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CIK: 0001050068
Total reported value
$319.9M
$319.9M
154 檔
20.0%
According to the latest 13F quarterly dataset, Investment Partners, LTD. managed an equity portfolio of $319.9M at the end of Q3 2025, spanning 154 distinct U.S. exchange-listed positions.
In Q3 2025, Investment Partners, LTD. displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.94% | +0.11% | -0.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.45% | +0.16% | +2.83% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.14% | -0.01% | -0.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -0.35% | +0.37% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.02% | +4.22% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.03% | -0.51% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.96% | +0.01% | +1.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.30% | -0.22% | +0.04% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.28% | +0.16% | +0.00% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.15% | -0.07% | +5.39% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.08% | +0.07% | +2.43% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.02% | -0.98% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.93% | -0.02% | +5.76% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.91% | -0.13% | -0.42% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.88% | +0.04% | +1.80% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.76% | -0.04% | +7.58% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.72% | -0.09% | +0.01% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.65% | +0.25% | -2.49% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.57% | -0.09% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.47% | -0.10% | -0.54% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.22% | -0.09% | +0.15% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.20% | -0.18% | -0.05% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.01% | -0.95% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.09% | +0.06% | +1.64% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | +0.06% | +15.66% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.00% | +0.12% | +1.61% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.07% | -0.71% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.98% | +0.02% | +5.69% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.96% | -0.05% | -0.12% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.96% | -0.14% | +11.92% | |
| 31 | AEP | American Electric Power | Stock-Utilities | 0.84% | -0.08% | +0.44% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.82% | -0.01% | +8.86% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.76% | -0.07% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.01% | +0.24% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.22% | +1.37% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.08% | +10.87% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.13% | -1.23% | |
| 38 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.67% | -0.08% | — | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.67% | -0.05% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.01% | +0.13% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.03% | +0.00% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.20% | -2.38% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.02% | +3.59% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.14% | +0.63% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.64% | -0.33% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.28% | +1.17% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.26% | -0.82% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | +0.72% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.07% | +13.41% | |
| 50 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.60% | -0.05% | +45.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.2% | +2.83% | Add |
| 2 | NVDA | Nvidia CORP | +1% | -0.51% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.6% | -0.52% | Add |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | +11.92% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | -0.54% | Trim |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.37% | Trim |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +1.20% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +4.21% | Add |
| 9 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +2.43% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.41% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +10.87% | Add |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.00% | Trim |
| 13 | XMPT | Vaneck Cef Muni Income ETF | +0.1% | +45.32% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +28.44% | Add |
| 15 | IWO | Ishares Russell 2000 Growth | +0.1% | +1.61% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.82% | Trim |
| 17 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +1.80% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | — | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.48% | Add |
| 20 | SLV | Ishares Silver Trust | +0.1% | — | Unchanged |
| 21 | IWN | Ishares Russell 2000 Value E | +0.1% | +1.64% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.04% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +22.17% | Add |
| 24 | BSV | Vanguard Short-term Bond ETF | +0.1% | +5.39% | Add |
| 25 | AAPL | Apple Inc | +0.1% | +4.22% | Add |
| 26 | GLD | Spdr Gold Shares | 0% | -2.38% | Unchanged |
| 27 | IAGG | Ishares Intl Aggregate Bond | 0% | +5.69% | Add |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +5.76% | Add |
| 29 | MUB | Ishares National Muni Bond E | 0% | +15.66% | Add |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +7.58% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -0.98% | Trim |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.95% | Trim |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -0.05% | Add |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.04% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.42% | Trim |
| 37 | IVE | Ishares S&p 500 Value ETF | -0.2% | +0.01% | Add |
| 38 | IWD | Ishares Russell 1000 Value E | -0.2% | -0.25% | Add |
| 39 | PREF | Pri Spe Pre Sec Acti-usd Inc | -0.3% | — | Trim |
| 40 | LLY | Eli Lilly & Co | -0.6% | -2.49% | Trim |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | -0.8% | -3.31% | Trim |
| 42 | ABBV | Abbvie Inc | -1.2% | -76.55% | Trim |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 44 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | — | EXIT | Sold out |
| 47 | SUB | Ishares Short-term National | — | NEW | New buy |
| 48 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | KOF | Coca-cola Femsa Sab-sp Adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 154 disclosed positions in Q3 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 20.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPDW
市值: $2.3M
Top Position Liquidated / Trimmed
UNH
前期市值: $930.1K
During Q3 2025, Investment Partners, LTD.'s top holdings by market value included IWF (5.9%)、VEA (5.5%)、IWD (4.1%). The largest single position, IWF, represented 5.9% of total portfolio value.
In Q3 2025, Investment Partners, LTD. made 47 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 4 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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