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: $143.7M156 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$421K	0.3%Prev: 0.3%	2,267 SH	Decreased+66 SH
ABRDN GLOBAL DYNAMIC DIVIDEN	COM	$1.2M	0.8%	109,406 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$815K	0.6%Prev: 0.2%	2,727 SH	Increased+806 SH
ADOBE INC	COM	$489K	0.3%	1,265 SH	New
ALPHABET INC	CAP STK CL A	$3.2M	2.2%Prev: 3.1%	18,234 SH	Decreased+1,055 SH
ALPHABET INC	CAP STK CL C	$1.5M	1.1%Prev: 1.4%	8,686 SH	Decreased+506 SH
AMAZON COM INC	COM	$2.2M	1.5%Prev: 1.3%	10,151 SH	Increased+45 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$220K	0.2%Prev: 0.2%	12,247 SH	Decreased
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$536K	0.4%Prev: 0.3%	6,208 SH	Increased+50 SH
ANALOG DEVICES INC	COM	$454K	0.3%Prev: 0.4%	1,907 SH	Decreased
APPLE INC	COM	$7.4M	5.1%Prev: 5.5%	35,945 SH	Decreased+887 SH
ASML HOLDING N V	N Y REGISTRY SHS	$531K	0.4%Prev: 0.6%	663 SH	Decreased-45 SH
AT&T INC	COM	$2.4M	1.7%Prev: 1.5%	84,190 SH	Increased+1,126 SH
AUTOMATIC DATA PROCESSING IN	COM	$603K	0.4%Prev: 0.4%	1,956 SH	Increased-959 SH
BERKLEY W R CORP	COM	$496K	0.3%Prev: 0.3%	6,750 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.8%Prev: 0.8%	2,415 SH	Decreased-325 SH
BLACKROCK ENHANCED EQUITY DI	COM	$410K	0.3%Prev: 0.3%	46,079 SH	Increased-1,283 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$73K	0.1%Prev: 0.0%	12,580 SH	Increased
BLACKROCK RES & COMMODITIES	SHS	$353K	0.2%Prev: 0.2%	37,392 SH	Decreased+7,654 SH
BLACKSTONE INC	COM	$1.2M	0.8%Prev: 0.5%	7,833 SH	Increased+327 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$605K	0.4%Prev: 0.4%	19,683 SH	Decreased-7,718 SH
BOOKING HOLDINGS INC	COM	$394K	0.3%Prev: 0.2%	68 SH	Increased-13 SH
BRISTOL-MYERS SQUIBB CO	COM	$440K	0.3%Prev: 0.3%	9,497 SH	Decreased+200 SH
BROADCOM INC	COM	$880K	0.6%Prev: 0.6%	3,193 SH	Decreased+246 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$305K	0.2%Prev: 0.2%	7,328 SH	Increased+268 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.6M	1.1%Prev: 1.0%	49,506 SH	Increased+9,845 SH
CALAMOS ETF TR	NASDAQ 100 STRUC	$342K	0.2%Prev: 0.2%	13,088 SH	Increased+1,076 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$545K	0.4%Prev: 0.4%	21,168 SH	Decreased-160 SH
CARLYLE GROUP INC	COM	$233K	0.2%Prev: 0.1%	4,528 SH	Increased+275 SH
CBRE GBL REAL ESTATE INC FD	COM	$915K	0.6%Prev: 0.4%	173,024 SH	Increased+20,179 SH
CENTRAL & EASTERN EUROPE FD	COM	$414K	0.3%Prev: 0.2%	26,704 SH	Increased+5,512 SH
CHEVRON CORP NEW	COM	$226K	0.2%Prev: 0.3%	1,577 SH	Decreased-582 SH
CHIMERA INVT CORP	COM SHS	$275K	0.2%Prev: 0.3%	19,813 SH	Decreased-18,934 SH
CHIPOTLE MEXICAN GRILL INC	COM	$454K	0.3%	8,084 SH	New
CHUBB LIMITED	COM	$518K	0.4%Prev: 0.4%	1,789 SH	Decreased-5 SH
CISCO SYS INC	COM	$916K	0.6%Prev: 0.6%	13,201 SH	Decreased-1 SH
CNX RES CORP	COM	$231K	0.2%Prev: 0.2%	6,866 SH	Decreased
COCA COLA CO	COM	$868K	0.6%Prev: 0.6%	12,266 SH	Decreased-122 SH
COHEN & STEERS INFRASTRUCTUR	COM	$618K	0.4%Prev: 0.4%	22,938 SH	Decreased-2,397 SH
COSTCO WHSL CORP NEW	COM	$793K	0.6%Prev: 0.5%	801 SH	Increased+22 SH
