Investment Partners Asset Management, Inc.

CIK 0001384416 • 7 13F filings • Apr 15, 2025 – Oct 9, 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

$185.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $185.5M168 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$576K	0.3%Prev: 0.3%	2,201 SH	Increased-66 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$382K	0.2%Prev: 0.5%	2,084 SH	Decreased-718 SH
AFFILIATED MANAGERS GROUP	COM	$306K	0.2%	836 SH	New
ALPHABET INC	CAP STK CL A	$5.9M	3.2%Prev: 2.9%	17,136 SH	Increased-931 SH
ALPHABET INC	CAP STK CL C	$2.7M	1.5%Prev: 1.4%	8,048 SH	Increased-505 SH
AMAZON COM INC	COM	$2.5M	1.3%Prev: 1.5%	9,940 SH	Increased-85 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$260K	0.1%Prev: 0.2%	12,247 SH	Increased
AMGEN INC	COM	$231K	0.1%	549 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$625K	0.3%Prev: 0.4%	5,152 SH	Increased-1,006 SH
ANALOG DEVICES INC	COM	$766K	0.4%Prev: 0.3%	1,930 SH	Increased+38 SH
APPLE INC	COM	$11.4M	6.2%Prev: 6.0%	34,374 SH	Increased-1,133 SH
ARES CAPITAL CORP	COM	$1.0M	0.6%	54,773 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.2M	0.7%	685 SH	New
AT&T INC	COM	$1.9M	1.0%Prev: 1.6%	77,020 SH	Decreased-6,448 SH
AUTOMATIC DATA PROCESSING IN	COM	$749K	0.4%Prev: 0.4%	2,903 SH	Increased+958 SH
BERKLEY W R CORP	COM	$456K	0.2%Prev: 0.3%	6,750 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.7%Prev: 0.9%	2,709 SH	Decreased-8 SH
BLACKROCK ENHANCED EQUITY DI	COM	$445K	0.2%Prev: 0.3%	47,362 SH	Increased-517 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$71K	0.0%Prev: 0.0%	12,580 SH	Decreased
BLACKROCK ETF TRUST	ISHARES US EQUIT	$448K	0.2%	6,467 SH	New
BLACKROCK RES & COMMODITIES	SHS	$356K	0.2%Prev: 0.2%	29,973 SH	Decreased-6,950 SH
BLACKSTONE INC	COM	$835K	0.5%Prev: 0.9%	7,448 SH	Decreased-321 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$759K	0.4%Prev: 0.3%	31,641 SH	Increased+12,868 SH
BOOKING HOLDINGS INC	COM	$331K	0.2%Prev: 0.2%	2,030 SH	Decreased+1,962 SH
BRISTOL-MYERS SQUIBB CO	COM	$555K	0.3%Prev: 0.3%	8,894 SH	Increased-403 SH
BROADCOM INC	COM	$1.0M	0.6%Prev: 0.7%	2,934 SH	Increased-61 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$237K	0.1%Prev: 0.2%	6,643 SH	Decreased-642 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.3M	0.7%Prev: 1.0%	45,343 SH	Decreased-919 SH
CALAMOS ETF TR	NASD 100 ST JUNE	$334K	0.2%	12,012 SH	New
CALAMOS ETF TR	RUSSE 2000 JULY	$602K	0.3%	22,016 SH	New
CALAMOS ETF TR	S&P 500 STRUCTRD	$230K	0.1%Prev: 0.2%	8,176 SH	Decreased-4,802 SH
CATERPILLAR INC	COM	$245K	0.1%	302 SH	New
CBRE GBL REAL ESTATE INC FD	COM SHS OF BEN	$562K	0.3%	47,813 SH	New
CHEVRON CORPORATION	COM	$392K	0.2%	1,919 SH	New
CHIMERA INVT CORP	COM SHS	$439K	0.2%Prev: 0.2%	46,104 SH	Increased+20,319 SH
CHUBB LIMITED	COM	$577K	0.3%Prev: 0.3%	1,774 SH	Increased+120 SH
CISCO SYS INC	COM	$1.4M	0.8%Prev: 0.6%	13,209 SH	Increased+7 SH
CNX RES CORP	COM	$214K	0.1%Prev: 0.1%	6,866 SH	Decreased
COCA COLA CO	COM	$1.1M	0.6%Prev: 0.5%	12,399 SH	Increased+103 SH
COHEN & STEERS INFRASTRUCTUR	COM	$629K	0.3%Prev: 0.4%	25,522 SH	Increased+2,659 SH
COSTCO WHOLESALE CORPORATION	COM	$706K	0.4%	775 SH	New
DELL TECHNOLOGIES INC	CL C	$235K	0.1%	437 SH	New
DNP SELECT INCOME FD INC	COM	$96K	0.1%Prev: 0.1%	10,000 SH	Decreased
