Investment Partners, Ltd. Incresed Positions in Q4 2024

Investment Partners, Ltd.

  • $241 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
40.8K
+ 296.31%
$24.04 - $26.75 $980K - $1.09M
54.5K $1.32M
NVDA
Nvidia Corp

Technology
1.15K
+ 2.54%
$117.0 - $148.88 $135K - $172K
46.6K $6.26M
JPM
Jpmorgan Chase & CO

Financial Services
615
+ 3.27%
$205.18 - $250.29 $126K - $154K
19.4K $4.65M
AAPL
Apple Inc.

Technology
124
+ 0.36%
$221.69 - $259.02 $27.5K - $32.1K
34.1K $8.54M
IWP
Ishares Russell Mid Cap Growth

ETFs
969
+ 2.55%
$116.4 - $138.52 $113K - $134K
39K $4.95M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.1K
+ 13.17%
$51.54 - $52.55 $469K - $478K
78.2K $4.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.02K
+ 13.4%
$77.02 - $78.58 $464K - $473K
51K $3.94M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.7K
+ 12.45%
$42.33 - $43.3 $455K - $465K
97K $4.13M
TSLA
Tesla, Inc.

Consumer Cyclical
511
+ 44.55%
$213.65 - $479.86 $109K - $245K
1.66K $669K
MSFT
Microsoft Corp

Technology
1.18K
+ 5.48%
$406.35 - $454.46 $479K - $536K
22.7K $9.57M
WMT
Walmart Inc.

Consumer Defensive
423
+ 1.88%
$79.1 - $95.7 $33.5K - $40.5K
23K $2.08M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.5K
+ 14.29%
$49.87 - $52.46 $274K - $288K
44K $2.19M
CSCO
Cisco Systems, Inc.

Technology
1.6K
+ 11.6%
$52.45 - $60.02 $83.9K - $96K
15.4K $911K
MCD
Mcdonalds Corp

Consumer Cyclical
793
+ 15.0%
$288.47 - $316.54 $229K - $251K
6.08K $1.76M
GOOGL
Alphabet Inc.

Communication Services
29
+ 0.54%
$161.86 - $196.66 $4.69K - $5.7K
5.38K $1.02M
GS
Goldman Sachs Group Inc

Financial Services
86
+ 11.54%
$486.1 - $608.57 $41.8K - $52.3K
831 $475K
HBAN
Huntington Bancshares Inc

Financial Services
47
+ 0.07%
$14.18 - $18.2 $666 - $855
66.3K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
895
+ 10.7%
$161.05 - $179.7 $144K - $161K
9.26K $1.55M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
231
+ 2.74%
$278.19 - $315.36 $64.3K - $72.8K
8.68K $2.5M
IWS
Ishares Russell Midcap Value E

ETFs
1.47K
+ 4.33%
$128.08 - $140.32 $189K - $207K
35.5K $4.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 3.68%
$481.22 - $538.17 $38.5K - $43.1K
2.25K $1.15M
VEA
Vanguard Ftse Developed Market

ETFs
19.9K
+ 11.55%
$47.57 - $52.44 $944K - $1.04M
192K $9.17M
AFL
Aflac Inc

Financial Services
1.03K
+ 42.38%
$100.37 - $115.27 $104K - $119K
3.47K $358K
BMY
Bristol Myers Squibb CO

Healthcare
162
+ 1.14%
$51.92 - $59.94 $8.41K - $9.71K
14.4K $813K
BAC
Bank Of America Corp

Financial Services
912
+ 14.11%
$39.22 - $47.77 $35.8K - $43.6K
7.37K $324K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.04%
$172.07 - $207.36 $172 - $207
2.75K $542K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.3%
$873.59 - $994.69 $5.24K - $5.97K
2.02K $1.85M
CINF
Cincinnati Financial Corp

Financial Services
295
+ 11.01%
$132.86 - $160.16 $39.2K - $47.2K
2.97K $427K
GILD
Gilead Sciences, Inc.

Healthcare
150
+ 2.68%
$83.95 - $97.9 $12.6K - $14.7K
5.75K $530K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 0.91%
$471.27 - $550.62 $4.71K - $5.51K
1.11K $579K
HD
Home Depot, Inc.

Consumer Cyclical
264
+ 6.38%
$385.02 - $431.37 $102K - $114K
4.4K $1.71M
CVX
Chevron Corp

Energy
375
+ 4.68%
$141.15 - $162.53 $52.9K - $60.9K
8.39K $1.22M
ENB
Enbridge Inc

Energy
126
+ 0.84%
$40.4 - $43.92 $5.09K - $5.53K
15.2K $643K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.13%
$378.79 - $428.11 $379 - $428
751 $308K
T
At&T Inc.

Communication Services
301
+ 2.51%
$21.22 - $23.88 $6.39K - $7.19K
12.3K $280K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.08%
$567.81 - $607.81 $568 - $608
1.28K $751K
META
Meta Platforms, Inc.

Communication Services
10
+ 2.85%
$554.08 - $632.68 $5.54K - $6.33K
361 $212K
VIG
Vanguard Dividend Appreciation

ETFs
35
+ 0.12%
N/A
30.2K $5.51M
Jacobs Solutions Inc
1
+ 0.06%
N/A
1.71K $0
GLD
Spdr Gold Trust

ETFs
15
+ 0.29%
$236.59 - $257.5 $3.55K - $3.86K
5.26K $1.27M
PFE
Pfizer Inc

Healthcare
1.65K
+ 8.68%
$24.8 - $30.19 $40.8K - $49.7K
20.6K $546K
SBUX
Starbucks Corp

Consumer Cyclical
240
+ 6.13%
$87.44 - $102.5 $21K - $24.6K
4.15K $378K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.15%
$113.92 - $127.38 $456 - $510
2.6K $299K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
59
+ 3.63%
$209.89 - $233.24 $12.4K - $13.8K
1.68K $357K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13
+ 0.26%
$69.58 - $74.87 $905 - $973
4.96K $347K
AOM
Ishares Tr Core Moderate Alloc

ETFs
168
+ 1.8%
$43.44 - $45.05 $7.3K - $7.57K
9.5K $412K
YUM
Yum Brands Inc

Consumer Cyclical
72
+ 2.28%
$130.36 - $139.54 $9.39K - $10K
3.23K $433K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
78
+ 0.33%
$35.45 - $40.33 $2.77K - $3.15K
24K $860K
VONV
Vanguard Russell 1000 Value Et

ETFs
28
+ 0.45%
$80.87 - $87.69 $2.26K - $2.46K
6.23K $506K
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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