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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.41 Billion 1.16% of portfolio
102,610
Q3 2024 Added 26.79%
$0
$1.26 Billion 1.04% of portfolio
192,363
Q3 2024 Reduced 22.9%
$0
$1.18 Billion 0.97% of portfolio
111,541
Q3 2024 Reduced 0.13%
$0
$569 Million 0.47% of portfolio
41,491
Q3 2024 Reduced 0.48%
$0
$569 Million 0.47% of portfolio
21,853
Q4 2023 New
$0
$489 Million 0.4% of portfolio
35,100
Q1 2024 Added 3.91%
$0
$440 Million 0.36% of portfolio
50,911
Q3 2024 Reduced 8.53%
$0
$424 Million 0.35% of portfolio
44,132
Q3 2024 Reduced 9.08%
$0
$283 Million 0.23% of portfolio
26,354
Q2 2024 Reduced 7.05%
$0
$233 Million 0.19% of portfolio
11,427
Q3 2024 Added 2.24%
$0
$157 Million 0.13% of portfolio
12,041
Q1 2024 Reduced 9.13%
$0
$106 Million 0.09% of portfolio
12,184
Q4 2023 New
$0
$100 Million 0.08% of portfolio
10,000
Q4 2023 New
$0
$78.5 Million 0.06% of portfolio
13,534
Q3 2024 Reduced 1.93%

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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