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: $160.6M159 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$503K	0.3%Prev: 0.3%	2,201 SH	Decreased-66 SH
ABRDN GLOBAL DYNAMIC DIVIDEN	COM	$963K	0.6%Prev: 1.0%	82,605 SH	Decreased-26,661 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$710K	0.4%Prev: 0.5%	2,646 SH	Increased-156 SH
ADOBE INC	COM	$507K	0.3%Prev: 0.4%	1,450 SH	Decreased-178 SH
AFFILIATED MANAGERS GROUP IN	COM	$241K	0.2%	836 SH	New
ALPHABET INC	CAP STK CL A	$5.5M	3.4%Prev: 2.9%	17,429 SH	Increased-638 SH
ALPHABET INC	CAP STK CL C	$2.6M	1.6%Prev: 1.4%	8,295 SH	Increased-258 SH
AMAZON COM INC	COM	$2.3M	1.4%Prev: 1.5%	10,020 SH	Increased-5 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$253K	0.2%Prev: 0.2%	12,247 SH	Decreased
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$495K	0.3%Prev: 0.4%	6,158 SH	Decreased
ANALOG DEVICES INC	COM	$517K	0.3%Prev: 0.3%	1,907 SH	Increased+15 SH
APPLE INC	COM	$9.6M	6.0%Prev: 6.0%	35,183 SH	Increased-324 SH
ARES CAPITAL CORP	COM	$1.3M	0.8%	64,976 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$762K	0.5%Prev: 0.4%	712 SH	Increased+18 SH
AT&T INC	COM	$2.1M	1.3%Prev: 1.6%	83,228 SH	Decreased-240 SH
AUTOMATIC DATA PROCESSING IN	COM	$499K	0.3%Prev: 0.4%	1,940 SH	Decreased-5 SH
BERKLEY W R CORP	COM	$473K	0.3%Prev: 0.3%	6,750 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.9%Prev: 0.9%	2,718 SH	Increased+1 SH
BLACKROCK ENHANCED EQUITY DI	COM	$449K	0.3%Prev: 0.3%	47,389 SH	Increased-490 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$74K	0.0%Prev: 0.0%	12,580 SH	Increased
BLACKROCK ETF TRUST	ISHARES US EQUIT	$301K	0.2%	4,954 SH	New
BLACKROCK RES & COMMODITIES	SHS	$405K	0.3%Prev: 0.2%	36,913 SH	Increased-10 SH
BLACKSTONE INC	COM	$1.2M	0.7%Prev: 0.9%	7,719 SH	Decreased-50 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$975K	0.6%Prev: 0.3%	37,028 SH	Increased+18,255 SH
BOOKING HOLDINGS INC	COM	$370K	0.2%Prev: 0.2%	69 SH	Increased+1 SH
BRISTOL-MYERS SQUIBB CO	COM	$501K	0.3%Prev: 0.3%	9,297 SH	Increased
BROADCOM INC	COM	$1.0M	0.6%Prev: 0.7%	2,981 SH	Increased-14 SH
BROOKFIELD CORP	CL A LTD VT SH	$208K	0.1%Prev: 0.1%	4,540 SH	Increased+1,513 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$326K	0.2%Prev: 0.2%	7,176 SH	Increased-109 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.6M	1.0%Prev: 1.0%	41,263 SH	Decreased-4,999 SH
CALAMOS ETF TR	NASDAQ 100 STRUC	$324K	0.2%Prev: 0.2%	12,012 SH	Decreased-1,162 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$567K	0.4%Prev: 0.4%	21,168 SH	Increased
CALAMOS ETF TR	S&P 500 STRUCTRD	$227K	0.1%Prev: 0.2%	8,437 SH	Decreased-4,541 SH
CARLYLE GROUP INC	COM	$251K	0.2%Prev: 0.2%	4,253 SH	Decreased-275 SH
CBRE GBL REAL ESTATE INC FD	COM	$813K	0.5%Prev: 0.5%	185,603 SH	Decreased+26,552 SH
CENTRAL & EASTERN EUROPE FD	COM	$377K	0.2%Prev: 0.2%	21,292 SH	Increased-1,012 SH
CHEVRON CORP NEW	COM	$328K	0.2%Prev: 0.2%	2,152 SH	Decreased
CHIMERA INVT CORP	COM SHS	$402K	0.3%Prev: 0.2%	32,372 SH	Increased+6,587 SH
CHUBB LIMITED	COM	$429K	0.3%Prev: 0.3%	1,375 SH	Decreased-279 SH
CISCO SYS INC	COM	$1.0M	0.6%Prev: 0.6%	13,204 SH	Increased+2 SH
CNX RES CORP	COM	$252K	0.2%Prev: 0.1%	6,866 SH	Increased
