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 | $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 | $1,250 |
See Full List: All Stocks Held By Investment Partners LTD.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Investment Partners LTD.
Size ($ 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 |