Investment Partners, Ltd. Top Holdings and 13F Report (2024) About Investment Partners, Ltd.Investment ActivityInvestment Partners, Ltd. has $240.15 million in total holdings as of September 30, 2024.Investment Partners, Ltd. owns shares of 147 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Investment Partners, Ltd. has purchased 142 new stocks and bought additional shares in 51 stocks.Investment Partners, Ltd. sold shares of 62 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $13,791,570iShares Russell 1000 Value ETF $10,707,712Microsoft $9,263,439Vanguard FTSE Developed Markets ETF $9,077,193Apple $7,919,848 Largest New Holdings this Quarter Xtrackers MSCI EAFE High Dividend Yield Equity ETF $369,926 HoldingAdvanced Micro Devices $309,291 HoldingSynopsys $307,379 HoldingTesla $300,090 HoldingSuper Micro Computer $208,200 Holding Largest Purchases this Quarter NVIDIA 20,550 shares (about $2.50M)iShares 1-5 Year Investment Grade Corporate Bond ETF 26,161 shares (about $1.38M)Vanguard Short-Term Bond ETF 8,550 shares (about $672.80K)iShares Core Dividend Growth ETF 6,895 shares (about $432.25K)Xtrackers MSCI EAFE High Dividend Yield Equity ETF 13,757 shares (about $369.93K) Largest Sales this Quarter iShares Russell 2000 Growth ETF 2,268 shares (about $644.09K)iShares Russell 2000 Value ETF 3,686 shares (about $614.91K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,335 shares (about $294.12K)iShares National Muni Bond ETF 2,629 shares (about $285.59K)iShares Russell Mid-Cap Growth ETF 2,434 shares (about $285.49K) 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$13,791,570$201,581 ▼-1.4%36,7405.7%ETFIWDiShares Russell 1000 Value ETF$10,707,712$149,182 ▼-1.4%56,4164.5%ETFMSFTMicrosoft$9,263,439$53,357 ▼-0.6%21,5283.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$9,077,193$307,565 ▲3.5%171,8843.8%ETFAAPLApple$7,919,848$6,990 ▲0.1%33,9913.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$6,266,904$121,395 ▼-1.9%130,9702.6%ETFVIGVanguard Dividend Appreciation ETF$5,982,042$18,618 ▼-0.3%30,2032.5%ETFLLYEli Lilly and Company$5,776,7660.0%6,5202.4%MedicalNVDANVIDIA$5,523,853$2,495,607 ▲82.4%45,4862.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,317,902$4,683 ▼-0.1%68,1352.2%ETFIVWiShares S&P 500 Growth ETF$5,250,085$9,671 ▲0.2%54,8312.2%ETFIVEiShares S&P 500 Value ETF$4,719,914$4,338 ▲0.1%23,9382.0%ETFIWSiShares Russell Mid-Cap Value ETF$4,497,401$241,752 ▼-5.1%34,0071.9%ETFIWPiShares Russell Mid-Cap Growth ETF$4,464,700$285,487 ▼-6.0%38,0651.9%ETFEFAiShares MSCI EAFE ETF$4,129,750$18,984 ▲0.5%49,3811.7%FinanceJPMJPMorgan Chase & Co.$3,964,191$28,466 ▼-0.7%18,8001.7%FinanceUSMViShares MSCI USA Min Vol Factor ETF$3,935,423$2,922 ▲0.1%43,1001.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,746,824$83,627 ▼-2.2%86,2931.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,640,153$1,377,630 ▲60.9%69,1261.5%ManufacturingBSVVanguard Short-Term Bond ETF$3,536,188$672,803 ▲23.5%44,9381.5%ETFIVViShares Core S&P 500 ETF$3,421,882$1,731 ▲0.1%5,9321.4%ETFABBVAbbVie$3,362,522$3,357 ▲0.1%17,0271.4%MedicalMUBiShares National Muni Bond ETF$3,356,015$285,588 ▼-7.8%30,8941.4%ETFXLUUtilities Select Sector SPDR Fund$3,133,860$25,930 ▼-0.8%38,7951.3%ETFORCLOracle$2,958,284$15,165 ▼-0.5%17,3611.2%Computer and TechnologyIWNiShares Russell 2000 Value ETF$2,815,495$614,915 ▼-17.9%16,8771.2%ETFBRK.BBerkshire Hathaway$2,675,031$20,712 ▼-0.8%5,8121.1%FinanceVOVanguard Mid-Cap ETF$2,647,336$68,334 ▼-2.5%10,0341.1%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$2,579,434$34,723 ▼-1.3%137,1311.