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CIK: 0001384416
Total reported value
$179.9M
$179.9M
147 檔
13.8%
At the close of Q1 2025, Investment Partners Asset Management, Inc. disclosed equity holdings valued at approximately $179.9M, spread across 147 reported holdings.
Investment Partners Asset Management, Inc. executed strategic sector rebalancing during Q1 2025, establishing 7 new positions while fully exiting 9 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.34% | +0.09% | -0.92% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.87% | -0.21% | +1.22% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | — | -1.18% | |
| 4 | PFFV | Global X Variable Rate Pref | ETF-Other | 3.10% | -0.26% | +4.92% | |
| 5 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 2.45% | — | +2.03% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.06% | +11.08% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +0.35% | +1.39% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.13% | +3.13% | |
| 9 | T | At&t Inc | Stock-Comm Services | 1.87% | -0.57% | -0.91% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.77% | +0.01% | -0.48% | |
| 11 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.72% | — | +3.63% | |
| 12 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 1.67% | -0.09% | -1.14% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.61% | -0.18% | +24.80% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.20% | +29.44% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.03% | +9.95% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.50% | -0.07% | +6.82% | |
| 17 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.37% | -0.07% | +0.19% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.31% | +0.02% | +0.23% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | -0.26% | -1.18% | |
| 20 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.20% | -0.15% | +10.02% | |
| 21 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.19% | -0.20% | -5.36% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.17% | -0.07% | -10.70% | |
| 23 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.11% | -0.27% | +7.54% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.15% | +0.96% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.01% | +1.88% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.05% | -0.05% | +9.50% | |
| 27 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.93% | — | -10.80% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.08% | -0.76% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | — | -0.63% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.90% | -0.33% | -1.28% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.90% | -0.04% | -0.73% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.02% | +16.47% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | -0.05% | +21.46% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.06% | +7.76% | |
| 35 | XAGDX | Abrdn Glbl Dynm Divid | Stock-Other | 0.86% | — | -0.18% | |
| 36 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.80% | -0.08% | -5.37% | |
| 37 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.80% | — | +35.42% | |
| 38 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.78% | -0.03% | +7.31% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.73% | -0.16% | +1.31% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.73% | -0.07% | -1.29% | |
| 41 | IGR | Cbre Global Real Estate Inc | Stock-Other | 0.70% | -0.02% | -8.56% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | -0.03% | -1.98% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.66% | +0.01% | -0.08% | |
| 44 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.66% | -0.14% | +0.12% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.15% | +35.37% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.08% | -0.84% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.23% | -14.20% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.02% | +40.35% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.61% | -0.07% | -4.30% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.03% | +11.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +0.4% | -0.91% | Trim |
| 2 | PYLD | Pimco Multisector Bond Actv | +0.3% | +24.80% | Add |
| 3 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | +0.3% | NEW | New buy |
| 4 | SGOL | Abrdn Physical Gold Shares | +0.2% | +7.54% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +29.44% | Add |
| 6 | KO | Coca-cola Co/the | +0.2% | +40.35% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 8 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 9 | BIPC | Brookfield Infrastructure-a | +0.2% | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | +0.2% | -0.48% | Trim |
| 11 | WPM | Wheaton Precious Metals CORP | +0.2% | +0.12% | Add |
| 12 | ASML | ASML Holding N.V. | +0.2% | +119.61% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.76% | Add |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | +0.2% | NEW | New buy |
| 15 | RYLD | Global X Russell 2000 Cov Cl | +0.2% | +35.42% | Add |
| 16 | PEP | Pepsico Inc | +0.2% | +35.37% | Add |
| 17 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | NEW | New buy |
| 18 | NVDY | Yieldmax Nvda Option Inc ETF | +0.2% | NEW | New buy |
| 19 | PFFV | Global X Variable Rate Pref | +0.2% | +4.92% | Add |
| 20 | GE | General Electric | +0.2% | +19.48% | Add |
| 21 | QCOM | Qualcomm Inc | +0.2% | +21.46% | Add |
| 22 | CB | Chubb Limited | +0.1% | +46.82% | Add |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +6.82% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | -1.18% | Trim |
| 25 | BEPC | Brookfield Renewable CORP | +0.1% | +10.02% | Add |
| 26 | YMAX | Yieldmax Universe Fo In Etfs | +0.1% | +127.38% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | -0.76% | Trim |
| 28 | QYLD | Global X Nasd 100 Cov Call | -0.1% | +3.63% | Add |
| 29 | NFJ | Virtus Dvd Intrst & Prm Str | -0.1% | EXIT | Sold out |
| 30 | KMI | Kinder Morgan, Inc. | -0.2% | -23.64% | Trim |
| 31 | HON | Honeywell International Inc | -0.2% | EXIT | Sold out |
| 32 | GSBD | Goldman Sachs Bdc Inc | -0.2% | -10.80% | Trim |
| 33 | IBB | Ishares Biotechnology ETF | -0.2% | EXIT | Sold out |
| 34 | CRM | Salesforce Inc | -0.2% | +1.31% | Add |
| 35 | CVX | Chevron CORP | -0.2% | -55.67% | Trim |
| 36 | XLI | Ss Industrial Select Sector | -0.2% | EXIT | Sold out |
| 37 | CG | Carlyle Group Inc/the | -0.2% | EXIT | Sold out |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -10.70% | Trim |
| 39 | GNRC | Generac Holdings Inc | -0.2% | EXIT | Sold out |
| 40 | AVGO | Broadcom Inc | -0.2% | -3.01% | Trim |
| 41 | BX | Blackstone Inc | -0.2% | -0.73% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.2% | +0.96% | Add |
| 43 | NVDA | Nvidia CORP | -0.3% | +11.08% | Add |
| 44 | RYLG | Global X Russ 2000 Cc & Gr | -0.3% | EXIT | Sold out |
| 45 | PPLI | People Inc | -0.3% | EXIT | Sold out |
| 46 | AMD | Advanced Micro Devices | -0.4% | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | +1.39% | Add |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -43.69% | Trim |
| 49 | MSFT | Microsoft CORP | -0.5% | -1.18% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | -0.92% | Trim |
According to official SEC Form 13F filings, Investment Partners Asset Management, Inc. reported a total U.S. public equity portfolio value of $179.9M across 147 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JEPI, MSFT) accounted for 13.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
YMAG
市值: $401.4K
Top Position Liquidated / Trimmed
AMD
前期市值: $493.2K
During Q1 2025, Investment Partners Asset Management, Inc.'s top holdings by market value included AAPL (6.3%)、JEPI (3.9%)、MSFT (3.7%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q1 2025, Investment Partners Asset Management, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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