Investment Partners Asset Management, Inc.
164 holdingsFiling period: 2026-03-31Current AUM: $178.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 35.1K | $8.9M | $10.8M | 6.07% | -125 | 2026-03-31 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 108.3K | $6.1M | $6.2M | 3.49% | +3.3K | 2026-03-31 |
| 3 | PFFV | GLOBAL X FDS | 253.7K | $5.5M | $5.6M | 3.14% | +19.4K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 17.2K | $4.9M | $6.1M | 3.43% | -250 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 12.8K | $4.7M | $5.9M | 3.33% | +265 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 24.4K | $4.3M | $4.9M | 2.75% | +79 | 2026-03-31 |
| 7 | PYLD | PIMCO ETF TR | 153.4K | $4.0M | $4.0M | 2.25% | +19.0K | 2026-03-31 |
| 8 | SPYI | NEOS ETF TRUST | 72.4K | $3.6M | $3.8M | 2.15% | +1.9K | 2026-03-31 |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | 60.0K | $3.3M | $3.5M | 1.96% | +5.7K | 2026-03-31 |
| 10 | STIP | ISHARES TR | 27.5K | $2.8M | $2.8M | 1.56% | +918 | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 4.5K | $2.6M | $2.5M | 1.42% | +46 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 3.0K | $2.5M | $3.0M | 1.69% | -76 | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 4.2K | $2.4M | $2.9M | 1.62% | -33 | 2026-03-31 |
| 14 | T | AT&T INC | 83.1K | $2.4M | $1.9M | 1.08% | -164 | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 8.2K | $2.3M | $2.9M | 1.64% | -115 | 2026-03-31 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | 9.0K | $2.2M | $2.0M | 1.13% | -28 | 2026-03-31 |
| 17 | BBHY | J P MORGAN EXCHANGE TRADED F | 46.7K | $2.1M | $2.1M | 1.20% | +668 | 2026-03-31 |
| 18 | AUSF | GLOBAL X FDS | 44.2K | $2.1M | $2.3M | 1.28% | +37.2K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 10.1K | $2.1M | $2.7M | 1.54% | +86 | 2026-03-31 |
| 20 | PFFA | ETFIS SER TR I | 103.3K | $2.1M | $2.1M | 1.19% | +37.2K | 2026-03-31 |
| 21 | GCOW | PACER FDS TR | 45.3K | $2.1M | $2.1M | 1.18% | +326 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 7.9K | $1.9M | $2.0M | 1.14% | +12 | 2026-03-31 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 35.6K | $1.8M | $1.7M | 0.94% | +2.4K | 2026-03-31 |
| 24 | SGOL | ETFS GOLD TR | 39.5K | $1.8M | $1.5M | 0.85% | -8,684 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO. | 5.9K | $1.7M | $2.1M | 1.17% | +16 | 2026-03-31 |
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