COCA COLA CO	COM	$863K	0.5%Prev: 0.5%	12,346 SH	Increased+50 SH
COHEN & STEERS INFRASTRUCTUR	COM	$569K	0.4%Prev: 0.4%	23,600 SH	Increased+737 SH
COSTCO WHSL CORP NEW	COM	$670K	0.4%Prev: 0.5%	777 SH	Decreased-10 SH
DNP SELECT INCOME FD INC	COM	$100K	0.1%Prev: 0.1%	10,000 SH	Decreased
DOMINION ENERGY INC	COM	$277K	0.2%Prev: 0.2%	4,729 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$490K	0.3%Prev: 0.3%	4,178 SH	Decreased
EATON VANCE TAX-MANAGED GLOB	COM	$107K	0.1%Prev: 0.1%	11,184 SH	Increased
ELI LILLY & CO	COM	$1.3M	0.8%Prev: 0.4%	1,252 SH	Increased+448 SH
ETFIS SER TR I	VIRTUS INFRCAP	$1.4M	0.9%Prev: 0.4%	66,076 SH	Increased+40,191 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$2.0M	1.2%Prev: 1.2%	48,147 SH	Increased-1,398 SH
EXXON MOBIL CORP	COM	$659K	0.4%Prev: 0.4%	5,472 SH	Increased-70 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$847K	0.5%	43,659 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$298K	0.2%Prev: 0.4%	3,219 SH	Decreased-2,932 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$607K	0.4%Prev: 0.4%	12,350 SH	Decreased
FORTINET INC	COM	$429K	0.3%Prev: 0.3%	5,397 SH	Increased+318 SH
GE AEROSPACE	COM NEW	$913K	0.6%Prev: 0.6%	2,963 SH	Increased-35 SH
GE VERNOVA INC	COM	$527K	0.3%Prev: 0.3%	807 SH	Increased-17 SH
GLOBAL X FDS	ADAPTIVE US	$323K	0.2%	6,974 SH	New
GLOBAL X FDS	RATE PREFERRED	$5.2M	3.2%Prev: 3.2%	234,301 SH	Increased+25,180 SH
GLOBAL X FDS	US INFR DEV ETF	$518K	0.3%Prev: 0.3%	10,841 SH	Decreased-63 SH
GOLDMAN SACHS BDC INC	SHS	$283K	0.2%Prev: 0.6%	30,497 SH	Decreased-65,401 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$544K	0.3%Prev: 0.4%	5,441 SH	Decreased-62 SH
GOLDMAN SACHS ETF TR	HEDGE IND ETF	$298K	0.2%Prev: 0.1%	1,923 SH	Increased+587 SH
GOLDMAN SACHS GROUP INC	COM	$2.7M	1.7%Prev: 1.6%	3,037 SH	Increased
GSK PLC	SPONSORED ADR	$591K	0.4%Prev: 0.4%	12,049 SH	Decreased-2,082 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.7M	1.7%Prev: 1.7%	9,034 SH	Increased-12 SH
INTUITIVE SURGICAL INC	COM NEW	$211K	0.1%	372 SH	New
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.1M	0.7%Prev: 0.6%	16,839 SH	Increased+1,520 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$232K	0.1%Prev: 0.2%	3,253 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$2.6M	1.6%Prev: 1.7%	4,236 SH	Increased-36 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$440K	0.3%Prev: 0.4%	8,858 SH	Decreased+590 SH
ISHARES INC	MSCI EMERG MRKT	$1.1M	0.7%Prev: 0.8%	16,833 SH	Decreased-2,045 SH
ISHARES INC	MSCI GBL MIN VOL	$383K	0.2%Prev: 0.3%	3,228 SH	Decreased
ISHARES INC	MSCI GERMANY ETF	$263K	0.2%Prev: 0.2%	6,186 SH	Decreased-435 SH
ISHARES TR	0-5 YR TIPS ETF	$2.7M	1.7%Prev: 1.3%	26,606 SH	Increased+6,996 SH
ISHARES TR	CORE DIV GRWTH	$1.1M	0.7%Prev: 0.6%	16,463 SH	Increased+4,134 SH
ISHARES TR	CORE HIGH DV ETF	$675K	0.4%Prev: 0.5%	5,549 SH	Decreased-82 SH
ISHARES TR	CORE S&P SCP ETF	$384K	0.2%Prev: 0.3%	3,193 SH	Decreased-277 SH
ISHARES TR	GL CLEAN ENE ETF	$173K	0.1%Prev: 0.1%	10,503 SH	Increased
ISHARES TR	LARGE CAP MAX BU	$220K	0.1%Prev: 0.1%	8,162 SH	Increased
ISHARES TR	MSCI ACWI ETF	$275K	0.2%Prev: 0.1%	1,941 SH	Increased+435 SH
ISHARES TR	MSCI USA MIN VOL	$750K	0.5%Prev: 0.5%	7,962 SH	Increased+157 SH
