Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

  • $239 Million
  • Q1 2025

Investment Partners, Ltd. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 148 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 $12.8M, Ishares Russell 1000 Val ETF with a value of $10.5M, Vanguard Ftse Developed Market with a value of $10.3M, Microsoft Corp with a value of $8.52M, and Apple Inc. with a value of $7.67M.

Examining the 13F form we can see an decrease of $1.73M in the current position value, from $241M to 239M.

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

Portfolio value $239 Million
ETFs: $144 Million
Technology: $29.4 Million
Healthcare: $15.6 Million
Financial Services: $15.3 Million
Consumer Defensive: $9.26 Million
Consumer Cyclical: $6.78 Million
Industrials: $6.72 Million
Communication Services: $4.55 Million
Other: $7.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Million 5.37% of portfolio
35,486
Q1 2025 Reduced 2.58%
$0
$10.5 Million 4.38% of portfolio
55,635
Q1 2025 Reduced 1.4%
$0
$10.3 Million 4.31% of portfolio
202,526
Q1 2025 Added 5.63%
$2.95T
$8.52 Million 3.57% of portfolio
22,702
Q1 2025 Reduced 0.03%
$3.42T
$7.67 Million 3.21% of portfolio
34,543
Q1 2025 Added 1.25%
$0
$6.47 Million 2.71% of portfolio
142,952
Q1 2025 Added 2.13%
$0
$5.51 Million 2.31% of portfolio
30,254
Q1 2025 Added 0.05%
$854B
$5.41 Million 2.26% of portfolio
6,548
Q1 2025 Added 0.09%
$271B
$5.09 Million 2.13% of portfolio
46,919
Q1 2025 Added 0.6%
$0
$5.04 Million 2.11% of portfolio
64,421
Q1 2025 Added 26.41%
$0
$5.01 Million 2.1% of portfolio
53,992
Q1 2025 Reduced 1.22%
$0
$4.94 Million 2.07% of portfolio
65,328
Q1 2025 Reduced 4.14%
$718B
$4.9 Million 2.05% of portfolio
19,988
Q1 2025 Added 2.95%
$0
$4.62 Million 1.94% of portfolio
88,294
Q1 2025 Added 12.87%
$0
$4.51 Million 1.89% of portfolio
23,671
Q1 2025 Reduced 0.88%
$0
$4.47 Million 1.87% of portfolio
38,044
Q1 2025 Reduced 2.54%
$0
$4.26 Million 1.78% of portfolio
100,128
Q1 2025 Added 3.18%
$0
$3.91 Million 1.64% of portfolio
47,812
Q1 2025 Reduced 2.33%
$345B
$3.6 Million 1.51% of portfolio
17,193
Q1 2025 Reduced 0.03%
$0
$3.4 Million 1.42% of portfolio
36,267
Q1 2025 Reduced 15.55%
$694B
$3.08 Million 1.29% of portfolio
5,786
Q1 2025 Reduced 0.62%
$0
$3.06 Million 1.28% of portfolio
38,827
Q1 2025 Added 0.08%
$0
$2.94 Million 1.23% of portfolio
5,224
Q1 2025 Reduced 6.4%
$0
$2.57 Million 1.08% of portfolio
24,387
Q1 2025 Reduced 5.52%
$0
$2.53 Million 1.06% of portfolio
21,883
Q1 2025 Added 2.51%
$0
$2.46 Million 1.03% of portfolio
16,317
Q1 2025 Reduced 2.7%
$0
$2.44 Million 1.02% of portfolio
9,449
Q1 2025 Reduced 3.47%
$0
$2.37 Million 0.99% of portfolio
126,908
Q1 2025 Reduced 7.45%
$55.7B
$2.33 Million 0.98% of portfolio
21,327
Q1 2025 Reduced 0.35%
$379B
$2.33 Million 0.97% of portfolio
16,632
Q1 2025 Added 0.04%
$0
$2.32 Million 0.97% of portfolio
46,420
Q1 2025 Added 5.58%
$125B
$2.26 Million 0.95% of portfolio
7,405
Q1 2025 Added 0.23%
$0
$2.15 Million 0.9% of portfolio
8,401
Q1 2025 Reduced 3.17%
$0
$2.1 Million 0.88% of portfolio
15,509
Q3 2024 Reduced 10.84%
$264B
$2.02 Million 0.84% of portfolio
22,981
Q1 2025 Added 0.05%
$440B
$1.98 Million 0.83% of portfolio
2,098
Q1 2025 Added 3.81%
$440B
$1.93 Million 0.81% of portfolio
16,265
Q1 2025 Added 4.2%
$235B
$1.91 Million 0.8% of portfolio
6,103
Q1 2025 Added 0.41%
$0
$1.87 Million 0.78% of portfolio
32,077
Q1 2025 Added 8.38%
$0
$1.85 Million 0.78% of portfolio
20,464
Q1 2025 Added 0.0%
$0
$1.76 Million 0.74% of portfolio
21,263
Q2 2024 Reduced 25.24%
$187B
$1.7 Million 0.71% of portfolio
11,343
Q1 2025 Added 2.92%
$369B
$1.68 Million 0.71% of portfolio
4,595
Q1 2025 Added 4.43%
$565B
$1.66 Million 0.69% of portfolio
4,730
Q1 2025 Reduced 8.03%
$0
$1.52 Million 0.64% of portfolio
56,077
Q1 2025 Added 2.85%
$385B
$1.52 Million 0.64% of portfolio
8,945
Q1 2025 Reduced 3.41%
$105B
$1.52 Million 0.63% of portfolio
5,258
Q4 2024 Added 0.29%
$0
$1.48 Million 0.62% of portfolio
6,691
Q1 2025 Reduced 9.37%
$1.88T
$1.46 Million 0.61% of portfolio
7,699
Q1 2025 Added 17.27%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $239 Million
  • Prior Value $241 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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