Investment Partners, LTD.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Investment Partners, LTD. reported 147 stock positions worth $240.1 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.5%) and Microsoft (MSFT, 3.9%). Compared with Q2 2024, it opened 7 new positions, sold out of 2, added to 51 and reduced 62. The biggest buy was Nvidia (NVDA, shares +82%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $240.1M (Q3 2024)
- SEC Filing
- 0001085146-24-005327 ↗ filed Nov 4, 2024
Holdings Value
Holdings 147 stocks · $240.1M
| IWF iShares Russell 1000 Growth | 5.74% | 36,740 | $13.8M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 4.46% | 56,416 | $10.7M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.86% | 21,528 | $9.3M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 3.78% | 171,884 | $9.1M | Add +3.5% |
| AAPL Apple Inc. | 3.30% | 33,991 | $7.9M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 2.61% | 130,970 | $6.3M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 2.49% | 30,203 | $6.0M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 2.41% | 6,520 | $5.8M | No change |
| NVDA Nvidia Corp. | 2.30% | 45,486 | $5.5M | Add +82.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.21% | 68,135 | $5.3M | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 2.19% | 54,831 | $5.3M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 1.97% | 23,938 | $4.7M | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 1.87% | 34,007 | $4.5M | Reduce -5.1% |
| IWP iShares Russell Mid-Cap Grow | 1.86% | 38,065 | $4.5M | Reduce -6.0% |
| EFA iShares MSCI Eafe ETF | 1.72% | 49,381 | $4.1M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.65% | 18,800 | $4.0M | Reduce -0.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.64% | 43,100 | $3.9M | Add +0.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.56% | 86,293 | $3.7M | Reduce -2.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.52% | 69,126 | $3.6M | Add +60.9% |
| BSV Vanguard Short-Term Bond ETF | 1.47% | 44,938 | $3.5M | Add +23.5% |
| IVV iShares Core S&P 500 ETF | 1.42% | 5,932 | $3.4M | Add +0.1% |
| ABBV Abbvie Inc. | 1.40% | 17,027 | $3.4M | Add +0.1% |
| MUB iShares National Muni Bond E | 1.40% | 30,894 | $3.4M | Reduce -7.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.30% | 38,795 | $3.1M | Reduce -0.8% |
| ORCL Oracle Corp. | 1.23% | 17,361 | $3.0M | Reduce -0.5% |
| IWN iShares Russell 2000 Value E | 1.17% | 16,877 | $2.8M | Reduce -17.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 5,812 | $2.7M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.10% | 10,034 | $2.6M | Reduce -2.5% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.07% | 137,131 | $2.6M | Reduce -1.3% |
| VSS Vanguard Ftse All Wo X-US SC | 1.05% | 20,109 | $2.5M | Reduce -10.4% |
| IWO iShares Russell 2000 Growth | 1.00% | 8,445 | $2.4M | Reduce -21.2% |
| SDY SS SPDR S&P Dividend ETF | 0.92% | 15,509 | $2.2M | Reduce -10.8% |
| AEP American Electric Power | 0.88% | 20,492 | $2.1M | Reduce -0.8% |
| IAGG iShares Intl Aggregate Bond | 0.83% | 38,471 | $2.0M | Add +3.6% |
| VNQ Vanguard Real Estate ETF | 0.83% | 20,461 | $2.0M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.82% | 31,472 | $2.0M | Reduce -1.4% |
| VIGI Vanguard Int Div App Indx FD | 0.78% | 21,263 | $1.9M | No change |
| ADP Automatic Data Processing | 0.78% | 6,767 | $1.9M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 7,721 | $1.8M | Reduce -4.1% |
| PEP Pepsico Inc. | 0.76% | 10,732 | $1.8M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.76% | 15,559 | $1.8M | Add +0.1% |
| WMT Walmart Inc. | 0.76% | 22,547 | $1.8M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.74% | 2,015 | $1.8M | Add +0.3% |
| HD Home Depot Inc. | 0.70% | 4,136 | $1.7M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.67% | 5,285 | $1.6M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 0.66% | 2,728 | $1.6M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 0.65% | 25,077 | $1.6M | Add +37.9% |
| V Visa Inc. Class A | 0.61% | 5,350 | $1.5M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.60% | 8,366 | $1.4M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.56% | 3,422 | $1.3M | Reduce -0.6% |
| GLD SPDR Gold Shares | 0.53% | 5,243 | $1.3M | No change |
| AMZN Amazon.com Inc. | 0.51% | 6,635 | $1.2M | Add +1.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.51% | 16,087 | $1.2M | No change |
| GOOG Alphabet Inc. Class C | 0.51% | 7,370 | $1.2M | Add +0.0% |
| SLV iShares Silver Trust | 0.51% | 42,900 | $1.2M | No change |
