Investment Partners, Ltd. Incresed Positions in Q2 2025

Investment Partners, Ltd.

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
48.6K
+ 23.99%
$45.65 - $57.01 $2.22M - $2.77M
251K $14.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
698
+ 1.97%
$320.42 - $424.58 $224K - $296K
36.2K $15.4M
NVDA
Nvidia Corp

Technology
413
+ 0.88%
$94.31 - $157.99 $39K - $65.2K
47.3K $7.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.37K
+ 6.23%
$104.34 - $138.68 $247K - $329K
40.4K $5.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.2K
+ 7.15%
$39.89 - $49.46 $408K - $505K
153K $7.58M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.23K
+ 4.0%
$166.82 - $194.23 $371K - $432K
57.9K $11.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.84K
+ 13.72%
$77.74 - $78.78 $687K - $696K
73.3K $5.77M
IWS
Ishares Russell Midcap Value E

ETFs
3.49K
+ 10.2%
$110.58 - $132.14 $385K - $461K
37.6K $4.97M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.34K
+ 10.58%
$51.68 - $52.76 $483K - $493K
97.6K $5.15M
PLTR
Palantir Technologies Inc.

Technology
427
+ 5.81%
$74.01 - $144.25 $31.6K - $61.6K
7.77K $1.06M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
300
+ 3.57%
$224.16 - $285.86 $67.2K - $85.8K
8.7K $2.49M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.9K
+ 10.55%
$50.09 - $51.09 $245K - $250K
51.3K $2.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
122
+ 4.64%
$416.06 - $551.64 $50.8K - $67.3K
2.75K $1.52M
IWN
Ishares Russell2000 Val ETF

ETFs
969
+ 5.94%
$131.84 - $157.76 $128K - $153K
17.3K $2.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
354
+ 12.88%
$141.37 - $228.57 $50K - $80.9K
3.1K $702K
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 1.09%
$167.32 - $223.3 $14.1K - $18.8K
7.78K $1.71M
VST
Vistra Corp.

Utilities
2
+ 0.08%
$98.07 - $195.04 $196 - $390
2.55K $494K
GOOGL
Alphabet Inc.

Communication Services
329
+ 5.6%
$144.7 - $178.6 $47.6K - $58.8K
6.2K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 7.11%
$221.86 - $362.89 $27.7K - $45.4K
1.88K $598K
ASML
Asml Holding Nv

Technology
3
+ 0.3%
$595.37 - $815.24 $1.79K - $2.45K
991 $794K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.24%
$462.22 - $707.75 $924 - $1.42K
851 $602K
XLU
Utilities Sector Spdr

ETFs
264
+ 0.68%
$73.09 - $82.77 $19.3K - $21.9K
39.1K $3.19M
HBAN
Huntington Bancshares Inc

Financial Services
963
+ 1.49%
$12.49 - $16.76 $12K - $16.1K
65.6K $1.1M
GLD
Spdr Gold Trust

ETFs
128
+ 2.43%
$273.71 - $316.29 $35K - $40.5K
5.39K $1.64M
IVE
Ishares S&P 500 Value ETF

ETFs
32
+ 0.14%
$168.34 - $195.42 $5.39K - $6.25K
23.7K $4.63M
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 1.14%
$908.13 - $1056.85 $21.8K - $25.4K
2.12K $2.1M
MU
Micron Technology Inc

Technology
1
+ 0.03%
$64.72 - $127.91 $64.7 - $128
3.07K $378K
GE
General Electric CO

Industrials
1
+ 0.06%
$166.81 - $257.39 $167 - $257
1.57K $404K
PANW
Palo Alto Networks Inc

Technology
127
+ 7.73%
$152.44 - $204.64 $19.4K - $26K
1.77K $362K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
30
+ 0.27%
$73.0 - $85.5 $2.19K - $2.57K
10.9K $920K
ABT
Abbott Laboratories

Healthcare
353
+ 6.26%
$123.95 - $138.08 $43.8K - $48.7K
6K $815K
XLF
Financial Sector Spdr

ETFs
311
+ 1.88%
$43.92 - $52.37 $13.7K - $16.3K
16.8K $881K
ADI
Analog Devices Inc

Technology
5
+ 0.33%
$164.6 - $238.02 $823 - $1.19K
1.5K $357K
DGRO
Ishares Core Dividend Growth E

ETFs
43
+ 0.19%
$55.22 - $63.94 $2.37K - $2.75K
22.3K $1.43M
MS
Morgan Stanley

Financial Services
3
+ 0.15%
$99.83 - $140.86 $299 - $423
2.07K $291K
HON
Honeywell International Inc

Industrials
7
+ 0.33%
$182.86 - $232.88 $1.28K - $1.63K
2.15K $500K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
32
+ 0.13%
$29.52 - $35.31 $945 - $1.13K
24K $848K
GD
General Dynamics Corp

Industrials
9
+ 0.43%
$247.68 - $291.66 $2.23K - $2.62K
2.09K $608K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
28
+ 0.76%
$89.4 - $99.04 $2.5K - $2.77K
3.7K $358K
AOM
Ishares Tr Core Moderate Alloc

ETFs
55
+ 0.58%
$41.55 - $46.04 $2.29K - $2.53K
9.55K $439K
MUB
Ishares National Muni Bond ETF

ETFs
448
+ 1.84%
$102.31 - $105.8 $45.8K - $47.4K
24.8K $2.59M
VONV
Vanguard Russell 1000 Value Et

ETFs
25
+ 0.4%
$73.19 - $85.21 $1.83K - $2.13K
6.33K $539K
ENB
Enbridge Inc

Energy
109
+ 0.78%
$41.09 - $47.16 $4.48K - $5.14K
14.2K $641K
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
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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