Investment Partners Asset Management, Inc. Incresed Positions in Q1 2025

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
15.5K
+ 24.8%
N/A
77.9K $2.05B
SGOL
Abrdn Gold ETF Trust

ETFs
3.33K
+ 7.54%
$25.14 - $29.82 $83.8K - $99.4K
47.5K $1.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
938
+ 29.44%
$468.34 - $539.52 $439K - $506K
4.12K $1.93B
KO
Coca Cola CO

Consumer Defensive
3.13K
+ 40.35%
$60.81 - $72.32 $190K - $226K
10.9K $779M
ASML
Asml Holding Nv

Technology
366
+ 119.61%
$662.63 - $776.99 $243K - $284K
672 $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 7.76%
$442.66 - $534.52 $66K - $79.6K
2.07K $1.1B
WPM
Wheaton Precious Metals Corp.

Basic Materials
13
+ 0.12%
$55.75 - $77.63 $725 - $1.01K
10.8K $835M
RYLD
Global X Fds Russell 2000 Cove

ETFs
17.7K
+ 35.42%
$14.93 - $16.85 $264K - $298K
67.6K $1.02B
PEP
Pepsico Inc

Consumer Defensive
1.41K
+ 35.37%
$142.64 - $156.42 $201K - $220K
5.39K $807M
PFFV
Global X Variable Rate Preferr

Technology
7.83K
+ 4.92%
$23.51 - $24.14 $184K - $189K
167K $3.95B
QCOM
Qualcomm Inc

Technology
1.27K
+ 21.46%
$151.94 - $175.86 $193K - $224K
7.2K $1.11B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.18K
+ 6.82%
$100.59 - $103.47 $119K - $122K
18.5K $1.92B
CB
Chubb LTD

Financial Services
478
+ 46.82%
$257.71 - $301.99 $123K - $144K
1.5K $453M
Brookfield Renewable Corp
4.97K
+ 10.02%
N/A
54.6K $1.52B
Tidal Tr Ii
14.2K
+ 127.38%
N/A
25.4K $339M
SPY
Spdr S&P 500 ETF Trust

ETFs
286
+ 16.47%
$551.42 - $612.93 $158K - $175K
2.02K $1.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
228
+ 60.8%
$507.05 - $563.67 $116K - $129K
603 $310M
ABBV
Abb Vie Inc.

Healthcare
148
+ 6.48%
$169.2 - $216.66 $25K - $32.1K
2.43K $510M
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
150
+ 0.57%
$11.16 - $15.57 $1.67K - $2.34K
26.5K $382M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.38K
+ 11.0%
$23.43 - $25.55 $55.8K - $60.8K
24K $614M
ADBE
Adobe Inc.

Technology
346
+ 48.39%
$377.84 - $464.11 $131K - $161K
1.06K $407M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.65K
+ 9.3%
$33.57 - $37.22 $55.3K - $61.3K
19.4K $695M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.1K
+ 7.31%
$59.15 - $62.71 $64.9K - $68.8K
16.1K $994M
SYK
Stryker Corp

Healthcare
176
+ 24.44%
$355.18 - $399.9 $62.5K - $70.4K
896 $334M
DGRO
Ishares Core Dividend Growth E

ETFs
1.08K
+ 10.94%
$60.46 - $64.42 $65.2K - $69.4K
10.9K $675M
ACN
Accenture PLC

Technology
406
+ 23.62%
$300.91 - $398.25 $122K - $162K
2.13K $663M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 1.88%
$225.19 - $279.95 $23.4K - $29.1K
5.64K $1.38B
Ge Vernova Inc
216
+ 34.23%
N/A
847 $259M
META
Meta Platforms, Inc.

Communication Services
137
+ 3.13%
$576.36 - $736.67 $79K - $101K
4.52K $2.61B
PANW
Palo Alto Networks Inc

Technology
404
+ 14.21%
$167.82 - $208.28 $67.8K - $84.1K
3.25K $554M
JPIE
J P Morgan Exchange Traded Fd
652
+ 7.71%
$45.46 - $46.18 $29.6K - $30.1K
9.11K $420M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.04K
+ 1.22%
$56.17 - $59.71 $58.5K - $62.2K
86.2K $4.92B
GBIL
Goldman Sachs Access Treasury

ETFs
229
+ 6.23%
$99.85 - $100.19 $22.9K - $22.9K
3.9K $391M
ITA
Ishares Tr

ETFs
2
+ 0.07%
$144.84 - $159.5 $290 - $319
3.03K $465M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
304
+ 1.42%
$27.01 - $28.54 $8.21K - $8.68K
21.7K $605M
Lam Research Corp
226
+ 5.45%
N/A
4.37K $318M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
198
+ 0.19%
$16.18 - $17.82 $3.2K - $3.53K
104K $1.75B
BXSL
Blackstone Secured Lending Fund

Financial Services
381
+ 1.97%
$31.3 - $34.5 $11.9K - $13.1K
19.7K $638M
LQDW
Ishares Tr Invt Grade Corporat
380
+ 4.45%
N/A
8.93K $235M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
99
+ 0.78%
$50.39 - $50.66 $4.99K - $5.02K
12.9K $651M
IWM
Ishares Russell 2000 ETF

ETFs
402
+ 11.66%
$198.1 - $229.79 $79.6K - $92.4K
3.85K $768M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
19
+ 1.9%
$408.78 - $448.82 $7.77K - $8.53K
1.02K $428M
Chimera Invt Corp
1.34K
+ 10.21%
N/A
14.4K $185M
Ishares Tr
40
+ 0.49%
N/A
8.16K $204M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.08K
+ 6.75%
$31.63 - $35.22 $34.2K - $38.1K
17.1K $546M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
272
+ 8.74%
$102.49 - $119.96 $27.9K - $32.6K
3.38K $354M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.46%
$251.87 - $277.95 $1.76K - $1.95K
1.53K $395M
ADI
Analog Devices Inc

Technology
52
+ 2.8%
$201.56 - $243.82 $10.5K - $12.7K
1.91K $385M
IVW
Ishares S&P 500 Growth ETF

ETFs
35
+ 1.39%
$92.45 - $106.69 $3.24K - $3.73K
2.55K $237M
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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