Investment Partners, LTD.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Investment Partners, LTD. reported 142 stock positions worth $220.5 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.8% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.8%) and Microsoft (MSFT, 4.1%). Compared with Q4 2023, it opened 12 new positions, sold out of 3, added to 66 and reduced 41. The biggest buy was Abbvie (ABBV, shares +376%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $220.5M (Q1 2024)
- SEC Filing
- 0001085146-24-001824 ↗ filed Apr 16, 2024
Holdings Value
Holdings 142 stocks · $220.5M
| IWF iShares Russell 1000 Growth | 5.79% | 37,876 | $12.8M | Reduce -3.5% |
| IWD iShares Russell 1000 Value E | 4.76% | 58,572 | $10.5M | Reduce -2.5% |
| MSFT Microsoft Corp. | 4.12% | 21,591 | $9.1M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 3.84% | 168,676 | $8.5M | Add +2.3% |
| AAPL Apple Inc. | 2.79% | 35,878 | $6.2M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 2.57% | 135,665 | $5.7M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 2.47% | 29,823 | $5.4M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.32% | 68,943 | $5.1M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 2.31% | 6,551 | $5.1M | Add +0.0% |
| IWP iShares Russell Mid-Cap Grow | 2.16% | 41,721 | $4.8M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 2.10% | 54,749 | $4.6M | Reduce -0.0% |
| IWS iShares Russell Mid-Cap Valu | 2.07% | 36,384 | $4.6M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 2.03% | 23,943 | $4.5M | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 1.78% | 49,149 | $3.9M | No change |
| JPM JPMorgan Chase & Co. | 1.72% | 18,947 | $3.8M | Reduce -1.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.63% | 43,016 | $3.6M | Add +0.0% |
| MUB iShares National Muni Bond E | 1.55% | 31,840 | $3.4M | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 1.52% | 21,099 | $3.4M | Add +1.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.50% | 77,941 | $3.3M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 1.42% | 5,974 | $3.1M | Add +23.5% |
| ABBV Abbvie Inc. | 1.39% | 16,861 | $3.1M | Add +376.0% |
| SDY SS SPDR S&P Dividend ETF | 1.36% | 22,903 | $3.0M | Add +0.8% |
| IWO iShares Russell 2000 Growth | 1.34% | 10,932 | $3.0M | Add +1.2% |
| VSS Vanguard Ftse All Wo X-US SC | 1.20% | 22,696 | $2.7M | Add +1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.18% | 10,421 | $2.6M | Reduce -4.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.16% | 39,116 | $2.6M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 5,796 | $2.4M | No change |
| BSV Vanguard Short-Term Bond ETF | 1.10% | 31,718 | $2.4M | Add +0.9% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.08% | 131,264 | $2.4M | Add +3.0% |
| VIGI Vanguard Int Div App Indx FD | 1.05% | 28,443 | $2.3M | No change |
| ORCL Oracle Corp. | 0.99% | 17,436 | $2.2M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.96% | 2,350 | $2.1M | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.90% | 38,825 | $2.0M | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 0.88% | 31,870 | $1.9M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.84% | 8,141 | $1.9M | Reduce -4.1% |
| PEP Pepsico Inc. | 0.84% | 10,603 | $1.9M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.82% | 15,643 | $1.8M | Reduce -3.2% |
| VNQ Vanguard Real Estate ETF | 0.80% | 20,459 | $1.8M | Add +0.0% |
| AEP American Electric Power | 0.79% | 20,318 | $1.7M | Reduce -2.3% |
| ADP Automatic Data Processing | 0.77% | 6,783 | $1.7M | Add +0.2% |
| IAGG iShares Intl Aggregate Bond | 0.75% | 33,050 | $1.7M | Add +0.9% |
| HD Home Depot Inc. | 0.72% | 4,148 | $1.6M | Reduce -0.5% |
| V Visa Inc. Class A | 0.68% | 5,377 | $1.5M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.67% | 2,023 | $1.5M | Add +1.4% |
| MCD McDonald's Corp. | 0.66% | 5,184 | $1.5M | Reduce -1.5% |
| WMT Walmart Inc. | 0.62% | 22,662 | $1.4M | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.61% | 3,648 | $1.3M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.60% | 8,173 | $1.3M | Reduce -24.8% |
| UNH Unitedhealth Group Inc. | 0.59% | 2,625 | $1.3M | Add +0.3% |
| CVX Chevron Corp. | 0.57% | 7,927 | $1.3M | Reduce -2.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.51% | 16,007 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.51% | 7,383 | $1.1M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.51% | 22,345 | $1.1M | Add +0.7% |
| GLD SPDR Gold Shares | 0.49% | 5,243 | $1.1M | No change |
