Investment Partners, LTD.

Name: INVESTMENT PARTNERS, LTD. 13F holdings, Q2 2026
Creator: INVESTMENT PARTNERS, LTD.
Published: 2026-08-04

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Investment Partners, LTD. reported 167 stock positions worth $319.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 6.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.4%) and iShares Russell 1000 Value E (IWD, 4.3%). Compared with Q1 2026, it opened 14 new positions, added to 99 and reduced 36. The biggest buy was Micron Technology (MU, shares +0%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F: Q2 2026
Location: NEW PHILADELPHIA, OH
CIK: 0001050068
Portfolio Value: $319.9M (Q2 2026)
SEC Filing: 0001050068-26-000003 ↗ filed Aug 4, 2026

Holdings Value

Holdings 167 stocks · $319.9M


VEA Vanguard Ftse Developed ETF	6.49%	291,283	$20.8M	Add +4.9%
IWF iShares Russell 1000 Growth	5.38%	138,513	$17.2M	Reduce -0.3%
IWD iShares Russell 1000 Value E	4.31%	56,939	$13.8M	Add +0.3%
AAPL Apple Inc.	3.21%	35,469	$10.3M	Add +0.5%
VWO Vanguard Ftse Emerging Marke	2.99%	160,300	$9.6M	Add +3.4%
NVDA Nvidia Corp.	2.90%	46,367	$9.3M	Add +0.2%
BSV Vanguard Short-Term Bond ETF	2.51%	103,194	$8.0M	Add +11.8%
IVW iShares S&P 500 Growth ETF	2.37%	55,092	$7.6M	Add +0.2%
MSFT Microsoft Corp.	2.31%	19,817	$7.4M	Reduce -2.0%
IGSB iShares 1-5Y Inv Grade Corp.	2.22%	135,771	$7.1M	Add +13.4%
LLY Eli Lilly & Co.	2.13%	5,687	$6.8M	Reduce -1.3%
VIG Vanguard Dividend Apprec ETF	2.11%	28,464	$6.7M	Reduce -6.4%
IWP iShares Russell Mid-Cap Grow	2.03%	44,284	$6.5M	Add +2.8%
IWS iShares Russell Mid-Cap Valu	1.99%	38,732	$6.4M	Add +2.9%
IEFA iShares Core MSCI Eafe ETF	1.83%	60,686	$5.9M	Reduce -0.4%
JPM JPMorgan Chase & Co.	1.79%	17,484	$5.7M	Add +1.1%
IVE iShares S&P 500 Value ETF	1.74%	24,487	$5.6M	Add +0.4%
SHYG iShares 0-5 YR HY Corp. Bond	1.70%	128,135	$5.4M	Add +11.1%
MU Micron Technology Inc.	1.60%	4,447	$5.1M	Add +0.4%
EFA iShares MSCI Eafe ETF	1.35%	41,681	$4.3M	No change
IWN iShares Russell 2000 Value E	1.22%	17,594	$3.9M	Add +2.3%
IAGG iShares Intl Aggregate Bond	1.21%	76,384	$3.9M	Add +13.9%
IVV iShares Core S&P 500 ETF	1.17%	4,984	$3.7M	Reduce -0.6%
CAT Caterpillar Inc.	1.13%	3,406	$3.6M	Reduce -0.9%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.10%	77,396	$3.5M	Reduce -1.1%
IWO iShares Russell 2000 Growth	1.09%	8,878	$3.5M	Add +2.5%
USMV iShares MSCI USA Min Vol Fac	0.94%	31,191	$3.0M	Add +0.1%
