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Investment Partners Asset Management, Inc.

Portfolio Manager
Investment Partners Asset Management, Inc.
Performance
-6.24% (2026 Q1)
AUM (13F)
$161.96M
# of Holdings
163
Performance Rank
Allocation (Top 20)
43.99%

Investment Partners Asset Management, Inc. Holdings Map

Top 50 Investment Partners Asset Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.49%35.1K$8.9M
-0.36%(-125)
2025-Q1: 36.3K shares2025-Q2: 35.9K shares2025-Q3: 35.5K shares2025-Q4: 35.2K shares2026-Q1: 35.1K shares
$181.87(+64.33%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
3.79%108.3K$6.1M
+3.12%(+3.28K)
2025-Q1: 86.2K shares2025-Q2: 86.9K shares2025-Q3: 87.7K shares2025-Q4: 105.0K shares2026-Q1: 108.3K shares
$55.20(+1.33%)
2026-03-31
PFFV
GLOBAL X FDS
3.42%253.7K$5.5M
+8.27%(+19.38K)
2025-Q1: 166.9K shares2025-Q2: 191.8K shares2025-Q3: 209.1K shares2025-Q4: 234.3K shares2026-Q1: 253.7K shares
$23.04(-3.10%)
2026-03-31
GOOGL
ALPHABET INC
3.05%17.2K$4.9M
-1.43%(-250)
2025-Q1: 17.5K shares2025-Q2: 18.2K shares2025-Q3: 18.1K shares2025-Q4: 17.4K shares2026-Q1: 17.2K shares
$141.00(+185.54%)
2026-03-31
MSFT
MICROSOFT CORP
2.92%12.8K$4.7M
+2.12%(+265)
2025-Q1: 12.6K shares2025-Q2: 12.7K shares2025-Q3: 12.7K shares2025-Q4: 12.5K shares2026-Q1: 12.8K shares
$349.91(+15.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.63%24.4K$4.3M
+0.33%(+79)
2025-Q1: 25.4K shares2025-Q2: 25.6K shares2025-Q3: 24.9K shares2025-Q4: 24.3K shares2026-Q1: 24.4K shares
$56.07(+302.79%)
2026-03-31
PYLD
PIMCO ETF TR
2.48%153.4K$4.0M
+14.10%(+18.96K)
2025-Q1: 77.9K shares2025-Q2: 98.4K shares2025-Q3: 105.4K shares2025-Q4: 134.5K shares2026-Q1: 153.4K shares
$26.42(-0.29%)
2026-03-31
SPYI
NEOS ETF TRUST
2.21%72.4K$3.6M
+2.67%(+1.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 70.5K shares2026-Q1: 72.4K shares
$52.38(+2.42%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
2.06%60.0K$3.3M
+10.46%(+5.68K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.3K shares2026-Q1: 60.0K shares
$57.73(+3.75%)
2026-03-31
STIP
ISHARES TR
1.76%27.5K$2.8M
+3.45%(+918)
2025-Q1: 18.5K shares2025-Q2: 19.1K shares2025-Q3: 19.6K shares2025-Q4: 26.6K shares2026-Q1: 27.5K shares
$99.14(+4.62%)
2026-03-31

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