INVESTMENT PARTNERS, LTD. Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$241.2M
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $12.8M |
IWDISHARES TR | $10.5M |
VEAVANGUARD TAX-MANAGED FDS | $10.3M |
MSFTMICROSOFT CORP | $8.5M |
AAPLAPPLE INC | $7.7M |
VWOVANGUARD INTL EQUITY INDEX F | $6.5M |
VIGVANGUARD SPECIALIZED FUNDS | $5.9M |
LLYELI LILLY & CO | $5.4M |
NVDANVIDIA CORPORATION | $5.1M |
BSVVANGUARD BD INDEX FDS | $5.0M |
IVWISHARES TR | $5.0M |
AQLTISHARES TR | $4.9M |
JPMJPMORGAN CHASE & CO. | $4.9M |
IGSBISHARES TR | $4.6M |
IVEISHARES TR | $4.5M |
IWPISHARES TR | $4.5M |
IWSISHARES TR | $4.3M |
SHYGISHARES TR | $4.3M |
EFAISHARES TR | $3.9M |
ABBVABBVIE INC | $3.6M |
USMVISHARES TR | $3.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.1M |
XLUSELECT SECTOR SPDR TR | $3.1M |
IVVISHARES TR | $2.9M |
MUBISHARES TR | $2.6M |
VSSVANGUARD INTL EQUITY INDEX F | $2.5M |
IWNISHARES TR | $2.5M |
VOVANGUARD INDEX FDS | $2.4M |
PREFPRINCIPAL EXCHANGE TRADED FD | $2.4M |
AEPAMERICAN ELEC PWR CO INC | $2.3M |
ORCLORACLE CORP | $2.3M |
IAGGISHARES TR | $2.3M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
IWOISHARES TR | $2.1M |
SDYSPDR SER TR | $2.1M |
WMTWALMART INC | $2.0M |
COSTCOSTCO WHSL CORP NEW | $2.0M |
XOMEXXON MOBIL CORP | $1.9M |
MCDMCDONALDS CORP | $1.9M |
IJHISHARES TR | $1.9M |
VNQVANGUARD INDEX FDS | $1.9M |
VIGIVANGUARD WHITEHALL FDS | $1.8M |
PEPPEPSICO INC | $1.7M |
HDHOME DEPOT INC | $1.7M |
VVISA INC | $1.7M |
PGPROCTER AND GAMBLE CO | $1.5M |
HDEFDBX ETF TR | $1.5M |
GQ9SPDR GOLD TR | $1.5M |
VBVANGUARD INDEX FDS | $1.5M |
AMZNAMAZON COM INC | $1.5M |
CVXCHEVRON CORP NEW | $1.4M |
DGROISHARES TR | $1.4M |
SLVISHARES SILVER TR | $1.3M |
NDQINVESCO QQQ TR | $1.2M |
CATCATERPILLAR INC | $1.2M |
GOOGALPHABET INC | $1.2M |
XMPTVANECK ETF TRUST | $1.1M |
KOCOCA COLA CO | $1.1M |
JNJJOHNSON & JOHNSON | $1.0M |
HBANHUNTINGTON BANCSHARES INC | $970K |
LMTLOCKHEED MARTIN CORP | $934K |
UNHUNITEDHEALTH GROUP INC | $930K |
IBMINTERNATIONAL BUSINESS MACHS | $928K |
IBITISHARES BITCOIN TRUST ETF | $923K |
GOOGLALPHABET INC | $908K |
CSCOCISCO SYS INC | $903K |
BMYBRISTOL-MYERS SQUIBB CO | $881K |
SHMSPDR SER TR | $870K |
BACVERIZON COMMUNICATIONS INC | $851K |
EFAVISHARES TR | $851K |
XLESELECT SECTOR SPDR TR | $846K |
XLFSELECT SECTOR SPDR TR | $823K |
SDVYFIRST TR EXCHANGE-TRADED FD | $804K |
HDVISHARES TR | $797K |
DISDISNEY WALT CO | $788K |
IWMISHARES TR | $760K |
ABTABBOTT LABS | $749K |
XLISELECT SECTOR SPDR TR | $735K |
SPYSPDR S&P 500 ETF TR | $718K |
TMOTHERMO FISHER SCIENTIFIC INC | $690K |
HYDVANECK ETF TRUST | $676K |
XLBSELECT SECTOR SPDR TR | $664K |
ASMLASML HOLDING N V | $655K |
ENBENBRIDGE INC | $622K |
PLTRPALANTIR TECHNOLOGIES INC | $620K |
GILDGILEAD SCIENCES INC | $590K |
CRWDCROWDSTRIKE HLDGS INC | $589K |
GDGENERAL DYNAMICS CORP | $566K |
ISRGINTUITIVE SURGICAL INC | $542K |
NOCNORTHROP GRUMMAN CORP | $536K |
DNPDNP SELECT INCOME FD INC | $531K |
XLFISELECT SECTOR SPDR TR | $526K |
RSPINVESCO EXCHANGE TRADED FD T | $525K |
ADBEADOBE INC | $521K |
VONVVANGUARD SCOTTSDALE FDS | $521K |
BKLNINVESCO EXCH TRADED FD TR II | $513K |
YUMYUM BRANDS INC | $509K |
PFEPFIZER INC | $497K |
MRKMERCK & CO INC | $466K |
AQLTISHARES TR | $465K |
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