Investment Partners
Latest statistics and disclosures from Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, VEA, IWD, MSFT, AAPL, and represent 22.58% of Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: ETHA, XMPT, VEA, MUB, AAPL, SHYG, ETN, BSV, IGSB, IBIT.
- Started 4 new stock positions in GEV, PAVE, ETHA, ARTY.
- Reduced shares in these 10 stocks: ABBV, , , KOF, PRU, SIF, , TEAM, SPGI, LOW.
- Sold out of its positions in ADBE, TEAM, MUA, KOF, CMCSA, PRU, SPGI, UNH.
- Investment Partners was a net buyer of stock by $1.1M.
- Investment Partners has $284M in assets under management (AUM), dropping by 7.49%.
- Central Index Key (CIK): 0001050068
Tip: Access up to 7 years of quarterly data
Positions held by Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Investment Partners
Investment Partners holds 154 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.9 | $17M | 36k | 468.41 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.4 | $16M | +2% | 258k | 59.92 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 4.1 | $12M | 58k | 203.59 |
|
|
| Microsoft Corporation (MSFT) | 3.8 | $11M | 21k | 517.95 |
|
|
| Apple (AAPL) | 3.2 | $9.2M | +4% | 36k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $8.8M | 47k | 186.58 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $8.4M | 155k | 54.18 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $6.5M | 30k | 215.79 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $6.5M | 54k | 120.72 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $6.1M | +5% | 77k | 78.91 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.1 | $5.9M | +2% | 41k | 142.41 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $5.7M | 18k | 315.43 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.9 | $5.5M | +5% | 103k | 53.03 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $5.4M | 62k | 87.31 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.9 | $5.4M | 38k | 139.67 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.8 | $5.0M | +7% | 115k | 43.30 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $4.9M | 24k | 206.51 |
|
|
| Eli Lilly & Co. (LLY) | 1.7 | $4.7M | -2% | 6.1k | 762.98 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $4.5M | 48k | 93.37 |
|
|
| Oracle Corporation (ORCL) | 1.5 | $4.2M | 15k | 281.23 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $3.5M | 36k | 95.14 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $3.4M | 39k | 87.21 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $3.3M | 4.9k | 669.32 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.1 | $3.1M | 18k | 176.81 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $3.1M | +15% | 29k | 106.49 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $2.8M | 8.8k | 320.02 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.8M | 5.6k | 502.78 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 1.0 | $2.8M | +5% | 54k | 51.23 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $2.7M | 9.3k | 293.75 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $2.7M | +11% | 42k | 65.00 |
|
| American Electric Power Company (AEP) | 0.8 | $2.4M | 21k | 112.50 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $2.3M | +8% | 54k | 42.79 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.8 | $2.2M | 16k | 140.05 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $2.1M | 7.1k | 293.50 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $2.1M | 20k | 103.06 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.0M | +10% | 8.2k | 243.56 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.9M | 2.1k | 925.61 |
|
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.7 | $1.9M | 100k | 19.14 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $1.9M | 21k | 89.57 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.9M | 29k | 65.26 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $1.9M | 21k | 91.42 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.9M | -2% | 5.3k | 355.47 |
|
| Home Depot (HD) | 0.7 | $1.9M | +3% | 4.6k | 405.17 |
|
| McDonald's Corporation (MCD) | 0.7 | $1.9M | 6.1k | 303.91 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $1.8M | 43k | 42.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.8M | 16k | 112.75 |
