Investment Partners, Ltd. Top Holdings and 13F Report (2025) About Investment Partners, Ltd.Investment ActivityInvestment Partners, Ltd. has $319.94 million in total holdings as of June 30, 2025.Investment Partners, Ltd. owns shares of 167 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 8.88% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Investment Partners, Ltd. has purchased 152 new stocks and bought additional shares in 101 stocks.Investment Partners, Ltd. sold shares of 34 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $20,753,894iShares Russell 1000 Growth ETF $17,199,163iShares Russell 1000 Value ETF $13,803,813Apple $10,263,198Vanguard FTSE Emerging Markets ETF $9,568,284 Largest New Holdings this Quarter 15643U104 - Centrus Energy $436,798 Holding038222105 - Applied Materials $426,117 Holding24703L202 - Dell Technologies $305,617 Holding773903109 - Rockwell Automation $297,647 Holding438516205 - HONEYWELL INTL INC $255,694 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 103,799 shares (about $12.89M)Vanguard Mid-Cap ETF 26,567 shares (about $2.14M)Vanguard FTSE Developed Markets ETF 13,661 shares (about $973.35K)Vanguard Short-Term Bond ETF 10,873 shares (about $847.12K)iShares 1-5 Year Investment Grade Corporate Bond ETF 16,038 shares (about $840.55K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 1,955 shares (about $462.59K)Intel 1,615 shares (about $225.51K)WALMART INC 1,705 shares (about $193.11K)Microsoft 404 shares (about $150.70K)Gilead Sciences 795 shares (about $100.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Partners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$20,753,894$973,345 ▲4.9%291,2836.5%ETFIWFiShares Russell 1000 Growth ETF$17,199,163$12,888,725 ▲299.0%138,5135.4%ETFIWDiShares Russell 1000 Value ETF$13,803,813$39,031 ▲0.3%56,9394.3%ETFAAPLApple$10,263,198$52,084 ▲0.5%35,4693.2%TechnologyVWOVanguard FTSE Emerging Markets ETF$9,568,284$313,670 ▲3.4%160,3003.0%ETFNVDANVIDIA$9,277,603$22,210 ▲0.2%46,3672.9%TechnologyBSVVanguard Short-Term Bond ETF$8,039,848$847,116 ▲11.8%103,1942.5%ETFIVWiShares S&P 500 Growth ETF$7,576,797$12,378 ▲0.2%55,0922.4%ETFMSFTMicrosoft$7,392,092$150,699 ▼-2.0%19,8172.3%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,115,778$840,554 ▲13.4%135,7712.2%ETFLLYEli Lilly and Company$6,821,202$87,559 ▼-1.3%5,6872.1%HealthcareVIGVanguard Dividend Appreciation ETF$6,735,148$462,592 ▼-6.4%28,4642.1%ETFIWPiShares Russell Mid-Cap Growth ETF$6,483,571$174,519 ▲2.8%44,2842.0%ETFIWSiShares Russell Mid-Cap Value ETF$6,375,280$178,591 ▲2.9%38,7322.0%ETFIEFAiShares Core MSCI EAFE ETF$5,861,022$20,958 ▼-0.4%60,6861.8%ETFJPMJPMorgan Chase & Co.