Investment Partners Asset Management, Inc.

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

Import this data to Google Sheets with:

=jivedata("investment-partners-asset-management-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $162.0M163 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$479K	0.3%Prev: 0.4%	2,201 SH	Decreased-232 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$381K	0.2%Prev: 0.5%	1,921 SH	Decreased-204 SH
AFFILIATED MANAGERS GROUP IN	COM	$231K	0.1%	836 SH	New
ALPHABET INC	CAP STK CL A	$4.9M	3.1%Prev: 2.1%	17,179 SH	Increased-355 SH
ALPHABET INC	CAP STK CL C	$2.3M	1.4%Prev: 1.1%	8,180 SH	Increased-748 SH
AMAZON COM INC	COM	$2.1M	1.3%Prev: 1.5%	10,106 SH	Increased-36 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$312K	0.2%Prev: 0.1%	12,247 SH	Increased
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$462K	0.3%Prev: 0.3%	6,158 SH	Increased-50 SH
ANALOG DEVICES INC	COM	$607K	0.4%Prev: 0.3%	1,907 SH	Increased
APPLE INC	COM	$8.9M	5.5%Prev: 6.3%	35,058 SH	Increased-1,279 SH
ARES CAPITAL CORP	COM	$913K	0.6%	50,647 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$935K	0.6%Prev: 0.3%	708 SH	Increased+36 SH
AT&T INC	COM	$2.4M	1.5%Prev: 1.9%	83,064 SH	Increased-1,287 SH
AUTOMATIC DATA PROCESSING IN	COM	$592K	0.4%Prev: 0.5%	2,915 SH	Decreased+919 SH
BERKLEY W R CORP	COM	$447K	0.3%Prev: 0.4%	6,750 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.8%Prev: 0.9%	2,740 SH	Increased+672 SH
BLACKROCK ENHANCED EQUITY DI	COM	$408K	0.3%Prev: 0.3%	47,362 SH	Increased+1,097 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$68K	0.0%Prev: 0.1%	12,580 SH	Decreased-606 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$388K	0.2%	6,672 SH	New
BLACKROCK RES & COMMODITIES	SHS	$358K	0.2%Prev: 0.3%	29,738 SH	Decreased-9,682 SH
BLACKSTONE INC	COM	$863K	0.5%Prev: 0.9%	7,506 SH	Decreased-671 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$649K	0.4%Prev: 0.5%	27,401 SH	Increased+7,691 SH
BOOKING HOLDINGS INC	COM	$341K	0.2%Prev: 0.2%	81 SH	Increased+13 SH
BRISTOL-MYERS SQUIBB CO	COM	$564K	0.3%Prev: 0.5%	9,297 SH	Decreased-200 SH
BROADCOM INC	COM	$912K	0.6%Prev: 0.5%	2,947 SH	Increased-506 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$279K	0.2%Prev: 0.2%	7,060 SH	Increased-268 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.6M	1.0%	39,661 SH	New
CALAMOS ETF TR	NASDAQ 100 STRUC	$324K	0.2%Prev: 0.2%	12,012 SH	Increased+590 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$575K	0.4%Prev: 0.4%	21,328 SH	Increased+1,417 SH
CALAMOS ETF TR	S&P 500 STRUCTRD	$220K	0.1%	8,176 SH	New
CARLYLE GROUP INC	COM	$206K	0.1%	4,253 SH	New
CATERPILLAR INC	COM	$213K	0.1%	300 SH	New
CBRE GBL REAL ESTATE INC FD	COM	$671K	0.4%Prev: 0.7%	152,845 SH	Decreased-20,547 SH
CENTRAL & EASTERN EUROPE FD	COM	$388K	0.2%Prev: 0.3%	21,192 SH	Increased-5,312 SH
CHEVRON CORP NEW	COM	$447K	0.3%Prev: 0.2%	2,159 SH	Increased+732 SH
CHIMERA INVT CORP	COM SHS	$486K	0.3%Prev: 0.1%	38,747 SH	Increased+24,310 SH
CHUBB LIMITED	COM	$585K	0.4%Prev: 0.4%	1,794 SH	Increased+295 SH
CISCO SYS INC	COM	$1.0M	0.6%Prev: 0.6%	13,202 SH	Increased+498 SH
CNX RES CORP	COM	$265K	0.2%Prev: 0.2%	6,866 SH	Increased
COCA COLA CO	COM	$942K	0.6%Prev: 0.6%	12,388 SH	Increased+1,514 SH
