Sponsored

The Analysis of Investment Partners Asset Management, Inc.'s Holdings & P&L

Currently, Investment Partners Asset Management, Inc. holds 163 types of securities in its portfolio with a total value $162.0M. In the most recent quarter, they have increased their positions in AUSF (+37.2K shares, valued at $1.8M), PFFA (+37.2K shares, valued at $757.0K), IGV (+9.3K shares, valued at $741.2K); decreased their positions in ORCL (-3.0K shares, valued at $442.7K), N/A (-7.5K shares, valued at $413.1K), N/A (-8.7K shares, valued at $387.5K); initiated new positions in IGV (+9.3K shares, valued at $741.2K), NOW (+7.0K shares, valued at $732.9K), SPXX (+36.4K shares, valued at $584.1K).

1M P&L

+3.5M+2.41%

3M P&L

+1.5M+1.03%

HY P&L

+5.7M+3.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A75.5M

53.6%

2Consumer Electronics8.9M

6.3%

3Software - Infrastructure7.2M

5.1%

Top Industries by Stock Count

1N/A80 stocks

55.6%

2Software - Application6 stocks

4.2%

3Asset Management5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC35.1K shares-0.36%2026-03-312026-04-07

JEPI J P MORGAN EXCHANGE TRADED F108.3K shares3.12%2026-03-312026-04-07

PFFV GLOBAL X FDS253.7K shares8.27%2026-03-312026-04-07

ALPHABET INC ALPHABET INC17.2K shares-1.43%2026-03-312026-04-07

MSFT MICROSOFT CORP12.8K shares2.12%2026-03-312026-04-07

NVDA NVIDIA CORPORATION24.4K shares0.33%2026-03-312026-04-07

PYLD PIMCO ETF TR153.4K shares14.10%2026-03-312026-04-07

SPYI NEOS ETF TRUST72.4K shares2.67%2026-03-312026-04-07

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F60.0K shares10.46%2026-03-312026-04-07

STIP ISHARES TR27.5K shares3.45%2026-03-312026-04-07

META META PLATFORMS INC4.5K shares1.03%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC3.0K shares-2.50%2026-03-312026-04-07

INVESCO QQQ TR INVESCO QQQ TR4.2K shares-0.78%2026-03-312026-04-07

T AT&T INC83.1K shares-0.20%2026-03-312026-04-07

ALPHABET INC ALPHABET INC8.2K shares-1.39%2026-03-312026-04-07

IBM INTERNATIONAL BUSINESS MACHS9.0K shares-0.31%2026-03-312026-04-07

Sponsored

BBHY J P MORGAN EXCHANGE TRADED F46.7K shares1.45%2026-03-312026-04-07

AUSF GLOBAL X FDS44.2K shares533.95%2026-03-312026-04-07

AMZN AMAZON COM INC10.1K shares0.86%2026-03-312026-04-07

PFFA ETFIS SER TR I103.3K shares56.27%2026-03-312026-04-07

GCOW PACER FDS TR45.3K shares0.73%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON7.9K shares0.15%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC35.6K shares7.34%2026-03-312026-04-07

ETFS GOLD TR ETFS GOLD TR39.5K shares-18.04%2026-03-312026-04-07

Sponsored

JPM JPMORGAN CHASE & CO.5.9K shares0.27%2026-03-312026-04-07

COWZ PACER FDS TR27.7K shares-2.60%2026-03-312026-04-07

TBUX T ROWE PRICE ETF INC34.0K shares19.98%2026-03-312026-04-07

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP39.7K shares-3.88%2026-03-312026-04-07

XMLV INVESCO EXCH TRADED FD TR II24.1K shares42.84%2026-03-312026-04-07

EVTR MORGAN STANLEY ETF TRUST28.4K shares36.79%2026-03-312026-04-07

FPEI FIRST TR EXCH TRADED FD III74.9K shares71.52%2026-03-312026-04-07

SPY SPDR S&P 500 ETF TR2.0K shares-0.59%2026-03-312026-04-07

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares0.81%2026-03-312026-04-07

