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: $151.8M158 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$525K	0.3%Prev: 0.3%	2,267 SH	Decreased+66 SH
ABRDN GLOBAL DYNAMIC DIVIDEN	COM	$1.5M	1.0%	109,266 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$691K	0.5%Prev: 0.1%	2,802 SH	Increased+885 SH
ADOBE INC	COM	$574K	0.4%	1,628 SH	New
ALPHABET INC	CAP STK CL A	$4.4M	2.9%Prev: 3.4%	18,067 SH	Decreased+959 SH
ALPHABET INC	CAP STK CL C	$2.1M	1.4%Prev: 1.6%	8,553 SH	Decreased+413 SH
AMAZON COM INC	COM	$2.2M	1.5%Prev: 1.3%	10,025 SH	Decreased-41 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$257K	0.2%Prev: 0.2%	12,247 SH	Decreased
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$535K	0.4%Prev: 0.3%	6,158 SH	Decreased+744 SH
ANALOG DEVICES INC	COM	$465K	0.3%Prev: 0.4%	1,892 SH	Decreased-16 SH
APPLE INC	COM	$9.0M	6.0%Prev: 5.6%	35,507 SH	Decreased+838 SH
ASML HOLDING N V	N Y REGISTRY SHS	$672K	0.4%	694 SH	New
AT&T INC	COM	$2.4M	1.6%Prev: 0.9%	83,468 SH	Increased+3,361 SH
AUTOMATIC DATA PROCESSING IN	COM	$571K	0.4%Prev: 0.4%	1,945 SH	Decreased-958 SH
BERKLEY W R CORP	COM	$517K	0.3%Prev: 0.3%	6,750 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.9%Prev: 0.7%	2,717 SH	Increased+25 SH
BLACKROCK ENHANCED EQUITY DI	COM	$436K	0.3%Prev: 0.3%	47,879 SH	Decreased+517 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$72K	0.0%Prev: 0.0%	12,580 SH	Increased
BLACKROCK RES & COMMODITIES	SHS	$376K	0.2%Prev: 0.2%	36,923 SH	Increased+6,990 SH
BLACKSTONE INC	COM	$1.3M	0.9%Prev: 0.5%	7,769 SH	Increased+263 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$489K	0.3%Prev: 0.4%	18,773 SH	Decreased-12,953 SH
BOOKING HOLDINGS INC	COM	$367K	0.2%Prev: 0.2%	68 SH	Increased-1,957 SH
BRISTOL-MYERS SQUIBB CO	COM	$419K	0.3%Prev: 0.3%	9,297 SH	Decreased-40 SH
BROADCOM INC	COM	$988K	0.7%Prev: 0.6%	2,995 SH	Decreased+48 SH
BROOKFIELD CORP	CL A LTD VT SH	$208K	0.1%	3,027 SH	New
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$300K	0.2%Prev: 0.2%	7,285 SH	Increased+159 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.6M	1.0%Prev: 0.8%	46,262 SH	Increased+6,204 SH
CALAMOS ETF TR	NASDAQ 100 STRUC	$351K	0.2%Prev: 0.2%	13,174 SH	Increased+1,162 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$559K	0.4%Prev: 0.3%	21,168 SH	Decreased-848 SH
CALAMOS ETF TR	S&P 500 STRUCTRD	$346K	0.2%Prev: 0.1%	12,978 SH	Increased+4,802 SH
CARLYLE GROUP INC	COM	$284K	0.2%	4,528 SH	New
CBRE GBL REAL ESTATE INC FD	COM	$818K	0.5%Prev: 0.4%	159,051 SH	Increased+6,527 SH
CENTRAL & EASTERN EUROPE FD	COM	$343K	0.2%Prev: 0.2%	22,304 SH	Decreased+1,112 SH
CHEVRON CORP NEW	COM	$334K	0.2%	2,152 SH	New
CHIMERA INVT CORP	COM SHS	$341K	0.2%Prev: 0.3%	25,785 SH	Decreased-15,962 SH
CHIPOTLE MEXICAN GRILL INC	COM	$518K	0.3%	13,208 SH	New
CHUBB LIMITED	COM	$467K	0.3%	1,654 SH	New
CISCO SYS INC	COM	$903K	0.6%Prev: 0.9%	13,202 SH	Decreased-2 SH
CNX RES CORP	COM	$221K	0.1%Prev: 0.1%	6,866 SH	Decreased
COCA COLA CO	COM	$815K	0.5%Prev: 0.6%	12,296 SH	Decreased-103 SH
COHEN & STEERS INFRASTRUCTUR	COM	$567K	0.4%Prev: 0.4%	22,863 SH	Decreased-2,659 SH
