Investment Partners Asset Management, Inc. Portfolio Holdings

Investment Partners Asset Management, Inc.

  • $122 Billion
  • Q3 2024

Investment Partners Asset Management, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.56B, Microsoft Corp with a value of $5.38B, J P Morgan Exchange Traded Fd with a value of $4.99B, Global X Variable Rate Preferr with a value of $3.66B, and Global X Fds S&P 500 Covered C with a value of $3.14B.

Examining the 13F form we can see an increase of $9.84B in the current position value, from $112B to 122B.

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 $122 Billion
ETFs: $44.3 Billion
Technology: $27.4 Billion
Financial Services: $14.5 Billion
Communication Services: $10.9 Billion
Healthcare: $4.44 Billion
Consumer Cyclical: $3.64 Billion
Utilities: $3.2 Billion
Consumer Defensive: $2.7 Billion
Other: $4.5 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$8.56 Billion 7.02% of portfolio
36,757
Q3 2024 Reduced 0.15%
$3.25T
$5.38 Billion 4.41% of portfolio
12,500
Q3 2024 Reduced 1.05%
$336B
$2.95 Billion 2.41% of portfolio
24,268
Q3 2024 Added 1.44%
$1.14T
$2.78 Billion 2.28% of portfolio
16,781
Q3 2024 Added 0.67%
$1.32T
$2.56 Billion 2.1% of portfolio
4,468
Q3 2024 Added 6.51%
$200B
$1.96 Billion 1.61% of portfolio
8,871
Q3 2024 Added 2.39%
$2.29T
$1.72 Billion 1.41% of portfolio
9,212
Q3 2024 Added 1.28%
$1.17T
$1.48 Billion 1.21% of portfolio
8,850
Q3 2024 Added 1.32%
$457B
$1.29 Billion 1.05% of portfolio
7,555
Q3 2024 Added 0.12%
$248B
$1.26 Billion 1.03% of portfolio
11,082
Q3 2024 Added 0.05%
$378B
$1.19 Billion 0.98% of portfolio
7,372
Q3 2024 Added 5.45%
$697B
$1.05 Billion 0.86% of portfolio
4,966
Q3 2024 Added 0.2%
$344B
$943 Million 0.77% of portfolio
3,446
Q2 2024 Reduced 14.6%
$590B
$883 Million 0.72% of portfolio
1,918
Q3 2024 Reduced 0.52%
$519B
$820 Million 0.67% of portfolio
2,981
Q3 2024 Added 7.77%
$240B
$788 Million 0.65% of portfolio
14,805
Q3 2024 Added 2.91%
$441B
$690 Million 0.57% of portfolio
5,885
Q3 2024 Reduced 4.85%
$211B
$603 Million 0.49% of portfolio
3,547
Q3 2024 Added 23.37%
$231B
$578 Million 0.47% of portfolio
1,634
Q3 2024 Added 1.11%
$270B
$500 Million 0.41% of portfolio
6,956
Q3 2024 Added 2.2%
$250B
$463 Million 0.38% of portfolio
5,737
Q3 2024 Added 27.66%
$215B
$457 Million 0.37% of portfolio
1,500
Q3 2024 Added 3.02%
$310B
$451 Million 0.37% of portfolio
2,285
Q1 2024 Added 9.49%
$398B
$389 Million 0.32% of portfolio
2,248
Q3 2024 Added 2.18%
$280B
$356 Million 0.29% of portfolio
2,414
Q3 2024 Reduced 3.98%
$208B
$314 Million 0.26% of portfolio
607
Q3 2024 Added 10.16%
$200B
$282 Million 0.23% of portfolio
67
Q3 2024 Added 1.52%
$209B
$210 Million 0.17% of portfolio
2,013
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $122 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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