Investment Partners, Ltd. Top Holdings and 13F Report (2025) About Investment Partners, Ltd.Investment ActivityInvestment Partners, Ltd. has $242.82 million in total holdings as of December 31, 2024.Investment Partners, Ltd. owns shares of 146 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 4.59% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Investment Partners, Ltd. has purchased 147 new stocks and bought additional shares in 79 stocks.Investment Partners, Ltd. sold shares of 37 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $14,627,788iShares Russell 1000 Value ETF $10,446,377Microsoft $9,571,380Vanguard FTSE Developed Markets ETF $9,168,732Apple $8,543,144 Largest New Holdings this Quarter VanEck CEF Municipal Income ETF $1,103,863 HoldingISHARES BITCOIN TRUST ETF $741,639 HoldingPALANTIR TECHNOLOGIES INC $447,503 HoldingHoneywell International $426,245 HoldingBLACKROCK INC $377,418 Holding Largest Purchases this Quarter VanEck CEF Municipal Income ETF 51,326 shares (about $1.10M)Xtrackers MSCI EAFE High Dividend Yield Equity ETF 40,764 shares (about $990.16K)Vanguard FTSE Developed Markets ETF 19,850 shares (about $949.23K)ISHARES BITCOIN TRUST ETF 13,980 shares (about $741.64K)Microsoft 1,180 shares (about $497.37K) Largest Sales this Quarter iShares National Muni Bond ETF 5,082 shares (about $541.49K)iShares Core S&P 500 ETF 351 shares (about $206.63K)Merck & Co., Inc. 1,488 shares (about $148.01K)iShares Russell 1000 Growth ETF 314 shares (about $126.09K)Oracle 735 shares (about $122.48K) 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 PortfolioSectorIWFiShares Russell 1000 Growth ETF$14,627,788$126,095 ▼-0.9%36,4266.0%ETFIWDiShares Russell 1000 Value ETF$10,446,377$2,036 ▲0.0%56,4274.3%ETFMSFTMicrosoft$9,571,380$497,368 ▲5.5%22,7083.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$9,168,732$949,228 ▲11.5%191,7343.8%ETFAAPLApple$8,543,144$31,052 ▲0.4%34,1153.5%Computer and TechnologyNVDANVIDIA$6,263,337$154,972 ▲2.5%46,6402.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$6,164,237$396,316 ▲6.9%139,9692.5%ETFVIGVanguard Dividend Appreciation ETF$5,921,589$6,854 ▲0.1%30,2382.4%ETFIVWiShares S&P 500 Growth ETF$5,549,633$17,362 ▼-0.3%54,6602.3%ETFLLYEli Lilly and Company$5,050,375$16,984 ▲0.3%6,5422.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$4,947,513$122,820 ▲2.5%39,0342.0%ETFIEFAiShares Core MSCI EAFE ETF$4,789,578$1,054 ▲0.0%68,1502.0%ETFJPMJPMorgan Chase & Co.$4,653,869$147,418 ▲3.3%19,4151.9%FinanceIWSiShares Russell Mid-Cap Value ETF$4,588,977$190,518 ▲4.3%35,4801.9%ETFIVEiShares S&P 500 Value ETF$4,558,672$10,689 ▼-0.2%23,8821.9%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,134,862$457,928 ▲12.5%97,0401.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,044,393$470,574 ▲13.2%78,2281.7%ManufacturingBSVVanguard Short-Term Bond ETF$3,937,754$465,397 ▲13.4%50,9611.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,813,167$13,674 ▼-0.4%42,9461.6%ETFEFAiShares MSCI EAFE ETF$3,701,488$32,210 ▼-0.9%48,9551.5%FinanceIVViShares Core S&P 500 ETF$3,285,514$206,632 ▼-5.9%5,5811.4%ETFABBVAbbVie$3,056,310$30,565 ▲1.0%17,1991.3%MedicalXLUUtilities Select Sector SPDR Fund$2,936,3940.0%38,7951.2%ETFORCLOracle$2,770,492$122,478 ▼-4.2%16,6261.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$2,752,982$17,730 ▼-0.6%16,7691.1%ETFMUBiShares National Muni Bond ETF$2,750,269$541,487 ▼-16.4%25,8121.1%ETFBRK.BBerkshire Hathaway$2,638,996$4,533 ▲0.2%5,8221.1%FinanceVOVanguard Mid-Cap ETF$2,585,635$64,714 ▼-2.4%9,7891.1%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$2,552,0080.0%137,1311.1%ETFIWOiShares Russell 2000 Growth ETF$2,497,144$66,487 ▲2.7%8,6761.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,443,924$141,841 ▲6.2%21,3481.0%ETFIAGGiShares Core International Aggregate Bond ETF$2,194,866$274,408 ▲14.3%43,9680.9%ETFADPAutomatic Data Processing$2,162,666$181,783 ▲9.2%7,3880.9%Business ServicesWMTWalmart$2,075,354$38,218 ▲1.9%22,9700.9%Retail/WholesaleSDYSPDR S&P Dividend ETF$2,048,7390.0%15,5090.8%ETFAEPAmerican Electric Power$1,973,854$83,839 ▲4.4%21,4010.8%UtilitiesCOSTCostco Wholesale$1,851,499$5,497 ▲0.3%2,0210.