IP
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INVESTMENT PARTNERS, LTD.13F | |
| INVESTMENT PARTNERS, LTD. | |
| Last update 2025-04-30 | 148 Stocks (7 new) |
| Value $241.00 Mil | Turnover 3 % |
INVESTMENT PARTNERS, LTD. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 35,486 | 12,813.5 | -2.58% | 5.310 | -0.16% | 0.010 | +24.53% | +8.50% | 113,532.4 | ||
IWD | iShares Russell 1000 Value ETF | 55,635 | 10,468.4 | -1.40% | 4.340 | -0.06% | 0.020 | +11.70% | +8.16% | 62,834.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 202,526 | 10,294.4 | +5.63% | 4.270 | +0.23% | 0.010 | +13.97% | +23.66% | 163,308.9 | ||
MSFT | Microsoft Corp | 22,702 | 8,522.2 | -0.03% | 3.530 | 0% | 0.000 | +34.96% | +20.11% | 3,748,566.3 | Software | |
AAPL | Apple Inc | 34,543 | 7,673.0 | +1.25% | 3.180 | +0.04% | 0.000 | +4.48% | -14.54% | 3,188,670.4 | Hardware | |
VWO | Vanguard FTSE Emerging Markets ETF | 142,952 | 6,470.0 | +2.13% | 2.680 | +0.06% | 0.010 | +15.43% | +16.64% | 86,460.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 30,254 | 5,869.0 | +0.05% | 2.430 | 0% | 0.010 | +12.29% | +7.07% | 90,064.4 | ||
LLY | Eli Lilly and Co | 6,548 | 5,407.7 | +0.09% | 2.240 | 0% | 0.000 | -4.38% | +2.91% | 710,557.8 | Drug Manufacturers | |
NVDA | NVIDIA Corp | 46,919 | 5,085.1 | +0.60% | 2.110 | +0.01% | 0.000 | +64.85% | +26.09% | 4,128,869.5 | Semiconductors | |
BSV | Vanguard Short-Term Bond ETF | 64,421 | 5,042.9 | +26.41% | 2.090 | +0.44% | 0.010 | +1.32% | +3.40% | 38,433.0 |
INVESTMENT PARTNERS, LTD.'s Historical Top Holdings Breakdowns
INVESTMENT PARTNERS, LTD.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.44% | 76.94 ($77.63) 78.28 | $78.42 | 1.01% | Add 26.41% | 64,421 | 13,460 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.24% | 87.68 ($92.03) 94.57 | $93.82 | 1.95% | Reduce -15.55% | 36,267 | -6,679 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.23% | 47.4 ($50.6) 52.99 | $58.31 | 15.25% | Add 5.63% | 202,526 | 10,792 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.22% | 51.52 ($51.99) 52.37 | $52.64 | 1.24% | Add 12.87% | 88,294 | 10,066 | |
BKLN | Invesco Senior Loan ETF | 2025-03-31 | New Buy New Buy | +0.21% | 20.7 ($20.97) 21.15 | $20.93 | -0.17% | New holding | 24,806 | 24,806 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.19% | 461.52 ($511.2) 548.18 | $288.16 | -43.63% | Reduce -34.1% | 1,776 | -919 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.16% | 360.07 ($394.62) 417.26 | $434.79 | 10.18% | Reduce -2.58% | 35,486 | -940 | |
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 2025-03-31 | Reduce Reduce | -0.14% | 69.81 ($74.66) 78.91 | $84.45 | 13.11% | Reduce -30.59% | 10,916 | -4,810 | |
CAVA | Cava Group Inc | 2025-03-31 | New Buy New Buy | +0.12% | 74.07 ($108.42) 142.9 | $92.63 | -14.56% | New holding | 3,428 | 3,428 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | New Buy New Buy | +0.12% | 167.82 ($184.92) 208.28 | $198.39 | 7.28% | New holding | 1,643 | 1,643 |
INVESTMENT PARTNERS, LTD. Total Holding History ($B)
INVESTMENT PARTNERS, LTD.'s Asset Allocation
INVESTMENT PARTNERS, LTD. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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INVESTMENT PARTNERS, LTD.'s Hypothetical Growth since 2025-03-31
INVESTMENT PARTNERS, LTD.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
INVESTMENT PARTNERS, LTD.'s Holdings Heat Map
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INVESTMENT PARTNERS, LTD.'s Holdings Bubble Chart
INVESTMENT PARTNERS, LTD. News
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