What Investment Partners Asset Management, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1384416 · Filed Jul 24, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
AAPLApple Inc. | 34.4K | −2.0% | $9.9M | 5.5% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 114.1K | +5.4% | $6.4M | 3.6% |
| 16.9K |
| −1.6% |
| $6M |
| 3.4% |
GLOBAL X FDSRATE PREFERRED | 258.3K | +1.8% | $5.7M | 3.2% |
MSFTMicrosoft Corp | 14.1K | +9.9% | $5.2M | 2.9% |
NVDANVIDIA Corp | 24.2K | −0.7% | $4.8M | 2.7% |
PIMCO ETF TRMULTISECTOR BD | 156.1K | +1.7% | $4.1M | 2.3% |
NEOS ETF TRUSTNEOS S&P 500 HI | 72.7K | +0.4% | $3.9M | 2.1% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 59.8K | −0.3% | $3.7M | 2% |
QQQInvesco QQQ Trust, Series 1 | 4.2K | −1.0% | $3.1M | 1.7% |
ISHARES TR0-5 YR TIPS ETF | 29.7K | +8.0% | $3M | 1.7% |
GOOGAlphabet Inc. | 8K | −1.7% | $2.8M | 1.6% |
GSGoldman Sachs Group Inc | 2.8K | −6.0% | $2.8M | 1.6% |
METAMeta Platforms, Inc. | 4.7K | +3.2% | $2.6M | 1.5% |
MUMicron Technology Inc | 2.2K | −34.1% | $2.5M | 1.4% |
IBMInternational Business Machines Corp | 8.7K | −3.5% | $2.4M | 1.4% |
PANWPalo Alto Networks Inc | 7.1K | −2.5% | $2.4M | 1.3% |
AMZNAmazon Com Inc | 10.1K | −0.4% | $2.4M | 1.3% |
ETFIS SER TR IVIRTUS INFRCAP | 115K | +11.4% | $2.4M | 1.3% |
GLOBAL X FDSADAPTIVE US | 45.7K | +3.3% | $2.2M | 1.2% |
J P MORGAN EXCHANGE TRADED FBETABUILDERS USD | 48.1K | +2.9% | $2.2M | 1.2% |
JNJJohnson & Johnson | 7.9K | −0.2% | $2M | 1.1% |
PACER FDS TRGLOBL CASH ETF | 45.3K | +0.0% | $2M | 1.1% |
JPMJPMorgan Chase & Co | 5.9K | +0.1% | $1.9M | 1.1% |
PACER FDS TRUS CASH COWS 100 | 28.8K | +3.9% | $1.8M | 1% |
T ROWE PRICE ETF INCULTRA SHRT TRM | 34K | +0.1% | $1.7M | 0.9% |
LLYELI LILLY & Co | 1.4K | +8.0% | $1.7M | 0.9% |
TAT&T Inc. | 80.1K | −3.6% | $1.7M | 0.9% |
INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW | 24.7K | +2.6% | $1.6M | 0.9% |
LRCXLAM Research Corp | 3.7K | −9.1% | $1.6M | 0.9% |
ISHARES TRCORE DIV GRWTH | 21.2K | +18.9% | $1.6M | 0.9% |
FIRST TR EXCH TRADED FD IIIINSTL PFD SECS | 82.8K | +10.5% | $1.6M | 0.9% |
CSCOCisco Systems, Inc. | 13.2K | +0.0% | $1.6M | 0.9% |
VZVerizon Communications Inc | 35.8K | +0.5% | $1.5M | 0.8% |
SPYSPDR S&P 500 ETF Trust | 2K | −0.5% | $1.5M | 0.8% |
MORGAN STANLEY ETF TRUSTEATON VANCE TOTA | 29.6K | +4.2% | $1.5M | 0.8% |
BEPCBrookfield Renewable Corp | 40.1K | +1.0% | $1.5M | 0.8% |
SGOLabrdn Gold ETF Trust | 38.8K | −1.8% | $1.5M | 0.8% |
NOWServiceNow, Inc. | 14.8K | +111.1% | $1.5M | 0.8% |
ASMLASML Holding NV | 702 | −0.8% | $1.4M | 0.8% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 2.7K | −1.8% | $1.3M | 0.7% |
