Investment Partners Asset Management, Inc. Purchases in Q3 2025

Investment Partners Asset Management, Inc.

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
23.6K
New
N/A
23.6K $1.22B
PFFA
Etfis Ser Tr I

ETFs
25.9K
New
$20.94 - $22.43 $542K - $581K
25.9K $562M
PFFV
Global X Variable Rate Preferr

Technology
17.3K
+ 9.02%
$22.87 - $23.38 $396K - $405K
209K $4.83B
Calamos ETF Tr
13K
New
N/A
13K $346M
LLY
Eli Lilly & CO

Healthcare
420
+ 109.38%
$625.65 - $812.69 $263K - $341K
804 $613M
Pimco ETF Tr
7.06K
+ 7.17%
N/A
105K $2.83B
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.26%
$546.99 - $602.2 $6.02K - $6.62K
4.27K $2.56B
J P Morgan Exchange Traded F
3.25K
New
N/A
3.25K $211M
WDAY
Workday, Inc.

Technology
870
New
$213.69 - $247.69 $186K - $215K
870 $209M
ACWI
Ishares Msci Acwi ETF

ETFs
1.51K
New
$128.32 - $138.41 $193K - $208K
1.51K $208M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.34K
New
$137.12 - $154.36 $183K - $206K
1.34K $205M
QCOM
Qualcomm Inc

Technology
861
+ 11.88%
$145.84 - $173.55 $126K - $149K
8.11K $1.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
302
+ 12.51%
$459.11 - $506.91 $139K - $153K
2.72K $1.37B
ASML
Asml Holding Nv

Technology
31
+ 4.68%
$689.63 - $968.09 $21.4K - $30K
694 $672M
DGRO
Ishares Core Dividend Growth E

ETFs
1.05K
+ 9.31%
$64.12 - $68.08 $67.3K - $71.5K
12.3K $839M
CVX
Chevron Corp

Energy
575
+ 36.46%
$145.57 - $161.83 $83.7K - $93.1K
2.15K $334M
GLD
Spdr Gold Trust

ETFs
8
+ 0.45%
$300.96 - $355.47 $2.41K - $2.84K
1.79K $636M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.62K
+ 9.42%
$31.31 - $34.54 $50.8K - $56K
18.8K $634M
ADBE
Adobe Inc.

Technology
363
+ 28.7%
$333.65 - $392.1 $121K - $142K
1.63K $574M
Gsk PLC
335
+ 2.43%
N/A
14.1K $610M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
4
+ 0.01%
$38.1 - $40.7 $152 - $163
41.5K $1.65B
JEPI
J P Morgan Exchange Traded Fd

ETFs
802
+ 0.92%
$55.61 - $57.37 $44.6K - $46K
87.7K $5.01B
Chimera Invt Corp
5.97K
+ 30.14%
N/A
25.8K $341M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
555
+ 2.91%
$102.4 - $103.88 $56.8K - $57.7K
19.6K $2.03B
XLF
Financial Sector Spdr

ETFs
780
+ 5.33%
$51.37 - $54.25 $40.1K - $42.3K
15.4K $831M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.12K
+ 63.38%
$38.58 - $58.24 $198K - $298K
13.2K $518M
XLI
Industrial Sector Spdr

ETFs
200
+ 14.2%
$147.94 - $154.99 $29.6K - $31K
1.61K $248M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
75
+ 2.61%
$100.63 - $112.27 $7.55K - $8.42K
2.95K $326M
SO
Southern CO

Utilities
3
+ 0.03%
$90.83 - $96.0 $272 - $288
10.1K $961M
Tidal Trust Ii
8.05K
+ 40.35%
N/A
28K $153M
XLV
Select Sector Spdr Fund Health

ETFs
70
+ 1.81%
$129.01 - $139.72 $9.03K - $9.78K
3.94K $548M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.8K
+ 3.91%
$8.7 - $9.11 $15.7K - $16.4K
47.9K $436M
GBIL
Goldman Sachs Access Treasury

ETFs
250
+ 4.76%
$99.82 - $100.23 $25K - $25.1K
5.5K $552M
Tidal Trust Ii
700
+ 2.46%
N/A
29.2K $458M
UBER
Uber Technologies, Inc

Technology
20
+ 0.52%
$86.91 - $99.57 $1.74K - $1.99K
3.87K $379M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.26%
$291.67 - $316.99 $1.17K - $1.27K
1.56K $473M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65
+ 0.3%
$26.38 - $27.95 $1.71K - $1.82K
21.9K $598M
Calamos ETF Tr
86
+ 0.66%
N/A
13.2K $351M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$66.2 - $71.79 $66.2 - $71.8
13.2K $903M
FTNT
Fortinet, Inc.

Technology
877
+ 20.87%
$74.39 - $107.65 $65.2K - $94.4K
5.08K $427M
KMI
Kinder Morgan, Inc.

Energy
19
+ 0.07%
$26.23 - $28.5 $498 - $542
26.4K $747M
Tidal Trust Ii
500
+ 1.37%
N/A
37K $474M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.24%
$65.67 - $71.67 $1.97K - $2.15K
12.3K $815M
IBM
International Business Machines Corp

Technology
126
+ 1.41%
$234.77 - $292.47 $29.6K - $36.9K
9.05K $2.55B
CRM
Salesforce, Inc.

Technology
148
+ 4.03%
$231.66 - $273.65 $34.3K - $40.5K
3.82K $905M
ACN
Accenture PLC

Technology
75
+ 2.75%
$232.56 - $304.78 $17.4K - $22.9K
2.8K $691M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
283
+ 0.27%
$14.94 - $16.82 $4.23K - $4.76K
107K $1.59B
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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