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,844,274$116,770 ▼-6.0%29,5980.8%ETFVNQVanguard Real Estate ETF$1,822,811$178 ▲0.0%20,4630.8%ETFVBVanguard Small-Cap ETF$1,773,927$81,212 ▼-4.4%7,3830.7%ETFMCDMcDonald's$1,761,838$229,868 ▲15.0%6,0780.7%Retail/WholesaleHDHome Depot$1,711,727$102,704 ▲6.4%4,4000.7%Retail/WholesaleVIGIVanguard International Dividend Appreciation ETF$1,700,8270.0%21,2630.7%ETFXOMExxon Mobil$1,679,199$5,486 ▲0.3%15,6100.7%Oils/EnergyPEPPepsiCo$1,675,833$43,945 ▲2.7%11,0210.7%Consumer StaplesVVisa$1,625,243$65,414 ▼-3.9%5,1430.7%Business ServicesPGProcter & Gamble$1,552,555$150,042 ▲10.7%9,2610.6%Consumer StaplesDGROiShares Core Dividend Growth ETF$1,540,179$1,963 ▲0.1%25,1090.6%ETFAMZNAmazon.com$1,440,297$15,357 ▼-1.1%6,5650.6%Retail/WholesaleUNHUnitedHealth Group$1,363,420$16,695 ▼-1.2%2,6950.6%MedicalGOOGAlphabet$1,347,593$55,991 ▼-4.0%7,0760.6%Computer and TechnologyHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$1,324,315$990,157 ▲296.3%54,5210.5%ETFGLDSPDR Gold Shares$1,273,120$3,632 ▲0.3%5,2580.5%FinanceCATCaterpillar$1,242,464$1,088 ▲0.1%3,4250.5%Industrial ProductsCVXChevron$1,215,514$54,316 ▲4.7%8,3920.5%Oils/EnergyQQQInvesco QQQ$1,152,351$40,900 ▲3.7%2,2540.5%FinanceSLViShares Silver Trust$1,129,5570.0%42,9000.5%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,111,982$25,526 ▼-2.2%15,7260.5%ETFXMPTVanEck CEF Municipal Income ETF$1,103,863$1,103,863 ▲New Holding51,3260.5%ETFHBANHuntington Bancshares$1,079,182$765 ▲0.1%66,3300.4%FinanceLMTLockheed Martin$1,024,772$64,625 ▲6.7%2,1090.4%AerospaceGOOGLAlphabet$1,017,878$5,490 ▲0.5%5,3770.4%Computer and TechnologyKOCoca-Cola$918,174$498 ▼-0.1%14,7470.4%Consumer StaplesSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$916,997$79,994 ▼-8.0%19,3500.4%FinanceCSCOCisco Systems$911,509$94,721 ▲11.6%15,3970.4%Computer and TechnologyJNJJohnson & Johnson$905,542$30,079 ▲3.4%6,2620.4%MedicalDISWalt Disney$890,626$15,144 ▼-1.7%7,9980.4%Consumer DiscretionaryIWMiShares Russell 2000 ETF$870,6530.0%3,9400.4%FinanceIBMInternational Business Machines$869,241$9,013 ▼-1.0%3,9540.4%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$860,300$2,796 ▲0.3%23,9970.4%ETFBMYBristol-Myers Squibb$813,220$9,163 ▲1.1%14,3780.3%MedicalXLFFinancial Select Sector SPDR Fund$798,1220.0%16,5140.3%ETFVZVerizon Communications$784,109$62,943 ▼-7.4%19,6080.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$774,951$600 ▲0.1%9,0470.3%ETFSPYSPDR S&P 500 ETF Trust$751,222$586 ▲0.1%1,2820.3%FinanceISHARES BITCOIN TRUST ETF$741,639$741,639 ▲New Holding13,9800.3%SHS BEN INTXLIIndustrial Select Sector SPDR Fund$739,1740.0%5,6100.3%ETFHDViShares Core High Dividend ETF$737,689$35,812 ▼-4.6%6,5710.3%ETFHYDVanEck High Yield Muni ETF$721,030$24,553 ▼-3.3%13,8900.3%ETFASMLASML$691,168$29,116 ▲4.4%9970.3%Computer and TechnologyABTAbbott Laboratories$679,277$97,961 ▼-12.6%6,0050.3%MedicalTMOThermo Fisher Scientific$674,934$104,076 ▼-13.4%1,2970.3%MedicalTSLATesla$669,567$206,362 ▲44.6%1,6580.3%Auto/Tires/TrucksXLBMaterials Select Sector SPDR Fund$649,9820.0%7,7250.3%ETFENBEnbridge$643,308$5,346 ▲0.8%15,1620.3%Oils/EnergyGDGeneral Dynamics$603,680$13,439 ▲2.3%2,2910.2%AerospaceISRGIntuitive Surgical$579,898$5,220 ▲0.9%1,1110.2%MedicalCRWDCrowdStrike$556,3520.0%1,6260.2%Computer and TechnologyPFEPfizer$546,953$43,696 ▲8.7%20,6160.2%MedicalTSMTaiwan Semiconductor Manufacturing$542,667$197 ▲0.0%2,7480.2%Computer and TechnologyADBEAdobe$532,282$4,447 ▼-0.8%1,1970.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$530,882$175 ▲0.0%3,0300.2%ETFGILDGilead Sciences$530,836$13,855 ▲2.7%5,7470.2%MedicalVONVVanguard Russell 1000 Value$506,260$2,275 ▲0.5%6,2310.2%ETFXLPConsumer Staples Select Sector SPDR Fund$495,2430.0%6,3000.2%ETFNOCNorthrop Grumman$491,359$28,158 ▼-5.4%1,0470.2%AerospacePRKPark National$476,5750.0%2,7800.2%FinanceGSThe Goldman Sachs Group$475,703$49,230 ▲11.5%8310.2%FinanceMRKMerck & Co., Inc.$468,707$148,013 ▼-24.0%4,7120.2%MedicalDNPDNP Select Income Fund$468,620$38,588 ▲9.0%53,1310.2%FinanceShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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