Investment Partners Asset Management, Inc.

13F filer, CIK 1384416, METUCHEN, NJ

Investment Partners Asset Management, Inc. reported $127,409,042 across 150 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-30. Its ten largest share positions make up 31.27% of the portfolio.

Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001384416-25-000001

Period: 2024-12-31
Reported value: $127M
Holdings: 150
Top 10 weight: 31.27%
New: 13
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PYLDnew	+62,451	$1.62M
BEPCnew	+49,617	$1.37M
SCHFadded	+21,065	$390K
SCHDadded	+13,190	$360K
LRCXnew	+4,147	$300K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BROOKFIELD RENEWABLE COR-Aexited	-46,009	-$1.5M
LAM RESEARCH CORPexited	-402	-$328K
RYLDreduced	-19,696	-$322K
ISRGexited	-433	-$213K
VYMIexited	-2,803	-$206K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001384416-25-000001, largest first. % of portfolio is the value over $127,409,042, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	36,676	$9.18M	7.21%	-81	Timeline
MSFTMICROSOFT CORP	12,745	$5.37M	4.22%	+245	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	85,148	$4.9M	3.84%	+1,325	Timeline
PFFVGLOBAL X FDS	159,030	$3.75M	2.94%	+6,737	Timeline
GOOGLALPHABET INC	17,293	$3.27M	2.57%	+512	Timeline
XYLDGLOBAL X FDS	77,516	$3.25M	2.55%	+1,843	Timeline
NVDANVIDIA CORPORATION	22,833	$3.07M	2.41%	-1,435	Timeline
METAMETA PLATFORMS INC	4,384	$2.57M	2.01%	-84	Timeline
QYLDGLOBAL X FDS	127,487	$2.32M	1.82%	-279	Timeline
BBHYJ P MORGAN EXCHANGE TRADED F	46,759	$2.15M	1.69%	+107	Timeline
AMZNAMAZON COM INC	9,224	$2.02M	1.59%	+12	Timeline
IBMINTERNATIONAL BUSINESS MACHS	9,092	$2M	1.57%	+221	Timeline
TAT&T INC	85,128	$1.94M	1.52%	0	Timeline
STIPISHARES TR	17,337	$1.74M	1.37%	+581	Timeline
GSGOLDMAN SACHS GROUP INC	3,045	$1.74M	1.37%	0	Timeline
BIZDVANECK ETF TRUST	104,039	$1.73M	1.36%	+2,817	Timeline
COWZPACER FDS TR	30,582	$1.73M	1.36%	+1,489	Timeline
GOOGALPHABET INC	8,843	$1.68M	1.32%	-7	Timeline
QQQINVESCO QQQ TR	3,186	$1.63M	1.28%	-54	Timeline
PYLDPIMCO ETF TR	62,451	$1.62M	1.27%	new	Timeline
GCOWPACER FDS TR	43,348	$1.46M	1.15%	+4,567	Timeline
ORCLORACLE CORP	8,698	$1.45M	1.14%	+1,143	Timeline
BXBLACKSTONE INC	8,237	$1.42M	1.11%	-483	Timeline
VZVERIZON COMMUNICATIONS INC	35,370	$1.41M	1.11%	-641	Timeline
GSBDGOLDMAN SACHS BDC INC	114,691	$1.39M	1.09%	+12,081	Timeline
BEPCBROOKFIELD RENEWABLE CORP	49,617	$1.37M	1.08%	new	Timeline
JPMJPMORGAN CHASE & CO	5,538	$1.33M	1.04%	+572	Timeline
MRKMERCK & CO INC	11,798	$1.17M	0.92%	+716	Timeline
EEMVISHARES INC	19,870	$1.15M	0.9%	-117	Timeline
CRMSALESFORCE INC	3,444	$1.15M	0.9%	-2	Timeline
SGOLETFS GOLD TR	44,209	$1.11M	0.87%	+101	Timeline
XAGDXABRDN GLOBAL DYNAMIC DIVIDEN	109,806	$1.08M	0.84%	-1,735	Timeline
VVISA INC	3,344	$1.06M	0.83%	+363	Timeline
JNJJOHNSON & JOHNSON	7,104	$1.03M	0.81%	-268	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,736	$1.02M	0.8%	+110	Timeline
ICOWPACER FDS TR	34,413	$1M	0.79%	+2,767	Timeline
KMIKINDER MORGAN INC DEL	34,530	$946K	0.74%	+1,124	Timeline
XMLVINVESCO EXCH TRADED FD TR II	15,012	$913K	0.72%	+394	Timeline
IGRCBRE GBL REAL ESTATE INC FD	189,621	$912K	0.72%	-2,742	Timeline
QCOMQUALCOMM INC	5,928	$911K	0.71%	-98	Timeline