DISNEY WALT CO	COM	$206K	0.1%	1,664 SH	New
DNP SELECT INCOME FD INC	COM	$98K	0.1%Prev: 0.1%	10,000 SH	Decreased
DOMINION ENERGY INC	COM	$267K	0.2%Prev: 0.2%	4,729 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$493K	0.3%Prev: 0.3%	4,178 SH	Decreased
EATON VANCE TAX-MANAGED GLOB	COM	$98K	0.1%Prev: 0.1%	11,184 SH	Increased
ELI LILLY & CO	COM	$299K	0.2%Prev: 0.7%	384 SH	Decreased-920 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$1.6M	1.1%Prev: 1.1%	50,197 SH	Decreased+10,734 SH
EXXON MOBIL CORP	COM	$604K	0.4%Prev: 0.6%	5,607 SH	Decreased+242 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$637K	0.4%Prev: 0.2%	7,010 SH	Increased+3,897 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$608K	0.4%Prev: 0.4%	12,375 SH	Increased+377 SH
FORTINET INC	COM	$444K	0.3%Prev: 0.3%	4,202 SH	Decreased-1,637 SH
GE AEROSPACE	COM NEW	$801K	0.6%Prev: 0.5%	3,113 SH	Decreased+150 SH
GE VERNOVA INC	COM	$436K	0.3%Prev: 0.4%	824 SH	Decreased+33 SH
GENERAC HLDGS INC	COM	$206K	0.1%Prev: 0.1%	1,441 SH	Increased+391 SH
GLOBAL X FDS	NASDAQ 100 COVER	$2.1M	1.4%	123,287 SH	New
GLOBAL X FDS	RATE PREFERRED	$4.4M	3.0%Prev: 3.4%	191,816 SH	Decreased-61,869 SH
GLOBAL X FDS	RUSSELL 2000	$1.0M	0.7%	67,447 SH	New
GLOBAL X FDS	S&P 500 COVERED	$3.0M	2.1%	75,905 SH	New
GLOBAL X FDS	US INFR DEV ETF	$493K	0.3%Prev: 0.3%	11,316 SH	Decreased+847 SH
GOLDMAN SACHS BDC INC	SHS	$1.2M	0.8%Prev: 0.2%	106,141 SH	Increased+73,917 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$526K	0.4%Prev: 0.3%	5,253 SH	Increased+12 SH
GOLDMAN SACHS GROUP INC	COM	$2.2M	1.5%Prev: 1.5%	3,053 SH	Decreased+92 SH
GSK PLC	SPONSORED ADR	$530K	0.4%Prev: 0.2%	13,796 SH	Increased+9,232 SH
HONEYWELL INTL INC	COM	$214K	0.1%Prev: 0.1%	917 SH	Increased-25 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.8%Prev: 1.3%	8,920 SH	Increased-86 SH
INTUITIVE SURGICAL INC	COM NEW	$208K	0.1%	383 SH	New
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.0M	0.7%Prev: 0.9%	16,553 SH	Decreased-7,500 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$237K	0.2%Prev: 0.1%	3,253 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$2.4M	1.6%Prev: 1.5%	4,261 SH	Decreased+58 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$506K	0.4%Prev: 0.2%	8,268 SH	Increased-390 SH
ISHARES INC	MSCI EMERG MRKT	$1.2M	0.9%Prev: 0.7%	19,705 SH	Increased+2,764 SH
ISHARES INC	MSCI GBL MIN VOL	$383K	0.3%Prev: 0.2%	3,228 SH	Decreased
ISHARES INC	MSCI GERMANY ETF	$301K	0.2%Prev: 0.2%	7,114 SH	Increased+928 SH
ISHARES TR	0-5 YR TIPS ETF	$2.0M	1.4%Prev: 1.8%	19,055 SH	Decreased-8,469 SH
ISHARES TR	CORE DIV GRWTH	$721K	0.5%Prev: 0.8%	11,279 SH	Decreased-6,520 SH
ISHARES TR	CORE HIGH DV ETF	$660K	0.5%Prev: 0.5%	5,635 SH	Decreased+171 SH
ISHARES TR	CORE S&P SCP ETF	$380K	0.3%Prev: 0.2%	3,476 SH	Increased+435 SH
ISHARES TR	GL CLEAN ENE ETF	$138K	0.1%Prev: 0.1%	10,503 SH	Decreased
ISHARES TR	INVT GRD CORP BD	$228K	0.2%	8,926 SH	New
ISHARES TR	LARGE CAP MAX BU	$213K	0.1%Prev: 0.1%	8,162 SH	Decreased-360 SH
ISHARES TR	MSCI USA MIN VOL	$913K	0.6%Prev: 0.5%	9,730 SH	Increased+1,727 SH
ISHARES TR	RUSSELL 2000 ETF	$799K	0.6%Prev: 0.4%	3,704 SH	Increased+1,025 SH
