Investment Partners

Investment Partners as of March 31, 2024

Portfolio Holdings for Investment Partners

Investment Partners holds 142 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 5.8 $13M 38k 337.05
Ishares Tr Rus 1000 Val Etf (IWD) 4.8 $11M 59k 179.11
Microsoft Corporation (MSFT) 4.1 $9.1M 22k 420.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.8 $8.5M 169k 50.17
Apple (AAPL) 2.8 $6.2M 36k 171.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $5.7M 136k 41.77
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $5.4M 30k 182.61
Ishares Tr Core Msci Eafe (IEFA) 2.3 $5.1M 69k 74.22
Eli Lilly & Co. (LLY) 2.3 $5.1M 6.6k 778.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $4.8M 42k 114.14
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $4.6M 55k 84.44
Ishares Tr Rus Mdcp Val Etf (IWS) 2.1 $4.6M 36k 125.33
Ishares Tr S&p 500 Val Etf (IVE) 2.0 $4.5M 24k 186.81
Ishares Tr Msci Eafe Etf (EFA) 1.8 $3.9M 49k 79.86
JPMorgan Chase & Co. (JPM) 1.7 $3.8M 19k 200.30
Ishares Tr Msci Usa Min Vol (USMV) 1.6 $3.6M 43k 83.58
Ishares Tr National Mun Etf (MUB) 1.6 $3.4M 32k 107.60
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $3.4M 21k 158.81
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.5 $3.3M 78k 42.55
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.1M 6.0k 525.69
Abbvie (ABBV) 1.4 $3.1M 17k 182.10
Spdr Ser Tr S&p Divid Etf (SDY) 1.4 $3.0M 23k 131.24
Ishares Tr Rus 2000 Grw Etf (IWO) 1.3 $3.0M 11k 270.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $2.7M 23k 116.84
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.6M 10k 249.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $2.6M 39k 65.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.4M 5.8k 420.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.4M 32k 76.67
Principal Exchange Traded Spectrum Pfd (PREF) 1.1 $2.4M 131k 18.15
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $2.3M 28k 81.53
Oracle Corporation (ORCL) 1.0 $2.2M 17k 125.61
NVIDIA Corporation (NVDA) 1.0 $2.1M 2.4k 903.39
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $2.0M 39k 51.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.9M 32k 60.74
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.9M 8.1k 228.58
Pepsi (PEP) 0.8 $1.9M 11k 175.00
Exxon Mobil Corporation (XOM) 0.8 $1.8M 16k 116.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.8M 21k 86.48
American Electric Power Company (AEP) 0.8 $1.7M 20k 86.10
Automatic Data Processing (ADP) 0.8 $1.7M 6.8k 249.72
Ishares Tr Core Intl Aggr (IAGG) 0.7 $1.7M 33k 49.95
Home Depot (HD) 0.7 $1.6M 4.1k 383.56
Visa Com Cl A (V) 0.7 $1.5M 5.4k 279.07
Costco Wholesale Corporation (COST) 0.7 $1.5M 2.0k 732.75
McDonald's Corporation (MCD) 0.7 $1.5M 5.2k 281.97
Wal-Mart Stores (WMT) 0.6 $1.4M 23k 60.17
Caterpillar (CAT) 0.6 $1.3M 3.6k 366.47
Procter & Gamble Company (PG) 0.6 $1.3M 8.2k 162.25
UnitedHealth (UNH) 0.6 $1.3M 2.6k 494.74
Chevron Corporation (CVX) 0.6 $1.3M 7.9k 157.75
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $1.1M 16k 70.88
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.1M 7.4k 152.26
Cisco Systems (CSCO) 0.5 $1.1M 22k 49.91
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.1M 5.2k 205.72
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.1M 18k 58.06
Amazon (AMZN) 0.5 $1.0M 5.8k 180.38
Walt Disney Company (DIS) 0.5 $1.0M 8.2k 122.36
Huntington Bancshares Incorporated (HBAN) 0.5 $993k 71k 13.95
Ishares Silver Tr Ishares (SLV) 0.4 $976k 43k 22.75
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $965k 20k 47.44
Johnson & Johnson (JNJ) 0.4 $954k 6.0k 158.20
Coca-Cola Company (KO) 0.4 $933k 15k 61.18
Abbott Laboratories (ABT) 0.4 $930k 8.2k 113.66
Verizon Communications (VZ) 0.4 $904k 22k 41.96
Lockheed Martin Corporation (LMT) 0.4 $892k 2.0k 454.92
Asml Holding N V N Y Registry Shs (ASML) 0.4 $871k 898.00 970.08
Thermo Fisher Scientific (TMO) 0.4 $870k 1.5k 581.12
Select Sector Spdr Tr Energy (XLE) 0.4 $852k 9.0k 94.41
