Investment Partners Asset Management, Inc. Purchases in Q2 2025

Investment Partners Asset Management, Inc.

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
46.2K
New
N/A
46.2K $2.15B
MSFT
Microsoft Corp

Technology
119
+ 0.94%
$354.56 - $497.45 $42.2K - $59.2K
12.7K $6.32B
NVDA
Nvidia Corp

Technology
233
+ 0.92%
$94.31 - $157.99 $22K - $36.8K
25.6K $4.04B
META
Meta Platforms, Inc.

Communication Services
89
+ 1.97%
$484.66 - $738.09 $43.1K - $65.7K
4.61K $3.4B
Tortoise Capital Series Trus
17.3K
New
N/A
17.3K $618M
Pimco ETF Tr
20.4K
+ 26.2%
N/A
98.4K $2.61B
GOOGL
Alphabet Inc.

Communication Services
700
+ 3.99%
$144.7 - $178.6 $101K - $125K
18.2K $3.21B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.03%
$462.22 - $707.75 $462 - $708
3.05K $2.16B
PFFV
Global X Variable Rate Preferr

Technology
25K
+ 14.95%
$22.41 - $23.43 $559K - $585K
192K $4.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
137
+ 3.32%
$416.06 - $551.64 $57K - $75.6K
4.26K $2.35B
MSTR
Microstrategy Inc

Technology
190
+ 8.02%
$237.95 - $421.61 $45.2K - $80.1K
2.56K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
9
+ 0.09%
$167.32 - $223.3 $1.51K - $2.01K
10.2K $2.23B
CG
Carlyle Group Inc.

Financial Services
4.53K
New
$34.78 - $51.4 $157K - $233K
4.53K $233M
HON
Honeywell International Inc

Industrials
917
New
$182.86 - $232.88 $168K - $214K
917 $214M
SHOP
Shopify Inc.

Technology
1.82K
New
$76.89 - $115.35 $140K - $210K
1.82K $210M
ISRG
Intuitive Surgical Inc

Healthcare
383
New
$451.58 - $565.94 $173K - $217K
383 $208M
XLI
Industrial Sector Spdr

ETFs
1.41K
New
$116.42 - $147.52 $164K - $208K
1.41K $208M
RTX
Raytheon Technologies Corp

Industrials
1.41K
New
$113.75 - $148.48 $161K - $210K
1.41K $206M
GNRC
Generac Holdings Inc.

Industrials
1.44K
New
$101.92 - $143.21 $147K - $206K
1.44K $206M
DIS
Walt Disney CO

Communication Services
1.66K
New
$81.72 - $124.01 $136K - $206K
1.66K $206M
Ishares Bitcoin Trust ETF
1.39K
+ 20.12%
N/A
8.27K $506M
SGOL
Abrdn Gold ETF Trust

ETFs
2.66K
+ 5.58%
$28.39 - $32.75 $75.4K - $87K
50.2K $1.58B
Tidal Tr Ii
11.1K
+ 43.56%
N/A
36.5K $502M
ACN
Accenture PLC

Technology
602
+ 28.33%
$279.23 - $323.21 $168K - $195K
2.73K $815M
SCHC
Schwab Strategic Tr Intl Small

ETFs
324
+ 1.67%
$32.41 - $42.59 $10.5K - $13.8K
19.7K $839M
PANW
Palo Alto Networks Inc

Technology
150
+ 4.62%
$152.44 - $204.64 $22.9K - $30.7K
3.4K $695M
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 1.38%
$496.48 - $617.85 $13.9K - $17.3K
2.05K $1.27B
GBIL
Goldman Sachs Access Treasury

ETFs
1.35K
+ 34.59%
$99.83 - $100.19 $135K - $135K
5.25K $526M
CSCO
Cisco Systems, Inc.

Technology
497
+ 3.91%
$53.19 - $69.38 $26.4K - $34.5K
13.2K $916M
V
Visa Inc.

Financial Services
315
+ 9.48%
$308.27 - $373.31 $97.1K - $118K
3.64K $1.29B
Tidal Tr Ii
20K
New
N/A
20K $126M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.8K
+ 6.58%
$47.46 - $55.3 $85.2K - $99.3K
29.1K $1.6B
WMT
Walmart Inc.

Consumer Defensive
503
+ 9.94%
$81.79 - $99.98 $41.1K - $50.3K
5.56K $544M
EEMV
Ishares Msci Emerging Markets

ETFs
89
+ 0.45%
$54.12 - $62.8 $4.82K - $5.59K
19.7K $1.24B
Chimera Invt Corp
5.38K
+ 37.24%
N/A
19.8K $275M
KO
Coca Cola CO

Consumer Defensive
1.39K
+ 12.8%
$68.37 - $73.9 $95.2K - $103K
12.3K $868M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
59
+ 0.18%
$27.79 - $34.16 $1.64K - $2.02K
32.6K $1.11B
ADBE
Adobe Inc.

Technology
204
+ 19.23%
$340.0 - $420.68 $69.4K - $85.8K
1.27K $489M
UBER
Uber Technologies, Inc

Technology
10
+ 0.26%
$64.62 - $93.3 $646 - $933
3.85K $359M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
681
+ 31.05%
$83.8 - $101.39 $57.1K - $69K
2.87K $291M
VEEV
Veeva Systems Inc

Healthcare
5
+ 0.39%
$209.39 - $289.94 $1.05K - $1.45K
1.3K $374M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
347
+ 16.78%
$483.48 - $539.8 $168K - $187K
2.42K $1.17B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
415
+ 5.41%
$45.98 - $56.15 $19.1K - $23.3K
8.08K $454M
JNJ
Johnson & Johnson

Healthcare
1.04K
+ 14.81%
$146.36 - $159.82 $153K - $167K
8.09K $1.24B
CB
Chubb LTD

Financial Services
290
+ 19.35%
$274.32 - $302.46 $79.6K - $87.7K
1.79K $518M
CRM
Salesforce, Inc.

Technology
183
+ 5.25%
$236.26 - $291.15 $43.2K - $53.3K
3.67K $1B
Calamos ETF Tr
1.67K
+ 14.59%
N/A
13.1K $342M
WMB
Williams Companies, Inc.

Energy
675
+ 11.21%
$54.33 - $62.87 $36.7K - $42.4K
6.7K $421M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
492
+ 1.2%
$32.99 - $38.56 $16.2K - $19K
41.5K $1.58B
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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