INVESTMENT PARTNERS, LTD. Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$284.0M
Holdings
154
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (154 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $16.9M |
VEAVANGUARD TAX-MANAGED FDS | $15.5M |
IWDISHARES TR | $11.7M |
MSFTMICROSOFT CORP | $10.9M |
AAPLAPPLE INC | $9.2M |
NVDANVIDIA CORPORATION | $8.8M |
VWOVANGUARD INTL EQUITY INDEX F | $8.4M |
VIGVANGUARD SPECIALIZED FUNDS | $6.5M |
IVWISHARES TR | $6.5M |
BSVVANGUARD BD INDEX FDS | $6.1M |
IWPISHARES TR | $5.9M |
JPMJPMORGAN CHASE & CO. | $5.7M |
IGSBISHARES TR | $5.5M |
AQLTISHARES TR | $5.4M |
IWSISHARES TR | $5.4M |
SHYGISHARES TR | $5.0M |
IVEISHARES TR | $4.9M |
LLYELI LILLY & CO | $4.7M |
EFAISHARES TR | $4.5M |
ORCLORACLE CORP | $4.2M |
USMVISHARES TR | $3.5M |
XLUSELECT SECTOR SPDR TR | $3.4M |
IVVISHARES TR | $3.3M |
IWNISHARES TR | $3.1M |
MUBISHARES TR | $3.1M |
IWOISHARES TR | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.8M |
IAGGISHARES TR | $2.8M |
VOVANGUARD INDEX FDS | $2.7M |
IBITISHARES BITCOIN TRUST ETF | $2.7M |
AEPAMERICAN ELEC PWR CO INC | $2.4M |
SPDWSPDR INDEX SHS FDS | $2.3M |
SDYSPDR SERIES TRUST | $2.2M |
ADPAUTOMATIC DATA PROCESSING IN | $2.1M |
WMTWALMART INC | $2.1M |
GOOGALPHABET INC | $2.0M |
COSTCOSTCO WHSL CORP NEW | $1.9M |
PREFPRINCIPAL EXCHANGE TRADED FD | $1.9M |
VIGIVANGUARD WHITEHALL FDS | $1.9M |
IJHISHARES TR | $1.9M |
VNQVANGUARD INDEX FDS | $1.9M |
GQ9SPDR GOLD TR | $1.9M |
HDHOME DEPOT INC | $1.9M |
MCDMCDONALDS CORP | $1.9M |
SLVISHARES SILVER TR | $1.8M |
XOMEXXON MOBIL CORP | $1.8M |
CATCATERPILLAR INC | $1.7M |
AMZNAMAZON COM INC | $1.7M |
GOOGLALPHABET INC | $1.7M |
XMPTVANECK ETF TRUST | $1.7M |
VBVANGUARD INDEX FDS | $1.7M |
ETHAISHARES ETHEREUM TR | $1.7M |
NDQINVESCO QQQ TR | $1.7M |
HDEFDBX ETF TR | $1.6M |
PEPPEPSICO INC | $1.6M |
DGROISHARES TR | $1.5M |
VVISA INC | $1.5M |
PLTRPALANTIR TECHNOLOGIES INC | $1.5M |
PGPROCTER AND GAMBLE CO | $1.2M |
CVXCHEVRON CORP NEW | $1.2M |
HBANHUNTINGTON BANCSHARES INC | $1.0M |
SPYSPDR S&P 500 ETF TR | $1.0M |
LMTLOCKHEED MARTIN CORP | $1.0M |
JNJJOHNSON & JOHNSON | $991K |
ASMLASML HOLDING N V | $963K |
ABBVABBVIE INC | $939K |
EFAVISHARES TR | $929K |
IBMINTERNATIONAL BUSINESS MACHS | $923K |
SDVYFIRST TR EXCHANGE-TRADED FD | $915K |
XLFSELECT SECTOR SPDR TR | $910K |
KOCOCA COLA CO | $907K |
CRWDCROWDSTRIKE HLDGS INC | $891K |
CSCOCISCO SYS INC | $888K |
XLISELECT SECTOR SPDR TR | $865K |
SUBISHARES TR | $856K |
IWMISHARES TR | $855K |
TSLATESLA INC | $837K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $819K |
HDVISHARES TR | $810K |
VSSVANGUARD INTL EQUITY INDEX F | $784K |
BACVERIZON COMMUNICATIONS INC | $771K |
ABTABBOTT LABS | $763K |
HYDVANECK ETF TRUST | $762K |
GDGENERAL DYNAMICS CORP | $736K |
ENBENBRIDGE INC | $720K |
XLESELECT SECTOR SPDR TR | $713K |
XLBSELECT SECTOR SPDR TR | $692K |
GSGOLDMAN SACHS GROUP INC | $675K |
TMOTHERMO FISHER SCIENTIFIC INC | $673K |
MUMICRON TECHNOLOGY INC | $660K |
NOCNORTHROP GRUMMAN CORP | $638K |
DISDISNEY WALT CO | $594K |
GILDGILEAD SCIENCES INC | $591K |
BMYBRISTOL-MYERS SQUIBB CO | $586K |
RSPINVESCO EXCHANGE TRADED FD T | $575K |
VONVVANGUARD SCOTTSDALE FDS | $568K |
DNPDNP SELECT INCOME FD INC | $548K |
ETNEATON CORP PLC | $540K |
ISRGINTUITIVE SURGICAL INC | $512K |
VSTVISTRA CORP | $501K |
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