Investment Partners Asset Management, Inc. Incresed Positions in Q4 2024

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
JPM
Jpmorgan Chase & CO

Financial Services
572
+ 11.52%
$205.18 - $250.29 $117K - $143K
5.54K $1.33B
V
Visa Inc.

Financial Services
363
+ 12.18%
$273.87 - $320.91 $99.4K - $116K
3.34K $1.06B
KMI
Kinder Morgan, Inc.

Energy
1.12K
+ 3.36%
$22.59 - $28.54 $25.4K - $32.1K
34.5K $946M
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
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
SGOL
Abrdn Gold ETF Trust

ETFs
101
+ 0.23%
$24.46 - $26.62 $2.47K - $2.69K
44.2K $1.11B
SAND
Sandstorm Gold LTD

Basic Materials
1K
+ 4.77%
$5.36 - $6.48 $5.36K - $6.48K
22K $123M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
210
+ 7.19%
$89.81 - $104.0 $18.9K - $21.8K
3.13K $282M
MSFT
Microsoft Corp

Technology
245
+ 1.96%
$406.35 - $454.46 $99.6K - $111K
12.7K $5.37B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
137
+ 1.49%
$88.59 - $94.57 $12.1K - $13K
9.31K $827M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.05%
$442.29 - $483.08 $442 - $483
1.92K $870M
HDV
Ishares Core High Dividend ETF

ETFs
146
+ 2.64%
$110.82 - $121.28 $16.2K - $17.7K
5.68K $637M
KO
Coca Cola CO

Consumer Defensive
792
+ 11.39%
$61.74 - $71.71 $48.9K - $56.8K
7.75K $482M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.53%
$288.47 - $316.54 $2.31K - $2.53K
1.51K $437M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
12.1K
+ 11.77%
$12.1 - $13.76 $146K - $166K
115K $1.39B
SCHC
Schwab Strategic Tr Intl Small

ETFs
650
+ 3.81%
$33.93 - $38.37 $22.1K - $24.9K
17.7K $608M
JPHY
Jp Morgan High Yield Research

ETFs
107
+ 0.23%
N/A
46.8K $2.15B
Gsk PLC
1.24K
+ 7.99%
N/A
16.8K $568M
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
Track This Portfolio

Track Investment Partners Asset Management, Inc. Portfolio

Follow Investment Partners Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Partners Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Partners Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email