J P MORGAN EXCHANGE TRADED FINTL HDGD EQT LA | 23.5K | −1.4% | $1.3M | 0.7% |
VANECK ETF TRUSTBDC INCOME ETF | 95.1K | +1.9% | $1.2M | 0.7% |
VVisa Inc. | 3.3K | −2.2% | $1.1M | 0.6% |
PACER FDS TRDEVELOPED MRKT | 27.3K | ±0% | $1.1M | 0.6% |
AVGOBroadcom Inc. | 2.9K | ±0% | $1.1M | 0.6% |
QCOMQualcomm Inc | 6K | −28.5% | $1.1M | 0.6% |
GEGeneral Electric Co | 2.9K | −0.7% | $1.1M | 0.6% |
KOCoca Cola Co | 12.4K | +0.1% | $1M | 0.6% |
ARCCAres Capital Corp | 53.7K | +6.1% | $995.7K | 0.6% |
SELECT SECTOR SPDR TRSTATE STREET TEC | 5.2K | ±0% | $993.6K | 0.6% |
SOSouthern Co | 10K | +0.0% | $960.7K | 0.5% |
GEVGE Vernova Inc. | 772 | −2.4% | $907K | 0.5% |
BXBlackstone Inc. | 7.5K | ±0% | $883.2K | 0.5% |
FTNTFortinet, Inc. | 5.7K | −2.2% | $877.3K | 0.5% |
ORCLOracle Corp | 5.9K | +0.8% | $862.3K | 0.5% |
SCHWAB STRATEGIC TRINTL SCEQT ETF | 17.7K | −0.7% | $851.5K | 0.5% |
KMIKinder Morgan, Inc. | 26.4K | −0.7% | $844.8K | 0.5% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 16.7K | +4.6% | $842.5K | 0.5% |
ISHARES TRCORE HIGH DV ETF | 30.4K | +456.9% | $834.1K | 0.5% |
WPMWheaton Precious Metals Corp. | 7.3K | −0.8% | $817.5K | 0.5% |
ISHARES TREXPANDED TECH | 8.8K | −4.7% | $799.5K | 0.4% |
SELECT SECTOR SPDR TRSTATE STREET FIN | 14.9K | ±0% | $797.4K | 0.4% |
EXXON MOBIL CORPCOM | 5.8K | +8.4% | $794.8K | 0.4% |
ISHARES TRRUSSELL 2000 ETF | 2.6K | −1.5% | $792.9K | 0.4% |
WISDOMTREE TRUS SMALLCAP DIVD | 19.4K | −0.7% | $790.9K | 0.4% |
ISHARES TRMSCI USA MIN VOL | 8K | +0.0% | $772K | 0.4% |
ADIAnalog Devices Inc | 1.9K | +0.1% | $757.8K | 0.4% |
BXSLBlackstone Secured Lending Fund | 31.7K | +15.8% | $752.2K | 0.4% |
COSTCostco Wholesale Corp | 777 | −0.3% | $726.9K | 0.4% |
TORTOISE CAPITAL SERIES TRUSNORTH AMRCN PIPE | 16.9K | New | $708K | 0.4% |
UTFCohen & Steers Infrastructure Fund Inc | 25.5K | +0.7% | $704.2K | 0.4% |
IGRCBRE Global Real Estate Income Fund | 152.5K | −0.2% | $703.1K | 0.4% |
SPXXNuveen S&P 500 Dynamic Overwrite Fund | 36.4K | ±0% | $677.6K | 0.4% |
ADPAutomatic Data Processing Inc | 2.9K | −0.4% | $650.1K | 0.4% |
ISHARES TRMSCI ACWI ETF | 4.1K | −27.1% | $645.8K | 0.4% |
SELECT SECTOR SPDR TRSTATE STREET HEA | 4K | +2.5% | $641.6K | 0.4% |
ISHARES INCMSCI EMERG MRKT | 8.4K | −50.5% | $631.2K | 0.4% |
INNOVATOR ETFS TRUSTEMRGNG MKT APRIL | 18.8K | New | $619K | 0.3% |
CALAMOS ETF TRRUSSELL 2000 STR | 22K | +3.2% | $609.1K | 0.3% |
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 500 | 12K | ±0% | $605.9K | 0.3% |
CBChubb Ltd | 1.8K | −1.1% | $604.5K | 0.3% |
GLDSPDR Gold Trust | 1.6K | +0.1% | $600.1K | 0.3% |
GLOBAL X FDSUS INFR DEV ETF | 10.2K | −2.7% | $599.9K | 0.3% |
WMTWalmart Inc. | 5.2K | +0.3% | $586.4K | 0.3% |
