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
$2.83T
$9.57 Million 3.98% of portfolio
22,708
Q4 2024 Added 5.48%
$3.66T
$8.54 Million 3.55% of portfolio
34,115
Q4 2024 Added 0.36%
$267B
$6.26 Million 2.6% of portfolio
46,640
Q4 2024 Added 2.54%
$788B
$5.05 Million 2.1% of portfolio
6,542
Q4 2024 Added 0.34%
$681B
$4.65 Million 1.93% of portfolio
19,415
Q4 2024 Added 3.27%
$383B
$3.06 Million 1.27% of portfolio
17,199
Q4 2024 Added 1.01%
$401B
$2.77 Million 1.15% of portfolio
16,626
Q4 2024 Reduced 4.23%
$641B
$2.64 Million 1.1% of portfolio
5,822
Q4 2024 Added 0.17%
$126B
$2.16 Million 0.9% of portfolio
7,388
Q4 2024 Added 9.18%
$238B
$2.08 Million 0.86% of portfolio
22,970
Q4 2024 Added 1.88%
$55.1B
$1.97 Million 0.82% of portfolio
21,401
Q4 2024 Added 4.44%
$414B
$1.85 Million 0.77% of portfolio
2,021
Q4 2024 Added 0.3%
$233B
$1.76 Million 0.73% of portfolio
6,078
Q4 2024 Added 15.0%
$384B
$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%
$466B
$1.68 Million 0.7% of portfolio
15,610
Q4 2024 Added 0.33%
$418B
$1.55 Million 0.65% of portfolio
9,261
Q4 2024 Added 10.7%
$1.98T
$1.44 Million 0.6% of portfolio
6,565
Q4 2024 Reduced 1.06%
$449B
$1.36 Million 0.57% of portfolio
2,695
Q4 2024 Reduced 1.21%
$1.02T
$1.35 Million 0.56% of portfolio
7,076
Q4 2024 Reduced 3.99%
$182B
$1.24 Million 0.52% of portfolio
3,425
Q4 2024 Added 0.09%
$308B
$1.22 Million 0.51% of portfolio
8,392
Q4 2024 Added 4.68%
$21.1B
$1.08 Million 0.45% of portfolio
66,330
Q4 2024 Added 0.07%
$126B
$1.02 Million 0.43% of portfolio
2,109
Q4 2024 Added 6.73%
$1.04T
$1.02 Million 0.42% of portfolio
5,377
Q4 2024 Added 0.54%
$438B
$905,000 0.38% of portfolio
6,262
Q4 2024 Added 3.44%
$255B
$911,000 0.38% of portfolio
15,397
Q4 2024 Added 11.6%
$309B
$918,000 0.38% of portfolio
14,747
Q4 2024 Reduced 0.05%
$188B
$890,000 0.37% of portfolio
7,998
Q4 2024 Reduced 1.67%
$230B
$869,000 0.36% of portfolio
3,954
Q4 2024 Reduced 1.03%
$134B
$813,000 0.34% of portfolio
14,378
Q4 2024 Added 1.14%
$195B
$784,000 0.33% of portfolio
19,608
Q4 2024 Reduced 7.43%
$271B
$691,000 0.29% of portfolio
997
Q4 2024 Added 4.4%
$206B
$674,000 0.28% of portfolio
1,297
Q4 2024 Reduced 13.36%
$701B
$669,000 0.28% of portfolio
1,658
Q4 2024 Added 44.55%
$241B
$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%
$74.7B
$603,000 0.25% of portfolio
2,291
Q4 2024 Added 2.28%
$171B
$579,000 0.24% of portfolio
1,111
Q4 2024 Added 0.91%
$66.4B
$556,000 0.23% of portfolio
1,626
Q2 2024 Reduced 0.61%
$150B
$546,000 0.23% of portfolio
20,616
Q4 2024 Added 8.68%
$885B
$542,000 0.23% of portfolio
2,748
Q4 2024 Added 0.04%
$202B
$532,000 0.22% of portfolio
1,197
Q4 2024 Reduced 0.83%
$147B
$530,000 0.22% of portfolio
5,747
Q4 2024 Added 2.68%
$181B
$475,000 0.2% of portfolio
831
Q4 2024 Added 11.54%
$76.3B
$491,000 0.2% of portfolio
1,047
Q4 2024 Reduced 5.42%
$2.47B
$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%
$241B
$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
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