Investment Partners Asset Management, Inc. Purchases in Q4 2024

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
101
+ 0.23%
$24.46 - $26.62 $2.47K - $2.69K
44.2K $1.11B
SAND
Sandstorm Gold LTD

Basic Materials
1K
+ 4.77%
$5.36 - $6.48 $5.36K - $6.48K
22K $123M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
210
+ 7.19%
$89.81 - $104.0 $18.9K - $21.8K
3.13K $282M
MSFT
Microsoft Corp

Technology
245
+ 1.96%
$406.35 - $454.46 $99.6K - $111K
12.7K $5.37B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
137
+ 1.49%
$88.59 - $94.57 $12.1K - $13K
9.31K $827M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.05%
$442.29 - $483.08 $442 - $483
1.92K $870M
HDV
Ishares Core High Dividend ETF

ETFs
146
+ 2.64%
$110.82 - $121.28 $16.2K - $17.7K
5.68K $637M
KO
Coca Cola CO

Consumer Defensive
792
+ 11.39%
$61.74 - $71.71 $48.9K - $56.8K
7.75K $482M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.53%
$288.47 - $316.54 $2.31K - $2.53K
1.51K $437M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
12.1K
+ 11.77%
$12.1 - $13.76 $146K - $166K
115K $1.39B
JPHY
Jp Morgan High Yield Research

ETFs
107
+ 0.23%
N/A
46.8K $2.15B
Gsk PLC
1.24K
+ 7.99%
N/A
16.8K $568M
MRK
Merck & Co., Inc.

Healthcare
716
+ 6.46%
$96.31 - $114.76 $69K - $82.2K
11.8K $1.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.33K
+ 1.58%
$57.53 - $60.83 $76.2K - $80.6K
85.1K $4.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.1K
+ 96.87%
$18.41 - $40.87 $388K - $861K
42.8K $792M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.2K
+ 161.68%
$26.93 - $84.95 $355K - $1.12M
21.3K $583M
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 42 Reductions 42 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