Investment Partners, LTD.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Investment Partners, LTD. reported 142 stock positions worth $222.6 million. Its top holding was iShares Russell 1000 Growth (IWF) at 6.1% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.5%) and Microsoft (MSFT, 4.3%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 69 and reduced 43. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale SS SPDR S&P Dividend ETF (SDY, shares −24%).

Most Recent 13F
Q2 2026
Location
NEW PHILADELPHIA, OH
CIK
0001050068
Portfolio Value
$222.6M (Q2 2024)
SEC Filing
0001085146-24-003545 ↗ filed Aug 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $220.5M Q1 2024 Q2 2024: $222.6M $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 · $222.6M
IWF iShares Russell 1000 Growth 6.10% 37,277 $13.6M Reduce -1.6%
IWD iShares Russell 1000 Value E 4.48% 57,202 $10.0M Reduce -2.3%
MSFT Microsoft Corp. 4.35% 21,652 $9.7M Add +0.3%
VEA Vanguard Ftse Developed ETF 3.69% 166,060 $8.2M Reduce -1.6%
AAPL Apple Inc. 3.21% 33,961 $7.2M Reduce -5.3%
LLY Eli Lilly & Co. 2.65% 6,520 $5.9M Reduce -0.5%
VWO Vanguard Ftse Emerging Marke 2.62% 133,507 $5.8M Reduce -1.6%
VIG Vanguard Dividend Apprec ETF 2.48% 30,297 $5.5M Add +1.6%
IVW iShares S&P 500 Growth ETF 2.27% 54,730 $5.1M Reduce -0.0%
IEFA iShares Core MSCI Eafe ETF 2.23% 68,195 $5.0M Reduce -1.1%
IWP iShares Russell Mid-Cap Grow 2.01% 40,499 $4.5M Reduce -2.9%
IVE iShares S&P 500 Value ETF 1.96% 23,916 $4.4M Reduce -0.1%
IWS iShares Russell Mid-Cap Valu 1.94% 35,835 $4.3M Reduce -1.5%
EFA iShares MSCI Eafe ETF 1.73% 49,154 $3.9M Add +0.0%
JPM JPMorgan Chase & Co. 1.72% 18,935 $3.8M Reduce -0.1%
SHYG iShares 0-5 YR HY Corp. Bond 1.67% 88,219 $3.7M Add +13.2%
USMV iShares MSCI USA Min Vol Fac 1.62% 43,068 $3.6M Add +0.1%
MUB iShares National Muni Bond E 1.60% 33,523 $3.6M Add +5.3%
IVV iShares Core S&P 500 ETF 1.46% 5,929 $3.2M Reduce -0.8%
IWN iShares Russell 2000 Value E 1.41% 20,563 $3.1M Reduce -2.5%
NVDA Nvidia Corp. 1.38% 24,936 $3.1M Add +6.1%
ABBV Abbvie Inc. 1.31% 17,010 $2.9M Add +0.9%
IWO iShares Russell 2000 Growth 1.26% 10,713 $2.8M Reduce -2.0%
BSV Vanguard Short-Term Bond ETF 1.25% 36,388 $2.8M Add +14.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.20% 39,116 $2.7M No change
VSS Vanguard Ftse All Wo X-US SC 1.18% 22,444 $2.6M Reduce -1.1%
PREF Pri Spe Pre Sec Acti-Usd Inc. 1.14% 138,977 $2.5M Add +5.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.12% 10,293 $2.5M Reduce -1.2%
ORCL Oracle Corp. 1.11% 17,450 $2.5M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 1.07% 5,857 $2.4M Add +1.1%
SDY SS SPDR S&P Dividend ETF 0.99% 17,394 $2.2M Reduce -24.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.99% 42,965 $2.2M Add +10.7%
IJH iShares Core S&P Midcap ETF 0.84% 31,903 $1.9M Add +0.1%