$5,723,197$64,813 ▲1.1%17,4841.8%FinanceIVEiShares S&P 500 Value ETF$5,560,005$21,571 ▲0.4%24,4871.7%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$5,434,195$540,769 ▲11.1%128,1351.7%ETFMUMicron Technology$5,132,699$19,621 ▲0.4%4,4471.6%TechnologyEFAiShares MSCI EAFE ETF$4,329,8220.0%41,6811.4%ETFIWNiShares Russell 2000 Value ETF$3,891,862$88,482 ▲2.3%17,5941.2%ETFIAGGiShares Core International Aggregate Bond ETF$3,865,013$472,804 ▲13.9%76,3841.2%ETFIVViShares Core S&P 500 ETF$3,732,330$21,717 ▼-0.6%4,9841.2%ETFCATCaterpillar$3,627,480$31,951 ▼-0.9%3,4061.1%IndustrialsXLUUtilities Select Sector SPDR Fund$3,509,124$40,670 ▼-1.1%77,3961.1%ETFIWOiShares Russell 2000 Growth ETF$3,497,714$86,675 ▲2.5%8,8781.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,008,680$2,797 ▲0.1%31,1910.9%ETFMUBiShares National Muni Bond ETF$2,957,097$513,351 ▲21.0%27,4770.9%ETFVOVanguard Mid-Cap ETF$2,888,123$2,140,511 ▲286.3%35,8460.9%ETFGOOGAlphabet$2,865,020$33,565 ▲1.2%8,1090.9%Communication ServicesBRK.BBerkshire Hathaway$2,592,230$18,015 ▲0.7%5,1800.8%FinanceQQQInvesco QQQ$2,519,499$39,770 ▲1.6%3,4210.8%ETFAEPAmerican Electric Power$2,434,140$34,476 ▼-1.4%17,7920.8%UtilitiesGOOGLAlphabet$2,386,463$26,445 ▲1.1%6,6780.7%Communication ServicesSPDWSPDR Portfolio Developed World ex-US ETF$2,368,252$54,422 ▲2.4%46,9980.7%ETFSDYSPDR S&P Dividend ETF$2,360,1600.0%15,5090.7%ETFSLViShares Silver Trust$2,334,768$1,604 ▲0.1%43,6650.7%ETFORCLOracle$2,252,724$8,646 ▲0.4%15,3720.7%TechnologyXOMExxonMobil$2,113,586$20,782 ▼-1.0%15,4590.7%EnergyIJHiShares Core S&P Mid-Cap ETF$2,070,639$50,816 ▼-2.4%26,8530.6%ETFASMLASML$2,014,662$83,530 ▲4.3%1,0130.6%TechnologyVBVanguard Small-Cap ETF$1,996,356$7,578 ▼-0.4%6,5860.6%ETFVIGIVanguard International Dividend Appreciation ETF$1,985,5390.0%21,2630.6%ETFVNQVanguard Real Estate ETF$1,974,055$289 ▲0.0%20,4710.6%ETFCOSTCostco Wholesale$1,962,687$7,484 ▲0.4%2,0980.6%Consumer StaplesGLDSPDR Gold Shares$1,923,6800.0%5,2220.6%ETFWALMART INC$1,916,788$193,106 ▼-9.2%16,9240.6%COMPREFPrincipal Spectrum Preferred Securities Active ETF$1,888,141$9,111 ▼-0.5%99,0630.6%ETFXMPTVanEck CEF Muni Income ETF$1,722,973$5,585 ▼-0.3%77,1250.5%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$1,669,416$3,471 ▼-0.2%51,9420.5%ETFADPAutomatic Data Processing$1,563,093$2,911 ▲0.2%6,9800.5%IndustrialsCSCOCisco Systems$1,524,454$4,346 ▲0.3%12,9780.5%TechnologyPEPPepsiCo$1,517,550$18,143 ▲1.2%11,2080.5%Consumer StaplesABBVAbbVie$1,509,016$6,039 ▲0.4%5,9970.5%HealthcareHDHome Depot$1,506,432$26,101 ▲1.8%4,2710.5%Consumer DiscretionaryAMZNAmazon.com$1,493,598$31,221 ▼-2.0%6,2670.5%Consumer DiscretionaryMCDMcDonald's$1,489,514$2,974 ▲0.2%5,5100.