Investment Partners Asset Management, Inc. Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$160.6M
Holdings
159
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (159 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 35,183 | $9.6M | 5.95% | |
| 2 | MSFTMICROSOFT CORP | 12,524 | $6.1M | 3.77% | |
| 3 | JEPIJ P MORGAN EXCHANGE TRADED F | 104,990 | $6.0M | 3.74% | |
| 4 | GOOGLALPHABET INC | 17,429 | $5.5M | 3.40% | |
| 5 | PFFVGLOBAL X FDS | 234,301 | $5.2M | 3.24% | |
| 6 | NVDANVIDIA CORPORATION | 24,304 | $4.5M | 2.82% | |
| 7 | SPYINEOS ETF TRUST | 70,535 | $3.7M | 2.31% | |
| 8 | PYLDPIMCO ETF TR | 134,465 | $3.6M | 2.23% | |
| 9 | JEPQJ P MORGAN EXCHANGE TRADED F | 54,324 | $3.2M | 1.97% | |
| 10 | METAMETA PLATFORMS INC | 4,487 | $3.0M | 1.84% | |
| 11 | STIPISHARES TR | 26,606 | $2.7M | 1.70% | |
| 12 | IBMINTERNATIONAL BUSINESS MACHS | 9,034 | $2.7M | 1.67% | |
| 13 | GSGOLDMAN SACHS GROUP INC | 3,037 | $2.7M | 1.66% | |
| 14 | GOOGALPHABET INC | 8,295 | $2.6M | 1.62% | |
| 15 | NDQINVESCO QQQ TR | 4,236 | $2.6M | 1.62% | |
| 16 | AMZNAMAZON COM INC | 10,020 | $2.3M | 1.44% | |
| 17 | BBHYJ P MORGAN EXCHANGE TRADED F | 46,056 | $2.1M | 1.33% | |
| 18 | TAT&T INC | 83,228 | $2.1M | 1.29% | |
| 19 | SGOLETFS GOLD TR | 48,147 | $2.0M | 1.23% | |
| 20 | JPMJPMORGAN CHASE & CO. | 5,890 | $1.9M | 1.18% | |
| 21 | GCOWPACER FDS TR | 44,924 | $1.9M | 1.15% | |
| 22 | ORCLORACLE CORP | 8,847 | $1.7M | 1.07% | |
| 23 | COWZPACER FDS TR | 28,449 | $1.7M | 1.07% | |
| 24 | JNJJOHNSON & JOHNSON | 7,909 | $1.6M | 1.02% | |
| 25 | BEPCBROOKFIELD RENEWABLE CORP | 41,263 | $1.6M | 0.98% | |
| 26 | PFFAETFIS SER TR I | 66,076 | $1.4M | 0.89% | |
| 27 | TBUXT ROWE PRICE ETF INC | 28,308 | $1.4M | 0.88% | |
| 28 | SPYSPDR S&P 500 ETF TR | 2,046 | $1.4M | 0.87% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,718 | $1.4M | 0.85% | |
| 30 | QCOMQUALCOMM INC | 7,962 | $1.4M | 0.85% | |
| 31 | BACVERIZON COMMUNICATIONS INC | 33,187 | $1.4M | 0.84% | |
| 32 | LLYELI LILLY & CO | 1,252 | $1.3M | 0.84% | |
| 33 | BIZDVANECK ETF TRUST | 94,373 | $1.3M | 0.83% | |
| 34 | ARCCARES CAPITAL CORP | 64,976 | $1.3M | 0.82% | |
| 35 | HOLAJ P MORGAN EXCHANGE TRADED F | 23,508 | $1.2M | 0.76% | |
| 36 | WPMWHEATON PRECIOUS METALS CORP | 10,241 | $1.2M | 0.75% | |
| 37 | BXBLACKSTONE INC | 7,719 | $1.2M | 0.74% | |
| 38 | VVISA INC | 3,337 | $1.2M | 0.73% | |
| 39 | DGROISHARES TR | 16,463 | $1.1M | 0.71% | |
| 40 | EEMVISHARES INC | 16,833 | $1.1M | 0.67% | |
| 41 | EVTRMORGAN STANLEY ETF TRUST | 20,765 | $1.1M | 0.67% | |
| 42 | ICOWPACER FDS TR | 27,402 | $1.1M | 0.66% | |
| 43 | XMLVINVESCO EXCH TRADED FD TR II | 16,839 | $1.1M | 0.65% | |
| 44 | AVGOBROADCOM INC | 2,981 | $1.0M | 0.64% | |
| 45 | MUMICRON TECHNOLOGY INC | 3,600 | $1.0M | 0.64% | |
| 46 | CRMSALESFORCE INC | 3,848 | $1.0M | 0.63% | |
| 47 | CSCOCISCO SYS INC | 13,204 | $1.0M | 0.63% | |
| 48 | BXSLBLACKSTONE SECD LENDING FD | 37,028 | $974K | 0.61% | |
| 49 | XAGDXABRDN GLOBAL DYNAMIC DIVIDEN | 82,605 | $963K | 0.60% | |