COHEN & STEERS INFRASTRUCTUR	COM	$656K	0.4%Prev: 0.5%	25,335 SH	Increased+1,315 SH
COSTCO WHSL CORP NEW	COM	$776K	0.5%Prev: 0.6%	779 SH	Decreased-52 SH
DNP SELECT INCOME FD INC	COM	$103K	0.1%Prev: 0.1%	10,000 SH	Increased
DOMINION ENERGY INC	COM	$292K	0.2%Prev: 0.2%	4,729 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$547K	0.3%Prev: 0.4%	4,178 SH	Increased
EATON VANCE TAX-MANAGED GLOB	COM	$97K	0.1%Prev: 0.1%	11,184 SH	Decreased-1,000 SH
ELI LILLY & CO	COM	$1.2M	0.7%Prev: 0.2%	1,304 SH	Increased+959 SH
ENBRIDGE INC	COM	$271K	0.2%	4,997 SH	New
ETFIS SER TR I	VIRTUS INFRCAP	$2.1M	1.3%	103,258 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$1.8M	1.1%Prev: 1.1%	39,463 SH	Increased-8,079 SH
EXXON MOBIL CORP	COM	$910K	0.6%Prev: 0.5%	5,365 SH	Increased-62 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.4M	0.9%	74,885 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$289K	0.2%Prev: 0.5%	3,113 SH	Decreased-3,897 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$584K	0.4%Prev: 0.5%	11,998 SH	Decreased-377 SH
FORTINET INC	COM	$477K	0.3%Prev: 0.3%	5,839 SH	Increased+1,637 SH
GE AEROSPACE	COM NEW	$841K	0.5%Prev: 0.5%	2,963 SH	Increased-325 SH
GE VERNOVA INC	COM	$690K	0.4%Prev: 0.2%	791 SH	Increased-56 SH
GENERAC HLDGS INC	COM	$205K	0.1%	1,050 SH	New
GLOBAL X FDS	ADAPTIVE US	$2.1M	1.3%	44,212 SH	New
GLOBAL X FDS	DATA CTR & DIGIT	$217K	0.1%	9,041 SH	New
GLOBAL X FDS	RATE PREFERRED	$5.5M	3.4%Prev: 3.1%	253,685 SH	Increased+86,823 SH
GLOBAL X FDS	US INFR DEV ETF	$532K	0.3%Prev: 0.3%	10,469 SH	Increased-862 SH
GOLDMAN SACHS BDC INC	SHS	$286K	0.2%Prev: 0.9%	32,224 SH	Decreased-70,076 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$525K	0.3%Prev: 0.3%	5,241 SH	Increased+1,338 SH
GOLDMAN SACHS ETF TR	DYNAMIC NY MUNI	$220K	0.1%	4,430 SH	New
GOLDMAN SACHS ETF TR	HEDGE IND ETF	$365K	0.2%	2,505 SH	New
GOLDMAN SACHS GROUP INC	COM	$2.5M	1.5%Prev: 1.3%	2,961 SH	Increased-91 SH
GSK PLC	SPONSORED ADR	$252K	0.2%Prev: 0.5%	4,564 SH	Decreased-11,494 SH
HONEYWELL INTL INC	COM	$213K	0.1%	942 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	1.3%Prev: 1.8%	9,006 SH	Decreased-42 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.5M	0.9%Prev: 0.8%	24,053 SH	Increased+7,944 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$238K	0.1%Prev: 0.2%	3,253 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$2.4M	1.5%Prev: 1.5%	4,203 SH	Increased+79 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$333K	0.2%Prev: 0.3%	8,658 SH	Increased+1,775 SH
ISHARES INC	MSCI EMERG MRKT	$1.1M	0.7%Prev: 0.9%	16,941 SH	Decreased-2,675 SH
ISHARES INC	MSCI GBL MIN VOL	$386K	0.2%Prev: 0.3%	3,228 SH	Increased
ISHARES INC	MSCI GERMANY ETF	$245K	0.2%Prev: 0.2%	6,186 SH	Decreased-928 SH
ISHARES TR	0-5 YR TIPS ETF	$2.8M	1.8%Prev: 1.5%	27,524 SH	Increased+9,005 SH
ISHARES TR	CORE DIV GRWTH	$1.2M	0.8%Prev: 0.5%	17,799 SH	Increased+6,868 SH
ISHARES TR	CORE HIGH DV ETF	$742K	0.5%Prev: 0.5%	5,464 SH	Increased-174 SH
ISHARES TR	CORE S&P SCP ETF	$378K	0.2%Prev: 0.3%	3,041 SH	Increased-342 SH
ISHARES TR	EXPANDED TECH	$741K	0.5%	9,259 SH	New
ISHARES TR	GL CLEAN ENE ETF	$192K	0.1%Prev: 0.1%	10,503 SH	Increased-175 SH
ISHARES TR	LARGE CAP MAX BU	$229K	0.1%Prev: 0.2%	8,522 SH	Increased+360 SH
ISHARES TR	MSCI ACWI ETF	$781K	0.5%	5,643 SH	New
