Investment Partners Asset Management, Inc.

CIK 0001384416 • 6 13F filings • Apr 15, 2025 – Jul 24, 2026

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Filer information

Filed by: Investment Partners Asset Management, Inc., Chief Compliance Officer
Address: 10 STATION PLACE, METUCHEN, NJ, 08840
Phone: 732-205-0391
AUM: $160.6M

AUM over time

$179.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $127.4M147 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$510K	0.4%	2,433 SH
ABRDN GLOBAL DYNAMIC DIVIDEN	COM	$1.1M	0.9%	109,606 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$663K	0.5%	2,125 SH
ADOBE INC	COM	$407K	0.3%	1,061 SH
ALPHABET INC	CAP STK CL A	$2.7M	2.1%	17,534 SH
ALPHABET INC	CAP STK CL C	$1.4M	1.1%	8,928 SH
AMAZON COM INC	COM	$1.9M	1.5%	10,142 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$174K	0.1%	12,247 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$446K	0.3%	6,208 SH
ANALOG DEVICES INC	COM	$385K	0.3%	1,907 SH
APPLE INC	COM	$8.1M	6.3%	36,337 SH
ASML HOLDING N V	N Y REGISTRY SHS	$445K	0.3%	672 SH
AT&T INC	COM	$2.4M	1.9%	84,351 SH
AUTOMATIC DATA PROCESSING IN	COM	$610K	0.5%	1,996 SH
BERKLEY W R CORP	COM	$480K	0.4%	6,750 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.9%	2,068 SH
BLACKROCK ENHANCED EQUITY DI	COM	$398K	0.3%	46,265 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$74K	0.1%	13,186 SH
BLACKROCK RES & COMMODITIES	SHS	$368K	0.3%	39,420 SH
BLACKSTONE INC	COM	$1.1M	0.9%	8,177 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$638K	0.5%	19,710 SH
BOOKING HOLDINGS INC	COM	$313K	0.2%	68 SH
BRISTOL-MYERS SQUIBB CO	COM	$579K	0.5%	9,497 SH
BROADCOM INC	COM	$578K	0.5%	3,453 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$265K	0.2%	7,328 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.5M	1.2%	54,591 SH
CALAMOS ETF TR	NASDAQ 100 STRUC	$281K	0.2%	11,422 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$494K	0.4%	19,911 SH
CBRE GBL REAL ESTATE INC FD	COM	$895K	0.7%	173,392 SH
CENTRAL & EASTERN EUROPE FD	COM	$382K	0.3%	26,504 SH
CHEVRON CORP NEW	COM	$239K	0.2%	1,427 SH
CHIMERA INVT CORP	COM SHS	$185K	0.1%	14,437 SH
CHIPOTLE MEXICAN GRILL INC	COM	$385K	0.3%	7,669 SH
CHUBB LIMITED	COM	$453K	0.4%	1,499 SH
CISCO SYS INC	COM	$784K	0.6%	12,704 SH
CNX RES CORP	COM	$216K	0.2%	6,866 SH
COCA COLA CO	COM	$779K	0.6%	10,874 SH
COHEN & STEERS INFRASTRUCTUR	COM	$614K	0.5%	24,020 SH
COSTCO WHSL CORP NEW	COM	$786K	0.6%	831 SH
DNP SELECT INCOME FD INC	COM	$99K	0.1%	10,000 SH
DOMINION ENERGY INC	COM	$265K	0.2%	4,729 SH
DUKE ENERGY CORP NEW	COM NEW	$510K	0.4%	4,178 SH
EATON VANCE TAX-MANAGED GLOB	COM	$99K	0.1%	12,184 SH
ELI LILLY & CO	COM	$285K	0.2%	345 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$1.4M	1.1%	47,542 SH
