Investment Partners

Investment Partners as of March 31, 2025

Portfolio Holdings for Investment Partners

Investment Partners holds 148 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 5.3 $13M 36k 361.09
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $11M 56k 188.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $10M 203k 50.83
Microsoft Corporation (MSFT) 3.5 $8.5M 23k 375.39
Apple (AAPL) 3.2 $7.7M 35k 222.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $6.5M 143k 45.26
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.9M 30k 193.99
Eli Lilly & Co. (LLY) 2.2 $5.4M 6.5k 825.85
NVIDIA Corporation (NVDA) 2.1 $5.1M 47k 108.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $5.0M 64k 78.28
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $5.0M 54k 92.83
Ishares Tr Core Msci Eafe (IEFA) 2.0 $4.9M 65k 75.65
JPMorgan Chase & Co. (JPM) 2.0 $4.9M 20k 245.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $4.6M 88k 52.37
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $4.5M 24k 190.58
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.9 $4.5M 38k 117.49
Ishares Tr Rus Mdcp Val Etf (IWS) 1.8 $4.3M 34k 125.97
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.8 $4.3M 100k 42.52
Ishares Tr Msci Eafe Etf (EFA) 1.6 $3.9M 48k 81.73
Abbvie (ABBV) 1.5 $3.6M 17k 209.52
Ishares Tr Msci Usa Min Vol (USMV) 1.4 $3.4M 36k 93.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $3.1M 5.8k 532.62
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.3 $3.1M 39k 78.85
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.9M 5.2k 561.89
Ishares Tr National Mun Etf (MUB) 1.1 $2.6M 24k 105.44
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $2.5M 22k 115.60
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $2.5M 16k 150.98
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.4M 9.4k 258.63
Principal Exchange Traded Spectrum Pfd (PREF) 1.0 $2.4M 127k 18.70
American Electric Power Company (AEP) 1.0 $2.3M 21k 109.27
Oracle Corporation (ORCL) 1.0 $2.3M 17k 139.81
Ishares Tr Core Intl Aggr (IAGG) 1.0 $2.3M 46k 49.99
Automatic Data Processing (ADP) 0.9 $2.3M 7.4k 305.53
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $2.1M 8.4k 255.52
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $2.1M 16k 135.68
Wal-Mart Stores (WMT) 0.8 $2.0M 23k 87.79
Costco Wholesale Corporation (COST) 0.8 $2.0M 2.1k 945.93
Exxon Mobil Corporation (XOM) 0.8 $1.9M 16k 118.93
McDonald's Corporation (MCD) 0.8 $1.9M 6.1k 312.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.9M 32k 58.35
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.9M 21k 90.54
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $1.8M 21k 82.94
Pepsi (PEP) 0.7 $1.7M 11k 149.93
Home Depot (HD) 0.7 $1.7M 4.6k 366.46
Visa Com Cl A (V) 0.7 $1.7M 4.7k 350.45
Procter & Gamble Company (PG) 0.6 $1.5M 8.9k 170.42
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.6 $1.5M 56k 27.14
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.5M 5.3k 288.14
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M 6.7k 221.74
Amazon (AMZN) 0.6 $1.5M 7.7k 190.26
Chevron Corporation (CVX) 0.6 $1.4M 8.4k 167.29
Ishares Tr Core Div Grwth (DGRO) 0.6 $1.4M 22k 61.78
Ishares Silver Tr Ishares (SLV) 0.6 $1.3M 43k 30.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.2M 2.6k 468.93
Caterpillar (CAT) 0.5 $1.2M 3.7k 329.76
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.2M 7.6k 156.24
Vaneck Etf Trust Cef Muni Income (XMPT) 0.5 $1.1M 53k 21.63
Coca-Cola Company (KO) 0.4 $1.1M 15k 71.62
Johnson & Johnson (JNJ) 0.4 $1.0M 6.3k 165.85
Huntington Bancshares Incorporated (HBAN) 0.4 $970k 65k 15.01
Lockheed Martin Corporation (LMT) 0.4 $934k 2.1k 446.63
UnitedHealth (UNH) 0.4 $930k 1.8k 523.73
International Business Machines (IBM) 0.4 $928k 3.7k 248.69
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $923k 20k 46.81
Alphabet Cap Stk Cl A (GOOGL) 0.4 $908k 5.9k 154.64
Cisco Systems (CSCO) 0.4 $903k 15k 61.71
Bristol Myers Squibb (BMY) 0.4 $881k 14k 60.99
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $870k 18k 47.60
Verizon Communications (VZ) 0.4 $851k 19k 45.36
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $851k 11k 77.92
