Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

  • $239 Million
  • Q1 2025

Investment Partners, Ltd. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 148 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 $12.8M, Ishares Russell 1000 Val ETF with a value of $10.5M, Vanguard Ftse Developed Market with a value of $10.3M, Microsoft Corp with a value of $8.52M, and Apple Inc. with a value of $7.67M.

Examining the 13F form we can see an decrease of $1.73M in the current position value, from $241M to 239M.

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

Portfolio value $239 Million
ETFs: $144 Million
Technology: $29.4 Million
Healthcare: $15.6 Million
Financial Services: $15.3 Million
Consumer Defensive: $9.26 Million
Consumer Cyclical: $6.78 Million
Industrials: $6.72 Million
Communication Services: $4.55 Million
Other: $7.11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$464,000 0.19% of portfolio
3,461
Q1 2025 Added 0.12%
$0
$459,000 0.19% of portfolio
9,002
Q4 2022 Reduced 3.04%
$0
$400,000 0.17% of portfolio
3,627
Q1 2024 Reduced 69.42%
$0
$416,000 0.17% of portfolio
9,497
Q4 2024 Added 1.8%
$0
$371,000 0.16% of portfolio
4,975
Q1 2025 Added 0.28%
$0
$315,000 0.13% of portfolio
6,000
Q1 2025 Reduced 28.27%
$0
$278,000 0.12% of portfolio
751
Q4 2024 Added 0.13%
$0
$296,000 0.12% of portfolio
5,765
Q1 2025 Reduced 16.28%
$0
$239,000 0.1% of portfolio
2,980
Q1 2024 New
$0
$204,000 0.09% of portfolio
383
Q1 2025 Reduced 32.57%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $239 Million
  • Prior Value $241 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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