| DGRO iShares Core Dividend Growth | 0.48% | 18,216 | $1.1M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.47% | 5,806 | $1.0M | Add +2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 8,241 | $1.0M | Add +0.2% |
| HBAN Huntington Bancshares Inc. | 0.45% | 71,183 | $993K | Reduce -3.8% |
| SLV iShares Silver Trust | 0.44% | 42,900 | $976K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.44% | 20,341 | $965K | No change |
| JNJ Johnson & Johnson | 0.43% | 6,028 | $954K | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.42% | 15,250 | $933K | Reduce -4.2% |
| ABT Abbott Laboratories | 0.42% | 8,181 | $930K | Add +3.6% |
| VZ Verizon Communications Inc. | 0.41% | 21,552 | $904K | Reduce -4.2% |
| LMT Lockheed Martin Corp. | 0.40% | 1,961 | $892K | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.40% | 898 | $871K | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 1,497 | $870K | No change |
| XLE SS Energy Select Sector | 0.39% | 9,028 | $852K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.38% | 6,354 | $838K | Reduce -9.6% |
| HYD Vaneck High Yield Muni ETF | 0.38% | 16,013 | $837K | No change |
| IWM iShares Russell 2000 ETF | 0.38% | 3,939 | $828K | No change |
| BMY Bristol-Myers Squibb Co. | 0.37% | 14,953 | $811K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 4,032 | $770K | Add +0.1% |
| HDV iShares Core High Dividend E | 0.34% | 6,848 | $755K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 1,684 | $748K | Reduce -0.6% |
| SDVY First Trust Smid Cap Rising | 0.34% | 21,271 | $741K | Add +1.5% |
| XLB SS Materials Select Sector | 0.33% | 7,725 | $718K | No change |
| GOOGL Alphabet Inc. Class A | 0.32% | 4,706 | $710K | Reduce -0.4% |
| XLI SS Industrial Select Sector | 0.32% | 5,610 | $707K | No change |
| INTC Intel Corp. | 0.31% | 15,576 | $688K | Reduce -2.8% |
| XLF SS Financial Select Sector | 0.31% | 16,301 | $687K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,302 | $681K | Add +0.1% |
| BA The Boeing Co. | 0.28% | 3,196 | $617K | Reduce -11.1% |
| ADBE Adobe Inc. | 0.27% | 1,160 | $585K | Add +1.7% |
| PFE Pfizer Inc. | 0.26% | 20,595 | $572K | Reduce -6.4% |
| BP BP PLC-Spons ADR | 0.25% | 14,693 | $554K | Add +1.0% |
| GD General Dynamics Corp. | 0.25% | 1,928 | $545K | Add +0.4% |
| NOC Northrop Grumman Corp. | 0.24% | 1,107 | $530K | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 1,636 | $524K | New |
| ENB Enbridge Inc. | 0.24% | 14,340 | $519K | Add +2.5% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 3,029 | $513K | No change |
| VONV Vanguard Russell 1000 Value | 0.22% | 6,151 | $484K | Add +0.4% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 6,300 | $481K | No change |
| ISRG Intuitive Surgical Inc. | 0.20% | 1,131 | $451K | Add +3.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 9,002 | $451K | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.20% | 4,593 | $446K | Add +2.3% |
| YUM Yum! Brands Inc. | 0.20% | 3,158 | $438K | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.19% | 5,844 | $428K | Reduce -8.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 8,280 | $427K | Add +0.2% |
| DNP DNP Select Income Fund Inc. | 0.19% | 47,015 | $426K | Add +0.9% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.1% | 2.79% | −0.65 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -69.4% | 0.18% | −0.46 |
| PG The Procter & Gamble Co. | Reduce -24.8% | 0.60% | −0.18 |
| BA The Boeing Co. | Reduce -11.1% | 0.28% | −0.18 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 1.55% | −0.15 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.1% | 2.32% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -2.5% | 4.76% | −0.13 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.66% | −0.11 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.5% | 1.16% | −0.09 |
| INTC Intel Corp. | Reduce -2.8% | 0.31% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.8% | 1.18% | −0.07 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.84% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -3.5% | 5.79% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -8.4% | 0.19% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -25.0% | 0.14% | −0.05 |
| PFE Pfizer Inc. | Reduce -6.4% | 0.26% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -18.3% | 0.19% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.1% | 0.84% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.7% | 0.43% | −0.04 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.42% | −0.04 |
| AEP American Electric Power | Reduce -2.3% | 0.79% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.40% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -0.5% | 2.03% | −0.03 |