COSTCO WHSL CORP NEW	COM	$728K	0.5%	787 SH	New
DNP SELECT INCOME FD INC	COM	$100K	0.1%Prev: 0.1%	10,000 SH	Decreased
DOMINION ENERGY INC	COM	$289K	0.2%Prev: 0.2%	4,729 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$517K	0.3%Prev: 0.3%	4,178 SH	Decreased
EATON VANCE TAX-MANAGED GLOB	COM	$102K	0.1%Prev: 0.1%	11,184 SH	Decreased
ELI LILLY & CO	COM	$613K	0.4%Prev: 0.9%	804 SH	Decreased-604 SH
ETFIS SER TR I	VIRTUS INFRCAP	$562K	0.4%Prev: 1.3%	25,885 SH	Decreased-89,161 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$1.8M	1.2%Prev: 0.8%	49,545 SH	Increased+10,775 SH
EXXON MOBIL CORP	COM	$625K	0.4%Prev: 0.4%	5,542 SH	Decreased-271 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$576K	0.4%Prev: 0.2%	6,151 SH	Increased+3,038 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$609K	0.4%Prev: 0.3%	12,350 SH	Increased+352 SH
FORTINET INC	COM	$427K	0.3%Prev: 0.5%	5,079 SH	Decreased-632 SH
GE AEROSPACE	COM NEW	$902K	0.6%Prev: 0.6%	2,998 SH	Decreased+56 SH
GE VERNOVA INC	COM	$507K	0.3%Prev: 0.5%	824 SH	Decreased+52 SH
GENERAC HLDGS INC	COM	$225K	0.1%Prev: 0.2%	1,345 SH	Decreased+392 SH
GLOBAL X FDS	NASDAQ 100 COVER	$2.1M	1.4%	123,009 SH	New
GLOBAL X FDS	RATE PREFERRED	$4.8M	3.2%Prev: 3.2%	209,121 SH	Decreased-49,197 SH
GLOBAL X FDS	RUSSELL 2000	$997K	0.7%	66,258 SH	New
GLOBAL X FDS	S&P 500 COVERED	$2.9M	1.9%	74,807 SH	New
GLOBAL X FDS	US INFR DEV ETF	$519K	0.3%Prev: 0.3%	10,904 SH	Decreased+722 SH
GOLDMAN SACHS BDC INC	SHS	$975K	0.6%Prev: 0.2%	95,898 SH	Increased+62,174 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$552K	0.4%Prev: 0.3%	5,503 SH	Decreased-276 SH
GOLDMAN SACHS ETF TR	HEDGE IND ETF	$205K	0.1%Prev: 0.2%	1,336 SH	Decreased-967 SH
GOLDMAN SACHS GROUP INC	COM	$2.4M	1.6%Prev: 1.6%	3,037 SH	Decreased+253 SH
GSK PLC	SPONSORED ADR	$610K	0.4%	14,131 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.7%Prev: 1.4%	9,046 SH	Increased+352 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$974K	0.6%Prev: 0.9%	15,319 SH	Decreased-9,370 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$239K	0.2%Prev: 0.1%	3,253 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$2.6M	1.7%Prev: 1.7%	4,272 SH	Decreased+109 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$537K	0.4%Prev: 0.2%	8,268 SH	Increased-56 SH
ISHARES INC	MSCI EMERG MRKT	$1.2M	0.8%Prev: 0.4%	18,878 SH	Increased+10,493 SH
ISHARES INC	MSCI GBL MIN VOL	$387K	0.3%Prev: 0.2%	3,228 SH	Decreased-415 SH
ISHARES INC	MSCI GERMANY ETF	$276K	0.2%Prev: 0.1%	6,621 SH	Increased+602 SH
ISHARES TR	0-5 YR TIPS ETF	$2.0M	1.3%Prev: 1.7%	19,610 SH	Decreased-10,103 SH
ISHARES TR	CORE DIV GRWTH	$839K	0.6%Prev: 0.9%	12,329 SH	Decreased-8,839 SH
ISHARES TR	CORE HIGH DV ETF	$690K	0.5%Prev: 0.5%	5,631 SH	Decreased-24,798 SH
ISHARES TR	CORE S&P SCP ETF	$412K	0.3%Prev: 0.2%	3,470 SH	Decreased+465 SH
ISHARES TR	GL CLEAN ENE ETF	$163K	0.1%Prev: 0.1%	10,503 SH	Decreased
ISHARES TR	INVT GRD CORP BD	$226K	0.1%	8,926 SH	New
ISHARES TR	LARGE CAP MAX BU	$219K	0.1%Prev: 0.1%	8,162 SH	Decreased-360 SH
ISHARES TR	MSCI ACWI ETF	$208K	0.1%Prev: 0.4%	1,506 SH	Decreased-2,608 SH
