Investment Partners

Investment Partners as of June 30, 2020

Portfolio Holdings for Investment Partners

Investment Partners holds 141 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 5.6 $9.5M 50k 191.94
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $8.4M 75k 112.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.0 $6.7M 66k 101.69
Microsoft Corporation (MSFT) 3.6 $6.1M 30k 203.51
Ishares Tr Core Msci Eafe (IEFA) 3.6 $6.0M 106k 57.16
Apple (AAPL) 3.4 $5.8M 16k 364.80
Ishares Tr Msci Min Vol Etf (USMV) 2.8 $4.8M 79k 60.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.8 $4.8M 57k 83.12
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 2.8 $4.7M 122k 38.79
Ishares Tr Core S&p500 Etf (IVV) 2.4 $4.1M 13k 309.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $3.6M 90k 39.61
Ishares Tr Msci Eafe Etf (EFA) 1.9 $3.2M 53k 60.87
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $3.1M 19k 163.89
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.9M 25k 117.19
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.6 $2.7M 26k 102.38
Ishares Tr Rus Mdcp Val Etf (IWS) 1.6 $2.7M 35k 76.54
Visa Com Cl A (V) 1.5 $2.6M 14k 193.20
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $2.3M 11k 207.48
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.3 $2.3M 14k 158.10
Ishares Tr Min Vol Eafe Etf (EFAV) 1.3 $2.2M 34k 66.06
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.1M 15k 145.69
Ishares Tr Rus 2000 Grw Etf (IWO) 1.3 $2.1M 10k 206.88
Tesla Motors (TSLA) 1.2 $2.1M 1.9k 1079.57
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $2.0M 21k 97.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $2.0M 36k 56.43
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $2.0M 29k 67.08
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $1.9M 18k 108.22
JPMorgan Chase & Co. (JPM) 1.1 $1.9M 20k 94.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.9M 6.0k 308.33
Home Depot (HD) 1.1 $1.8M 7.4k 250.51
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.7M 9.7k 177.78
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.6M 20k 78.54
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.9 $1.5M 25k 60.37
Procter & Gamble Company (PG) 0.9 $1.5M 12k 119.60
Ishares Tr Sh Tr Crport Etf (IGSB) 0.9 $1.5M 27k 54.71
Disney Walt Com Disney (DIS) 0.8 $1.4M 13k 111.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $1.4M 16k 91.19
Verizon Communications (VZ) 0.8 $1.4M 25k 55.12
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.4M 14k 96.61
American Electric Power Company (AEP) 0.8 $1.4M 17k 79.65
Cisco Systems (CSCO) 0.8 $1.3M 29k 46.64
Wal-Mart Stores (WMT) 0.8 $1.3M 11k 119.79
Eli Lilly & Co. (LLY) 0.7 $1.2M 7.5k 164.18
Johnson & Johnson (JNJ) 0.7 $1.2M 8.5k 140.58
Automatic Data Processing (ADP) 0.7 $1.2M 8.0k 148.93
Intel Corporation (INTC) 0.6 $1.1M 19k 59.84
Bristol Myers Squibb (BMY) 0.6 $1.1M 19k 58.80
Pepsi (PEP) 0.6 $1.0M 7.9k 132.27
Abbott Laboratories (ABT) 0.6 $1.0M 11k 91.43
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $1000k 23k 42.89
Pfizer (PFE) 0.6 $991k 30k 32.71
Coca-Cola Company (KO) 0.5 $926k 21k 44.67
Boeing Company (BA) 0.5 $919k 5.0k 183.36
Caterpillar (CAT) 0.5 $903k 7.1k 126.49
Oracle Corporation (ORCL) 0.5 $849k 15k 55.24
Amazon (AMZN) 0.5 $828k 300.00 2760.00
Lockheed Martin Corporation (LMT) 0.5 $813k 2.2k 364.90
Ishares Tr National Mun Etf (MUB) 0.5 $773k 6.7k 115.34
Ishares Tr Core High Dv Etf (HDV) 0.4 $757k 9.3k 81.14
DNP Select Income Fund (DNP) 0.4 $750k 69k 10.87
Ishares Silver Tr Ishares (SLV) 0.4 $690k 41k 17.01
Ishares Tr Core Div Grwth (DGRO) 0.4 $663k 18k 37.58
Exxon Mobil Corporation (XOM) 0.4 $659k 15k 44.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $658k 3.7k 178.56
Merck & Co (MRK) 0.4 $626k 8.1k 77.30
At&t (T) 0.4 $621k 21k 30.21
Nextera Energy (NEE) 0.4 $617k 2.6k 240.08
