Investment Partners Asset Management, Inc. Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$160.6M

Holdings

159

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (159 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	35,183	$9.6M	5.95%
2	MSFTMICROSOFT CORP	12,524	$6.1M	3.77%
3	JEPIJ P MORGAN EXCHANGE TRADED F	104,990	$6.0M	3.74%
4	GOOGLALPHABET INC	17,429	$5.5M	3.40%
5	PFFVGLOBAL X FDS	234,301	$5.2M	3.24%
6	NVDANVIDIA CORPORATION	24,304	$4.5M	2.82%
7	SPYINEOS ETF TRUST	70,535	$3.7M	2.31%
8	PYLDPIMCO ETF TR	134,465	$3.6M	2.23%
9	JEPQJ P MORGAN EXCHANGE TRADED F	54,324	$3.2M	1.97%
10	METAMETA PLATFORMS INC	4,487	$3.0M	1.84%
11	STIPISHARES TR	26,606	$2.7M	1.70%
12	IBMINTERNATIONAL BUSINESS MACHS	9,034	$2.7M	1.67%
13	GSGOLDMAN SACHS GROUP INC	3,037	$2.7M	1.66%
14	NDQINVESCO QQQ TR	4,236	$2.6M	1.62%
15	GOOGALPHABET INC	8,295	$2.6M	1.62%
16	AMZNAMAZON COM INC	10,020	$2.3M	1.44%
17	BBHYJ P MORGAN EXCHANGE TRADED F	46,056	$2.1M	1.33%
18	TAT&T INC	83,228	$2.1M	1.29%
19	SGOLETFS GOLD TR	48,147	$2.0M	1.23%
20	JPMJPMORGAN CHASE & CO.	5,890	$1.9M	1.18%
21	GCOWPACER FDS TR	44,924	$1.9M	1.15%
22	ORCLORACLE CORP	8,847	$1.7M	1.07%
23	COWZPACER FDS TR	28,449	$1.7M	1.07%
24	JNJJOHNSON & JOHNSON	7,909	$1.6M	1.02%
25	BEPCBROOKFIELD RENEWABLE CORP	41,263	$1.6M	0.98%
26	PFFAETFIS SER TR I	66,076	$1.4M	0.89%
27	TBUXT ROWE PRICE ETF INC	28,308	$1.4M	0.88%
28	SPYSPDR S&P 500 ETF TR	2,046	$1.4M	0.87%
29	BRK/BBERKSHIRE HATHAWAY INC DEL	2,718	$1.4M	0.85%
30	QCOMQUALCOMM INC	7,962	$1.4M	0.85%
31	BACVERIZON COMMUNICATIONS INC	33,187	$1.4M	0.84%
32	LLYELI LILLY & CO	1,252	$1.3M	0.84%
33	BIZDVANECK ETF TRUST	94,373	$1.3M	0.83%
34	ARCCARES CAPITAL CORP	64,976	$1.3M	0.82%
35	HOLAJ P MORGAN EXCHANGE TRADED F	23,508	$1.2M	0.76%
36	WPMWHEATON PRECIOUS METALS CORP	10,241	$1.2M	0.75%
37	BXBLACKSTONE INC	7,719	$1.2M	0.74%
38	VVISA INC	3,337	$1.2M	0.73%
39	DGROISHARES TR	16,463	$1.1M	0.71%
40	EEMVISHARES INC	16,833	$1.1M	0.67%
41	EVTRMORGAN STANLEY ETF TRUST	20,765	$1.1M	0.67%
42	ICOWPACER FDS TR	27,402	$1.1M	0.66%
43	XMLVINVESCO EXCH TRADED FD TR II	16,839	$1.1M	0.65%
44	AVGOBROADCOM INC	2,981	$1.0M	0.64%
45	MUMICRON TECHNOLOGY INC	3,600	$1.0M	0.64%
46	CRMSALESFORCE INC	3,848	$1.0M	0.63%
47	CSCOCISCO SYS INC	13,204	$1.0M	0.63%
48	BXSLBLACKSTONE SECD LENDING FD	37,028	$974K	0.61%