ISHARES TR	S&P 500 GRWT ETF	$283K	0.2%Prev: 0.2%	2,572 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$235K	0.2%Prev: 0.2%	1,200 SH	Decreased
ISHARES TR	SHORT TREAS BD	$803K	0.6%	7,275 SH	New
ISHARES TR	US AER DEF ETF	$572K	0.4%Prev: 0.3%	3,034 SH	Increased+507 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE HIGH YIEL	$2.2M	1.5%	46,198 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.2M	1.5%Prev: 1.3%	46,198 SH	Increased-526 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.9M	3.4%Prev: 3.8%	86,856 SH	Decreased-21,410 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$412K	0.3%Prev: 0.2%	8,898 SH	Increased+699 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$684K	0.5%Prev: 0.5%	13,491 SH	Decreased-2,434 SH
JOHNSON & JOHNSON	COM	$1.2M	0.9%Prev: 1.2%	8,094 SH	Decreased+173 SH
JPMORGAN CHASE & CO.	COM	$1.7M	1.2%Prev: 1.1%	6,009 SH	Increased+103 SH
KINDER MORGAN INC DEL	COM	$775K	0.5%Prev: 0.6%	26,366 SH	Decreased-242 SH
LAM RESEARCH CORP	COM NEW	$426K	0.3%Prev: 0.5%	4,373 SH	Decreased+253 SH
LULULEMON ATHLETICA INC	COM	$212K	0.1%	894 SH	New
MCDONALDS CORP	COM	$454K	0.3%Prev: 0.3%	1,553 SH	Decreased-15 SH
MERCADOLIBRE INC	COM	$601K	0.4%Prev: 0.2%	230 SH	Increased
MERCK & CO INC	COM	$524K	0.4%Prev: 0.3%	6,622 SH	Increased+2,571 SH
META PLATFORMS INC	CL A	$3.4M	2.4%Prev: 1.6%	4,610 SH	Increased+77 SH
MICRON TECHNOLOGY INC	COM	$573K	0.4%Prev: 0.7%	4,652 SH	Decreased+1,303 SH
MICROSOFT CORP	COM	$6.3M	4.4%Prev: 2.9%	12,714 SH	Increased-75 SH
MICROSTRATEGY INC	CL A NEW	$1.0M	0.7%	2,559 SH	New
MORGAN STANLEY	COM NEW	$282K	0.2%Prev: 0.2%	2,000 SH	Decreased-4 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$517K	0.4%	37,219 SH	New
NVIDIA CORPORATION	COM	$4.0M	2.8%Prev: 2.6%	25,595 SH	Decreased+1,212 SH
ORACLE CORP	COM	$2.0M	1.4%Prev: 0.5%	9,368 SH	Increased+3,530 SH
PACER FDS TR	DEVELOPED MRKT	$1.1M	0.8%Prev: 0.7%	32,623 SH	Decreased+5,371 SH
PACER FDS TR	GLOBL CASH ETF	$1.6M	1.1%Prev: 1.3%	41,517 SH	Decreased-3,733 SH
PACER FDS TR	US CASH COWS 100	$1.6M	1.1%Prev: 1.1%	29,107 SH	Decreased+1,397 SH
PALO ALTO NETWORKS INC	COM	$695K	0.5%Prev: 0.7%	3,398 SH	Decreased-3,879 SH
PEPSICO INC	COM	$681K	0.5%Prev: 0.4%	5,154 SH	Increased+912 SH
PGIM HIGH YIELD BOND FUND IN	COM	$506K	0.4%Prev: 0.3%	35,690 SH	Increased+557 SH
PIMCO ETF TR	MULTISECTOR BD	$2.6M	1.8%Prev: 2.5%	98,364 SH	Decreased-55,062 SH
PROCTER AND GAMBLE CO	COM	$481K	0.3%Prev: 0.3%	3,018 SH	Increased+43 SH
QUALCOMM INC	COM	$1.2M	0.8%Prev: 0.7%	7,249 SH	Increased-1,090 SH
RTX CORPORATION	COM	$206K	0.1%Prev: 0.2%	1,414 SH	Decreased+93 SH
SALESFORCE INC	COM	$1.0M	0.7%Prev: 0.4%	3,672 SH	Increased+112 SH
SANDSTORM GOLD LTD	COM NEW	$182K	0.1%	19,347 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$945K	0.7%Prev: 0.2%	42,774 SH	Increased+26,744 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$839K	0.6%Prev: 0.5%	19,694 SH	Increased+1,874 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$579K	0.4%Prev: 0.3%	21,846 SH	Increased+7,711 SH
SELECT SECTOR SPDR TR	FINANCIAL	$767K	0.5%	14,637 SH	New
