Investment Partners Asset Management, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Oct 24, 2024
Value $: $122M
Signature - Title: Gregg Abella - Chief Compliance Officer
Location: Metuchen, NJ
Summary: This page shows a list of all the recent 13F filings made by Investment Partners Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Partners Asset Management, Inc. reported 143 stock holdings with total value $122M as of Q3 2024. Top holdings included AAPL, MSFT, JEPI, PFFV, and XYLD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	143	$122M	+$6.25M	-$1.56M	+$4.7M	AAPL, MSFT, JEPI, PFFV, XYLD	13F-HR	10/24/2024, 02:41 PM
Q2 2024	133	$112M	+$4.4M	-$2.86M	+$1.54M	AAPL, MSFT, JEPI, PFFV, GOOGL	13F-HR	7/8/2024, 06:25 PM
Q1 2024	138	$111M	+$5.91M	-$2.42M	+$3.49M	AAPL, MSFT, JEPI, PFFV, XYLD	13F-HR	4/15/2024, 01:33 PM
Q4 2023	126	$101M	$0	$0		AAPL, MSFT, JEPI, XYLD, PFFV	13F-HR	1/25/2024, 03:34 PM