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: $179.9M167 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$554K	0.3%Prev: 0.3%	2,201 SH	Increased-66 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$239K	0.1%Prev: 0.6%	1,917 SH	Decreased-810 SH
AFFILIATED MANAGERS GROUP	COM	$283K	0.2%	836 SH	New
ALPHABET INC	CAP STK CL A	$6.1M	3.4%Prev: 2.2%	17,108 SH	Increased-1,126 SH
ALPHABET INC	CAP STK CL C	$2.9M	1.6%Prev: 1.1%	8,140 SH	Increased-546 SH
AMAZON COM INC	COM	$2.4M	1.3%Prev: 1.5%	10,066 SH	Increased-85 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$318K	0.2%Prev: 0.2%	12,247 SH	Increased
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$568K	0.3%Prev: 0.4%	5,414 SH	Increased-794 SH
ANALOG DEVICES INC	COM	$758K	0.4%Prev: 0.3%	1,908 SH	Increased+1 SH
APPLE INC	COM	$10.0M	5.6%Prev: 5.1%	34,669 SH	Increased-1,276 SH
ARES CAPITAL CORP	COM	$996K	0.6%	53,734 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.4M	0.8%	702 SH	New
AT&T INC	COM	$1.7M	0.9%Prev: 1.7%	80,107 SH	Decreased-4,083 SH
AUTOMATIC DATA PROCESSING IN	COM	$650K	0.4%Prev: 0.4%	2,903 SH	Increased+947 SH
BERKLEY W R CORP	COM	$476K	0.3%Prev: 0.3%	6,750 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.7%Prev: 0.8%	2,692 SH	Increased+277 SH
BLACKROCK ENHANCED EQUITY DI	COM	$453K	0.3%Prev: 0.3%	47,362 SH	Increased+1,283 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$72K	0.0%Prev: 0.1%	12,580 SH	Decreased
BLACKROCK ETF TRUST	ISHARES US EQUIT	$401K	0.2%	5,902 SH	New
BLACKROCK RES & COMMODITIES	SHS	$339K	0.2%Prev: 0.2%	29,933 SH	Decreased-7,459 SH
BLACKSTONE INC	COM	$883K	0.5%Prev: 0.8%	7,506 SH	Decreased-327 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$752K	0.4%Prev: 0.4%	31,726 SH	Increased+12,043 SH
BOOKING HOLDINGS INC	COM	$361K	0.2%Prev: 0.3%	2,025 SH	Decreased+1,957 SH
BRISTOL-MYERS SQUIBB CO	COM	$538K	0.3%Prev: 0.3%	9,337 SH	Increased-160 SH
BROADCOM INC	COM	$1.1M	0.6%Prev: 0.6%	2,947 SH	Increased-246 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$274K	0.2%Prev: 0.2%	7,126 SH	Decreased-202 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.5M	0.8%Prev: 1.1%	40,058 SH	Decreased-9,448 SH
CALAMOS ETF TR	NASDAQ 100 STRUC	$332K	0.2%Prev: 0.2%	12,012 SH	Decreased-1,076 SH
CALAMOS ETF TR	RUSSELL 2000 STR	$609K	0.3%Prev: 0.4%	22,016 SH	Increased+848 SH
CALAMOS ETF TR	S&P 500 STRUCTRD	$227K	0.1%	8,176 SH	New
CATERPILLAR INC	COM	$322K	0.2%	302 SH	New
CBRE GBL REAL ESTATE INC FD	COM	$703K	0.4%Prev: 0.6%	152,524 SH	Decreased-20,500 SH
CENTRAL & EASTERN EUROPE FD	COM	$435K	0.2%Prev: 0.3%	21,192 SH	Increased-5,512 SH
CHEVRON CORPORATION	COM	$318K	0.2%	1,919 SH	New
CHIMERA INVT CORP	COM SHS	$557K	0.3%Prev: 0.2%	41,747 SH	Increased+21,934 SH
CHUBB LTD SWITZ	COM	$604K	0.3%	1,774 SH	New
CISCO SYS INC	COM	$1.6M	0.9%Prev: 0.6%	13,204 SH	Increased+3 SH
CNX RES CORP	COM	$233K	0.1%Prev: 0.2%	6,866 SH	Increased
COCA COLA CO	COM	$1.0M	0.6%Prev: 0.6%	12,399 SH	Increased+133 SH
COHEN & STEERS INFRASTRUCTUR	COM	$704K	0.4%Prev: 0.4%	25,522 SH	Increased+2,584 SH
CORNING INC	COM	$308K	0.2%	1,205 SH	New
COSTCO WHOLESALE CORPORATION	COM	$727K	0.4%	777 SH	New
DELL TECHNOLOGIES INC	CL C	$201K	0.1%	467 SH	New
DNP SELECT INCOME FD INC	COM	$108K	0.1%Prev: 0.1%	10,000 SH	Increased