MUB iShares National Muni Bond E	0.92%	27,477	$3.0M	Add +21.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.90%	35,846	$2.9M	Reduce -3.4%
GOOG Alphabet Inc. Class C	0.90%	8,109	$2.9M	Add +1.2%
BRK.B Berkshire Hathaway Inc. Class B	0.81%	5,180	$2.6M	Add +0.7%
QQQ Invesco QQQ Trust Series 1	0.79%	3,421	$2.5M	Add +1.6%
AEP American Electric Power	0.76%	17,792	$2.4M	Reduce -1.4%
GOOGL Alphabet Inc. Class A	0.75%	6,678	$2.4M	Add +1.1%
SPDW Ste STR SPDR PT DW Eu ETF	0.74%	46,998	$2.4M	Add +2.4%
SDY SS SPDR S&P Dividend ETF	0.74%	15,509	$2.4M	No change
SLV iShares Silver Trust	0.73%	43,665	$2.3M	Add +0.1%
ORCL Oracle Corp.	0.70%	15,372	$2.3M	Add +0.4%
XOM Exxon Mobil Corp.	0.66%	15,459	$2.1M	Reduce -1.0%
IJH iShares Core S&P Midcap ETF	0.65%	26,853	$2.1M	Reduce -2.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.63%	1,013	$2.0M	Add +4.3%
VB Vanguard Most SM-Cap ETF-Usd	0.62%	6,586	$2.0M	Reduce -0.4%
VIGI Vanguard Int Div App Indx FD	0.62%	21,263	$2.0M	No change
VNQ Vanguard Real Estate ETF	0.62%	20,471	$2.0M	Add +0.0%
COST Costco Wholesale Corp.	0.61%	2,098	$2.0M	Add +0.4%
GLD SPDR Gold Shares	0.60%	5,222	$1.9M	No change
WMT Walmart Inc.	0.60%	16,924	$1.9M	Reduce -9.2%
PREF Pri Spe Pre Sec Acti-Usd Inc.	0.59%	99,063	$1.9M	Reduce -0.5%
XMPT Vaneck Cef Muni Income ETF	0.54%	77,125	$1.7M	Reduce -0.3%
HDEF Xtrackers MSCI Eafe High Div	0.52%	51,942	$1.7M	Reduce -0.2%
ADP Automatic Data Processing	0.49%	6,980	$1.6M	Add +0.2%
CSCO Cisco Systems Inc.	0.48%	12,978	$1.5M	Add +0.3%
PEP Pepsico Inc.	0.47%	11,208	$1.5M	Add +1.2%
ABBV Abbvie Inc.	0.47%	5,997	$1.5M	Add +0.4%
HD Home Depot Inc.	0.47%	4,271	$1.5M	Add +1.8%
AMZN Amazon.com Inc.	0.47%	6,267	$1.5M	Reduce -2.0%
MCD McDonald's Corp.	0.47%	5,510	$1.5M	Add +0.2%
TSM Taiwan Semiconductor-SP ADR	0.45%	3,044	$1.5M	Add +0.8%
IBIT iShares Bitcoin Trust ETF	0.44%	42,162	$1.4M	No change
CRWD CrowdStrike Holdings Inc. Class A	0.41%	1,731	$1.3M	Reduce -4.7%
VONV Vanguard Russell 1000 Value	0.39%	11,872	$1.3M	Add +24.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.39%	1,682	$1.3M	Add +4.4%
JNJ Johnson & Johnson	0.39%	4,867	$1.2M	Add +4.6%
INTC Intel Corp.	0.38%	8,795	$1.2M	Reduce -15.5%
PG The Procter & Gamble Co.	0.38%	8,324	$1.2M	Add +4.0%
CVX Chevron Corp.	0.38%	7,245	$1.2M	Add +2.5%
DGRO iShares Core Dividend Growth	0.37%	15,574	$1.2M	Reduce -0.7%
IWM iShares Russell 2000 ETF	0.35%	3,724	$1.1M	Add +0.0%
KO The Coca-Cola Co.	0.34%	13,527	$1.1M	Add +3.4%
V Visa Inc. Class A	0.33%	3,105	$1.1M	Add +5.4%
