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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $220.5M Q1 2024 Q2 2024: $222.6M Q2 2024 Q3 2024: $240.1M $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 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%
ALL Allstate Corp. 0.18% 2,240 $425K Reduce -3.8%
AOM iShares Core 40/60 Moderate 0.18% 9,329 $421K Add +0.8%
LOW Lowe's Cos Inc. 0.17% 1,529 $414K Add +0.3%
CL Colgate-Palmolive Co. 0.17% 3,909 $406K Add +0.3%
ADI Analog Devices Inc. 0.17% 1,751 $403K Add +0.3%
INDA iShares MSCI India ETF 0.17% 6,886 $403K Reduce -2.8%
SHV iShares 0-1 Year Treasury Bo 0.17% 3,627 $401K No change
KOF Coca-Cola Femsa Sab-SP ADR 0.16% 4,313 $383K Reduce -6.8%
SBUX Starbucks Corp. 0.16% 3,912 $381K Reduce -1.2%
AMT American Tower Corp. 0.16% 1,629 $379K Reduce -1.7%
HDEF Xtrackers MSCI Eafe High Div 0.15% 13,757 $370K New
GS Goldman Sachs Group Inc. 0.15% 745 $369K Add +0.1%
CINF Cincinnati Financial Corp. 0.15% 2,679 $365K Add +0.3%
MRSH Marsh & McLennan Cos 0.15% 1,625 $363K Reduce -5.5%
SPLV Invesco S&P 500 Low Volatili 0.15% 4,948 $355K Add +0.3%
CMCSA Comcast Corp. Class A 0.14% 8,289 $346K Add +0.6%
GIS General Mills Inc. 0.14% 4,657 $344K Reduce -2.5%
BLK BlackRock Finance Inc. 0.14% 354 $336K No change
PRU Prudential Financial Inc. 0.14% 2,713 $329K Add +0.8%
MDY State Street SPDR S&P Midcap 0.13% 568 $324K No change
INTC Intel Corp. 0.13% 13,746 $322K Reduce -11.9%
AMD Advanced Micro Devices 0.13% 1,885 $309K New
SNPS Synopsys Inc. 0.13% 607 $307K New
IJR iShares Core S&P Small-Cap E 0.13% 2,598 $304K Add +0.0%
TSLA Tesla Inc. 0.13% 1,147 $300K New
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 750 $288K Add +0.1%
GE General Electric filed as GE AEROSPACE 0.12% 1,495 $282K Add +0.1%
AMG Affiliated Managers Group 0.12% 1,585 $282K No change
AFL Aflac Inc. 0.11% 2,435 $272K Add +0.4%
NEE Nextera Energy Inc. 0.11% 3,217 $272K Reduce -35.4%
BA The Boeing Co. 0.11% 1,784 $271K Reduce -0.9%
SIF Sifco Industries 0.11% 57,541 $268K No change
T AT&T Inc. 0.11% 12,010 $264K Reduce -1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 6,462 $256K Reduce -3.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.10% 2,980 $247K No change
EMN Eastman Chemical Co. 0.10% 2,100 $235K No change
NKE Nike Inc. Class B 0.10% 2,641 $234K Reduce -1.2%
J Jacobs Solutions Inc. 0.09% 1,712 $224K Reduce -3.3%
MPC Marathon Petroleum Corp. 0.09% 1,375 $224K No change
MS Morgan Stanley 0.09% 2,103 $219K Add +0.2%
TEAM Atlassian Corp. Class A 0.09% 1,361 $216K No change
SMCI Super Micro Computer Inc. 0.09% 500 $208K New
SPGI S&P Global Inc. 0.08% 394 $204K New
XBI SS SPDR S&P Biotech ETF 0.08% 2,057 $203K Reduce -5.9%
META Meta Platforms Inc. Class A 0.08% 351 $201K New
MUA BlackRock Muniassets Fund 0.08% 14,782 $183K No change
EU Encore Energy Corp. 0.03% 20,711 $84K Reduce -39.6%

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

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