DOMINION ENERGY INC	COM	$286K	0.2%Prev: 0.2%	4,729 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$477K	0.3%Prev: 0.3%	4,185 SH	Decreased+7 SH
EATON CORP PLC	SHS	$210K	0.1%	489 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$105K	0.1%Prev: 0.1%	11,184 SH	Increased
ELI LILLY & CO	COM	$1.6M	0.9%Prev: 0.4%	1,396 SH	Increased+592 SH
ENBRIDGE INC	COM	$232K	0.1%	4,997 SH	New
ETFIS SER TR I	VIRTUS INFRCAP	$2.7M	1.5%Prev: 0.4%	136,263 SH	Increased+110,378 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$1.6M	0.9%Prev: 1.2%	40,340 SH	Decreased-9,205 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.1M	0.6%	6,466 SH	New
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.9M	1.0%	101,534 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$292K	0.2%Prev: 0.4%	3,113 SH	Decreased-3,038 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$573K	0.3%Prev: 0.4%	11,893 SH	Decreased-457 SH
FORTINET INC	COM	$1.0M	0.5%Prev: 0.3%	5,680 SH	Increased+601 SH
FREEPORT MCMORAN INC	CL B	$203K	0.1%	2,905 SH	New
GE AEROSPACE	COM NEW	$908K	0.5%Prev: 0.6%	2,907 SH	Increased-91 SH
GE VERNOVA INC	COM	$729K	0.4%Prev: 0.3%	767 SH	Increased-57 SH
GLOBAL X FDS	ADAPTIVE US	$2.2M	1.2%	46,028 SH	New
GLOBAL X FDS	DATA CTR DIG ETF	$384K	0.2%	14,141 SH	New
GLOBAL X FDS	RATE PREFERRED	$5.9M	3.2%Prev: 3.2%	269,756 SH	Increased+60,635 SH
GLOBAL X FDS	US INFR DEV ETF	$530K	0.3%Prev: 0.3%	10,093 SH	Increased-811 SH
GOLDMAN SACHS BDC INC	SHS	$322K	0.2%Prev: 0.6%	35,388 SH	Decreased-60,510 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$564K	0.3%Prev: 0.4%	5,629 SH	Increased+126 SH
GOLDMAN SACHS ETF TR	DYNAMIC NY MUNI	$228K	0.1%	4,780 SH	New
GOLDMAN SACHS ETF TR	HEDGE IND ETF	$441K	0.2%Prev: 0.1%	2,592 SH	Increased+1,256 SH
GOLDMAN SACHS GROUP INC	COM	$2.5M	1.3%Prev: 1.6%	2,767 SH	Increased-270 SH
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$636K	0.3%	18,805 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$342K	0.2%	4,007 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	1.0%Prev: 1.7%	8,668 SH	Decreased-378 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.6M	0.8%Prev: 0.6%	24,950 SH	Increased+9,631 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$229K	0.1%Prev: 0.2%	3,253 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$211K	0.1%	1,016 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.1M	1.6%Prev: 1.7%	4,125 SH	Increased-147 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$397K	0.2%Prev: 0.4%	8,383 SH	Decreased+115 SH
ISHARES INC	MSCI EMERG MRKT	$615K	0.3%Prev: 0.8%	8,306 SH	Decreased-10,572 SH
ISHARES INC	MSCI GBL MIN VOL	$447K	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-602 SH
ISHARES TR	0-5 YR TIPS ETF	$3.2M	1.7%Prev: 1.3%	32,240 SH	Increased+12,630 SH
ISHARES TR	CORE DIV GRWTH	$1.5M	0.8%Prev: 0.6%	19,967 SH	Increased+7,638 SH
ISHARES TR	CORE HIGH DV ETF	$926K	0.5%Prev: 0.5%	33,129 SH	Increased+27,498 SH
ISHARES TR	CORE S&P SCP ETF	$404K	0.2%Prev: 0.3%	2,971 SH	Decreased-499 SH
ISHARES TR	CORE S&P500 ETF	$206K	0.1%	269 SH	New
ISHARES TR	EXPANDED TECH	$883K	0.5%	8,295 SH	New
ISHARES TR	GL CLEAN ENE ETF	$179K	0.1%Prev: 0.1%	10,503 SH	Increased
ISHARES TR	LARG CAP SEP ETF	$243K	0.1%	8,522 SH	New
ISHARES TR	MRGSTR MD CP GRW	$546K	0.3%	5,818 SH	New
