Investment Partners, LTD.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Investment Partners, LTD. reported 148 stock positions worth $241.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.3% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.3%) and Vanguard Ftse Developed ETF (VEA, 4.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 5, added to 67 and reduced 50. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +6%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $241.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002455 ↗ filed Apr 30, 2025
Holdings Value
Holdings 148 stocks · $241.2M
| IWF iShares Russell 1000 Growth | 5.31% | 35,486 | $12.8M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 4.34% | 55,635 | $10.5M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 4.27% | 202,526 | $10.3M | Add +5.6% |
| MSFT Microsoft Corp. | 3.53% | 22,702 | $8.5M | Reduce -0.0% |
| AAPL Apple Inc. | 3.18% | 34,543 | $7.7M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 2.68% | 142,952 | $6.5M | Add +2.1% |
| VIG Vanguard Dividend Apprec ETF | 2.43% | 30,254 | $5.9M | Add +0.1% |
| LLY Eli Lilly & Co. | 2.24% | 6,548 | $5.4M | Add +0.1% |
| NVDA Nvidia Corp. | 2.11% | 46,919 | $5.1M | Add +0.6% |
| BSV Vanguard Short-Term Bond ETF | 2.09% | 64,421 | $5.0M | Add +26.4% |
| IVW iShares S&P 500 Growth ETF | 2.08% | 53,992 | $5.0M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.05% | 65,328 | $4.9M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 2.03% | 19,988 | $4.9M | Add +3.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.92% | 88,294 | $4.6M | Add +12.9% |
| IVE iShares S&P 500 Value ETF | 1.87% | 23,671 | $4.5M | Reduce -0.9% |
| IWP iShares Russell Mid-Cap Grow | 1.85% | 38,044 | $4.5M | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 1.78% | 34,154 | $4.3M | Reduce -3.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.77% | 100,128 | $4.3M | Add +3.2% |
| EFA iShares MSCI Eafe ETF | 1.62% | 47,812 | $3.9M | Reduce -2.3% |
| ABBV Abbvie Inc. | 1.49% | 17,193 | $3.6M | Reduce -0.0% |
| USMV iShares MSCI USA Min Vol Fac | 1.41% | 36,267 | $3.4M | Reduce -15.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 5,786 | $3.1M | Reduce -0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.27% | 38,827 | $3.1M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.22% | 5,224 | $2.9M | Reduce -6.4% |
| MUB iShares National Muni Bond E | 1.07% | 24,387 | $2.6M | Reduce -5.5% |
| VSS Vanguard Ftse All Wo X-US SC | 1.05% | 21,883 | $2.5M | Add +2.5% |
| IWN iShares Russell 2000 Value E | 1.02% | 16,317 | $2.5M | Reduce -2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.01% | 9,449 | $2.4M | Reduce -3.5% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.98% | 126,908 | $2.4M | Reduce -7.5% |
| AEP American Electric Power | 0.97% | 21,327 | $2.3M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.96% | 16,632 | $2.3M | Add +0.0% |
| IAGG iShares Intl Aggregate Bond | 0.96% | 46,420 | $2.3M | Add +5.6% |
| ADP Automatic Data Processing | 0.94% | 7,405 | $2.3M | Add +0.2% |
| IWO iShares Russell 2000 Growth | 0.89% | 8,401 | $2.1M | Reduce -3.2% |
| SDY SS SPDR S&P Dividend ETF | 0.87% | 15,509 | $2.1M | No change |
| WMT Walmart Inc. | 0.84% | 22,981 | $2.0M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.82% | 2,098 | $2.0M | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.80% | 16,265 | $1.9M | Add +4.2% |
| MCD McDonald's Corp. | 0.79% | 6,103 | $1.9M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.78% | 32,077 | $1.9M | Add +8.4% |
| VNQ Vanguard Real Estate ETF | 0.77% | 20,464 | $1.9M | Add +0.0% |
| VIGI Vanguard Int Div App Indx FD | 0.73% | 21,263 | $1.8M | No change |
| PEP Pepsico Inc. | 0.71% | 11,343 | $1.7M | Add +2.9% |
| HD Home Depot Inc. | 0.70% | 4,595 | $1.7M | Add +4.4% |
| V Visa Inc. Class A | 0.69% | 4,730 | $1.7M | Reduce -8.0% |
| PG The Procter & Gamble Co. | 0.63% | 8,945 | $1.5M | Reduce -3.4% |
| HDEF Xtrackers MSCI Eafe High Div | 0.63% | 56,077 | $1.5M | Add +2.9% |
| GLD SPDR Gold Shares | 0.63% | 5,258 | $1.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 6,691 | $1.5M | Reduce -9.4% |
| AMZN Amazon.com Inc. | 0.61% | 7,699 | $1.5M | Add +17.3% |
| CVX Chevron Corp. | 0.58% | 8,424 | $1.4M | Add +0.4% |
| DGRO iShares Core Dividend Growth | 0.57% | 22,261 | $1.4M | Reduce -11.3% |
| SLV iShares Silver Trust | 0.55% | 42,900 | $1.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 2,627 | $1.2M | Add +16.6% |
| CAT Caterpillar Inc. | 0.50% | 3,685 | $1.2M | Add +7.6% |
| GOOG Alphabet Inc. Class C | 0.49% | 7,618 | $1.2M | Add +7.7% |
