INVESTMENT PARTNERS, LTD. Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$242.8M

Holdings

146

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (146 positions)

#	Stock	Shares	Value	% Portfolio
1	IWFISHARES TR	36,426	$14.6M	6.02%
2	IWDISHARES TR	56,427	$10.4M	4.30%
3	MSFTMICROSOFT CORP	22,708	$9.6M	3.94%
4	VEAVANGUARD TAX-MANAGED FDS	191,734	$9.2M	3.78%
5	AAPLAPPLE INC	34,115	$8.5M	3.52%
6	NVDANVIDIA CORPORATION	46,640	$6.3M	2.58%
7	VWOVANGUARD INTL EQUITY INDEX F	139,969	$6.2M	2.54%
8	VIGVANGUARD SPECIALIZED FUNDS	30,238	$5.9M	2.44%
9	IVWISHARES TR	54,660	$5.5M	2.29%
10	LLYELI LILLY & CO	6,542	$5.1M	2.08%
11	IWPISHARES TR	39,034	$4.9M	2.04%
12	AQLTISHARES TR	68,150	$4.8M	1.97%
13	JPMJPMORGAN CHASE & CO.	19,415	$4.7M	1.92%
14	IWSISHARES TR	35,480	$4.6M	1.89%
15	IVEISHARES TR	23,882	$4.6M	1.88%
16	SHYGISHARES TR	97,040	$4.1M	1.70%
17	IGSBISHARES TR	78,228	$4.0M	1.67%
18	BSVVANGUARD BD INDEX FDS	50,961	$3.9M	1.62%
19	USMVISHARES TR	42,946	$3.8M	1.57%
20	EFAISHARES TR	48,955	$3.7M	1.52%
21	IVVISHARES TR	5,581	$3.3M	1.35%
22	ABBVABBVIE INC	17,199	$3.1M	1.26%
23	XLUSELECT SECTOR SPDR TR	38,795	$2.9M	1.21%
24	ORCLORACLE CORP	16,626	$2.8M	1.14%
25	IWNISHARES TR	16,769	$2.8M	1.13%
26	MUBISHARES TR	25,812	$2.8M	1.13%
27	BRK/BBERKSHIRE HATHAWAY INC DEL	5,822	$2.6M	1.09%
28	VOVANGUARD INDEX FDS	9,789	$2.6M	1.06%
29	PREFPRINCIPAL EXCHANGE TRADED FD	137,131	$2.6M	1.05%
30	IWOISHARES TR	8,676	$2.5M	1.03%
31	VSSVANGUARD INTL EQUITY INDEX F	21,348	$2.4M	1.01%
32	IAGGISHARES TR	43,968	$2.2M	0.90%
33	ADPAUTOMATIC DATA PROCESSING IN	7,388	$2.2M	0.89%
34	WMTWALMART INC	22,970	$2.1M	0.85%
35	SDYSPDR SER TR	15,509	$2.0M	0.84%
36	AEPAMERICAN ELEC PWR CO INC	21,401	$2.0M	0.81%
37	COSTCOSTCO WHSL CORP NEW	2,021	$1.9M	0.76%
38	IJHISHARES TR	29,598	$1.8M	0.76%
39	VNQVANGUARD INDEX FDS	20,463	$1.8M	0.75%
40	VBVANGUARD INDEX FDS	7,383	$1.8M	0.73%
41	MCDMCDONALDS CORP	6,078	$1.8M	0.73%
42	HDHOME DEPOT INC	4,400	$1.7M	0.70%
43	VIGIVANGUARD WHITEHALL FDS	21,263	$1.7M	0.70%
44	XOMEXXON MOBIL CORP	15,610	$1.7M	0.69%
45	PEPPEPSICO INC	11,021	$1.7M	0.69%
46	VVISA INC	5,143	$1.6M	0.67%
47	PGPROCTER AND GAMBLE CO	9,261	$1.6M	0.64%
48	DGROISHARES TR	25,109	$1.5M	0.63%
49	AMZNAMAZON COM INC	6,565	$1.4M	0.59%
50	UNHUNITEDHEALTH GROUP INC	2,695	$1.4M	0.56%
