Investment Partners, Ltd. Purchases in Q1 2025

Investment Partners, Ltd.

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 5.63%
$47.4 - $52.99 $512K - $572K
203K $10.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.5K
+ 26.41%
$76.94 - $78.28 $1.04M - $1.05M
64.4K $5.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 12.87%
$51.52 - $52.37 $519K - $527K
88.3K $4.62M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
24.8K
New
$20.7 - $21.15 $513K - $525K
24.8K $513K
LLY
Eli Lilly & CO

Healthcare
6
+ 0.09%
$725.72 - $929.72 $4.35K - $5.58K
6.55K $5.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.98K
+ 2.13%
$42.5 - $46.71 $127K - $139K
143K $6.47M
VST
Vistra Corp.

Utilities
2.55K
New
$108.49 - $191.89 $277K - $489K
2.55K $299K
PANW
Palo Alto Networks Inc

Technology
1.64K
New
$167.82 - $208.28 $276K - $342K
1.64K $280K
MU
Micron Technology Inc

Technology
3.07K
New
$86.89 - $109.38 $267K - $336K
3.07K $266K
XOM
Exxon Mobil Corp

Energy
655
+ 4.2%
$105.44 - $118.93 $69.1K - $77.9K
16.3K $1.93M
SPGI
S&P Global Inc.

Financial Services
396
New
$478.26 - $543.77 $189K - $215K
396 $201K
MCK
Mckesson Corp

Healthcare
300
New
$566.21 - $672.99 $170K - $202K
300 $201K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.56K
+ 2.85%
$24.1 - $27.73 $37.5K - $43.1K
56.1K $1.52M
CVX
Chevron Corp

Energy
32
+ 0.38%
$146.71 - $167.97 $4.69K - $5.38K
8.42K $1.41M
PLTR
Palantir Technologies Inc.

Technology
1.43K
+ 24.17%
$64.98 - $124.62 $92.9K - $178K
7.35K $620K
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.41%
$279.74 - $321.29 $6.99K - $8.03K
6.1K $1.91M
JNJ
Johnson & Johnson

Healthcare
13
+ 0.21%
$142.06 - $167.7 $1.85K - $2.18K
6.28K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 3.81%
$890.62 - $1076.86 $68.6K - $82.9K
2.1K $1.98M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.45K
+ 5.58%
$49.42 - $50.43 $121K - $124K
46.4K $2.32M
XLU
Utilities Sector Spdr

ETFs
32
+ 0.08%
$74.7 - $80.27 $2.39K - $2.57K
38.8K $3.06M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.09K
+ 3.18%
$42.38 - $43.28 $131K - $134K
100K $4.26M
ADP
Automatic Data Processing Inc

Industrials
17
+ 0.23%
$286.85 - $318.64 $4.88K - $5.42K
7.41K $2.26M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
535
+ 2.51%
$110.75 - $119.78 $59.3K - $64.1K
21.9K $2.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
373
+ 16.55%
$468.34 - $539.52 $175K - $201K
2.63K $1.23M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.03%
$123.25 - $162.53 $123 - $163
3.23K $508K
XLE
Energy Sector Spdr

ETFs
6
+ 0.07%
$85.7 - $93.96 $514 - $564
9.05K $846K
BMY
Bristol Myers Squibb CO

Healthcare
60
+ 0.42%
$53.9 - $63.11 $3.23K - $3.79K
14.4K $880K
DNP
Dnp Select Income Fund Inc

Financial Services
594
+ 1.12%
$8.93 - $9.92 $5.3K - $5.89K
53.7K $531K
HDV
Ishares Core High Dividend ETF

ETFs
13
+ 0.2%
$110.86 - $121.12 $1.44K - $1.57K
6.58K $797K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.36%
$208.48 - $244.03 $1.25K - $1.46K
1.69K $412K
GE
General Electric CO

Industrials
1
+ 0.06%
$168.59 - $212.13 $169 - $212
1.57K $314K
WELL
Welltower Inc.

Real Estate
5
+ 0.31%
$124.05 - $156.86 $620 - $784
1.61K $246K
XMPT
Vaneck Cef Muni Income ETF

ETFs
1.19K
+ 2.31%
$21.43 - $22.4 $25.4K - $26.5K
52.5K $1.14M
CRWD
Crowd Strike Holdings, Inc.

Technology
44
+ 2.71%
$308.86 - $455.36 $13.6K - $20K
1.67K $588K
ALL
Allstate Corp

Financial Services
2
+ 0.09%
$180.99 - $210.18 $362 - $420
2.22K $458K
NEE
Nextera Energy Inc

Utilities
482
+ 14.28%
$66.96 - $76.16 $32.3K - $36.7K
3.86K $273K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.0%
$85.55 - $94.34 $85.6 - $94.3
20.5K $1.85M
AFL
Aflac Inc

Financial Services
15
+ 0.43%
$100.99 - $111.19 $1.51K - $1.67K
3.48K $387K
HON
Honeywell International Inc

Industrials
257
+ 13.62%
$202.75 - $226.52 $52.1K - $58.2K
2.14K $453K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.48K
+ 8.38%
$57.21 - $65.8 $142K - $163K
32.1K $1.87M
PEP
Pepsico Inc

Consumer Defensive
322
+ 2.92%
$142.64 - $156.42 $45.9K - $50.4K
11.3K $1.7M
META
Meta Platforms, Inc.

Communication Services
50
+ 13.85%
$576.36 - $736.67 $28.8K - $36.8K
411 $236K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14
+ 0.28%
$68.32 - $75.06 $956 - $1.05K
4.98K $371K
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
+ 17.27%
$190.26 - $242.06 $216K - $274K
7.7K $1.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
91
+ 7.02%
$497.6 - $606.74 $45.3K - $55.2K
1.39K $690K
VONV
Vanguard Russell 1000 Value Et

ETFs
78
+ 1.25%
$80.21 - $86.14 $6.26K - $6.72K
6.31K $520K
CINF
Cincinnati Financial Corp

Financial Services
9
+ 0.3%
$133.67 - $147.81 $1.2K - $1.33K
2.98K $440K
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 0.31%
$85.68 - $97.5 $1.03K - $1.17K
3.86K $361K
DVY
Ishares Tr

ETFs
4
+ 0.12%
$128.58 - $138.1 $514 - $552
3.46K $464K
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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