INVESTMENT PARTNERS ASSET MANAGEMENT, INC.

Filed: 4/15/2025ACC: 0001384416-25-000003

📋 What this filing means

INVESTMENT PARTNERS ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $127.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

147

Positions

$127.41M

Total AUM (reported)

2.66M

Total Shares

Allocation by class

COM$54.84M43.0%

EQUITY PREMIUM$4.92M3.9%

RATE PREFERRED$3.95M3.1%

S&P 500 COVERED$3.12M2.5%

CAP STK CL A$2.71M2.1%

CL A$2.61M2.0%

NASDAQ 100 COVER$2.20M1.7%

Portfolio Concentration

Top 3$17.72M13.9%

4–10$19.77M15.5%

11–25$25.89M20.3%

Rest$64.02M50.2%

Top 3 weight

13.9%

Top 10 weight

29.4%

Voting Authority Distribution

Total shares with voting rights: 2.66M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

581.36K

% of voting shares21.8%

None

No voting authority

2.08M

% of voting shares78.2%

Investment Discretion (by position count)

Sole147

Shared0

Other0

Dominant voting typeNone · 78.2% of voting shares

Institutional Holdings147

Rows:

APPLE INC

SOLE

COM

Shares36.34K

TypeSH

Market value$8.07M

6.34%

Sole

0.00

Shared

2.47K

None

33.87K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares86.19K

TypeSH

Market value$4.92M

3.87%

Sole

0.00

Shared

21.21K

None

64.98K

MICROSOFT CORP

SOLE

COM

Shares12.60K

TypeSH

Market value$4.73M

3.71%

Sole

0.00

Shared

883.00

None

11.71K

GLOBAL X FDS

SOLE

RATE PREFERRED

Shares166.86K

TypeSH

Market value$3.95M

3.10%

Sole

0.00

Shared

38.08K

None

128.79K

GLOBAL X FDS

SOLE

S&P 500 COVERED

Shares79.09K

TypeSH

Market value$3.12M

2.45%

Sole

0.00

Shared

24.20K

None

54.89K

NVIDIA CORPORATION

SOLE

COM

Shares25.36K

TypeSH

Market value$2.75M

2.16%

Sole

0.00

Shared

4.86K

None

20.50K

ALPHABET INC

SOLE

CAP STK CL A

Shares17.53K

TypeSH

Market value$2.71M

2.13%

Sole

0.00

Shared

2.23K

None

15.31K

META PLATFORMS INC

SOLE

CL A

Shares4.52K

TypeSH

Market value$2.61M

2.05%

Sole

0.00

Shared

669.00

None

3.85K

AT&T INC

SOLE

COM

Shares84.35K

TypeSH

Market value$2.39M

1.87%

Sole

0.00

Shared

22.32K

None

62.04K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares9.05K

TypeSH

Market value$2.25M

1.77%

Sole

0.00

Shared

2.18K

None

6.87K

GLOBAL X FDS

SOLE

NASDAQ 100 COVER

Shares132.11K

TypeSH

Market value$2.20M

1.72%

Sole

0.00

Shared

39.83K

None

92.28K

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDERS USD

Shares46.23K

TypeSH

Market value$2.13M

1.67%

Sole

0.00

Shared

15.37K

None

30.86K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares77.94K

TypeSH

Market value$2.05M

1.61%

Sole

0.00

Shared

498.00

None

77.44K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares4.12K

TypeSH

Market value$1.93M

1.52%

Sole

0.00

Shared

678.00

None

3.45K

AMAZON COM INC

SOLE

COM

Shares10.14K

TypeSH

Market value$1.93M

1.51%

Sole

0.00

Shared

1.62K

None

8.52K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares18.52K

TypeSH

Market value$1.92M

1.50%

