INVESTMENT PARTNERS, LTD. Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$264.2B
Holdings
158
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 36,184 | $15.4B | 5.81% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 251,120 | $14.3B | 5.42% | |
| 3 | IWDISHARES TR | 57,861 | $11.2B | 4.25% | |
| 4 | MSFTMICROSOFT CORP | 20,924 | $10.4B | 3.94% | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 153,169 | $7.6B | 2.87% | |
| 6 | NVDANVIDIA CORPORATION | 47,332 | $7.5B | 2.83% | |
| 7 | AAPLAPPLE INC | 34,586 | $7.1B | 2.69% | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 30,254 | $6.2B | 2.34% | |
| 9 | IVWISHARES TR | 53,746 | $5.9B | 2.24% | |
| 10 | BSVVANGUARD BD INDEX FDS | 73,262 | $5.8B | 2.18% | |
| 11 | IWPISHARES TR | 40,415 | $5.6B | 2.12% | |
| 12 | JPMJPMORGAN CHASE & CO. | 18,093 | $5.2B | 1.99% | |
| 13 | AQLTISHARES TR | 62,251 | $5.2B | 1.97% | |
| 14 | IGSBISHARES TR | 97,638 | $5.2B | 1.95% | |
| 15 | IWSISHARES TR | 37,639 | $5.0B | 1.88% | |
| 16 | LLYELI LILLY & CO | 6,300 | $4.9B | 1.86% | |
| 17 | IVEISHARES TR | 23,703 | $4.6B | 1.75% | |
| 18 | SHYGISHARES TR | 107,104 | $4.6B | 1.75% | |
| 19 | EFAISHARES TR | 47,812 | $4.3B | 1.62% | |
| 20 | USMVISHARES TR | 36,318 | $3.4B | 1.29% | |
| 21 | ORCLORACLE CORP | 14,892 | $3.3B | 1.23% | |
| 22 | ABBVABBVIE INC | 17,304 | $3.2B | 1.22% | |
| 23 | XLUSELECT SECTOR SPDR TR | 39,091 | $3.2B | 1.21% | |
| 24 | IVVISHARES TR | 4,950 | $3.1B | 1.16% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,655 | $2.7B | 1.04% | |
| 26 | IWNISHARES TR | 17,286 | $2.7B | 1.03% | |
| 27 | IAGGISHARES TR | 51,315 | $2.6B | 0.99% | |
| 28 | VOVANGUARD INDEX FDS | 9,335 | $2.6B | 0.99% | |
| 29 | MUBISHARES TR | 24,835 | $2.6B | 0.98% | |
| 30 | IWOISHARES TR | 8,701 | $2.5B | 0.94% | |
| 31 | IBITISHARES BITCOIN TRUST ETF | 37,447 | $2.3B | 0.87% | |
| 32 | AEPAMERICAN ELEC PWR CO INC | 21,130 | $2.2B | 0.83% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 7,094 | $2.2B | 0.83% | |
| 34 | SDYSPDR SERIES TRUST | 15,509 | $2.1B | 0.80% | |
| 35 | COSTCOSTCO WHSL CORP NEW | 2,122 | $2.1B | 0.80% | |
| 36 | SPDWSPDR INDEX SHS FDS | 49,969 | $2.0B | 0.77% | |
| 37 | WMTWALMART INC | 19,706 | $1.9B | 0.73% | |
| 38 | VIGIVANGUARD WHITEHALL FDS | 21,263 | $1.9B | 0.73% | |
| 39 | PREFPRINCIPAL EXCHANGE TRADED FD | 99,541 | $1.9B | 0.71% | |
| 40 | VNQVANGUARD INDEX FDS | 20,465 | $1.8B | 0.69% | |
| 41 | IJHISHARES TR | 28,927 | $1.8B | 0.68% | |
| 42 | MCDMCDONALDS CORP | 6,054 | $1.8B | 0.67% | |
| 43 | AMZNAMAZON COM INC | 7,783 | $1.7B | 0.65% | |
| 44 | XOMEXXON MOBIL CORP | 15,585 | $1.7B | 0.64% | |
| 45 | GQ9SPDR GOLD TR | 5,386 | $1.6B | 0.62% | |
| 46 | VVISA INC | 4,599 | $1.6B | 0.62% | |
| 47 | HDHOME DEPOT INC | 4,431 | $1.6B | 0.61% | |
| 48 | HDEFDBX ETF TR | 56,077 | $1.6B | 0.61% | |
| 49 | VBVANGUARD INDEX FDS | 6,656 | $1.6B | 0.60% | |
| 50 | PEPPEPSICO INC | 11,571 | $1.5B | 0.58% | |
| 51 | NDQINVESCO QQQ TR | 2,749 | $1.5B | 0.57% | |
