Investment Partners, LTD.

Name: INVESTMENT PARTNERS, LTD. 13F holdings, Q4 2024
Creator: INVESTMENT PARTNERS, LTD.
Published: 2025-02-06

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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%
SPYV SS SPDR P S&P 500 Value ETF	0.19%	9,002	$460K	No change
DVY iShares Select Dividend ETF	0.19%	3,457	$454K	Add +0.2%
PLTR Palantir Technologies Inc. Class A	0.18%	5,917	$448K	New
YUM Yum! Brands Inc.	0.18%	3,231	$433K	Add +2.3%
IGIB iShares 5-10Y Inv Grade Corp.	0.18%	8,365	$431K	Add +0.4%
CINF Cincinnati Financial Corp.	0.18%	2,974	$427K	Add +11.0%
ALL Allstate Corp.	0.18%	2,213	$427K	Reduce -1.2%
HON Honeywell International Inc.	0.18%	1,887	$426K	New
AOM iShares Core 40/60 Moderate	0.17%	9,497	$413K	Add +1.8%
SHV iShares 0-1 Year Treasury Bo	0.16%	3,627	$399K	No change
LOW Lowe's Cos Inc.	0.16%	1,554	$383K	Add +1.6%
SBUX Starbucks Corp.	0.16%	4,152	$379K	Add +6.1%
BLK BlackRock Inc.	0.16%	368	$377K	Add +4.0%
ADI Analog Devices Inc.	0.15%	1,756	$373K	Add +0.3%
INDA iShares MSCI India ETF	0.15%	6,886	$362K	No change
AFL Aflac Inc.	0.15%	3,467	$359K	Add +42.4%
MRSH Marsh & McLennan Cos	0.15%	1,684	$358K	Add +3.6%
CL Colgate-Palmolive Co.	0.14%	3,849	$350K	Reduce -1.5%
SPLV Invesco S&P 500 Low Volatili	0.14%	4,961	$347K	Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.13%	7,374	$324K	Add +14.1%
MDY State Street SPDR S&P Midcap	0.13%	568	$324K	No change
PRU Prudential Financial Inc.	0.13%	2,683	$318K	Reduce -1.1%
CMCSA Comcast Corp. Class A	0.13%	8,419	$316K	Add +1.6%
VUG Vanguard Mrngstar GR ETF-Sui	0.13%	751	$308K	Add +0.1%
IJR iShares Core S&P Small-Cap E	0.12%	2,602	$300K	Add +0.1%
GIS General Mills Inc.	0.12%	4,679	$298K	Add +0.5%
TEAM Atlassian Corp. Class A	0.12%	1,218	$296K	Reduce -10.5%
BA The Boeing Co.	0.12%	1,659	$294K	Reduce -7.0%
AMG Affiliated Managers Group	0.12%	1,585	$293K	No change
KOF Coca-Cola Femsa Sab-SP ADR	0.12%	3,674	$286K	Reduce -14.8%
INTC Intel Corp.	0.12%	14,049	$282K	Add +2.2%
T AT&T Inc.	0.12%	12,311	$280K	Add +2.5%
SPYG SS SPDR P S&P 500 Growth ETF	0.11%	2,980	$262K	No change
GE General Electric filed as GE AEROSPACE	0.11%	1,570	$262K	Add +5.0%
MS Morgan Stanley	0.11%	2,064	$259K	Reduce -1.9%
SNPS Synopsys Inc.	0.10%	502	$244K	Reduce -17.3%
NEE Nextera Energy Inc.	0.10%	3,376	$242K	Add +4.9%
J Jacobs Solutions Inc.	0.09%	1,713	$229K	Add +0.1%
VRT Vertiv Holdings Co. Class A	0.09%	2,002	$227K	New
DLR Digital Realty Trust Inc.	0.09%	1,247	$221K	New
META Meta Platforms Inc. Class A	0.09%	361	$212K	Add +2.9%
SIF Sifco Industries	0.08%	57,541	$204K	No change
WELL Welltower Inc.	0.08%	1,602	$202K	New
MUA BlackRock Muniassets Fund	0.07%	14,782	$163K	No change
PFLT Pennantpark Floating Rate Ca	0.04%	10,000	$109K	New
EU Encore Energy Corp.	0.03%	20,711	$71K	No change

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