Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $152 Billion
  • Q3 2025

Investment Partners Asset Management, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.04B, Microsoft Corp with a value of $6.55B, J P Morgan Exchange Traded Fd with a value of $5.01B, Global X Variable Rate Preferr with a value of $4.83B, and Nvidia Corp with a value of $4.64B.

Examining the 13F form we can see an increase of $8.02B in the current position value, from $144B to 152B.

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 $152 Billion
ETFs: $48.2 Billion
Technology: $35.3 Billion
Financial Services: $16.8 Billion
Communication Services: $13.7 Billion
Consumer Cyclical: $4.42 Billion
Healthcare: $4.08 Billion
Consumer Defensive: $3.27 Billion
Energy: $2.35 Billion
Other: $5.11 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.46 Billion 0.96% of portfolio
109,266
Q3 2025 Reduced 0.13%
$0
$975 Million 0.64% of portfolio
95,898
Q3 2025 Reduced 9.65%
$0
$818 Million 0.54% of portfolio
159,051
Q3 2025 Reduced 8.08%
$0
$567 Million 0.37% of portfolio
22,863
Q3 2025 Reduced 0.33%
$0
$534 Million 0.35% of portfolio
37,009
Q3 2025 Reduced 0.56%
$0
$510 Million 0.34% of portfolio
35,500
Q3 2025 Reduced 0.53%
$0
$436 Million 0.29% of portfolio
47,879
Q3 2025 Added 3.91%
$0
$376 Million 0.25% of portfolio
36,923
Q3 2025 Reduced 1.25%
$0
$343 Million 0.23% of portfolio
22,304
Q3 2025 Reduced 16.48%
$0
$305 Million 0.2% of portfolio
10,302
Q3 2025 Reduced 0.78%
$0
$102 Million 0.07% of portfolio
11,184
Q2 2025 Reduced 8.21%
$0
$100 Million 0.07% of portfolio
10,000
Q4 2023 New
$0
$72.3 Million 0.05% of portfolio
12,580
Q2 2025 Reduced 4.6%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $152 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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