SELECT SECTOR SPDR TR	INDL	$208K	0.1%	1,408 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$521K	0.4%	3,867 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$684K	0.5%	2,700 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$210K	0.1%Prev: 0.2%	1,817 SH	Decreased-403 SH
SOUTHERN CO	COM	$931K	0.6%Prev: 0.6%	10,139 SH	Decreased+103 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$458K	0.3%Prev: 0.3%	1,040 SH	Decreased+6 SH
SPDR GOLD TR	GOLD SHS	$543K	0.4%Prev: 0.4%	1,780 SH	Decreased+152 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.9%Prev: 0.8%	2,050 SH	Decreased+16 SH
SPDR SERIES TRUST	S&P BIOTECH	$270K	0.2%	3,257 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$263K	0.2%	10,383 SH	New
STRYKER CORPORATION	COM	$354K	0.2%Prev: 0.2%	896 SH	Increased-37 SH
TIDAL TR II	YIELDMAX MAGNIFI	$434K	0.3%	28,460 SH	New
TIDAL TR II	YIELDMAX NVDA	$203K	0.1%	12,091 SH	New
TIDAL TR II	YIELDMAX ULTRA O	$126K	0.1%	19,950 SH	New
TIDAL TR II	YIELDMAX UNIVERS	$502K	0.3%	36,479 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMERN PIPE	$618K	0.4%Prev: 0.4%	17,285 SH	Decreased+279 SH
UBER TECHNOLOGIES INC	COM	$359K	0.3%Prev: 0.2%	3,853 SH	Increased-65 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.7M	1.2%Prev: 0.7%	106,353 SH	Increased+13,006 SH
VANECK ETF TRUST	PHARMACEUTCL ETF	$371K	0.3%Prev: 0.3%	4,219 SH	Decreased+134 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$291K	0.2%Prev: 0.2%	2,874 SH	Increased+632 SH
VANGUARD INDEX FDS	GROWTH ETF	$239K	0.2%Prev: 0.1%	546 SH	Increased+44 SH
VANGUARD INDEX FDS	MID CAP ETF	$428K	0.3%Prev: 0.2%	1,529 SH	Increased+258 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$337K	0.2%Prev: 0.2%	593 SH	Decreased+12 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$219K	0.2%	2,738 SH	New
VEEVA SYS INC	CL A COM	$374K	0.3%Prev: 0.1%	1,300 SH	Increased+15 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	1.0%Prev: 1.1%	34,771 SH	Decreased-852 SH
VISA INC	COM CL A	$1.3M	0.9%Prev: 0.6%	3,638 SH	Increased+255 SH
WALMART INC	COM	$544K	0.4%Prev: 0.4%	5,564 SH	Decreased+400 SH
WHEATON PRECIOUS METALS CORP	COM	$961K	0.7%Prev: 0.6%	10,706 SH	Increased+3,373 SH
WILLIAMS COS INC	COM	$421K	0.3%Prev: 0.3%	6,699 SH	Decreased-60 SH
WILLIAMS SONOMA INC	COM	$282K	0.2%Prev: 0.2%	1,727 SH	Decreased+108 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$356K	0.2%Prev: 0.2%	7,406 SH	Decreased+100 SH
WISDOMTREE TR	US SMALLCAP DIVD	$547K	0.4%Prev: 0.4%	17,213 SH	Decreased-2,358 SH

Sold (vs prior filing)

AFFILIATED MANAGERS GROUP IN — $231K
ARES CAPITAL CORP — $913K
BLACKROCK ETF TRUST — $388K
CALAMOS ETF TR — $220K
CATERPILLAR INC — $213K
ENBRIDGE INC — $271K
ETFIS SER TR I — $2.1M
FIRST TR EXCH TRADED FD III — $1.4M
GLOBAL X FDS — $2.1M
GLOBAL X FDS — $217K
GOLDMAN SACHS ETF TR — $220K
GOLDMAN SACHS ETF TR — $365K
ISHARES TR — $741K
ISHARES TR — $781K
ISHARES TR — $564K
J P MORGAN EXCHANGE TRADED F — $1.3M
J P MORGAN EXCHANGE TRADED F — $3.3M
MORGAN STANLEY ETF TRUST — $1.4M
NEOS ETF TRUST — $3.6M
NUVEEN S&P 500 DYNAMIC OVERW — $584K
… and 13 more

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