. Aerospace & Def | 0.39% | 2,942 | $632K | Reduce -3.0% |
| PANW Palo Alto Networks Inc. | 0.38% | 3,328 | $613K | Add +1.2% |
| XLV SS Health Care Select Sector | 0.38% | 3,944 | $611K | Add +0.2% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.38% | 12,350 | $607K | No change |
| WMT Walmart Inc. | 0.38% | 5,427 | $605K | Reduce -0.7% |
| TPYP Tortoise North American Pipe | 0.38% | 17,101 | $604K | Reduce -0.3% |
| GSK GSK PLC-Spon ADR | 0.37% | 12,049 | $591K | Reduce -14.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.36% | 5,275 | $581K | Reduce -27.5% |
| UTF Cohen & Steers Infrastructur | 0.35% | 23,600 | $569K | Add +3.2% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.35% | 21,168 | $567K | No change |
| GBIL Goldman Sachs Access Treasur | 0.34% | 5,441 | $544K | Reduce -1.1% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.34% | 36,709 | $540K | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.33% | 807 | $527K | Reduce -2.1% |
| PAVE Global X US Infrastructure | 0.32% | 10,841 | $518K | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.32% | 1,907 | $517K | Add +0.8% |
| ISD Pgim High Yield Bond Fund | 0.32% | 35,180 | $509K | Reduce -0.9% |
| ADBE Adobe Inc. | 0.32% | 1,450 | $507K | Reduce -10.9% |
| ABBV Abbvie Inc. | 0.31% | 2,201 | $503K | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 9,297 | $501K | No change |
| ADP Automatic Data Processing | 0.31% | 1,940 | $499K | Reduce -0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.31% | 1,034 | $497K | No change |
| HACK Amplify Cybersecurity ETF | 0.31% | 6,158 | $495K | No change |
| DUK Duke Energy Corp. | 0.30% | 4,178 | $490K | No change |
| MCD McDonald's Corp. | 0.30% | 1,563 | $478K | Add +0.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.29% | 6,750 | $473K | No change |
| MELI MercadoLibre Inc. | 0.29% | 229 | $461K | Reduce -0.4% |
| BDJ BlackRock Enhanced Eqty DVD | 0.28% | 47,389 | $449K | Reduce -1.0% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 8,858 | $440K | Add +7.1% |
| CB Chubb Ltd. | 0.27% | 1,375 | $429K | Reduce -16.9% |
| FTNT Fortinet Inc. | 0.27% | 5,397 | $429K | Add +6.3% |
Portfolio Sells Q3 2025 → Q4 2025
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −1.94 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −1.38 |
| RYLD Global X Russell 2000 Cov Class | Sold out | 0.00% | −0.66 |
| MSFT Microsoft Corp. | Reduce -1.0% | 3.77% | −0.55 |
| GSBD Goldman Sachs BDC Inc. | Reduce -68.2% | 0.18% | −0.47 |
| XAGDX Abrdn GLBL DYNM Divid | Reduce -24.4% | 0.60% | −0.36 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.34 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.84% | −0.34 |
| YMAX Yieldmax Universe Fo in Etfs | Sold out | 0.00% | −0.31 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Sold out | 0.00% | −0.30 |
| T AT&T Inc. | Reduce -0.3% | 1.29% | −0.27 |
| NVDA Nvidia Corp. | Reduce -2.3% | 2.82% | −0.24 |
| BIZD Vaneck BDC Income ETF | Reduce -11.5% | 0.83% | −0.22 |
| FTCS First Trust Capital Strength | Reduce -47.7% | 0.19% | −0.19 |
| SCHF Schwab Intl Equity ETF | Reduce -37.6% | 0.26% | −0.17 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -27.5% | 0.36% | −0.17 |
| VZ Verizon Communications Inc. | Reduce -4.4% | 0.84% | −0.16 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.16 |
| LQDW iShares Ingr Corp. BD B/W ETF | Sold out | 0.00% | −0.15 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.15 |
| SCHD Schwab US DVD Equity ETF | Reduce -34.1% | 0.25% | −0.15 |
| HELO JPMorgan Hedged Equity ETF | Sold out | 0.00% | −0.14 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.14 |
| BX Blackstone Inc. | Reduce -0.6% | 0.74% | −0.13 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -10.8% | 0.67% | −0.12 |
| TIDAL TRUST II | Sold out | 0.00% | −0.10 |
| CPSA Calamos SP500 Strct Alt-Aug | Reduce -35.0% | 0.14% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 1.62% | −0.07 |
| PEP Pepsico Inc. | Reduce -11.7% | 0.39% | −0.07 |
| MELI MercadoLibre Inc. | Reduce -0.4% | 0.29% | −0.07 |
| ICOW Pacer Developed Markets Inte | Reduce -9.5% | 0.66% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -16.9% | 0.23% | −0.07 |