EXXON MOBIL CORP	COM	$645K	0.5%	5,427 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$628K	0.5%	7,010 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$625K	0.5%	12,375 SH
FISERV INC	COM	$234K	0.2%	1,058 SH
FORTINET INC	COM	$404K	0.3%	4,202 SH
GE AEROSPACE	COM NEW	$658K	0.5%	3,288 SH
GE VERNOVA INC	COM	$259K	0.2%	847 SH
GLOBAL X FDS	NASDAQ 100 COVER	$2.2M	1.7%	132,109 SH
GLOBAL X FDS	RATE PREFERRED	$3.9M	3.1%	166,862 SH
GLOBAL X FDS	RUSSELL 2000	$1.0M	0.8%	67,559 SH
GLOBAL X FDS	S&P 500 COVERED	$3.1M	2.5%	79,089 SH
GLOBAL X FDS	US INFR DEV ETF	$428K	0.3%	11,331 SH
GOLDMAN SACHS BDC INC	SHS	$1.2M	0.9%	102,300 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$391K	0.3%	3,903 SH
GOLDMAN SACHS GROUP INC	COM	$1.7M	1.3%	3,052 SH
GSK PLC	SPONSORED ADR	$622K	0.5%	16,058 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	1.8%	9,048 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$994K	0.8%	16,109 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$243K	0.2%	3,253 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	1.5%	4,124 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$322K	0.3%	6,883 SH
ISHARES INC	MSCI EMERG MRKT	$1.1M	0.9%	19,616 SH
ISHARES INC	MSCI GBL MIN VOL	$376K	0.3%	3,228 SH
ISHARES INC	MSCI GERMANY ETF	$264K	0.2%	7,114 SH
ISHARES TR	0-5 YR TIPS ETF	$1.9M	1.5%	18,519 SH
ISHARES TR	CORE DIV GRWTH	$675K	0.5%	10,931 SH
ISHARES TR	CORE HIGH DV ETF	$683K	0.5%	5,638 SH
ISHARES TR	CORE S&P SCP ETF	$354K	0.3%	3,383 SH
ISHARES TR	GL CLEAN ENE ETF	$122K	0.1%	10,678 SH
ISHARES TR	INVT GRD CORP BD	$235K	0.2%	8,926 SH
ISHARES TR	LARGE CAP MAX BU	$204K	0.2%	8,162 SH
ISHARES TR	MSCI USA MIN VOL	$855K	0.7%	9,125 SH
ISHARES TR	RUSSELL 2000 ETF	$768K	0.6%	3,851 SH
ISHARES TR	S&P 500 GRWT ETF	$237K	0.2%	2,552 SH
ISHARES TR	S&P 500 VAL ETF	$229K	0.2%	1,200 SH
ISHARES TR	SHORT TREAS BD	$775K	0.6%	7,015 SH
ISHARES TR	US AER DEF ETF	$465K	0.4%	3,034 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.1M	1.7%	46,226 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.9M	3.9%	86,190 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$420K	0.3%	9,106 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$651K	0.5%	12,853 SH
JOHNSON & JOHNSON	COM	$1.2M	0.9%	7,050 SH
JPMORGAN CHASE & CO.	COM	$1.4M	1.1%	5,642 SH
KINDER MORGAN INC DEL	COM	$752K	0.6%	26,367 SH
LAM RESEARCH CORP	COM NEW	$318K	0.2%	4,373 SH
LULULEMON ATHLETICA INC	COM	$245K	0.2%	866 SH
MANAGED PORTFOLIO SERIES	TORTOISE NRAM PI	$630K	0.5%	17,325 SH
MCDONALDS CORP	COM	$471K	0.4%	1,508 SH
MERCADOLIBRE INC	COM	$449K	0.4%	230 SH
MERCK & CO INC	COM	$596K	0.5%	6,644 SH
META PLATFORMS INC	CL A	$2.6M	2.0%	4,521 SH
MICRON TECHNOLOGY INC	COM	$444K	0.3%	5,108 SH
MICROSOFT CORP	COM	$4.7M	3.7%	12,595 SH
