Investment Partners

Investment Partners as of March 31, 2019

Portfolio Holdings for Investment Partners

Investment Partners holds 142 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Europe Pacific ETF (VEA) 4.2 $5.8M 141k 40.87
iShares S&P 500 Index (IVV) 3.0 $4.2M 15k 284.55
iShares Russell 1000 Value Index (IWD) 3.0 $4.2M 34k 123.48
iShares Russell 2000 Value Index (IWN) 2.9 $4.0M 34k 119.90
iShares Russell 1000 Growth Index (IWF) 2.9 $3.9M 26k 151.36
SPDR S&P Dividend (SDY) 2.9 $3.9M 40k 99.41
iShares MSCI EAFE Index Fund (EFA) 2.7 $3.8M 59k 64.86
Microsoft Corporation (MSFT) 2.7 $3.8M 32k 117.94
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 2.5 $3.5M 64k 55.13
iShares Russell Midcap Value Index (IWS) 2.2 $3.1M 36k 86.87
iShares S&P MidCap 400 Index (IJH) 2.1 $2.9M 15k 189.43
Ishares Inc core msci emkt (IEMG) 1.9 $2.6M 50k 51.72
Vanguard Emerging Markets ETF (VWO) 1.7 $2.4M 57k 42.50
iShares Russell 2000 Growth Index (IWO) 1.7 $2.3M 12k 196.65
Boeing Company (BA) 1.6 $2.2M 5.7k 381.45
Utilities SPDR (XLU) 1.6 $2.2M 37k 58.16
JPMorgan Chase & Co. (JPM) 1.6 $2.1M 21k 101.24
Visa (V) 1.6 $2.1M 14k 156.20
iShares Russell Midcap Growth Idx. (IWP) 1.5 $2.0M 15k 135.68
Vanguard REIT ETF (VNQ) 1.4 $2.0M 23k 86.92
iShares S&P 1500 Index Fund (ITOT) 1.4 $2.0M 31k 64.39
iShares Dow Jones US Energy Sector (IYE) 1.3 $1.8M 50k 36.03
iShares S&P 500 Growth Index (IVW) 1.3 $1.8M 10k 172.37
Alerian Mlp Etf 1.2 $1.6M 163k 10.03
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.2 $1.6M 27k 60.77
SPDR Wells Fargo Prfd Stk ETF (PSK) 1.2 $1.6M 38k 42.68
Home Depot (HD) 1.1 $1.6M 8.1k 191.91
Cisco Systems (CSCO) 1.1 $1.5M 29k 53.98
iShares S&P 500 Value Index (IVE) 1.1 $1.5M 14k 112.78
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.1 $1.5M 29k 52.80
American Electric Power Company (AEP) 1.1 $1.5M 18k 83.76
Verizon Communications (VZ) 1.1 $1.5M 25k 59.13
Pfizer (PFE) 1.1 $1.5M 34k 42.48
Spdr S&p 500 Etf (SPY) 1.0 $1.4M 5.0k 282.51
Walt Disney Company (DIS) 1.0 $1.4M 13k 111.07
Automatic Data Processing (ADP) 1.0 $1.4M 8.6k 159.74
Johnson & Johnson (JNJ) 1.0 $1.3M 9.5k 139.81
Vanguard Short-Term Bond ETF (BSV) 0.9 $1.3M 16k 79.61
Ishares High Dividend Equity F (HDV) 0.9 $1.3M 14k 93.27
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.9 $1.3M 12k 104.15
Procter & Gamble Company (PG) 0.9 $1.2M 12k 104.02
Dowdupont 0.8 $1.1M 22k 53.32
Exxon Mobil Corporation (XOM) 0.8 $1.1M 14k 80.77
Wal-Mart Stores (WMT) 0.8 $1.1M 11k 97.53
Berkshire Hathaway (BRK.B) 0.8 $1.0M 5.2k 200.89
Apple (AAPL) 0.7 $1.0M 5.4k 190.01
Intel Corporation (INTC) 0.7 $966k 18k 53.72
Coca-Cola Company (KO) 0.7 $955k 20k 46.87
Bristol Myers Squibb (BMY) 0.6 $888k 19k 47.72
Abbott Laboratories (ABT) 0.6 $874k 11k 79.91
Oracle Corporation (ORCL) 0.6 $848k 16k 53.68
SPDR S&P International Dividend (DWX) 0.6 $832k 22k 38.01
Eli Lilly & Co. (LLY) 0.6 $819k 6.3k 129.81
Pepsi (PEP) 0.6 $821k 6.7k 122.61
Caterpillar (CAT) 0.6 $783k 5.8k 135.51
Chevron Corporation (CVX) 0.6 $780k 6.3k 123.16
At&t (T) 0.6 $764k 24k 31.37
SPDR Dow Jones Global Real Estate (RWO) 0.5 $741k 15k 50.02
Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) 0.5 $715k 13k 56.66
Ishares Tr usa min vo (USMV) 0.5 $658k 11k 58.80
Merck & Co (MRK) 0.5 $647k 7.8k 83.20
iShares Russell 2000 Index (IWM) 0.5 $652k 4.3k 153.02
International Business Machines (IBM) 0.5 $639k 4.5k 141.12
Allstate Corporation (ALL) 0.4 $592k 6.3k 94.18
Abbvie (ABBV) 0.4 $600k 7.4k 80.62
Invesco S&p 500 Low Volatility Etf (SPLV) 0.4 $601k 11k 52.65
iShares Silver Trust (SLV) 0.4 $567k 40k 14.18
Lockheed Martin Corporation (LMT) 0.4 $528k 1.8k 300.34
Nextera Energy (NEE) 0.4 $506k 2.6k 193.13
Enbridge (ENB) 0.4 $504k 14k 36.25
