Investment Partners, LTD.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Investment Partners, LTD. reported 146 stock positions worth $242.8 million. Its top holding was iShares Russell 1000 Growth (IWF) at 6.0% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.3%) and Microsoft (MSFT, 3.9%). Compared with Q3 2024, it opened 8 new positions, sold out of 9, added to 80 and reduced 37. The biggest buy was a new position in Vaneck Cef Muni Income ETF (XMPT) and the biggest sale iShares National Muni Bond E (MUB, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $242.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000837 ↗ filed Feb 6, 2025
Holdings Value
Holdings 146 stocks · $242.8M
| IWF iShares Russell 1000 Growth | 6.02% | 36,426 | $14.6M | Reduce -0.8% |
| IWD iShares Russell 1000 Value E | 4.30% | 56,427 | $10.4M | Add +0.0% |
| MSFT Microsoft Corp. | 3.94% | 22,708 | $9.6M | Add +5.5% |
| VEA Vanguard Ftse Developed ETF | 3.78% | 191,734 | $9.2M | Add +11.6% |
| AAPL Apple Inc. | 3.52% | 34,115 | $8.5M | Add +0.4% |
| NVDA Nvidia Corp. | 2.58% | 46,640 | $6.3M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 2.54% | 139,969 | $6.2M | Add +6.9% |
| VIG Vanguard Dividend Apprec ETF | 2.44% | 30,238 | $5.9M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 2.29% | 54,660 | $5.5M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 2.08% | 6,542 | $5.1M | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 2.04% | 39,034 | $4.9M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.97% | 68,150 | $4.8M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 1.92% | 19,415 | $4.7M | Add +3.3% |
| IWS iShares Russell Mid-Cap Valu | 1.89% | 35,480 | $4.6M | Add +4.3% |
| IVE iShares S&P 500 Value ETF | 1.88% | 23,882 | $4.6M | Reduce -0.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.70% | 97,040 | $4.1M | Add +12.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.67% | 78,228 | $4.0M | Add +13.2% |
| BSV Vanguard Short-Term Bond ETF | 1.62% | 50,961 | $3.9M | Add +13.4% |
| USMV iShares MSCI USA Min Vol Fac | 1.57% | 42,946 | $3.8M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 1.52% | 48,955 | $3.7M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 1.35% | 5,581 | $3.3M | Reduce -5.9% |
| ABBV Abbvie Inc. | 1.26% | 17,199 | $3.1M | Add +1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.21% | 38,795 | $2.9M | No change |
| ORCL Oracle Corp. | 1.14% | 16,626 | $2.8M | Reduce -4.2% |
| IWN iShares Russell 2000 Value E | 1.13% | 16,769 | $2.8M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 1.13% | 25,812 | $2.8M | Reduce -16.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 5,822 | $2.6M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.06% | 9,789 | $2.6M | Reduce -2.4% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.05% | 137,131 | $2.6M | No change |
| IWO iShares Russell 2000 Growth | 1.03% | 8,676 | $2.5M | Add +2.7% |
| VSS Vanguard Ftse All Wo X-US SC | 1.01% | 21,348 | $2.4M | Add +6.2% |
| IAGG iShares Intl Aggregate Bond | 0.90% | 43,968 | $2.2M | Add +14.3% |
| ADP Automatic Data Processing | 0.89% | 7,388 | $2.2M | Add +9.2% |
| WMT Walmart Inc. | 0.85% | 22,970 | $2.1M | Add +1.9% |
| SDY SS SPDR S&P Dividend ETF | 0.84% | 15,509 | $2.0M | No change |
| AEP American Electric Power | 0.81% | 21,401 | $2.0M | Add +4.4% |
| COST Costco Wholesale Corp. | 0.76% | 2,021 | $1.9M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.76% | 29,598 | $1.8M | Reduce -6.0% |
| VNQ Vanguard Real Estate ETF | 0.75% | 20,463 | $1.8M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.73% | 7,383 | $1.8M | Reduce -4.4% |
| MCD McDonald's Corp. | 0.73% | 6,078 | $1.8M | Add +15.0% |
| HD Home Depot Inc. | 0.70% | 4,400 | $1.7M | Add +6.4% |
| VIGI Vanguard Int Div App Indx FD | 0.70% | 21,263 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.69% | 15,610 | $1.7M | Add +0.3% |
| PEP Pepsico Inc. | 0.69% | 11,021 | $1.7M | Add +2.7% |
| V Visa Inc. Class A | 0.67% | 5,143 | $1.6M | Reduce -3.9% |
| PG The Procter & Gamble Co. | 0.64% | 9,261 | $1.6M | Add +10.7% |
| DGRO iShares Core Dividend Growth | 0.63% | 25,109 | $1.5M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.59% | 6,565 | $1.4M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.56% | 2,695 | $1.4M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.56% | 7,076 | $1.3M | Reduce -4.0% |
| HDEF Xtrackers MSCI Eafe High Div | 0.55% | 54,521 | $1.3M | Add +296.3% |
| GLD SPDR Gold Shares | 0.52% | 5,258 | $1.3M | Add +0.3% |
