Investment Partners, Ltd. Reduced Holdings in Q2 2025

Investment Partners, Ltd.

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-16.2K
- 74.02%
$104.23 - $134.39 $1.69M - $2.18M
5.69K $764K
LLY
Eli Lilly & CO

Healthcare
-248
- 3.79%
$713.71 - $898.95 $177K - $223K
6.3K $4.91M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-27.4K
- 21.56%
$18.21 - $18.97 $498K - $519K
99.5K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
-290
- 16.33%
$274.35 - $599.47 $79.6K - $174K
1.49K $463K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-131
- 2.26%
$483.48 - $539.8 $63.3K - $70.7K
5.66K $2.75M
CVX
Chevron Corp

Energy
-769
- 9.13%
$133.73 - $168.51 $103K - $130K
7.66K $1.1M
BMY
Bristol Myers Squibb CO

Healthcare
-1.85K
- 12.79%
$44.12 - $59.6 $81.5K - $110K
12.6K $582K
XOM
Exxon Mobil Corp

Energy
-680
- 4.18%
$99.93 - $119.04 $68K - $80.9K
15.6K $1.68M
PG
Procter & Gamble CO

Consumer Defensive
-922
- 10.31%
$157.66 - $172.39 $145K - $159K
8.02K $1.28M
JNJ
Johnson & Johnson

Healthcare
-890
- 14.18%
$146.36 - $159.82 $130K - $142K
5.39K $822K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-8.79K
- 35.45%
$20.12 - $21.0 $177K - $185K
16K $334K
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 0.8%
$285.55 - $321.23 $14K - $15.7K
6.05K $1.77M
AEP
American Electric Power CO Inc

Utilities
-197
- 0.92%
$98.59 - $109.11 $19.4K - $21.5K
21.1K $2.19M
DIS
Walt Disney CO

Communication Services
-2.71K
- 34.0%
$81.72 - $124.01 $222K - $337K
5.27K $653K
KO
Coca Cola CO

Consumer Defensive
-1.18K
- 7.97%
$68.37 - $73.9 $80.3K - $86.8K
13.6K $960K
WMT
Walmart Inc.

Consumer Defensive
-3.28K
- 14.25%
$81.79 - $99.98 $268K - $327K
19.7K $1.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.15K
- 9.82%
$51.16 - $62.02 $161K - $195K
28.9K $1.79M
ADP
Automatic Data Processing Inc

Industrials
-311
- 4.2%
$276.76 - $326.81 $86.1K - $102K
7.09K $2.19M
MRK
Merck & Co., Inc.

Healthcare
-158
- 3.04%
$73.47 - $87.12 $11.6K - $13.8K
5.03K $398K
INTC
Intel Corp

Technology
-2.76K
- 19.86%
$18.13 - $22.69 $50.1K - $62.7K
11.1K $249K
ADBE
Adobe Inc.

Technology
-177
- 13.03%
$340.0 - $420.68 $60.2K - $74.5K
1.18K $456K
PFE
Pfizer Inc

Healthcare
-1.71K
- 8.73%
$21.59 - $24.84 $37K - $42.6K
17.9K $434K
HD
Home Depot, Inc.

Consumer Cyclical
-164
- 3.57%
$335.24 - $380.78 $55K - $62.4K
4.43K $1.62M
CMCSA
Comcast Corp

Communication Services
-958
- 11.85%
$32.84 - $36.72 $31.5K - $35.2K
7.12K $254K
NEE
Nextera Energy Inc

Utilities
-363
- 9.41%
$64.11 - $75.0 $23.3K - $27.2K
3.5K $242K
V
Visa Inc.

Financial Services
-131
- 2.77%
$308.27 - $373.31 $40.4K - $48.9K
4.6K $1.63M
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 1.22%
$210.83 - $235.28 $4.01K - $4.47K
1.54K $341K
IWM
Ishares Russell 2000 ETF

ETFs
-386
- 10.13%
$174.82 - $215.79 $67.5K - $83.3K
3.43K $739K
CSCO
Cisco Systems, Inc.

Technology
-1.77K
- 12.08%
$53.19 - $69.38 $94.1K - $123K
12.9K $892K
Blackrock Inc
-3
- 0.71%
N/A
421 $0
LMT
Lockheed Martin Corp

Industrials
-50
- 2.39%
$430.82 - $486.45 $21.5K - $24.3K
2.04K $945K
AMG
Affiliated Managers Group, Inc.

Financial Services
-45
- 2.95%
$143.35 - $197.67 $6.45K - $8.9K
1.48K $291K
BAC
Bank Of America Corp

Financial Services
-100
- 1.31%
$34.39 - $47.46 $3.44K - $4.75K
7.51K $355K
IBM
International Business Machines Corp

Technology
-426
- 11.41%
$221.03 - $294.78 $94.2K - $126K
3.31K $974K
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 0.91%
$451.58 - $565.94 $4.52K - $5.66K
1.08K $589K
META
Meta Platforms, Inc.

Communication Services
-10
- 2.43%
$484.66 - $738.09 $4.85K - $7.38K
401 $295K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.16%
$496.48 - $617.85 $993 - $1.24K
1.28K $791K
VB
Vanguard Small Cap ETF

ETFs
-35
- 0.52%
$193.73 - $237.37 $6.78K - $8.31K
6.66K $1.58M
GOOG
Alphabet Inc.

Communication Services
-248
- 3.26%
$146.58 - $180.01 $36.4K - $44.6K
7.37K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-274
- 5.25%
$498.8 - $620.9 $137K - $170K
4.95K $3.07M
VO
Vanguard Mid Cap ETF

ETFs
-114
- 1.21%
$228.54 - $279.83 $26.1K - $31.9K
9.34K $2.61M
CAT
Caterpillar Inc

Industrials
-16
- 0.43%
$273.94 - $388.21 $4.38K - $6.21K
3.67K $1.42M
IEFA
Ishares Tr

ETFs
-3.08K
- 4.71%
$67.83 - $84.09 $209K - $259K
62.3K $5.2M
JPM
Jpmorgan Chase & CO

Financial Services
-1.9K
- 9.48%
$210.28 - $289.91 $398K - $549K
18.1K $5.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
-246
- 0.46%
$82.96 - $110.1 $20.4K - $27.1K
53.7K $5.92M
ORCL
Oracle Corp

Technology
-1.74K
- 10.46%
$122.82 - $218.63 $214K - $380K
14.9K $3.26M
MSFT
Microsoft Corp

Technology
-1.78K
- 7.83%
$354.56 - $497.45 $630K - $884K
20.9K $10.4M
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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