Investment Partners, Ltd. Purchases in Q4 2024

Investment Partners, Ltd.

  • $241 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
1.65K
+ 8.68%
$24.8 - $30.19 $40.8K - $49.7K
20.6K $546K
SBUX
Starbucks Corp

Consumer Cyclical
240
+ 6.13%
$87.44 - $102.5 $21K - $24.6K
4.15K $378K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.15%
$113.92 - $127.38 $456 - $510
2.6K $299K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
59
+ 3.63%
$209.89 - $233.24 $12.4K - $13.8K
1.68K $357K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13
+ 0.26%
$69.58 - $74.87 $905 - $973
4.96K $347K
YUM
Yum Brands Inc

Consumer Cyclical
72
+ 2.28%
$130.36 - $139.54 $9.39K - $10K
3.23K $433K
AOM
Ishares Tr Core Moderate Alloc

ETFs
168
+ 1.8%
$43.44 - $45.05 $7.3K - $7.57K
9.5K $412K
VONV
Vanguard Russell 1000 Value Et

ETFs
28
+ 0.45%
$80.87 - $87.69 $2.26K - $2.46K
6.23K $506K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
78
+ 0.33%
$35.45 - $40.33 $2.77K - $3.15K
24K $860K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.03%
$174.22 - $187.62 $174 - $188
3.03K $530K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
35
+ 0.42%
$51.33 - $53.74 $1.8K - $1.88K
8.37K $430K
XLE
Energy Sector Spdr

ETFs
7
+ 0.08%
$83.32 - $97.27 $583 - $681
9.05K $774K
GE
General Electric CO

Industrials
75
+ 5.02%
$159.95 - $194.23 $12K - $14.6K
1.57K $261K
DNP
Dnp Select Income Fund Inc

Financial Services
4.38K
+ 8.97%
$8.82 - $9.96 $38.6K - $43.6K
53.1K $468K
NEE
Nextera Energy Inc

Utilities
159
+ 4.94%
$69.77 - $85.43 $11.1K - $13.6K
3.38K $242K
ADI
Analog Devices Inc

Technology
5
+ 0.29%
$206.35 - $236.48 $1.03K - $1.18K
1.76K $373K
CMCSA
Comcast Corp

Communication Services
130
+ 1.57%
$37.39 - $45.14 $4.86K - $5.87K
8.42K $315K
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 1.64%
$244.52 - $284.07 $6.11K - $7.1K
1.55K $383K
DGRO
Ishares Core Dividend Growth E

ETFs
32
+ 0.13%
$60.73 - $64.94 $1.94K - $2.08K
25.1K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.17%
$442.29 - $483.08 $4.42K - $4.83K
5.82K $2.64M
INTC
Intel Corp

Technology
303
+ 2.2%
$19.07 - $26.23 $5.78K - $7.95K
14K $281K
GIS
General Mills Inc

Consumer Defensive
22
+ 0.47%
$62.78 - $74.62 $1.38K - $1.64K
4.68K $298K
GD
General Dynamics Corp

Industrials
51
+ 2.28%
$260.28 - $314.03 $13.3K - $16K
2.29K $603K
JNJ
Johnson & Johnson

Healthcare
208
+ 3.44%
$143.34 - $165.86 $29.8K - $34.5K
6.26K $905K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.24K
+ 6.16%
$114.08 - $125.68 $141K - $156K
21.3K $2.44M
CAT
Caterpillar Inc

Industrials
3
+ 0.09%
$360.37 - $416.88 $1.08K - $1.25K
3.43K $1.24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9K
+ 6.87%
$44.04 - $49.49 $396K - $445K
140K $6.16M
ASML
Asml Holding Nv

Technology
42
+ 4.4%
$658.43 - $872.27 $27.7K - $36.6K
997 $691K
AEP
American Electric Power CO Inc

Utilities
909
+ 4.44%
$90.91 - $102.21 $82.6K - $92.9K
21.4K $1.97M
LMT
Lockheed Martin Corp

Industrials
133
+ 6.73%
$479.66 - $614.62 $63.8K - $81.7K
2.11K $1.02M
XOM
Exxon Mobil Corp

Energy
51
+ 0.33%
$105.51 - $125.37 $5.38K - $6.39K
15.6K $1.68M
PEP
Pepsico Inc

Consumer Defensive
289
+ 2.69%
$151.29 - $176.1 $43.7K - $50.9K
11K $1.68M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.01%
$87.85 - $98.6 $176 - $197
20.5K $1.82M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.02%
$183.23 - $199.79 $2.02K - $2.2K
56.4K $10.4M
ABBV
Abb Vie Inc.

Healthcare
172
+ 1.01%
$164.99 - $203.87 $28.4K - $35.1K
17.2K $3.06M
IEFA
Ishares Tr

ETFs
15
+ 0.02%
$70.06 - $77.43 $1.05K - $1.16K
68.2K $4.79M
LLY
Eli Lilly & CO

Healthcare
22
+ 0.34%
$727.2 - $932.06 $16K - $20.5K
6.54K $5.05M
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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