| CAT Caterpillar Inc. | 0.51% | 3,425 | $1.2M | Add +0.1% |
| CVX Chevron Corp. | 0.50% | 8,392 | $1.2M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 2,254 | $1.2M | Add +3.7% |
| SLV iShares Silver Trust | 0.47% | 42,900 | $1.1M | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.46% | 15,726 | $1.1M | Reduce -2.2% |
| XMPT Vaneck Cef Muni Income ETF | 0.45% | 51,326 | $1.1M | New |
| HBAN Huntington Bancshares Inc. | 0.44% | 66,330 | $1.1M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.42% | 2,109 | $1.0M | Add +6.7% |
| GOOGL Alphabet Inc. Class A | 0.42% | 5,377 | $1.0M | Add +0.5% |
| KO The Coca-Cola Co. | 0.38% | 14,747 | $918K | Reduce -0.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.38% | 19,350 | $917K | Reduce -8.0% |
| CSCO Cisco Systems Inc. | 0.38% | 15,397 | $912K | Add +11.6% |
| JNJ Johnson & Johnson | 0.37% | 6,262 | $906K | Add +3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 7,998 | $891K | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 0.36% | 3,940 | $871K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 3,954 | $869K | Reduce -1.0% |
| SDVY First Trust Smid Cap Rising | 0.35% | 23,997 | $860K | Add +0.3% |
| BMY Bristol-Myers Squibb Co. | 0.33% | 14,378 | $813K | Add +1.1% |
| XLF SS Financial Select Sector | 0.33% | 16,514 | $798K | No change |
| VZ Verizon Communications Inc. | 0.32% | 19,608 | $784K | Reduce -7.4% |
| XLE SS Energy Select Sector | 0.32% | 9,047 | $775K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 1,282 | $751K | Add +0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.31% | 13,980 | $742K | New |
| XLI SS Industrial Select Sector | 0.30% | 5,610 | $739K | No change |
| HDV iShares Core High Dividend E | 0.30% | 6,571 | $738K | Reduce -4.6% |
| HYD Vaneck High Yield Muni ETF | 0.30% | 13,890 | $721K | Reduce -3.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.28% | 997 | $691K | Add +4.4% |
| ABT Abbott Laboratories | 0.28% | 6,005 | $679K | Reduce -12.6% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 1,297 | $675K | Reduce -13.4% |
| TSLA Tesla Inc. | 0.28% | 1,658 | $670K | Add +44.5% |
| XLB SS Materials Select Sector | 0.27% | 7,725 | $650K | No change |
| ENB Enbridge Inc. | 0.26% | 15,162 | $643K | Add +0.8% |
| GD General Dynamics Corp. | 0.25% | 2,291 | $604K | Add +2.3% |
| ISRG Intuitive Surgical Inc. | 0.24% | 1,111 | $580K | Add +0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 1,626 | $556K | No change |
| PFE Pfizer Inc. | 0.23% | 20,616 | $547K | Add +8.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 2,748 | $543K | Add +0.0% |
| ADBE Adobe Inc. | 0.22% | 1,197 | $532K | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 3,030 | $531K | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.22% | 5,747 | $531K | Add +2.7% |
| VONV Vanguard Russell 1000 Value | 0.21% | 6,231 | $506K | Add +0.5% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 6,300 | $495K | No change |
| NOC Northrop Grumman Corp. | 0.20% | 1,047 | $491K | Reduce -5.4% |
| PRK Park National Corp. | 0.20% | 2,780 | $477K | No change |
| GS Goldman Sachs Group Inc. | 0.20% | 831 | $476K | Add +11.5% |
| MRK Merck & Co. Inc. | 0.19% | 4,712 | $469K | Reduce -24.0% |
| DNP DNP Select Income Fund Inc. | 0.19% | 53,131 | $469K | Add +9.0% |
Portfolio Sells Q3 2024 → Q4 2024
| MUB iShares National Muni Bond E | Reduce -16.4% | 1.13% | −0.26 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.21 |
| EFA iShares MSCI Eafe ETF | Reduce -0.9% | 1.52% | −0.20 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.16 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.4% | 0.28% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -1.2% | 0.56% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -24.0% | 0.19% | −0.10 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.10 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.10 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -4.2% | 1.14% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -0.2% | 1.88% | −0.09 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.09 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.08 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -7.4% | 0.32% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -5.9% | 1.35% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.4% | 1.57% | −0.07 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.38% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.0% | 0.76% | −0.06 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -2.2% | 0.46% | −0.06 |