SDVY First Trust Smid Cap Rising	0.33%	24,366	$1.1M	Add +1.0%
XLI SS Industrial Select Sector	0.32%	5,513	$1.0M	Add +1.3%
HBAN Huntington Bancshares Inc.	0.30%	54,559	$967K	Reduce -9.2%
PLTR Palantir Technologies Inc. Class A	0.30%	8,287	$967K	Add +5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.30%	3,408	$958K	Reduce -0.6%
DNP DNP Select Income Fund Inc.	0.28%	83,420	$900K	Add +0.7%
XLE SS Energy Select Sector	0.27%	16,401	$871K	Add +1.1%
SUB iShares Short-Term National	0.27%	8,097	$862K	Add +18.9%
XLF SS Financial Select Sector	0.26%	15,799	$847K	Add +1.5%
EFAV iShares MSCI Eafe Min Vol Fa	0.26%	9,617	$844K	Add +0.1%
VSS Vanguard Ftse All Wo X-US SC	0.26%	5,293	$817K	Reduce -2.8%
GS Goldman Sachs Group Inc.	0.25%	783	$792K	Add +3.7%
KLAC KLA Corp.	0.24%	2,500	$754K	No change
TSLA Tesla Inc.	0.24%	1,793	$754K	Add +0.8%
LMT Lockheed Martin Corp.	0.23%	1,474	$751K	Add +0.5%
VONG Vanguard Russell 1000 Growth	0.23%	5,654	$723K	Add +49.4%
BMY Bristol-Myers Squibb Co.	0.23%	12,497	$720K	Add +0.3%
TMO Thermo Fisher Scientific Inc.	0.22%	1,419	$711K	Add +2.2%
XLB SS Materials Select Sector	0.21%	13,299	$676K	Add +8.9%
ETN Eaton Corp. PLC	0.21%	1,584	$675K	Add +9.8%
HDV iShares Core High Dividend E	0.21%	24,516	$672K	No change
VRT Vertiv Holdings Co. Class A	0.21%	2,006	$672K	Add +0.1%
VZ Verizon Communications Inc.	0.21%	15,832	$670K	Add +0.5%
MRK Merck & Co. Inc.	0.20%	5,098	$655K	Add +2.4%
GD General Dynamics Corp.	0.20%	1,842	$653K	Reduce -7.3%
ETHA iShares Ethereum Trust ETF	0.20%	54,425	$647K	No change
RSP Invesco S&P 500 Equal Weight	0.20%	3,031	$645K	No change
GE General Electric filed as GE AEROSPACE	0.20%	1,724	$644K	Add +1.6%
VTI VG Morningstar TS MKT ETF-US	0.20%	1,724	$638K	Add +0.3%
ENB Enbridge Inc.	0.20%	11,721	$635K	Add +0.6%
ABT Abbott Laboratories	0.20%	6,922	$628K	Add +1.1%
HYD Vaneck High Yield Muni ETF	0.19%	11,798	$608K	Reduce -13.6%
CAVA Cava Group Inc.	0.19%	7,592	$596K	Add +11.7%
ADI Analog Devices Inc.	0.18%	1,421	$564K	Reduce -3.2%
NOC Northrop Grumman Corp.	0.17%	1,098	$559K	Reduce -12.9%
PANW Palo Alto Networks Inc.	0.17%	1,618	$552K	Add +0.9%
ISRG Intuitive Surgical Inc.	0.17%	1,386	$551K	Add +17.2%
ARTY iShares Future AI & Tech ETF	0.17%	7,233	$551K	Add +22.1%
DVY iShares Select Dividend ETF	0.17%	3,510	$549K	Add +0.9%
AOM iShares Core 40/60 Moderate	0.17%	10,606	$529K	Add +0.6%
XLP SS Consumer Staples Sel Sect	0.16%	6,300	$523K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.16%	6,065	$522K	Add +14.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.16%	5,318	$512K	Add +3.0%
