Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $122 Billion
  • Q3 2024

Investment Partners Asset Management, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.56B, Microsoft Corp with a value of $5.38B, J P Morgan Exchange Traded Fd with a value of $4.99B, Global X Variable Rate Preferr with a value of $3.66B, and Global X Fds S&P 500 Covered C with a value of $3.14B.

Examining the 13F form we can see an increase of $9.84B in the current position value, from $112B to 122B.

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 $122 Billion
ETFs: $44.3 Billion
Technology: $27.4 Billion
Financial Services: $14.5 Billion
Communication Services: $10.9 Billion
Healthcare: $4.44 Billion
Consumer Cyclical: $3.64 Billion
Utilities: $3.2 Billion
Consumer Defensive: $2.7 Billion
Other: $4.5 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$1.87 Billion 1.53% of portfolio
85,128
Q3 2024 Reduced 0.75%
$168B
$1.62 Billion 1.33% of portfolio
36,011
Q3 2024 Added 0.31%
$193B
$1.51 Billion 1.24% of portfolio
3,045
Q3 2024 Reduced 0.49%
$121B
$1.34 Billion 1.09% of portfolio
8,720
Q3 2024 Reduced 2.93%
$172B
$1.02 Billion 0.84% of portfolio
6,026
Q3 2024 Added 7.13%
$90.2B
$937 Million 0.77% of portfolio
10,395
Q3 2024 Added 2.42%
$60.4B
$738 Million 0.6% of portfolio
33,406
Q3 2024 Reduced 1.09%
$25.8B
$660 Million 0.54% of portfolio
10,803
Q3 2024 Added 5.15%
$89.4B
$616 Million 0.5% of portfolio
3,570
Q3 2024 Added 886.19%
$98B
$557 Million 0.46% of portfolio
5,371
Q2 2024 Reduced 0.26%
$122B
$565 Million 0.46% of portfolio
2,041
Q3 2024 Added 1.19%
$184B
$519 Million 0.43% of portfolio
2,752
Q2 2024 Reduced 3.4%
$122B
$491 Million 0.4% of portfolio
9,498
Q2 2024 Reduced 0.53%
$55.9B
$483 Million 0.4% of portfolio
1,414
Q2 2024 Added 14.87%
$86.6B
$476 Million 0.39% of portfolio
232
Q3 2024 Added 3.57%
$83.4B
$482 Million 0.39% of portfolio
4,178
Q4 2023 New
$109B
$427 Million 0.35% of portfolio
1,855
Q3 2024 Reduced 17.74%
$15.6B
$383 Million 0.31% of portfolio
6,750
Q3 2024 Added 50.0%
$65.2B
$344 Million 0.28% of portfolio
7,527
Q2 2024 Reduced 0.99%
$76.6B
$335 Million 0.27% of portfolio
4,319
Q3 2024 Added 8.41%
$31.5B
$276 Million 0.23% of portfolio
1,315
Q2 2024 Added 2.57%
$12.3B
$267 Million 0.22% of portfolio
1,723
Q3 2024 Added 83.1%
$44.7B
$273 Million 0.22% of portfolio
4,729
Q2 2024 Reduced 2.29%
$138B
$255 Million 0.21% of portfolio
705
Q3 2024 Added 7.63%
$113B
$234 Million 0.19% of portfolio
811
Q3 2024 Reduced 0.73%
$39.8B
$202 Million 0.17% of portfolio
1,360
Q3 2024 New
$18.1B
$202 Million 0.17% of portfolio
4,696
Q3 2024 New
$185B
$213 Million 0.17% of portfolio
433
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $122 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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