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CIK: 0001050068
Total reported value
$319.9M
$319.9M
158 檔
18.4%
During the Q2 2025 filing period, Investment Partners, LTD. (CIK: 0001050068) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $319.9M across 158 reported positions.
In Q2 2025, Investment Partners, LTD. displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.81% | +0.11% | +1.97% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.42% | +0.16% | +23.99% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.25% | -0.01% | +4.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.35% | -7.83% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.87% | +0.01% | +7.15% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | +0.03% | +0.88% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.02% | +0.12% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.34% | -0.22% | — | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.24% | +0.16% | -0.46% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.18% | -0.07% | +13.72% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.12% | +0.07% | +6.23% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.02% | -9.48% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.97% | -0.13% | -4.71% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.95% | -0.02% | +10.58% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.88% | +0.04% | +10.20% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.25% | -3.79% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.75% | -0.09% | +0.14% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.75% | -0.04% | +6.97% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.62% | -0.09% | — | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.29% | -0.09% | +0.14% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.23% | -0.10% | -10.46% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.01% | +0.65% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.21% | -0.18% | +0.68% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.01% | -5.25% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.07% | -2.26% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.03% | +0.06% | +5.94% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.99% | +0.02% | +10.54% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | -0.05% | -1.21% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.98% | +0.06% | +1.84% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.94% | +0.12% | +3.57% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.87% | -0.14% | +89.90% | |
| 32 | AEP | American Electric Power | Stock-Utilities | 0.83% | -0.08% | -0.92% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.83% | -0.01% | -4.20% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.80% | -0.07% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.13% | +1.14% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.77% | -0.01% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.22% | -14.25% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.73% | -0.05% | — | |
| 39 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.71% | -0.08% | -21.56% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | -0.03% | +0.00% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | -0.01% | -9.82% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.14% | -0.80% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | — | +1.09% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.28% | -4.18% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.20% | +2.43% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.01% | -2.77% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.02% | -3.57% | |
| 48 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.61% | -0.08% | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | — | -0.52% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.14% | +2.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.2% | +23.99% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.7% | +0.88% | Add |
| 4 | IWF | Ishares Russell 1000 Growth | +0.5% | +1.97% | Add |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | +89.90% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -7.83% | Trim |
| 7 | IWP | Ishares Russell Mid-cap Grow | +0.3% | +6.23% | Add |
| 8 | ORCL | Oracle CORP | +0.3% | -10.46% | Trim |
| 9 | SUB | Ishares Short-term National | +0.3% | NEW | New buy |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +7.15% | Add |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.46% | Trim |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.81% | Add |
| 13 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +10.20% | Add |
| 14 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 15 | BSV | Vanguard Short-term Bond ETF | +0.1% | +13.72% | Add |
| 16 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | NEW | New buy |
| 18 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 19 | SNPS | Synopsys Inc | +0.1% | NEW | New buy |
| 20 | J | Jacobs Solutions Inc | +0.1% | NEW | New buy |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.88% | Add |
| 23 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 24 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.64% | Add |
| 26 | IWO | Ishares Russell 2000 Growth | +0.1% | +3.57% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +1.09% | Add |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +10.58% | Add |
| 29 | IAGG | Ishares Intl Aggregate Bond | 0% | +10.54% | Add |
| 30 | IWN | Ishares Russell 2000 Value E | 0% | +5.94% | Add |
| 31 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +6.97% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -9.48% | Trim |
| 34 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -4.71% | Trim |
| 35 | IWD | Ishares Russell 1000 Value E | -0.1% | +4.00% | Add |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | — | Unchanged |
| 37 | JNJ | Johnson & Johnson | -0.1% | -14.18% | Trim |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | EXIT | Sold out |
| 39 | BMY | Bristol-myers Squibb Co | -0.2% | -12.79% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -10.31% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -4.18% | Trim |
| 42 | CVX | Chevron CORP | -0.2% | -9.13% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -16.33% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.26% | Trim |
| 45 | PREF | Pri Spe Pre Sec Acti-usd Inc | -0.3% | -21.56% | Trim |
| 46 | ABBV | Abbvie Inc | -0.3% | +0.65% | Add |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | -0.4% | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | -0.4% | -3.79% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | +0.12% | Add |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | -0.8% | -74.02% | Trim |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 158 disclosed positions in Q2 2025.
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, VEA, IWD) accounted for 18.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPDW
市值: $2.0M
Top Position Liquidated / Trimmed
SHM
前期市值: $869.6K
During Q2 2025, Investment Partners, LTD.'s top holdings by market value included IWF (5.8%)、VEA (5.4%)、IWD (4.3%). The largest single position, IWF, represented 5.8% of total portfolio value.
In Q2 2025, Investment Partners, LTD. made 47 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 15 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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