Investment Partners, Ltd. Top Holdings and 13F Report (2025)

About Investment Partners, Ltd.

Investment Activity

Investment Partners, Ltd. has $241.20 million in total holdings as of March 31, 2025.
Investment Partners, Ltd. owns shares of 148 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 2.85% of the portfolio was purchased this quarter.
About 2.56% of the portfolio was sold this quarter.
This quarter, Investment Partners, Ltd. has purchased 146 new stocks and bought additional shares in 67 stocks.
Investment Partners, Ltd. sold shares of 50 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $12,813,541
iShares Russell 1000 Value ETF: $10,468,375
Vanguard FTSE Developed Markets ETF: $10,294,401
Microsoft: $8,522,192
Apple: $7,672,978

Largest New Holdings this Quarter

46138G508 - Invesco Senior Loan ETF: $513,484 Holding
92840M102 - Vistra: $299,441 Holding
148929102 - CAVA Group: $296,213 Holding
697435105 - Palo Alto Networks: $280,362 Holding
595112103 - Micron Technology: $266,945 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 13,460 shares (about $1.05M)
Vanguard FTSE Developed Markets ETF: 10,792 shares (about $548.56K)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 10,066 shares (about $527.15K)
Invesco Senior Loan ETF: 24,806 shares (about $513.48K)
Vistra: 2,550 shares (about $299.44K)

