Investment Partners Asset Management, Inc. Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$127.4B
Holdings
147
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 36,337 | $8.1B | 6.34% | |
| 2 | JEPIJ P MORGAN EXCHANGE TRADED F | 86,190 | $4.9B | 3.87% | |
| 3 | MSFTMICROSOFT CORP | 12,595 | $4.7B | 3.71% | |
| 4 | PFFVGLOBAL X FDS | 166,862 | $3.9B | 3.10% | |
| 5 | XYLDGLOBAL X FDS | 79,089 | $3.1B | 2.45% | |
| 6 | NVDANVIDIA CORPORATION | 25,362 | $2.7B | 2.16% | |
| 7 | GOOGLALPHABET INC | 17,534 | $2.7B | 2.13% | |
| 8 | METAMETA PLATFORMS INC | 4,521 | $2.6B | 2.05% | |
| 9 | TAT&T INC | 84,351 | $2.4B | 1.87% | |
| 10 | IBMINTERNATIONAL BUSINESS MACHS | 9,048 | $2.2B | 1.77% | |
| 11 | QYLDGLOBAL X FDS | 132,109 | $2.2B | 1.72% | |
| 12 | BBHYJ P MORGAN EXCHANGE TRADED F | 46,226 | $2.1B | 1.67% | |
| 13 | PYLDPIMCO ETF TR | 77,940 | $2.1B | 1.61% | |
| 14 | NDQINVESCO QQQ TR | 4,124 | $1.9B | 1.52% | |
| 15 | AMZNAMAZON COM INC | 10,142 | $1.9B | 1.51% | |
| 16 | STIPISHARES TR | 18,519 | $1.9B | 1.50% | |
| 17 | BIZDVANECK ETF TRUST | 104,237 | $1.7B | 1.37% | |
| 18 | GSGOLDMAN SACHS GROUP INC | 3,052 | $1.7B | 1.31% | |
| 19 | BACVERIZON COMMUNICATIONS INC | 34,952 | $1.6B | 1.24% | |
| 20 | BEPCBROOKFIELD RENEWABLE CORP | 54,591 | $1.5B | 1.20% | |
| 21 | GCOWPACER FDS TR | 41,025 | $1.5B | 1.19% | |
| 22 | COWZPACER FDS TR | 27,311 | $1.5B | 1.17% | |
| 23 | SGOLETFS GOLD TR | 47,542 | $1.4B | 1.11% | |
| 24 | GOOGALPHABET INC | 8,928 | $1.4B | 1.09% | |
| 25 | JPMJPMORGAN CHASE & CO. | 5,642 | $1.4B | 1.09% | |
| 26 | ORCLORACLE CORP | 9,524 | $1.3B | 1.05% | |
| 27 | GSBDGOLDMAN SACHS BDC INC | 102,300 | $1.2B | 0.93% | |
| 28 | JNJJOHNSON & JOHNSON | 7,050 | $1.2B | 0.92% | |
| 29 | VVISA INC | 3,323 | $1.2B | 0.91% | |
| 30 | EEMVISHARES INC | 19,616 | $1.1B | 0.90% | |
| 31 | BXBLACKSTONE INC | 8,177 | $1.1B | 0.90% | |
| 32 | SPYSPDR S&P 500 ETF TR | 2,022 | $1.1B | 0.89% | |
| 33 | QCOMQUALCOMM INC | 7,200 | $1.1B | 0.87% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,068 | $1.1B | 0.86% | |
| 35 | XAGDXABRDN GLOBAL DYNAMIC DIVIDEN | 109,606 | $1.1B | 0.86% | |
| 36 | ICOWPACER FDS TR | 32,564 | $1.0B | 0.80% | |
| 37 | RYLDGLOBAL X FDS | 67,559 | $1.0B | 0.80% | |
| 38 | XMLVINVESCO EXCH TRADED FD TR II | 16,109 | $994.2M | 0.78% | |
| 39 | CRMSALESFORCE INC | 3,489 | $936.3M | 0.73% | |
| 40 | SOSOUTHERN CO | 10,137 | $932.1M | 0.73% | |
| 41 | IGRCBRE GBL REAL ESTATE INC FD | 173,392 | $894.7M | 0.70% | |
| 42 | USMVISHARES TR | 9,125 | $854.6M | 0.67% | |
| 43 | SCHFSCHWAB STRATEGIC TR | 42,774 | $846.1M | 0.66% | |
| 44 | WPMWHEATON PRECIOUS METALS CORP | 10,751 | $834.6M | 0.66% | |
| 45 | PEPPEPSICO INC | 5,385 | $807.4M | 0.63% | |
| 46 | COSTCOSTCO WHSL CORP NEW | 831 | $785.9M | 0.62% | |
| 47 | CSCOCISCO SYS INC | 12,704 | $784.0M | 0.62% | |
| 48 | KOCOCA COLA CO | 10,874 | $778.8M | 0.61% | |
| 49 | SHVISHARES TR | 7,015 | $774.9M | 0.61% | |
| 50 | IWMISHARES TR | 3,851 | $768.2M | 0.60% | |
| 51 | KMIKINDER MORGAN INC DEL | 26,367 | $752.3M | 0.59% | |