PRK Park National Corp.	0.16%	2,780	$509K	No change
CINF Cincinnati Financial Corp.	0.16%	2,729	$505K	Add +0.3%
PAVE Global X US Infrastructure	0.15%	8,402	$495K	Add +30.6%
ALL Allstate Corp.	0.15%	2,071	$493K	Add +0.1%
GILD Gilead Sciences Inc.	0.15%	3,873	$489K	Reduce -17.0%
MS Morgan Stanley	0.14%	2,209	$462K	Add +6.4%
BKLN Invesco Senior Loan ETF	0.14%	22,297	$454K	Add +0.9%
AMG Affiliated Managers Group	0.14%	1,333	$451K	Add +0.8%
LEU Centrus Energy Corp. Class A	0.14%	2,602	$437K	New
AMAT Applied Materials Inc.	0.13%	589	$426K	New
BAC Bank of America Corp.	0.13%	7,476	$426K	Add +6.9%
BLK BlackRock Inc.	0.13%	440	$423K	Add +5.0%
GEV GE Vernova Inc.	0.13%	358	$421K	Reduce -0.3%
SHV iShares 0-1 Year Treasury Bo	0.13%	3,627	$400K	No change
PFE Pfizer Inc.	0.12%	16,183	$390K	Add +0.7%
NEE Nextera Energy Inc.	0.12%	4,374	$384K	Reduce -15.5%
SPLV Invesco S&P 500 Low Volatili	0.12%	4,924	$369K	Reduce -2.3%
VST Vistra Corp.	0.11%	2,285	$362K	Reduce -15.1%
CL Colgate-Palmolive Co.	0.11%	3,923	$360K	Add +0.3%
BA The Boeing Co.	0.11%	1,659	$359K	No change
DLR Digital Realty Trust Inc.	0.11%	1,999	$359K	Add +6.1%
AMLP Alerian MLP ETF	0.11%	6,502	$337K	Add +22.2%
META Meta Platforms Inc. Class A	0.10%	591	$333K	Add +2.8%
DELL Dell Technologies -C	0.10%	708	$306K	New
MDY State Street SPDR S&P Midcap	0.09%	424	$298K	No change
ROK Rockwell Automation Inc.	0.09%	601	$298K	New
IJR iShares Core S&P Small-Cap E	0.09%	1,966	$292K	Add +6.5%
YUM Yum! Brands Inc.	0.09%	1,820	$291K	Add +0.3%
T AT&T Inc.	0.09%	13,547	$280K	Add +0.1%
LHX L3HARRIS Technologies Inc.	0.09%	962	$280K	Add +16.5%
MRSH Marsh & McLennan Cos	0.09%	1,658	$276K	No change
AMGN Amgen Inc.	0.08%	734	$266K	Add +11.4%
PSX Phillips 66	0.08%	1,554	$263K	Add +0.2%
MPC Marathon Petroleum Corp.	0.08%	1,004	$257K	No change
HON Honeywell International Inc.	0.08%	1,142	$256K	Add +3.5%
HONA Honeywell Aerospace Inc.	0.08%	1,142	$252K	Add +3.5%
XBI SS SPDR S&P Biotech ETF	0.08%	1,591	$252K	New
SOXX iShares Semiconductor ETF	0.08%	389	$249K	New
INDA iShares MSCI India ETF	0.08%	4,938	$244K	No change
USB US Bancorp	0.07%	3,919	$237K	New
VOO Vanguard S&P 500 ETF	0.07%	343	$236K	New
CAH Cardinal Health Inc.	0.07%	961	$228K	Add +0.1%
J Jacobs Solutions Inc.	0.07%	1,808	$228K	Reduce -3.0%
BIDD iShares International Divide	0.07%	7,559	$227K	Add +0.9%
NUE Nucor Corp.	0.07%	1,004	$224K	New