ISHARES TR	MSCI USA MIN VOL	$742K	0.5%Prev: 0.7%	8,003 SH	Decreased-1,122 SH
ISHARES TR	RUSSELL 2000 ETF	$664K	0.4%Prev: 0.6%	2,679 SH	Decreased-1,172 SH
ISHARES TR	S&P 500 GRWT ETF	$291K	0.2%Prev: 0.2%	2,572 SH	Increased+20 SH
ISHARES TR	S&P 500 VAL ETF	$253K	0.2%Prev: 0.2%	1,200 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$564K	0.3%	5,105 SH	New
ISHARES TR	US AER DEF ETF	$553K	0.3%Prev: 0.4%	2,527 SH	Increased-507 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.1M	1.3%Prev: 1.7%	46,724 SH	Increased+498 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.1M	3.8%Prev: 3.9%	108,266 SH	Increased+22,076 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$378K	0.2%Prev: 0.3%	8,199 SH	Decreased-907 SH
J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$1.3M	0.8%	23,872 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.3M	2.1%	60,009 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$806K	0.5%Prev: 0.5%	15,925 SH	Increased+3,072 SH
JOHNSON & JOHNSON	COM	$1.9M	1.2%Prev: 0.9%	7,921 SH	Increased+871 SH
JPMORGAN CHASE & CO.	COM	$1.7M	1.1%Prev: 1.1%	5,906 SH	Increased+264 SH
KINDER MORGAN INC DEL	COM	$892K	0.6%Prev: 0.6%	26,608 SH	Increased+241 SH
LAM RESEARCH CORP	COM NEW	$880K	0.5%Prev: 0.2%	4,120 SH	Increased-253 SH
MCDONALDS CORP	COM	$487K	0.3%Prev: 0.4%	1,568 SH	Increased+60 SH
MERCADOLIBRE INC	COM	$398K	0.2%Prev: 0.4%	230 SH	Decreased
MERCK & CO INC	COM	$487K	0.3%Prev: 0.5%	4,051 SH	Decreased-2,593 SH
META PLATFORMS INC	CL A	$2.6M	1.6%Prev: 2.0%	4,533 SH	Decreased+12 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.7%Prev: 0.3%	3,349 SH	Increased-1,759 SH
MICROSOFT CORP	COM	$4.7M	2.9%Prev: 3.7%	12,789 SH	Increased+194 SH
MORGAN STANLEY	COM NEW	$330K	0.2%Prev: 0.2%	2,004 SH	Increased+4 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.4M	0.9%	28,405 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$3.6M	2.2%	72,416 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$584K	0.4%	36,350 SH	New
NVIDIA CORPORATION	COM	$4.3M	2.6%Prev: 2.2%	24,383 SH	Increased-979 SH
ORACLE CORP	COM	$859K	0.5%Prev: 1.0%	5,838 SH	Decreased-3,686 SH
PACER FDS TR	DEVELOPED MRKT	$1.2M	0.7%Prev: 0.8%	27,252 SH	Increased-5,312 SH
PACER FDS TR	GLOBL CASH ETF	$2.1M	1.3%Prev: 1.2%	45,250 SH	Increased+4,225 SH
PACER FDS TR	US CASH COWS 100	$1.7M	1.1%Prev: 1.2%	27,710 SH	Increased+399 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.7%Prev: 0.4%	7,277 SH	Increased+4,029 SH
PEPSICO INC	COM	$659K	0.4%Prev: 0.6%	4,242 SH	Decreased-1,143 SH
PGIM HIGH YIELD BOND FUND IN	COM	$462K	0.3%Prev: 0.4%	35,133 SH	Decreased+128 SH
PIMCO ETF TR	MULTISECTOR BD	$4.0M	2.5%Prev: 1.6%	153,426 SH	Increased+75,486 SH
PROCTER AND GAMBLE CO	COM	$430K	0.3%Prev: 0.4%	2,975 SH	Decreased+257 SH
QUALCOMM INC	COM	$1.1M	0.7%Prev: 0.9%	8,339 SH	Decreased+1,139 SH
REGENERON PHARMACEUTICALS	COM	$229K	0.1%	297 SH	New
ROYAL GOLD INC	COM	$274K	0.2%	1,076 SH	New
RTX CORPORATION	COM	$255K	0.2%	1,321 SH	New
