INVESTMENT PARTNERS, LTD. Portfolio Holdings - 13F Filings | 13F Fund Database
INVESTMENT PARTNERS, LTD. 13F Holdings
CIK 0001050068 · NEW PHILADELPHIA, OH
As of Sep 30, 2025, INVESTMENT PARTNERS, LTD. reported
154 positions worth $284.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 35,995 |
|
6.9M5.94% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 258,233 |
5.5M | 5.45% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 57,714 |
1.7M | 4.14% |
| MICROSOFT CORP | MSFT | Technology | 21,002 |
0.9M | 3.83% |
| APPLE INC | AAPL | Technology | 36,044 | $9.2M | 3.23% |
| NVIDIA CORP | NVDA | Technology | 47,091 | $8.8M | 3.09% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 155,003 | $8.4M | 2.96% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 30,267 | $6.5M | 2.30% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 53,748 | $6.5M | 2.28% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 77,208 | $6.1M | 2.15% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 41,396 | $5.9M | 2.08% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,916 | $5.7M | 1.99% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 103,266 | $5.5M | 1.93% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 61,992 | $5.4M | 1.91% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 38,318 | $5.4M | 1.88% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 115,221 | $5.0M | 1.76% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 23,706 | $4.9M | 1.72% |
| ELI LILLY & CO | LLY | Healthcare | 6,143 | $4.7M | 1.65% |
| ISHARES MSCI EAFE ETF | EFA | — | 47,812 | $4.5M | 1.57% |
| ORACLE CORP | ORCL | Technology | 14,811 | $4.2M | 1.47% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 36,373 | $3.5M | 1.22% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 39,071 | $3.4M | 1.20% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,903 | $3.3M | 1.16% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 17,570 | $3.1M | 1.09% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 28,725 | $3.1M | 1.08% |