Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $144 Billion
  • Q2 2025

Investment Partners Asset Management, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.37B, Microsoft Corp with a value of $6.32B, J P Morgan Exchange Traded Fd with a value of $4.94B, Global X Variable Rate Preferr with a value of $4.37B, and Nvidia Corp with a value of $4.04B.

Examining the 13F form we can see an increase of $16.3B in the current position value, from $127B to 144B.

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 $144 Billion
ETFs: $46.5 Billion
Technology: $32 Billion
Financial Services: $16.3 Billion
Communication Services: $12.3 Billion
Consumer Cyclical: $4.62 Billion
Healthcare: $3.86 Billion
Consumer Defensive: $3.37 Billion
Energy: $2.26 Billion
Other: $4.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.37 Billion 5.13% of portfolio
35,945
Q2 2025 Reduced 1.08%
$3.95T
$6.32 Billion 4.4% of portfolio
12,714
Q2 2025 Added 0.94%
$0
$4.94 Billion 3.44% of portfolio
86,856
Q2 2025 Added 0.77%
$0
$4.37 Billion 3.04% of portfolio
191,816
Q2 2025 Added 14.95%
$456B
$4.04 Billion 2.81% of portfolio
25,595
Q2 2025 Added 0.92%
$1.78T
$3.4 Billion 2.37% of portfolio
4,610
Q2 2025 Added 1.97%
$1.21T
$3.21 Billion 2.24% of portfolio
18,234
Q2 2025 Added 3.99%
$0
$2.96 Billion 2.06% of portfolio
75,905
Q2 2025 Reduced 4.03%
$210B
$2.63 Billion 1.83% of portfolio
8,920
Q2 2025 Reduced 1.41%
Pimco ETF Tr
-
$2.61 Billion 1.82% of portfolio
-
Q2 2025 Added 26.2%
$203B
$2.44 Billion 1.7% of portfolio
84,190
Q2 2025 Reduced 0.19%
$0
$2.35 Billion 1.64% of portfolio
4,261
Q2 2025 Added 3.32%
$2.26T
$2.23 Billion 1.55% of portfolio
10,151
Q2 2025 Added 0.09%
$0
$2.15 Billion 1.5% of portfolio
46,198
Q2 2025 Reduced 0.06%
J P Morgan Exchange Traded F
-
$2.15 Billion 1.5% of portfolio
-
Q2 2025 New
$254B
$2.16 Billion 1.5% of portfolio
3,053
Q2 2025 Added 0.03%
$684B
$2.05 Billion 1.42% of portfolio
9,368
Q2 2025 Reduced 1.64%
$0
$1.96 Billion 1.36% of portfolio
19,055
Q2 2025 Added 2.89%
$859B
$1.74 Billion 1.21% of portfolio
6,009
Q2 2025 Added 6.5%
$0
$1.73 Billion 1.2% of portfolio
106,353
Q2 2025 Added 2.03%
Brookfield Renewable Corp
-
$1.62 Billion 1.13% of portfolio
-
Q2 2025 Reduced 9.31%
$0
$1.6 Billion 1.12% of portfolio
29,107
Q2 2025 Added 6.58%
$0
$1.58 Billion 1.1% of portfolio
41,517
Q2 2025 Added 1.2%
$4.64B
$1.58 Billion 1.1% of portfolio
50,197
Q2 2025 Added 5.58%
$1.24T
$1.54 Billion 1.07% of portfolio
8,686
Q2 2025 Reduced 2.71%
$182B
$1.5 Billion 1.05% of portfolio
34,771
Q2 2025 Reduced 0.52%
$551B
$1.29 Billion 0.9% of portfolio
3,638
Q2 2025 Added 9.48%
$0
$1.27 Billion 0.88% of portfolio
2,050
Q2 2025 Added 1.38%
$452B
$1.24 Billion 0.86% of portfolio
8,094
Q2 2025 Added 14.81%
$0
$1.24 Billion 0.86% of portfolio
19,705
Q2 2025 Added 0.45%
$0
$1.21 Billion 0.84% of portfolio
109,406
Q2 2025 Reduced 0.18%
$0
$1.19 Billion 0.83% of portfolio
106,141
Q2 2025 Added 3.75%
$123B
$1.17 Billion 0.82% of portfolio
7,833
Q2 2025 Reduced 4.21%
$621B
$1.17 Billion 0.82% of portfolio
2,415
Q2 2025 Added 16.78%
$173B
$1.15 Billion 0.8% of portfolio
7,249
Q2 2025 Added 0.68%
$0
$1.11 Billion 0.77% of portfolio
32,623
Q2 2025 Added 0.18%
$3.68B
$1.03 Billion 0.72% of portfolio
2,559
Q2 2025 Added 8.02%
$0
$1.02 Billion 0.71% of portfolio
16,553
Q2 2025 Added 2.76%
$0
$1.01 Billion 0.7% of portfolio
67,447
Q2 2025 Reduced 0.17%
$232B
$1 Billion 0.7% of portfolio
3,672
Q2 2025 Added 5.25%
$43.5B
$961 Million 0.67% of portfolio
10,706
Q2 2025 Reduced 0.42%
$0
$945 Million 0.66% of portfolio
42,774
Q1 2025 Reduced 0.08%
$102B
$931 Million 0.65% of portfolio
10,139
Q2 2025 Added 0.02%
$0
$915 Million 0.64% of portfolio
173,024
Q2 2025 Reduced 0.21%
$293B
$916 Million 0.64% of portfolio
13,201
Q2 2025 Added 3.91%
$0
$913 Million 0.64% of portfolio
9,730
Q2 2025 Added 6.63%
$127B
$880 Million 0.61% of portfolio
3,193
Q2 2025 Reduced 7.53%
$306B
$868 Million 0.6% of portfolio
12,266
Q2 2025 Added 12.8%
$0
$839 Million 0.58% of portfolio
19,694
Q2 2025 Added 1.67%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $144 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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