Investment Partners, Ltd. Purchases in Q1 2025

Investment Partners, Ltd.

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
136
+ 2.16%
N/A
6.44K $489K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.05%
N/A
30.3K $5.51M
Ishares Bitcoin Trust ETF
5.74K
+ 41.05%
N/A
19.7K $0
Cava Group Inc
3.43K
New
N/A
3.43K $0
Blackrock Inc
56
+ 15.22%
N/A
424 $0
MRK
Merck & Co., Inc.

Healthcare
477
+ 10.12%
$83.01 - $101.02 $39.6K - $48.2K
5.19K $465K
BAC
Bank Of America Corp

Financial Services
233
+ 3.16%
$39.61 - $47.74 $9.23K - $11.1K
7.61K $317K
ADBE
Adobe Inc.

Technology
161
+ 13.45%
$377.84 - $464.11 $60.8K - $74.7K
1.36K $520K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 2.17%
$524.81 - $672.19 $9.45K - $12.1K
849 $463K
PRU
Prudential Financial Inc

Financial Services
21
+ 0.78%
$105.04 - $122.33 $2.21K - $2.57K
2.7K $301K
MS
Morgan Stanley

Financial Services
3
+ 0.15%
$111.68 - $141.08 $335 - $423
2.07K $241K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.32%
$222.66 - $268.42 $1.11K - $1.34K
1.56K $363K
CAT
Caterpillar Inc

Industrials
260
+ 7.59%
$326.75 - $407.63 $85K - $106K
3.69K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
195
+ 4.43%
$347.25 - $424.87 $67.7K - $82.8K
4.6K $1.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.08%
$551.42 - $612.93 $551 - $613
1.28K $717K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17
+ 0.07%
$32.49 - $37.99 $552 - $646
24K $804K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.05%
$84.5 - $105.05 $930 - $1.16K
23K $2.02M
GOOGL
Alphabet Inc.

Communication Services
497
+ 9.24%
$154.33 - $206.19 $76.7K - $102K
5.87K $908K
GOOG
Alphabet Inc.

Communication Services
542
+ 7.66%
$156.06 - $207.71 $84.6K - $113K
7.62K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 6.03%
$222.15 - $428.22 $22.2K - $42.8K
1.76K $455K
ORCL
Oracle Corp

Technology
6
+ 0.04%
$139.81 - $186.47 $839 - $1.12K
16.6K $2.33M
AAPL
Apple Inc.

Technology
428
+ 1.25%
$209.68 - $247.1 $89.7K - $106K
34.5K $7.67M
NVDA
Nvidia Corp

Technology
279
+ 0.6%
$106.98 - $149.43 $29.8K - $41.7K
46.9K $5.09M
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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