Universe · entity
Investment Partners Asset Management, Inc.
Institutional manager (13F) · CIK 1384416
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $111M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $9M | 35,058 |
| 2 | J P MORGAN EXCHANGE TRADED F | $6M | 108,266 |
| 3 | GLOBAL X FDS | $6M | 253,685 |
| 4 | ALPHABET INC | $5M | 17,179 |
| 5 | MICROSOFT CORP | $5M | 12,789 |
| 6 | NVIDIA CORPORATION | $4M | 24,383 |
| 7 | PIMCO ETF TR | $4M | 153,426 |
| 8 | NEOS ETF TRUST | $4M | 72,416 |
| 9 | J P MORGAN EXCHANGE TRADED F | $3M | 60,009 |
| 10 | ISHARES TR | $3M | 27,524 |
| 11 | META PLATFORMS INC | $3M | 4,533 |
| 12 | GOLDMAN SACHS GROUP INC | $3M | 2,961 |
| 13 | INVESCO QQQ TR | $2M | 4,203 |
| 14 | AT&T INC | $2M | 83,064 |
| 15 | ALPHABET INC | $2M | 8,180 |
| 16 | INTERNATIONAL BUSINESS MACHS | $2M | 9,006 |
| 17 | J P MORGAN EXCHANGE TRADED F | $2M | 46,724 |
| 18 | GLOBAL X FDS | $2M | 44,212 |
| 19 | AMAZON COM INC | $2M | 10,106 |
| 20 | ETFIS SER TR I | $2M | 103,258 |
| 21 | PACER FDS TR | $2M | 45,250 |
| 22 | JOHNSON & JOHNSON | $2M | 7,921 |
| 23 | VERIZON COMMUNICATIONS INC | $2M | 35,623 |
| 24 | ETFS GOLD TR | $2M | 39,463 |
| 25 | JPMORGAN CHASE & CO. | $2M | 5,906 |
| 26 | PACER FDS TR | $2M | 27,710 |
| 27 | T ROWE PRICE ETF INC | $2M | 33,963 |
| 28 | BROOKFIELD RENEWABLE CORP | $2M | 39,661 |
| 29 | INVESCO EXCH TRADED FD TR II | $2M | 24,053 |
| 30 | MORGAN STANLEY ETF TRUST | $1M | 28,405 |
| 31 | FIRST TR EXCH TRADED FD III | $1M | 74,885 |
| 32 | SPDR S&P 500 ETF TR | $1M | 2,034 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,740 |
| 34 | J P MORGAN EXCHANGE TRADED F | $1M | 23,872 |
| 35 | ISHARES TR | $1M | 17,799 |
| 36 | ELI LILLY & CO | $1M | 1,304 |
| 37 | VANECK ETF TRUST | $1M | 93,347 |
| 38 | PALO ALTO NETWORKS INC | $1M | 7,277 |
| 39 | PACER FDS TR | $1M | 27,252 |
| 40 | MICRON TECHNOLOGY INC | $1M | 3,349 |
| 41 | ISHARES INC | $1M | 16,941 |
| 42 | QUALCOMM INC | $1M | 8,339 |
| 43 | CISCO SYS INC | $1M | 13,202 |
| 44 | VISA INC | $1M | 3,383 |
| 45 | SOUTHERN CO | $969k | 10,036 |
| 46 | WHEATON PRECIOUS METALS CORP | $961k | 7,333 |
| 47 | COCA COLA CO | $942k | 12,388 |
| 48 | ASML HOLDING N V | $935k | 708 |
| 49 | ARES CAPITAL CORP | $913k | 50,647 |
| 50 | BROADCOM INC | $912k | 2,947 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.