Investment Partners Asset Management, Inc. Reduced Holdings in Q3 2025

Investment Partners Asset Management, Inc.

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-14.7K
- 34.42%
$21.69 - $23.34 $319K - $344K
28.1K $653M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-10.2K
- 9.65%
$10.17 - $11.97 $104K - $123K
95.9K $975M
MRK
Merck & Co., Inc.

Healthcare
-2.58K
- 38.96%
$77.6 - $87.37 $200K - $225K
4.04K $339M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.93K
- 19.78%
$92.18 - $95.14 $177K - $183K
7.81K $743M
V
Visa Inc.

Financial Services
-303
- 8.33%
$332.09 - $358.86 $101K - $109K
3.34K $1.14B
BXSL
Blackstone Secured Lending Fund

Financial Services
-910
- 4.62%
$26.07 - $32.55 $23.7K - $29.6K
18.8K $489M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-14K
- 8.08%
$4.81 - $5.36 $67.2K - $74.9K
159K $818M
META
Meta Platforms, Inc.

Communication Services
-102
- 2.21%
$695.21 - $791.73 $70.9K - $80.8K
4.51K $3.31B
T
At&T Inc.

Communication Services
-722
- 0.86%
$26.94 - $29.62 $19.5K - $21.4K
83.5K $2.36B
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
-4.4K
- 16.48%
$15.1 - $17.51 $66.4K - $77K
22.3K $343M
FTCS
First Trust Capital Strength E

ETFs
-859
- 12.25%
$89.72 - $93.74 $77.1K - $80.5K
6.15K $576M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.2K
- 7.57%
$55.15 - $58.11 $121K - $128K
26.9K $1.55B
CB
Chubb LTD

Financial Services
-135
- 7.55%
$265.99 - $289.59 $35.9K - $39.1K
1.65K $467M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-75
- 0.33%
$24.0 - $27.1 $1.8K - $2.03K
22.9K $567M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.23K
- 7.45%
$60.96 - $64.31 $75.2K - $79.4K
15.3K $974M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-801
- 5.94%
$50.47 - $50.74 $40.4K - $40.6K
12.7K $644M
EEMV
Ishares Msci Emerging Markets

ETFs
-827
- 4.2%
$61.94 - $64.63 $51.2K - $53.4K
18.9K $1.2B
ADP
Automatic Data Processing Inc

Industrials
-11
- 0.56%
$288.69 - $310.94 $3.18K - $3.42K
1.95K $571M
Brookfield Renewable Corp
-3.24K
- 6.55%
N/A
46.3K $1.59B
SYK
Stryker Corp

Healthcare
-7
- 0.78%
$368.57 - $403.53 $2.58K - $2.82K
889 $329M
AMZN
Amazon Com Inc

Consumer Cyclical
-126
- 1.24%
$211.65 - $238.24 $26.7K - $30K
10K $2.2B
PANW
Palo Alto Networks Inc

Technology
-109
- 3.21%
$167.06 - $208.19 $18.2K - $22.7K
3.29K $670M
EWG
Ishares Msci Germany ETF

ETFs
-493
- 6.93%
$40.75 - $43.26 $20.1K - $21.3K
6.62K $276M
PG
Procter & Gamble CO

Consumer Defensive
-44
- 1.46%
$150.47 - $161.22 $6.62K - $7.09K
2.97K $457M
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 2.11%
$43.31 - $48.98 $8.66K - $9.8K
9.3K $419M
JPIE
J P Morgan Exchange Traded Fd
-453
- 5.09%
$46.01 - $46.55 $20.8K - $21.1K
8.45K $392M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.1K
- 1.45%
$38.52 - $39.39 $42.3K - $43.3K
74.8K $2.94B
JPHY
Jp Morgan High Yield Research

ETFs
-698
- 1.51%
N/A
45.5K $2.14B
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.19K
- 1.76%
$14.46 - $15.29 $17.2K - $18.2K
66.3K $997M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-2.34K
- 7.17%
$33.78 - $36.74 $79K - $85.9K
30.3K $1.1B
Brookfield Infrastructure CO
-43
- 0.59%
N/A
7.29K $300M
Tidal Trust Ii
-200
- 1.65%
N/A
11.9K $200M
Amplify ETF Tr
-50
- 0.81%
N/A
6.16K $535M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-25
- 0.2%
$48.72 - $50.73 $1.22K - $1.27K
12.4K $609M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-94
- 2.23%
$82.58 - $90.36 $7.76K - $8.49K
4.13K $373M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-190
- 0.53%
$14.01 - $14.68 $2.66K - $2.79K
35.5K $510M
Tortoise Capital Series Trus
-124
- 0.72%
N/A
17.2K $626M
ADI
Analog Devices Inc

Technology
-15
- 0.79%
$220.68 - $255.63 $3.31K - $3.83K
1.89K $465M
VUG
Vanguard Growth ETF

ETFs
-14
- 2.56%
$433.97 - $484.08 $6.08K - $6.78K
532 $255M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-210
- 0.56%
$13.87 - $14.46 $2.91K - $3.04K
37K $534M
GNRC
Generac Holdings Inc.

Industrials
-96
- 6.66%
$146.61 - $202.85 $14.1K - $19.5K
1.35K $225M
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.8%
$94.4 - $104.27 $9.44K - $10.4K
5.46K $563M
XOM
Exxon Mobil Corp

Energy
-65
- 1.16%
$105.83 - $117.22 $6.88K - $7.62K
5.54K $625M
PEP
Pepsico Inc

Consumer Defensive
-160
- 3.1%
$133.81 - $152.16 $21.4K - $24.3K
4.99K $701M
VZ
Verizon Communications Inc

Communication Services
-62
- 0.18%
$40.84 - $45.06 $2.53K - $2.79K
34.7K $1.53B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6
- 0.58%
$435.72 - $463.74 $2.61K - $2.78K
1.03K $480M
RTX
Raytheon Technologies Corp

Industrials
-50
- 3.54%
$144.19 - $167.33 $7.21K - $8.37K
1.36K $228M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-469
- 1.25%
$9.44 - $10.23 $4.43K - $4.8K
36.9K $376M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.84%
$567.77 - $614.76 $2.84K - $3.07K
588 $360M
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
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