Investment Partners Asset Management, Inc. - Portfolio overview

Investment Partners Asset Management, Inc. has 179 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.13%
2. JEPI - J P MORGAN EXCHANGE TRADED F, 3.54%
3. PFFV - GLOBAL X FDS, 3.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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