GOLDMAN SACHS ETF TRACCES TREASURY | 5.8K | +10.3% | $578.8K | 0.3% |
AMPLIFY ETF TRAMPLIFY CYBERSEC | 5.4K | −12.1% | $568.1K | 0.3% |
ISHARES TRMRGSTR MD CP GRW | 5.8K | New | $566.4K | 0.3% |
CIMChimera Investment Corp | 41.7K | +7.7% | $556.9K | 0.3% |
ABBVAbbVie Inc. | 2.2K | ±0% | $554K | 0.3% |
BMYBristol Myers Squibb Co | 9.3K | +0.4% | $538K | 0.3% |
DIASPDR DOW Jones Industrial Average ETF Trust | 1K | −0.6% | $537K | 0.3% |
DUKDuke Energy CORP | 4.2K | ±0% | $528.9K | 0.3% |
WISDOMTREE TRUS LARGECAP FUND | 6.7K | +5.4% | $522.5K | 0.3% |
MRKMerck & Co., Inc. | 4.1K | +0.3% | $522K | 0.3% |
SPDR SERIES TRUSTSTATE STREET SPD | 3.3K | ±0% | $518K | 0.3% |
WMBWilliams Companies, Inc. | 6.8K | +0.1% | $502.9K | 0.3% |
ISHARES TRTRUST ISHARE 0-1 | 4.5K | −11.6% | $498.2K | 0.3% |
ISHARES TRUS AER DEF ETF | 2K | −21.5% | $480.7K | 0.3% |
WRBBerkley W R Corp | 6.8K | ±0% | $476.1K | 0.3% |
PEPPepsiCo Inc | 3.5K | −17.2% | $475.5K | 0.3% |
ISDPGIM High Yield Bond Fund, Inc. | 35.1K | ±0% | $458.8K | 0.3% |
CRMSalesforce, Inc. | 2.9K | −18.7% | $453.5K | 0.3% |
BDJBlackRock Enhanced Equity Dividend Trust | 47.4K | ±0% | $453.3K | 0.3% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 14.1K | +0.0% | $448.3K | 0.2% |
VANECK ETF TRUSTPHARMACEUTCL ETF | 4.1K | ±0% | $446.7K | 0.2% |
ISHARES TRCORE S&P SCP ETF | 3K | −1.2% | $445.7K | 0.2% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 16K | ±0% | $444K | 0.2% |
VANECK ETF TRUSTFALLEN ANGEL HG | 15.2K | +26.9% | $443.5K | 0.2% |
ISHARES INCMSCI GBL MIN VOL | 3.6K | +12.9% | $438K | 0.2% |
PGPROCTER & GAMBLE Co | 3K | +0.0% | $436.3K | 0.2% |
CEECentral & Eastern Europe Fund, Inc. | 21.2K | ±0% | $435.5K | 0.2% |
GOLDMAN SACHS ETF TRHEDGE IND ETF | 2.3K | −8.1% | $434.6K | 0.2% |
MSMorgan Stanley | 2K | ±0% | $418.9K | 0.2% |
| 2K | New | $418.1K | 0.2% |
WISDOMTREE TREUROPE HEDGED EQ | 7.3K | ±0% | $416.4K | 0.2% |
MCDMcDonald's Corp | 1.5K | −3.2% | $410.3K | 0.2% |
VANGUARD INDEX FDSMID CAP ETF | 5.1K | +299.8% | $409.4K | 0.2% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 586 | +0.9% | $402.5K | 0.2% |
BLACKROCK ETF TRUSTISHARES US EQUIT | 5.9K | −11.5% | $401.4K | 0.2% |
MELIMercadoLibre Inc | 230 | ±0% | $390.4K | 0.2% |
GLOBAL X FDSDATA CTR & DIGIT | 12.8K | +41.2% | $387.8K | 0.2% |
WSMWilliams Sonoma Inc | 1.6K | ±0% | $377.4K | 0.2% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 8.2K | −0.5% | $375.7K | 0.2% |
BKNGBooking Holdings Inc. | 2K | +2,400.0% | $360.9K | 0.2% |
ISHARES TRS&P 500 GRWT ETF | 2.6K | ±0% | $353.7K | 0.2% |
BCXBlackRock Resources & Commodities Strategy Trust | 29.9K | +0.7% | $338.5K | 0.2% |