49	XAGDXABRDN GLOBAL DYNAMIC DIVIDEN	82,605	$963K	0.60%
50	GEGE AEROSPACE	2,963	$912K	0.57%
51	IWMISHARES TR	3,625	$892K	0.56%
52	SOSOUTHERN CO	10,144	$884K	0.55%
53	KOCOCA COLA CO	12,346	$863K	0.54%
54	FPEIFIRST TR EXCH TRADED FD III	43,659	$846K	0.53%
55	XLFSELECT SECTOR SPDR TR	15,347	$840K	0.52%
56	SCHCSCHWAB STRATEGIC TR	18,377	$836K	0.52%
57	IGRCBRE GBL REAL ESTATE INC FD	185,603	$812K	0.51%
58	ASMLASML HOLDING N V	712	$761K	0.47%
59	XLKSELECT SECTOR SPDR TR	5,215	$750K	0.47%
60	USMVISHARES TR	7,962	$749K	0.47%
61	JPSTJ P MORGAN EXCHANGE TRADED F	14,713	$744K	0.46%
62	KMIKINDER MORGAN INC DEL	26,748	$735K	0.46%
63	LRCXLAM RESEARCH CORP	4,255	$728K	0.45%
64	ACNACCENTURE PLC IRELAND	2,646	$709K	0.44%
65	GQ9SPDR GOLD TR	1,748	$692K	0.43%
66	HDVISHARES TR	5,549	$674K	0.42%
67	COSTCOSTCO WHSL CORP NEW	777	$670K	0.42%
68	XOMEXXON MOBIL CORP	5,472	$658K	0.41%
69	DESWISDOMTREE TR	19,354	$647K	0.40%
70	PEPPEPSICO INC	4,411	$633K	0.39%
71	ITA*ISHARES TR	2,942	$631K	0.39%
72	PANWPALO ALTO NETWORKS INC	3,328	$613K	0.38%
73	XLVSELECT SECTOR SPDR TR	3,944	$610K	0.38%
74	KNGFIRST TR EXCHANGE-TRADED FD	12,350	$607K	0.38%
75	WMTWALMART INC	5,427	$604K	0.38%
76	TPYPTORTOISE CAPITAL SERIES TRUS	17,101	$603K	0.38%
77	GSKGSK PLC	12,049	$590K	0.37%
78	SHVISHARES TR	5,275	$581K	0.36%
79	UTFCOHEN & STEERS INFRASTRUCTUR	23,600	$568K	0.35%
80	CPRJCALAMOS ETF TR	21,168	$566K	0.35%
81	GBILGOLDMAN SACHS ETF TR	5,441	$543K	0.34%
82	XBXMXNUVEEN S&P 500 BUY-WRITE INC	36,709	$539K	0.34%
83	GEVGE VERNOVA INC	807	$527K	0.33%
84	BCCCGLOBAL X FDS	10,841	$518K	0.32%
85	ADIANALOG DEVICES INC	1,907	$517K	0.32%
86	ISDPGIM HIGH YIELD BOND FUND IN	35,180	$509K	0.32%
87	ADBEADOBE INC	1,450	$507K	0.32%
88	ABBVABBVIE INC	2,201	$502K	0.31%
89	BMYBRISTOL-MYERS SQUIBB CO	9,297	$501K	0.31%
90	ADPAUTOMATIC DATA PROCESSING IN	1,940	$499K	0.31%
91	DONSPDR DOW JONES INDL AVERAGE	1,034	$496K	0.31%
92	HACKAMPLIFY ETF TR	6,158	$494K	0.31%
93	DUKDUKE ENERGY CORP NEW	4,178	$489K	0.30%
94	MCDMCDONALDS CORP	1,563	$477K	0.30%
95	WRBBERKLEY W R CORP	6,750	$473K	0.29%
96	MLB1MERCADOLIBRE INC	229	$461K	0.29%
97	BDJBLACKROCK ENHANCED EQUITY DI	47,389	$449K	0.28%
98	IBITISHARES BITCOIN TRUST ETF	8,858	$439K	0.27%
99	CBCHUBB LIMITED	1,375	$429K	0.27%
100	FTNTFORTINET INC	5,397	$428K	0.27%

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