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INVESTMENT PARTNERS, LTD.

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NEW PHILADELPHIA OH Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Investment Partners, Ltd. is based out of New Philadelphia. Investment Partners, Ltd. is a large advisory firm with 938 clients and discretionary assets under management (AUM) of $638,272,067 (Form ADV from 2024-01-03). Their last reported 13F filing for Q4 2023 included $203,136,657 in managed 13F securities and a top 10 holdings concentration of 33.94%. Investment Partners, Ltd.'s largest holding is iShares Russell 1000 Growth ETF-iShares Russell 1000 Growth ETF with shares held of 39,256. Whalewisdom has at least 38 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IWF iShares Russell 1000 5.86%
IWD iShares Russell 1000 4.88%
MSFT Microsoft Corp. 4.02%
VEA VANGUARD DEVELOPED M 3.89%
AAPL Apple Inc 3.44%

2023-12-31

13F Activity

Market Value $203m, Prior: $190m
New Purchases 3 stocks
Added To 48 stocks
Sold out of 3 stocks
Reduced holdings in 69 stocks
Top 10 Holdings % 33.94%
Turnover %[1] 4.51%
Turnover Alt %[2] 0.97%
Time Held Top 20 13.5 quarters
Time Held Top 10 13.4 quarters
Time Held All 22.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance