IP

INVESTMENT PARTNERS, LTD.

13F
INVESTMENT PARTNERS, LTD.
Last update 2024-11-04 147 Stocks (7 new)
Value $240.00 Mil Turnover 3 %
Countries:
Top Holdings: IWF(5.74%)IWD(4.46%)MSFT(3.86%)VEA(3.78%)AAPL(3.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
INVESTMENT PARTNERS, LTD. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF 		iShares Russell 1000 Growth ETF
36,740
13791.570
-1.44%
5.740
-0.09%
0.010
+16.13%
+28.85%
101544.247
 
IWD 		iShares Russell 1000 Value ETF
56,416
10707.710
-1.37%
4.460
-0.06%
0.020
+10.98%
+17.89%
61121.938
 
MSFT 		Microsoft Corp
21,528
9263.440
-0.57%
3.860
-0.02%
0.000
+5.34%
+12.35%
3123988.204
Software
VEA 		Vanguard FTSE Developed Markets ETF
171,884
9077.190
+3.51%
3.780
+0.13%
0.010
+5.20%
+4.72%
137436.999
 
AAPL 		Apple Inc
33,991
7919.850
+0.09%
3.300
0%
0.000
+7.59%
+16.11%
3366293.782
Hardware
VWO 		Vanguard FTSE Emerging Markets ETF
130,970
6266.900
-1.90%
2.610
-0.05%
0.010
+11.31%
+14.26%
78954.836
 
VIG 		Vanguard Dividend Appreciation FTF
30,203
5982.040
-0.31%
2.490
-0.01%
0.010
+10.01%
+18.17%
84777.723
 
LLY 		Eli Lilly and Co
6,520
5776.770
0%
2.410
0%
0.000
-1.98%
+33.84%
737029.719
Drug Manufacturers
NVDA 		NVIDIA Corp
45,486
5523.850
+82.41%
2.300
+1.04%
0.000
+39.69%
+194.09%
3571813.300
Semiconductors
IEFA 		iShares Core MSCI EAFE ETF
68,135
5317.900
-0.09%
2.210
0%
0.000
+4.91%
+4.71%
121131.408
 

INVESTMENT PARTNERS, LTD.'s Historical Top Holdings Breakdowns

INVESTMENT PARTNERS, LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Add
+1.04%
●
98.91 ($118.12) 134.91
$145.61
23.27%
Add 82.41%
45,486
20,550
IGSB 		iShares 1-3 Year Credit Bond ETF2024-09-30Add
+0.58%
●
51.02 ($52.04) 52.73
$51.79
-0.48%
Add 60.89%
69,126
26,161
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.28%
●
76.38 ($77.89) 78.87
$77.28
-0.78%
Add 23.5%
44,938
8,550
IWO 		iShares Russell 2000 Growth ETF2024-09-30Reduce
-0.27%
●
256.4 ($273.91) 289.78
$305.86
11.66%
Reduce -21.17%
8,445
-2,268
IWN 		iShares Russell 2000 Value ETF2024-09-30Reduce
-0.25%
●
150.05 ($162.45) 171.34
$178.67
9.98%
Reduce -17.93%
16,877
-3,686
DGRO 		iShares Core Dividend Growth ETF2024-09-30Add
+0.18%
●
57.47 ($60.28) 62.76
$63.87
5.96%
Add 37.92%
25,077
6,895
DWX 		SPDR S&P International Dividend ETF2024-09-30Sold Out
-0.18%
●
34.35 ($36.99) 39.16
$36.28
-1.92%
Sold Out
0
-11,567
HDEF 		Xtrackers MSCI EAFE High Dividend Yield Equity ETF2024-09-30New Buy
+0.15%
●
24.51 ($25.77) 27.14
$25.27
-1.94%
New holding
13,757
13,757
AMD 		Advanced Micro Devices Inc2024-09-30New Buy
+0.13%
●
128.67 ($151.94) 183.96
$145.08
-4.51%
New holding
1,885
1,885
MUB 		iShares National Muni Bond ETF2024-09-30Reduce
-0.13%
●
106.13 ($107.77) 108.7
$105.93
-1.71%
Reduce -7.84%
30,894
-2,629

INVESTMENT PARTNERS, LTD. Total Holding History ($B)

To

INVESTMENT PARTNERS, LTD.'s Asset Allocation

To

INVESTMENT PARTNERS, LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

INVESTMENT PARTNERS, LTD.'s Hypothetical Growth since 2024-09-30

INVESTMENT PARTNERS, LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

INVESTMENT PARTNERS, LTD.'s Holdings Heat Map

Size field:

INVESTMENT PARTNERS, LTD.'s Holdings Bubble Chart

INVESTMENT PARTNERS, LTD. News

  • 1

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