| ADP Automatic Data Processing | Reduce -0.3% | 0.31% | −0.07 |
| BEPC Brookfield Renewable Corp. | Reduce -10.8% | 0.98% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.42% | −0.06 |
| ADBE Adobe Inc. | Reduce -10.9% | 0.32% | −0.06 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.0% | 0.52% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.18% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.85% | −0.04 |
| CB Chubb Ltd. | Reduce -16.9% | 0.27% | −0.04 |
| HOLA JPM Intll HDG Eq LDDR Ovrly | Reduce -0.4% | 0.76% | −0.04 |
| TPYP Tortoise North American Pipe | Reduce -0.3% | 0.38% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -1.5% | 0.42% | −0.03 |
| GSK GSK PLC-Spon ADR | Reduce -14.7% | 0.37% | −0.03 |
| WSM Williams-Sonoma Inc. | Reduce -2.3% | 0.18% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.0% | 0.24% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.9% | 0.31% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 0.56% | −0.03 |
| CG The Carlyle Group Inc. | Reduce -6.1% | 0.16% | −0.03 |
| CPNJ Calamos NSDQ100 Alt ETF | Reduce -8.8% | 0.20% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SPYI Neos S&P 500 High Income ETF | New | 2.31% | +2.31 |
| JEPQ JPM Nasdaq Equity Premium | New | 1.97% | +1.97 |
| TBUX T Rowe Price Ultra Short-Ter | New | 0.88% | +0.88 |
| ARCC Ares Capital Corp. | New | 0.82% | +0.82 |
| EVTR Eaton Vance Total Return | New | 0.67% | +0.67 |
| FPEI First Trust Institutional PR | New | 0.53% | +0.53 |
| PFFA Virtus Infracap US Pref STCK | Add +155.3% | 0.89% | +0.52 |
| JEPI JPMorgan Equity Premium Inco | Add +19.8% | 3.74% | +0.44 |
| LLY Eli Lilly & Co. | Add +55.7% | 0.84% | +0.43 |
| PYLD PIMCO Multisector Bond Actv | Add +27.6% | 2.23% | +0.37 |
| STIP iShares 0-5 Year Tips Bond E | Add +35.7% | 1.70% | +0.36 |
| BXSL Blackstone Secured Lending F | Add +97.2% | 0.61% | +0.28 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.25% | +0.25 |
| AUSF Global X Adaptive US Factor | New | 0.20% | +0.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.19% | +0.19 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.17% | +0.17 |
| DGRO iShares Core Dividend Growth | Add +33.5% | 0.71% | +0.16 |
| RGLD Royal Gold Inc. | New | 0.15% | +0.15 |
| AMG Affiliated Managers Group | New | 0.15% | +0.15 |
| ISRG Intuitive Surgical Inc. | New | 0.13% | +0.13 |
| GCOW Pacer Global Cash Cows Divid | Add +8.2% | 1.15% | +0.07 |
| PFFV Global X Variable Rate Pref | Add +12.0% | 3.24% | +0.06 |
| JNJ Johnson & Johnson | Add +0.0% | 1.02% | +0.05 |
| GVIP Gold Sachs Hedge Ind Vip ETF | Add +43.9% | 0.19% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +5.7% | 1.07% | +0.05 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.27% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +15.9% | 0.46% | +0.04 |
| CRM Salesforce Inc. | Add +0.7% | 0.63% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.63% | +0.04 |
| ACWI iShares MSCI Acwi ETF | Add +28.9% | 0.17% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | Add +0.5% | 0.25% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.6% | 0.47% | +0.03 |
| CIM Chimera Investment Corp. | Add +25.6% | 0.25% | +0.03 |
| XLV SS Health Care Select Sector | Add +0.2% | 0.38% | +0.02 |
| ADI Analog Devices Inc. | Add +0.8% | 0.32% | +0.02 |
| XMLV Invesco S&P Midcap Low Volat | Add +9.9% | 0.65% | +0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.54% | 0.00 |
| BKNG Booking Holdings Inc. | Add +1.5% | 0.23% | −0.01 |
| MCD McDonald's Corp. | Add +0.4% | 0.30% | −0.01 |
| FTNT Fortinet Inc. | Add +6.3% | 0.27% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Add +2.8% | 0.40% | −0.01 |
| UTF Cohen & Steers Infrastructur | Add +3.2% | 0.35% | −0.02 |
| SYK Stryker Corp. | Add +0.8% | 0.20% | −0.02 |
| V Visa Inc. Class A | Add +0.1% | 0.73% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.0% | 0.47% | −0.02 |
| WMB Williams Cos Inc. | Add +0.8% | 0.25% | −0.03 |
| CBRE GBL REAL ESTATE INC FD | Add +16.7% | 0.51% | −0.03 |
| KMI Kinder Morgan Inc. | Add +1.4% | 0.46% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 0.85% | −0.05 |
| UBER Uber Technologies Inc. | Add +0.7% | 0.20% | −0.05 |
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 |