Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q4 2024

Investment Partners Asset Management, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.18B, Microsoft Corp with a value of $5.37B, J P Morgan Exchange Traded Fd with a value of $4.9B, Global X Variable Rate Preferr with a value of $3.75B, and Alphabet Inc. with a value of $3.27B.

Examining the 13F form we can see an increase of $5.36B in the current position value, from $122B to 127B.

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 $127 Billion
ETFs: $43.6 Billion
Technology: $29.1 Billion
Financial Services: $14.8 Billion
Communication Services: $11.3 Billion
Consumer Cyclical: $4.25 Billion
Healthcare: $3.78 Billion
Consumer Defensive: $2.79 Billion
Energy: $2.7 Billion
Other: $3.79 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$1.94 Billion 1.52% of portfolio
85,128
Q3 2024 Reduced 0.75%
$126B
$1.42 Billion 1.11% of portfolio
8,237
Q4 2024 Reduced 5.54%
$165B
$1.41 Billion 1.11% of portfolio
35,370
Q4 2024 Reduced 1.78%
$61.8B
$946 Million 0.74% of portfolio
34,530
Q4 2024 Added 3.36%
$194B
$911 Million 0.71% of portfolio
5,928
Q4 2024 Reduced 1.63%
$91.4B
$845 Million 0.66% of portfolio
10,270
Q4 2024 Reduced 1.2%
$89.6B
$825 Million 0.65% of portfolio
3,560
Q4 2024 Reduced 0.28%
$28.2B
$604 Million 0.47% of portfolio
10,738
Q4 2024 Reduced 0.6%
$126B
$586 Million 0.46% of portfolio
2,001
Q4 2024 Reduced 1.96%
$125B
$537 Million 0.42% of portfolio
9,498
Q2 2024 Reduced 0.53%
$55.2B
$517 Million 0.41% of portfolio
2,844
Q4 2024 Added 101.13%
$187B
$493 Million 0.39% of portfolio
4,083
Q4 2024 Added 39.88%
$86.2B
$450 Million 0.35% of portfolio
4,178
Q4 2023 New
$99.2B
$452 Million 0.35% of portfolio
5,371
Q2 2024 Reduced 0.26%
$67.5B
$407 Million 0.32% of portfolio
7,527
Q2 2024 Reduced 0.99%
$109B
$394 Million 0.31% of portfolio
1,855
Q3 2024 Reduced 17.74%
$79.5B
$398 Million 0.31% of portfolio
4,217
Q4 2024 Reduced 2.36%
$96.8B
$395 Million 0.31% of portfolio
232
Q3 2024 Added 3.57%
$188B
$333 Million 0.26% of portfolio
67
Q3 2024 Added 1.52%
$14.1B
$319 Million 0.25% of portfolio
1,720
Q4 2024 Reduced 0.17%
$113B
$282 Million 0.22% of portfolio
1,021
Q4 2024 Added 25.89%
$32.8B
$276 Million 0.22% of portfolio
1,315
Q2 2024 Added 2.57%
$50.7B
$275 Million 0.22% of portfolio
720
Q4 2024 New
$148B
$259 Million 0.2% of portfolio
720
Q4 2024 Added 2.13%
$46.3B
$255 Million 0.2% of portfolio
4,729
Q2 2024 Reduced 2.29%
$20.3B
$237 Million 0.19% of portfolio
4,696
Q3 2024 New
$79.5B
$219 Million 0.17% of portfolio
1,067
Q4 2024 New
$150B
$207 Million 0.16% of portfolio
917
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $127 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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