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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 $127,410,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 36,337 $8,071,511 6.34%
2.
J P Morgan Exchange Traded F
 86,190 $4,924,897 3.87%
3.
Microsoft Corp
 MSFT 12,595 $4,727,868 3.71%
4.
Global X Fds
 166,862 $3,947,958 3.1%
5.
Global X Fds - S&P 500 COVERED
 79,089 $3,123,236 2.45%
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)