ISHARES TR	MSCI USA MIN VOL	$743K	0.5%Prev: 0.4%	7,805 SH	Decreased-199 SH
ISHARES TR	RUSSELL 2000 ETF	$892K	0.6%Prev: 0.4%	3,685 SH	Increased+1,046 SH
ISHARES TR	S&P 500 GRWT ETF	$310K	0.2%Prev: 0.2%	2,572 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$248K	0.2%Prev: 0.2%	1,200 SH	Decreased
ISHARES TR	SHORT TREAS BD	$804K	0.5%	7,275 SH	New
ISHARES TR	US AER DEF ETF	$635K	0.4%Prev: 0.3%	3,034 SH	Increased+1,051 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.1M	1.4%Prev: 1.2%	45,500 SH	Decreased-2,560 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.0M	3.3%Prev: 3.6%	87,658 SH	Decreased-26,440 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$211K	0.1%	3,248 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$392K	0.3%Prev: 0.2%	8,445 SH	Increased+287 SH
J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$1.2M	0.8%Prev: 0.7%	23,597 SH	Decreased+59 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$644K	0.4%Prev: 0.5%	12,690 SH	Decreased-3,970 SH
JOHNSON & JOHNSON	COM	$1.5M	1.0%Prev: 1.1%	7,907 SH	Decreased+2 SH
JPMORGAN CHASE & CO.	COM	$1.9M	1.2%	5,917 SH	New
KINDER MORGAN INC DEL	COM	$747K	0.5%Prev: 0.5%	26,385 SH	Decreased-40 SH
LAM RESEARCH CORP	COM NEW	$586K	0.4%Prev: 0.9%	4,373 SH	Decreased+629 SH
MCDONALDS CORP	COM	$473K	0.3%Prev: 0.2%	1,557 SH	Increased+39 SH
MERCADOLIBRE INC	COM	$537K	0.4%	230 SH	New
MERCK & CO INC	COM	$339K	0.2%Prev: 0.3%	4,042 SH	Decreased-20 SH
META PLATFORMS INC	CL A	$3.3M	2.2%Prev: 1.5%	4,508 SH	Increased-172 SH
MICRON TECHNOLOGY INC	COM	$776K	0.5%Prev: 1.4%	4,637 SH	Decreased+2,431 SH
MICROSOFT CORP	COM	$6.6M	4.3%Prev: 2.9%	12,652 SH	Increased-1,408 SH
MORGAN STANLEY	COM NEW	$318K	0.2%Prev: 0.5%	2,000 SH	Decreased-2,004 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$534K	0.4%	37,009 SH	New
NVIDIA CORPORATION	COM	$4.6M	3.1%Prev: 2.7%	24,883 SH	Decreased+672 SH
ORACLE CORP	COM	$2.4M	1.6%Prev: 0.5%	8,507 SH	Increased+2,623 SH
PACER FDS TR	DEVELOPED MRKT	$1.1M	0.7%Prev: 0.6%	30,284 SH	Decreased+3,032 SH
PACER FDS TR	GLOBL CASH ETF	$1.6M	1.1%Prev: 1.1%	41,521 SH	Decreased-3,740 SH
PACER FDS TR	US CASH COWS 100	$1.5M	1.0%Prev: 1.0%	26,905 SH	Decreased-1,889 SH
PALO ALTO NETWORKS INC	COM	$670K	0.4%Prev: 1.3%	3,289 SH	Decreased-3,804 SH
PEPSICO INC	COM	$701K	0.5%Prev: 0.3%	4,994 SH	Increased+1,482 SH
PGIM HIGH YIELD BOND FUND IN	COM	$510K	0.3%Prev: 0.3%	35,500 SH	Increased+367 SH
PIMCO ETF TR	MULTISECTOR BD	$2.8M	1.9%Prev: 2.3%	105,419 SH	Decreased-50,638 SH
PROCTER AND GAMBLE CO	COM	$457K	0.3%	2,974 SH	New
QUALCOMM INC	COM	$1.3M	0.9%Prev: 0.6%	8,110 SH	Increased+2,149 SH
RTX CORPORATION	COM	$228K	0.2%Prev: 0.1%	1,364 SH	Decreased+38 SH
SALESFORCE INC	COM	$905K	0.6%Prev: 0.3%	3,820 SH	Increased+925 SH
SANDSTORM GOLD LTD	COM NEW	$242K	0.2%	19,347 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$653K	0.4%Prev: 0.2%	28,051 SH	Increased+12,021 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$880K	0.6%Prev: 0.5%	19,334 SH	Increased+1,639 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$598K	0.4%Prev: 0.2%	21,911 SH	Increased+7,772 SH
SELECT SECTOR SPDR TR	FINANCIAL	$831K	0.5%	15,417 SH	New