ISHARES TR	RUSSELL 2000 ETF	$892K	0.6%Prev: 0.6%	3,625 SH	Increased-60 SH
ISHARES TR	S&P 500 GRWT ETF	$317K	0.2%Prev: 0.2%	2,572 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$254K	0.2%Prev: 0.2%	1,200 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$581K	0.4%	5,275 SH	New
ISHARES TR	US AER DEF ETF	$632K	0.4%Prev: 0.4%	2,942 SH	Decreased-92 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.1M	1.3%Prev: 1.4%	46,056 SH	Increased+556 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.0M	3.7%Prev: 3.3%	104,990 SH	Increased+17,332 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$381K	0.2%Prev: 0.3%	8,224 SH	Decreased-221 SH
J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$1.2M	0.8%Prev: 0.8%	23,508 SH	Increased-89 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.2M	2.0%	54,324 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$744K	0.5%Prev: 0.4%	14,713 SH	Increased+2,023 SH
JOHNSON & JOHNSON	COM	$1.6M	1.0%Prev: 1.0%	7,909 SH	Increased+2 SH
JPMORGAN CHASE & CO.	COM	$1.9M	1.2%Prev: 1.2%	5,890 SH	Increased-27 SH
KINDER MORGAN INC DEL	COM	$735K	0.5%Prev: 0.5%	26,748 SH	Decreased+363 SH
LAM RESEARCH CORP	COM NEW	$728K	0.5%Prev: 0.4%	4,255 SH	Increased-118 SH
MCDONALDS CORP	COM	$478K	0.3%Prev: 0.3%	1,563 SH	Increased+6 SH
MERCADOLIBRE INC	COM	$461K	0.3%Prev: 0.4%	229 SH	Decreased-1 SH
MERCK & CO INC	COM	$426K	0.3%Prev: 0.2%	4,047 SH	Increased+5 SH
META PLATFORMS INC	CL A	$3.0M	1.8%Prev: 2.2%	4,487 SH	Decreased-21 SH
MICRON TECHNOLOGY INC	COM	$1.0M	0.6%Prev: 0.5%	3,600 SH	Increased-1,037 SH
MICROSOFT CORP	COM	$6.1M	3.8%Prev: 4.3%	12,524 SH	Decreased-128 SH
MORGAN STANLEY	COM NEW	$355K	0.2%Prev: 0.2%	2,000 SH	Increased
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.1M	0.7%	20,765 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$3.7M	2.3%	70,535 SH	New
NOVO-NORDISK A S	ADR	$409K	0.3%	8,029 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$540K	0.3%Prev: 0.4%	36,709 SH	Increased-300 SH
NVIDIA CORPORATION	COM	$4.5M	2.8%Prev: 3.1%	24,304 SH	Decreased-579 SH
ORACLE CORP	COM	$1.7M	1.1%Prev: 1.6%	8,847 SH	Decreased+340 SH
PACER FDS TR	DEVELOPED MRKT	$1.1M	0.7%Prev: 0.7%	27,402 SH	Decreased-2,882 SH
PACER FDS TR	GLOBL CASH ETF	$1.9M	1.2%Prev: 1.1%	44,924 SH	Increased+3,403 SH
PACER FDS TR	US CASH COWS 100	$1.7M	1.1%Prev: 1.0%	28,449 SH	Increased+1,544 SH
PALO ALTO NETWORKS INC	COM	$613K	0.4%Prev: 0.4%	3,328 SH	Decreased+39 SH
PEPSICO INC	COM	$633K	0.4%Prev: 0.5%	4,411 SH	Decreased-583 SH
PGIM HIGH YIELD BOND FUND IN	COM	$509K	0.3%Prev: 0.3%	35,180 SH	Decreased-320 SH
PIMCO ETF TR	MULTISECTOR BD	$3.6M	2.2%Prev: 1.9%	134,465 SH	Increased+29,046 SH
PROCTER AND GAMBLE CO	COM	$426K	0.3%Prev: 0.3%	2,974 SH	Decreased
QUALCOMM INC	COM	$1.4M	0.8%Prev: 0.9%	7,962 SH	Increased-148 SH
ROYAL GOLD INC	COM	$243K	0.2%	1,092 SH	New
RTX CORPORATION	COM	$250K	0.2%Prev: 0.2%	1,364 SH	Increased
