Investment Partners

Investment Partners as of Dec. 31, 2024

Portfolio Holdings for Investment Partners

Investment Partners holds 146 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.0 $15M 36k 401.58
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $10M 56k 185.13
Microsoft Corporation (MSFT) 3.9 $9.6M 23k 421.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.8 $9.2M 192k 47.82
Apple (AAPL) 3.5 $8.5M 34k 250.42
NVIDIA Corporation (NVDA) 2.6 $6.3M 47k 134.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $6.2M 140k 44.04
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.9M 30k 195.83
Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $5.5M 55k 101.53
Eli Lilly & Co. (LLY) 2.1 $5.1M 6.5k 771.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $4.9M 39k 126.75
Ishares Tr Core Msci Eafe (IEFA) 2.0 $4.8M 68k 70.28
JPMorgan Chase & Co. (JPM) 1.9 $4.7M 19k 239.70
Ishares Tr Rus Mdcp Val Etf (IWS) 1.9 $4.6M 36k 129.34
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $4.6M 24k 190.88
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $4.1M 97k 42.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.7 $4.0M 78k 51.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $3.9M 51k 77.27
Ishares Tr Msci Usa Min Vol (USMV) 1.6 $3.8M 43k 88.79
Ishares Tr Msci Eafe Etf (EFA) 1.5 $3.7M 49k 75.61
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.3M 5.6k 588.70
Abbvie (ABBV) 1.3 $3.1M 17k 177.70
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $2.9M 39k 75.69
Oracle Corporation (ORCL) 1.1 $2.8M 17k 166.64
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $2.8M 17k 164.17
Ishares Tr National Mun Etf (MUB) 1.1 $2.8M 26k 106.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.6M 5.8k 453.28
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.6M 9.8k 264.14
Principal Exchange Traded Spectrum Pfd (PREF) 1.1 $2.6M 137k 18.61
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $2.5M 8.7k 287.82
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $2.4M 21k 114.48
Ishares Tr Core Intl Aggr (IAGG) 0.9 $2.2M 44k 49.92
Automatic Data Processing (ADP) 0.9 $2.2M 7.4k 292.73
Wal-Mart Stores (WMT) 0.9 $2.1M 23k 90.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.0M 16k 132.10
American Electric Power Company (AEP) 0.8 $2.0M 21k 92.23
Costco Wholesale Corporation (COST) 0.8 $1.9M 2.0k 916.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.8M 30k 62.31
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.8M 21k 89.08
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.8M 7.4k 240.27
McDonald's Corporation (MCD) 0.7 $1.8M 6.1k 289.87
Home Depot (HD) 0.7 $1.7M 4.4k 389.03
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $1.7M 21k 79.99
Exxon Mobil Corporation (XOM) 0.7 $1.7M 16k 107.57
Pepsi (PEP) 0.7 $1.7M 11k 152.06
Visa Com Cl A (V) 0.7 $1.6M 5.1k 316.01
Procter & Gamble Company (PG) 0.6 $1.6M 9.3k 167.64
Ishares Tr Core Div Grwth (DGRO) 0.6 $1.5M 25k 61.34
Amazon (AMZN) 0.6 $1.4M 6.6k 219.39
UnitedHealth (UNH) 0.6 $1.4M 2.7k 505.91
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.3M 7.1k 190.45
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.5 $1.3M 55k 24.29
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.3M 5.3k 242.13
Caterpillar (CAT) 0.5 $1.2M 3.4k 362.76
Chevron Corporation (CVX) 0.5 $1.2M 8.4k 144.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.2M 2.3k 511.25
Ishares Silver Tr Ishares (SLV) 0.5 $1.1M 43k 26.33
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $1.1M 16k 70.71
Vaneck Etf Trust Cef Muni Income (XMPT) 0.5 $1.1M 51k 21.51
Huntington Bancshares Incorporated (HBAN) 0.4 $1.1M 66k 16.27
Lockheed Martin Corporation (LMT) 0.4 $1.0M 2.1k 485.90
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.0M 5.4k 189.30
Coca-Cola Company (KO) 0.4 $918k 15k 62.26
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $917k 19k 47.39
Cisco Systems (CSCO) 0.4 $912k 15k 59.20
Johnson & Johnson (JNJ) 0.4 $906k 6.3k 144.61
Walt Disney Company (DIS) 0.4 $891k 8.0k 111.36
Ishares Tr Russell 2000 Etf (IWM) 0.4 $871k 3.9k 220.98
International Business Machines (IBM) 0.4 $869k 4.0k 219.84
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.4 $860k 24k 35.85
Bristol Myers Squibb (BMY) 0.3 $813k 14k 56.56
Select Sector Spdr Tr Financial (XLF) 0.3 $798k 17k 48.33
Verizon Communications (VZ) 0.3 $784k 20k 39.99
Select Sector Spdr Tr Energy (XLE) 0.3 $775k 9.0k 85.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $751k 1.3k 585.98
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $742k 14k 53.05
Select Sector Spdr Tr Indl (XLI) 0.3 $739k 5.6k 131.76
Ishares Tr Core High Dv Etf (HDV) 0.3 $738k 6.6k 112.26
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $721k 14k 51.91
Asml Holding N V N Y Registry Shs (ASML) 0.3 $691k 997.00 693.25
Abbott Laboratories (ABT) 0.3 $679k 6.0k 113.12
Thermo Fisher Scientific (TMO) 0.3 $675k 1.3k 520.38
Tesla Motors (TSLA) 0.3 $670k 1.7k 403.84
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $650k 7.7k 84.14
Enbridge (ENB) 0.3 $643k 15k 42.43
General Dynamics Corporation (GD) 0.2 $604k 2.3k 263.50
Intuitive Surgical Com New (ISRG) 0.2 $580k 1.1k 521.96
Crowdstrike Hldgs Cl A (CRWD) 0.2 $556k 1.6k 342.16
Pfizer (PFE) 0.2 $547k 21k 26.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $543k 2.7k 197.48
Adobe Systems Incorporated (ADBE) 0.2 $532k 1.2k 444.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $531k 3.0k 175.21
Gilead Sciences (GILD) 0.2 $531k 5.7k 92.37
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $506k 6.2k 81.25
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $495k 6.3k 78.61
Northrop Grumman Corporation (NOC) 0.2 $491k 1.0k 469.30
Park National Corporation (PRK) 0.2 $477k 2.8k 171.43
Goldman Sachs (GS) 0.2 $476k 831.00 572.45
Merck & Co (MRK) 0.2 $469k 4.7k 99.47
DNP Select Income Fund (DNP) 0.2 $469k 53k 8.82
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $460k 9.0k 51.14
Ishares Tr Select Divid Etf (DVY) 0.2 $454k 3.5k 131.29
Palantir Technologies Cl A (PLTR) 0.2 $448k 5.9k 75.63
Yum! Brands (YUM) 0.2 $433k 3.2k 134.15
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $431k 8.4k 51.51
Cincinnati Financial Corporation (CINF) 0.2 $427k 3.0k 143.69
Allstate Corporation (ALL) 0.2 $427k 2.2k 192.78
Honeywell International (HON) 0.2 $426k 1.9k 225.88
Ishares Tr Modert Alloc Etf (AOM) 0.2 $413k 9.5k 43.44
Ishares Tr Short Treas Bd (SHV) 0.2 $399k 3.6k 110.11
Lowe's Companies (LOW) 0.2 $383k 1.6k 246.74
Starbucks Corporation (SBUX) 0.2 $379k 4.2k 91.26
Blackrock (BLK) 0.2 $377k 368.00 1025.59
Analog Devices (ADI) 0.2 $373k 1.8k 212.50
Ishares Tr Msci India Etf (INDA) 0.1 $363k 6.9k 52.64
AFLAC Incorporated (AFL) 0.1 $359k 3.5k 103.43
Marsh & McLennan Companies (MMC) 0.1 $358k 1.7k 212.41
Colgate-Palmolive Company (CL) 0.1 $350k 3.8k 90.91
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $347k 5.0k 70.00
Bank of America Corporation (BAC) 0.1 $324k 7.4k 43.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $324k 568.00 569.58
Prudential Financial (PRU) 0.1 $318k 2.7k 118.54
Comcast Corp Cl A (CMCSA) 0.1 $316k 8.4k 37.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $308k 751.00 410.27
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $300k 2.6k 115.20
General Mills (GIS) 0.1 $298k 4.7k 63.77
Atlassian Corporation Cl A (TEAM) 0.1 $296k 1.2k 243.38
Boeing Company (BA) 0.1 $294k 1.7k 177.05
Affiliated Managers (AMG) 0.1 $293k 1.6k 184.94
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.1 $286k 3.7k 77.90
Intel Corporation (INTC) 0.1 $282k 14k 20.05
At&t (T) 0.1 $280k 12k 22.77
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $262k 3.0k 87.90
Ge Aerospace Com New (GE) 0.1 $262k 1.6k 166.83
Morgan Stanley Com New (MS) 0.1 $260k 2.1k 125.71
Synopsys (SNPS) 0.1 $244k 502.00 485.36
Nextera Energy (NEE) 0.1 $242k 3.4k 71.69
Jacobs Engineering Group (J) 0.1 $229k 1.7k 133.60
Vertiv Holdings Com Cl A (VRT) 0.1 $227k 2.0k 113.61
Digital Realty Trust (DLR) 0.1 $221k 1.2k 177.33
Meta Platforms Cl A (META) 0.1 $212k 361.00 586.31
SIFCO Industries (SIF) 0.1 $204k 58k 3.54
Welltower Inc Com reit (WELL) 0.1 $202k 1.6k 126.01
Blackrock Muniassets Fund (MUA) 0.1 $163k 15k 11.04
Pennantpark Floating Rate Capi (PFLT) 0.0 $109k 10k 10.93
Encore Energy Corp Com New (EU) 0.0 $71k 21k 3.41