Investment Partners

Investment Partners as of June 30, 2025

Portfolio Holdings for Investment Partners

Investment Partners holds 158 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 5.8 $15M 36k 424.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.4 $14M 251k 57.01
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $11M 58k 194.23
Microsoft Corporation (MSFT) 3.9 $10M 21k 497.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $7.6M 153k 49.46
NVIDIA Corporation (NVDA) 2.8 $7.5M 47k 157.99
Apple (AAPL) 2.7 $7.1M 35k 205.17
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $6.2M 30k 204.67
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $5.9M 54k 110.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $5.8M 73k 78.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.1 $5.6M 40k 138.68
JPMorgan Chase & Co. (JPM) 2.0 $5.2M 18k 289.91
Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.2M 62k 83.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $5.2M 98k 52.76
Ishares Tr Rus Mdcp Val Etf (IWS) 1.9 $5.0M 38k 132.14
Eli Lilly & Co. (LLY) 1.9 $4.9M 6.3k 779.53
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $4.6M 24k 195.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $4.6M 107k 43.14
Ishares Tr Msci Eafe Etf (EFA) 1.6 $4.3M 48k 89.39
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $3.4M 36k 93.87
Oracle Corporation (ORCL) 1.2 $3.3M 15k 218.63
Abbvie (ABBV) 1.2 $3.2M 17k 185.62
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $3.2M 39k 81.66
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.1M 5.0k 620.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.7M 5.7k 485.81
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $2.7M 17k 157.76
Ishares Tr Core Intl Aggr (IAGG) 1.0 $2.6M 51k 51.09
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.6M 9.3k 279.84
Ishares Tr National Mun Etf (MUB) 1.0 $2.6M 25k 104.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $2.5M 8.7k 285.86
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $2.3M 37k 61.21
American Electric Power Company (AEP) 0.8 $2.2M 21k 103.76
Automatic Data Processing (ADP) 0.8 $2.2M 7.1k 308.38
Spdr Series Trust S&p Divid Etf (SDY) 0.8 $2.1M 16k 135.73
Costco Wholesale Corporation (COST) 0.8 $2.1M 2.1k 990.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $2.0M 50k 40.49
Wal-Mart Stores (WMT) 0.7 $1.9M 20k 97.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $1.9M 21k 90.12
Principal Exchange Traded Spectrum Pfd (PREF) 0.7 $1.9M 100k 18.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.8M 21k 89.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.8M 29k 62.02
McDonald's Corporation (MCD) 0.7 $1.8M 6.1k 292.18
Amazon (AMZN) 0.6 $1.7M 7.8k 219.39
Exxon Mobil Corporation (XOM) 0.6 $1.7M 16k 107.80
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.6M 5.4k 304.83
Visa Com Cl A (V) 0.6 $1.6M 4.6k 355.07
Home Depot (HD) 0.6 $1.6M 4.4k 366.62
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.6 $1.6M 56k 28.86
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.6M 6.7k 236.97
Pepsi (PEP) 0.6 $1.5M 12k 132.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.5M 2.7k 551.57
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.4M 22k 63.94
Caterpillar (CAT) 0.5 $1.4M 3.7k 388.17
Ishares Silver Tr Ishares (SLV) 0.5 $1.4M 43k 32.81
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 7.4k 177.38
Procter & Gamble Company (PG) 0.5 $1.3M 8.0k 159.32
Vaneck Etf Trust Cef Muni Income (XMPT) 0.4 $1.1M 53k 20.99
Huntington Bancshares Incorporated (HBAN) 0.4 $1.1M 66k 16.76
Chevron Corporation (CVX) 0.4 $1.1M 7.7k 143.19
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 6.2k 176.23
Palantir Technologies Cl A (PLTR) 0.4 $1.1M 7.8k 136.32
International Business Machines (IBM) 0.4 $975k 3.3k 294.79
Coca-Cola Company (KO) 0.4 $960k 14k 70.75
Lockheed Martin Corporation (LMT) 0.4 $946k 2.0k 463.22
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $920k 11k 84.06
Cisco Systems (CSCO) 0.3 $893k 13k 69.38
Select Sector Spdr Tr Financial (XLF) 0.3 $881k 17k 52.37
Crowdstrike Hldgs Cl A (CRWD) 0.3 $851k 1.7k 509.31
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $848k 24k 35.28
Select Sector Spdr Tr Indl (XLI) 0.3 $828k 5.6k 147.52
Verizon Communications (VZ) 0.3 $826k 19k 43.27
Johnson & Johnson (JNJ) 0.3 $823k 5.4k 152.76
Abbott Laboratories (ABT) 0.3 $816k 6.0k 136.01
