Investment Partners Asset Management, Inc. Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$143.7M

Holdings

156

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (156 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	35,945	$7.4M	5.13%
2	MSFTMICROSOFT CORP	12,714	$6.3M	4.40%
3	JEPIJ P MORGAN EXCHANGE TRADED F	86,856	$4.9M	3.44%
4	PFFVGLOBAL X FDS	191,816	$4.4M	3.04%
5	NVDANVIDIA CORPORATION	25,595	$4.0M	2.81%
6	METAMETA PLATFORMS INC	4,610	$3.4M	2.37%
7	GOOGLALPHABET INC	18,234	$3.2M	2.24%
8	XYLDGLOBAL X FDS	75,905	$3.0M	2.06%
9	IBMINTERNATIONAL BUSINESS MACHS	8,920	$2.6M	1.83%
10	PYLDPIMCO ETF TR	98,364	$2.6M	1.82%
11	TAT&T INC	84,190	$2.4M	1.70%
12	NDQINVESCO QQQ TR	4,261	$2.4M	1.64%
13	AMZNAMAZON COM INC	10,151	$2.2M	1.55%
14	GSGOLDMAN SACHS GROUP INC	3,053	$2.2M	1.50%
15	BBHYJ P MORGAN EXCHANGE TRADED F	46,198	$2.2M	1.50%
16	JPHYJ P MORGAN EXCHANGE TRADED F	46,198	$2.2M	1.50%
17	QYLDGLOBAL X FDS	123,287	$2.1M	1.43%
18	ORCLORACLE CORP	9,368	$2.0M	1.42%
19	STIPISHARES TR	19,055	$2.0M	1.36%
20	JPMJPMORGAN CHASE & CO.	6,009	$1.7M	1.21%
21	BIZDVANECK ETF TRUST	106,353	$1.7M	1.20%
22	BEPCBROOKFIELD RENEWABLE CORP	49,506	$1.6M	1.13%
23	COWZPACER FDS TR	29,107	$1.6M	1.12%
24	SGOLETFS GOLD TR	50,197	$1.6M	1.10%
25	GCOWPACER FDS TR	41,517	$1.6M	1.10%
26	GOOGALPHABET INC	8,686	$1.5M	1.07%
27	BACVERIZON COMMUNICATIONS INC	34,771	$1.5M	1.05%
28	VVISA INC	3,638	$1.3M	0.90%
29	SPYSPDR S&P 500 ETF TR	2,050	$1.3M	0.88%
30	EEMVISHARES INC	19,705	$1.2M	0.86%
31	JNJJOHNSON & JOHNSON	8,094	$1.2M	0.86%
32	XAGDXABRDN GLOBAL DYNAMIC DIVIDEN	109,406	$1.2M	0.84%
33	GSBDGOLDMAN SACHS BDC INC	106,141	$1.2M	0.83%
34	BRK/BBERKSHIRE HATHAWAY INC DEL	2,415	$1.2M	0.82%
35	BXBLACKSTONE INC	7,833	$1.2M	0.82%
36	QCOMQUALCOMM INC	7,249	$1.2M	0.80%
37	ICOWPACER FDS TR	32,623	$1.1M	0.77%
38	MIGAMICROSTRATEGY INC	2,559	$1.0M	0.72%
39	XMLVINVESCO EXCH TRADED FD TR II	16,553	$1.0M	0.71%
40	RYLDGLOBAL X FDS	67,447	$1.0M	0.70%
41	CRMSALESFORCE INC	3,672	$1.0M	0.70%
42	WPMWHEATON PRECIOUS METALS CORP	10,706	$961K	0.67%
43	SCHFSCHWAB STRATEGIC TR	42,774	$945K	0.66%
44	SOSOUTHERN CO	10,139	$931K	0.65%
45	CSCOCISCO SYS INC	13,201	$916K	0.64%
46	IGRCBRE GBL REAL ESTATE INC FD	173,024	$915K	0.64%
47	USMVISHARES TR	9,730	$913K	0.64%
48	AVGOBROADCOM INC	3,193	$880K	0.61%
49	KOCOCA COLA CO	12,266	$868K	0.60%