HOLA J P MORGAN EXCHANGE TRADED F23.9K shares1.55%2026-03-312026-04-07

DGRO ISHARES TR17.8K shares8.12%2026-03-312026-04-07

LLY ELI LILLY & CO1.3K shares4.15%2026-03-312026-04-07

BIZD VANECK ETF TRUST93.3K shares-1.09%2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC7.3K shares118.66%2026-03-312026-04-07

ICOW PACER FDS TR27.3K shares-0.55%2026-03-312026-04-07

MU MICRON TECHNOLOGY INC3.3K shares-6.97%2026-03-312026-04-07

Sponsored

EEMV ISHARES INC16.9K shares0.64%2026-03-312026-04-07

QCOM QUALCOMM INC8.3K shares4.73%2026-03-312026-04-07

CSCO CISCO SYS INC13.2K shares-0.02%2026-03-312026-04-07

V VISA INC3.4K shares1.38%2026-03-312026-04-07

SO SOUTHERN CO10.0K shares-1.06%2026-03-312026-04-07

WPM WHEATON PRECIOUS METALS CORP7.3K shares-28.40%2026-03-312026-04-07

KO COCA COLA CO12.4K shares0.34%2026-03-312026-04-07

ASML ASML HOLDING N V708 shares-0.56%2026-03-312026-04-07

Sponsored

ARCC ARES CAPITAL CORP50.6K shares-22.05%2026-03-312026-04-07

BROADCOM INC BROADCOM INC2.9K shares-1.14%2026-03-312026-04-07

XOM EXXON MOBIL CORP5.4K shares-1.96%2026-03-312026-04-07

KMI KINDER MORGAN INC DEL26.6K shares-0.52%2026-03-312026-04-07

LAM RESEARCH CORP LAM RESEARCH CORP4.1K shares-3.17%2026-03-312026-04-07

BLACKSTONE INC BLACKSTONE INC7.5K shares-2.76%2026-03-312026-04-07

ORCL ORACLE CORP5.8K shares-34.01%2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE3.0K shares0.00%2026-03-312026-04-07

Sponsored

SCHC SCHWAB STRATEGIC TR17.8K shares-3.03%2026-03-312026-04-07

JPST J P MORGAN EXCHANGE TRADED F15.9K shares8.24%2026-03-312026-04-07

ACWI ISHARES TR5.6K shares190.73%2026-03-312026-04-07

COST COSTCO WHSL CORP NEW779 shares0.26%2026-03-312026-04-07

USMV ISHARES TR8.0K shares0.51%2026-03-312026-04-07

HDV ISHARES TR5.5K shares-1.53%2026-03-312026-04-07

IGV ISHARES TR9.3K sharesnew addition2026-03-312026-04-07

XLF SELECT SECTOR SPDR TR14.9K shares-3.08%2026-03-312026-04-07

Sponsored

NOW SERVICENOW INC7.0K sharesnew addition2026-03-312026-04-07

TPYP TORTOISE CAPITAL SERIES TRUS17.0K shares-0.56%2026-03-312026-04-07

DES WISDOMTREE TR19.6K shares1.12%2026-03-312026-04-07

GLD SPDR GOLD TR1.6K shares-6.86%2026-03-312026-04-07

XLK SELECT SECTOR SPDR TR5.2K shares0.00%2026-03-312026-04-07

GEV GE VERNOVA INC791 shares-1.98%2026-03-312026-04-07

IGR CBRE GBL REAL ESTATE INC FD152.8K shares-17.65%2026-03-312026-04-07

CRM SALESFORCE INC3.6K shares-7.48%2026-03-312026-04-07

Sponsored

IWM ISHARES TR2.7K shares-26.10%2026-03-312026-04-07

PEP PEPSICO INC4.2K shares-3.83%2026-03-312026-04-07

UTF COHEN & STEERS INFRASTRUCTUR25.3K shares7.35%2026-03-312026-04-07

BXSL BLACKSTONE SECD LENDING FD27.4K shares-26.00%2026-03-312026-04-07

WMT WALMART INC5.2K shares-4.85%2026-03-312026-04-07

ADI ANALOG DEVICES INC1.9K shares0.00%2026-03-312026-04-07

ADP AUTOMATIC DATA PROCESSING IN2.9K shares50.26%2026-03-312026-04-07

CB CHUBB LIMITED1.8K shares30.47%2026-03-312026-04-07

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD12.0K shares-2.85%2026-03-312026-04-07