BCTK Baron Technology ETF	0.07%	6,821	$222K	New
SHLD Global X Defense Tech ETF	0.07%	3,562	$213K	New
UNH Unitedhealth Group Inc.	0.07%	503	$209K	New
IBB iShares Biotechnology ETF	0.06%	1,090	$207K	New
WFC Wells Fargo & Co.	0.06%	2,490	$206K	Reduce -13.6%
VTWO Vanguard Russell 2000 ETF	0.06%	1,694	$206K	New
AFL Aflac Inc.	0.06%	1,730	$203K	Reduce -15.0%
FMNB Farmers Natl Banc Corp.	0.05%	10,645	$155K	Add +0.9%
PFLT Pennantpark Floating Rate Ca	0.02%	10,000	$75K	No change

Portfolio Sells Q1 2026 → Q2 2026


MSFT Microsoft Corp.	Reduce -2.0%	2.31%	−0.35
XOM Exxon Mobil Corp.	Reduce -1.0%	0.66%	−0.28
WMT Walmart Inc.	Reduce -9.2%	0.60%	−0.22
VIG Vanguard Dividend Apprec ETF	Reduce -6.4%	2.11%	−0.22
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -1.1%	1.10%	−0.18
NOC Northrop Grumman Corp.	Reduce -12.9%	0.17%	−0.13
IEFA iShares Core MSCI Eafe ETF	Reduce -0.4%	1.83%	−0.13
AEP American Electric Power	Reduce -1.4%	0.76%	−0.08
GILD Gilead Sciences Inc.	Reduce -17.0%	0.15%	−0.08
HDEF Xtrackers MSCI Eafe High Div	Reduce -0.2%	0.52%	−0.08
PREF Pri Spe Pre Sec Acti-Usd Inc.	Reduce -0.5%	0.59%	−0.08
HYD Vaneck High Yield Muni ETF	Reduce -13.6%	0.19%	−0.05
XMPT Vaneck Cef Muni Income ETF	Reduce -0.3%	0.54%	−0.05
NEE Nextera Energy Inc.	Reduce -15.5%	0.12%	−0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -3.4%	0.90%	−0.05
GD General Dynamics Corp.	Reduce -7.3%	0.20%	−0.04
HBAN Huntington Bancshares Inc.	Reduce -9.2%	0.30%	−0.03
VST Vistra Corp.	Reduce -15.1%	0.11%	−0.03
VSS Vanguard Ftse All Wo X-US SC	Reduce -2.8%	0.26%	−0.03
DGRO iShares Core Dividend Growth	Reduce -0.7%	0.37%	−0.02
WFC Wells Fargo & Co.	Reduce -13.6%	0.06%	−0.02
AFL Aflac Inc.	Reduce -15.0%	0.06%	−0.02
SPLV Invesco S&P 500 Low Volatili	Reduce -2.3%	0.12%	−0.02
IJH iShares Core S&P Midcap ETF	Reduce -2.4%	0.65%	−0.01
J Jacobs Solutions Inc.	Reduce -3.0%	0.07%	−0.01
AMZN Amazon.com Inc.	Reduce -2.0%	0.47%	−0.01
IVV iShares Core S&P 500 ETF	Reduce -0.6%	1.17%	+0.00
IBM Intl Business Machines Corp.	Reduce -0.6%	0.30%	+0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -0.4%	0.62%	+0.01
ADI Analog Devices Inc.	Reduce -3.2%	0.18%	+0.01
GEV GE Vernova Inc.	Reduce -0.3%	0.13%	+0.02
IWF iShares Russell 1000 Growth	Reduce -0.3%	5.38%	+0.11
CRWD CrowdStrike Holdings Inc. Class A	Reduce -4.7%	0.41%	+0.16
INTC Intel Corp.	Reduce -15.5%	0.38%	+0.22
LLY Eli Lilly & Co.	Reduce -1.3%	2.13%	+0.25
CAT Caterpillar Inc.	Reduce -0.9%	1.13%	+0.27

Portfolio Buys Q1 2026 → Q2 2026