DOMINION ENERGY INC	COM	$323K	0.2%Prev: 0.2%	4,729 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$529K	0.3%Prev: 0.3%	4,178 SH	Increased
EATON CORP PLC	SHS	$208K	0.1%	489 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$110K	0.1%Prev: 0.1%	11,184 SH	Increased
ELI LILLY & CO	COM	$1.7M	0.9%Prev: 0.2%	1,408 SH	Increased+1,024 SH
ENBRIDGE INC	COM	$271K	0.2%	4,997 SH	New
ETFIS SER TR I	VIRTUS INFRCAP	$2.4M	1.3%	115,046 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$1.5M	0.8%Prev: 1.1%	38,770 SH	Decreased-11,427 SH
EXXON MOBIL CORP	COM	$795K	0.4%Prev: 0.4%	5,813 SH	Increased+206 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.6M	0.9%	82,759 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$292K	0.2%Prev: 0.4%	3,113 SH	Decreased-3,897 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$606K	0.3%Prev: 0.4%	11,998 SH	Decreased-377 SH
FORTINET INC	COM	$877K	0.5%Prev: 0.3%	5,711 SH	Increased+1,509 SH
GE AEROSPACE	COM NEW	$1.1M	0.6%Prev: 0.6%	2,942 SH	Increased-171 SH
GE VERNOVA INC	COM	$907K	0.5%Prev: 0.3%	772 SH	Increased-52 SH
GENERAC HLDGS INC	COM	$279K	0.2%Prev: 0.1%	953 SH	Increased-488 SH
GLOBAL X FDS	ADAPTIVE US	$2.2M	1.2%	45,650 SH	New
GLOBAL X FDS	DATA CTR & DIGIT	$388K	0.2%	12,768 SH	New
GLOBAL X FDS	RATE PREFERRED	$5.7M	3.2%Prev: 3.0%	258,318 SH	Increased+66,502 SH
GLOBAL X FDS	US INFR DEV ETF	$600K	0.3%Prev: 0.3%	10,182 SH	Increased-1,134 SH
GOLDMAN SACHS BDC INC	SHS	$320K	0.2%Prev: 0.8%	33,724 SH	Decreased-72,417 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$579K	0.3%Prev: 0.4%	5,779 SH	Increased+526 SH
GOLDMAN SACHS ETF TR	DYNAMIC NY MUNI	$223K	0.1%	4,430 SH	New
GOLDMAN SACHS ETF TR	HEDGE IND ETF	$435K	0.2%	2,303 SH	New
GOLDMAN SACHS GROUP INC	COM	$2.8M	1.6%Prev: 1.5%	2,784 SH	Increased-269 SH
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$619K	0.3%	18,809 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$349K	0.2%	4,007 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	1.4%Prev: 1.8%	8,694 SH	Decreased-226 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.6M	0.9%Prev: 0.7%	24,689 SH	Increased+8,136 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$244K	0.1%Prev: 0.2%	3,253 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$3.1M	1.7%Prev: 1.6%	4,163 SH	Increased-98 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$277K	0.2%Prev: 0.4%	8,324 SH	Decreased+56 SH
ISHARES INC	MSCI EMERG MRKT	$631K	0.4%Prev: 0.9%	8,385 SH	Decreased-11,320 SH
ISHARES INC	MSCI GBL MIN VOL	$438K	0.2%Prev: 0.3%	3,643 SH	Increased+415 SH
ISHARES INC	MSCI GERMANY ETF	$249K	0.1%Prev: 0.2%	6,019 SH	Decreased-1,095 SH
ISHARES TR	0-5 YR TIPS ETF	$3.0M	1.7%Prev: 1.4%	29,713 SH	Increased+10,658 SH
ISHARES TR	CORE DIV GRWTH	$1.6M	0.9%Prev: 0.5%	21,168 SH	Increased+9,889 SH
ISHARES TR	CORE HIGH DV ETF	$834K	0.5%Prev: 0.5%	30,429 SH	Increased+24,794 SH
ISHARES TR	CORE S&P SCP ETF	$446K	0.2%Prev: 0.3%	3,005 SH	Increased-471 SH
ISHARES TR	EXPANDED TECH	$800K	0.4%	8,825 SH	New
ISHARES TR	GL CLEAN ENE ETF	$215K	0.1%Prev: 0.1%	10,503 SH	Increased
ISHARES TR	LARGE CAP MAX BU	$237K	0.1%Prev: 0.1%	8,522 SH	Increased+360 SH
ISHARES TR	MRGSTR MD CP GRW	$566K	0.3%	5,762 SH	New
ISHARES TR	MSCI ACWI ETF	$646K	0.4%	4,114 SH	New
