Investment Partners Asset Management, Inc.

Est. AUM

$162.0M

13F long equity, this entity only

Positions

163

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$8.9M	35058	5.49%	SOLE
2	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.1M	108266	3.79%	SOLE
3	GLOBAL X FDS	RATE PREFERRED	$5.5M	253685	3.42%	SOLE
4	ALPHABET INC	CAP STK CL A	$4.9M	17179	3.05%	SOLE
5	MICROSOFT CORP	COM	$4.7M	12789	2.92%	SOLE
6	NVIDIA CORPORATION	COM	$4.3M	24383	2.63%	SOLE
7	PIMCO ETF TR	MULTISECTOR BD	$4.0M	153426	2.48%	SOLE
8	NEOS ETF TRUST	NEOS S&P 500 HI	$3.6M	72416	2.21%	SOLE
9	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.3M	60009	2.06%	SOLE
10	ISHARES TR	0-5 YR TIPS ETF	$2.8M	27524	1.76%	SOLE
11	META PLATFORMS INC	CL A	$2.6M	4533	1.60%	SOLE
12	GOLDMAN SACHS GROUP INC	COM	$2.5M	2961	1.55%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$2.4M	4203	1.50%	SOLE
14	AT&T INC	COM	$2.4M	83064	1.49%	SOLE
15	ALPHABET INC	CAP STK CL C	$2.3M	8180	1.45%	SOLE
16	INTERNATIONAL BUSINESS MACHS	COM	$2.2M	9006	1.35%	SOLE
17	J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$2.1M	46724	1.32%	SOLE
18	GLOBAL X FDS	ADAPTIVE US	$2.1M	44212	1.32%	SOLE
19	AMAZON COM INC	COM	$2.1M	10106	1.30%	SOLE
20	ETFIS SER TR I	VIRTUS INFRCAP	$2.1M	103258	1.30%	SOLE
21	PACER FDS TR	GLOBL CASH ETF	$2.1M	45250	1.29%	SOLE
22	JOHNSON & JOHNSON	COM	$1.9M	7921	1.20%	SOLE
23	VERIZON COMMUNICATIONS INC	COM	$1.8M	35623	1.10%	SOLE
24	ETFS GOLD TR	PHYSCL GOLD SHS	$1.8M	39463	1.09%	SOLE
25	JPMORGAN CHASE & CO.	COM	$1.7M	5906	1.07%	SOLE
26	PACER FDS TR	US CASH COWS 100	$1.7M	27710	1.07%	SOLE
27	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.7M	33963	1.04%	SOLE
28	BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.6M	39661	0.98%	SOLE
29	INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.5M	24053	0.94%	SOLE
30	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.4M	28405	0.89%	SOLE
31	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.4M	74885	0.88%	SOLE
32	SPDR S&P 500 ETF TR	TR UNIT	$1.3M	2034	0.82%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2740	0.81%	SOLE
34	J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$1.3M	23872	0.78%	SOLE
35	ISHARES TR	CORE DIV GRWTH	$1.2M	17799	0.77%	SOLE
36	ELI LILLY & CO	COM	$1.2M	1304	0.74%	SOLE
37	VANECK ETF TRUST	BDC INCOME ETF	$1.2M	93347	0.74%	SOLE
38	PALO ALTO NETWORKS INC	COM	$1.2M	7277	0.72%	SOLE
39	PACER FDS TR	DEVELOPED MRKT	$1.2M	27252	0.71%	SOLE
40	MICRON TECHNOLOGY INC	COM	$1.1M	3349	0.70%	SOLE
41	ISHARES INC	MSCI EMERG MRKT	$1.1M	16941	0.68%	SOLE
42	QUALCOMM INC	COM	$1.1M	8339	0.66%	SOLE
43	CISCO SYS INC	COM	$1.0M	13202	0.63%	SOLE
44	VISA INC	COM CL A	$1.0M	3383	0.63%	SOLE
45	SOUTHERN CO	COM	$969K	10036	0.60%	SOLE
46	WHEATON PRECIOUS METALS CORP	COM	$961K	7333	0.59%	SOLE
47	COCA COLA CO	COM	$942K	12388	0.58%	SOLE
48	ASML HOLDING N V	N Y REGISTRY SHS	$935K	708	0.58%	SOLE
49	ARES CAPITAL CORP	COM	$913K	50647	0.56%	SOLE
50	BROADCOM INC	COM	$912K	2947	0.56%	SOLE

1–50 of 163

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.