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  Name: Investment Partners Asset Management Inc.
  City: METUCHEN
  State: NJ
  Zip: 08840
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $110,710,000
  Total Value Change : $10,206,000
  Securities Held Change : 12
   
All Securities Held : 138
  New Positions : 13
  Closed Positions : 1
  Increased Positions : 45
  Unchanged Positions : 25
  Decreased Positions : 55

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 79 New $1,694.69 $443,000 260 0.4% 443,000 260 0.002    Business Software & S...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 96 New $295.41 $350,000 1,231 0.32% 350,000 1,231 0    Networking & Communic...
   (MS)1 Year Chart         MS Morgan Stanley 103 New $96.66 $312,000 3,313 0.28% 312,000 3,313 0    Investment Brokerage ...
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 113 New $138.06 $267,000 1,944 0.24% 267,000 1,944 0.003    Closed - End Fund - E...
   (RYLG)1 Year Chart         RYLG Global X Russell 2000 Cover... 114 New $0.00 $261,000 10,077 0.24% 261,000 10,077 0.112    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 116 New $40.67 $249,000 6,157 0.22% 249,000 6,157 0.068    N/A
   (FTNT)1 Year Chart         FTNT Fortinet Inc 121 New $59.71 $235,000 3,435 0.21% 235,000 3,435 0    Computer Peripherals
   (SYK)1 Year Chart         SYK Stryker Corp 122 New $345.99 $234,000 655 0.21% 234,000 655 0    Medical Instruments &...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 124 New $3,831.04 $225,000 62 0.2% 225,000 62 0    Internet Software & S...
   (CG)1 Year Chart         CG The Carlyle Group Inc 126 New $31.75 $220,000 4,696 0.2% 220,000 4,696 0.001    Cigarettes & Other To...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 127 New $122.93 $215,000 1,704 0.19% 215,000 1,704 0    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 129 New $89.00 $213,000 2,518 0.19% 213,000 2,518 0    Closed - End Fund - E...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 130 New $264.14 $212,000 817 0.19% 212,000 817 0    Property & Casualty I...

      13 Records Found
  1    
Page 1 of 1
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