Investment Partners Asset Management, Inc.

RIA/Wealth

Investment Partners Asset Management, Inc. is a RIA/Wealth based in Colorado Springs, CO led by Gregg Thomas Abella, reporting $263.8M in AUM as of Q3 2025 with 38% ETF concentration.

CEOGregg Thomas Abella

Portfolio Value: $150.3M
Positions: 156
Top Holding: AAPL at 6.01%
Last Reported: Q3 2025

Address660 Southpointe Court, Suite 312, Colorado Springs, CO, 80906, United States

Top Holdings

Largest long holdings in Investment Partners Asset Management, Inc.'s portfolio (30.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$9.0M	6.01%	-$111.5K Sold	0.00% 35.5K shares	Q4 2023 Held for 1y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$6.6M	4.36%	-$32.1K Sold	0.00% 12.7K shares	Q4 2023 Held for 1y 11m
3 JPMorgan Equity Premium Income JEPI	ETF ETF	$5.0M	3.33%	+$45.8K Bought	— 87.7K shares	Q4 2023 Held for 1y 11m
4 Global X Variable Rate Preferred PFFV	ETF ETF	$4.8M	3.22%	+$400.1K Bought	— 209.1K shares	Q4 2023 Held for 1y 11m
5 Nvidia NVDA	Semiconductors Technology	$4.6M	3.09%	-$132.8K Sold	0.00% 24.9K shares	Q4 2023 Held for 1y 11m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.4M	2.92%	-$40.6K Sold	0.00% 18.1K shares	Q4 2023 Held for 1y 11m
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$3.3M	2.20%	-$74.9K Sold	0.00% 4.5K shares	Q4 2023 Held for 1y 11m
8 XYLD Global X S&P 500 Covered Call XYLD	ETF ETF	$2.9M	1.95%	-$43.1K Sold	— 74.8K shares	Q4 2023 Held for 1y 11m
9 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$2.8M	1.88%	+$189.4K Bought	— 105.4K shares	Q4 2024 Held for 11 months
10 Invesco QQQ Trust QQQ	ETF ETF	$2.6M	1.71%	+$6.6K Bought	— 4.3K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Investment Partners Asset Management, Inc.'s latest filing

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Market Value

$150.3M

Prior: $141.4M

Q/Q Change

+6.33%

+$9.0M

Net Flows % of MV

+0.109%

Turnover Ratio

2.81%

New Purchases

7 stocks

$1.9M

Added To

40 stocks

+$2.4M

Sold Out Of

5 stocks

$1.1M

Reduced Holdings

77 stocks

-$3.1M

Increased Positions

Position	Shares Δ	Change
1 PFFA Virtus InfraCap U.S. Preferred Stock ETF PFFA	New	0 → 25.9K +$562.0K
2 CPSA Calamos S&P 500 Structured Alt Protection ETF CPSA	New	0 → 13.0K +$345.7K
3 JPMorgan Hedged Equity Laddered Overlay HELO	New	0 → 3.2K +$211.1K
4 Workday, Inc. WDAY	New	0 → 870.0 +$209.4K
5 iShares MSCI ACWI ACWI	New	0 → 1.5K +$208.2K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard International High Dividend Yield VYMI	Sold	2.7K → 0 −$219.3K
2 Honeywell International HON	Sold	917.0 → 0 −$213.6K
3 lululemon athletica LULU	Sold	894.0 → 0 −$212.4K
4 Intuitive Surgical ISRG	Sold	383.0 → 0 −$208.1K
5 Walt Disney DIS	Sold	1.7K → 0 −$206.3K