Investment Partners Asset Management, Inc. Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$143.7B
Holdings
156
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 35,945 | $7.4B | 5.13% | |
| 2 | MSFTMICROSOFT CORP | 12,714 | $6.3B | 4.40% | |
| 3 | JEPIJ P MORGAN EXCHANGE TRADED F | 86,856 | $4.9B | 3.44% | |
| 4 | PFFVGLOBAL X FDS | 191,816 | $4.4B | 3.04% | |
| 5 | NVDANVIDIA CORPORATION | 25,595 | $4.0B | 2.81% | |
| 6 | METAMETA PLATFORMS INC | 4,610 | $3.4B | 2.37% | |
| 7 | GOOGLALPHABET INC | 18,234 | $3.2B | 2.24% | |
| 8 | XYLDGLOBAL X FDS | 75,905 | $3.0B | 2.06% | |
| 9 | IBMINTERNATIONAL BUSINESS MACHS | 8,920 | $2.6B | 1.83% | |
| 10 | PYLDPIMCO ETF TR | 98,364 | $2.6B | 1.82% | |
| 11 | TAT&T INC | 84,190 | $2.4B | 1.70% | |
| 12 | NDQINVESCO QQQ TR | 4,261 | $2.4B | 1.64% | |
| 13 | AMZNAMAZON COM INC | 10,151 | $2.2B | 1.55% | |
| 14 | GSGOLDMAN SACHS GROUP INC | 3,053 | $2.2B | 1.50% | |
| 15 | BBHYJ P MORGAN EXCHANGE TRADED F | 46,198 | $2.2B | 1.50% | |
| 16 | JPHYJ P MORGAN EXCHANGE TRADED F | 46,198 | $2.2B | 1.50% | |
| 17 | QYLDGLOBAL X FDS | 123,287 | $2.1B | 1.43% | |
| 18 | ORCLORACLE CORP | 9,368 | $2.0B | 1.42% | |
| 19 | STIPISHARES TR | 19,055 | $2.0B | 1.36% | |
| 20 | JPMJPMORGAN CHASE & CO. | 6,009 | $1.7B | 1.21% | |
| 21 | BIZDVANECK ETF TRUST | 106,353 | $1.7B | 1.20% | |
| 22 | BEPCBROOKFIELD RENEWABLE CORP | 49,506 | $1.6B | 1.13% | |
| 23 | COWZPACER FDS TR | 29,107 | $1.6B | 1.12% | |
| 24 | SGOLETFS GOLD TR | 50,197 | $1.6B | 1.10% | |
| 25 | GCOWPACER FDS TR | 41,517 | $1.6B | 1.10% | |
| 26 | GOOGALPHABET INC | 8,686 | $1.5B | 1.07% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 34,771 | $1.5B | 1.05% | |
| 28 | VVISA INC | 3,638 | $1.3B | 0.90% | |
| 29 | SPYSPDR S&P 500 ETF TR | 2,050 | $1.3B | 0.88% | |
| 30 | EEMVISHARES INC | 19,705 | $1.2B | 0.86% | |
| 31 | JNJJOHNSON & JOHNSON | 8,094 | $1.2B | 0.86% | |
| 32 | XAGDXABRDN GLOBAL DYNAMIC DIVIDEN | 109,406 | $1.2B | 0.84% | |
| 33 | GSBDGOLDMAN SACHS BDC INC | 106,141 | $1.2B | 0.83% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,415 | $1.2B | 0.82% | |
| 35 | BXBLACKSTONE INC | 7,833 | $1.2B | 0.82% | |
| 36 | QCOMQUALCOMM INC | 7,249 | $1.2B | 0.80% | |
| 37 | ICOWPACER FDS TR | 32,623 | $1.1B | 0.77% | |
| 38 | MIGAMICROSTRATEGY INC | 2,559 | $1.0B | 0.72% | |
| 39 | XMLVINVESCO EXCH TRADED FD TR II | 16,553 | $1.0B | 0.71% | |
| 40 | RYLDGLOBAL X FDS | 67,447 | $1.0B | 0.70% | |
| 41 | CRMSALESFORCE INC | 3,672 | $1.0B | 0.70% | |
| 42 | WPMWHEATON PRECIOUS METALS CORP | 10,706 | $961.4M | 0.67% | |
| 43 | SCHFSCHWAB STRATEGIC TR | 42,774 | $945.3M | 0.66% | |
| 44 | SOSOUTHERN CO | 10,139 | $931.1M | 0.65% | |
| 45 | CSCOCISCO SYS INC | 13,201 | $915.9M | 0.64% | |
| 46 | IGRCBRE GBL REAL ESTATE INC FD | 173,024 | $915.3M | 0.64% | |
| 47 | USMVISHARES TR | 9,730 | $913.4M | 0.64% | |
| 48 | AVGOBROADCOM INC | 3,193 | $880.1M | 0.61% | |
| 49 | KOCOCA COLA CO | 12,266 | $867.8M | 0.60% | |
| 50 | SCHCSCHWAB STRATEGIC TR | 19,694 | $838.8M | 0.58% | |
