Investment Partners Asset Management, Inc. Purchases in Q4 2024

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
62.5K
New
N/A
62.5K $1.62B
Brookfield Renewable Corp
49.6K
New
N/A
49.6K $1.37B
GOOGL
Alphabet Inc.

Communication Services
512
+ 3.05%
$161.86 - $196.66 $82.9K - $101K
17.3K $3.27B
AMZN
Amazon Com Inc

Consumer Cyclical
12
+ 0.13%
$180.88 - $232.93 $2.17K - $2.8K
9.22K $2.02B
Lam Research Corp
4.15K
New
N/A
4.15K $300M
JPM
Jpmorgan Chase & CO

Financial Services
572
+ 11.52%
$205.18 - $250.29 $117K - $143K
5.54K $1.33B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
720
New
$260.53 - $404.79 $188K - $291K
720 $275M
V
Visa Inc.

Financial Services
363
+ 12.18%
$273.87 - $320.91 $99.4K - $116K
3.34K $1.06B
LQDW
Ishares Tr Invt Grade Corporat
8.55K
New
N/A
8.55K $225M
FISV
Fiserv Inc

Technology
1.07K
New
N/A
1.07K $219M
KMI
Kinder Morgan, Inc.

Energy
1.12K
+ 3.36%
$22.59 - $28.54 $25.4K - $32.1K
34.5K $946M
Ge Vernova Inc
631
New
N/A
631 $208M
HON
Honeywell International Inc

Industrials
917
New
$202.84 - $236.0 $186K - $216K
917 $207M
Ishares Tr
8.12K
New
N/A
8.12K $205M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
375
New
$521.84 - $558.82 $196K - $210K
375 $202M
Tidal Tr Ii
11.2K
New
N/A
11.2K $189M
Chimera Invt Corp
13.1K
New
N/A
13.1K $183M
RYLG
Global X Fds Russell 2000 Cove
8.83K
+ 88.86%
N/A
18.8K $423M
ORCL
Oracle Corp

Technology
1.14K
+ 15.13%
$165.41 - $192.43 $189K - $220K
8.7K $1.45B
Amplify ETF Tr
1.58K
+ 34.0%
N/A
6.21K $462M
Ishares Bitcoin Trust ETF
690
+ 11.14%
N/A
6.88K $365M
CVX
Chevron Corp

Energy
805
+ 33.35%
$141.15 - $162.53 $114K - $131K
3.22K $466M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.84K
+ 2.44%
$40.86 - $43.42 $75.3K - $80K
77.5K $3.25B
GBIL
Goldman Sachs Access Treasury

ETFs
961
+ 35.42%
$99.85 - $100.22 $96K - $96.3K
3.67K $367M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.01%
$52.45 - $60.02 $105 - $120
14.8K $877M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.02K
+ 5.59%
$29.25 - $33.27 $30K - $34.1K
19.3K $625M
PFFV
Global X Variable Rate Preferr

Technology
6.74K
+ 4.42%
$23.57 - $24.48 $159K - $165K
159K $3.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 6.77%
$567.81 - $607.81 $62.5K - $66.9K
1.74K $1.02B
PG
Procter & Gamble CO

Consumer Defensive
485
+ 21.57%
$161.05 - $179.7 $78.1K - $87.2K
2.73K $458M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.82K
+ 2.78%
$15.9 - $17.05 $44.8K - $48K
104K $1.73B
CB
Chubb LTD

Financial Services
210
+ 25.89%
$271.57 - $301.89 $57K - $63.4K
1.02K $282M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
4.57K
+ 11.78%
$33.43 - $36.52 $153K - $167K
43.3K $1.46B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
581
+ 3.47%
$100.24 - $101.35 $58.2K - $58.9K
17.3K $1.74B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.49K
+ 5.12%
$56.06 - $61.35 $83.5K - $91.4K
30.6K $1.73B
ITA
Ishares Tr

ETFs
370
+ 13.9%
$144.31 - $157.31 $53.4K - $58.2K
3.03K $441M
IBM
International Business Machines Corp

Technology
221
+ 2.49%
$204.9 - $238.04 $45.3K - $52.6K
9.09K $2B
PANW
Palo Alto Networks Inc

Technology
1.43K
+ 101.13%
$181.96 - $405.9 $260K - $580K
2.84K $517M
DGRO
Ishares Core Dividend Growth E

ETFs
730
+ 8.0%
$60.73 - $64.94 $44.3K - $47.4K
9.85K $604M
ACN
Accenture PLC

Technology
85
+ 5.2%
$343.9 - $376.86 $29.2K - $32K
1.72K $605M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
394
+ 2.7%
$60.51 - $65.57 $23.8K - $25.8K
15K $913M
AMD
Advanced Micro Devices Inc

Technology
1.16K
+ 39.88%
$118.88 - $172.8 $138K - $201K
4.08K $493M
ZYXI
Zynex Inc

Healthcare
1.22K
+ 10.41%
$7.51 - $9.3 $9.16K - $11.3K
12.9K $104M
SYK
Stryker Corp

Healthcare
15
+ 2.13%
$345.14 - $392.15 $5.18K - $5.88K
720 $259M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.5%
$417.69 - $450.94 $2.09K - $2.25K
1K $426M
ADBE
Adobe Inc.

Technology
108
+ 17.79%
$437.39 - $552.96 $47.2K - $59.7K
715 $318M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.77K
+ 8.74%
$28.89 - $31.63 $79.9K - $87.5K
34.4K $1B
IWM
Ishares Russell 2000 ETF

ETFs
13
+ 0.38%
$216.13 - $242.4 $2.81K - $3.15K
3.45K $762M
PEP
Pepsico Inc

Consumer Defensive
431
+ 12.15%
$151.29 - $176.1 $65.2K - $75.9K
3.98K $605M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
70
+ 0.44%
$33.7 - $37.69 $2.36K - $2.64K
16K $550M
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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