IAGG iShares Intl Aggregate Bond 0.83% 37,131 $1.9M Add +12.3%
AEP American Electric Power 0.81% 20,656 $1.8M Add +1.7%
XOM Exxon Mobil Corp. 0.80% 15,540 $1.8M Reduce -0.7%
PEP Pepsico Inc. 0.80% 10,829 $1.8M Add +2.1%
VB Vanguard Most SM-Cap ETF-Usd 0.79% 8,048 $1.8M Reduce -1.1%
VIGI Vanguard Int Div App Indx FD 0.78% 21,263 $1.7M Reduce -25.2%
VNQ Vanguard Real Estate ETF 0.77% 20,459 $1.7M No change
COST Costco Wholesale Corp. 0.77% 2,009 $1.7M Reduce -0.7%
ADP Automatic Data Processing 0.73% 6,797 $1.6M Add +0.2%
WMT Walmart Inc. 0.69% 22,678 $1.5M Add +0.1%
HD Home Depot Inc. 0.64% 4,155 $1.4M Add +0.2%
V Visa Inc. Class A 0.63% 5,378 $1.4M Add +0.0%
MCD McDonald's Corp. 0.63% 5,491 $1.4M Add +5.9%
UNH Unitedhealth Group Inc. 0.62% 2,723 $1.4M Add +3.7%
PG The Procter & Gamble Co. 0.62% 8,391 $1.4M Add +2.7%
GOOG Alphabet Inc. Class C 0.61% 7,369 $1.4M Reduce -0.2%
CVX Chevron Corp. 0.57% 8,150 $1.3M Add +2.8%
AMZN Amazon.com Inc. 0.57% 6,528 $1.3M Add +12.4%
CAT Caterpillar Inc. 0.52% 3,443 $1.1M Reduce -5.6%
SLV iShares Silver Trust 0.51% 42,900 $1.1M No change
GLD SPDR Gold Shares 0.51% 5,243 $1.1M No change
EFAV iShares MSCI Eafe Min Vol Fa 0.50% 16,087 $1.1M Add +0.5%
DGRO iShares Core Dividend Growth 0.47% 18,182 $1.0M Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.44% 5,396 $983K Add +14.7%
SHM SS SPDR N Ice St Muni ETF 0.43% 20,234 $955K Reduce -0.5%
KO The Coca-Cola Co. 0.42% 14,850 $945K Reduce -2.6%
HBAN Huntington Bancshares Inc. 0.42% 71,232 $939K Add +0.1%
LMT Lockheed Martin Corp. 0.41% 1,969 $920K Add +0.4%
ASML ASML Holding NV-NY Reg SHS 0.41% 899 $919K Add +0.1%
VZ Verizon Communications Inc. 0.40% 21,650 $893K Add +0.5%
JNJ Johnson & Johnson 0.40% 6,042 $883K Add +0.2%
TMO Thermo Fisher Scientific Inc. 0.37% 1,497 $828K No change
XLE SS Energy Select Sector 0.37% 9,034 $823K Add +0.1%
HYD Vaneck High Yield Muni ETF 0.37% 15,792 $816K Reduce -1.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.37% 8,201 $814K Reduce -0.5%
IWM iShares Russell 2000 ETF 0.36% 3,939 $799K No change
SDVY First Trust Smid Cap Rising 0.36% 23,882 $797K Add +12.3%
QQQ Invesco QQQ Trust Series 1 0.35% 1,612 $772K Reduce -4.3%
MRK Merck & Co. Inc. 0.35% 6,231 $771K Reduce -1.9%
HDV iShares Core High Dividend E 0.34% 6,867 $746K Add +0.3%
ABT Abbott Laboratories 0.33% 7,110 $739K Reduce -13.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 4,039 $698K Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 1,280 $697K Reduce -1.7%
XLI SS Industrial Select Sector 0.31% 5,610 $684K No change
XLB SS Materials Select Sector 0.31% 7,725 $682K No change
ADBE Adobe Inc. 0.30% 1,207 $671K Add +4.0%
XLF SS Financial Select Sector 0.30% 16,301 $670K No change
CSCO Cisco Systems Inc. 0.30% 13,847 $658K Reduce -38.0%
