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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $110.7M Q1 2024 Q2 2024: $112.2M Q2 2024 Q3 2024: $122.0M Q3 2024 Q4 2024: $127.4M Q4 2024 Q1 2025: $127.4M Q1 2025 Q2 2025: $143.7M Q2 2025 Q3 2025: $151.8M Q3 2025 Q4 2025: $160.6M $160.6M Q4 2025 Q1 2026: $162.0M Q1 2026 Q2 2026: $179.1M Q2 2026

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%
PG The Procter & Gamble Co. 0.27% 2,974 $426K No change
MRK Merck & Co. Inc. 0.27% 4,047 $426K Add +0.1%
PPH Vaneck Pharmaceutical ETF 0.26% 4,085 $421K Reduce -1.0%
SCHF Schwab Intl Equity ETF 0.26% 17,499 $421K Reduce -37.6%
NVO Novo-Nordisk A/S-Spons ADR 0.25% 8,029 $409K New
WMB Williams Cos Inc. 0.25% 6,749 $406K Add +0.8%
BCX BlackRock Resources & Commod 0.25% 36,913 $405K Reduce -0.0%
CIM Chimera Investment Corp. 0.25% 32,372 $402K Add +25.6%
XBI SS SPDR S&P Biotech ETF 0.25% 3,273 $399K Add +0.5%
SCHD Schwab US DVD Equity ETF 0.25% 14,435 $396K Reduce -34.1%
HEDJ Wisdomtree Europe Hedged Equ 0.24% 7,406 $393K No change
MSTR Strategy Inc. 0.24% 2,559 $389K No change
IJR iShares Core S&P Small-Cap E 0.24% 3,193 $384K Reduce -8.0%
ACWV iShares MSCI Global Min Vol 0.24% 3,228 $383K No change
JPIE JPMorgan Income ETF 0.24% 8,224 $381K Reduce -2.6%
CEE Central and Eastern Europe F 0.23% 21,292 $377K Reduce -4.5%
BKNG Booking Holdings Inc. 0.23% 69 $370K Add +1.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.23% 1,271 $369K Reduce -16.9%
VOO Vanguard S&P 500 ETF 0.23% 581 $364K Reduce -1.2%
MS Morgan Stanley 0.22% 2,000 $355K No change
PHYS Sprott Physical Gold Trust 0.21% 10,019 $331K Reduce -2.8%
CVX Chevron Corp. 0.20% 2,152 $328K No change
VIOO Vanguard S&P Small-Cap 600 E 0.20% 2,938 $326K Reduce -0.4%
BIPC Brookfield Infrastructure-A 0.20% 7,176 $326K Reduce -1.5%
CPNJ Calamos NSDQ100 Alt ETF 0.20% 12,012 $324K Reduce -8.8%
AUSF Global X Adaptive US Factor 0.20% 6,974 $323K New
UBER Uber Technologies Inc. 0.20% 3,898 $319K Add +0.7%
IVW iShares S&P 500 Growth ETF 0.20% 2,572 $317K No change
SYK Stryker Corp. 0.20% 896 $315K Add +0.8%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.19% 4,954 $301K New
GVIP Gold Sachs Hedge Ind Vip ETF 0.19% 1,923 $298K Add +43.9%
FTCS First Trust Capital Strength 0.19% 3,219 $298K Reduce -47.7%
VEEV Veeva Systems Inc. Class A 0.18% 1,310 $292K Add +0.8%
WSM Williams-Sonoma Inc. 0.18% 1,624 $290K Reduce -2.3%
GSBD Goldman Sachs BDC Inc. 0.18% 30,497 $283K Reduce -68.2%
D Dominion Energy Inc. 0.17% 4,729 $277K No change
ACWI iShares MSCI Acwi ETF 0.17% 1,941 $275K Add +28.9%
SHOP Shopify Inc. Class A 0.17% 1,677 $270K Reduce -4.3%
ANGL Vaneck Fallen Angel High YLD 0.17% 9,024 $265K New
EWG iShares MSCI Germany ETF 0.16% 6,186 $263K Reduce -6.6%
IVE iShares S&P 500 Value ETF 0.16% 1,200 $254K No change
AMX America Movil Sab DE CV 0.16% 12,247 $253K No change
CNX CNX Resources Corp. 0.16% 6,866 $252K No change
CG The Carlyle Group Inc. 0.16% 4,253 $251K Reduce -6.1%
RTX RTX Corp. 0.16% 1,364 $250K No change
XLI SS Industrial Select Sector 0.16% 1,608 $249K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 502 $245K Reduce -5.6%
RGLD Royal Gold Inc. 0.15% 1,092 $243K New
AMG Affiliated Managers Group 0.15% 836 $241K New
SPLV Invesco S&P 500 Low Volatili 0.14% 3,253 $232K No change
CPSA Calamos SP500 Strct Alt-Aug 0.14% 8,437 $227K Reduce -35.0%
SMAX iShares L Cap MB Sep ETF 0.14% 8,162 $220K No change
ISRG Intuitive Surgical Inc. 0.13% 372 $211K New
BN Brookfield Corp. 0.13% 4,540 $208K No change
ICLN iShares Global Clean Energy 0.11% 10,503 $173K No change
NVDY Yieldmax Nvda Option Inc. ETF 0.11% 11,591 $169K Reduce -2.5%
XEXGX Eaton Vance Tax-Managed Glob 0.07% 11,184 $107K No change
DNP DNP Select Income Fund Inc. 0.06% 10,000 $100K No change
XBGYX BlackRock Enh Intl DVD TR 0.05% 12,580 $74K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 168$179.1MAAPL, JEPI, GOOGL, PFFV, MSFT
Q1 2026 163$162.0MAAPL, JEPI, PFFV, GOOGL, MSFT
Q4 2025 159$160.6MAAPL, MSFT, JEPI, GOOGL, PFFV
Q3 2025 158$151.8MAAPL, MSFT, JEPI, PFFV, NVDA
Q2 2025 156$143.7MAAPL, MSFT, JEPI, PFFV, NVDA
Q1 2025 147$127.4MAAPL, JEPI, MSFT, PFFV, XYLD
Q4 2024 150$127.4MAAPL, MSFT, JEPI, PFFV, GOOGL
Q3 2024 143$122.0MAAPL, MSFT, JEPI, PFFV, XYLD
Q2 2024 133$112.2MAAPL, MSFT, JEPI, PFFV, GOOGL
Q1 2024 138$110.7MAAPL, MSFT, JEPI, PFFV, XYLD