Ishares Tr Russell 2000 Etf (IWM) 0.4 $609k 4.3k 143.19
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.4 $602k 8.9k 67.35
Allstate Corporation (ALL) 0.3 $573k 5.9k 96.99
UnitedHealth (UNH) 0.3 $550k 1.9k 294.91
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $543k 11k 49.68
International Business Machines (IBM) 0.3 $541k 4.5k 120.68
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $539k 9.3k 57.69
Adobe Systems Incorporated (ADBE) 0.3 $495k 1.1k 435.36
Lowe's Companies (LOW) 0.3 $493k 3.6k 135.11
Chevron Corporation (CVX) 0.3 $486k 5.4k 89.19
McDonald's Corporation (MCD) 0.3 $476k 2.6k 184.57
Thermo Fisher Scientific (TMO) 0.3 $448k 1.2k 362.17
Colgate-Palmolive Company (CL) 0.2 $408k 5.6k 73.21
Costco Wholesale Corporation (COST) 0.2 $395k 1.3k 302.91
Tiffany & Co. 0.2 $390k 3.2k 121.88
Enbridge (ENB) 0.2 $376k 12k 30.40
Becton, Dickinson and (BDX) 0.2 $361k 1.5k 239.55
Analog Devices (ADI) 0.2 $357k 2.9k 122.55
Clorox Company (CLX) 0.2 $353k 1.6k 219.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $338k 3.8k 88.30
Medtronic SHS (MDT) 0.2 $337k 3.7k 91.80
Progressive Corporation (PGR) 0.2 $327k 4.1k 80.19
Voya Prime Rate Tr Sh Ben Int 0.2 $327k 80k 4.07
Glaxosmithkline Sponsored Adr 0.2 $319k 7.8k 40.80
Dominion Resources (D) 0.2 $319k 3.9k 81.23
Accenture Plc Ireland Shs Class A (ACN) 0.2 $316k 1.5k 214.38
Norfolk Southern (NSC) 0.2 $307k 1.8k 175.33
Toro Company (TTC) 0.2 $304k 4.6k 66.27
Nike CL B (NKE) 0.2 $303k 3.1k 98.12
Biogen Idec (BIIB) 0.2 $294k 1.1k 267.27
L3harris Technologies (LHX) 0.2 $289k 1.7k 169.70
Cincinnati Financial Corporation (CINF) 0.2 $279k 4.4k 64.05
FactSet Research Systems (FDS) 0.2 $279k 850.00 328.24
3M Company (MMM) 0.2 $275k 1.8k 155.72
Yum! Brands (YUM) 0.2 $274k 3.2k 86.96
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $273k 5.5k 49.87
Kimberly-Clark Corporation (KMB) 0.2 $272k 1.9k 141.52
Illinois Tool Works (ITW) 0.2 $257k 1.5k 174.71
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $255k 1.8k 142.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $254k 180.00 1411.11
AFLAC Incorporated (AFL) 0.1 $251k 7.0k 36.05
PPG Industries (PPG) 0.1 $246k 2.3k 106.22
Air Products & Chemicals (APD) 0.1 $241k 997.00 241.73
Comcast Corp Cl A (CMCSA) 0.1 $240k 6.2k 38.92
Facebook Cl A (META) 0.1 $237k 1.0k 227.23
Vanguard World Fds Financials Etf (VFH) 0.1 $236k 4.1k 57.28
Select Sector Spdr Tr Technology (XLK) 0.1 $234k 2.2k 104.56
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $233k 2.4k 98.81
Us Bancorp Del Com New (USB) 0.1 $233k 6.3k 36.74
Chubb (CB) 0.1 $230k 1.8k 126.44
Bank of America Corporation (BAC) 0.1 $228k 9.6k 23.75
T. Rowe Price (TROW) 0.1 $226k 1.8k 123.56
Paychex (PAYX) 0.1 $222k 2.9k 75.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $220k 2.2k 100.27
Timken Company (TKR) 0.1 $219k 4.8k 45.53
Abbvie (ABBV) 0.1 $215k 2.2k 98.04
Eversource Energy (ES) 0.1 $215k 2.6k 83.37
Sirius Xm Holdings (SIRI) 0.1 $213k 36k 5.87
Scotts Miracle Gro Cl A (SMG) 0.1 $213k 1.6k 134.72
Spdr Gold Tr Gold Shs (GLD) 0.1 $208k 1.2k 167.61
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $207k 1.6k 127.78
Vanguard World Fds Energy Etf (VDE) 0.1 $205k 4.1k 50.25
Amgen (AMGN) 0.1 $205k 867.00 236.45
Select Sector Spdr Tr Communication (XLC) 0.1 $205k 3.8k 54.05
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.1 $205k 7.0k 29.12
Ishares Min Vol Emrg Mkt (EEMV) 0.1 $204k 3.9k 52.09
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $202k 935.00 216.04
Texas Instruments Incorporated (TXN) 0.1 $201k 1.6k 127.22
V.F. Corporation (VFC) 0.1 $201k 3.3k 60.82
Ford Motor Company (F) 0.1 $191k 31k 6.09
LCNB (LCNB) 0.1 $185k 12k 15.96
Key (KEY) 0.1 $168k 14k 12.18
Huntington Bancshares Incorporated (HBAN) 0.1 $135k 15k 9.06
Farmers Natl Banc Corp (FMNB) 0.1 $127k 11k 11.84