MU Micron Technology Inc.	Add +0.4%	1.60%	+1.07
ASML ASML Holding NV-NY Reg SHS	Add +4.3%	0.63%	+0.17
VEA Vanguard Ftse Developed ETF	Add +4.9%	6.49%	+0.16
IVW iShares S&P 500 Growth ETF	Add +0.2%	2.37%	+0.15
LEU Centrus Energy Corp. Class A	New	0.14%	+0.14
AMAT Applied Materials Inc.	New	0.13%	+0.13
IWO iShares Russell 2000 Growth	Add +2.5%	1.09%	+0.13
CSCO Cisco Systems Inc.	Add +0.3%	0.48%	+0.12
QQQ Invesco QQQ Trust Series 1	Add +1.6%	0.79%	+0.10
DELL Dell Technologies -C	New	0.10%	+0.10
ROK Rockwell Automation Inc.	New	0.09%	+0.09
TSM Taiwan Semiconductor-SP ADR	Add +0.8%	0.45%	+0.09
PANW Palo Alto Networks Inc.	Add +0.9%	0.17%	+0.08
XBI SS SPDR S&P Biotech ETF	New	0.08%	+0.08
VONG Vanguard Russell 1000 Growth	Add +49.4%	0.23%	+0.08
SOXX iShares Semiconductor ETF	New	0.08%	+0.08
GOOG Alphabet Inc. Class C	Add +1.2%	0.90%	+0.08
VONV Vanguard Russell 1000 Value	Add +24.9%	0.39%	+0.08
ARTY iShares Future AI & Tech ETF	Add +22.1%	0.17%	+0.07
USB US Bancorp	New	0.07%	+0.07
VOO Vanguard S&P 500 ETF	New	0.07%	+0.07
GOOGL Alphabet Inc. Class A	Add +1.1%	0.75%	+0.07
NUE Nucor Corp.	New	0.07%	+0.07
BCTK Baron Technology ETF	New	0.07%	+0.07
MUB iShares National Muni Bond E	Add +21.0%	0.92%	+0.07
SHLD Global X Defense Tech ETF	New	0.07%	+0.07
UNH Unitedhealth Group Inc.	New	0.07%	+0.07
IBB iShares Biotechnology ETF	New	0.06%	+0.06
VTWO Vanguard Russell 2000 ETF	New	0.06%	+0.06
IWP iShares Russell Mid-Cap Grow	Add +2.8%	2.03%	+0.06
IWN iShares Russell 2000 Value E	Add +2.3%	1.22%	+0.06
IWS iShares Russell Mid-Cap Valu	Add +2.9%	1.99%	+0.04
PAVE Global X US Infrastructure	Add +30.6%	0.15%	+0.04
VRT Vertiv Holdings Co. Class A	Add +0.1%	0.21%	+0.03
GE General Electric	Add +1.6%	0.20%	+0.03
NVDA Nvidia Corp.	Add +0.2%	2.90%	+0.03
ETN Eaton Corp. PLC	Add +9.8%	0.21%	+0.03
VUG Vanguard Mrngstar GR ETF-Sui	Add +14.0%	0.16%	+0.03
MS Morgan Stanley	Add +6.4%	0.14%	+0.02
AAPL Apple Inc.	Add +0.5%	3.21%	+0.02
IWM iShares Russell 2000 ETF	Add +0.0%	0.35%	+0.02
GS Goldman Sachs Group Inc.	Add +3.7%	0.25%	+0.02
SPY SS SPDR S&P 500 ETF Trust-US	Add +4.4%	0.39%	+0.02
V Visa Inc. Class A	Add +5.4%	0.33%	+0.02
IAGG iShares Intl Aggregate Bond	Add +13.9%	1.21%	+0.01
BAC Bank of America Corp.	Add +6.9%	0.13%	+0.01
SUB iShares Short-Term National	Add +18.9%	0.27%	+0.01
AMG Affiliated Managers Group	Add +0.8%	0.14%	+0.01
ABBV Abbvie Inc.	Add +0.4%	0.47%	+0.01
IJR iShares Core S&P Small-Cap E	Add +6.5%	0.09%	+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