SPXX NUVEEN S&P 500 DYNAMIC OVERW36.4K sharesnew addition2026-03-312026-04-07

XLV SELECT SECTOR SPDR TR3.9K shares0.00%2026-03-312026-04-07

CPRJ CALAMOS ETF TR21.3K shares0.76%2026-03-312026-04-07

BMY BRISTOL-MYERS SQUIBB CO9.3K shares0.00%2026-03-312026-04-07

SHV ISHARES TR5.1K shares-3.22%2026-03-312026-04-07

ITA ISHARES TR2.5K shares-14.11%2026-03-312026-04-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.2K shares0.00%2026-03-312026-04-07

Sponsored

PAVE GLOBAL X FDS10.5K shares-3.43%2026-03-312026-04-07

GBIL GOLDMAN SACHS ETF TR5.2K shares-3.68%2026-03-312026-04-07

WMB WILLIAMS COS INC6.8K shares0.15%2026-03-312026-04-07

MCD MCDONALDS CORP1.6K shares0.32%2026-03-312026-04-07

MERCK & CO INC MERCK & CO INC4.1K shares0.10%2026-03-312026-04-07

CHIMERA INVT CORP CHIMERA INVT CORP38.7K shares19.69%2026-03-312026-04-07

DIA SPDR DOW JONES INDL AVERAGE1.0K shares0.00%2026-03-312026-04-07

ABBV ABBVIE INC2.2K shares0.00%2026-03-312026-04-07

Sponsored

FTNT FORTINET INC5.8K shares8.19%2026-03-312026-04-07

HACK AMPLIFY ETF TR6.2K shares0.00%2026-03-312026-04-07

ISD PGIM HIGH YIELD BOND FUND IN35.1K shares-0.13%2026-03-312026-04-07

WRB BERKLEY W R CORP6.8K shares0.00%2026-03-312026-04-07

CVX CHEVRON CORP NEW2.2K shares0.33%2026-03-312026-04-07

EPS WISDOMTREE TR6.4K sharesnew addition2026-03-312026-04-07

SCHD SCHWAB STRATEGIC TR14.1K shares-2.08%2026-03-312026-04-07

PG PROCTER AND GAMBLE CO3.0K shares0.03%2026-03-312026-04-07

Sponsored

PPH VANECK ETF TRUST4.1K shares0.00%2026-03-312026-04-07

XBI SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-04-07

BDJ BLACKROCK ENHANCED EQUITY DI47.4K shares-0.06%2026-03-312026-04-07

MELI MERCADOLIBRE INC230 shares0.44%2026-03-312026-04-07

SCHF SCHWAB STRATEGIC TR16.0K shares-8.39%2026-03-312026-04-07

DYNF BLACKROCK ETF TRUST6.7K shares34.68%2026-03-312026-04-07

CEE CENTRAL & EASTERN EUROPE FD21.2K shares-0.47%2026-03-312026-04-07

ACWV ISHARES INC3.2K shares0.00%2026-03-312026-04-07

Sponsored

HEDJ WISDOMTREE TR7.3K shares-1.35%2026-03-312026-04-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares-27.40%2026-03-312026-04-07

IJR ISHARES TR3.0K shares-4.76%2026-03-312026-04-07

JPIE J P MORGAN EXCHANGE TRADED F8.2K shares-0.30%2026-03-312026-04-07

GVIP GOLDMAN SACHS ETF TR2.5K shares30.27%2026-03-312026-04-07

VO VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-07

PHYS SPROTT ASSET MANAGEMENT LP10.2K shares1.50%2026-03-312026-04-07

BCX BLACKROCK RES & COMMODITIES29.7K shares-19.44%2026-03-312026-04-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS581 shares0.00%2026-03-312026-04-07

ANGL VANECK ETF TRUST12.0K shares32.44%2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC81 shares17.39%2026-03-312026-04-07

IBIT ISHARES BITCOIN TRUST ETF8.7K shares-2.26%2026-03-312026-04-07

MS MORGAN STANLEY2.0K shares0.20%2026-03-312026-04-07

CPNJ CALAMOS ETF TR12.0K shares0.00%2026-03-312026-04-07

MSTR STRATEGY INC2.6K shares0.08%2026-03-312026-04-07

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV12.2K shares0.00%2026-03-312026-04-07

