Investment Partners, Ltd. Purchases in Q2 2025

Investment Partners, Ltd.

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
448
+ 1.84%
$102.31 - $105.8 $45.8K - $47.4K
24.8K $2.59M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
28
+ 0.76%
$89.4 - $99.04 $2.5K - $2.77K
3.7K $358K
ENB
Enbridge Inc

Energy
109
+ 0.78%
$41.09 - $47.16 $4.48K - $5.14K
14.2K $641K
VONV
Vanguard Russell 1000 Value Et

ETFs
25
+ 0.4%
$73.19 - $85.21 $1.83K - $2.13K
6.33K $539K
T
At&T Inc.

Communication Services
357
+ 3.53%
$26.33 - $28.94 $9.4K - $10.3K
10.5K $302K
XLP
Consumer Staples Sector Spdr

ETFs
205
+ 3.19%
N/A
6.64K $504K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
51
+ 0.14%
$85.42 - $94.39 $4.36K - $4.81K
36.3K $3.41M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.25%
$438.31 - $527.29 $438 - $527
397 $209K
CINF
Cincinnati Financial Corp

Financial Services
11
+ 0.37%
$126.6 - $151.6 $1.39K - $1.67K
2.99K $445K
WELL
Welltower Inc.

Real Estate
6
+ 0.37%
$136.49 - $155.22 $819 - $931
1.61K $247K
Super Micro Computer Inc
5K
New
N/A
5K $0
Jacobs Solutions Inc
1.72K
New
N/A
1.72K $0
Cava Group Inc
795
+ 23.19%
N/A
4.22K $0
Ishares Bitcoin Trust ETF
17.7K
+ 89.9%
N/A
37.4K $0
GILD
Gilead Sciences, Inc.

Healthcare
32
+ 0.61%
$96.91 - $113.0 $3.1K - $3.62K
5.29K $586K
DVY
Ishares Tr

ETFs
6
+ 0.17%
$118.37 - $134.86 $710 - $809
3.47K $460K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15
+ 0.3%
$68.13 - $74.77 $1.02K - $1.12K
4.99K $363K
PRU
Prudential Financial Inc

Financial Services
23
+ 0.85%
$95.12 - $112.71 $2.19K - $2.59K
2.73K $292K
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 0.31%
$87.57 - $96.0 $1.05K - $1.15K
3.87K $352K
ALL
Allstate Corp

Financial Services
3
+ 0.14%
$180.53 - $212.64 $542 - $638
2.22K $446K
SBUX
Starbucks Corp

Consumer Cyclical
88
+ 2.17%
$79.69 - $99.41 $7.01K - $8.75K
4.14K $379K
XMPT
Vaneck Cef Muni Income ETF

ETFs
734
+ 1.4%
$20.18 - $21.62 $14.8K - $15.9K
53.2K $1.12M
AFL
Aflac Inc

Financial Services
16
+ 0.46%
$99.77 - $112.45 $1.6K - $1.8K
3.5K $368K
HDV
Ishares Core High Dividend ETF

ETFs
15
+ 0.23%
$108.41 - $120.51 $1.63K - $1.81K
6.6K $773K
VZ
Verizon Communications Inc

Communication Services
331
+ 1.77%
$41.67 - $45.62 $13.8K - $15.1K
19.1K $825K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.0%
$79.79 - $91.42 $79.8 - $91.4
20.5K $1.82M
GIS
General Mills Inc

Consumer Defensive
27
+ 0.57%
$50.37 - $60.97 $1.36K - $1.65K
4.73K $245K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.36%
$212.1 - $244.27 $1.27K - $1.47K
1.7K $370K
XLE
Energy Sector Spdr

ETFs
7
+ 0.08%
$76.44 - $94.13 $535 - $659
9.06K $768K
PEP
Pepsico Inc

Consumer Defensive
228
+ 2.01%
$128.02 - $151.37 $29.2K - $34.5K
11.6K $1.53M
ABBV
Abb Vie Inc.

Healthcare
111
+ 0.65%
$170.16 - $206.27 $18.9K - $22.9K
17.3K $3.21M
AAPL
Apple Inc.

Technology
43
+ 0.12%
$172.42 - $223.89 $7.41K - $9.63K
34.6K $7.1M
Activity Summary
Buys All Purchases 83 New Holdings 12 Increased Positions 71 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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