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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
605
+ 6.63%
$85.42 - $94.39 $51.7K - $57.1K
9.73K $913M
Calamos ETF Tr
1.26K
+ 6.31%
N/A
21.2K $545M
QCOM
Qualcomm Inc

Technology
49
+ 0.68%
$124.66 - $159.48 $6.11K - $7.81K
7.25K $1.15B
IVW
Ishares S&P 500 Growth ETF

ETFs
20
+ 0.78%
$82.96 - $110.1 $1.66K - $2.2K
2.57K $283M
DGRO
Ishares Core Dividend Growth E

ETFs
348
+ 3.18%
$55.22 - $63.94 $19.2K - $22.3K
11.3K $721M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
536
+ 2.89%
$102.02 - $103.5 $54.7K - $55.5K
19.1K $1.96B
XLF
Financial Sector Spdr

ETFs
94
+ 0.65%
$43.92 - $52.37 $4.13K - $4.92K
14.6K $767M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
638
+ 4.96%
$50.36 - $50.68 $32.1K - $32.3K
13.5K $684M
Tidal Tr Ii
1.58K
+ 5.87%
N/A
28.5K $434M
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
200
+ 0.75%
$12.11 - $16.82 $2.42K - $3.36K
26.7K $414M
SHV
Ishares Tr

ETFs
260
+ 3.71%
$110.06 - $110.46 $28.6K - $28.7K
7.28K $803M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
444
+ 2.76%
$55.57 - $62.73 $24.7K - $27.9K
16.6K $1.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
93
+ 2.75%
$90.56 - $109.49 $8.42K - $10.2K
3.48K $380M
PG
Procter & Gamble CO

Consumer Defensive
300
+ 11.04%
$157.66 - $172.39 $47.3K - $51.7K
3.02K $481M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
125
+ 3.99%
$69.8 - $85.28 $8.73K - $10.7K
3.26K $270M
LLY
Eli Lilly & CO

Healthcare
39
+ 11.3%
$713.71 - $898.95 $27.8K - $35.1K
384 $299M
JEPI
J P Morgan Exchange Traded Fd

ETFs
666
+ 0.77%
$51.14 - $57.0 $34.1K - $38K
86.9K $4.94B
WSM
Williams Sonoma Inc

Consumer Cyclical
10
+ 0.58%
$137.62 - $174.44 $1.38K - $1.74K
1.73K $282M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
685
+ 1.96%
$12.41 - $14.27 $8.5K - $9.77K
35.7K $506M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
3.84K
+ 3.75%
$9.85 - $11.67 $37.8K - $44.8K
106K $1.19B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
115
+ 0.67%
$28.02 - $32.37 $3.22K - $3.72K
17.2K $547M
SO
Southern CO

Utilities
2
+ 0.02%
$84.91 - $92.56 $170 - $185
10.1K $931M
CVX
Chevron Corp

Energy
150
+ 10.51%
$133.73 - $168.51 $20.1K - $25.3K
1.58K $226M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.12K
+ 2.03%
$13.96 - $16.51 $29.5K - $34.9K
106K $1.73B
MCD
Mcdonalds Corp

Consumer Cyclical
45
+ 2.98%
$285.55 - $321.23 $12.8K - $14.5K
1.55K $454M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
194
+ 0.9%
$24.32 - $27.87 $4.72K - $5.41K
21.8K $579M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
28
+ 3.23%
$225.56 - $335.19 $6.32K - $9.39K
894 $212M
XOM
Exxon Mobil Corp

Energy
180
+ 3.32%
$99.93 - $119.04 $18K - $21.4K
5.61K $604M
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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