Merck & Co (MRK) 0.4 $838k 6.4k 131.95
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $837k 16k 52.26
Ishares Tr Russell 2000 Etf (IWM) 0.4 $828k 3.9k 210.30
Bristol Myers Squibb (BMY) 0.4 $811k 15k 54.23
International Business Machines (IBM) 0.3 $770k 4.0k 190.98
Ishares Tr Core High Dv Etf (HDV) 0.3 $755k 6.8k 110.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $748k 1.7k 443.98
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $741k 21k 34.82
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $718k 7.7k 92.89
Alphabet Cap Stk Cl A (GOOGL) 0.3 $710k 4.7k 150.93
Select Sector Spdr Tr Indl (XLI) 0.3 $707k 5.6k 125.96
Intel Corporation (INTC) 0.3 $688k 16k 44.17
Select Sector Spdr Tr Financial (XLF) 0.3 $687k 16k 42.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $681k 1.3k 523.13
Boeing Company (BA) 0.3 $617k 3.2k 192.99
Adobe Systems Incorporated (ADBE) 0.3 $585k 1.2k 504.60
Pfizer (PFE) 0.3 $572k 21k 27.75
BP Sponsored Adr (BP) 0.3 $554k 15k 37.68
General Dynamics Corporation (GD) 0.2 $545k 1.9k 282.50
Northrop Grumman Corporation (NOC) 0.2 $530k 1.1k 478.66
Crowdstrike Hldgs Cl A (CRWD) 0.2 $525k 1.6k 320.59
Enbridge (ENB) 0.2 $519k 14k 36.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $513k 3.0k 169.37
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $484k 6.2k 78.63
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $481k 6.3k 76.36
Intuitive Surgical Com New (ISRG) 0.2 $451k 1.1k 399.09
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $451k 9.0k 50.10
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.2 $446k 4.6k 97.20
Yum! Brands (YUM) 0.2 $438k 3.2k 138.65
Gilead Sciences (GILD) 0.2 $428k 5.8k 73.25
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $427k 8.3k 51.60
DNP Select Income Fund (DNP) 0.2 $426k 47k 9.07
Ishares Tr Select Divid Etf (DVY) 0.2 $424k 3.4k 123.17
Allstate Corporation (ALL) 0.2 $402k 2.3k 173.01
Ishares Tr Short Treas Bd (SHV) 0.2 $401k 3.6k 110.54
Ishares Tr Modert Alloc Etf (AOM) 0.2 $394k 9.2k 42.78
Lowe's Companies (LOW) 0.2 $387k 1.5k 254.79
Park National Corporation (PRK) 0.2 $378k 2.8k 135.85
BlackRock 0.2 $375k 450.00 834.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $374k 2.7k 136.04
Ishares Tr Msci India Etf (INDA) 0.2 $366k 7.1k 51.59
Starbucks Corporation (SBUX) 0.2 $362k 4.0k 91.40
Comcast Corp Cl A (CMCSA) 0.2 $356k 8.2k 43.35
Colgate-Palmolive Company (CL) 0.2 $350k 3.9k 90.05
Analog Devices (ADI) 0.2 $336k 1.7k 197.83
American Tower Reit (AMT) 0.2 $334k 1.7k 197.59
Marsh & McLennan Companies (MMC) 0.2 $333k 1.6k 205.92
General Mills (GIS) 0.2 $333k 4.8k 69.97
Cincinnati Financial Corporation (CINF) 0.1 $331k 2.7k 124.17
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $324k 4.9k 65.87
Nextera Energy (NEE) 0.1 $317k 5.0k 63.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $316k 568.00 556.40
Prudential Financial (PRU) 0.1 $314k 2.7k 117.41
Goldman Sachs (GS) 0.1 $310k 743.00 417.58
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $287k 2.6k 110.54
Marathon Petroleum Corp (MPC) 0.1 $277k 1.4k 201.55
Jacobs Engineering Group (J) 0.1 $272k 1.8k 153.69
Affiliated Managers (AMG) 0.1 $271k 1.6k 167.48
Atlassian Corporation Cl A (TEAM) 0.1 $266k 1.4k 195.11
Vanguard Index Fds Growth Etf (VUG) 0.1 $258k 749.00 344.03
General Electric Com New (GE) 0.1 $257k 1.5k 175.51
Bank of America Corporation (BAC) 0.1 $253k 6.7k 37.92
Nike CL B (NKE) 0.1 $251k 2.7k 93.97
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $230k 6.5k 35.15
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $218k 3.0k 73.15
At&t (T) 0.1 $212k 12k 17.60
Eastman Chemical Company (EMN) 0.1 $211k 2.1k 100.22
Spdr Ser Tr S&p Biotech (XBI) 0.1 $210k 2.2k 94.87
AFLAC Incorporated (AFL) 0.1 $208k 2.4k 85.87
Eaton Corp SHS (ETN) 0.1 $205k 656.00 312.74
Illinois Tool Works (ITW) 0.1 $203k 758.00 268.35
SIFCO Industries (SIF) 0.1 $183k 58k 3.18
Blackrock Muniassets Fund (MUA) 0.1 $164k 15k 11.08
Encore Energy Corp Com New (EU) 0.1 $150k 34k 4.38