|
|
| Caterpillar (CAT) | 0.6 | $1.7M | 3.6k | 477.20 |
|
|
| Amazon (AMZN) | 0.6 | $1.7M | 7.8k | 219.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.7M | +13% | 7.0k | 243.10 |
|
| Vaneck Etf Trust Cef Muni Income (XMPT) | 0.6 | $1.7M | +45% | 77k | 21.89 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.7M | 6.6k | 254.27 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.6 | $1.7M | NEW | 52k | 31.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.7M | 2.8k | 600.39 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.6 | $1.6M | 55k | 29.42 |
|
|
| Pepsi (PEP) | 0.6 | $1.6M | 11k | 140.44 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | 22k | 68.08 |
|
|
| Visa Com Cl A (V) | 0.5 | $1.5M | -4% | 4.4k | 341.35 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.5M | +4% | 8.1k | 182.42 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.2M | 7.9k | 153.64 |
|
|
| Chevron Corporation (CVX) | 0.4 | $1.2M | 7.8k | 155.29 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.0M | -7% | 61k | 17.27 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.0M | +22% | 1.6k | 666.35 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.0M | 2.0k | 499.11 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $991k | 5.3k | 185.41 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $963k | 995.00 | 968.07 |
|
|
| Abbvie (ABBV) | 0.3 | $939k | -76% | 4.1k | 231.51 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $929k | 11k | 84.83 |
|
|
| International Business Machines (IBM) | 0.3 | $923k | 3.3k | 282.18 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $915k | 24k | 38.02 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $910k | 17k | 53.87 |
|
|
| Coca-Cola Company (KO) | 0.3 | $908k | 14k | 66.32 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $891k | +8% | 1.8k | 490.38 |
|
| Cisco Systems (CSCO) | 0.3 | $888k | 13k | 68.42 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $865k | 5.6k | 154.23 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $856k | +17% | 8.0k | 106.78 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $855k | +3% | 3.5k | 241.94 |
|
| Tesla Motors (TSLA) | 0.3 | $837k | 1.9k | 444.72 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $819k | -5% | 2.9k | 279.33 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $810k | 6.6k | 122.45 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $784k | -3% | 5.5k | 142.56 |
|
| Verizon Communications (VZ) | 0.3 | $771k | -8% | 18k | 43.95 |
|
| Abbott Laboratories (ABT) | 0.3 | $763k | -5% | 5.7k | 133.95 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $762k | +13% | 15k | 50.90 |
|
| General Dynamics Corporation (GD) | 0.3 | $736k | +3% | 2.2k | 341.03 |
|
| Enbridge (ENB) | 0.3 | $720k | 14k | 50.46 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $713k | -11% | 8.0k | 89.34 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $692k | 7.7k | 89.62 |
|
|
| Goldman Sachs (GS) | 0.2 | $675k | 847.00 | 796.41 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $673k | 1.4k | 485.11 |
|
|
| Micron Technology (MU) | 0.2 | $660k | +28% | 3.9k | 167.31 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $638k | 1.0k | 609.35 |
|
|
| Walt Disney Company (DIS) | 0.2 | $594k | 5.2k | 114.50 |
|
|
| Gilead Sciences (GILD) | 0.2 | $591k | 5.3k | 110.99 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $586k | +3% | 13k | 45.10 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $575k | 3.0k | 189.72 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $568k | 6.4k | 89.37 |
|
|
| DNP Select Income Fund (DNP) | 0.2 | $548k | 55k | 10.01 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $540k | +144% | 1.4k | 374.21 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $512k | +5% | 1.1k | 447.23 |
|
| Vistra Energy (VST) | 0.2 | $501k | 2.6k | 195.91 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $498k | 9.0k | 55.33 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.2 | $494k | +8% | 10k | 47.58 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $494k | -5% | 6.3k | 78.37 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $493k | 3.5k | 142.09 |
|
|
| Blackrock (BLK) | 0.2 | $491k | 421.00 | 1165.53 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $481k | 1.6k | 300.83 |