ISHARES TR	MSCI ACWI ETF	$614K	0.3%Prev: 0.1%	3,866 SH	Increased+2,360 SH
ISHARES TR	MSCI USA MIN ETF	$815K	0.4%	8,368 SH	New
ISHARES TR	RUSSELL 2000 ETF	$733K	0.4%Prev: 0.6%	2,636 SH	Decreased-1,049 SH
ISHARES TR	S&P 500 GRWT ETF	$366K	0.2%Prev: 0.2%	2,572 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$274K	0.1%Prev: 0.2%	1,200 SH	Increased
ISHARES TR	TRUST ISHARE 0-1	$493K	0.3%	4,465 SH	New
ISHARES TR	US AER DEF ETF	$411K	0.2%Prev: 0.4%	1,983 SH	Decreased-1,051 SH
J P MORGAN EXCHANGE TRADED F	BET USD HIG ETF	$2.2M	1.2%	48,981 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.6M	3.6%Prev: 3.3%	117,538 SH	Increased+29,880 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$364K	0.2%Prev: 0.3%	8,113 SH	Decreased-332 SH
J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$1.3M	0.7%Prev: 0.8%	22,746 SH	Increased-851 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.7M	2.0%	60,442 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$813K	0.4%Prev: 0.4%	16,146 SH	Increased+3,456 SH
JOHNSON & JOHNSON	COM	$2.2M	1.2%Prev: 1.0%	8,424 SH	Increased+517 SH
JPMORGAN CHASE & CO	COM	$2.0M	1.1%	5,911 SH	New
KINDER MORGAN INC DEL	COM	$797K	0.4%Prev: 0.5%	26,441 SH	Increased+56 SH
LAM RESEARCH CORP	COM NEW	$1.2M	0.6%Prev: 0.4%	3,521 SH	Increased-852 SH
MCDONALDS CORP	COM	$351K	0.2%Prev: 0.3%	1,518 SH	Decreased-39 SH
MERCADOLIBRE INC	COM	$398K	0.2%	230 SH	New
MERCK & CO INC	COM	$601K	0.3%Prev: 0.2%	4,136 SH	Increased+94 SH
META PLATFORMS INC	CL A	$3.4M	1.8%Prev: 2.2%	4,682 SH	Increased+174 SH
MICRON TECHNOLOGY INC	COM	$2.2M	1.2%Prev: 0.5%	2,098 SH	Increased-2,539 SH
MICROSOFT CORP	COM	$7.6M	4.1%Prev: 4.3%	14,835 SH	Increased+2,183 SH
MORGAN STANLEY	COM NEW	$753K	0.4%Prev: 0.2%	4,004 SH	Increased+2,004 SH
MORGAN STANLEY ETF TRUST	EATO VANC BD ETF	$1.5M	0.8%	31,533 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$3.9M	2.1%	73,813 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$672K	0.4%	36,350 SH	New
NVIDIA CORPORATION	COM	$5.5M	3.0%Prev: 3.1%	24,129 SH	Increased-754 SH
ORACLE CORP	COM	$803K	0.4%Prev: 1.6%	5,845 SH	Decreased-2,662 SH
PACER FDS TR	DEVELOPED MRKT	$1.1M	0.6%Prev: 0.7%	27,208 SH	Increased-3,076 SH
PACER FDS TR	GLOBL CASH ETF	$2.1M	1.1%Prev: 1.1%	47,321 SH	Increased+5,800 SH
PACER FDS TR	US CASH COWS 100	$2.3M	1.3%Prev: 1.0%	34,905 SH	Increased+8,000 SH
PALO ALTO NETWORKS INC	COM	$2.3M	1.2%Prev: 0.4%	5,725 SH	Increased+2,436 SH
PEPSICO INC	COM	$464K	0.3%Prev: 0.5%	3,664 SH	Decreased-1,330 SH
PGIM HIGH YIELD BOND FUND IN	COM	$412K	0.2%Prev: 0.3%	35,133 SH	Decreased-367 SH
PIMCO ETF TR	MULTISECTOR BD	$4.1M	2.2%Prev: 1.9%	160,302 SH	Increased+54,883 SH
PROCTER & GAMBLE CO	COM	$432K	0.2%	2,972 SH	New
QUALCOMM INC	COM	$1.1M	0.6%Prev: 0.9%	6,123 SH	Decreased-1,987 SH
ROYAL GOLD INC	COM	$254K	0.1%	1,076 SH	New
RTX CORPORATION	COM	$246K	0.1%Prev: 0.2%	1,326 SH	Increased-38 SH
SALESFORCE INC	COM	$649K	0.3%Prev: 0.6%	2,826 SH	Decreased-994 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$440K	0.2%Prev: 0.4%	16,012 SH	Decreased-12,039 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$880K	0.5%Prev: 0.6%	17,687 SH	Decreased-1,647 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$471K	0.3%Prev: 0.4%	14,475 SH	Decreased-7,436 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$219K	0.1%	6,450 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$690K	0.4%	4,098 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$794K	0.4%	14,874 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$268K	0.1%	1,603 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.0M	0.6%	5,231 SH	New