SELECT SECTOR SPDR TR	INDL	$248K	0.2%	1,608 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$548K	0.4%	3,937 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$741K	0.5%	2,630 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$260K	0.2%Prev: 0.1%	1,752 SH	Increased-473 SH
SOUTHERN CO	COM	$961K	0.6%Prev: 0.5%	10,142 SH	Increased+104 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$480K	0.3%	1,034 SH	New
SPDR GOLD TR	GOLD SHS	$636K	0.4%Prev: 0.3%	1,788 SH	Increased+159 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.9%	2,046 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$326K	0.2%	3,257 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$305K	0.2%Prev: 0.2%	10,302 SH	Decreased+48 SH
STRATEGY INC	CL A NEW	$825K	0.5%Prev: 0.1%	2,559 SH	Increased-13 SH
STRYKER CORPORATION	COM	$329K	0.2%Prev: 0.2%	889 SH	Increased-131 SH
TIDAL TRUST II	YIELDMAX MAGNIFI	$458K	0.3%	29,160 SH	New
TIDAL TRUST II	YIELDMAX NVDA	$200K	0.1%	11,891 SH	New
TIDAL TRUST II	YIELDMAX ULTRA O	$153K	0.1%	28,000 SH	New
TIDAL TRUST II	YIELDMAX UNIVERS	$474K	0.3%	36,979 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMERN PIPE	$626K	0.4%	17,161 SH	New
UBER TECHNOLOGIES INC	COM	$379K	0.3%Prev: 0.2%	3,873 SH	Increased-45 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.6M	1.0%Prev: 0.7%	106,636 SH	Increased+11,535 SH
VANECK ETF TRUST	PHARMACEUTCL ETF	$373K	0.2%Prev: 0.2%	4,125 SH	Decreased+40 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$326K	0.2%Prev: 0.2%	2,949 SH	Increased+707 SH
VANGUARD INDEX FDS	GROWTH ETF	$255K	0.2%Prev: 0.1%	532 SH	Decreased-2,480 SH
VANGUARD INDEX FDS	MID CAP ETF	$449K	0.3%Prev: 0.2%	1,529 SH	Increased-3,552 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$360K	0.2%Prev: 0.2%	588 SH	Decreased+2 SH
VEEVA SYS INC	CL A COM	$387K	0.3%Prev: 0.1%	1,300 SH	Increased+30 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	1.0%Prev: 0.8%	34,709 SH	Increased-1,095 SH
VISA INC	COM CL A	$1.1M	0.8%Prev: 0.6%	3,335 SH	Increased+28 SH
WALMART INC	COM	$563K	0.4%Prev: 0.3%	5,464 SH	Decreased+287 SH
WHEATON PRECIOUS METALS CORP	COM	$1.2M	0.8%Prev: 0.5%	10,543 SH	Increased+3,265 SH
WILLIAMS COS INC	COM	$424K	0.3%Prev: 0.3%	6,699 SH	Decreased-66 SH
WILLIAMS SONOMA INC	COM	$325K	0.2%Prev: 0.2%	1,662 SH	Decreased+43 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$373K	0.2%Prev: 0.2%	7,406 SH	Decreased+100 SH
WISDOMTREE TR	US SMALLCAP DIVD	$634K	0.4%Prev: 0.4%	18,835 SH	Decreased-607 SH
WORKDAY INC	CL A	$209K	0.1%	870 SH	New

Sold (vs prior filing)

AFFILIATED MANAGERS GROUP — $283K
ARES CAPITAL CORP — $996K
ASML HLDG NV — $1.4M
BLACKROCK ETF TRUST — $401K
CATERPILLAR INC — $322K
CHEVRON CORPORATION — $318K
CHUBB LTD SWITZ — $604K
CORNING INC — $308K
COSTCO WHOLESALE CORPORATION — $727K
DELL TECHNOLOGIES INC — $201K
EATON CORP PLC — $208K
ENBRIDGE INC — $271K
FIRST TR EXCH TRADED FD III — $1.6M
GLOBAL X FDS — $2.2M
GLOBAL X FDS — $388K
GOLDMAN SACHS ETF TR — $223K
INNOVATOR ETFS TRUST — $619K
INTERACTIVE BROKERS GROUP IN — $349K
ISHARES TR — $800K
ISHARES TR — $566K
… and 23 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