CSCOCISCO SYS INC	14,807	$877K	0.69%	+2	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,919	$870K	0.68%	+1	Timeline
SOSOUTHERN CO	10,270	$845K	0.66%	-125	Timeline
USMVISHARES TR	9,309	$827K	0.65%	+137	Timeline
AVGOBROADCOM INC	3,560	$825K	0.65%	-10	Timeline
RYLDGLOBAL X FDS	49,887	$815K	0.64%	-19,696	Timeline
SHVISHARES TR	7,330	$807K	0.63%	-170	Timeline
SCHFSCHWAB STRATEGIC TR	42,810	$792K	0.62%	+21,065	Timeline
COSTCOSTCO WHOLESALE CORPORATION	838	$768K	0.6%	0	Timeline
IWMISHARES TR	3,449	$762K	0.6%	+13	Timeline
XLFSELECT SECTOR SPDR TR	14,569	$704K	0.55%	-25	Timeline
MSTRSTRATEGY INC	2,369	$686K	0.54%	-231	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	12,754	$642K	0.5%	-40	Timeline
HDVISHARES TR	5,678	$637K	0.5%	+146	Timeline
XOMEXXON MOBIL CORP	5,885	$633K	0.5%	0	Timeline
BXSLBLACKSTONE SECD LENDING FD	19,329	$625K	0.49%	+1,024	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	12,375	$621K	0.49%	0	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	7,010	$616K	0.48%	-807	Timeline
SCHCSCHWAB STRATEGIC TR	17,722	$608K	0.48%	+650	Timeline
PEPPEPSICO INC	3,978	$605K	0.47%	+431	Timeline
ACNACCENTURE PLC IRELAND	1,719	$605K	0.47%	+85	Timeline
DGROISHARES TR	9,853	$604K	0.47%	+730	Timeline
WPMWHEATON PRECIOUS METALS CORP	10,738	$604K	0.47%	-65	Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES	17,543	$598K	0.47%	-230
ADPAUTOMATIC DATA PROCESSING IN	2,001	$586K	0.46%	-40	Timeline
XLKSELECT SECTOR SPDR TR	2,514	$585K	0.46%	0	Timeline
SCHDSCHWAB STRATEGIC TR	21,348	$583K	0.46%	+13,190	Timeline
GSKGSK PLC	16,802	$568K	0.45%	+1,243	Timeline
DESWISDOMTREE TR	16,017	$550K	0.43%	+70	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,498	$537K	0.42%	0	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	38,059	$532K	0.42%	-3,432	Timeline
XLVSELECT SECTOR SPDR TR	3,869	$532K	0.42%	-500	Timeline
UTFCOHEN & STEERS INFRASTRUCTUR	21,640	$520K	0.41%	-213	Timeline
PANWPALO ALTO NETWORKS INC	2,844	$517K	0.41%	+1,430	Timeline
CPRJCALAMOS ETF TR	20,261	$516K	0.41%	0	Timeline
GLDSPDR GOLD TR	2,080	$504K	0.4%	-81	Timeline
AMDADVANCED MICRO DEVICES INC	4,083	$493K	0.39%	+1,164	Timeline
KOCOCA COLA CO	7,748	$482K	0.38%	+792	Timeline
WMTWALMART INC	5,328	$481K	0.38%	-409	Timeline
ISDPGIM HIGH YIELD BOND FUND IN	35,100	$480K	0.38%	0	Timeline
CVXCHEVRON CORPORATION	3,219	$466K	0.37%	+805	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	7,709	$465K	0.36%	0	Timeline
HACKAMPLIFY ETF TR	6,208	$462K	0.36%	+1,575	Timeline
GEGE AEROSPACE	2,752	$459K	0.36%	0	Timeline
PGPROCTER & GAMBLE CO	2,733	$458K	0.36%	+485	Timeline
PAVEGLOBAL X FDS	11,331	$458K	0.36%	-362	Timeline
MUMICRON TECHNOLOGY INC	5,371	$452K	0.35%	0	Timeline
DUKDUKE ENERGY CORP NEW	4,178	$450K	0.35%	0	Timeline
ITAISHARES TR	3,032	$441K	0.35%	+370	Timeline
MCDMCDONALDS CORP	1,508	$437K	0.34%	+8	Timeline
DIASTATE STR SPDR DOW JONES IND	1,001	$426K	0.33%	+5	Timeline
RYLGGLOBAL X FDS	18,756	$423K	0.33%	+8,825	Timeline
PPLIPEOPLE INC	9,750	$421K	0.33%	-614	Timeline
WMBWILLIAMS COS INC	7,527	$407K	0.32%	0	Timeline
ABBVABBVIE INC	2,285	$406K	0.32%	0	Timeline
VOVANGUARD INDEX FDS	1,522	$402K	0.32%	-102	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	48,215	$399K	0.31%	-2,696	Timeline
FTNTFORTINET INC	4,217	$398K	0.31%	-102	Timeline
