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CIK: 0001050068
Total reported value
$319.9M
$319.9M
146 檔
16.4%
The Q4 2024 SEC filing reveals that Investment Partners, LTD. held a total portfolio value of $319.9M, covering 146 public equity positions.
Investment Partners, LTD. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 10 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, MSFT) accounted for 16.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.02% | +0.11% | -0.85% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.30% | -0.01% | +0.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.35% | +5.48% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.78% | +0.16% | +11.55% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.52% | +0.02% | +0.36% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.03% | +2.54% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.54% | +0.01% | +6.87% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.44% | -0.22% | +0.12% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.29% | +0.16% | -0.31% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.08% | +0.25% | +0.34% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.04% | +0.07% | +2.55% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.97% | -0.13% | +0.02% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | -0.02% | +3.27% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.89% | +0.04% | +4.33% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.09% | -0.23% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.70% | -0.04% | +12.45% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.67% | -0.02% | +13.17% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.62% | -0.07% | +13.40% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.57% | -0.09% | -0.36% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.52% | -0.09% | -0.86% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.01% | -5.92% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | +0.01% | +1.01% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.21% | -0.18% | — | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.14% | -0.10% | -4.23% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.13% | +0.06% | -0.64% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | +0.06% | -16.45% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.07% | +0.17% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.06% | -0.05% | -2.44% | |
| 29 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.05% | -0.08% | — | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.03% | +0.12% | +2.74% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.01% | -0.02% | +6.16% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.90% | +0.02% | +14.29% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.89% | -0.01% | +9.18% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.22% | +1.88% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.84% | -0.07% | — | |
| 36 | AEP | American Electric Power | Stock-Utilities | 0.81% | -0.08% | +4.44% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.13% | +0.30% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | -0.01% | -5.95% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | -0.03% | +0.01% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | — | -4.38% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.14% | +15.00% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.02% | +6.38% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.70% | -0.05% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.28% | +0.33% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.14% | +2.69% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.01% | -3.87% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.03% | +10.70% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.63% | -0.02% | +0.13% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | — | -1.05% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.07% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XMPT | Vaneck Cef Muni Income ETF | +0.5% | NEW | New buy |
| 2 | HDEF | Xtrackers Msci Eafe High Div | +0.4% | +296.31% | Add |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 4 | IWF | Ishares Russell 1000 Growth | +0.3% | -0.85% | Trim |
| 5 | NVDA | Nvidia CORP | +0.3% | +2.54% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +3.27% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +0.36% | Add |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +2.55% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 10 | HON | Honeywell International Inc | +0.2% | NEW | New buy |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.2% | +44.55% | Add |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +13.17% | Add |
| 14 | BSV | Vanguard Short-term Bond ETF | +0.2% | +13.40% | Add |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +12.45% | Add |
| 16 | ADP | Automatic Data Processing | +0.1% | +9.18% | Add |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.31% | Trim |
| 18 | WMT | Walmart Inc | +0.1% | +1.88% | Add |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 20 | DLR | Digital Realty Trust Inc | +0.1% | NEW | New buy |
| 21 | MSFT | Microsoft CORP | +0.1% | +5.48% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | -1.05% | Trim |
| 23 | WELL | Welltower Inc | +0.1% | NEW | New buy |
| 24 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +14.29% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +11.60% | Add |
| 26 | SPGI | S&p Global Inc | -0.1% | EXIT | Sold out |
| 27 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | EXIT | Sold out |
| 28 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | — | Unchanged |
| 29 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.01% | Add |
| 30 | VZ | Verizon Communications Inc | -0.1% | -7.43% | Trim |
| 31 | MPC | Marathon Petroleum CORP | -0.1% | EXIT | Sold out |
| 32 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | — | Unchanged |
| 34 | ORCL | Oracle CORP | -0.1% | -4.23% | Trim |
| 35 | IVE | Ishares S&p 500 Value ETF | -0.1% | -0.23% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -24.00% | Trim |
| 37 | EMN | Eastman Chemical Co | -0.1% | EXIT | Sold out |
| 38 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -1.21% | Trim |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | -13.36% | Trim |
| 41 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 42 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 43 | ABBV | Abbvie Inc | -0.1% | +1.01% | Add |
| 44 | AMT | American Tower CORP | -0.2% | EXIT | Sold out |
| 45 | IWD | Ishares Russell 1000 Value E | -0.2% | +0.02% | Add |
| 46 | EFA | Ishares Msci Eafe ETF | -0.2% | -0.86% | Trim |
| 47 | BP | Bp Plc-spons Adr | -0.2% | EXIT | Sold out |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +0.02% | Add |
| 49 | MUB | Ishares National Muni Bond E | -0.3% | -16.45% | Trim |
| 50 | LLY | Eli Lilly & Co | -0.3% | +0.34% | Add |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 146 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
XMPT
市值: $1.1M
Top Position Liquidated / Trimmed
BP
前期市值: $501.6K
During Q4 2024, Investment Partners, LTD.'s top holdings by market value included IWF (6.0%)、IWD (4.3%)、MSFT (3.9%). The largest single position, IWF, represented 6.0% of total portfolio value.
In Q4 2024, Investment Partners, LTD. made 48 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 10 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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