CIK 1384416
Investment Partners Asset Management, Inc.
Institutional 13F holdings & portfolio
Holdings
159
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 159
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWM | ISHARES TR | 4K | $500K+ | SH |
| SO | SOUTHERN CO | 10K | $500K+ | SH |
| KO | COCA COLA CO | 12K | $500K+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 44K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 186K | $500K+ | SH |
| ASML | ASML HOLDING N V | 712 | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| USMV | ISHARES TR | 8K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 27K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| HDV | ISHARES TR | 6K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 777 | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| DES | WISDOMTREE TR | 19K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| ITA | ISHARES TR | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 12K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 17K | $500K+ | SH |
| GSK | GSK PLC | 12K | $500K+ | SH |
| SHV | ISHARES TR | 5K | $500K+ | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 24K | $500K+ | SH |
| CPRJ | CALAMOS ETF TR | 21K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 5K | $500K+ | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 37K | $500K+ | SH |
| GEV | GE VERNOVA INC | 807 | $500K+ | SH |
| PAVE | GLOBAL X FDS | 11K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| ISD | PGIM HIGH YIELD BOND FUND IN | 35K | $500K+ | SH |
| ADBE | ADOBE INC | 1K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 9K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 6K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 7K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 229 | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 47K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 9K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| FTNT | FORTINET INC | 5K | $100K–$500K | SH |