Investment Partners, Ltd. Reduced Holdings in Q3 2024

Investment Partners, Ltd.

  • $239 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-124
- 0.57%
$395.15 - $467.56 $49K - $58K
21.5K $9.26M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.27K
- 21.17%
$256.4 - $289.78 $582K - $657K
8.45K $2.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-3.69K
- 17.93%
$150.05 - $171.34 $553K - $632K
16.9K $2.82M
MUB
Ishares National Muni Bond ETF

ETFs
-2.63K
- 7.84%
$106.13 - $108.7 $279K - $286K
30.9K $3.36M
INTC
Intel Corp

Technology
-1.86K
- 11.91%
$18.9 - $34.87 $35.1K - $64.8K
13.7K $322K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.34K
- 10.4%
$112.99 - $126.45 $264K - $295K
20.1K $2.53M
GOOGL
Alphabet Inc.

Communication Services
-48
- 0.89%
$148.65 - $191.18 $7.14K - $9.18K
5.35K $886K
CVX
Chevron Corp

Energy
-133
- 1.63%
$137.88 - $161.97 $18.3K - $21.5K
8.02K $1.18M
NEE
Nextera Energy Inc

Utilities
-1.76K
- 35.38%
$69.9 - $84.97 $123K - $150K
3.22K $271K
MRK
Merck & Co., Inc.

Healthcare
-31
- 0.5%
$111.15 - $128.97 $3.45K - $4K
6.2K $704K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.43K
- 9.05%
$51.46 - $53.07 $73.5K - $75.8K
14.4K $762K
DIS
Walt Disney CO

Communication Services
-67
- 0.82%
$85.6 - $98.61 $5.74K - $6.61K
8.13K $782K
VIG
Vanguard Dividend Appreciation

ETFs
-94
- 0.31%
$182.15 - $182.15 $17.1K - $17.1K
30.2K $5.5M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-312
- 6.75%
$81.14 - $92.39 $25.3K - $28.8K
4.31K $382K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.89K
- 10.84%
$125.95 - $142.04 $237K - $268K
15.5K $2.2M
BAC
Bank Of America Corp

Financial Services
-209
- 3.13%
$36.65 - $44.13 $7.66K - $9.22K
6.46K $256K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.43K
- 6.01%
$103.87 - $117.59 $253K - $286K
38.1K $4.46M
Encore Energy Corp
-13.6K
- 39.63%
N/A
20.7K $0
Jacobs Solutions Inc
-59
- 3.33%
N/A
1.71K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-94
- 5.47%
$210.25 - $231.86 $19.8K - $21.8K
1.63K $362K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-130
- 5.94%
$90.87 - $102.43 $11.8K - $13.3K
2.06K $203K
PFE
Pfizer Inc

Healthcare
-499
- 2.56%
$27.7 - $31.39 $13.8K - $15.7K
19K $548K
INDA
Ishares Msci India Index Fund

ETFs
-201
- 2.84%
$54.86 - $59.22 $11K - $11.9K
6.89K $403K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.93K
- 2.18%
$41.95 - $43.42 $80.8K - $83.6K
86.3K $3.75M
NKE
Nike, Inc.

Consumer Cyclical
-31
- 1.16%
$71.09 - $89.44 $2.2K - $2.77K
2.64K $233K
T
At&T Inc.

Communication Services
-120
- 0.99%
$18.21 - $22.28 $2.19K - $2.67K
12K $264K
HBAN
Huntington Bancshares Inc

Financial Services
-4.95K
- 6.95%
$12.84 - $15.15 $63.5K - $75K
66.3K $974K
PEP
Pepsico Inc

Consumer Defensive
-97
- 0.9%
$161.9 - $179.3 $15.7K - $17.4K
10.7K $1.82M
GIS
General Mills Inc

Consumer Defensive
-117
- 2.45%
$62.5 - $75.15 $7.31K - $8.79K
4.66K $343K
ABT
Abbott Laboratories

Healthcare
-239
- 3.36%
$100.07 - $118.13 $23.9K - $28.2K
6.87K $783K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-1.85K
- 1.33%
$18.19 - $18.81 $33.6K - $34.7K
137K $2.58M
ALL
Allstate Corp

Financial Services
-88
- 3.78%
$158.43 - $192.86 $13.9K - $17K
2.24K $424K
AMT
American Tower Corp

Real Estate
-28
- 1.69%
$192.27 - $242.73 $5.38K - $6.8K
1.63K $378K
V
Visa Inc.

Financial Services
-28
- 0.52%
$253.74 - $291.56 $7.1K - $8.16K
5.35K $1.47M
VZ
Verizon Communications Inc

Communication Services
-468
- 2.16%
$38.89 - $45.0 $18.2K - $21.1K
21.2K $951K
ENB
Enbridge Inc

Energy
-414
- 2.68%
$35.27 - $41.18 $14.6K - $17K
15K $610K
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.3%
$160.76 - $177.82 $4.02K - $4.45K
8.37K $1.45M
GILD
Gilead Sciences, Inc.

Healthcare
-302
- 5.12%
$66.59 - $83.99 $20.1K - $25.4K
5.6K $469K
SBUX
Starbucks Corp

Consumer Cyclical
-46
- 1.16%
$72.51 - $98.6 $3.34K - $4.54K
3.91K $381K
CSCO
Cisco Systems, Inc.

Technology
-50
- 0.36%
$44.74 - $53.22 $2.24K - $2.66K
13.8K $734K
VB
Vanguard Small Cap ETF

ETFs
-327
- 4.06%
$214.77 - $237.72 $70.2K - $77.7K
7.72K $1.83M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-431
- 1.35%
$57.32 - $62.65 $24.7K - $27K
31.5K $1.96M
KO
Coca Cola CO

Consumer Defensive
-95
- 0.64%
$62.69 - $73.01 $5.96K - $6.94K
14.8K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
-135
- 0.71%
$194.9 - $224.8 $26.3K - $30.3K
18.8K $3.96M
BMY
Bristol Myers Squibb CO

Healthcare
-277
- 1.91%
$39.66 - $51.75 $11K - $14.3K
14.2K $735K
VO
Vanguard Mid Cap ETF

ETFs
-259
- 2.52%
$237.84 - $263.83 $61.6K - $68.3K
10K $2.65M
IWS
Ishares Russell Midcap Value E

ETFs
-1.83K
- 5.1%
$119.52 - $132.25 $218K - $242K
34K $4.5M
IBM
International Business Machines Corp

Technology
-44
- 1.09%
$175.1 - $223.38 $7.7K - $9.83K
4K $883K
CAT
Caterpillar Inc

Industrials
-21
- 0.61%
$316.8 - $391.12 $6.65K - $8.21K
3.42K $1.34M
Activity Summary
Buys All Purchases 58 New Holdings 7 Increased Positions 51 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investment Partners, Ltd. Portfolio

Follow Investment Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Investment Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email