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

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 Q3 2024 Q4 2024: $242.8M Q4 2024 Q1 2025: $241.2M $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 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%
GS Goldman Sachs Group Inc. 0.19% 849 $464K Add +2.2%
SPYV SS SPDR P S&P 500 Value ETF 0.19% 9,002 $460K No change
ALL Allstate Corp. 0.19% 2,215 $459K Add +0.1%
TSM Taiwan Semiconductor-SP ADR 0.19% 2,748 $456K No change
TSLA Tesla Inc. 0.19% 1,758 $456K Add +6.0%
HON Honeywell International Inc. 0.19% 2,144 $454K Add +13.6%
CINF Cincinnati Financial Corp. 0.18% 2,983 $441K Add +0.3%
PRK Park National Corp. 0.17% 2,780 $421K No change
AOM iShares Core 40/60 Moderate 0.17% 9,497 $417K No change
MRSH Marsh & McLennan Cos 0.17% 1,690 $412K Add +0.4%
BLK BlackRock Inc. 0.17% 424 $402K Add +15.2%
SHV iShares 0-1 Year Treasury Bo 0.17% 3,627 $401K No change
SBUX Starbucks Corp. 0.16% 4,055 $398K Reduce -2.3%
AFL Aflac Inc. 0.16% 3,482 $387K Add +0.4%
SPLV Invesco S&P 500 Low Volatili 0.15% 4,975 $372K Add +0.3%
LOW Lowe's Cos Inc. 0.15% 1,559 $364K Add +0.3%
CL Colgate-Palmolive Co. 0.15% 3,861 $362K Add +0.3%
KOF Coca-Cola Femsa Sab-SP ADR 0.14% 3,674 $335K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 7,607 $317K Add +3.2%
INTC Intel Corp. 0.13% 13,912 $316K Reduce -1.0%
IGIB iShares 5-10Y Inv Grade Corp. 0.13% 6,000 $315K Reduce -28.3%
GE General Electric filed as GE AEROSPACE 0.13% 1,571 $314K Add +0.1%
ADI Analog Devices Inc. 0.13% 1,498 $302K Reduce -14.7%
PRU Prudential Financial Inc. 0.13% 2,704 $302K Add +0.8%
VST Vistra Corp. 0.12% 2,550 $299K New
CMCSA Comcast Corp. Class A 0.12% 8,081 $298K Reduce -4.0%
INDA iShares MSCI India ETF 0.12% 5,765 $297K Reduce -16.3%
CAVA Cava Group Inc. 0.12% 3,428 $296K New
T AT&T Inc. 0.12% 10,107 $286K Reduce -17.9%
BA The Boeing Co. 0.12% 1,659 $283K No change
GIS General Mills Inc. 0.12% 4,704 $281K Add +0.5%
PANW Palo Alto Networks Inc. 0.12% 1,643 $280K New
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 751 $279K No change
NEE Nextera Energy Inc. 0.11% 3,858 $274K Add +14.3%
MU Micron Technology Inc. 0.11% 3,072 $267K New
TEAM Atlassian Corp. Class A 0.11% 1,218 $258K No change
AMG Affiliated Managers Group 0.11% 1,525 $256K Reduce -3.8%
WELL Welltower Inc. 0.10% 1,607 $246K Add +0.3%
MS Morgan Stanley 0.10% 2,067 $241K Add +0.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.10% 2,980 $240K No change
META Meta Platforms Inc. Class A 0.10% 411 $237K Add +13.8%
MDY State Street SPDR S&P Midcap 0.08% 383 $204K Reduce -32.6%
MCK McKesson Corp. 0.08% 300 $202K New
SPGI S&P Global Inc. 0.08% 396 $201K New
MUA BlackRock Muniassets Fund 0.07% 14,782 $160K No change
SIF Sifco Industries 0.07% 57,541 $159K No change
PFLT Pennantpark Floating Rate Ca 0.05% 10,000 $112K No change
EU Encore Energy Corp. 0.01% 20,711 $28K No change

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

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