| 52 | DGROISHARES TR | 22,304 | $1.4B | 0.54% | |
| 53 | CATCATERPILLAR INC | 3,669 | $1.4B | 0.54% | |
| 54 | SLVISHARES SILVER TR | 42,900 | $1.4B | 0.53% | |
| 55 | GOOGALPHABET INC | 7,370 | $1.3B | 0.49% | |
| 56 | PGPROCTER AND GAMBLE CO | 8,023 | $1.3B | 0.48% | |
| 57 | XMPTVANECK ETF TRUST | 53,245 | $1.1B | 0.42% | |
| 58 | HBANHUNTINGTON BANCSHARES INC | 65,604 | $1.1B | 0.42% | |
| 59 | CVXCHEVRON CORP NEW | 7,655 | $1.1B | 0.41% | |
| 60 | GOOGLALPHABET INC | 6,203 | $1.1B | 0.41% | |
| 61 | PLTRPALANTIR TECHNOLOGIES INC | 7,774 | $1.1B | 0.40% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 3,306 | $974.6M | 0.37% | |
| 63 | KOCOCA COLA CO | 13,572 | $960.3M | 0.36% | |
| 64 | LMTLOCKHEED MARTIN CORP | 2,042 | $945.9M | 0.36% | |
| 65 | EFAVISHARES TR | 10,946 | $920.2M | 0.35% | |
| 66 | CSCOCISCO SYS INC | 12,869 | $892.8M | 0.34% | |
| 67 | XLFSELECT SECTOR SPDR TR | 16,825 | $881.1M | 0.33% | |
| 68 | CRWDCROWDSTRIKE HLDGS INC | 1,670 | $850.5M | 0.32% | |
| 69 | SDVYFIRST TR EXCHANGE-TRADED FD | 24,046 | $848.4M | 0.32% | |
| 70 | XLISELECT SECTOR SPDR TR | 5,610 | $827.6M | 0.31% | |
| 71 | BACVERIZON COMMUNICATIONS INC | 19,083 | $825.7M | 0.31% | |
| 72 | JNJJOHNSON & JOHNSON | 5,385 | $822.6M | 0.31% | |
| 73 | ABTABBOTT LABS | 5,996 | $815.5M | 0.31% | |
| 74 | ASMLASML HOLDING N V | 991 | $794.0M | 0.30% | |
| 75 | SPYSPDR S&P 500 ETF TR | 1,281 | $791.2M | 0.30% | |
| 76 | HDVISHARES TR | 6,599 | $773.2M | 0.29% | |
| 77 | XLESELECT SECTOR SPDR TR | 9,060 | $768.4M | 0.29% | |
| 78 | VSSVANGUARD INTL EQUITY INDEX F | 5,685 | $763.9M | 0.29% | |
| 79 | IWMISHARES TR | 3,426 | $739.3M | 0.28% | |
| 80 | SUBISHARES TR | 6,803 | $723.4M | 0.27% | |
| 81 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,102 | $702.6M | 0.27% | |
| 82 | XLBSELECT SECTOR SPDR TR | 7,725 | $678.3M | 0.26% | |
| 83 | HYDVANECK ETF TRUST | 13,213 | $663.4M | 0.25% | |
| 84 | DISDISNEY WALT CO | 5,268 | $653.3M | 0.25% | |
| 85 | ENBENBRIDGE INC | 14,153 | $641.4M | 0.24% | |
| 86 | GDGENERAL DYNAMICS CORP | 2,085 | $608.1M | 0.23% | |
| 87 | GSGOLDMAN SACHS GROUP INC | 851 | $602.0M | 0.23% | |
| 88 | TSLATESLA INC | 1,883 | $598.2M | 0.23% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 1,084 | $589.1M | 0.22% | |
| 90 | GILDGILEAD SCIENCES INC | 5,293 | $586.8M | 0.22% | |
| 91 | BMYBRISTOL-MYERS SQUIBB CO | 12,591 | $582.8M | 0.22% | |
| 92 | TMOTHERMO FISHER SCIENTIFIC INC | 1,388 | $562.7M | 0.21% | |
| 93 | RSPINVESCO EXCHANGE TRADED FD T | 3,030 | $550.7M | 0.21% | |
| 94 | VONVVANGUARD SCOTTSDALE FDS | 6,334 | $539.7M | 0.20% | |
| 95 | XLFISELECT SECTOR SPDR TR | 6,641 | $537.7M | 0.20% | |
| 96 | DNPDNP SELECT INCOME FD INC | 54,318 | $531.8M | 0.20% | |
| 97 | NOCNORTHROP GRUMMAN CORP | 1,047 | $523.5M | 0.20% | |
| 98 | HONHONEYWELL INTL INC | 2,151 | $500.8M | 0.19% | |
| 99 | VSTVISTRA CORP | 2,552 | $494.7M | 0.19% | |
| 100 | SPYVSPDR SERIES TRUST | 9,002 | $471.2M | 0.18% |
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