Investment Partners, Ltd. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $239 Million distributed in 147 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 $13.8M, Ishares Russell 1000 Val ETF with a value of $10.7M, Microsoft Corp with a value of $9.26M, Vanguard Ftse Developed Market with a value of $9.08M, and Apple Inc. with a value of $7.92M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $222M 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: $31.2 Million
Healthcare: $16.4 Million
Financial Services: $13.6 Million
Consumer Defensive: $9.07 Million
Industrials: $6.44 Million
Consumer Cyclical: $6.29 Million
Communication Services: $4.66 Million
Other: $7.32 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $239 Million
  • Prior Value $222 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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