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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $220.5M $220.5M Q1 2024 Q2 2024: $222.6M Q2 2024 Q3 2024: $240.1M Q3 2024 Q4 2024: $242.8M Q4 2024 Q1 2025: $241.2M Q1 2025 Q2 2025: $264.2M Q2 2025 Q3 2025: $284.0M Q3 2025 Q4 2025: $285.7M Q4 2025 Q1 2026: $281.1M Q1 2026 Q2 2026: $319.9M Q2 2026

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%
DVY iShares Select Dividend ETF 0.19% 3,441 $424K Reduce -18.3%
ALL Allstate Corp. 0.18% 2,325 $402K Add +0.1%
SHV iShares 0-1 Year Treasury Bo 0.18% 3,627 $401K Reduce -69.4%
AOM iShares Core 40/60 Moderate 0.18% 9,208 $394K Add +4.0%
LOW Lowe's Cos Inc. 0.18% 1,518 $387K Add +0.3%
PRK Park National Corp. 0.17% 2,780 $378K New
BLK BlackRock Finance Inc. 0.17% 450 $375K New
TSM Taiwan Semiconductor-SP ADR 0.17% 2,746 $374K Add +0.0%
INDA iShares MSCI India ETF 0.17% 7,087 $366K No change
SBUX Starbucks Corp. 0.16% 3,956 $362K Add +23.9%
CMCSA Comcast Corp. Class A 0.16% 8,202 $356K Add +16.6%
CL Colgate-Palmolive Co. 0.16% 3,888 $350K Add +0.3%
ADI Analog Devices Inc. 0.15% 1,696 $336K Add +0.3%
AMT American Tower Corp. 0.15% 1,689 $334K Add +5.3%
MRSH Marsh & McLennan Cos 0.15% 1,617 $333K Add +0.1%
GIS General Mills Inc. 0.15% 4,752 $333K Reduce -0.5%
CINF Cincinnati Financial Corp. 0.15% 2,662 $331K Add +0.3%
SPLV Invesco S&P 500 Low Volatili 0.15% 4,918 $324K Add +0.4%
NEE Nextera Energy Inc. 0.14% 4,963 $317K Reduce -25.0%
MDY State Street SPDR S&P Midcap 0.14% 568 $316K No change
PRU Prudential Financial Inc. 0.14% 2,675 $314K Add +0.8%
GS Goldman Sachs Group Inc. 0.14% 743 $310K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.13% 2,595 $287K Reduce -0.1%
MPC Marathon Petroleum Corp. 0.13% 1,375 $277K Reduce -7.9%
J Jacobs Solutions Inc. 0.12% 1,771 $272K New
AMG Affiliated Managers Group 0.12% 1,615 $270K Add +3.9%
TEAM Atlassian Corp. Class A 0.12% 1,361 $266K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 749 $258K Add +0.1%
GE General Electric 0.12% 1,465 $257K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 6,665 $253K Add +0.1%
NKE Nike Inc. Class B 0.11% 2,669 $251K Add +0.1%
DWX State Street SPDR S&P Intern 0.10% 6,537 $230K New
SPYG SS SPDR P S&P 500 Growth ETF 0.10% 2,980 $218K New
T AT&T Inc. 0.10% 12,062 $212K Reduce -13.8%
EMN Eastman Chemical Co. 0.10% 2,100 $210K New
XBI SS SPDR S&P Biotech ETF 0.10% 2,213 $210K New
AFL Aflac Inc. 0.09% 2,416 $207K New
ETN Eaton Corp. PLC 0.09% 656 $205K New
ITW Illinois Tool Works 0.09% 758 $203K New
SIF Sifco Industries 0.08% 57,541 $183K No change
MUA BlackRock Muniassets Fund 0.07% 14,782 $164K No change
EU Encore Energy Corp. 0.07% 34,305 $150K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$319.9MVEA, IWF, IWD, AAPL, VWO
Q1 2026 152$281.1MVEA, IWF, IWD, AAPL, VWO
Q4 2025 149$285.7MIWF, VEA, IWD, MSFT, AAPL
Q3 2025 154$284.0MIWF, VEA, IWD, MSFT, AAPL
Q2 2025 158$264.2MIWF, VEA, IWD, MSFT, VWO
Q1 2025 148$241.2MIWF, IWD, VEA, MSFT, AAPL
Q4 2024 146$242.8MIWF, IWD, MSFT, VEA, AAPL
Q3 2024 147$240.1MIWF, IWD, MSFT, VEA, AAPL
Q2 2024 142$222.6MIWF, IWD, MSFT, VEA, AAPL
Q1 2024 142$220.5MIWF, IWD, MSFT, VEA, AAPL