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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$294B
$1.41 Million 0.59% of portfolio
8,424
Q1 2025 Added 0.38%
$0
$1.38 Million 0.58% of portfolio
22,261
Q1 2025 Reduced 11.34%
$18.7B
$1.33 Million 0.56% of portfolio
42,900
Q2 2023 Added 1.66%
$0
$1.23 Million 0.52% of portfolio
2,627
Q1 2025 Added 16.55%
$220B
$1.22 Million 0.51% of portfolio
3,685
Q1 2025 Added 7.59%
$1.17T
$1.19 Million 0.5% of portfolio
7,618
Q1 2025 Added 7.66%
$0
$1.14 Million 0.48% of portfolio
52,511
Q1 2025 Added 2.31%
$439B
$1.04 Million 0.44% of portfolio
6,275
Q1 2025 Added 0.21%
$301B
$1.06 Million 0.44% of portfolio
14,747
Q4 2024 Reduced 0.05%
$24B
$970,000 0.41% of portfolio
64,641
Q1 2025 Reduced 2.55%
$253B
$927,000 0.39% of portfolio
3,732
Q1 2025 Reduced 5.61%
$267B
$930,000 0.39% of portfolio
1,776
Q1 2025 Reduced 34.1%
$108B
$934,000 0.39% of portfolio
2,092
Q1 2025 Reduced 0.81%
$280B
$903,000 0.38% of portfolio
14,638
Q1 2025 Reduced 4.93%
$1.14T
$908,000 0.38% of portfolio
5,874
Q1 2025 Added 9.24%
$102B
$880,000 0.37% of portfolio
14,438
Q1 2025 Added 0.42%
$180B
$850,000 0.36% of portfolio
18,752
Q1 2025 Reduced 4.37%
$0
$850,000 0.36% of portfolio
10,916
Q1 2025 Reduced 30.59%
$0
$846,000 0.35% of portfolio
9,053
Q1 2025 Added 0.07%
$0
$822,000 0.34% of portfolio
16,514
Q3 2024 Added 1.31%
$0
$804,000 0.34% of portfolio
24,014
Q1 2025 Added 0.07%
$0
$797,000 0.33% of portfolio
6,584
Q1 2025 Added 0.2%
$221B
$787,000 0.33% of portfolio
7,982
Q1 2025 Reduced 0.2%
$0
$760,000 0.32% of portfolio
3,812
Q1 2025 Reduced 3.25%
$0
$735,000 0.31% of portfolio
5,610
Q4 2023 Reduced 1.32%
$220B
$748,000 0.31% of portfolio
5,643
Q1 2025 Reduced 6.03%
$0
$717,000 0.3% of portfolio
1,283
Q1 2025 Added 0.08%
$168B
$690,000 0.29% of portfolio
1,388
Q1 2025 Added 7.02%
$0
$676,000 0.28% of portfolio
13,213
Q1 2025 Reduced 4.87%
$0
$664,000 0.28% of portfolio
7,725
Q4 2023 Reduced 1.15%
$280B
$654,000 0.27% of portfolio
988
Q1 2025 Reduced 0.9%
$91.5B
$622,000 0.26% of portfolio
14,044
Q1 2025 Reduced 7.37%
$293B
$620,000 0.26% of portfolio
7,347
Q1 2025 Added 24.17%
$101B
$588,000 0.25% of portfolio
1,670
Q1 2025 Added 2.71%
$138B
$589,000 0.25% of portfolio
5,261
Q1 2025 Reduced 8.46%
$81.7B
$565,000 0.24% of portfolio
2,076
Q1 2025 Reduced 9.38%
$181B
$541,000 0.23% of portfolio
1,094
Q1 2025 Reduced 1.53%
$0
$520,000 0.22% of portfolio
6,309
Q1 2025 Added 1.25%
$0
$531,000 0.22% of portfolio
53,725
Q1 2025 Added 1.12%
$0
$524,000 0.22% of portfolio
3,030
Q4 2024 Added 0.03%
$173B
$520,000 0.22% of portfolio
1,358
Q1 2025 Added 13.45%
$86.8B
$536,000 0.22% of portfolio
1,047
Q4 2024 Reduced 5.42%
$42.3B
$508,000 0.21% of portfolio
3,232
Q1 2025 Added 0.03%
$141B
$497,000 0.21% of portfolio
19,630
Q1 2025 Reduced 4.78%
$0
$513,000 0.21% of portfolio
24,806
Q1 2025 New
$0
$489,000 0.2% of portfolio
6,436
Q1 2025 Added 2.16%
$207B
$465,000 0.19% of portfolio
5,189
Q1 2025 Added 10.12%
$0
$464,000 0.19% of portfolio
3,461
Q1 2025 Added 0.12%
$53.4B
$458,000 0.19% of portfolio
2,215
Q1 2025 Added 0.09%

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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