| ABT Abbott Laboratories | Reduce -12.6% | 0.28% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -8.0% | 0.38% | −0.04 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -14.8% | 0.12% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -5.4% | 0.20% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.22% | −0.04 |
| IWN iShares Russell 2000 Value E | Reduce -0.6% | 1.13% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.4% | 1.06% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -4.6% | 0.30% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.4% | 0.73% | −0.03 |
| SNPS Synopsys Inc. | Reduce -17.3% | 0.10% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -1.5% | 0.14% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Reduce -3.3% | 0.30% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.0% | 0.36% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -1.1% | 0.13% | −0.01 |
| ALL Allstate Corp. | Reduce -1.2% | 0.18% | −0.00 |
| BA The Boeing Co. | Reduce -7.0% | 0.12% | +0.01 |
| MS Morgan Stanley | Reduce -1.9% | 0.11% | +0.02 |
| TEAM Atlassian Corp. Class A | Reduce -10.5% | 0.12% | +0.03 |
| DIS The Walt Disney Co. | Reduce -1.7% | 0.37% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 0.56% | +0.04 |
| V Visa Inc. Class A | Reduce -3.9% | 0.67% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 0.59% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.3% | 2.29% | +0.10 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 6.02% | +0.28 |
Portfolio Buys Q3 2024 → Q4 2024
| XMPT Vaneck Cef Muni Income ETF | New | 0.45% | +0.45 |
| HDEF Xtrackers MSCI Eafe High Div | Add +296.3% | 0.55% | +0.39 |
| IBIT iShares Bitcoin Trust ETF | New | 0.31% | +0.31 |
| NVDA Nvidia Corp. | Add +2.5% | 2.58% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +3.3% | 1.92% | +0.27 |
| AAPL Apple Inc. | Add +0.4% | 3.52% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | New | 0.18% | +0.18 |
| IWP iShares Russell Mid-Cap Grow | Add +2.5% | 2.04% | +0.18 |
| HON Honeywell International Inc. | New | 0.18% | +0.18 |
| TSLA Tesla Inc. | Add +44.5% | 0.28% | +0.15 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +13.2% | 1.67% | +0.15 |
| BSV Vanguard Short-Term Bond ETF | Add +13.4% | 1.62% | +0.15 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +12.4% | 1.70% | +0.14 |
| ADP Automatic Data Processing | Add +9.2% | 0.89% | +0.11 |
| WMT Walmart Inc. | Add +1.9% | 0.85% | +0.10 |
| VRT Vertiv Holdings Co. Class A | New | 0.09% | +0.09 |
| DLR Digital Realty Trust Inc. | New | 0.09% | +0.09 |
| MSFT Microsoft Corp. | Add +5.5% | 3.94% | +0.08 |
| WELL Welltower Inc. | New | 0.08% | +0.08 |
| IAGG iShares Intl Aggregate Bond | Add +14.3% | 0.90% | +0.07 |
| CSCO Cisco Systems Inc. | Add +11.6% | 0.38% | +0.07 |
| MCD McDonald's Corp. | Add +15.0% | 0.73% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.42% | +0.05 |
| PFLT Pennantpark Floating Rate Ca | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +11.5% | 0.20% | +0.04 |
| HBAN Huntington Bancshares Inc. | Add +0.1% | 0.44% | +0.04 |
| PG The Procter & Gamble Co. | Add +10.7% | 0.64% | +0.04 |
| AFL Aflac Inc. | Add +42.4% | 0.15% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.7% | 0.47% | +0.03 |
| IWO iShares Russell 2000 Growth | Add +2.7% | 1.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +1.1% | 0.33% | +0.03 |
| BAC Bank of America Corp. | Add +14.1% | 0.13% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.22% | +0.02 |
| CINF Cincinnati Financial Corp. | Add +11.0% | 0.18% | +0.02 |
| GILD Gilead Sciences Inc. | Add +2.7% | 0.22% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.76% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +4.3% | 1.89% | +0.02 |
| BLK BlackRock Inc. | Add +4.0% | 0.16% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +0.9% | 0.24% | +0.01 |
| ENB Enbridge Inc. | Add +0.8% | 0.26% | +0.01 |
| CVX Chevron Corp. | Add +4.7% | 0.50% | +0.01 |
| HD Home Depot Inc. | Add +6.4% | 0.70% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.13% | +0.01 |
| T AT&T Inc. | Add +2.5% | 0.12% | +0.01 |
| META Meta Platforms Inc. Class A | Add +2.9% | 0.09% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.31% | +0.00 |
| J Jacobs Solutions Inc. | Add +0.1% | 0.09% | +0.00 |
| SBUX Starbucks Corp. | Add +6.1% | 0.16% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.12% | −0.00 |
| PFE Pfizer Inc. | Add +8.7% | 0.23% | −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 |