| CVX Chevron Corp. | 0.49% | 8,017 | $1.2M | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.48% | 1,976 | $1.2M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 2,174 | $1.1M | Add +34.9% |
| KO The Coca-Cola Co. | 0.44% | 14,755 | $1.1M | Reduce -0.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.42% | 21,038 | $1.0M | Add +4.0% |
| JNJ Johnson & Johnson | 0.41% | 6,054 | $981K | Add +0.2% |
| HBAN Huntington Bancshares Inc. | 0.41% | 66,283 | $974K | Reduce -7.0% |
| VZ Verizon Communications Inc. | 0.40% | 21,182 | $951K | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 1,497 | $926K | No change |
| GOOGL Alphabet Inc. Class A | 0.37% | 5,348 | $887K | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 3,995 | $883K | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 0.36% | 3,940 | $870K | Add +0.0% |
| SDVY First Trust Smid Cap Rising | 0.36% | 23,919 | $870K | Add +0.1% |
| HDV iShares Core High Dividend E | 0.34% | 6,890 | $810K | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 955 | $796K | Add +6.2% |
| XLE SS Energy Select Sector | 0.33% | 9,040 | $794K | Add +0.1% |
| ABT Abbott Laboratories | 0.33% | 6,871 | $783K | Reduce -3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 8,134 | $782K | Reduce -0.8% |
| HYD Vaneck High Yield Muni ETF | 0.32% | 14,363 | $762K | Reduce -9.1% |
| XLI SS Industrial Select Sector | 0.32% | 5,610 | $760K | No change |
| XLF SS Financial Select Sector | 0.31% | 16,514 | $748K | Add +1.3% |
| XLB SS Materials Select Sector | 0.31% | 7,725 | $745K | No change |
| BMY Bristol-Myers Squibb Co. | 0.31% | 14,216 | $736K | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,281 | $735K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.31% | 13,797 | $734K | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.29% | 6,200 | $704K | Reduce -0.5% |
| GD General Dynamics Corp. | 0.28% | 2,240 | $677K | Add +0.5% |
| ADBE Adobe Inc. | 0.26% | 1,207 | $625K | No change |
| ENB Enbridge Inc. | 0.25% | 15,036 | $611K | Reduce -2.7% |
| NOC Northrop Grumman Corp. | 0.24% | 1,107 | $585K | No change |
| PFE Pfizer Inc. | 0.23% | 18,969 | $549K | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 3,029 | $543K | No change |
| ISRG Intuitive Surgical Inc. | 0.23% | 1,101 | $541K | No change |
| XLP SS Consumer Staples Sel Sect | 0.22% | 6,300 | $523K | No change |
| VONV Vanguard Russell 1000 Value | 0.22% | 6,203 | $517K | Add +0.8% |
| BP BP PLC-Spons ADR | 0.21% | 15,981 | $502K | Add +0.7% |
| DNP DNP Select Income Fund Inc. | 0.20% | 48,756 | $490K | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 2,747 | $477K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 9,002 | $476K | No change |
| GILD Gilead Sciences Inc. | 0.20% | 5,597 | $469K | Reduce -5.1% |
| PRK Park National Corp. | 0.19% | 2,780 | $467K | No change |
| DVY iShares Select Dividend ETF | 0.19% | 3,451 | $466K | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 1,626 | $456K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 8,330 | $447K | Add +0.3% |
| YUM Yum! Brands Inc. | 0.18% | 3,159 | $441K | Add +0.0% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.6% | 3.86% | −0.49 |
| IWF iShares Russell 1000 Growth | Reduce -1.4% | 5.74% | −0.36 |
| IWO iShares Russell 2000 Growth | Reduce -21.2% | 1.00% | −0.26 |
| IWN iShares Russell 2000 Value E | Reduce -17.9% | 1.17% | −0.23 |
| MUB iShares National Muni Bond E | Reduce -7.8% | 1.40% | −0.21 |
| DWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.18 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.0% | 1.86% | −0.15 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -10.4% | 1.05% | −0.13 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -2.2% | 1.56% | −0.11 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.09 |
| INTC Intel Corp. | Reduce -11.9% | 0.13% | −0.08 |
| CVX Chevron Corp. | Reduce -1.6% | 0.49% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -10.8% | 0.92% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.37% | −0.07 |
| IWS iShares Russell Mid-Cap Valu | Reduce -5.1% | 1.87% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 1.65% | −0.07 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -1.3% | 1.07% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.29% | −0.05 |
| HYD Vaneck High Yield Muni ETF | Reduce -9.1% | 0.32% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -35.4% | 0.11% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.76% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.8% | 0.33% | −0.04 |
| BA The Boeing Co. | Reduce -0.9% | 0.11% | −0.03 |
