Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

  • $241 Million
  • Q4 2024

Investment Partners, Ltd. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $14.6M, Ishares Russell 1000 Val ETF with a value of $10.4M, Microsoft Corp with a value of $9.57M, Vanguard Ftse Developed Market with a value of $9.17M, and Apple Inc. with a value of $8.54M.

Examining the 13F form we can see an increase of $1.53M in the current position value, from $239M to 241M.

Below you can find more details about Investment Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $241 Million
ETFs: $145 Million
Technology: $32.6 Million
Healthcare: $14.7 Million
Financial Services: $14.4 Million
Consumer Defensive: $9 Million
Industrials: $6.88 Million
Consumer Cyclical: $6.78 Million
Communication Services: $4.85 Million
Other: $6.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.6 Million 6.08% of portfolio
36,426
Q4 2024 Reduced 0.85%
$0
$10.4 Million 4.34% of portfolio
56,427
Q4 2024 Added 0.02%
$2.93T
$9.57 Million 3.98% of portfolio
22,708
Q4 2024 Added 5.48%
$0
$9.17 Million 3.81% of portfolio
191,734
Q4 2024 Added 11.55%
$3.81T
$8.54 Million 3.55% of portfolio
34,115
Q4 2024 Added 0.36%
$299B
$6.26 Million 2.6% of portfolio
46,640
Q4 2024 Added 2.54%
$0
$6.16 Million 2.56% of portfolio
139,969
Q4 2024 Added 6.87%
$0
$5.55 Million 2.31% of portfolio
54,660
Q4 2024 Reduced 0.31%
$0
$5.51 Million 2.29% of portfolio
30,238
Q4 2024 Added 0.12%
$860B
$5.05 Million 2.1% of portfolio
6,542
Q4 2024 Added 0.34%
$0
$4.95 Million 2.06% of portfolio
39,034
Q4 2024 Added 2.55%
$0
$4.79 Million 1.99% of portfolio
68,150
Q4 2024 Added 0.02%
$760B
$4.65 Million 1.93% of portfolio
19,415
Q4 2024 Added 3.27%
$0
$4.59 Million 1.91% of portfolio
35,480
Q4 2024 Added 4.33%
$0
$4.56 Million 1.89% of portfolio
23,882
Q4 2024 Reduced 0.23%
$0
$4.13 Million 1.72% of portfolio
97,040
Q4 2024 Added 12.45%
$0
$3.94 Million 1.64% of portfolio
50,961
Q4 2024 Added 13.4%
$0
$3.81 Million 1.59% of portfolio
42,946
Q4 2024 Reduced 0.36%
$0
$3.7 Million 1.54% of portfolio
48,955
Q4 2024 Reduced 0.86%
$0
$3.29 Million 1.37% of portfolio
5,581
Q4 2024 Reduced 5.92%
$362B
$3.06 Million 1.27% of portfolio
17,199
Q4 2024 Added 1.01%
$0
$2.94 Million 1.22% of portfolio
38,795
Q3 2024 Reduced 0.82%
$444B
$2.77 Million 1.15% of portfolio
16,626
Q4 2024 Reduced 4.23%
$0
$2.75 Million 1.14% of portfolio
16,769
Q4 2024 Reduced 0.64%
$0
$2.75 Million 1.14% of portfolio
25,812
Q4 2024 Reduced 16.45%
$654B
$2.64 Million 1.1% of portfolio
5,822
Q4 2024 Added 0.17%
$0
$2.59 Million 1.07% of portfolio
9,789
Q4 2024 Reduced 2.44%
$0
$2.55 Million 1.06% of portfolio
137,131
Q3 2024 Reduced 1.33%
$0
$2.5 Million 1.04% of portfolio
8,676
Q4 2024 Added 2.74%
$0
$2.44 Million 1.02% of portfolio
21,348
Q4 2024 Added 6.16%
$0
$2.19 Million 0.91% of portfolio
43,968
Q4 2024 Added 14.29%
$129B
$2.16 Million 0.9% of portfolio
7,388
Q4 2024 Added 9.18%
$263B
$2.08 Million 0.86% of portfolio
22,970
Q4 2024 Added 1.88%
$0
$2.05 Million 0.85% of portfolio
15,509
Q3 2024 Reduced 10.84%
$54B
$1.97 Million 0.82% of portfolio
21,401
Q4 2024 Added 4.44%
$0
$1.84 Million 0.77% of portfolio
29,598
Q4 2024 Reduced 5.95%
$452B
$1.85 Million 0.77% of portfolio
2,021
Q4 2024 Added 0.3%
$0
$1.82 Million 0.76% of portfolio
20,463
Q4 2024 Added 0.01%
$0
$1.77 Million 0.74% of portfolio
7,383
Q4 2024 Reduced 4.38%
$228B
$1.76 Million 0.73% of portfolio
6,078
Q4 2024 Added 15.0%
$0
$1.7 Million 0.71% of portfolio
21,263
Q2 2024 Reduced 25.24%
$400B
$1.71 Million 0.71% of portfolio
4,400
Q4 2024 Added 6.38%
$209B
$1.68 Million 0.7% of portfolio
11,021
Q4 2024 Added 2.69%
$459B
$1.68 Million 0.7% of portfolio
15,610
Q4 2024 Added 0.33%
$582B
$1.63 Million 0.68% of portfolio
5,143
Q4 2024 Reduced 3.87%
$408B
$1.55 Million 0.65% of portfolio
9,261
Q4 2024 Added 10.7%
$0
$1.54 Million 0.64% of portfolio
25,109
Q4 2024 Added 0.13%
$2.13T
$1.44 Million 0.6% of portfolio
6,565
Q4 2024 Reduced 1.06%
$438B
$1.36 Million 0.57% of portfolio
2,695
Q4 2024 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $241 Million
  • Prior Value $239 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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