| CVX Chevron Corp. | Reduce -2.4% | 0.57% | −0.03 |
| T AT&T Inc. | Reduce -13.8% | 0.10% | −0.02 |
| HBAN Huntington Bancshares Inc. | Reduce -3.8% | 0.45% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 0.13% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.41% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.51% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.32% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.34% | −0.00 |
| GIS General Mills Inc. | Reduce -0.5% | 0.15% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -9.6% | 0.38% | +0.00 |
| HD Home Depot Inc. | Reduce -0.5% | 0.72% | +0.01 |
| WMT Walmart Inc. | Reduce -2.9% | 0.62% | +0.01 |
| MPC Marathon Petroleum Corp. | Reduce -7.9% | 0.13% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.82% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.0% | 2.10% | +0.07 |
| ORCL Oracle Corp. | Reduce -0.8% | 0.99% | +0.08 |
| MSFT Microsoft Corp. | Reduce -0.7% | 4.12% | +0.10 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 1.72% | +0.10 |
Portfolio Buys Q4 2023 → Q1 2024
| ABBV Abbvie Inc. | Add +376.0% | 1.39% | +1.12 |
| LLY Eli Lilly & Co. | Add +0.0% | 2.31% | +0.43 |
| NVDA Nvidia Corp. | Add +0.7% | 0.96% | +0.39 |
| IVV iShares Core S&P 500 ETF | Add +23.5% | 1.42% | +0.29 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.24% | +0.24 |
| PRK Park National Corp. | New | 0.17% | +0.17 |
| BLK BlackRock Finance Inc. | New | 0.17% | +0.17 |
| J Jacobs Solutions Inc. | New | 0.12% | +0.12 |
| GE General Electric | New | 0.12% | +0.12 |
| DWX State Street SPDR S&P Intern | New | 0.10% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.10% | +0.10 |
| EMN Eastman Chemical Co. | New | 0.10% | +0.10 |
| XBI SS SPDR S&P Biotech ETF | New | 0.10% | +0.10 |
| AFL Aflac Inc. | New | 0.09% | +0.09 |
| ETN Eaton Corp. PLC | New | 0.09% | +0.09 |
| ITW Illinois Tool Works | New | 0.09% | +0.09 |
| DIS The Walt Disney Co. | Add +0.2% | 0.46% | +0.09 |
| CAT Caterpillar Inc. | Add +0.1% | 0.61% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.2% | 0.40% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.5% | 0.47% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.17% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.35% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.67% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +3.3% | 0.20% | +0.02 |
| ALL Allstate Corp. | Add +0.1% | 0.18% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +0.3% | 2.16% | +0.02 |
| CINF Cincinnati Financial Corp. | Add +0.3% | 0.15% | +0.01 |
| XLE SS Energy Select Sector | Add +0.1% | 0.39% | +0.01 |
| SBUX Starbucks Corp. | Add +23.9% | 0.16% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.18% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +16.6% | 0.16% | +0.01 |
| PRU Prudential Financial Inc. | Add +0.8% | 0.14% | +0.01 |
| AMG Affiliated Managers Group | Add +3.9% | 0.12% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.3% | 0.16% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.6% | 2.47% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.31% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.11% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.12% | +0.00 |
| GD General Dynamics Corp. | Add +0.4% | 0.25% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +1.2% | 1.34% | +0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.22% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +0.1% | 0.15% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.8% | 2.07% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 0.14% | −0.00 |
| HDV iShares Core High Dividend E | Add +0.3% | 0.34% | −0.00 |
| DNP DNP Select Income Fund Inc. | Add +0.9% | 0.19% | −0.00 |
| V Visa Inc. Class A | Add +1.1% | 0.68% | −0.00 |
| SDVY First Trust Smid Cap Rising | Add +1.5% | 0.34% | −0.00 |
| AOM iShares Core 40/60 Moderate | Add +4.0% | 0.18% | −0.00 |
| DGRO iShares Core Dividend Growth | Add +0.1% | 0.48% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 167 | $319.9M | VEA, IWF, IWD, AAPL, VWO |
| Q1 2026 | 152 | $281.1M | VEA, IWF, IWD, AAPL, VWO |
| Q4 2025 | 149 | $285.7M | IWF, VEA, IWD, MSFT, AAPL |
| Q3 2025 | 154 | $284.0M | IWF, VEA, IWD, MSFT, AAPL |
| Q2 2025 | 158 | $264.2M | IWF, VEA, IWD, MSFT, VWO |
| Q1 2025 | 148 | $241.2M | IWF, IWD, VEA, MSFT, AAPL |
| Q4 2024 | 146 | $242.8M | IWF, IWD, MSFT, VEA, AAPL |
| Q3 2024 | 147 | $240.1M | IWF, IWD, MSFT, VEA, AAPL |
| Q2 2024 | 142 | $222.6M | IWF, IWD, MSFT, VEA, AAPL |
| Q1 2024 | 142 | $220.5M | IWF, IWD, MSFT, VEA, AAPL |