McDonald's Corporation (MCD) 0.3 $483k 2.5k 189.86
Colgate-Palmolive Company (CL) 0.3 $487k 7.1k 68.55
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.3 $468k 8.4k 55.72
Ishares Tr cmn (STIP) 0.3 $461k 4.6k 99.63
3M Company (MMM) 0.3 $437k 2.1k 207.80
Cincinnati Financial Corporation (CINF) 0.3 $415k 4.8k 85.90
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) 0.3 $413k 26k 15.88
Thermo Fisher Scientific (TMO) 0.3 $407k 1.5k 274.07
United Technologies Corporation 0.3 $398k 3.1k 128.93
Lowe's Companies (LOW) 0.3 $399k 3.6k 109.47
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $404k 8.6k 46.75
Amgen (AMGN) 0.3 $376k 2.0k 190.19
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.3 $370k 6.2k 59.54
AFLAC Incorporated (AFL) 0.2 $340k 6.8k 50.01
Danaher Corporation (DHR) 0.2 $341k 2.6k 132.02
iShares Russell Midcap Index Fund (IWR) 0.2 $339k 6.3k 53.98
Tiffany & Co. 0.2 $338k 3.2k 105.62
Becton, Dickinson and (BDX) 0.2 $332k 1.3k 249.62
U.S. Bancorp (USB) 0.2 $320k 6.6k 48.16
Norfolk Southern (NSC) 0.2 $320k 1.7k 186.81
Analog Devices (ADI) 0.2 $318k 3.0k 105.19
Texas Instruments Incorporated (TXN) 0.2 $325k 3.1k 106.04
UnitedHealth (UNH) 0.2 $320k 1.3k 247.68
Amazon (AMZN) 0.2 $312k 175.00 1782.86
Progressive Corporation (PGR) 0.2 $309k 4.3k 72.13
GlaxoSmithKline 0.2 $306k 7.3k 41.77
Vanguard Dividend Appreciation ETF (VIG) 0.2 $299k 2.7k 109.56
Medtronic (MDT) 0.2 $310k 3.4k 91.02
Yum! Brands (YUM) 0.2 $297k 3.0k 99.80
Accenture (ACN) 0.2 $290k 1.6k 175.86
DTE Energy Company (DTE) 0.2 $288k 2.3k 124.68
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $294k 6.1k 48.40
Bank of America Corporation (BAC) 0.2 $283k 10k 27.63
PPG Industries (PPG) 0.2 $271k 2.4k 112.96
V.F. Corporation (VFC) 0.2 $279k 3.2k 86.89
Harris Corporation 0.2 $276k 1.7k 159.81
Clorox Company (CLX) 0.2 $271k 1.7k 160.64
United States Oil Fund 0.2 $275k 22k 12.50
Old Republic International Corporation (ORI) 0.2 $275k 13k 20.95
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $276k 2.6k 104.31
Costco Wholesale Corporation (COST) 0.2 $265k 1.1k 242.45
Kimberly-Clark Corporation (KMB) 0.2 $263k 2.1k 124.06
Adobe Systems Incorporated (ADBE) 0.2 $266k 1.0k 266.00
Peoples Ban (PEBO) 0.2 $268k 8.7k 30.98
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $266k 2.4k 111.20
Alphabet Inc Class C cs (GOOG) 0.2 $257k 219.00 1173.52
Key (KEY) 0.2 $246k 16k 15.77
iShares Barclays TIPS Bond Fund (TIP) 0.2 $249k 2.2k 112.93
Vanguard Russell 1000 Value Et (VONV) 0.2 $246k 2.3k 107.89
Farmers Natl Banc Corp (FMNB) 0.2 $250k 18k 13.81
Ishares Tr eafe min volat (EFAV) 0.2 $252k 3.5k 71.88
Chubb (CB) 0.2 $251k 1.8k 140.22
Invesco Dwa Technology Momentum Etf dwa technology (PTF) 0.2 $255k 3.8k 67.68
Invesco Dwa Industrials Momentum Etf dwa indls mumt (PRN) 0.2 $243k 4.0k 61.19
Timken Company (TKR) 0.2 $236k 5.4k 43.70
Diageo (DEO) 0.2 $231k 1.4k 163.60
Biogen Idec (BIIB) 0.2 $236k 1.0k 236.00
Wec Energy Group (WEC) 0.2 $235k 3.0k 79.02
Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) 0.2 $233k 7.1k 32.83
Paychex (PAYX) 0.2 $228k 2.8k 80.17
Philip Morris International (PM) 0.2 $223k 2.5k 88.32
iShares S&P SmallCap 600 Index (IJR) 0.2 $222k 2.9k 77.27
Ishares Tr core div grwth (DGRO) 0.2 $220k 6.0k 36.73
Health Care SPDR (XLV) 0.1 $213k 2.3k 91.77
SYSCO Corporation (SYY) 0.1 $212k 3.2k 66.79
Illinois Tool Works (ITW) 0.1 $205k 1.4k 143.36
FactSet Research Systems (FDS) 0.1 $209k 840.00 248.81
Phillips 66 (PSX) 0.1 $207k 2.2k 95.39
PIMCO Corporate Opportunity Fund (PTY) 0.1 $190k 11k 17.51
DNP Select Income Fund (DNP) 0.1 $162k 14k 11.51
Huntington Bancshares Incorporated (HBAN) 0.1 $130k 10k 12.64
Voya Prime Rate Trust sh ben int 0.1 $80k 17k 4.79