Investment Partners, Ltd. Reduced Holdings in Q3 2025

Investment Partners, Ltd.

  • $277 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-13.2K
- 76.55%
$184.85 - $231.54 $2.45M - $3.07M
4.06K $939K
LLY
Eli Lilly & CO

Healthcare
-157
- 2.49%
$625.65 - $812.69 $98.2K - $128K
6.14K $4.69M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 1.23%
$915.95 - $994.57 $23.8K - $25.9K
2.1K $1.94M
LOW
Lowes Companies Inc

Consumer Cyclical
-723
- 46.95%
$215.01 - $273.02 $155K - $197K
817 $205K
V
Visa Inc.

Financial Services
-185
- 4.02%
$332.09 - $358.86 $61.4K - $66.4K
4.41K $1.51M
SBUX
Starbucks Corp

Consumer Cyclical
-564
- 13.61%
$81.9 - $96.86 $46.2K - $54.6K
3.58K $302K
SIF
Sifco Industries Inc

Industrials
-37.9K
- 65.93%
$3.8 - $7.49 $144K - $284K
19.6K $138K
DIS
Walt Disney CO

Communication Services
-83
- 1.58%
$112.25 - $124.0 $9.32K - $10.3K
5.19K $593K
PG
Procter & Gamble CO

Consumer Defensive
-84
- 1.05%
$150.47 - $161.22 $12.6K - $13.5K
7.94K $1.22M
XLE
Energy Sector Spdr

ETFs
-1.08K
- 11.95%
$84.25 - $91.99 $91.2K - $99.6K
7.98K $712K
VZ
Verizon Communications Inc

Communication Services
-1.53K
- 8.02%
$40.84 - $45.06 $62.5K - $68.9K
17.6K $771K
ABT
Abbott Laboratories

Healthcare
-301
- 5.02%
$120.51 - $136.62 $36.3K - $41.1K
5.7K $762K
HBAN
Huntington Bancshares Inc

Financial Services
-4.97K
- 7.58%
$15.87 - $17.88 $78.9K - $88.9K
60.6K $1.05M
IBM
International Business Machines Corp

Technology
-36
- 1.09%
$234.77 - $292.47 $8.45K - $10.5K
3.27K $922K
XLP
Consumer Staples Sector Spdr

ETFs
-341
- 5.13%
N/A
6.3K $479K
YUM
Yum Brands Inc

Consumer Cyclical
-195
- 9.75%
$139.5 - $153.94 $27.2K - $30K
1.81K $274K
ADI
Analog Devices Inc

Technology
-42
- 2.79%
$220.68 - $255.63 $9.27K - $10.7K
1.46K $358K
WELL
Welltower Inc.

Real Estate
-172
- 10.66%
$150.71 - $178.14 $25.9K - $30.6K
1.44K $256K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-746
- 1.33%
$28.42 - $30.45 $21.2K - $22.7K
55.3K $1.63M
MRK
Merck & Co., Inc.

Healthcare
-113
- 2.25%
$77.6 - $87.37 $8.77K - $9.87K
4.92K $412K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-188
- 3.31%
$133.48 - $144.38 $25.1K - $27.1K
5.5K $783K
AMG
Affiliated Managers Group, Inc.

Financial Services
-100
- 6.76%
$198.72 - $244.34 $19.9K - $24.4K
1.38K $329K
LMT
Lockheed Martin Corp

Industrials
-31
- 1.52%
$410.74 - $499.21 $12.7K - $15.5K
2.01K $1M
GS
Goldman Sachs Group Inc

Financial Services
-4
- 0.47%
$696.56 - $806.32 $2.79K - $3.23K
847 $674K
PEP
Pepsico Inc

Consumer Defensive
-166
- 1.43%
$133.81 - $152.16 $22.2K - $25.3K
11.4K $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 0.71%
$459.11 - $506.91 $18.4K - $20.3K
5.62K $2.82M
VB
Vanguard Small Cap ETF

ETFs
-47
- 0.71%
$237.58 - $259.17 $11.2K - $12.2K
6.61K $1.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-170
- 5.48%
$224.68 - $282.71 $38.2K - $48.1K
2.93K $818K
VO
Vanguard Mid Cap ETF

ETFs
-11
- 0.12%
$279.83 - $293.74 $3.08K - $3.23K
9.32K $2.74M
JNJ
Johnson & Johnson

Healthcare
-42
- 0.78%
$155.17 - $185.42 $6.52K - $7.79K
5.34K $990K
IVV
Ishares Core S&P 500 ETF

ETFs
-47
- 0.95%
$620.67 - $670.08 $29.2K - $31.5K
4.9K $3.28M
XLU
Utilities Sector Spdr

ETFs
-20
- 0.05%
$81.14 - $87.32 $1.62K - $1.75K
39.1K $3.41M
IEFA
Ishares Tr

ETFs
-259
- 0.42%
$81.7 - $87.53 $21.2K - $22.7K
62K $5.41M
GLD
Spdr Gold Trust

ETFs
-128
- 2.38%
$300.96 - $355.47 $38.5K - $45.5K
5.26K $1.87M
CAT
Caterpillar Inc

Industrials
-30
- 0.82%
$390.92 - $477.15 $11.7K - $14.3K
3.64K $1.74M
JPM
Jpmorgan Chase & CO

Financial Services
-177
- 0.98%
$282.78 - $316.06 $50.1K - $55.9K
17.9K $5.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
-147
- 0.25%
$192.76 - $203.86 $28.3K - $30K
57.7K $11.7M
ORCL
Oracle Corp

Technology
-81
- 0.54%
$218.96 - $328.33 $17.7K - $26.6K
14.8K $4.17M
NVDA
Nvidia Corp

Technology
-241
- 0.51%
$153.3 - $186.58 $36.9K - $45K
47.1K $8.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-189
- 0.52%
$420.11 - $472.68 $79.4K - $89.3K
36K $16.9M
Activity Summary
Buys All Purchases 88 New Holdings 4 Increased Positions 84 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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