Largest Sales this Quarter

iShares MSCI USA Min Vol Factor ETF: 6,679 shares (about $625.56K)
UnitedHealth Group: 919 shares (about $481.31K)
iShares MSCI EAFE Min Vol Factor ETF: 4,810 shares (about $374.79K)
iShares Russell 1000 Growth ETF: 940 shares (about $339.42K)
iShares Core MSCI EAFE ETF: 2,822 shares (about $213.48K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWF iShares Russell 1000 Growth ETF	$12,813,541	$339,422 ▼	-2.6%	35,486	5.3%	ETF
IWD iShares Russell 1000 Value ETF	$10,468,375	$149,024 ▼	-1.4%	55,635	4.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$10,294,401	$548,558 ▲	5.6%	202,526	4.3%	ETF
MSFT Microsoft	$8,522,192	$2,252 ▼	0.0%	22,702	3.5%	Computer and Technology
AAPL Apple	$7,672,978	$95,071 ▲	1.3%	34,543	3.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$6,469,988	$135,010 ▲	2.1%	142,952	2.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,868,959	$3,104 ▲	0.1%	30,254	2.4%	ETF
LLY Eli Lilly and Company	$5,407,681	$4,955 ▲	0.1%	6,548	2.2%	Medical
NVDA NVIDIA	$5,085,122	$30,238 ▲	0.6%	46,919	2.1%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$5,042,858	$1,053,645 ▲	26.4%	64,421	2.1%	ETF
IVW iShares S&P 500 Growth ETF	$5,012,111	$62,011 ▼	-1.2%	53,992	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,942,059	$213,484 ▼	-4.1%	65,328	2.0%	ETF
JPM JPMorgan Chase & Co.	$4,903,001	$140,555 ▲	3.0%	19,988	2.0%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,623,936	$527,154 ▲	12.9%	88,294	1.9%	Manufacturing
IVE iShares S&P 500 Value ETF	$4,511,246	$40,213 ▼	-0.9%	23,671	1.9%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$4,469,838	$116,316 ▼	-2.5%	38,044	1.9%	ETF
IWS iShares Russell Mid-Cap Value ETF	$4,302,374	$167,036 ▼	-3.7%	34,154	1.8%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$4,257,431	$131,301 ▲	3.2%	100,128	1.8%	ETF
EFA iShares MSCI EAFE ETF	$3,907,675	$93,417 ▼	-2.3%	47,812	1.6%	Finance
ABBV AbbVie	$3,602,324	$1,257 ▼	0.0%	17,193	1.5%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$3,396,788	$625,559 ▼	-15.6%	36,267	1.4%	ETF
BRK.B Berkshire Hathaway	$3,081,732	$19,174 ▼	-0.6%	5,786	1.3%	Finance
XLU Utilities Select Sector SPDR Fund	$3,061,521	$2,523 ▲	0.1%	38,827	1.3%	ETF
IVV iShares Core S&P 500 ETF	$2,935,302	$200,594 ▼	-6.4%	5,224	1.2%	ETF
MUB iShares National Muni Bond ETF	$2,571,365	$150,252 ▼	-5.5%	24,387	1.1%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,529,626	$61,845 ▲	2.5%	21,883	1.0%	ETF
IWN iShares Russell 2000 Value ETF	$2,463,480	$68,241 ▼	-2.7%	16,317	1.0%	ETF
VO Vanguard Mid-Cap ETF	$2,443,765	$87,933 ▼	-3.5%	9,449	1.0%	ETF
PREF Principal Spectrum Preferred Securities Active ETF	$2,373,180	$191,170 ▼	-7.5%	126,908	1.0%	ETF
AEP American Electric Power	$2,330,367	$8,086 ▼	-0.3%	21,327	1.0%	Utilities
ORCL Oracle	$2,325,382	$839 ▲	0.0%	16,632	1.0%	Computer and Technology
IAGG iShares Core International Aggregate Bond ETF	$2,320,515	$122,574 ▲	5.6%	46,420	1.0%	ETF
ADP Automatic Data Processing	$2,262,442	$5,194 ▲	0.2%	7,405	0.9%	Business Services
IWO iShares Russell 2000 Growth ETF	$2,146,643	$70,269 ▼	-3.2%	8,401	0.9%	ETF
SDY SPDR S&P Dividend ETF	$2,104,261		0.0%	15,509	0.9%	ETF
WMT Walmart	$2,017,505	$966 ▲	0.0%	22,981	0.8%	Retail/Wholesale
COST Costco Wholesale	$1,984,569	$72,837 ▲	3.8%	2,098	0.8%	Retail/Wholesale
XOM Exxon Mobil	$1,934,353	$77,897 ▲	4.2%	16,265	0.8%	Energy
MCD McDonald's	$1,906,418	$7,809 ▲	0.4%	6,103	0.8%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,871,698	$144,650 ▲	8.4%	32,077	0.8%	ETF
VNQ Vanguard Real Estate ETF	$1,852,792	$91 ▲	0.0%	20,464	0.8%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$1,763,553		0.0%	21,263	0.7%	ETF
PEP PepsiCo	$1,700,705	$48,279 ▲	2.9%	11,343	0.7%	Consumer Staples
HD Home Depot	$1,683,867	$71,459 ▲	4.4%	4,595	0.7%	Retail/Wholesale
V Visa	$1,657,643	$144,737 ▼	-8.0%	4,730	0.7%	Business Services
PG Procter & Gamble	$1,524,434	$53,854 ▼	-3.4%	8,945	0.6%	Consumer Staples
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF	$1,521,930	$42,230 ▲	2.9%	56,077	0.6%	ETF
GLD SPDR Gold Shares	$1,515,040		0.0%	5,258	0.6%	Finance
