Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $161 Billion
  • Q4 2025

Investment Partners Asset Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.56B, Microsoft Corp with a value of $6.06B, J P Morgan Exchange Traded Fd with a value of $6.01B, Alphabet Inc. with a value of $5.46B, and Global X Variable Rate Preferr with a value of $5.21B.

Examining the 13F form we can see an increase of $8.87B in the current position value, from $152B to 161B.

Investment Partners Asset Management, Inc. is based out at Metuchen, NJ

Below you can find more details about Investment Partners Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $51.1 Billion
Technology: $34.5 Billion
Financial Services: $17.9 Billion
Communication Services: $14.4 Billion
Healthcare: $5.64 Billion
Consumer Cyclical: $3.91 Billion
Consumer Defensive: $3.2 Billion
Energy: $2.38 Billion
Other: $4.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.56 Billion 5.95% of portfolio
35,183
Q4 2025 Reduced 0.91%
$3.78T
$6.06 Billion 3.77% of portfolio
12,524
Q4 2025 Reduced 1.01%
$0
$6.01 Billion 3.74% of portfolio
104,990
Q4 2025 Added 19.77%
$1.65T
$5.46 Billion 3.4% of portfolio
17,429
Q4 2025 Reduced 3.53%
$0
$5.21 Billion 3.24% of portfolio
234,301
Q4 2025 Added 12.04%
$465B
$4.53 Billion 2.82% of portfolio
24,304
Q4 2025 Reduced 2.33%
-
$3.71 Billion 2.31% of portfolio
-
Q4 2025 New
Pimco ETF Tr
-
$3.59 Billion 2.23% of portfolio
-
Q4 2025 Added 27.55%
$0
$3.16 Billion 1.97% of portfolio
54,324
Q4 2025 New
$1.37T
$2.96 Billion 1.84% of portfolio
4,487
Q4 2025 Reduced 0.47%
$0
$2.72 Billion 1.7% of portfolio
26,606
Q4 2025 Added 35.68%
$266B
$2.68 Billion 1.67% of portfolio
9,034
Q4 2025 Reduced 0.13%
$265B
$2.67 Billion 1.66% of portfolio
3,037
Q3 2025 Reduced 0.52%
$1.74T
$2.6 Billion 1.62% of portfolio
8,295
Q4 2025 Reduced 3.02%
$0
$2.6 Billion 1.62% of portfolio
4,236
Q4 2025 Reduced 0.84%
$2.39T
$2.31 Billion 1.44% of portfolio
10,020
Q4 2025 Reduced 0.05%
$181B
$2.07 Billion 1.29% of portfolio
83,228
Q4 2025 Reduced 0.29%
$5.65B
$1.98 Billion 1.23% of portfolio
48,147
Q4 2025 Reduced 2.82%
$881B
$1.9 Billion 1.18% of portfolio
5,890
Q4 2025 Reduced 0.46%
$0
$1.85 Billion 1.15% of portfolio
44,924
Q4 2025 Added 8.2%
$593B
$1.72 Billion 1.07% of portfolio
8,847
Q4 2025 Added 4.0%
$0
$1.71 Billion 1.07% of portfolio
28,449
Q4 2025 Added 5.74%
$522B
$1.64 Billion 1.02% of portfolio
7,909
Q4 2025 Added 0.03%
Brookfield Renewable Corp
-
$1.58 Billion 0.98% of portfolio
-
Q4 2025 Reduced 10.81%
$0
$1.42 Billion 0.89% of portfolio
66,076
Q4 2025 Added 155.27%
$0
$1.41 Billion 0.88% of portfolio
28,308
Q4 2025 New
$0
$1.4 Billion 0.87% of portfolio
2,046
Q3 2025 Reduced 0.2%
$187B
$1.36 Billion 0.85% of portfolio
7,962
Q4 2025 Reduced 1.82%
$662B
$1.37 Billion 0.85% of portfolio
2,718
Q4 2025 Added 0.04%
$172B
$1.35 Billion 0.84% of portfolio
33,187
Q4 2025 Reduced 4.39%
$971B
$1.35 Billion 0.84% of portfolio
1,252
Q4 2025 Added 55.72%
$0
$1.34 Billion 0.83% of portfolio
94,373
Q4 2025 Reduced 11.5%
$0
$1.31 Billion 0.82% of portfolio
64,976
Q4 2025 New
J P Morgan Exchange Traded F
-
$1.23 Billion 0.76% of portfolio
-
Q4 2025 Reduced 0.38%
$47.1B
$1.2 Billion 0.75% of portfolio
10,241
Q4 2025 Reduced 2.86%
$98.1B
$1.19 Billion 0.74% of portfolio
7,719
Q4 2025 Reduced 0.64%
$533B
$1.17 Billion 0.73% of portfolio
3,337
Q4 2025 Added 0.06%
$0
$1.14 Billion 0.71% of portfolio
16,463
Q4 2025 Added 33.53%
$0
$1.08 Billion 0.67% of portfolio
16,833
Q4 2025 Reduced 10.83%
Morgan Stanley ETF Trust
-
$1.07 Billion 0.67% of portfolio
-
Q4 2025 New
$0
$1.06 Billion 0.66% of portfolio
27,402
Q4 2025 Reduced 9.52%
$0
$1.05 Billion 0.65% of portfolio
16,839
Q4 2025 Added 9.92%
$139B
$1.03 Billion 0.64% of portfolio
2,981
Q4 2025 Reduced 0.47%
$268B
$1.03 Billion 0.64% of portfolio
3,600
Q4 2025 Reduced 22.36%
$319B
$1.02 Billion 0.63% of portfolio
13,204
Q4 2025 Added 0.02%
$237B
$1.02 Billion 0.63% of portfolio
3,848
Q4 2025 Added 0.73%
$4.41B
$975 Million 0.61% of portfolio
37,028
Q4 2025 Added 97.24%
$0
$963 Million 0.6% of portfolio
82,605
Q4 2025 Reduced 24.4%
$328B
$913 Million 0.57% of portfolio
2,963
Q4 2025 Reduced 1.17%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $161 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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