WRBBERKLEY W R CORP	6,750	$395K	0.31%	0	Timeline
MELIMERCADOLIBRE INC	232	$395K	0.31%	0	Timeline
ADIANALOG DEVICES INC	1,855	$394K	0.31%	0	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	8,454	$386K	0.3%	-260	Timeline
PPHVANECK ETF TRUST	4,306	$372K	0.29%	-20	Timeline
GBILGOLDMAN SACHS ETF TR	3,674	$367K	0.29%	+961	Timeline
IBITISHARES BITCOIN TRUST ETF	6,883	$365K	0.29%	+690	Timeline
IJRISHARES TR	3,111	$358K	0.28%	0	Timeline
BCXBLACKROCK RES & COMMODITIES	41,769	$357K	0.28%	-2,363	Timeline
ACWVISHARES INC	3,228	$352K	0.28%	0	Timeline
BKNGBOOKING HOLDINGS INC	67	$333K	0.26%	0	Timeline
HEDJWISDOMTREE TR	7,406	$324K	0.25%	0	Timeline
WSMWILLIAMS SONOMA INC	1,720	$319K	0.25%	-3	Timeline
ADBEADOBE INC	715	$318K	0.25%	+108	Timeline
LRCXLAM RESEARCH CORP	4,147	$300K	0.24%	new	Timeline
CPNJCALAMOS ETF TR	11,766	$293K	0.23%	0	Timeline
CEETHE CENTRAL AND EASTERN EU I	26,354	$288K	0.23%	0	Timeline
CBCHUBB LIMITED	1,021	$282K	0.22%	+210	Timeline
XBISPDR SERIES TRUST	3,132	$282K	0.22%	+210	Timeline
VEEVVEEVA SYS INC	1,315	$276K	0.22%	0	Timeline
LULULULULEMON ATHLETICA INC	720	$275K	0.22%	new	Timeline
SYKSTRYKER CORPORATION	720	$259K	0.2%	+15	Timeline
GNRCGENERAC HLDGS INC	1,670	$259K	0.2%	-73	Timeline
IVWISHARES TR	2,517	$256K	0.2%	0	Timeline
DDOMINION ENERGY INC	4,729	$255K	0.2%	0	Timeline
MSMORGAN STANLEY	2,013	$253K	0.2%	0	Timeline
CNXCNX RES CORP	6,866	$252K	0.2%	0	Timeline
EWGISHARES INC	7,542	$240K	0.19%	0	Timeline
CGCARLYLE GROUP INC	4,696	$237K	0.19%	0	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	11,427	$230K	0.18%	0	Timeline
IVEISHARES TR	1,200	$229K	0.18%	0	Timeline
SPLVINVESCO EXCH TRADED FD TR II	3,253	$228K	0.18%	0	Timeline
XLISELECT SECTOR SPDR TR	1,704	$225K	0.18%	0	Timeline
LQDWISHARES TR	8,546	$225K	0.18%	new	Timeline
VUGVANGUARD INDEX FDS	543	$223K	0.17%	0	Timeline
FISVFISERV INC	1,067	$219K	0.17%	new	Timeline
IBBISHARES TR	1,645	$217K	0.17%	-185	Timeline
ASMLASML HLDG NV	306	$212K	0.17%	new	Timeline
GEVGE VERNOVA INC	631	$208K	0.16%	new	Timeline
HONHONEYWELL INTL INC	917	$207K	0.16%	new	Timeline
SMAXISHARES TR	8,122	$205K	0.16%	new	Timeline
VOOVANGUARD INDEX FDS	375	$202K	0.16%	new	Timeline
YMAXTIDAL TRUST II	11,175	$189K	0.15%	new	Timeline
CIMCHIMERA INVT CORP	13,099	$183K	0.14%	new	Timeline
AMXAMERICA MOVIL SAB DE CV	12,247	$175K	0.14%	0	Timeline
NFJVIRTUS DIVIDEND INTEREST & P	12,041	$152K	0.12%	0	Timeline
Sandstorm Gold LtdSandstorm Gold Ltd	21,964	$123K	0.1%	+1,000
ICLNISHARES TR	10,678	$122K	0.1%	0	Timeline
ZYXIQZYNEX, INC. COMMON STOCK (NV)	12,942	$104K	0.08%	+1,220	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	12,184	$99.5K	0.08%	0	Timeline
DNPDNP SELECT INCOME FD INC	10,000	$88.2K	0.07%	0	Timeline
XBGYXBLACKROCK ENHANCED INTL DIV	13,291	$70.6K	0.06%	-243	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BROOKFIELD RENEWABLE COR-ABROOKFIELD RENEWABLE COR-A	46,009	$1.5M	shares
LAM RESEARCH CORPLAM RESEARCH CORP	402	$328K	shares
ISRGINTUITIVE SURGICAL INC	433	$213K	shares
VYMIVANGUARD WHITEHALL FDS	2,803	$206K	shares
AAGILENT TECHNOLOGIES INC	1,360	$202K	shares
BITFBITFARMS LTD	10,000	$21.1K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001384416-25-000001	base		2025-01-30	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC