Investment Partners Asset Management, Inc. Reduced Holdings in Q1 2025

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-339
- 0.92%
$209.68 - $247.1 $71.1K - $83.8K
36.3K $8.07B
MSFT
Microsoft Corp

Technology
-150
- 1.18%
$375.39 - $447.2 $56.3K - $67.1K
12.6K $4.73B
MRK
Merck & Co., Inc.

Healthcare
-5.15K
- 43.69%
$83.01 - $101.02 $428K - $521K
6.64K $596M
BX
Blackstone Inc.

Financial Services
-60
- 0.73%
$136.53 - $186.74 $8.19K - $11.2K
8.18K $1.14B
AVGO
Broadcom Inc.

Technology
-107
- 3.01%
$167.43 - $244.7 $17.9K - $26.2K
3.45K $578M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.27K
- 10.7%
$53.6 - $58.97 $175K - $193K
27.3K $1.5B
CVX
Chevron Corp

Energy
-1.79K
- 55.67%
$146.71 - $167.97 $263K - $301K
1.43K $239M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-12.4K
- 10.8%
$11.63 - $13.3 $144K - $165K
102K $1.19B
KMI
Kinder Morgan, Inc.

Energy
-8.16K
- 23.64%
$26.1 - $31.22 $213K - $255K
26.4K $752M
CSCO
Cisco Systems, Inc.

Technology
-2.1K
- 14.2%
$58.74 - $64.87 $124K - $136K
12.7K $784M
WMB
Williams Companies, Inc.

Energy
-1.5K
- 19.97%
$54.02 - $61.09 $81.2K - $91.8K
6.02K $360M
WSM
Williams Sonoma Inc

Consumer Cyclical
-3
- 0.17%
$158.1 - $217.71 $474 - $653
1.72K $271M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-750
- 1.97%
$12.94 - $14.29 $9.71K - $10.7K
37.3K $489M
WMT
Walmart Inc.

Consumer Defensive
-267
- 5.01%
$84.5 - $105.05 $22.6K - $28K
5.06K $444M
SHV
Ishares Tr

ETFs
-315
- 4.3%
$110.11 - $110.51 $34.7K - $34.8K
7.02K $775M
JPHY
Jp Morgan High Yield Research

ETFs
-533
- 1.14%
N/A
46.2K $2.13B
Calamos ETF Tr
-350
- 1.73%
N/A
19.9K $494M
MS
Morgan Stanley

Financial Services
-13
- 0.65%
$111.68 - $141.08 $1.45K - $1.83K
2K $233M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-16.2K
- 8.56%
$4.79 - $5.34 $77.7K - $86.7K
173K $895M
Calamos ETF Tr
-344
- 2.92%
N/A
11.4K $281M
MU
Micron Technology Inc

Technology
-263
- 4.9%
$86.89 - $109.38 $22.9K - $28.8K
5.11K $444M
EEMV
Ishares Msci Emerging Markets

ETFs
-254
- 1.28%
$57.07 - $59.29 $14.5K - $15.1K
19.6K $1.14B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.95K
- 4.04%
$8.29 - $8.97 $16.2K - $17.5K
46.3K $398M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-105
- 0.79%
$5.3 - $5.8 $557 - $609
13.2K $74M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.55%
$158.56 - $176.26 $2.38K - $2.64K
2.72K $463M
FTNT
Fortinet, Inc.

Technology
-15
- 0.36%
$92.49 - $114.57 $1.39K - $1.72K
4.2K $404M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-2.35K
- 5.62%
$8.69 - $9.43 $20.4K - $22.2K
39.4K $368M
XOM
Exxon Mobil Corp

Energy
-458
- 7.78%
$105.44 - $118.93 $48.3K - $54.5K
5.43K $645M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-75
- 1.74%
$85.24 - $94.86 $6.39K - $7.11K
4.23K $386M
FISV
Fiserv Inc

Technology
-9
- 0.84%
N/A
1.06K $234M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-200
- 0.18%
$9.82 - $10.44 $1.96K - $2.09K
110K $1.09B
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.84%
$890.62 - $1076.86 $6.23K - $7.54K
831 $786M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-1.85K
- 5.37%
$29.06 - $32.62 $53.7K - $60.3K
32.6K $1.02B
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-95
- 0.27%
$13.65 - $14.45 $1.3K - $1.37K
35K $499M
PHYS
Sprott Physical Gold Trust

Financial Services
-1.04K
- 9.14%
$20.25 - $24.06 $21.1K - $25.1K
10.4K $250M
XLF
Financial Sector Spdr

ETFs
-26
- 0.18%
$47.32 - $52.19 $1.23K - $1.36K
14.5K $724M
VEEV
Veeva Systems Inc

Healthcare
-20
- 1.52%
$210.58 - $246.8 $4.21K - $4.94K
1.3K $300M
EWG
Ishares Msci Germany ETF

ETFs
-428
- 5.67%
$31.57 - $39.31 $13.5K - $16.8K
7.11K $264M
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.25%
$286.85 - $318.64 $1.43K - $1.59K
2K $610M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-184
- 1.98%
$87.68 - $94.52 $16.1K - $17.4K
9.13K $855M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-218
- 1.24%
$34.32 - $37.26 $7.48K - $8.12K
17.3K $630M
XLV
Select Sector Spdr Fund Health

ETFs
-2
- 0.05%
$137.61 - $149.68 $275 - $299
3.87K $565M
SAND
Sandstorm Gold LTD

Basic Materials
-617
- 2.81%
$5.54 - $7.65 $3.42K - $4.72K
21.3K $161M
BMY
Bristol Myers Squibb CO

Healthcare
-1
- 0.01%
$53.9 - $63.11 $53.9 - $63.1
9.5K $579M
HDV
Ishares Core High Dividend ETF

ETFs
-40
- 0.7%
$110.86 - $121.12 $4.43K - $4.84K
5.64K $683M
Gsk PLC
-744
- 4.43%
N/A
16.1K $622M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-36
- 0.08%
$18.36 - $20.51 $661 - $738
42.8K $846M
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 0.86%
$1739.0 - $2260.0 $3.48K - $4.52K
230 $449M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2.32K
- 5.36%
$33.63 - $37.64 $78.1K - $87.4K
41K $1.52B
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
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