| XMPT Vaneck Cef Muni Income ETF | 0.47% | 52,511 | $1.1M | Add +2.3% |
| KO The Coca-Cola Co. | 0.44% | 14,747 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.43% | 6,275 | $1.0M | Add +0.2% |
| HBAN Huntington Bancshares Inc. | 0.40% | 64,641 | $970K | Reduce -2.5% |
| LMT Lockheed Martin Corp. | 0.39% | 2,092 | $934K | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.39% | 1,776 | $930K | Reduce -34.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 3,732 | $928K | Reduce -5.6% |
| IBIT iShares Bitcoin Trust ETF | 0.38% | 19,719 | $923K | Add +41.0% |
| GOOGL Alphabet Inc. Class A | 0.38% | 5,874 | $908K | Add +9.2% |
| CSCO Cisco Systems Inc. | 0.37% | 14,638 | $903K | Reduce -4.9% |
| BMY Bristol-Myers Squibb Co. | 0.37% | 14,438 | $881K | Add +0.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.36% | 18,269 | $870K | Reduce -5.6% |
| VZ Verizon Communications Inc. | 0.35% | 18,752 | $851K | Reduce -4.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.35% | 10,916 | $851K | Reduce -30.6% |
| XLE SS Energy Select Sector | 0.35% | 9,053 | $846K | Add +0.1% |
| XLF SS Financial Select Sector | 0.34% | 16,514 | $823K | No change |
| SDVY First Trust Smid Cap Rising | 0.33% | 24,014 | $804K | Add +0.1% |
| HDV iShares Core High Dividend E | 0.33% | 6,584 | $797K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 7,982 | $788K | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.32% | 3,812 | $760K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.31% | 5,643 | $749K | Reduce -6.0% |
| XLI SS Industrial Select Sector | 0.30% | 5,610 | $735K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,283 | $718K | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 1,388 | $690K | Add +7.0% |
| HYD Vaneck High Yield Muni ETF | 0.28% | 13,213 | $676K | Reduce -4.9% |
| XLB SS Materials Select Sector | 0.28% | 7,725 | $664K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 988 | $655K | Reduce -0.9% |
| ENB Enbridge Inc. | 0.26% | 14,044 | $622K | Reduce -7.4% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 7,347 | $620K | Add +24.2% |
| GILD Gilead Sciences Inc. | 0.24% | 5,261 | $590K | Reduce -8.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 1,670 | $589K | Add +2.7% |
| GD General Dynamics Corp. | 0.23% | 2,076 | $566K | Reduce -9.4% |
| ISRG Intuitive Surgical Inc. | 0.22% | 1,094 | $542K | Reduce -1.5% |
| NOC Northrop Grumman Corp. | 0.22% | 1,047 | $536K | No change |
| DNP DNP Select Income Fund Inc. | 0.22% | 53,725 | $531K | Add +1.1% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 6,436 | $526K | Add +2.2% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 3,030 | $525K | No change |
| ADBE Adobe Inc. | 0.22% | 1,358 | $521K | Add +13.4% |
| VONV Vanguard Russell 1000 Value | 0.22% | 6,309 | $521K | Add +1.3% |
| BKLN Invesco Senior Loan ETF | 0.21% | 24,806 | $513K | New |
| YUM Yum! Brands Inc. | 0.21% | 3,232 | $509K | Add +0.0% |
| PFE Pfizer Inc. | 0.21% | 19,630 | $497K | Reduce -4.8% |
| MRK Merck & Co. Inc. | 0.19% | 5,189 | $466K | Add +10.1% |
| DVY iShares Select Dividend ETF | 0.19% | 3,461 | $465K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| IWF iShares Russell 1000 Growth | Reduce -2.6% | 5.31% | −0.71 |
| MSFT Microsoft Corp. | Reduce -0.0% | 3.53% | −0.41 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.2% | 2.08% | −0.21 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.5% | 1.85% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -34.1% | 0.39% | −0.18 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -15.6% | 1.41% | −0.16 |
| IWO iShares Russell 2000 Growth | Reduce -3.2% | 0.89% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -6.4% | 1.22% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.4% | 0.62% | −0.12 |
| IWN iShares Russell 2000 Value E | Reduce -2.7% | 1.02% | −0.11 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.7% | 1.78% | −0.11 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -30.6% | 0.35% | −0.11 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.10 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.09 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.09 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.09 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -7.5% | 0.98% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -5.5% | 1.07% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -11.3% | 0.57% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.5% | 1.01% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -32.6% | 0.08% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -28.3% | 0.13% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -3.3% | 0.32% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -2.5% | 0.40% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.33% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.39% | −0.03 |