| 52 | XLFSELECT SECTOR SPDR TR | 14,543 | $724.4M | 0.57% | |
| 53 | SCHCSCHWAB STRATEGIC TR | 19,370 | $695.0M | 0.55% | |
| 54 | MIGAMICROSTRATEGY INC | 2,369 | $682.9M | 0.54% | |
| 55 | HDVISHARES TR | 5,638 | $682.9M | 0.54% | |
| 56 | DGROISHARES TR | 10,931 | $675.3M | 0.53% | |
| 57 | ACNACCENTURE PLC IRELAND | 2,125 | $663.1M | 0.52% | |
| 58 | GEGE AEROSPACE | 3,288 | $658.1M | 0.52% | |
| 59 | JPSTJ P MORGAN EXCHANGE TRADED F | 12,853 | $650.7M | 0.51% | |
| 60 | XOMEXXON MOBIL CORP | 5,427 | $645.4M | 0.51% | |
| 61 | BXSLBLACKSTONE SECD LENDING FD | 19,710 | $637.8M | 0.50% | |
| 62 | KAMOMANAGED PORTFOLIO SERIES | 17,325 | $630.1M | 0.49% | |
| 63 | FTCSFIRST TR EXCHANGE-TRADED FD | 7,010 | $628.4M | 0.49% | |
| 64 | KNGFIRST TR EXCHANGE-TRADED FD | 12,375 | $625.2M | 0.49% | |
| 65 | GSKGSK PLC | 16,058 | $622.1M | 0.49% | |
| 66 | UTFCOHEN & STEERS INFRASTRUCTUR | 24,020 | $613.7M | 0.48% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 1,996 | $609.8M | 0.48% | |
| 68 | SCHDSCHWAB STRATEGIC TR | 21,652 | $605.4M | 0.48% | |
| 69 | GQ9SPDR GOLD TR | 2,080 | $599.3M | 0.47% | |
| 70 | MRKMERCK & CO INC | 6,644 | $596.3M | 0.47% | |
| 71 | BMYBRISTOL-MYERS SQUIBB CO | 9,497 | $579.2M | 0.45% | |
| 72 | AVGOBROADCOM INC | 3,453 | $578.1M | 0.45% | |
| 73 | XLVSELECT SECTOR SPDR TR | 3,867 | $564.6M | 0.44% | |
| 74 | XLKSELECT SECTOR SPDR TR | 2,700 | $557.5M | 0.44% | |
| 75 | PANWPALO ALTO NETWORKS INC | 3,248 | $554.2M | 0.44% | |
| 76 | DESWISDOMTREE TR | 17,098 | $546.5M | 0.43% | |
| 77 | ABBVABBVIE INC | 2,433 | $509.8M | 0.40% | |
| 78 | DUKDUKE ENERGY CORP NEW | 4,178 | $509.6M | 0.40% | |
| 79 | ISDPGIM HIGH YIELD BOND FUND IN | 35,005 | $498.8M | 0.39% | |
| 80 | CPRJCALAMOS ETF TR | 19,911 | $494.2M | 0.39% | |
| 81 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 37,309 | $489.5M | 0.38% | |
| 82 | WRBBERKLEY W R CORP | 6,750 | $480.3M | 0.38% | |
| 83 | MCDMCDONALDS CORP | 1,508 | $471.1M | 0.37% | |
| 84 | ITA*ISHARES TR | 3,034 | $464.5M | 0.36% | |
| 85 | PGPROCTER AND GAMBLE CO | 2,718 | $463.2M | 0.36% | |
| 86 | CBCHUBB LIMITED | 1,499 | $452.7M | 0.36% | |
| 87 | MLB1MERCADOLIBRE INC | 230 | $448.7M | 0.35% | |
| 88 | HACKAMPLIFY ETF TR | 6,208 | $445.7M | 0.35% | |
| 89 | ASMLASML HOLDING N V | 672 | $445.3M | 0.35% | |
| 90 | WMTWALMART INC | 5,061 | $444.3M | 0.35% | |
| 91 | MUMICRON TECHNOLOGY INC | 5,108 | $443.8M | 0.35% | |
| 92 | DONSPDR DOW JONES INDL AVERAGE | 1,020 | $428.3M | 0.34% | |
| 93 | BCCCGLOBAL X FDS | 11,331 | $427.5M | 0.34% | |
| 94 | JPIEJ P MORGAN EXCHANGE TRADED F | 9,106 | $419.5M | 0.33% | |
| 95 | ADBEADOBE INC | 1,061 | $406.9M | 0.32% | |
| 96 | FTNTFORTINET INC | 4,202 | $404.5M | 0.32% | |
| 97 | YMAGTIDAL TR II | 26,883 | $401.4M | 0.32% | |
| 98 | BDJBLACKROCK ENHANCED EQUITY DI | 46,265 | $397.9M | 0.31% | |
| 99 | VOVANGUARD INDEX FDS | 1,529 | $395.4M | 0.31% | |
| 100 | GBILGOLDMAN SACHS ETF TR | 3,903 | $391.0M | 0.31% |
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