Sponsored

SYK STRYKER CORPORATION933 shares4.13%2026-03-312026-04-07

WSM WILLIAMS SONOMA INC1.6K shares-0.31%2026-03-312026-04-07

D DOMINION ENERGY INC4.7K shares0.00%2026-03-312026-04-07

IVW ISHARES TR2.6K shares0.00%2026-03-312026-04-07

FTCS FIRST TR EXCHANGE-TRADED FD3.1K shares-3.29%2026-03-312026-04-07

GSBD GOLDMAN SACHS BDC INC32.2K shares5.66%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC3.9K shares0.51%2026-03-312026-04-07

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO7.1K shares-1.62%2026-03-312026-04-07

Sponsored

RGLD ROYAL GOLD INC1.1K shares-1.47%2026-03-312026-04-07

ENB ENBRIDGE INC5.0K sharesnew addition2026-03-312026-04-07

CNX CNX RES CORP6.9K shares0.00%2026-03-312026-04-07

SHOP SHOPIFY INC2.2K shares32.38%2026-03-312026-04-07

XLI SELECT SECTOR SPDR TR1.6K shares-0.31%2026-03-312026-04-07

VIOO VANGUARD ADMIRAL FDS INC2.2K shares-23.69%2026-03-312026-04-07

RTX RTX CORPORATION1.3K shares-3.15%2026-03-312026-04-07

IVE ISHARES TR1.2K shares0.00%2026-03-312026-04-07

Sponsored

GSK PLC GSK PLC4.6K shares-62.12%2026-03-312026-04-07

EWG ISHARES INC6.2K shares0.00%2026-03-312026-04-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-04-07

AMG AFFILIATED MANAGERS GROUP IN836 shares0.00%2026-03-312026-04-07

REGN REGENERON PHARMACEUTICALS297 sharesnew addition2026-03-312026-04-07

SMAX ISHARES TR8.5K shares4.41%2026-03-312026-04-07

VEEV VEEVA SYS INC1.3K shares-1.91%2026-03-312026-04-07

GMNY GOLDMAN SACHS ETF TR4.4K sharesnew addition2026-03-312026-04-07

Sponsored

CPSA CALAMOS ETF TR8.2K shares-3.09%2026-03-312026-04-07

VUG VANGUARD INDEX FDS502 shares0.00%2026-03-312026-04-07

DTCR GLOBAL X FDS9.0K sharesnew addition2026-03-312026-04-07

HON HONEYWELL INTL INC942 sharesnew addition2026-03-312026-04-07

CAT CATERPILLAR INC300 sharesnew addition2026-03-312026-04-07

CG CARLYLE GROUP INC4.3K shares0.00%2026-03-312026-04-07

GNRC GENERAC HLDGS INC1.1K sharesnew addition2026-03-312026-04-07

ICLN ISHARES TR10.5K shares0.00%2026-03-312026-04-07

Sponsored

DNP DNP SELECT INCOME FD INC10.0K shares0.00%2026-03-312026-04-07

EXG EATON VANCE TAX-MANAGED GLOB11.2K shares0.00%2026-03-312026-04-07

BGY BLACKROCK ENHANCED INTL DIV12.6K shares0.00%2026-03-312026-04-07

AAPL

APPLE INC

-0.36%

Shares35.1K

Event2026-03-31

Filed2026-04-07

JEPI

J P MORGAN EXCHANGE TRADED F

3.12%

Shares108.3K

Event2026-03-31

Filed2026-04-07

PFFV

GLOBAL X FDS

8.27%

Shares253.7K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-1.43%

Shares17.2K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

2.12%

Shares12.8K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

0.33%

Shares24.4K

Event2026-03-31

Filed2026-04-07

PYLD

PIMCO ETF TR

14.10%

Shares153.4K

Event2026-03-31

Filed2026-04-07

SPYI

NEOS ETF TRUST

2.67%

Shares72.4K

Event2026-03-31

Filed2026-04-07

JEPQ

J P MORGAN EXCHANGE TRADED F

10.46%

Shares60.0K

Event2026-03-31

Filed2026-04-07

STIP

ISHARES TR

3.45%

Shares27.5K

Event2026-03-31

Filed2026-04-07