VB Vanguard Small-Cap ETF	$1,483,674	$153,445 ▼	-9.4%	6,691	0.6%	ETF
AMZN Amazon.com	$1,464,813	$215,755 ▲	17.3%	7,699	0.6%	Retail/Wholesale
CVX Chevron	$1,409,238	$5,353 ▲	0.4%	8,424	0.6%	Energy
DGRO iShares Core Dividend Growth ETF	$1,375,277	$175,948 ▼	-11.3%	22,261	0.6%	ETF
SLV iShares Silver Trust	$1,329,471		0.0%	42,900	0.6%	ETF
QQQ Invesco QQQ	$1,231,888	$174,912 ▲	16.5%	2,627	0.5%	Finance
CAT Caterpillar	$1,215,167	$85,738 ▲	7.6%	3,685	0.5%	Industrials
GOOG Alphabet	$1,190,198	$84,679 ▲	7.7%	7,618	0.5%	Computer and Technology
XMPT VanEck CEF Municipal Income ETF	$1,135,813	$25,632 ▲	2.3%	52,511	0.5%	ETF
KO Coca-Cola	$1,056,209		0.0%	14,747	0.4%	Consumer Staples
JNJ Johnson & Johnson	$1,040,698	$2,156 ▲	0.2%	6,275	0.4%	Medical
HBAN Huntington Bancshares	$970,265	$25,352 ▼	-2.5%	64,641	0.4%	Finance
LMT Lockheed Martin	$934,349	$7,593 ▼	-0.8%	2,092	0.4%	Aerospace
UNH UnitedHealth Group	$930,146	$481,309 ▼	-34.1%	1,776	0.4%	Medical
IBM International Business Machines	$928,094	$55,208 ▼	-5.6%	3,732	0.4%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$923,046	$268,642 ▲	41.1%	19,719	0.4%	SHS BEN INT
GOOGL Alphabet	$908,330	$76,854 ▲	9.2%	5,874	0.4%	Computer and Technology
CSCO Cisco Systems	$903,314	$46,838 ▼	-4.9%	14,638	0.4%	Computer and Technology
BMY Bristol-Myers Squibb	$880,591	$3,659 ▲	0.4%	14,438	0.4%	Medical
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$869,604	$51,456 ▼	-5.6%	18,269	0.4%	Finance
VZ Verizon Communications	$850,602	$38,829 ▼	-4.4%	18,752	0.4%	Computer and Technology
EFAV iShares MSCI EAFE Min Vol Factor ETF	$850,556	$374,787 ▼	-30.6%	10,916	0.4%	ETF
XLE Energy Select Sector SPDR Fund	$845,995	$561 ▲	0.1%	9,053	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$822,562		0.0%	16,514	0.3%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$804,467	$569 ▲	0.1%	24,014	0.3%	ETF
HDV iShares Core High Dividend ETF	$797,448	$1,575 ▲	0.2%	6,584	0.3%	ETF
DIS Walt Disney	$787,805	$1,579 ▼	-0.2%	7,982	0.3%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$760,473	$25,535 ▼	-3.2%	3,812	0.3%	Finance
ABT Abbott Laboratories	$748,581	$48,022 ▼	-6.0%	5,643	0.3%	Medical
XLI Industrial Select Sector SPDR Fund	$735,303		0.0%	5,610	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$717,523	$559 ▲	0.1%	1,283	0.3%	Finance
TMO Thermo Fisher Scientific	$690,463	$45,268 ▲	7.0%	1,388	0.3%	Medical
HYD VanEck High Yield Muni ETF	$676,241	$34,649 ▼	-4.9%	13,213	0.3%	ETF
XLB Materials Select Sector SPDR Fund	$664,196		0.0%	7,725	0.3%	ETF
ASML ASML	$654,970	$5,966 ▼	-0.9%	988	0.3%	Computer and Technology
ENB Enbridge	$622,300	$49,539 ▼	-7.4%	14,044	0.3%	Energy
PALANTIR TECHNOLOGIES INC	$620,087	$120,692 ▲	24.2%	7,347	0.3%	CL A
GILD Gilead Sciences	$589,544	$54,461 ▼	-8.5%	5,261	0.2%	Medical
CRWD CrowdStrike	$588,809	$15,514 ▲	2.7%	1,670	0.2%	Computer and Technology
GD General Dynamics	$565,931	$58,610 ▼	-9.4%	2,076	0.2%	Aerospace
ISRG Intuitive Surgical	$541,825	$8,420 ▼	-1.5%	1,094	0.2%	Medical
NOC Northrop Grumman	$536,092		0.0%	1,047	0.2%	Aerospace
DNP DNP Select Income Fund	$531,337	$5,875 ▲	1.1%	53,725	0.2%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$525,628	$11,107 ▲	2.2%	6,436	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$524,869		0.0%	3,030	0.2%	ETF
ADBE Adobe	$520,834	$61,748 ▲	13.5%	1,358	0.2%	Computer and Technology
VONV Vanguard Russell 1000 Value	$520,729	$6,438 ▲	1.3%	6,309	0.2%	ETF
BKLN Invesco Senior Loan ETF	$513,484	$513,484 ▲	New Holding	24,806	0.2%	ETF
YUM Yum! Brands	$508,528	$157 ▲	0.0%	3,232	0.2%	Retail/Wholesale
PFE Pfizer	$497,417	$24,985 ▼	-4.8%	19,630	0.2%	Medical
MRK Merck & Co., Inc.	$465,735	$42,813 ▲	10.1%	5,189	0.2%	Medical
DVY iShares Select Dividend ETF	$464,825	$537 ▲	0.1%	3,461	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Investment Partners, Ltd. Top Holdings and 13F Report (2025)

About Investment Partners, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Investment Partners, Ltd. Top Holdings and 13F Report (2025)

About Investment Partners, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestment Partners, Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools