Portfolio (Quarterly)
Guide ↗
Investment Partners Asset Management, Inc.
· CIK 0001384416| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | Financial Services | 82,605 | $963K | 0.60% | SOLD |
| 2 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 36,709 | $540K | 0.34% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 1,450 | $507K | 0.32% | SOLD |
| 4 | NVO | NOVO-NORDISK A S | Healthcare | 8,029 | $409K | 0.25% | SOLD |
| 5 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 372 | $211K | 0.13% | SOLD |
| 6 | BN | BROOKFIELD CORP | Financial Services | 4,540 | $208K | 0.13% | SOLD |
| 7 | NVDY | TIDAL TRUST II | — | 11,591 | $169K | 0.10% | SOLD |
Sector Allocation
Technology
34.5%
Financial Services
23.1%
Communication Services
15.5%
Healthcare
6.3%
Utilities
4.8%
Consumer Cyclical
4.0%
Consumer Defensive
3.8%
Energy
3.6%
Industrials
2.6%
Basic Materials
1.4%