ISHARES TR	MSCI USA MIN VOL	$772K	0.4%Prev: 0.6%	8,004 SH	Decreased-1,726 SH
ISHARES TR	RUSSELL 2000 ETF	$793K	0.4%Prev: 0.6%	2,639 SH	Decreased-1,065 SH
ISHARES TR	S&P 500 GRWT ETF	$354K	0.2%Prev: 0.2%	2,572 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$272K	0.2%Prev: 0.2%	1,200 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$498K	0.3%	4,515 SH	New
ISHARES TR	US AER DEF ETF	$481K	0.3%Prev: 0.4%	1,983 SH	Decreased-1,051 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.2M	1.2%Prev: 1.5%	48,060 SH	Increased+1,862 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.4M	3.6%Prev: 3.4%	114,098 SH	Increased+27,242 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$376K	0.2%Prev: 0.3%	8,158 SH	Decreased-740 SH
J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$1.3M	0.7%	23,538 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.7M	2.0%	59,833 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$843K	0.5%Prev: 0.5%	16,660 SH	Increased+3,169 SH
JOHNSON & JOHNSON	COM	$2.0M	1.1%Prev: 0.9%	7,905 SH	Increased-189 SH
JPMORGAN CHASE & CO	COM	$1.9M	1.1%	5,911 SH	New
KINDER MORGAN INC DEL	COM	$845K	0.5%Prev: 0.5%	26,425 SH	Increased+59 SH
KLA CORP	COM NEW	$266K	0.1%	880 SH	New
LAM RESEARCH CORP	COM NEW	$1.6M	0.9%Prev: 0.3%	3,744 SH	Increased-629 SH
MCDONALDS CORP	COM	$410K	0.2%Prev: 0.3%	1,518 SH	Decreased-35 SH
MERCADOLIBRE INC	COM	$390K	0.2%	230 SH	New
MERCK & CO INC	COM	$522K	0.3%Prev: 0.4%	4,062 SH	Decreased-2,560 SH
META PLATFORMS INC	CL A	$2.6M	1.5%Prev: 2.4%	4,680 SH	Decreased+70 SH
MICRON TECHNOLOGY INC	COM	$2.5M	1.4%Prev: 0.4%	2,206 SH	Increased-2,446 SH
MICROSOFT CORP	COM	$5.2M	2.9%Prev: 4.4%	14,060 SH	Decreased+1,346 SH
MORGAN STANLEY	COM NEW	$837K	0.5%Prev: 0.2%	4,004 SH	Increased+2,004 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.5M	0.8%	29,586 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$3.9M	2.1%	72,695 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$678K	0.4%	36,350 SH	New
NVIDIA CORPORATION	COM	$4.8M	2.7%Prev: 2.8%	24,211 SH	Increased-1,384 SH
ORACLE CORP	COM	$862K	0.5%Prev: 1.4%	5,884 SH	Decreased-3,484 SH
PACER FDS TR	DEVELOPED MRKT	$1.1M	0.6%Prev: 0.8%	27,252 SH	Increased-5,371 SH
PACER FDS TR	GLOBL CASH ETF	$2.0M	1.1%Prev: 1.1%	45,261 SH	Increased+3,744 SH
PACER FDS TR	US CASH COWS 100	$1.8M	1.0%Prev: 1.1%	28,794 SH	Increased-313 SH
PALO ALTO NETWORKS INC	COM	$2.4M	1.3%Prev: 0.5%	7,093 SH	Increased+3,695 SH
PEPSICO INC	COM	$476K	0.3%Prev: 0.5%	3,512 SH	Decreased-1,642 SH
PGIM HIGH YIELD BOND FUND IN	COM	$459K	0.3%Prev: 0.4%	35,133 SH	Decreased-557 SH
PIMCO ETF TR	MULTISECTOR BD	$4.1M	2.3%Prev: 1.8%	156,057 SH	Increased+57,693 SH
PROCTER & GAMBLE CO	COM	$436K	0.2%	2,976 SH	New
QUALCOMM INC	COM	$1.1M	0.6%Prev: 0.8%	5,961 SH	Decreased-1,288 SH
ROYAL GOLD INC	COM	$215K	0.1%	1,076 SH	New
RTX CORPORATION	COM	$252K	0.1%Prev: 0.1%	1,326 SH	Increased-88 SH