50	SCHCSCHWAB STRATEGIC TR	19,694	$839K	0.58%
51	ACNACCENTURE PLC IRELAND	2,727	$815K	0.57%
52	SHVISHARES TR	7,275	$803K	0.56%
53	GEGE AEROSPACE	3,113	$801K	0.56%
54	IWMISHARES TR	3,704	$799K	0.56%
55	COSTCOSTCO WHSL CORP NEW	801	$793K	0.55%
56	KMIKINDER MORGAN INC DEL	26,366	$775K	0.54%
57	XLFSELECT SECTOR SPDR TR	14,637	$767K	0.53%
58	DGROISHARES TR	11,279	$721K	0.50%
59	PANWPALO ALTO NETWORKS INC	3,398	$695K	0.48%
60	JPSTJ P MORGAN EXCHANGE TRADED F	13,491	$684K	0.48%
61	XLKSELECT SECTOR SPDR TR	2,700	$684K	0.48%
62	PEPPEPSICO INC	5,154	$681K	0.47%
63	HDVISHARES TR	5,635	$660K	0.46%
64	FTCSFIRST TR EXCHANGE-TRADED FD	7,010	$637K	0.44%
65	UTFCOHEN & STEERS INFRASTRUCTUR	22,938	$618K	0.43%
66	TPYPTORTOISE CAPITAL SERIES TRUS	17,285	$618K	0.43%
67	KNGFIRST TR EXCHANGE-TRADED FD	12,375	$608K	0.42%
68	BXSLBLACKSTONE SECD LENDING FD	19,683	$605K	0.42%
69	XOMEXXON MOBIL CORP	5,607	$604K	0.42%
70	ADPAUTOMATIC DATA PROCESSING IN	1,956	$603K	0.42%
71	MLB1MERCADOLIBRE INC	230	$601K	0.42%
72	SCHDSCHWAB STRATEGIC TR	21,846	$579K	0.40%
73	MUMICRON TECHNOLOGY INC	4,652	$573K	0.40%
74	ITA*ISHARES TR	3,034	$572K	0.40%
75	DESWISDOMTREE TR	17,213	$547K	0.38%
76	CPRJCALAMOS ETF TR	21,168	$545K	0.38%
77	WMTWALMART INC	5,564	$544K	0.38%
78	GQ9SPDR GOLD TR	1,780	$543K	0.38%
79	HACKAMPLIFY ETF TR	6,208	$536K	0.37%
80	ASMLASML HOLDING N V	663	$531K	0.37%
81	GSKGSK PLC	13,796	$530K	0.37%
82	GBILGOLDMAN SACHS ETF TR	5,253	$526K	0.37%
83	MRKMERCK & CO INC	6,622	$524K	0.36%
84	XLVSELECT SECTOR SPDR TR	3,867	$521K	0.36%
85	CBCHUBB LIMITED	1,789	$518K	0.36%
86	XBXMXNUVEEN S&P 500 BUY-WRITE INC	37,219	$517K	0.36%
87	IBITISHARES BITCOIN TRUST ETF	8,268	$506K	0.35%
88	ISDPGIM HIGH YIELD BOND FUND IN	35,690	$506K	0.35%
89	YMAXTIDAL TR II	36,479	$502K	0.35%
90	WRBBERKLEY W R CORP	6,750	$496K	0.35%
91	BCCCGLOBAL X FDS	11,316	$493K	0.34%
92	DUKDUKE ENERGY CORP NEW	4,178	$493K	0.34%
93	ADBEADOBE INC	1,265	$489K	0.34%
94	PGPROCTER AND GAMBLE CO	3,018	$481K	0.33%
95	DONSPDR DOW JONES INDL AVERAGE	1,040	$458K	0.32%
96	CMGCHIPOTLE MEXICAN GRILL INC	8,084	$454K	0.32%
97	ADIANALOG DEVICES INC	1,907	$454K	0.32%
98	MCDMCDONALDS CORP	1,553	$454K	0.32%
99	FTNTFORTINET INC	4,202	$444K	0.31%
100	BMYBRISTOL-MYERS SQUIBB CO	9,497	$440K	0.31%

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