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Size ($ in 1000's)
At 03/31/2024: $220,544
At 12/31/2023: $203,133
Investment Partners LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Investment Partners LTD. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Investment Partners LTD. top holdings by largest position size, as per the latest 13f filing made by Investment Partners LTD..
In the Investment Partners LTD.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Investment Partners LTD. in that top holding, then the share count change between reporting periods, and finally the Investment Partners LTD. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IWF) |
37,876 |
-1,380 |
$12,766 | | IWF | 37,876 | -1,380 | $12,766 | | ISHARES TR (IWD) |
58,572 |
-1,476 |
$10,491 | | IWD | 58,572 | -1,476 | $10,491 | | MICROSOFT CORP |
21,591 |
-144 |
$9,084 | | MSFT | 21,591 | -144 | $9,084 | | VANGUARD TAX MANAGED FDS (VEA) |
168,676 |
+3,713 |
$8,462 | | VEA | 168,676 | +3,713 | $8,462 | | APPLE INC |
35,878 |
-402 |
$6,152 | | AAPL | 35,878 | -402 | $6,152 | | VANGUARD INTL EQUITY INDEX F (VWO) |
135,665 |
+1,658 |
$5,667 | | VWO | 135,665 | +1,658 | $5,667 | | VANGUARD SPECIALIZED FUNDS (VIG) |
29,823 |
+454 |
$5,446 | | VIG | 29,823 | +454 | $5,446 | | ISHARES TR (IEFA) |
68,943 |
-2,242 |
$5,117 | | IEFA | 68,943 | -2,242 | $5,117 | | ELI LILLY & CO |
6,551 |
+2 |
$5,097 | | LLY | 6,551 | +2 | $5,097 | | ISHARES TR (IWP) |
41,721 |
+121 |
$4,762 | | IWP | 41,721 | +121 | $4,762 | | ISHARES TR (IVW) |
54,749 |
-23 |
$4,623 | | IVW | 54,749 | -23 | $4,623 | | ISHARES TR (IWS) |
36,384 |
+272 |
$4,560 | | IWS | 36,384 | +272 | $4,560 | | ISHARES TR (IVE) |
23,943 |
-121 |
$4,473 | | IVE | 23,943 | -121 | $4,473 | | ISHARES TR (EFA) |
49,149 |
UNCH |
$3,925 | | EFA | 49,149 | UNCH | $3,925 | | JPMORGAN CHASE & CO |
18,947 |
-355 |
$3,795 | | JPM | 18,947 | -355 | $3,795 | | ISHARES TR (USMV) |
43,016 |
+7 |
$3,595 | | USMV | 43,016 | +7 | $3,595 | | ISHARES TR (MUB) |
31,840 |
-15 |
$3,426 | | MUB | 31,840 | -15 | $3,426 | | ISHARES TR (IWN) |
21,099 |
+213 |
$3,351 | | IWN | 21,099 | +213 | $3,351 | | ISHARES TR (SHYG) |
77,941 |
+1,093 |
$3,316 | | SHYG | 77,941 | +1,093 | $3,316 | | ISHARES TR (IVV) |
5,974 |
+1,137 |
$3,140 | | IVV | 5,974 | +1,137 | $3,140 | | ABBVIE INC |
16,861 |
+13,319 |
$3,070 | | ABBV | 16,861 | +13,319 | $3,070 | | SPDR SER TR (SDY) |
22,903 |
+173 |
$3,006 | | SDY | 22,903 | +173 | $3,006 | | ISHARES TR (IWO) |
10,932 |
+125 |
$2,960 | | IWO | 10,932 | +125 | $2,960 | | VANGUARD INTL EQUITY INDEX F (VSS) |
22,696 |
+416 |
$2,652 | | VSS | 22,696 | +416 | $2,652 | | VANGUARD INDEX FDS (VO) |
10,421 |
-520 |
$2,604 | | VO | 10,421 | -520 | $2,604 | | SELECT SECTOR SPDR TR (XLU) |
39,116 |
-1,009 |
$2,568 | | XLU | 39,116 | -1,009 | $2,568 |  BERKSHIRE HATHAWAY INC DEL |
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$2,437 | | BRK.B | 5,796 | UNCH | $2,437 | | VANGUARD BD INDEX FDS (BSV) |
31,718 |
+271 |
$2,432 | | BSV | 31,718 | +271 | $2,432 | | PRINCIPAL EXCHANGE TRADED FD (PREF) |
131,264 |
+3,793 |
$2,382 | | PREF | 131,264 | +3,793 | $2,382 | | VANGUARD WHITEHALL FDS (VIGI) |
28,443 |
UNCH |
$2,319 | | VIGI | 28,443 | UNCH | $2,319 | | ORACLE CORP |
17,436 |
-142 |
$2,190 | | ORCL | 17,436 | -142 | $2,190 | | NVIDIA CORPORATION |
2,350 |
+17 |
$2,123 | | NVDA | 2,350 | +17 | $2,123 | | ISHARES TR (IGSB) |
38,825 |
+357 |
$1,991 | | IGSB | 38,825 | +357 | $1,991 | | ISHARES TR (IJH) |
31,870 |
+25,502 |
$1,936 | | IJH | 31,870 | +25,502 | $1,936 | | VANGUARD INDEX FDS (VB) |
8,141 |
-349 |
$1,861 | | VB | 8,141 | -349 | $1,861 | | PEPSICO INC |
10,603 |
-310 |
$1,856 | | PEP | 10,603 | -310 | $1,856 | | EXXON MOBIL CORP |
15,643 |
-522 |
$1,818 | | XOM | 15,643 | -522 | $1,818 | | VANGUARD INDEX FDS (VNQ) |
20,459 |
+1 |
$1,769 | | VNQ | 20,459 | +1 | $1,769 | | AMERICAN ELEC PWR CO INC |
20,318 |
-468 |
$1,749 | | AEP | 20,318 | -468 | $1,749 | | AUTOMATIC DATA PROCESSING IN |
6,783 |
+16 |
$1,694 | | ADP | 6,783 | +16 | $1,694 | | ISHARES TR (IAGG) |
33,050 |
+298 |
$1,651 | | IAGG | 33,050 | +298 | $1,651 | | HOME DEPOT INC |
4,148 |
-19 |
$1,591 | | HD | 4,148 | -19 | $1,591 | | VISA INC |
5,377 |
+60 |
$1,501 | | V | 5,377 | +60 | $1,501 | | COSTCO WHSL CORP NEW |
2,023 |
+28 |
$1,482 | | COST | 2,023 | +28 | $1,482 | | MCDONALDS CORP |
5,184 |
-78 |
$1,462 | | MCD | 5,184 | -78 | $1,462 | | WALMART INC |
22,662 |
+14,884 |
$1,364 | | WMT | 22,662 | +14,884 | $1,364 | | CATERPILLAR INC |
3,648 |
+4 |
$1,337 | | CAT | 3,648 | +4 | $1,337 | | PROCTER AND GAMBLE CO |
8,173 |
-2,693 |
$1,326 | | PG | 8,173 | -2,693 | $1,326 | | UNITEDHEALTH GROUP INC |
2,625 |
+7 |
$1,299 | | UNH | 2,625 | +7 | $1,299 | | CHEVRON CORP NEW |
7,927 |
-197 |
$1,250 | | CVX | 7,927 | -197 | $1,250 |
See Full List: All Stocks Held By Investment Partners LTD.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Investment Partners LTD.
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