Investment Partners

Investment Partners as of Sept. 30, 2025

Portfolio Holdings for Investment Partners

Investment Partners holds 154 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 5.9 $17M 36k 468.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.4 $16M 258k 59.92
Ishares Tr Rus 1000 Val Etf (IWD) 4.1 $12M 58k 203.59
Microsoft Corporation (MSFT) 3.8 $11M 21k 517.95
Apple (AAPL) 3.2 $9.2M 36k 254.63
NVIDIA Corporation (NVDA) 3.1 $8.8M 47k 186.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $8.4M 155k 54.18
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $6.5M 30k 215.79
Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $6.5M 54k 120.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $6.1M 77k 78.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.1 $5.9M 41k 142.41
JPMorgan Chase & Co. (JPM) 2.0 $5.7M 18k 315.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $5.5M 103k 53.03
Ishares Tr Core Msci Eafe (IEFA) 1.9 $5.4M 62k 87.31
Ishares Tr Rus Mdcp Val Etf (IWS) 1.9 $5.4M 38k 139.67
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.8 $5.0M 115k 43.30
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $4.9M 24k 206.51
Eli Lilly & Co. (LLY) 1.7 $4.7M 6.1k 762.98
Ishares Tr Msci Eafe Etf (EFA) 1.6 $4.5M 48k 93.37
Oracle Corporation (ORCL) 1.5 $4.2M 15k 281.23
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $3.5M 36k 95.14
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $3.4M 39k 87.21
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.3M 4.9k 669.32
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $3.1M 18k 176.81
Ishares Tr National Mun Etf (MUB) 1.1 $3.1M 29k 106.49
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $2.8M 8.8k 320.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.8M 5.6k 502.78
Ishares Tr Core Intl Aggr (IAGG) 1.0 $2.8M 54k 51.23
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.7M 9.3k 293.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $2.7M 42k 65.00
American Electric Power Company (AEP) 0.8 $2.4M 21k 112.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $2.3M 54k 42.79
Spdr Series Trust S&p Divid Etf (SDY) 0.8 $2.2M 16k 140.05
Automatic Data Processing (ADP) 0.7 $2.1M 7.1k 293.50
Wal-Mart Stores (WMT) 0.7 $2.1M 20k 103.06
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.0M 8.2k 243.56
Costco Wholesale Corporation (COST) 0.7 $1.9M 2.1k 925.61
Principal Exchange Traded Spectrum Pfd (PREF) 0.7 $1.9M 100k 19.14
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $1.9M 21k 89.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.9M 29k 65.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.9M 21k 91.42
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.9M 5.3k 355.47
Home Depot (HD) 0.7 $1.9M 4.6k 405.17
McDonald's Corporation (MCD) 0.7 $1.9M 6.1k 303.91
Ishares Silver Tr Ishares (SLV) 0.6 $1.8M 43k 42.37
Exxon Mobil Corporation (XOM) 0.6 $1.8M 16k 112.75
Caterpillar (CAT) 0.6 $1.7M 3.6k 477.20
Amazon (AMZN) 0.6 $1.7M 7.8k 219.57
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.7M 7.0k 243.10
Vaneck Etf Trust Cef Muni Income (XMPT) 0.6 $1.7M 77k 21.89
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.7M 6.6k 254.27
Ishares Ethereum Tr SHS (ETHA) 0.6 $1.7M 52k 31.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.7M 2.8k 600.39
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.6 $1.6M 55k 29.42
Pepsi (PEP) 0.6 $1.6M 11k 140.44
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.5M 22k 68.08
Visa Com Cl A (V) 0.5 $1.5M 4.4k 341.35
Palantir Technologies Cl A (PLTR) 0.5 $1.5M 8.1k 182.42
Procter & Gamble Company (PG) 0.4 $1.2M 7.9k 153.64
Chevron Corporation (CVX) 0.4 $1.2M 7.8k 155.29
