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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01T
$1.35 Million 0.56% of portfolio
7,076
Q4 2024 Reduced 3.99%
$0
$1.32 Million 0.55% of portfolio
54,521
Q4 2024 Added 296.31%
$96.1B
$1.27 Million 0.53% of portfolio
5,258
Q4 2024 Added 0.29%
$177B
$1.24 Million 0.52% of portfolio
3,425
Q4 2024 Added 0.09%
$322B
$1.22 Million 0.51% of portfolio
8,392
Q4 2024 Added 4.68%
$0
$1.15 Million 0.48% of portfolio
2,254
Q4 2024 Added 3.68%
$15.7B
$1.13 Million 0.47% of portfolio
42,900
Q2 2023 Added 1.66%
$0
$1.11 Million 0.46% of portfolio
15,726
Q4 2024 Reduced 2.24%
$0
$1.1 Million 0.46% of portfolio
51,326
Q4 2024 New
$21.7B
$1.08 Million 0.45% of portfolio
66,330
Q4 2024 Added 0.07%
$115B
$1.02 Million 0.43% of portfolio
2,109
Q4 2024 Added 6.73%
$972B
$1.02 Million 0.42% of portfolio
5,377
Q4 2024 Added 0.54%
$0
$916,000 0.38% of portfolio
19,350
Q4 2024 Reduced 8.02%
$428B
$905,000 0.38% of portfolio
6,262
Q4 2024 Added 3.44%
$248B
$911,000 0.38% of portfolio
15,397
Q4 2024 Added 11.6%
$297B
$918,000 0.38% of portfolio
14,747
Q4 2024 Reduced 0.05%
$0
$860,000 0.36% of portfolio
23,997
Q4 2024 Added 0.33%
$0
$870,000 0.36% of portfolio
3,940
Q3 2024 Added 0.03%
$219B
$869,000 0.36% of portfolio
3,954
Q4 2024 Reduced 1.03%
$130B
$813,000 0.34% of portfolio
14,378
Q4 2024 Added 1.14%
$0
$798,000 0.33% of portfolio
16,514
Q3 2024 Added 1.31%
$185B
$784,000 0.33% of portfolio
19,608
Q4 2024 Reduced 7.43%
$0
$774,000 0.32% of portfolio
9,047
Q4 2024 Added 0.08%
$0
$739,000 0.31% of portfolio
5,610
Q4 2023 Reduced 1.32%
$0
$737,000 0.31% of portfolio
6,571
Q4 2024 Reduced 4.63%
$0
$751,000 0.31% of portfolio
1,282
Q4 2024 Added 0.08%
$0
$721,000 0.3% of portfolio
13,890
Q4 2024 Reduced 3.29%
$284B
$691,000 0.29% of portfolio
997
Q4 2024 Added 4.4%
$203B
$674,000 0.28% of portfolio
1,297
Q4 2024 Reduced 13.36%
$785B
$669,000 0.28% of portfolio
1,658
Q4 2024 Added 44.55%
$221B
$679,000 0.28% of portfolio
6,005
Q4 2024 Reduced 12.6%
$0
$649,000 0.27% of portfolio
7,725
Q4 2023 Reduced 1.15%
$88.8B
$643,000 0.27% of portfolio
15,162
Q4 2024 Added 0.84%
$72.3B
$603,000 0.25% of portfolio
2,291
Q4 2024 Added 2.28%
$174B
$579,000 0.24% of portfolio
1,111
Q4 2024 Added 0.91%
$77.8B
$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%
$917B
$542,000 0.23% of portfolio
2,748
Q4 2024 Added 0.04%
$180B
$532,000 0.22% of portfolio
1,197
Q4 2024 Reduced 0.83%
$0
$530,000 0.22% of portfolio
3,030
Q4 2024 Added 0.03%
$134B
$530,000 0.22% of portfolio
5,747
Q4 2024 Added 2.68%
$0
$506,000 0.21% of portfolio
6,231
Q4 2024 Added 0.45%
$193B
$475,000 0.2% of portfolio
831
Q4 2024 Added 11.54%
$0
$479,000 0.2% of portfolio
6,300
Q3 2022 Reduced 7.89%
$75.5B
$491,000 0.2% of portfolio
1,047
Q4 2024 Reduced 5.42%
$2.5B
$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%
$0
$460,000 0.19% of portfolio
9,002
Q4 2022 Reduced 3.04%
$0
$453,000 0.19% of portfolio
3,457
Q4 2024 Added 0.17%

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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