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,532,941$294,118 ▼-10.4%20,1091.1%ETFIWOiShares Russell 2000 Growth ETF$2,398,300$644,091 ▼-21.2%8,4451.0%ETFSDYSPDR S&P Dividend ETF$2,202,898$267,745 ▼-10.8%15,5090.9%ETFAEPAmerican Electric Power$2,102,470$16,826 ▼-0.8%20,4920.9%UtilitiesIAGGiShares Core International Aggregate Bond ETF$1,993,592$69,440 ▲3.6%38,4710.8%ETFVNQVanguard Real Estate ETF$1,993,275$195 ▲0.0%20,4610.8%ETFIJHiShares Core S&P Mid-Cap ETF$1,961,350$26,860 ▼-1.4%31,4720.8%ETFVIGIVanguard International Dividend Appreciation ETF$1,877,0980.0%21,2630.8%ETFADPAutomatic Data Processing$1,872,514$8,301 ▼-0.4%6,7670.8%Business ServicesVBVanguard Small-Cap ETF$1,831,439$77,565 ▼-4.1%7,7210.8%ETFPEPPepsiCo$1,824,954$16,495 ▼-0.9%10,7320.8%Consumer StaplesXOMExxon Mobil$1,823,825$2,227 ▲0.1%15,5590.8%Oils/EnergyWMTWalmart$1,820,683$10,578 ▼-0.6%22,5470.8%Retail/WholesaleCOSTCostco Wholesale$1,786,317$5,319 ▲0.3%2,0150.7%Retail/WholesaleHDHome Depot$1,676,050$7,699 ▼-0.5%4,1360.7%Retail/WholesaleMCDMcDonald's$1,609,387$62,731 ▼-3.8%5,2850.7%Retail/WholesaleUNHUnitedHealth Group$1,594,946$2,923 ▲0.2%2,7280.7%MedicalDGROiShares Core Dividend Growth ETF$1,572,083$432,249 ▲37.9%25,0770.7%ETFVVisa$1,470,978$7,699 ▼-0.5%5,3500.6%Business ServicesPGProcter & Gamble$1,449,038$4,330 ▼-0.3%8,3660.6%Consumer StaplesCATCaterpillar$1,338,300$8,213 ▼-0.6%3,4220.6%Industrial ProductsGLDSPDR Gold Shares$1,274,3640.0%5,2430.5%FinanceAMZNAmazon.com$1,236,301$19,937 ▲1.6%6,6350.5%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$1,233,8990.0%16,0870.5%ETFGOOGAlphabet$1,232,228$167 ▲0.0%7,3700.5%Computer and TechnologySLViShares Silver Trust$1,218,7890.0%42,9000.5%ETFCVXChevron$1,180,690$19,587 ▼-1.6%8,0170.5%Oils/EnergyLMTLockheed Martin$1,154,857$4,091 ▲0.4%1,9760.5%AerospaceQQQInvesco QQQ$1,061,045$274,290 ▲34.9%2,1740.4%FinanceKOCoca-Cola$1,060,328$6,827 ▼-0.6%14,7550.4%Consumer StaplesSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,012,769$38,705 ▲4.0%21,0380.4%FinanceJNJJohnson & Johnson$981,135$1,945 ▲0.2%6,0540.4%MedicalHBANHuntington Bancshares$974,362$72,750 ▼-6.9%66,2830.4%FinanceVZVerizon Communications$951,293$21,018 ▼-2.2%21,1820.4%Computer and TechnologyTMOThermo Fisher Scientific$926,1130.0%1,4970.4%MedicalGOOGLAlphabet$886,930$7,960 ▼-0.9%5,3480.4%Computer and TechnologyIBMInternational Business Machines$883,126$9,727 ▼-1.1%3,9950.4%Computer and TechnologyIWMiShares Russell 2000 ETF$870,280$221 ▲0.0%3,9400.4%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$870,171$1,346 ▲0.2%23,9190.4%ETFHDViShares Core High Dividend ETF$810,370$2,705 ▲0.3%6,8900.3%ETFASMLASML$795,760$46,662 ▲6.2%9550.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$793,737$527 ▲0.1%9,0400.3%ETFABTAbbott Laboratories$783,391$27,249 ▼-3.4%6,8710.3%MedicalDISWalt Disney$782,452$6,445 ▼-0.8%8,1340.3%Consumer DiscretionaryHYDVanEck High Yield Muni ETF$762,244$75,837 ▼-9.0%14,3630.3%ETFXLIIndustrial Select Sector SPDR Fund$759,8180.0%5,6100.3%ETFXLFFinancial Select Sector SPDR Fund$748,414$9,653 ▲1.3%16,5140.3%ETFXLBMaterials Select Sector SPDR Fund$744,5360.0%7,7250.3%ETFBMYBristol-Myers Squibb$735,540$14,332 ▼-1.9%14,2160.3%MedicalSPYSPDR S&P 500 ETF Trust$734,949$574 ▲0.1%1,2810.3%FinanceCSCOCisco Systems$734,253$2,661 ▼-0.4%13,7970.3%Computer and TechnologyMRKMerck & Co., Inc.$704,077$3,520 ▼-0.5%6,2000.3%MedicalGDGeneral Dynamics$677,024$3,022 ▲0.4%2,2400.3%AerospaceADBEAdobe$624,9600.0%1,2070.3%Computer and TechnologyENBEnbridge$610,616$16,813 ▼-2.7%15,0360.3%Oils/EnergyNOCNorthrop Grumman$584,5820.0%1,1070.2%AerospacePFEPfizer$548,952$14,441 ▼-2.6%18,9690.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$542,7540.0%3,0290.2%ETFISRGIntuitive Surgical$540,8880.0%1,1010.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$522,9000.0%6,3000.2%ETFVONVVanguard Russell 1000 Value$516,925$4,333 ▲0.8%6,2030.2%ETFBPBP$501,628$3,704 ▲0.7%15,9810.2%Oils/EnergyDNPDNP Select Income Fund$489,514$16,024 ▲3.4%48,7560.2%FinanceTSMTaiwan Semiconductor Manufacturing$477,1000.0%2,7470.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$475,8460.0%9,0020.2%ETFGILDGilead Sciences$469,237$25,319 ▼-5.1%5,5970.2%MedicalPRKPark National$466,9840.0%2,7800.2%FinanceDVYiShares Select Dividend ETF$466,159$810 ▲0.2%3,4510.2%ETFCRWDCrowdStrike$456,0440.0%1,6260.2%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$447,498$1,343 ▲0.3%8,3300.2%ManufacturingYUMYum! Brands$441,342$140 ▲0.0%3,1590.2%Retail/WholesaleShowing 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. 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