| EU Encore Energy Corp. | Reduce -39.6% | 0.03% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.1% | 0.76% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -1.4% | 4.46% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 0.82% | −0.02 |
| V Visa Inc. Class A | Reduce -0.5% | 0.61% | −0.02 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -6.8% | 0.16% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.60% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -3.3% | 0.09% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 1.10% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.6% | 0.23% | −0.02 |
| HBAN Huntington Bancshares Inc. | Reduce -7.0% | 0.41% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.9% | 2.61% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.1% | 0.11% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -5.5% | 0.15% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 2.21% | −0.01 |
| INDA iShares MSCI India ETF | Reduce -2.8% | 0.17% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -5.9% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Reduce -3.4% | 0.33% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.2% | 0.40% | −0.00 |
| T AT&T Inc. | Reduce -1.0% | 0.11% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 2.49% | +0.01 |
| NKE Nike Inc. Class B | Reduce -1.2% | 0.10% | +0.01 |
| ENB Enbridge Inc. | Reduce -2.7% | 0.25% | +0.01 |
| GIS General Mills Inc. | Reduce -2.5% | 0.14% | +0.01 |
| ALL Allstate Corp. | Reduce -3.8% | 0.18% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 0.31% | +0.01 |
| AMT American Tower Corp. | Reduce -1.7% | 0.16% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +82.4% | 2.30% | +0.92 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +60.9% | 1.52% | +0.53 |
| BSV Vanguard Short-Term Bond ETF | Add +23.5% | 1.47% | +0.22 |
| DGRO iShares Core Dividend Growth | Add +37.9% | 0.65% | +0.18 |
| HDEF Xtrackers MSCI Eafe High Div | New | 0.15% | +0.15 |
| AMD Advanced Micro Devices | New | 0.13% | +0.13 |
| SNPS Synopsys Inc. | New | 0.13% | +0.13 |
| TSLA Tesla Inc. | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +34.9% | 0.44% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +3.5% | 3.78% | +0.09 |
| ABBV Abbvie Inc. | Add +0.1% | 1.40% | +0.09 |
| SMCI Super Micro Computer Inc. | New | 0.09% | +0.09 |
| AAPL Apple Inc. | Add +0.1% | 3.30% | +0.09 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | New | 0.08% | +0.08 |
| LMT Lockheed Martin Corp. | Add +0.4% | 0.48% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.83% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 0.66% | +0.04 |
| DNP DNP Select Income Fund Inc. | Add +3.4% | 0.20% | +0.03 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.17% | +0.02 |
| AFL Aflac Inc. | Add +0.4% | 0.11% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 1.64% | +0.01 |
| JNJ Johnson & Johnson | Add +0.2% | 0.41% | +0.01 |
| GE General Electric | Add +0.1% | 0.12% | +0.01 |
| XLF SS Financial Select Sector | Add +1.3% | 0.31% | +0.01 |
| CINF Cincinnati Financial Corp. | Add +0.3% | 0.15% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 1.97% | +0.01 |
| DVY iShares Select Dividend ETF | Add +0.2% | 0.19% | +0.01 |
| SDVY First Trust Smid Cap Rising | Add +0.1% | 0.36% | +0.00 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.3% | 0.15% | +0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.8% | 0.22% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.36% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.15% | +0.00 |
| HDV iShares Core High Dividend E | Add +0.3% | 0.34% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 0.13% | +0.00 |
| MS Morgan Stanley | Add +0.2% | 0.09% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +0.6% | 0.14% | −0.00 |
| CL Colgate-Palmolive Co. | Add +0.3% | 0.17% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +3.6% | 0.83% | −0.00 |
| AOM iShares Core 40/60 Moderate | Add +0.8% | 0.18% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.0% | 0.18% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.3% | 0.19% | −0.00 |
| PRU Prudential Financial Inc. | Add +0.8% | 0.14% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.12% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.31% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Add +4.0% | 0.42% | −0.01 |
| GD General Dynamics Corp. | Add +0.5% | 0.28% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.5% | 1.72% | −0.01 |
| ADI Analog Devices Inc. | Add +0.3% | 0.17% | −0.01 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.74% | −0.02 |
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 |