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CIK: 0001050068
Total reported value
$319.9M
$319.9M
148 檔
15.6%
As reported in its official Q1 2025 Form 13F filing, Investment Partners, LTD.'s tracked investment portfolio stood at $319.9M with 148 total positions.
In Q1 2025, Investment Partners, LTD. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.31% | +0.11% | -2.58% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.34% | -0.01% | -1.40% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.27% | +0.16% | +5.63% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.35% | -0.03% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.02% | +1.25% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.68% | +0.01% | +2.13% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.43% | -0.22% | +0.05% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.24% | +0.25% | +0.09% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | +0.03% | +0.60% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.09% | -0.07% | +26.41% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | +0.16% | -1.22% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.05% | -0.13% | -4.14% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.02% | +2.95% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.92% | -0.02% | +12.87% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.87% | -0.09% | -0.88% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.85% | +0.07% | -2.54% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.78% | +0.04% | -3.74% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.77% | -0.04% | +3.18% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.62% | -0.09% | -2.33% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | +0.01% | -0.03% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.41% | -0.09% | -15.55% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.07% | -0.62% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.27% | -0.18% | +0.08% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.01% | -6.40% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | +0.06% | -5.52% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.05% | -0.02% | +2.51% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.02% | +0.06% | -2.70% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | -0.05% | -3.47% | |
| 29 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.98% | -0.08% | -7.45% | |
| 30 | AEP | American Electric Power | Stock-Utilities | 0.97% | -0.08% | -0.35% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.10% | +0.04% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.96% | +0.02% | +5.58% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.94% | -0.01% | +0.23% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.89% | +0.12% | -3.17% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.87% | -0.07% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.22% | +0.05% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.13% | +3.81% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.28% | +4.20% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.14% | +0.41% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.01% | +8.38% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.77% | -0.03% | +0.00% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.73% | -0.05% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.14% | +2.92% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.02% | +4.43% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.01% | -8.03% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.03% | -3.41% | |
| 47 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.63% | -0.08% | +2.85% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.20% | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | -9.37% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | +17.27% |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 148 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, VEA) accounted for 15.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWF
市值: $12.8M
During Q1 2025, Investment Partners, LTD.'s top holdings by market value included IWF (5.3%)、IWD (4.3%)、VEA (4.3%). The largest single position, IWF, represented 5.3% of total portfolio value.
In Q1 2025, Investment Partners, LTD. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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