CALAMOS ETF TRNASDAQ 100 STRUC | 12K | ±0% | $331.9K | 0.2% |
DDominion Energy, Inc | 4.7K | ±0% | $322.9K | 0.2% |
CATCaterpillar Inc | 302 | +0.7% | $321.6K | 0.2% |
SYKStryker Corp | 1K | +9.3% | $321.1K | 0.2% |
GSBDGoldman Sachs BDC, Inc. | 33.7K | +4.7% | $319.7K | 0.2% |
AMXAmerica Movil SAB de CV | 12.2K | ±0% | $318.3K | 0.2% |
CVXChevron Corp | 1.9K | −11.1% | $318.2K | 0.2% |
PHYSSprott Physical Gold Trust | 10.3K | +0.8% | $309.4K | 0.2% |
VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX | 2.2K | ±0% | $308.4K | 0.2% |
GLWCorning Inc | 1.2K | New | $307.8K | 0.2% |
SELECT SECTOR SPDR TRSTATE STREET IND | 1.6K | ±0% | $296.9K | 0.2% |
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF | 3.1K | ±0% | $292.4K | 0.2% |
AMGAffiliated Managers Group, Inc. | 836 | ±0% | $282.9K | 0.2% |
UBERUber Technologies, Inc | 3.9K | ±0% | $282.7K | 0.2% |
GNRCGenerac Holdings Inc. | 953 | −9.2% | $279K | 0.2% |
IBITiShares Bitcoin Trust ETF | 8.3K | −3.9% | $277.1K | 0.2% |
BIPCBrookfield Infrastructure Corp | 7.1K | +0.9% | $274.4K | 0.2% |
ISHARES TRS&P 500 VAL ETF | 1.2K | ±0% | $272.5K | 0.2% |
ENBEnbridge Inc | 5K | ±0% | $270.9K | 0.2% |
KLACKLA Corp | 880 | New | $265.5K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 3K | +500.0% | $259.5K | 0.1% |
SHOPShopify Inc. | 2.2K | +0.2% | $254.1K | 0.1% |
RTXRTX Corp | 1.3K | +0.4% | $251.6K | 0.1% |
ISHARES INCMSCI GERMANY ETF | 6K | −2.7% | $249K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | 3.3K | ±0% | $243.7K | 0.1% |
ACNAccenture plc | 1.9K | −0.2% | $238.6K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 6.5K | New | $237.8K | 0.1% |
ISHARES TRLARGE CAP MAX BU | 8.5K | ±0% | $237.5K | 0.1% |
CNXCNX Resources Corp | 6.9K | ±0% | $233K | 0.1% |
CALAMOS ETF TRS&P 500 STRUCTRD | 8.2K | ±0% | $227K | 0.1% |
VEEVVeeva Systems Inc | 1.3K | −1.2% | $225.4K | 0.1% |
MSTRStrategy Inc | 2.6K | +0.4% | $223.6K | 0.1% |
GOLDMAN SACHS ETF TRDYNAMIC NY MUNI | 4.4K | ±0% | $223K | 0.1% |
ISHARES TRGL CLEAN ENE ETF | 10.5K | ±0% | $215.2K | 0.1% |
RGLDRoyal Gold Inc | 1.1K | ±0% | $214.8K | 0.1% |
ETNEaton Corp plc | 489 | New | $208.4K | 0.1% |
SPDR SERIES TRUSTSTATE STREET SPD | 895 | New | $203.6K | 0.1% |
DELLDell Technologies Inc. | 467 | New | $201.5K | 0.1% |
IBKRInteractive Brokers Group, Inc. | 2K | New | $174.7K | 0.1% |
| 2K | New | $174.1K | 0.1% |
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | 11.2K | ±0% | $109.7K | 0.1% |
DNPDNP Select Income Fund Inc | 10K | ±0% | $107.9K | 0.1% |
| 300 | New | $86.8K | 0.1% |
BGYBlackRock Enhanced International Dividend Trust | 12.6K | ±0% | $72.2K | 0.1% |
| 200 | New | $71.5K | 0.1% |
| 100 | New | $35.3K | 0.1% |