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,453,757$11,940 ▲0.8%3,0440.5%TechnologyISHARES BITCOIN TRUST ETF$1,403,5730.0%42,1620.4%SHS BEN INTCRWDCrowdStrike$1,320,995$64,867 ▼-4.7%1,7310.4%TechnologyVONVVanguard Russell 1000 Value ETF$1,262,126$251,213 ▲24.9%11,8720.4%ETFSPYSPDR S&P 500 ETF Trust$1,256,346$53,032 ▲4.4%1,6820.4%ETFJNJJohnson & Johnson$1,236,139$54,099 ▲4.6%4,8670.4%HealthcareINTCIntel$1,228,062$225,505 ▼-15.5%8,7950.4%TechnologyPGProcter & Gamble$1,220,598$47,217 ▲4.0%8,3240.4%Consumer StaplesCVXChevron$1,200,932$28,676 ▲2.4%7,2450.4%EnergyDGROiShares Core Dividend Growth ETF$1,180,387$8,186 ▼-0.7%15,5740.4%ETFIWMiShares Russell 2000 ETF$1,118,869$300 ▲0.0%3,7240.3%ETFKOCocaCola$1,099,364$35,597 ▲3.3%13,5270.3%Consumer StaplesVVisa$1,065,292$54,208 ▲5.4%3,1050.3%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,051,165$10,224 ▲1.0%24,3660.3%ETFXLIIndustrial Select Sector SPDR Fund$1,021,173$13,522 ▲1.3%5,5130.3%ETFHBANHuntington Bancshares$967,338$98,065 ▼-9.2%54,5590.3%FinancePALANTIR TECHNOLOGIES INC$966,844$50,168 ▲5.5%8,2870.3%CL AIBMInternational Business Machines$958,393$5,906 ▼-0.6%3,4080.3%TechnologyDNPDNP Select Income Fund$900,097$6,161 ▲0.7%83,4200.3%FinanceXLEEnergy Select Sector SPDR Fund$871,057$9,507 ▲1.1%16,4010.3%ETFSUBiShares Short-Term National Muni Bond ETF$862,075$137,238 ▲18.9%8,0970.3%ETFXLFFinancial Select Sector SPDR Fund$846,984$12,223 ▲1.5%15,7990.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$843,505$526 ▲0.1%9,6170.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$816,631$23,297 ▼-2.8%5,2930.3%ETFGSThe Goldman Sachs Group$792,186$28,328 ▲3.7%7830.2%FinanceKLACKLA$754,275$678,848 ▲900.0%2,5000.2%TechnologyTSLATesla$754,136$6,309 ▲0.8%1,7930.2%Consumer DiscretionaryLMTLockheed Martin$751,192$3,567 ▲0.5%1,4740.2%IndustrialsVONGVanguard Russell 1000 Growth ETF$722,684$239,020 ▲49.4%5,6540.2%ETFBMYBristol Myers Squibb$720,078$2,190 ▲0.3%12,4970.2%HealthcareTMOThermo Fisher Scientific$711,474$15,042 ▲2.2%1,4190.2%HealthcareXLBMaterials Select Sector SPDR Fund$675,988$55,354 ▲8.9%13,2990.2%ETFETNEaton$675,154$60,099 ▲9.8%1,5840.2%IndustrialsHDViShares Core High Dividend ETF$671,987$537,622 ▲400.1%24,5160.2%ETFVRTVertiv$671,546$335 ▲0.0%2,0060.2%IndustrialsVZVerizon Communications$670,315$3,048 ▲0.5%15,8320.2%Communication ServicesMRKMerck & Co., Inc.$655,030$15,547 ▲2.4%5,0980.2%HealthcareGDGeneral Dynamics$652,523$51,720 ▼-7.3%1,8420.2%IndustrialsISHARES ETHEREUM TR$647,1130.0%54,4250.2%SHSRSPInvesco S&P 500 Equal Weight ETF$644,9150.0%3,0310.2%ETFGEGE Aerospace$644,351$10,091 ▲1.6%1,7240.2%IndustrialsVTIVanguard Total Stock Market ETF$637,953$1,850 ▲0.3%1,7240.2%ETFENBEnbridge$635,373$3,903 ▲0.6%11,7210.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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