Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

  • $241 Million
  • Q4 2024

Investment Partners, Ltd. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $14.6M, Ishares Russell 1000 Val ETF with a value of $10.4M, Microsoft Corp with a value of $9.57M, Vanguard Ftse Developed Market with a value of $9.17M, and Apple Inc. with a value of $8.54M.

Examining the 13F form we can see an increase of $1.53M in the current position value, from $239M to 241M.

Below you can find more details about Investment Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $241 Million
ETFs: $145 Million
Technology: $32.6 Million
Healthcare: $14.7 Million
Financial Services: $14.4 Million
Consumer Defensive: $9 Million
Industrials: $6.88 Million
Consumer Cyclical: $6.78 Million
Communication Services: $4.85 Million
Other: $6.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.9T
$9.57 Million 3.98% of portfolio
22,708
Q4 2024 Added 5.48%
$3.83T
$8.54 Million 3.55% of portfolio
34,115
Q4 2024 Added 0.36%
$284B
$6.26 Million 2.6% of portfolio
46,640
Q4 2024 Added 2.54%
$883B
$5.05 Million 2.1% of portfolio
6,542
Q4 2024 Added 0.34%
$764B
$4.65 Million 1.93% of portfolio
19,415
Q4 2024 Added 3.27%
$374B
$3.06 Million 1.27% of portfolio
17,199
Q4 2024 Added 1.01%
$437B
$2.77 Million 1.15% of portfolio
16,626
Q4 2024 Reduced 4.23%
$669B
$2.64 Million 1.1% of portfolio
5,822
Q4 2024 Added 0.17%
$132B
$2.16 Million 0.9% of portfolio
7,388
Q4 2024 Added 9.18%
$265B
$2.08 Million 0.86% of portfolio
22,970
Q4 2024 Added 1.88%
$55.3B
$1.97 Million 0.82% of portfolio
21,401
Q4 2024 Added 4.44%
$463B
$1.85 Million 0.77% of portfolio
2,021
Q4 2024 Added 0.3%
$224B
$1.76 Million 0.73% of portfolio
6,078
Q4 2024 Added 15.0%
$399B
$1.71 Million 0.71% of portfolio
4,400
Q4 2024 Added 6.38%
$215B
$1.68 Million 0.7% of portfolio
11,021
Q4 2024 Added 2.69%
$449B
$1.68 Million 0.7% of portfolio
15,610
Q4 2024 Added 0.33%
$416B
$1.55 Million 0.65% of portfolio
9,261
Q4 2024 Added 10.7%
$2.09T
$1.44 Million 0.6% of portfolio
6,565
Q4 2024 Reduced 1.06%
$437B
$1.36 Million 0.57% of portfolio
2,695
Q4 2024 Reduced 1.21%
$1.03T
$1.35 Million 0.56% of portfolio
7,076
Q4 2024 Reduced 3.99%
$175B
$1.24 Million 0.52% of portfolio
3,425
Q4 2024 Added 0.09%
$300B
$1.22 Million 0.51% of portfolio
8,392
Q4 2024 Added 4.68%
$23.4B
$1.08 Million 0.45% of portfolio
66,330
Q4 2024 Added 0.07%
$118B
$1.02 Million 0.43% of portfolio
2,109
Q4 2024 Added 6.73%
$1.02T
$1.02 Million 0.42% of portfolio
5,377
Q4 2024 Added 0.54%
$437B
$905,000 0.38% of portfolio
6,262
Q4 2024 Added 3.44%
$261B
$911,000 0.38% of portfolio
15,397
Q4 2024 Added 11.6%
$313B
$918,000 0.38% of portfolio
14,747
Q4 2024 Reduced 0.05%
$206B
$890,000 0.37% of portfolio
7,998
Q4 2024 Reduced 1.67%
$224B
$869,000 0.36% of portfolio
3,954
Q4 2024 Reduced 1.03%
$127B
$813,000 0.34% of portfolio
14,378
Q4 2024 Added 1.14%
$184B
$784,000 0.33% of portfolio
19,608
Q4 2024 Reduced 7.43%
$278B
$691,000 0.29% of portfolio
997
Q4 2024 Added 4.4%
$205B
$674,000 0.28% of portfolio
1,297
Q4 2024 Reduced 13.36%
$899B
$669,000 0.28% of portfolio
1,658
Q4 2024 Added 44.55%
$246B
$679,000 0.28% of portfolio
6,005
Q4 2024 Reduced 12.6%
$86.4B
$643,000 0.27% of portfolio
15,162
Q4 2024 Added 0.84%
$69.7B
$603,000 0.25% of portfolio
2,291
Q4 2024 Added 2.28%
$200B
$579,000 0.24% of portfolio
1,111
Q4 2024 Added 0.91%
$82.2B
$556,000 0.23% of portfolio
1,626
Q2 2024 Reduced 0.61%
$147B
$546,000 0.23% of portfolio
20,616
Q4 2024 Added 8.68%
$897B
$542,000 0.23% of portfolio
2,748
Q4 2024 Added 0.04%
$205B
$532,000 0.22% of portfolio
1,197
Q4 2024 Reduced 0.83%
$145B
$530,000 0.22% of portfolio
5,747
Q4 2024 Added 2.68%
$207B
$475,000 0.2% of portfolio
831
Q4 2024 Added 11.54%
$72.9B
$491,000 0.2% of portfolio
1,047
Q4 2024 Reduced 5.42%
$2.7B
$476,000 0.2% of portfolio
2,780
Q1 2024 New
$0
$468,000 0.19% of portfolio
53,131
Q4 2024 Added 8.97%
$236B
$468,000 0.19% of portfolio
4,712
Q4 2024 Reduced 24.0%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $241 Million
  • Prior Value $239 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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