SALESFORCE INC	COM	$1.0M	0.6%Prev: 0.6%	3,848 SH	Increased+28 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$421K	0.3%Prev: 0.4%	17,499 SH	Decreased-10,552 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$837K	0.5%Prev: 0.6%	18,377 SH	Decreased-957 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$396K	0.2%Prev: 0.4%	14,435 SH	Decreased-7,476 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$841K	0.5%	15,347 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$611K	0.4%	3,944 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$249K	0.2%	1,608 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$751K	0.5%	5,215 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$270K	0.2%Prev: 0.2%	1,677 SH	Increased-75 SH
SOUTHERN CO	COM	$885K	0.6%Prev: 0.6%	10,144 SH	Decreased+2 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$497K	0.3%Prev: 0.3%	1,034 SH	Increased
SPDR GOLD TR	GOLD SHS	$693K	0.4%Prev: 0.4%	1,748 SH	Increased-40 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.9%Prev: 0.9%	2,046 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$399K	0.2%	3,273 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$331K	0.2%Prev: 0.2%	10,019 SH	Increased-283 SH
STRATEGY INC	CL A NEW	$389K	0.2%Prev: 0.5%	2,559 SH	Decreased
STRYKER CORPORATION	COM	$315K	0.2%Prev: 0.2%	896 SH	Decreased+7 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.4M	0.9%	28,308 SH	New
TIDAL TRUST II	YIELDMAX NVDA	$169K	0.1%Prev: 0.1%	11,591 SH	Decreased-300 SH
TORTOISE CAPITAL SERIES TRUS	NORTH AMERN PIPE	$604K	0.4%Prev: 0.4%	17,101 SH	Decreased-60 SH
UBER TECHNOLOGIES INC	COM	$319K	0.2%Prev: 0.3%	3,898 SH	Decreased+25 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.3M	0.8%Prev: 1.0%	94,373 SH	Decreased-12,263 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$265K	0.2%	9,024 SH	New
VANECK ETF TRUST	PHARMACEUTCL ETF	$421K	0.3%Prev: 0.2%	4,085 SH	Increased-40 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$326K	0.2%Prev: 0.2%	2,938 SH	Increased-11 SH
VANGUARD INDEX FDS	GROWTH ETF	$245K	0.2%Prev: 0.2%	502 SH	Decreased-30 SH
VANGUARD INDEX FDS	MID CAP ETF	$369K	0.2%Prev: 0.3%	1,271 SH	Decreased-258 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$364K	0.2%Prev: 0.2%	581 SH	Increased-7 SH
VEEVA SYS INC	CL A COM	$292K	0.2%Prev: 0.3%	1,310 SH	Decreased+10 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.8%Prev: 1.0%	33,187 SH	Decreased-1,522 SH
VISA INC	COM CL A	$1.2M	0.7%Prev: 0.8%	3,337 SH	Increased+2 SH
WALMART INC	COM	$605K	0.4%Prev: 0.4%	5,427 SH	Increased-37 SH
WHEATON PRECIOUS METALS CORP	COM	$1.2M	0.7%Prev: 0.8%	10,241 SH	Increased-302 SH
WILLIAMS COS INC	COM	$406K	0.3%Prev: 0.3%	6,749 SH	Decreased+50 SH
WILLIAMS SONOMA INC	COM	$290K	0.2%Prev: 0.2%	1,624 SH	Decreased-38 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$393K	0.2%Prev: 0.2%	7,406 SH	Increased
WISDOMTREE TR	US SMALLCAP DIVD	$647K	0.4%Prev: 0.4%	19,354 SH	Increased+519 SH

Sold (vs prior filing)

CHIPOTLE MEXICAN GRILL INC — $518K
GENERAC HLDGS INC — $225K
GLOBAL X FDS — $2.1M
GLOBAL X FDS — $997K
GLOBAL X FDS — $2.9M
ISHARES TR — $226K
ISHARES TR — $804K
J P MORGAN EXCHANGE TRADED F — $211K
SANDSTORM GOLD LTD — $242K
SELECT SECTOR SPDR TR — $831K
SELECT SECTOR SPDR TR — $248K
SELECT SECTOR SPDR TR — $548K
SELECT SECTOR SPDR TR — $741K
SPDR SERIES TRUST — $326K
TIDAL TRUST II — $458K
TIDAL TRUST II — $153K
TIDAL TRUST II — $474K
WORKDAY INC — $209K

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