SERVICENOW INC	COM	$1.8M	1.0%	13,460 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$330K	0.2%Prev: 0.2%	2,225 SH	Increased+473 SH
SOUTHERN CO	COM	$832K	0.4%Prev: 0.6%	10,040 SH	Decreased-102 SH
SPDR GOLD TR	GOLD SHS	$627K	0.3%Prev: 0.4%	1,646 SH	Decreased-142 SH
SPDR SERIES TRUST	ST STR SP BIOT	$516K	0.3%	3,273 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$321K	0.2%Prev: 0.2%	10,254 SH	Increased-48 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$523K	0.3%	1,028 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.8%	2,021 SH	New
STRATEGY INC	CL A NEW	$278K	0.1%Prev: 0.5%	1,814 SH	Decreased-745 SH
STRYKER CORPORATION	COM	$861K	0.5%Prev: 0.2%	3,125 SH	Increased+2,236 SH
T ROWE PRICE EXCHANGE-TRADED	ULTRA SHRT TRM	$1.8M	1.0%	36,135 SH	New
THE CENTRAL AND EASTERN EU I	COM	$301K	0.2%	15,933 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$667K	0.4%	16,741 SH	New
UBER TECHNOLOGIES INC	COM	$270K	0.1%Prev: 0.3%	3,943 SH	Decreased+70 SH
VANECK ETF TRUST	BDC INCOME ETF	$1.3M	0.7%Prev: 1.0%	96,992 SH	Decreased-9,644 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$495K	0.3%	17,783 SH	New
VANECK ETF TRUST	PHARMACEUTCL ETF	$447K	0.2%Prev: 0.2%	4,085 SH	Increased-40 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$284K	0.2%Prev: 0.2%	2,242 SH	Decreased-707 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$271K	0.1%	3,012 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$405K	0.2%	5,160 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$411K	0.2%Prev: 0.2%	586 SH	Increased-2 SH
VEEVA SYS INC	CL A COM	$364K	0.2%Prev: 0.3%	1,275 SH	Decreased-25 SH
VERIZON COMMUNICATIONS INC	COM	$1.7M	0.9%Prev: 1.0%	36,418 SH	Increased+1,709 SH
VISA INC	COM CL A	$1.2M	0.6%Prev: 0.8%	3,304 SH	Increased-31 SH
WALMART INC	COM	$559K	0.3%Prev: 0.4%	5,379 SH	Decreased-85 SH
WHEATON PRECIOUS METALS CORP	COM	$964K	0.5%Prev: 0.8%	7,211 SH	Decreased-3,332 SH
WILLIAMS COS INC	COM	$460K	0.2%Prev: 0.3%	6,765 SH	Increased+66 SH
WILLIAMS SONOMA INC	COM	$369K	0.2%Prev: 0.2%	1,619 SH	Increased-43 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$420K	0.2%Prev: 0.2%	7,575 SH	Increased+169 SH
WISDOMTREE TR	US LARGECAP FUND	$473K	0.3%	5,915 SH	New
WISDOMTREE TR	US SMALLCAP DIVD	$758K	0.4%Prev: 0.4%	20,012 SH	Increased+1,177 SH

Sold (vs prior filing)

ABRDN GLOBAL DYNAMIC DIVIDEN — $1.5M
ADOBE INC — $574K
ASML HOLDING N V — $672K
BROOKFIELD CORP — $208K
CALAMOS ETF TR — $351K
CALAMOS ETF TR — $559K
CARLYLE GROUP INC — $284K
CBRE GBL REAL ESTATE INC FD — $818K
CENTRAL & EASTERN EUROPE FD — $343K
CHEVRON CORP NEW — $334K
CHIPOTLE MEXICAN GRILL INC — $518K
COSTCO WHSL CORP NEW — $728K
EXXON MOBIL CORP — $625K
GENERAC HLDGS INC — $225K
GLOBAL X FDS — $2.1M
GLOBAL X FDS — $997K
GLOBAL X FDS — $2.9M
GSK PLC — $610K
ISHARES TR — $226K
ISHARES TR — $219K
… and 24 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 9, 2026	Q3 2026	13F-HR	0001384416-26-000006	$185.5M	View
Oct 20, 2025	Q3 2025