Investment Partners Asset Management, Inc. Portfolio Holdings by Sector
Investment Partners Asset Management, Inc.
- $144 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JEPI XYLD QQQ JPHY QYLD STIP BIZD COWZ 51 stocks |
$46.5 Million
36.89% of portfolio
|
26
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW ADBE FTNT 5 stocks |
$10 Million
7.93% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AGD GSBD BX IGR UTF BXSL BXMX ISD 16 stocks |
$8.68 Million
6.88% of portfolio
|
4
|
10
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$8.16 Million
6.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.37 Million
5.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM AVGO MU ADI 5 stocks |
$7.11 Million
5.63% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$3.94 Million
3.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$3.44 Million
2.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK BMY ABBV LLY 5 stocks |
$2.92 Million
2.32% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$2.83 Million
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR CRM UBER SHOP 4 stocks |
$2.6 Million
2.07% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$2.44 Million
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.74 Million
1.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK D 3 stocks |
$1.69 Million
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1.55 Million
1.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.34 Million
1.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$1.29 Million
1.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB 2 stocks |
$1.2 Million
0.95% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.17 Million
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM SAND 2 stocks |
$1.14 Million
0.91% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB WRB 2 stocks |
$1.01 Million
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE GNRC 2 stocks |
$1.01 Million
0.8% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$915,883
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$907,657
0.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$830,308
0.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$603,230
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$531,322
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$480,866
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$393,668
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$374,374
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$354,484
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM 1 stocks |
$282,140
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CNX 1 stocks |
$231,247
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$213,551
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$212,397
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$208,126
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$206,472
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$206,348
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|