|
|
| Allstate Corporation (ALL) | 0.2 | $477k | 2.2k | 214.68 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.2 | $475k | 3.0k | 158.10 |
|
|
| Pfizer (PFE) | 0.2 | $462k | 18k | 25.48 |
|
|
| Honeywell International (HON) | 0.2 | $457k | 2.2k | 210.49 |
|
|
| Park National Corporation (PRK) | 0.2 | $452k | 2.8k | 162.53 |
|
|
| Merck & Co (MRK) | 0.1 | $413k | -2% | 4.9k | 83.94 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $401k | 3.6k | 110.49 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $394k | 7.6k | 51.59 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $392k | 3.5k | 111.70 |
|
|
| Cava Group Ord (CAVA) | 0.1 | $382k | +49% | 6.3k | 60.41 |
|
| Palo Alto Networks (PANW) | 0.1 | $381k | +5% | 1.9k | 203.62 |
|
| Intel Corporation (INTC) | 0.1 | $374k | 11k | 33.55 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $368k | 5.0k | 73.48 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $363k | 756.00 | 479.68 |
|
|
| Analog Devices (ADI) | 0.1 | $359k | -2% | 1.5k | 245.78 |
|
| Boeing Company (BA) | 0.1 | $358k | 1.7k | 215.89 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $356k | +6% | 17k | 20.93 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $343k | 1.7k | 201.48 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $331k | +12% | 451.00 | 734.52 |
|
| Morgan Stanley Com New (MS) | 0.1 | $329k | 2.1k | 158.99 |
|
|
| Affiliated Managers (AMG) | 0.1 | $329k | -6% | 1.4k | 238.46 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $311k | 3.0k | 104.51 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $311k | 3.9k | 79.93 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $303k | -13% | 3.6k | 84.61 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $302k | 2.0k | 150.86 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $301k | +26% | 1.7k | 172.88 |
|
| At&t (T) | 0.1 | $296k | 11k | 28.24 |
|
|
| Synopsys (SNPS) | 0.1 | $276k | +26% | 560.00 | 493.39 |
|
| Yum! Brands (YUM) | 0.1 | $275k | -9% | 1.8k | 151.99 |
|
| Jacobs Engineering Group (J) | 0.1 | $273k | +5% | 1.8k | 149.86 |
|
| Kla Corp Com New (KLAC) | 0.1 | $270k | 250.00 | 1078.60 |
|
|
| Nextera Energy (NEE) | 0.1 | $268k | 3.5k | 75.49 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $267k | -11% | 5.1k | 52.06 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $257k | -10% | 1.4k | 178.11 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $253k | +10% | 424.00 | 596.03 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $243k | NEW | 5.1k | 47.63 |
|
| Wells Fargo & Company (WFC) | 0.1 | $240k | +2% | 2.9k | 83.81 |
|
| General Mills (GIS) | 0.1 | $240k | 4.8k | 50.42 |
|
|
| Super Micro Computer Com New (SMCI) | 0.1 | $240k | 5.0k | 47.94 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $232k | NEW | 5.1k | 45.78 |
|
| McKesson Corporation (MCK) | 0.1 | $232k | 300.00 | 772.54 |
|
|
| Ge Vernova (GEV) | 0.1 | $220k | NEW | 358.00 | 615.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $219k | 1.8k | 118.82 |
|
|
| Lowe's Companies (LOW) | 0.1 | $205k | -46% | 817.00 | 251.31 |
|
| Netflix (NFLX) | 0.1 | $205k | 171.00 | 1198.92 |
|
|
| SIFCO Industries (SIF) | 0.0 | $138k | -65% | 20k | 7.04 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $89k | 10k | 8.89 |
|
|
| Encore Energy Corp Com New (EU) | 0.0 | $67k | 21k | 3.21 |
|
Past Filings by Investment Partners
SEC 13F filings are viewable for Investment Partners going back to 2014
- Investment Partners 2025 Q3 filed Nov. 7, 2025
- Investment Partners 2025 Q2 filed Aug. 8, 2025
- Investment Partners 2025 Q1 filed April 30, 2025
- Investment Partners 2024 Q4 filed Feb. 6, 2025
- Investment Partners 2024 Q3 filed Nov. 4, 2024
- Investment Partners 2024 Q1 filed April 16, 2024
- Investment Partners 2023 Q4 filed Feb. 2, 2024
- Investment Partners 2023 Q3 filed Oct. 31, 2023
- Investment Partners 2023 Q2 filed Aug. 8, 2023
- Investment Partners 2023 Q1 filed May 8, 2023
- Investment Partners 2022 Q4 filed Jan. 18, 2023
- Investment Partners 2022 Q3 filed Oct. 21, 2022
- Investment Partners 2022 Q2 filed Aug. 5, 2022
- Investment Partners 2022 Q1 filed April 22, 2022
- Investment Partners 2021 Q4 filed Feb. 4, 2022
- Investment Partners 2021 Q3 filed Oct. 13, 2021