GD General Dynamics Corp. 0.29% 2,230 $647K Add +15.7%
CRWD CrowdStrike Holdings Inc. Class A 0.28% 1,626 $623K Reduce -0.6%
BMY Bristol-Myers Squibb Co. 0.27% 14,493 $602K Reduce -3.1%
BP BP PLC-Spons ADR 0.26% 15,863 $573K Add +8.0%
ENB Enbridge Inc. 0.25% 15,450 $550K Add +7.7%
PFE Pfizer Inc. 0.24% 19,468 $545K Reduce -5.5%
RSP Invesco S&P 500 Equal Weight 0.22% 3,029 $498K No change
ISRG Intuitive Surgical Inc. 0.22% 1,101 $490K Reduce -2.6%
INTC Intel Corp. 0.22% 15,604 $483K Add +0.2%
NOC Northrop Grumman Corp. 0.22% 1,107 $483K No change
XLP SS Consumer Staples Sel Sect 0.22% 6,300 $482K No change
TSM Taiwan Semiconductor-SP ADR 0.21% 2,747 $477K Add +0.0%
VONV Vanguard Russell 1000 Value 0.21% 6,151 $471K No change
SPYV SS SPDR P S&P 500 Value ETF 0.20% 9,002 $439K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.19% 8,305 $426K Add +0.3%
YUM Yum! Brands Inc. 0.19% 3,158 $418K No change
DVY iShares Select Dividend ETF 0.19% 3,445 $417K Add +0.1%
GILD Gilead Sciences Inc. 0.18% 5,899 $405K Add +0.9%
SHV iShares 0-1 Year Treasury Bo 0.18% 3,627 $401K No change
ADI Analog Devices Inc. 0.18% 1,746 $399K Add +3.0%
DWX State Street SPDR S&P Intern 0.18% 11,567 $398K Add +77.0%
AOM iShares Core 40/60 Moderate 0.18% 9,256 $398K Add +0.5%
KOF Coca-Cola Femsa Sab-SP ADR 0.18% 4,625 $397K Add +0.7%
PRK Park National Corp. 0.18% 2,780 $396K No change
INDA iShares MSCI India ETF 0.18% 7,087 $395K No change
DNP DNP Select Income Fund Inc. 0.17% 47,160 $388K Add +0.3%
CL Colgate-Palmolive Co. 0.17% 3,899 $378K Add +0.3%
ALL Allstate Corp. 0.17% 2,328 $372K Add +0.1%
MRSH Marsh & McLennan Cos 0.16% 1,719 $362K Add +6.3%
NEE Nextera Energy Inc. 0.16% 4,978 $352K Add +0.3%
GS Goldman Sachs Group Inc. 0.15% 744 $337K Add +0.1%
LOW Lowe's Cos Inc. 0.15% 1,524 $336K Add +0.4%
BA The Boeing Co. 0.15% 1,800 $328K Reduce -43.7%
CMCSA Comcast Corp. Class A 0.14% 8,244 $323K Add +0.5%
AMT American Tower Corp. 0.14% 1,657 $322K Reduce -1.9%
SPLV Invesco S&P 500 Low Volatili 0.14% 4,934 $320K Add +0.3%
PRU Prudential Financial Inc. 0.14% 2,692 $316K Add +0.6%
CINF Cincinnati Financial Corp. 0.14% 2,671 $315K Add +0.3%
SBUX Starbucks Corp. 0.14% 3,958 $308K Add +0.1%
MDY State Street SPDR S&P Midcap 0.14% 568 $304K No change
GIS General Mills Inc. 0.14% 4,774 $302K Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 749 $280K No change
BLK BlackRock Finance Inc. 0.13% 354 $278K Reduce -21.3%
IJR iShares Core S&P Small-Cap E 0.12% 2,597 $277K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 6,671 $265K Add +0.1%
AMG Affiliated Managers Group 0.11% 1,585 $248K Reduce -1.9%
J Jacobs Solutions Inc. 0.11% 1,771 $247K No change
TEAM Atlassian Corp. Class A 0.11% 1,361 $241K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.11% 2,980 $239K No change