SALESFORCE INC	COM	$665K	0.4%Prev: 0.7%	3,560 SH	Decreased+71 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$397K	0.2%Prev: 0.7%	16,030 SH	Decreased-26,744 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$833K	0.5%Prev: 0.5%	17,820 SH	Increased-1,550 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$434K	0.3%Prev: 0.5%	14,135 SH	Decreased-7,517 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$734K	0.5%	14,874 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$578K	0.4%	3,944 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$259K	0.2%	1,603 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$693K	0.4%	5,215 SH	New
SERVICENOW INC	COM	$733K	0.5%	7,010 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$263K	0.2%	2,220 SH	New
SOUTHERN CO	COM	$969K	0.6%Prev: 0.7%	10,036 SH	Increased-101 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$479K	0.3%Prev: 0.3%	1,034 SH	Increased+14 SH
SPDR GOLD TR	GOLD SHS	$701K	0.4%Prev: 0.5%	1,628 SH	Increased-452 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.8%Prev: 0.9%	2,034 SH	Increased+12 SH
SPDR SERIES TRUST	STATE STREET SPD	$418K	0.3%	3,273 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$360K	0.2%	10,169 SH	New
STRATEGY INC	CL A NEW	$320K	0.2%	2,561 SH	New
STRYKER CORPORATION	COM	$307K	0.2%Prev: 0.3%	933 SH	Decreased+37 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.7M	1.0%	33,963 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMERN PIPE	$720K	0.4%	17,006 SH	New
UBER TECHNOLOGIES INC	COM	$282K	0.2%Prev: 0.2%	3,918 SH	Increased+75 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.2M	0.7%Prev: 1.4%	93,347 SH	Decreased-10,890 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$343K	0.2%	11,951 SH	New
VANECK ETF TRUST	PHARMACEUTCL ETF	$424K	0.3%Prev: 0.3%	4,085 SH	Increased-146 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$257K	0.2%Prev: 0.2%	2,242 SH	Increased+49 SH
VANGUARD INDEX FDS	GROWTH ETF	$219K	0.1%Prev: 0.2%	502 SH	Increased-44 SH
VANGUARD INDEX FDS	MID CAP ETF	$365K	0.2%Prev: 0.3%	1,271 SH	Decreased-258 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$347K	0.2%Prev: 0.2%	581 SH	Increased-22 SH
VEEVA SYS INC	CL A COM	$226K	0.1%Prev: 0.2%	1,285 SH	Decreased-10 SH
VERIZON COMMUNICATIONS INC	COM	$1.8M	1.1%Prev: 1.2%	35,623 SH	Increased+671 SH
VISA INC	COM CL A	$1.0M	0.6%Prev: 0.9%	3,383 SH	Decreased+60 SH
WALMART INC	COM	$642K	0.4%Prev: 0.3%	5,164 SH	Increased+103 SH
WHEATON PRECIOUS METALS CORP	COM	$961K	0.6%Prev: 0.7%	7,333 SH	Increased-3,418 SH
WILLIAMS COS INC	COM	$492K	0.3%Prev: 0.3%	6,759 SH	Increased+735 SH
WILLIAMS SONOMA INC	COM	$295K	0.2%Prev: 0.2%	1,619 SH	Increased-98 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$382K	0.2%Prev: 0.3%	7,306 SH	Increased-100 SH
WISDOMTREE TR	US LARGECAP FUND	$434K	0.3%	6,372 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$703K	0.4%Prev: 0.4%	19,571 SH	Increased+2,473 SH

Sold (vs prior filing)

ABRDN GLOBAL DYNAMIC DIVIDEN — $1.1M
ADOBE INC — $407K
BROOKFIELD RENEWABLE CORP — $1.5M
CHIPOTLE MEXICAN GRILL INC — $385K
FISERV INC — $234K
GLOBAL X FDS — $2.2M
GLOBAL X FDS — $1.0M
GLOBAL X FDS — $3.1M
ISHARES TR — $235K
ISHARES TR — $775K
LULULEMON ATHLETICA INC — $245K
MANAGED PORTFOLIO SERIES — $630K
MICROSTRATEGY INC — $683K
NUVEEN S&P 500 BUY-WRITE INC — $489K
SANDSTORM GOLD LTD — $161K
SELECT SECTOR SPDR TR — $724K
SELECT SECTOR SPDR TR — $565K
SELECT SECTOR SPDR TR — $557K
SPDR SER TR — $254K
SPROTT PHYSICAL GOLD TR — $250K
… and 4 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