MICROSTRATEGY INC	CL A NEW	$683K	0.5%	2,369 SH
MORGAN STANLEY	COM NEW	$233K	0.2%	2,000 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$489K	0.4%	37,309 SH
NVIDIA CORPORATION	COM	$2.7M	2.2%	25,362 SH
ORACLE CORP	COM	$1.3M	1.0%	9,524 SH
PACER FDS TR	DEVELOPED MRKT	$1.0M	0.8%	32,564 SH
PACER FDS TR	GLOBL CASH ETF	$1.5M	1.2%	41,025 SH
PACER FDS TR	US CASH COWS 100	$1.5M	1.2%	27,311 SH
PALO ALTO NETWORKS INC	COM	$554K	0.4%	3,248 SH
PEPSICO INC	COM	$807K	0.6%	5,385 SH
PGIM HIGH YIELD BOND FUND IN	COM	$499K	0.4%	35,005 SH
PIMCO ETF TR	MULTISECTOR BD	$2.1M	1.6%	77,940 SH
PROCTER AND GAMBLE CO	COM	$463K	0.4%	2,718 SH
QUALCOMM INC	COM	$1.1M	0.9%	7,200 SH
SALESFORCE INC	COM	$936K	0.7%	3,489 SH
SANDSTORM GOLD LTD	COM NEW	$161K	0.1%	21,347 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$846K	0.7%	42,774 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$695K	0.5%	19,370 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$605K	0.5%	21,652 SH
SELECT SECTOR SPDR TR	FINANCIAL	$724K	0.6%	14,543 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$565K	0.4%	3,867 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$557K	0.4%	2,700 SH
SOUTHERN CO	COM	$932K	0.7%	10,137 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$428K	0.3%	1,020 SH
SPDR GOLD TR	GOLD SHS	$599K	0.5%	2,080 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.9%	2,022 SH
SPDR SER TR	S&P BIOTECH	$254K	0.2%	3,132 SH
SPROTT PHYSICAL GOLD TR	UNIT	$250K	0.2%	10,383 SH
STRYKER CORPORATION	COM	$334K	0.3%	896 SH
TIDAL TR II	YIELDMAX MAGNIFI	$401K	0.3%	26,883 SH
TIDAL TR II	YIELDMAX NVDA	$200K	0.2%	12,991 SH
TIDAL TR II	YIELDMAX UNIVERS	$339K	0.3%	25,410 SH
UBER TECHNOLOGIES INC	COM	$280K	0.2%	3,843 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.7M	1.4%	104,237 SH
VANECK ETF TRUST	PHARMACEUTCL ETF	$386K	0.3%	4,231 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$212K	0.2%	2,193 SH
VANGUARD INDEX FDS	GROWTH ETF	$202K	0.2%	546 SH
VANGUARD INDEX FDS	MID CAP ETF	$395K	0.3%	1,529 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$310K	0.2%	603 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$202K	0.2%	2,738 SH
VEEVA SYS INC	CL A COM	$300K	0.2%	1,295 SH
VERIZON COMMUNICATIONS INC	COM	$1.6M	1.2%	34,952 SH
VISA INC	COM CL A	$1.2M	0.9%	3,323 SH
WALMART INC	COM	$444K	0.3%	5,061 SH
WHEATON PRECIOUS METALS CORP	COM	$835K	0.7%	10,751 SH
WILLIAMS COS INC	COM	$360K	0.3%	6,024 SH
WILLIAMS SONOMA INC	COM	$271K	0.2%	1,717 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$352K	0.3%	7,406 SH
WISDOMTREE TR	US SMALLCAP DIVD	$546K	0.4%	17,098 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001384416-26-000001	$160.6M	View
Oct 20, 2025	Q3 2025	13F-HR	0001384416-25-000006	$151.8M	View
Jul 24, 2026	Q2 2026