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CIK: 0001050068
Total reported value
$319.9M
$319.9M
147 檔
15.9%
As reported in its official Q3 2024 Form 13F filing, Investment Partners, LTD.'s tracked investment portfolio stood at $319.9M with 147 total positions.
Investment Partners, LTD. executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 2 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.74% | +0.11% | -1.44% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.46% | -0.01% | -1.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.86% | -0.35% | -0.57% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.78% | +0.16% | +3.51% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.02% | +0.09% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.61% | +0.01% | -1.90% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.49% | -0.22% | -0.31% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.41% | +0.25% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.03% | +82.41% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.21% | -0.13% | -0.09% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.16% | +0.18% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | -0.09% | +0.09% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.87% | +0.04% | -5.10% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.86% | +0.07% | -6.01% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.72% | -0.09% | +0.46% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.02% | -0.71% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.64% | -0.09% | +0.07% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.56% | -0.04% | -2.18% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.52% | -0.02% | +60.89% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.47% | -0.07% | +23.50% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.01% | +0.05% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | +0.01% | +0.10% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.40% | +0.06% | -7.84% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.30% | -0.18% | -0.82% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.23% | -0.10% | -0.51% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.17% | +0.06% | -17.93% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.07% | -0.77% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.10% | -0.05% | -2.52% | |
| 29 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.07% | -0.08% | -1.33% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.05% | -0.02% | -10.40% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.00% | +0.12% | -21.17% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.92% | -0.07% | -10.84% | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.88% | -0.08% | -0.79% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | +0.02% | +3.61% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.03% | +0.01% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | -0.01% | -1.35% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.78% | -0.05% | — | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.78% | -0.01% | -0.44% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | — | -4.06% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.14% | -0.90% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.28% | +0.12% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.22% | -0.58% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.13% | +0.30% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.02% | -0.46% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.14% | -3.75% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.07% | NEW | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.65% | -0.02% | +37.92% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.01% | -0.52% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.03% | -0.30% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.26% | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +82.41% | Add |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | +60.89% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.2% | +23.50% | Add |
| 4 | DGRO | Ishares Core Dividend Growth | +0.2% | +37.92% | Add |
| 5 | HDEF | Xtrackers Msci Eafe High Div | +0.2% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 7 | SNPS | Synopsys Inc | +0.1% | NEW | New buy |
| 8 | ORCL | Oracle CORP | +0.1% | -0.51% | Trim |
| 9 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -0.82% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.51% | Add |
| 12 | AAPL | Apple Inc | +0.1% | +0.09% | Add |
| 13 | ABBV | Abbvie Inc | +0.1% | +0.10% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +34.86% | Add |
| 15 | SMCIUSD | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 16 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 18 | AEP | American Electric Power | +0.1% | -0.79% | Trim |
| 19 | WMT | Walmart Inc | +0.1% | -0.58% | Trim |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +0.36% | Add |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.01% | Add |
| 22 | HD | Home Depot Inc | +0.1% | -0.46% | Trim |
| 23 | IBM | Intl Business Machines CORP | +0.1% | -1.09% | Trim |
| 24 | ADP | Automatic Data Processing | +0.1% | -0.44% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.77% | Trim |
| 26 | MCD | Mcdonald's CORP | 0% | -3.75% | Trim |
| 27 | UNH | Unitedhealth Group Inc | 0% | +0.18% | Add |
| 28 | CAT | Caterpillar Inc | 0% | -0.61% | Trim |
| 29 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.07% | Add |
| 30 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.31% | Trim |
| 32 | IVE | Ishares S&p 500 Value ETF | 0% | +0.09% | Add |
| 33 | VIGI | Vanguard Int Div App Indx Fd | — | — | Unchanged |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.90% | Trim |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.09% | Trim |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | +0.46% | Add |
| 37 | IWD | Ishares Russell 1000 Value E | 0% | -1.37% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | 0% | -2.52% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | 0% | +0.05% | Add |
| 40 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -5.10% | Trim |
| 41 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +0.18% | Add |
| 42 | KLAC | Kla CORP | -0.1% | EXIT | Sold out |
| 43 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | — | Unchanged |
| 44 | INTC | Intel CORP | -0.1% | -11.91% | Trim |
| 45 | DWX | State Street Spdr S&p Intern | -0.2% | EXIT | Sold out |
| 46 | MUB | Ishares National Muni Bond E | -0.2% | -7.84% | Trim |
| 47 | IWN | Ishares Russell 2000 Value E | -0.2% | -17.93% | Trim |
| 48 | IWO | Ishares Russell 2000 Growth | -0.3% | -21.17% | Trim |
| 49 | IWF | Ishares Russell 1000 Growth | -0.4% | -1.44% | Trim |
| 50 | MSFT | Microsoft CORP | -0.5% | -0.57% | Trim |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 147 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, MSFT) accounted for 15.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
HDEF
市值: $369.9K
Top Position Liquidated / Trimmed
DWX
前期市值: $398.3K
During Q3 2024, Investment Partners, LTD.'s top holdings by market value included IWF (5.7%)、IWD (4.5%)、MSFT (3.9%). The largest single position, IWF, represented 5.7% of total portfolio value.
In Q3 2024, Investment Partners, LTD. made 47 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 22 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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