MPC Marathon Petroleum Corp. 0.11% 1,375 $239K No change
GE General Electric filed as GE AEROSPACE 0.11% 1,494 $237K Add +2.0%
T AT&T Inc. 0.10% 12,130 $232K Add +0.6%
AFL Aflac Inc. 0.10% 2,426 $217K Add +0.4%
KLAC KLA Corp. 0.09% 250 $206K New
EMN Eastman Chemical Co. 0.09% 2,100 $206K No change
MS Morgan Stanley 0.09% 2,098 $204K New
XBI SS SPDR S&P Biotech ETF 0.09% 2,187 $203K Reduce -1.2%
NKE Nike Inc. Class B 0.09% 2,672 $201K Add +0.1%
SIF Sifco Industries 0.08% 57,541 $178K No change
MUA BlackRock Muniassets Fund 0.08% 14,782 $171K No change
EU Encore Energy Corp. 0.06% 34,305 $135K No change

Portfolio Sells Q1 2024 → Q2 2024
SDY SS SPDR S&P Dividend ETF Reduce -24.1% 0.99% −0.37
VIGI Vanguard Int Div App Indx FD Reduce -25.2% 0.78% −0.28
IWD iShares Russell 1000 Value E Reduce -2.3% 4.48% −0.27
CSCO Cisco Systems Inc. Reduce -38.0% 0.30% −0.21
IWP iShares Russell Mid-Cap Grow Reduce -2.9% 2.01% −0.15
VEA Vanguard Ftse Developed ETF Reduce -1.6% 3.69% −0.15
BA The Boeing Co. Reduce -43.7% 0.15% −0.13
IWS iShares Russell Mid-Cap Valu Reduce -1.5% 1.94% −0.12
IWN iShares Russell 2000 Value E Reduce -2.5% 1.41% −0.11
BMY Bristol-Myers Squibb Co. Reduce -3.1% 0.27% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -1.1% 2.23% −0.10
ETN Eaton Corp. PLC Sold out 0.00% −0.09
ITW Illinois Tool Works Sold out 0.00% −0.09
DIS The Walt Disney Co. Reduce -0.5% 0.37% −0.09
CAT Caterpillar Inc. Reduce -5.6% 0.52% −0.09
ABT Abbott Laboratories Reduce -13.1% 0.33% −0.09
IWO iShares Russell 2000 Growth Reduce -2.0% 1.26% −0.08
IVE iShares S&P 500 Value ETF Reduce -0.1% 1.96% −0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.2% 1.12% −0.06
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.1% 0.79% −0.06
BLK BlackRock Finance Inc. Reduce -21.3% 0.13% −0.05
MRK Merck & Co. Inc. Reduce -1.9% 0.35% −0.03
XOM Exxon Mobil Corp. Reduce -0.7% 0.80% −0.02
VSS Vanguard Ftse All Wo X-US SC Reduce -1.1% 1.18% −0.02
PFE Pfizer Inc. Reduce -5.5% 0.24% −0.01
HYD Vaneck High Yield Muni ETF Reduce -1.4% 0.37% −0.01
AMG Affiliated Managers Group Reduce -1.9% 0.11% −0.01
DGRO iShares Core Dividend Growth Reduce -0.2% 0.47% −0.01
SHM SS SPDR N Ice St Muni ETF Reduce -0.5% 0.43% −0.01
AMT American Tower Corp. Reduce -1.9% 0.14% −0.01
XBI SS SPDR S&P Biotech ETF Reduce -1.2% 0.09% −0.00
JPM JPMorgan Chase & Co. Reduce -0.1% 1.72% −0.00
KO The Coca-Cola Co. Reduce -2.6% 0.42% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.7% 0.31% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -4.3% 0.35% +0.01
ISRG Intuitive Surgical Inc. Reduce -2.6% 0.22% +0.02
IVV iShares Core S&P 500 ETF Reduce -0.8% 1.46% +0.03
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.6% 0.28% +0.04
VWO Vanguard Ftse Emerging Marke Reduce -1.6% 2.62% +0.05
COST Costco Wholesale Corp. Reduce -0.7% 0.77% +0.09