Select Sector Spdr Tr Energy (XLE) 0.4 $846k 9.1k 93.45
Select Sector Spdr Tr Financial (XLF) 0.3 $823k 17k 49.81
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $805k 24k 33.50
Ishares Tr Core High Dv Etf (HDV) 0.3 $797k 6.6k 121.12
Walt Disney Company (DIS) 0.3 $788k 8.0k 98.70
Ishares Tr Russell 2000 Etf (IWM) 0.3 $761k 3.8k 199.49
Abbott Laboratories (ABT) 0.3 $749k 5.6k 132.66
Select Sector Spdr Tr Indl (XLI) 0.3 $735k 5.6k 131.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $718k 1.3k 559.25
Thermo Fisher Scientific (TMO) 0.3 $691k 1.4k 497.45
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $676k 13k 51.18
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $664k 7.7k 85.98
Asml Holding N V N Y Registry Shs (ASML) 0.3 $655k 988.00 662.93
Enbridge (ENB) 0.3 $622k 14k 44.31
Palantir Technologies Cl A (PLTR) 0.3 $620k 7.3k 84.40
Gilead Sciences (GILD) 0.2 $590k 5.3k 112.06
Crowdstrike Hldgs Cl A (CRWD) 0.2 $589k 1.7k 352.58
General Dynamics Corporation (GD) 0.2 $566k 2.1k 272.61
Intuitive Surgical Com New (ISRG) 0.2 $542k 1.1k 495.27
Northrop Grumman Corporation (NOC) 0.2 $536k 1.0k 512.03
DNP Select Income Fund (DNP) 0.2 $531k 54k 9.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $526k 6.4k 81.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $525k 3.0k 173.22
Adobe Systems Incorporated (ADBE) 0.2 $521k 1.4k 383.53
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $521k 6.3k 82.54
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $514k 25k 20.70
Yum! Brands (YUM) 0.2 $509k 3.2k 157.34
Pfizer (PFE) 0.2 $497k 20k 25.34
Merck & Co (MRK) 0.2 $466k 5.2k 89.75
Ishares Tr Select Divid Etf (DVY) 0.2 $465k 3.5k 134.30
Goldman Sachs (GS) 0.2 $464k 849.00 546.49
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $460k 9.0k 51.07
Allstate Corporation (ALL) 0.2 $459k 2.2k 207.10
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $456k 2.7k 166.02
Tesla Motors (TSLA) 0.2 $456k 1.8k 259.16
Honeywell International (HON) 0.2 $454k 2.1k 211.73
Cincinnati Financial Corporation (CINF) 0.2 $441k 3.0k 147.73
Park National Corporation (PRK) 0.2 $421k 2.8k 151.40
Ishares Tr Core 40/60 Moder (AOM) 0.2 $417k 9.5k 43.88
Marsh & McLennan Companies (MMC) 0.2 $412k 1.7k 244.03
Blackrock (BLK) 0.2 $402k 424.00 947.19
Ishares Tr Short Treas Bd (SHV) 0.2 $401k 3.6k 110.46
Starbucks Corporation (SBUX) 0.2 $398k 4.1k 98.10
AFLAC Incorporated (AFL) 0.2 $387k 3.5k 111.18
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $372k 5.0k 74.71
Lowe's Companies (LOW) 0.2 $364k 1.6k 233.19
Colgate-Palmolive Company (CL) 0.1 $362k 3.9k 93.69
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.1 $335k 3.7k 91.30
Bank of America Corporation (BAC) 0.1 $318k 7.6k 41.73
Intel Corporation (INTC) 0.1 $316k 14k 22.71
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $315k 6.0k 52.52
Ge Aerospace Com New (GE) 0.1 $315k 1.6k 200.17
Analog Devices (ADI) 0.1 $302k 1.5k 201.74
Prudential Financial (PRU) 0.1 $302k 2.7k 111.68
Vistra Energy (VST) 0.1 $299k 2.6k 117.43
Comcast Corp Cl A (CMCSA) 0.1 $298k 8.1k 36.90
Ishares Tr Msci India Etf (INDA) 0.1 $297k 5.8k 51.48
Cava Group Ord (CAVA) 0.1 $296k 3.4k 86.41
At&t (T) 0.1 $286k 10k 28.28
Boeing Company (BA) 0.1 $283k 1.7k 170.60
General Mills (GIS) 0.1 $281k 4.7k 59.79
Palo Alto Networks (PANW) 0.1 $280k 1.6k 170.64
Vanguard Index Fds Growth Etf (VUG) 0.1 $279k 751.00 371.05
Nextera Energy (NEE) 0.1 $274k 3.9k 70.89
Micron Technology (MU) 0.1 $267k 3.1k 86.90
Atlassian Corporation Cl A (TEAM) 0.1 $259k 1.2k 212.21
Affiliated Managers (AMG) 0.1 $256k 1.5k 168.05
Welltower Inc Com reit (WELL) 0.1 $246k 1.6k 153.24
Morgan Stanley Com New (MS) 0.1 $241k 2.1k 116.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $240k 3.0k 80.37
Meta Platforms Cl A (META) 0.1 $237k 411.00 575.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $204k 383.00 533.48
McKesson Corporation (MCK) 0.1 $202k 300.00 672.99
S&p Global (SPGI) 0.1 $201k 396.00 507.98
Blackrock Muniassets Fund (MUA) 0.1 $160k 15k 10.83
SIFCO Industries (SIF) 0.1 $159k 58k 2.76
Pennantpark Floating Rate Capi (PFLT) 0.0 $112k 10k 11.19
Encore Energy Corp Com New (EU) 0.0 $28k 21k 1.37