Sole

0.00

Shared

6.55K

None

11.97K

VANECK ETF TRUST

SOLE

BDC INCOME ETF

Shares104.24K

TypeSH

Market value$1.75M

1.37%

Sole

0.00

Shared

22.35K

None

81.89K

GOLDMAN SACHS GROUP INC

SOLE

COM

Shares3.05K

TypeSH

Market value$1.67M

1.31%

Sole

0.00

Shared

485.00

None

2.57K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares34.95K

TypeSH

Market value$1.59M

1.24%

Sole

0.00

Shared

7.54K

None

27.41K

BROOKFIELD RENEWABLE CORP

SOLE

CL A EX SUB VTG

Shares54.59K

TypeSH

Market value$1.52M

1.20%

Sole

0.00

Shared

12.49K

None

42.10K

PACER FDS TR

SOLE

GLOBL CASH ETF

Shares41.02K

TypeSH

Market value$1.52M

1.19%

Sole

0.00

Shared

9.52K

None

31.50K

PACER FDS TR

SOLE

US CASH COWS 100

Shares27.31K

TypeSH

Market value$1.50M

1.17%

Sole

0.00

Shared

4.85K

None

22.46K

ETFS GOLD TR

SOLE

PHYSCL GOLD SHS

Shares47.54K

TypeSH

Market value$1.42M

1.11%

Sole

0.00

Shared

14.03K

None

33.51K

ALPHABET INC

SOLE

CAP STK CL C

Shares8.93K

TypeSH

Market value$1.39M

1.09%

Sole

0.00

Shared

140.00

None

8.79K

JPMORGAN CHASE & CO.

SOLE

COM

Shares5.64K

TypeSH

Market value$1.38M

1.09%

Sole

0.00

Shared

50.00

None

5.59K

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
APPLE INCSOLE	COM	36.34K	SH	$8.07M 6.34%	2.47K	33.87K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	86.19K	SH	$4.92M 3.87%	21.21K	64.98K
MICROSOFT CORPSOLE	COM	12.60K	SH	$4.73M 3.71%	883.00	11.71K
GLOBAL X FDSSOLE	RATE PREFERRED	166.86K	SH	$3.95M 3.10%	38.08K	128.79K
GLOBAL X FDSSOLE	S&P 500 COVERED	79.09K	SH	$3.12M 2.45%	24.20K	54.89K
NVIDIA CORPORATIONSOLE	COM	25.36K	SH	$2.75M 2.16%	4.86K	20.50K
ALPHABET INCSOLE	CAP STK CL A	17.53K	SH	$2.71M 2.13%	2.23K	15.31K
META PLATFORMS INCSOLE	CL A	4.52K	SH	$2.61M 2.05%	669.00	3.85K
AT&T INCSOLE	COM	84.35K	SH	$2.39M 1.87%	22.32K	62.04K
INTERNATIONAL BUSINESS MACHSSOLE	COM	9.05K	SH	$2.25M 1.77%	2.18K	6.87K
GLOBAL X FDSSOLE	NASDAQ 100 COVER	132.11K	SH	$2.20M 1.72%	39.83K	92.28K
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDERS USD	46.23K	SH	$2.13M 1.67%	15.37K	30.86K
PIMCO ETF TRSOLE	MULTISECTOR BD	77.94K	SH	$2.05M 1.61%	498.00	77.44K
INVESCO QQQ TRSOLE	UNIT SER 1	4.12K	SH	$1.93M 1.52%	678.00	3.45K
AMAZON COM INCSOLE	COM	10.14K	SH	$1.93M 1.51%	1.62K	8.52K
ISHARES TRSOLE	0-5 YR TIPS ETF	18.52K	SH	$1.92M 1.50%	6.55K	11.97K
VANECK ETF TRUSTSOLE	BDC INCOME ETF	104.24K	SH	$1.75M 1.37%	22.35K	81.89K
GOLDMAN SACHS GROUP INCSOLE	COM	3.05K	SH	$1.67M 1.31%	485.00	2.57K
VERIZON COMMUNICATIONS INCSOLE	COM	34.95K	SH	$1.59M 1.24%	7.54K	27.41K
BROOKFIELD RENEWABLE CORPSOLE	CL A EX SUB VTG	54.59K	SH	$1.52M 1.20%	12.49K	42.10K
PACER FDS TRSOLE	GLOBL CASH ETF	41.02K	SH	$1.52M 1.19%	9.52K	31.50K
PACER FDS TRSOLE	US CASH COWS 100	27.31K	SH	$1.50M 1.17%	4.85K	22.46K
ETFS GOLD TRSOLE	PHYSCL GOLD SHS	47.54K	SH	$1.42M 1.11%	14.03K	33.51K
ALPHABET INCSOLE	CAP STK CL C	8.93K	SH	$1.39M 1.09%	140.00	8.79K
JPMORGAN CHASE & CO.SOLE	COM	5.64K	SH	$1.38M 1.09%	50.00	5.59K

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