| ADI Analog Devices Inc. | Reduce -14.7% | 0.13% | −0.03 |
| INDA iShares MSCI India ETF | Reduce -16.3% | 0.12% | −0.03 |
| PFE Pfizer Inc. | Reduce -4.8% | 0.21% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.6% | 0.36% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Reduce -4.9% | 0.28% | −0.02 |
| AMG Affiliated Managers Group | Reduce -3.8% | 0.11% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.5% | 0.22% | −0.01 |
| GD General Dynamics Corp. | Reduce -9.4% | 0.23% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.9% | 0.27% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.63% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.9% | 1.87% | −0.01 |
| ENB Enbridge Inc. | Reduce -7.4% | 0.26% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -4.0% | 0.12% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -4.9% | 0.37% | −0.00 |
| T AT&T Inc. | Reduce -17.9% | 0.12% | +0.00 |
| SBUX Starbucks Corp. | Reduce -2.3% | 0.16% | +0.01 |
| INTC Intel Corp. | Reduce -1.0% | 0.13% | +0.01 |
| V Visa Inc. Class A | Reduce -8.0% | 0.69% | +0.02 |
| GILD Gilead Sciences Inc. | Reduce -8.5% | 0.24% | +0.03 |
| IBM Intl Business Machines Corp. | Reduce -5.6% | 0.38% | +0.03 |
| VZ Verizon Communications Inc. | Reduce -4.4% | 0.35% | +0.03 |
| ABT Abbott Laboratories | Reduce -6.0% | 0.31% | +0.03 |
| IWD iShares Russell 1000 Value E | Reduce -1.4% | 4.34% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 4.27% | +0.49 |
| BSV Vanguard Short-Term Bond ETF | Add +26.4% | 2.09% | +0.47 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +12.9% | 1.92% | +0.25 |
| BKLN Invesco Senior Loan ETF | New | 0.21% | +0.21 |
| LLY Eli Lilly & Co. | Add +0.1% | 2.24% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 2.68% | +0.14 |
| VST Vistra Corp. | New | 0.12% | +0.12 |
| CAVA Cava Group Inc. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 2.03% | +0.12 |
| PANW Palo Alto Networks Inc. | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | Add +4.2% | 0.80% | +0.11 |
| HDEF Xtrackers MSCI Eafe High Div | Add +2.9% | 0.63% | +0.09 |
| CVX Chevron Corp. | Add +0.4% | 0.58% | +0.08 |
| MCK McKesson Corp. | New | 0.08% | +0.08 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +41.0% | 0.38% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +24.2% | 0.26% | +0.07 |
| MCD McDonald's Corp. | Add +0.4% | 0.79% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +3.2% | 1.77% | +0.06 |
| COST Costco Wholesale Corp. | Add +3.8% | 0.82% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.1% | 1.27% | +0.06 |
| JNJ Johnson & Johnson | Add +0.2% | 0.43% | +0.06 |
| IAGG iShares Intl Aggregate Bond | Add +5.6% | 0.96% | +0.06 |
| ADP Automatic Data Processing | Add +0.2% | 0.94% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +2.5% | 1.05% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.6% | 0.51% | +0.04 |
| YUM Yum! Brands Inc. | Add +0.0% | 0.21% | +0.03 |
| XLE SS Energy Select Sector | Add +0.1% | 0.35% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +0.4% | 0.37% | +0.03 |
| DNP DNP Select Income Fund Inc. | Add +1.1% | 0.22% | +0.03 |
| HDV iShares Core High Dividend E | Add +0.2% | 0.33% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +0.4% | 0.17% | +0.02 |
| GE General Electric | Add +0.1% | 0.13% | +0.02 |
| WELL Welltower Inc. | Add +0.3% | 0.10% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.77% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +8.4% | 0.78% | +0.02 |
| XMPT Vaneck Cef Muni Income ETF | Add +2.3% | 0.47% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.7% | 0.24% | +0.01 |
| PEP Pepsico Inc. | Add +2.9% | 0.71% | +0.01 |
| ALL Allstate Corp. | Add +0.1% | 0.19% | +0.01 |
| AMZN Amazon.com Inc. | Add +17.3% | 0.61% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +2.2% | 0.22% | +0.01 |
| NEE Nextera Energy Inc. | Add +14.3% | 0.11% | +0.01 |
| AFL Aflac Inc. | Add +0.4% | 0.16% | +0.01 |
| HON Honeywell International Inc. | Add +13.6% | 0.19% | +0.01 |
| BLK BlackRock Inc. | Add +15.2% | 0.17% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.3% | 0.15% | +0.01 |
| META Meta Platforms Inc. Class A | Add +13.8% | 0.10% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +7.0% | 0.29% | +0.01 |
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 |