Asml Holding N V N Y Registry Shs (ASML) 0.3 $794k 991.00 801.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $791k 1.3k 617.63
Ishares Tr Core High Dv Etf (HDV) 0.3 $773k 6.6k 117.17
Select Sector Spdr Tr Energy (XLE) 0.3 $768k 9.1k 84.81
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $764k 5.7k 134.38
Ishares Tr Russell 2000 Etf (IWM) 0.3 $739k 3.4k 215.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $723k 6.8k 106.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $703k 3.1k 226.51
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $678k 7.7k 87.81
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $663k 13k 50.21
Walt Disney Company (DIS) 0.2 $653k 5.3k 124.01
Enbridge (ENB) 0.2 $641k 14k 45.32
General Dynamics Corporation (GD) 0.2 $608k 2.1k 291.66
Goldman Sachs (GS) 0.2 $602k 851.00 707.41
Tesla Motors (TSLA) 0.2 $598k 1.9k 317.66
Intuitive Surgical Com New (ISRG) 0.2 $589k 1.1k 543.41
Gilead Sciences (GILD) 0.2 $587k 5.3k 110.87
Bristol Myers Squibb (BMY) 0.2 $583k 13k 46.29
Thermo Fisher Scientific (TMO) 0.2 $563k 1.4k 405.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $551k 3.0k 181.75
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $540k 6.3k 85.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $538k 6.6k 80.97
DNP Select Income Fund (DNP) 0.2 $532k 54k 9.79
Northrop Grumman Corporation (NOC) 0.2 $524k 1.0k 500.00
Honeywell International (HON) 0.2 $501k 2.2k 232.83
Vistra Energy (VST) 0.2 $495k 2.6k 193.84
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $471k 9.0k 52.34
Park National Corporation (PRK) 0.2 $465k 2.8k 167.26
UnitedHealth (UNH) 0.2 $464k 1.5k 311.97
Ishares Tr Select Divid Etf (DVY) 0.2 $460k 3.5k 132.80
Adobe Systems Incorporated (ADBE) 0.2 $457k 1.2k 386.88
Allstate Corporation (ALL) 0.2 $447k 2.2k 201.29
Cincinnati Financial Corporation (CINF) 0.2 $446k 3.0k 148.90
Blackrock (BLK) 0.2 $441k 421.00 1048.13
Ishares Tr Core 40/60 Moder (AOM) 0.2 $440k 9.6k 46.04
Pfizer (PFE) 0.2 $434k 18k 24.24
Ge Aerospace Com New (GE) 0.2 $405k 1.6k 257.44
Ishares Tr Short Treas Bd (SHV) 0.2 $401k 3.6k 110.42
Merck & Co (MRK) 0.2 $398k 5.0k 79.16
Starbucks Corporation (SBUX) 0.1 $380k 4.1k 91.63
Micron Technology (MU) 0.1 $379k 3.1k 123.26
Marsh & McLennan Companies (MMC) 0.1 $371k 1.7k 218.66
AFLAC Incorporated (AFL) 0.1 $369k 3.5k 105.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $363k 5.0k 72.82
Palo Alto Networks (PANW) 0.1 $362k 1.8k 204.64
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.1 $358k 3.7k 96.74
Analog Devices (ADI) 0.1 $358k 1.5k 237.96
Cava Group Ord (CAVA) 0.1 $356k 4.2k 84.23
Bank of America Corporation (BAC) 0.1 $355k 7.5k 47.32
Colgate-Palmolive Company (CL) 0.1 $352k 3.9k 90.90
Boeing Company (BA) 0.1 $348k 1.7k 209.59
Lowe's Companies (LOW) 0.1 $342k 1.5k 221.81
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $335k 16k 20.92
Vanguard Index Fds Growth Etf (VUG) 0.1 $329k 751.00 438.67
Ishares Tr Msci India Etf (INDA) 0.1 $321k 5.8k 55.68
At&t (T) 0.1 $303k 11k 28.94
Yum! Brands (YUM) 0.1 $297k 2.0k 148.20
Meta Platforms Cl A (META) 0.1 $296k 401.00 737.86
Prudential Financial (PRU) 0.1 $293k 2.7k 107.45
Morgan Stanley Com New (MS) 0.1 $292k 2.1k 140.83
Affiliated Managers (AMG) 0.1 $291k 1.5k 196.79
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $284k 3.0k 95.32
Vertiv Holdings Com Cl A (VRT) 0.1 $257k 2.0k 128.44
Comcast Corp Cl A (CMCSA) 0.1 $254k 7.1k 35.69
Intel Corporation (INTC) 0.1 $250k 11k 22.40
Welltower Inc Com reit (WELL) 0.1 $248k 1.6k 153.73
Atlassian Corporation Cl A (TEAM) 0.1 $247k 1.2k 203.09
General Mills (GIS) 0.1 $245k 4.7k 51.81
Super Micro Computer Com New (SMCI) 0.1 $245k 5.0k 49.01
Nextera Energy (NEE) 0.1 $243k 3.5k 69.43
Digital Realty Trust (DLR) 0.1 $240k 1.4k 174.33
Netflix (NFLX) 0.1 $229k 171.00 1339.13
Synopsys (SNPS) 0.1 $227k 442.00 512.68
Jacobs Engineering Group (J) 0.1 $226k 1.7k 131.42
Kla Corp Com New (KLAC) 0.1 $224k 250.00 895.74
Wells Fargo & Company (WFC) 0.1 $224k 2.8k 80.11
McKesson Corporation (MCK) 0.1 $220k 300.00 732.78
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $217k 383.00 566.48
SIFCO Industries (SIF) 0.1 $215k 58k 3.73
Eaton Corp SHS (ETN) 0.1 $211k 590.00 357.04
S&p Global (SPGI) 0.1 $209k 397.00 526.82
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $201k 1.8k 109.28
Blackrock Muniassets Fund (MUA) 0.1 $154k 15k 10.40
Pennantpark Floating Rate Capi (PFLT) 0.0 $103k 10k 10.33
Encore Energy Corp Com New (EU) 0.0 $59k 21k 2.86