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Home > Institutional Investor > Investment Partners Asset Management, Inc. > Profile

Instuitional Investor - Investment Partners Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Investment Partners Asset Management, Inc.
Portfolio Value $127,409,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 36,676 $9,184,309 7.2%
2.
Microsoft Corp
 MSFT 12,745 $5,371,827 4.21%
3.
J P Morgan Exchange Traded F
 85,148 $4,898,546 3.84%
4.
Global X Fds
 159,030 $3,748,558 2.94%
5.
Alphabet Inc.
 GOOGL 17,293 $3,273,522 2.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)