SALESFORCE INC	COM	$454K	0.3%Prev: 0.7%	2,895 SH	Decreased-777 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$444K	0.2%Prev: 0.7%	16,030 SH	Decreased-26,744 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$851K	0.5%Prev: 0.6%	17,695 SH	Increased-1,999 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$448K	0.2%Prev: 0.4%	14,139 SH	Decreased-7,707 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$238K	0.1%	6,450 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$797K	0.4%	14,874 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$642K	0.4%	4,044 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$297K	0.2%	1,603 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$994K	0.6%	5,215 SH	New
SERVICENOW INC	COM	$1.5M	0.8%	14,799 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$254K	0.1%Prev: 0.1%	2,225 SH	Increased+408 SH
SOUTHERN CO	COM	$961K	0.5%Prev: 0.6%	10,038 SH	Increased-101 SH
SPDR GOLD TR	GOLD SHS	$600K	0.3%Prev: 0.4%	1,629 SH	Increased-151 SH
SPDR SERIES TRUST	STATE STREET SPD	$722K	0.4%	4,168 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$309K	0.2%	10,254 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$537K	0.3%	1,028 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.8%	2,024 SH	New
STRATEGY INC	CL A NEW	$224K	0.1%	2,572 SH	New
STRYKER CORPORATION	COM	$321K	0.2%Prev: 0.2%	1,020 SH	Decreased+124 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.7M	0.9%	33,989 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$708K	0.4%	16,886 SH	New
UBER TECHNOLOGIES INC	COM	$283K	0.2%Prev: 0.3%	3,918 SH	Decreased+65 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.2M	0.7%Prev: 1.2%	95,101 SH	Decreased-11,252 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$444K	0.2%	15,169 SH	New
VANECK ETF TRUST	PHARMACEUTCL ETF	$447K	0.2%Prev: 0.3%	4,085 SH	Increased-134 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$308K	0.2%Prev: 0.2%	2,242 SH	Increased-632 SH
VANGUARD INDEX FDS	GROWTH ETF	$259K	0.1%Prev: 0.2%	3,012 SH	Increased+2,466 SH
VANGUARD INDEX FDS	MID CAP ETF	$409K	0.2%Prev: 0.3%	5,081 SH	Decreased+3,552 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$402K	0.2%Prev: 0.2%	586 SH	Increased-7 SH
VEEVA SYS INC	CL A COM	$225K	0.1%Prev: 0.3%	1,270 SH	Decreased-30 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.8%Prev: 1.0%	35,804 SH	Increased+1,033 SH
VISA INC	COM CL A	$1.1M	0.6%Prev: 0.9%	3,307 SH	Decreased-331 SH
WALMART INC	COM	$586K	0.3%Prev: 0.4%	5,177 SH	Increased-387 SH
WHEATON PRECIOUS METALS CORP	COM	$817K	0.5%Prev: 0.7%	7,278 SH	Decreased-3,428 SH
WILLIAMS COS INC	COM	$503K	0.3%Prev: 0.3%	6,765 SH	Increased+66 SH
WILLIAMS SONOMA INC	COM	$377K	0.2%Prev: 0.2%	1,619 SH	Increased-108 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$416K	0.2%Prev: 0.2%	7,306 SH	Increased-100 SH
WISDOMTREE TR	US LARGECAP FUND	$523K	0.3%	6,717 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$791K	0.4%Prev: 0.4%	19,442 SH	Increased+2,229 SH

Sold (vs prior filing)

ABRDN GLOBAL DYNAMIC DIVIDEN — $1.2M
ADOBE INC — $489K
ASML HOLDING N V — $531K
CARLYLE GROUP INC — $233K
CHEVRON CORP NEW — $226K
CHIPOTLE MEXICAN GRILL INC — $454K
CHUBB LIMITED — $518K
COSTCO WHSL CORP NEW — $793K
DISNEY WALT CO — $206K
GLOBAL X FDS — $2.1M
GLOBAL X FDS — $1.0M
GLOBAL X FDS — $3.0M
GSK PLC — $530K
HONEYWELL INTL INC — $214K
INTUITIVE SURGICAL INC — $208K
ISHARES TR — $228K
ISHARES TR — $803K
J P MORGAN EXCHANGE TRADED F — $2.2M
JPMORGAN CHASE & CO. — $1.7M
LULULEMON ATHLETICA INC — $212K
… and 19 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