51	GOOGALPHABET INC	7,076	$1.3M	0.55%
52	HDEFDBX ETF TR	54,521	$1.3M	0.55%
53	GQ9SPDR GOLD TR	5,258	$1.3M	0.52%
54	CATCATERPILLAR INC	3,425	$1.2M	0.51%
55	CVXCHEVRON CORP NEW	8,392	$1.2M	0.50%
56	NDQINVESCO QQQ TR	2,254	$1.2M	0.47%
57	SLVISHARES SILVER TR	42,900	$1.1M	0.47%
58	EFAVISHARES TR	15,726	$1.1M	0.46%
59	XMPTVANECK ETF TRUST	51,326	$1.1M	0.45%
60	HBANHUNTINGTON BANCSHARES INC	66,330	$1.1M	0.44%
61	LMTLOCKHEED MARTIN CORP	2,109	$1.0M	0.42%
62	GOOGLALPHABET INC	5,377	$1.0M	0.42%
63	KOCOCA COLA CO	14,747	$918K	0.38%
64	SHMSPDR SER TR	19,350	$917K	0.38%
65	CSCOCISCO SYS INC	15,397	$912K	0.38%
66	JNJJOHNSON & JOHNSON	6,262	$906K	0.37%
67	DISDISNEY WALT CO	7,998	$891K	0.37%
68	IWMISHARES TR	3,940	$871K	0.36%
69	IBMINTERNATIONAL BUSINESS MACHS	3,954	$869K	0.36%
70	SDVYFIRST TR EXCHANGE-TRADED FD	23,997	$860K	0.35%
71	BMYBRISTOL-MYERS SQUIBB CO	14,378	$813K	0.33%
72	XLFSELECT SECTOR SPDR TR	16,514	$798K	0.33%
73	BACVERIZON COMMUNICATIONS INC	19,608	$784K	0.32%
74	XLESELECT SECTOR SPDR TR	9,047	$775K	0.32%
75	SPYSPDR S&P 500 ETF TR	1,282	$751K	0.31%
76	IBITISHARES BITCOIN TRUST ETF	13,980	$742K	0.31%
77	XLISELECT SECTOR SPDR TR	5,610	$739K	0.30%
78	HDVISHARES TR	6,571	$738K	0.30%
79	HYDVANECK ETF TRUST	13,890	$721K	0.30%
80	ASMLASML HOLDING N V	997	$691K	0.28%
81	ABTABBOTT LABS	6,005	$679K	0.28%
82	TMOTHERMO FISHER SCIENTIFIC INC	1,297	$675K	0.28%
83	TSLATESLA INC	1,658	$670K	0.28%
84	XLBSELECT SECTOR SPDR TR	7,725	$650K	0.27%
85	ENBENBRIDGE INC	15,162	$643K	0.26%
86	GDGENERAL DYNAMICS CORP	2,291	$604K	0.25%
87	ISRGINTUITIVE SURGICAL INC	1,111	$580K	0.24%
88	CRWDCROWDSTRIKE HLDGS INC	1,626	$556K	0.23%
89	PFEPFIZER INC	20,616	$547K	0.23%
90	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,748	$543K	0.22%
91	ADBEADOBE INC	1,197	$532K	0.22%
92	RSPINVESCO EXCHANGE TRADED FD T	3,030	$531K	0.22%
93	GILDGILEAD SCIENCES INC	5,747	$531K	0.22%
94	VONVVANGUARD SCOTTSDALE FDS	6,231	$506K	0.21%
95	XLFISELECT SECTOR SPDR TR	6,300	$495K	0.20%
96	NOCNORTHROP GRUMMAN CORP	1,047	$491K	0.20%
97	PRKPARK NATL CORP	2,780	$477K	0.20%
98	GSGOLDMAN SACHS GROUP INC	831	$476K	0.20%
99	MRKMERCK & CO INC	4,712	$469K	0.19%
100	DNPDNP SELECT INCOME FD INC	53,131	$469K	0.19%

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