| 50 | GEGE AEROSPACE | 2,963 | $912K | 0.57% | |
| 51 | IWMISHARES TR | 3,625 | $892K | 0.56% | |
| 52 | SOSOUTHERN CO | 10,144 | $884K | 0.55% | |
| 53 | KOCOCA COLA CO | 12,346 | $863K | 0.54% | |
| 54 | FPEIFIRST TR EXCH TRADED FD III | 43,659 | $846K | 0.53% | |
| 55 | XLFSELECT SECTOR SPDR TR | 15,347 | $840K | 0.52% | |
| 56 | SCHCSCHWAB STRATEGIC TR | 18,377 | $836K | 0.52% | |
| 57 | IGRCBRE GBL REAL ESTATE INC FD | 185,603 | $812K | 0.51% | |
| 58 | ASMLASML HOLDING N V | 712 | $761K | 0.47% | |
| 59 | XLKSELECT SECTOR SPDR TR | 5,215 | $750K | 0.47% | |
| 60 | USMVISHARES TR | 7,962 | $749K | 0.47% | |
| 61 | JPSTJ P MORGAN EXCHANGE TRADED F | 14,713 | $744K | 0.46% | |
| 62 | KMIKINDER MORGAN INC DEL | 26,748 | $735K | 0.46% | |
| 63 | LRCXLAM RESEARCH CORP | 4,255 | $728K | 0.45% | |
| 64 | ACNACCENTURE PLC IRELAND | 2,646 | $709K | 0.44% | |
| 65 | GQ9SPDR GOLD TR | 1,748 | $692K | 0.43% | |
| 66 | HDVISHARES TR | 5,549 | $674K | 0.42% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 777 | $670K | 0.42% | |
| 68 | XOMEXXON MOBIL CORP | 5,472 | $658K | 0.41% | |
| 69 | DESWISDOMTREE TR | 19,354 | $647K | 0.40% | |
| 70 | PEPPEPSICO INC | 4,411 | $633K | 0.39% | |
| 71 | ITA*ISHARES TR | 2,942 | $631K | 0.39% | |
| 72 | PANWPALO ALTO NETWORKS INC | 3,328 | $613K | 0.38% | |
| 73 | XLVSELECT SECTOR SPDR TR | 3,944 | $610K | 0.38% | |
| 74 | KNGFIRST TR EXCHANGE-TRADED FD | 12,350 | $607K | 0.38% | |
| 75 | WMTWALMART INC | 5,427 | $604K | 0.38% | |
| 76 | TPYPTORTOISE CAPITAL SERIES TRUS | 17,101 | $603K | 0.38% | |
| 77 | GSKGSK PLC | 12,049 | $590K | 0.37% | |
| 78 | SHVISHARES TR | 5,275 | $581K | 0.36% | |
| 79 | UTFCOHEN & STEERS INFRASTRUCTUR | 23,600 | $568K | 0.35% | |
| 80 | CPRJCALAMOS ETF TR | 21,168 | $566K | 0.35% | |
| 81 | GBILGOLDMAN SACHS ETF TR | 5,441 | $543K | 0.34% | |
| 82 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 36,709 | $539K | 0.34% | |
| 83 | GEVGE VERNOVA INC | 807 | $527K | 0.33% | |
| 84 | BCCCGLOBAL X FDS | 10,841 | $518K | 0.32% | |
| 85 | ADIANALOG DEVICES INC | 1,907 | $517K | 0.32% | |
| 86 | ISDPGIM HIGH YIELD BOND FUND IN | 35,180 | $509K | 0.32% | |
| 87 | ADBEADOBE INC | 1,450 | $507K | 0.32% | |
| 88 | ABBVABBVIE INC | 2,201 | $502K | 0.31% | |
| 89 | BMYBRISTOL-MYERS SQUIBB CO | 9,297 | $501K | 0.31% | |
| 90 | ADPAUTOMATIC DATA PROCESSING IN | 1,940 | $499K | 0.31% | |
| 91 | DONSPDR DOW JONES INDL AVERAGE | 1,034 | $496K | 0.31% | |
| 92 | HACKAMPLIFY ETF TR | 6,158 | $494K | 0.31% | |
| 93 | DUKDUKE ENERGY CORP NEW | 4,178 | $489K | 0.30% | |
| 94 | MCDMCDONALDS CORP | 1,563 | $477K | 0.30% | |
| 95 | WRBBERKLEY W R CORP | 6,750 | $473K | 0.29% | |
| 96 | MLB1MERCADOLIBRE INC | 229 | $461K | 0.29% | |
| 97 | BDJBLACKROCK ENHANCED EQUITY DI | 47,389 | $449K | 0.28% | |
| 98 | IBITISHARES BITCOIN TRUST ETF | 8,858 | $439K | 0.27% | |
| 99 | CBCHUBB LIMITED | 1,375 | $429K | 0.27% | |
| 100 | FTNTFORTINET INC | 5,397 | $428K | 0.27% |
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