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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$9.04 Billion 5.96% of portfolio
35,507
Q3 2025 Reduced 1.22%
$3.86T
$6.55 Billion 4.32% of portfolio
12,652
Q3 2025 Reduced 0.49%
$0
$5.01 Billion 3.3% of portfolio
87,658
Q3 2025 Added 0.92%
$0
$4.83 Billion 3.19% of portfolio
209,121
Q3 2025 Added 9.02%
$451B
$4.64 Billion 3.06% of portfolio
24,883
Q3 2025 Reduced 2.78%
$1.5T
$4.39 Billion 2.89% of portfolio
18,067
Q3 2025 Reduced 0.92%
$1.65T
$3.31 Billion 2.18% of portfolio
4,508
Q3 2025 Reduced 2.21%
$0
$2.94 Billion 1.94% of portfolio
74,807
Q3 2025 Reduced 1.45%
Pimco ETF Tr
-
$2.83 Billion 1.86% of portfolio
-
Q3 2025 Added 7.17%
$0
$2.56 Billion 1.69% of portfolio
4,272
Q3 2025 Added 0.26%
$253B
$2.55 Billion 1.68% of portfolio
9,046
Q3 2025 Added 1.41%
$259B
$2.42 Billion 1.59% of portfolio
3,037
Q3 2025 Reduced 0.52%
$742B
$2.39 Billion 1.58% of portfolio
8,507
Q3 2025 Reduced 9.19%
$186B
$2.36 Billion 1.55% of portfolio
83,468
Q3 2025 Reduced 0.86%
$2.26T
$2.2 Billion 1.45% of portfolio
10,025
Q3 2025 Reduced 1.24%
$0
$2.14 Billion 1.41% of portfolio
45,500
Q3 2025 Reduced 1.51%
$1.53T
$2.08 Billion 1.37% of portfolio
8,553
Q3 2025 Reduced 1.53%
$0
$2.03 Billion 1.34% of portfolio
19,610
Q3 2025 Added 2.91%
$871B
$1.87 Billion 1.23% of portfolio
5,917
Q3 2025 Reduced 1.53%
$5.68B
$1.82 Billion 1.2% of portfolio
49,545
Q3 2025 Reduced 1.3%
$0
$1.65 Billion 1.08% of portfolio
41,521
Q3 2025 Added 0.01%
Brookfield Renewable Corp
-
$1.59 Billion 1.05% of portfolio
-
Q3 2025 Reduced 6.55%
$0
$1.59 Billion 1.05% of portfolio
106,636
Q3 2025 Added 0.27%
$0
$1.55 Billion 1.02% of portfolio
26,905
Q3 2025 Reduced 7.57%
$169B
$1.53 Billion 1.01% of portfolio
34,709
Q3 2025 Reduced 0.18%
$502B
$1.47 Billion 0.97% of portfolio
7,907
Q3 2025 Reduced 2.31%
$0
$1.46 Billion 0.96% of portfolio
109,266
Q3 2025 Reduced 0.13%
$0
$1.36 Billion 0.9% of portfolio
2,046
Q3 2025 Reduced 0.2%
$646B
$1.37 Billion 0.9% of portfolio
2,717
Q3 2025 Added 12.51%
$190B
$1.35 Billion 0.89% of portfolio
8,110
Q3 2025 Added 11.88%
$114B
$1.33 Billion 0.87% of portfolio
7,769
Q3 2025 Reduced 0.82%
J P Morgan Exchange Traded F
-
$1.22 Billion 0.8% of portfolio
-
Q3 2025 New
$0
$1.2 Billion 0.79% of portfolio
18,878
Q3 2025 Reduced 4.2%
$43.3B
$1.18 Billion 0.78% of portfolio
10,543
Q3 2025 Reduced 1.52%
$568B
$1.14 Billion 0.75% of portfolio
3,335
Q3 2025 Reduced 8.33%
$0
$1.1 Billion 0.73% of portfolio
30,284
Q3 2025 Reduced 7.17%
$0
$997 Million 0.66% of portfolio
66,258
Q3 2025 Reduced 1.76%
$139B
$988 Million 0.65% of portfolio
2,995
Q3 2025 Reduced 6.2%
$0
$974 Million 0.64% of portfolio
15,319
Q3 2025 Reduced 7.45%
$0
$975 Million 0.64% of portfolio
95,898
Q3 2025 Reduced 9.65%
$106B
$961 Million 0.63% of portfolio
10,142
Q3 2025 Added 0.03%
$290B
$903 Million 0.6% of portfolio
13,202
Q3 2025 Added 0.01%
$263B
$905 Million 0.6% of portfolio
3,820
Q3 2025 Added 4.03%
$335B
$902 Million 0.59% of portfolio
2,998
Q3 2025 Reduced 3.69%
$0
$892 Million 0.59% of portfolio
3,685
Q3 2025 Reduced 0.51%
$0
$880 Million 0.58% of portfolio
19,334
Q3 2025 Reduced 1.83%
$0
$839 Million 0.55% of portfolio
12,329
Q3 2025 Added 9.31%
$0
$831 Million 0.55% of portfolio
15,417
Q3 2025 Added 5.33%
$2.77B
$825 Million 0.54% of portfolio
2,559
Q2 2025 Added 8.02%

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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