Investment Partners Asset Management, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.18B, Microsoft Corp with a value of $5.37B, J P Morgan Exchange Traded Fd with a value of $4.9B, Global X Variable Rate Preferr with a value of $3.75B, and Alphabet Inc. with a value of $3.27B.

Examining the 13F form we can see an increase of $5.36B in the current position value, from $122B to 127B.

Investment Partners Asset Management, Inc. is based out at Metuchen, NJ

Below you can find more details about Investment Partners Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $43.6 Billion
Technology: $29.1 Billion
Financial Services: $14.8 Billion
Communication Services: $11.3 Billion
Consumer Cyclical: $4.25 Billion
Healthcare: $3.78 Billion
Consumer Defensive: $2.79 Billion
Energy: $2.7 Billion
Other: $3.79 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $127 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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