| 51 | ACNACCENTURE PLC IRELAND | 2,727 | $815.1M | 0.57% | |
| 52 | SHVISHARES TR | 7,275 | $803.3M | 0.56% | |
| 53 | GEGE AEROSPACE | 3,113 | $801.3M | 0.56% | |
| 54 | IWMISHARES TR | 3,704 | $799.3M | 0.56% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 801 | $792.9M | 0.55% | |
| 56 | KMIKINDER MORGAN INC DEL | 26,366 | $775.2M | 0.54% | |
| 57 | XLFSELECT SECTOR SPDR TR | 14,637 | $766.5M | 0.53% | |
| 58 | DGROISHARES TR | 11,279 | $721.2M | 0.50% | |
| 59 | PANWPALO ALTO NETWORKS INC | 3,398 | $695.4M | 0.48% | |
| 60 | JPSTJ P MORGAN EXCHANGE TRADED F | 13,491 | $683.7M | 0.48% | |
| 61 | XLKSELECT SECTOR SPDR TR | 2,700 | $683.7M | 0.48% | |
| 62 | PEPPEPSICO INC | 5,154 | $680.5M | 0.47% | |
| 63 | HDVISHARES TR | 5,635 | $660.3M | 0.46% | |
| 64 | FTCSFIRST TR EXCHANGE-TRADED FD | 7,010 | $637.1M | 0.44% | |
| 65 | UTFCOHEN & STEERS INFRASTRUCTUR | 22,938 | $618.2M | 0.43% | |
| 66 | TPYPTORTOISE CAPITAL SERIES TRUS | 17,285 | $617.6M | 0.43% | |
| 67 | KNGFIRST TR EXCHANGE-TRADED FD | 12,375 | $607.6M | 0.42% | |
| 68 | BXSLBLACKSTONE SECD LENDING FD | 19,683 | $605.3M | 0.42% | |
| 69 | XOMEXXON MOBIL CORP | 5,607 | $604.4M | 0.42% | |
| 70 | ADPAUTOMATIC DATA PROCESSING IN | 1,956 | $603.2M | 0.42% | |
| 71 | MLB1MERCADOLIBRE INC | 230 | $601.1M | 0.42% | |
| 72 | SCHDSCHWAB STRATEGIC TR | 21,846 | $578.9M | 0.40% | |
| 73 | MUMICRON TECHNOLOGY INC | 4,652 | $573.4M | 0.40% | |
| 74 | ITA*ISHARES TR | 3,034 | $572.3M | 0.40% | |
| 75 | DESWISDOMTREE TR | 17,213 | $546.7M | 0.38% | |
| 76 | CPRJCALAMOS ETF TR | 21,168 | $545.4M | 0.38% | |
| 77 | WMTWALMART INC | 5,564 | $544.1M | 0.38% | |
| 78 | GQ9SPDR GOLD TR | 1,780 | $542.6M | 0.38% | |
| 79 | HACKAMPLIFY ETF TR | 6,208 | $536.2M | 0.37% | |
| 80 | ASMLASML HOLDING N V | 663 | $531.3M | 0.37% | |
| 81 | GSKGSK PLC | 13,796 | $529.8M | 0.37% | |
| 82 | GBILGOLDMAN SACHS ETF TR | 5,253 | $526.1M | 0.37% | |
| 83 | MRKMERCK & CO INC | 6,622 | $524.2M | 0.36% | |
| 84 | XLVSELECT SECTOR SPDR TR | 3,867 | $521.2M | 0.36% | |
| 85 | CBCHUBB LIMITED | 1,789 | $518.3M | 0.36% | |
| 86 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 37,219 | $516.6M | 0.36% | |
| 87 | IBITISHARES BITCOIN TRUST ETF | 8,268 | $506.1M | 0.35% | |
| 88 | ISDPGIM HIGH YIELD BOND FUND IN | 35,690 | $505.7M | 0.35% | |
| 89 | YMAXTIDAL TR II | 36,479 | $502.0M | 0.35% | |
| 90 | WRBBERKLEY W R CORP | 6,750 | $495.9M | 0.35% | |
| 91 | BCCCGLOBAL X FDS | 11,316 | $493.2M | 0.34% | |
| 92 | DUKDUKE ENERGY CORP NEW | 4,178 | $493.0M | 0.34% | |
| 93 | ADBEADOBE INC | 1,265 | $489.4M | 0.34% | |
| 94 | PGPROCTER AND GAMBLE CO | 3,018 | $480.9M | 0.33% | |
| 95 | DONSPDR DOW JONES INDL AVERAGE | 1,040 | $458.3M | 0.32% | |
| 96 | CMGCHIPOTLE MEXICAN GRILL INC | 8,084 | $453.9M | 0.32% | |
| 97 | ADIANALOG DEVICES INC | 1,907 | $453.9M | 0.32% | |
| 98 | MCDMCDONALDS CORP | 1,553 | $453.7M | 0.32% | |
| 99 | FTNTFORTINET INC | 4,202 | $444.2M | 0.31% | |
| 100 | BMYBRISTOL-MYERS SQUIBB CO | 9,497 | $439.6M | 0.31% |
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