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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$8.56 Billion 7.02% of portfolio
36,757
Q3 2024 Reduced 0.15%
$3.25T
$5.38 Billion 4.41% of portfolio
12,500
Q3 2024 Reduced 1.05%
$0
$4.99 Billion 4.09% of portfolio
83,823
Q3 2024 Added 4.18%
$0
$3.66 Billion 3.0% of portfolio
152,293
Q3 2024 Added 5.06%
$0
$3.14 Billion 2.57% of portfolio
75,673
Q3 2024 Added 0.96%
$336B
$2.95 Billion 2.41% of portfolio
24,268
Q3 2024 Added 1.44%
$1.14T
$2.78 Billion 2.28% of portfolio
16,781
Q3 2024 Added 0.67%
$1.32T
$2.56 Billion 2.1% of portfolio
4,468
Q3 2024 Added 6.51%
$0
$2.3 Billion 1.89% of portfolio
127,766
Q3 2024 Added 1.34%
$0
$2.21 Billion 1.81% of portfolio
46,652
Q1 2024 Reduced 3.85%
$200B
$1.96 Billion 1.61% of portfolio
8,871
Q3 2024 Added 2.39%
$162B
$1.87 Billion 1.53% of portfolio
85,128
Q3 2024 Reduced 0.75%
$2.29T
$1.72 Billion 1.41% of portfolio
9,212
Q3 2024 Added 1.28%
$0
$1.7 Billion 1.39% of portfolio
16,756
Q3 2024 Added 3.03%
$0
$1.68 Billion 1.38% of portfolio
29,093
Q3 2024 Added 2.82%
$0
$1.68 Billion 1.37% of portfolio
101,222
Q3 2024 Reduced 0.21%
$0
$1.58 Billion 1.3% of portfolio
3,240
Q3 2024 Added 1.38%
$193B
$1.51 Billion 1.24% of portfolio
3,045
Q3 2024 Reduced 0.49%
$4.87B
$1.5 Billion 1.23% of portfolio
46,009
Q3 2024 Reduced 0.04%
$1.17T
$1.48 Billion 1.21% of portfolio
8,850
Q3 2024 Added 1.32%
$0
$1.41 Billion 1.16% of portfolio
102,610
Q3 2024 Added 26.79%
$0
$1.42 Billion 1.16% of portfolio
38,781
Q3 2024 Added 6.12%
$121B
$1.34 Billion 1.09% of portfolio
8,720
Q3 2024 Reduced 2.93%
$457B
$1.29 Billion 1.05% of portfolio
7,555
Q3 2024 Added 0.12%
$0
$1.26 Billion 1.04% of portfolio
192,363
Q3 2024 Reduced 22.9%
$248B
$1.26 Billion 1.03% of portfolio
11,082
Q3 2024 Added 0.05%
$0
$1.25 Billion 1.03% of portfolio
19,987
Q3 2024 Added 0.29%
$378B
$1.19 Billion 0.98% of portfolio
7,372
Q3 2024 Added 5.45%
$0
$1.18 Billion 0.97% of portfolio
111,541
Q3 2024 Reduced 0.13%
$0
$1.12 Billion 0.92% of portfolio
69,583
Q3 2024 Reduced 6.15%
$3.63B
$1.11 Billion 0.91% of portfolio
44,108
Q3 2024 Added 0.37%
$697B
$1.05 Billion 0.86% of portfolio
4,966
Q3 2024 Added 0.2%
$172B
$1.02 Billion 0.84% of portfolio
6,026
Q3 2024 Added 7.13%
$0
$1 Billion 0.82% of portfolio
31,646
Q3 2024 Added 0.93%
$90.2B
$937 Million 0.77% of portfolio
10,395
Q3 2024 Added 2.42%
$344B
$943 Million 0.77% of portfolio
3,446
Q2 2024 Reduced 14.6%
$0
$933 Million 0.76% of portfolio
1,626
Q3 2024 Added 3.9%
$0
$892 Million 0.73% of portfolio
14,618
Q2 2024 Added 1.45%
$0
$894 Million 0.73% of portfolio
21,745
Q3 2024 Added 0.81%
$590B
$883 Million 0.72% of portfolio
1,918
Q3 2024 Reduced 0.52%
$0
$838 Million 0.69% of portfolio
9,172
Q3 2024 Reduced 0.15%
$0
$830 Million 0.68% of portfolio
7,500
Q3 2024 Reduced 2.28%
$519B
$820 Million 0.67% of portfolio
2,981
Q3 2024 Added 7.77%
$240B
$788 Million 0.65% of portfolio
14,805
Q3 2024 Added 2.91%
$0
$759 Million 0.62% of portfolio
3,436
Q3 2024 Reduced 17.2%
$422B
$743 Million 0.61% of portfolio
838
Q3 2024 Added 0.72%
$60.4B
$738 Million 0.6% of portfolio
33,406
Q3 2024 Reduced 1.09%
$0
$710 Million 0.58% of portfolio
7,817
Q4 2023 New
$0
$690 Million 0.57% of portfolio
8,158
Q3 2024 Added 0.02%

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