GOOG Alphabet Inc. Class C Reduce -0.2% 0.61% +0.10
IVW iShares S&P 500 Growth ETF Reduce -0.0% 2.27% +0.18
IWF iShares Russell 1000 Growth Reduce -1.6% 6.10% +0.31
LLY Eli Lilly & Co. Reduce -0.5% 2.65% +0.34
AAPL Apple Inc. Reduce -5.3% 3.21% +0.42

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +6.1% 1.38% +0.42
MSFT Microsoft Corp. Add +0.3% 4.35% +0.23
SHYG iShares 0-5 YR HY Corp. Bond Add +13.2% 1.67% +0.17
BSV Vanguard Short-Term Bond ETF Add +14.7% 1.25% +0.15
GOOGL Alphabet Inc. Class A Add +14.7% 0.44% +0.12
ORCL Oracle Corp. Add +0.1% 1.11% +0.11
KLAC KLA Corp. New 0.09% +0.09
AMZN Amazon.com Inc. Add +12.4% 0.57% +0.09
MS Morgan Stanley New 0.09% +0.09
IGSB iShares 1-5Y Inv Grade Corp. Add +10.7% 0.99% +0.09
IAGG iShares Intl Aggregate Bond Add +12.3% 0.83% +0.08
DWX State Street SPDR S&P Intern Add +77.0% 0.18% +0.07
WMT Walmart Inc. Add +0.1% 0.69% +0.07
PREF Pri Spe Pre Sec Acti-Usd Inc. Add +5.9% 1.14% +0.06
MUB iShares National Muni Bond E Add +5.3% 1.60% +0.05
TSM Taiwan Semiconductor-SP ADR Add +0.0% 0.21% +0.04
GD General Dynamics Corp. Add +15.7% 0.29% +0.04
ADBE Adobe Inc. Add +4.0% 0.30% +0.04
UNH Unitedhealth Group Inc. Add +3.7% 0.62% +0.03
ADI Analog Devices Inc. Add +3.0% 0.18% +0.03
SDVY First Trust Smid Cap Rising Add +12.3% 0.36% +0.02
AEP American Electric Power Add +1.7% 0.81% +0.02
PG The Procter & Gamble Co. Add +2.7% 0.62% +0.02
ASML ASML Holding NV-NY Reg SHS Add +0.1% 0.41% +0.02
VIG Vanguard Dividend Apprec ETF Add +1.6% 2.48% +0.01
NEE Nextera Energy Inc. Add +0.3% 0.16% +0.01
ENB Enbridge Inc. Add +7.7% 0.25% +0.01
MRSH Marsh & McLennan Cos Add +6.3% 0.16% +0.01
CL Colgate-Palmolive Co. Add +0.3% 0.17% +0.01
GS Goldman Sachs Group Inc. Add +0.1% 0.15% +0.01
LMT Lockheed Martin Corp. Add +0.4% 0.41% +0.01
T AT&T Inc. Add +0.6% 0.10% +0.01
BP BP PLC-Spons ADR Add +8.0% 0.26% +0.01
CVX Chevron Corp. Add +2.8% 0.57% +0.01
BAC Bank of America Corp. Add +0.1% 0.12% +0.00
AFL Aflac Inc. Add +0.4% 0.10% +0.00
AOM iShares Core 40/60 Moderate Add +0.5% 0.18% +0.00
PRU Prudential Financial Inc. Add +0.6% 0.14% −0.00
IGIB iShares 5-10Y Inv Grade Corp. Add +0.3% 0.19% −0.00
SPLV Invesco S&P 500 Low Volatili Add +0.3% 0.14% −0.00
DVY iShares Select Dividend ETF Add +0.1% 0.19% −0.01
IJR iShares Core S&P Small-Cap E Add +0.1% 0.12% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.1% 1.62% −0.01
HDV iShares Core High Dividend E Add +0.3% 0.34% −0.01
CINF Cincinnati Financial Corp. Add +0.3% 0.14% −0.01
VZ Verizon Communications Inc. Add +0.5% 0.40% −0.01
GE General Electric Add +2.0% 0.11% −0.01
GILD Gilead Sciences Inc. Add +0.9% 0.18% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Add +0.5% 0.50% −0.01
GIS General Mills Inc. Add +0.5% 0.14% −0.02

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