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
$218B
$447,000 0.19% of portfolio
5,917
Q4 2024 New
$51.4B
$426,000 0.18% of portfolio
2,213
Q4 2024 Reduced 1.21%
$21.8B
$427,000 0.18% of portfolio
2,974
Q4 2024 Added 11.01%
$138B
$426,000 0.18% of portfolio
1,887
Q4 2024 New
$40.8B
$433,000 0.18% of portfolio
3,231
Q4 2024 Added 2.28%
$106B
$373,000 0.16% of portfolio
1,756
Q4 2024 Added 0.29%
$128B
$378,000 0.16% of portfolio
4,152
Q4 2024 Added 6.13%
$156B
$383,000 0.16% of portfolio
1,554
Q4 2024 Added 1.64%
$65.5B
$358,000 0.15% of portfolio
3,467
Q4 2024 Added 42.38%
$72.4B
$349,000 0.15% of portfolio
3,849
Q4 2024 Reduced 1.53%
$113B
$357,000 0.15% of portfolio
1,684
Q4 2024 Added 3.63%
$42B
$318,000 0.13% of portfolio
2,683
Q4 2024 Reduced 1.11%
$380B
$324,000 0.13% of portfolio
7,374
Q4 2024 Added 14.11%
$151B
$315,000 0.13% of portfolio
8,419
Q4 2024 Added 1.57%
$108B
$293,000 0.12% of portfolio
1,659
Q4 2024 Reduced 7.01%
$6.83B
$293,000 0.12% of portfolio
1,585
Q2 2024 Reduced 1.86%
$175B
$280,000 0.12% of portfolio
12,311
Q4 2024 Added 2.51%
$78.4B
$281,000 0.12% of portfolio
14,049
Q4 2024 Added 2.2%
$34.9B
$298,000 0.12% of portfolio
4,679
Q4 2024 Added 0.47%
$224B
$261,000 0.11% of portfolio
1,570
Q4 2024 Added 5.02%
$237B
$259,000 0.11% of portfolio
2,064
Q4 2024 Reduced 1.85%
$134B
$242,000 0.1% of portfolio
3,376
Q4 2024 Added 4.94%
$80.4B
$243,000 0.1% of portfolio
502
Q4 2024 Reduced 17.3%
$22.3M
$207,000 0.09% of portfolio
57,541
Q3 2023 New
$1.6T
$212,000 0.09% of portfolio
361
Q4 2024 Added 2.85%
$48.3B
$221,000 0.09% of portfolio
1,247
Q4 2024 New
$66.1B
$201,000 0.08% of portfolio
1,602
Q4 2024 New
$32.7B
$173,000 0.07% of portfolio
2,002
Q4 2024 New
$0
$163,000 0.07% of portfolio
14,782
Q4 2023 Reduced 6.34%
$0
$109,000 0.05% of portfolio
10,000
Q4 2024 New

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