Huntington Bancshares Incorporated (HBAN) 0.4 $1.0M 61k 17.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.0M 1.6k 666.35
Lockheed Martin Corporation (LMT) 0.4 $1.0M 2.0k 499.11
Johnson & Johnson (JNJ) 0.3 $991k 5.3k 185.41
Asml Holding N V N Y Registry Shs (ASML) 0.3 $963k 995.00 968.07
Abbvie (ABBV) 0.3 $939k 4.1k 231.51
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $929k 11k 84.83
International Business Machines (IBM) 0.3 $923k 3.3k 282.18
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $915k 24k 38.02
Select Sector Spdr Tr Financial (XLF) 0.3 $910k 17k 53.87
Coca-Cola Company (KO) 0.3 $908k 14k 66.32
Crowdstrike Hldgs Cl A (CRWD) 0.3 $891k 1.8k 490.38
Cisco Systems (CSCO) 0.3 $888k 13k 68.42
Select Sector Spdr Tr Indl (XLI) 0.3 $865k 5.6k 154.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $856k 8.0k 106.78
Ishares Tr Russell 2000 Etf (IWM) 0.3 $855k 3.5k 241.94
Tesla Motors (TSLA) 0.3 $837k 1.9k 444.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $819k 2.9k 279.33
Ishares Tr Core High Dv Etf (HDV) 0.3 $810k 6.6k 122.45
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $784k 5.5k 142.56
Verizon Communications (VZ) 0.3 $771k 18k 43.95
Abbott Laboratories (ABT) 0.3 $763k 5.7k 133.95
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $762k 15k 50.90
General Dynamics Corporation (GD) 0.3 $736k 2.2k 341.03
Enbridge (ENB) 0.3 $720k 14k 50.46
Select Sector Spdr Tr Energy (XLE) 0.3 $713k 8.0k 89.34
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $692k 7.7k 89.62
Goldman Sachs (GS) 0.2 $675k 847.00 796.41
Thermo Fisher Scientific (TMO) 0.2 $673k 1.4k 485.11
Micron Technology (MU) 0.2 $660k 3.9k 167.31
Northrop Grumman Corporation (NOC) 0.2 $638k 1.0k 609.35
Walt Disney Company (DIS) 0.2 $594k 5.2k 114.50
Gilead Sciences (GILD) 0.2 $591k 5.3k 110.99
Bristol Myers Squibb (BMY) 0.2 $586k 13k 45.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $575k 3.0k 189.72
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $568k 6.4k 89.37
DNP Select Income Fund (DNP) 0.2 $548k 55k 10.01
Eaton Corp SHS (ETN) 0.2 $540k 1.4k 374.21
Intuitive Surgical Com New (ISRG) 0.2 $512k 1.1k 447.23
Vistra Energy (VST) 0.2 $501k 2.6k 195.91
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $498k 9.0k 55.33
Ishares Tr Core 40/60 Moder (AOM) 0.2 $494k 10k 47.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $494k 6.3k 78.37
Ishares Tr Select Divid Etf (DVY) 0.2 $493k 3.5k 142.09
Blackrock (BLK) 0.2 $491k 421.00 1165.53
Ge Aerospace Com New (GE) 0.2 $481k 1.6k 300.83
Allstate Corporation (ALL) 0.2 $477k 2.2k 214.68
Cincinnati Financial Corporation (CINF) 0.2 $475k 3.0k 158.10
Pfizer (PFE) 0.2 $462k 18k 25.48
Honeywell International (HON) 0.2 $457k 2.2k 210.49
Park National Corporation (PRK) 0.2 $452k 2.8k 162.53
Merck & Co (MRK) 0.1 $413k 4.9k 83.94
Ishares Tr Short Treas Bd (SHV) 0.1 $401k 3.6k 110.49
Bank of America Corporation (BAC) 0.1 $394k 7.6k 51.59
AFLAC Incorporated (AFL) 0.1 $392k 3.5k 111.70
Cava Group Ord (CAVA) 0.1 $382k 6.3k 60.41
Palo Alto Networks (PANW) 0.1 $381k 1.9k 203.62
Intel Corporation (INTC) 0.1 $374k 11k 33.55
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $368k 5.0k 73.48
Vanguard Index Fds Growth Etf (VUG) 0.1 $363k 756.00 479.68
Analog Devices (ADI) 0.1 $359k 1.5k 245.78
Boeing Company (BA) 0.1 $358k 1.7k 215.89
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $356k 17k 20.93
Marsh & McLennan Companies (MMC) 0.1 $343k 1.7k 201.48
Meta Platforms Cl A (META) 0.1 $331k 451.00 734.52
Morgan Stanley Com New (MS) 0.1 $329k 2.1k 158.99
Affiliated Managers (AMG) 0.1 $329k 1.4k 238.46
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $311k 3.0k 104.51
Colgate-Palmolive Company (CL) 0.1 $311k 3.9k 79.93
Starbucks Corporation (SBUX) 0.1 $303k 3.6k 84.61
Vertiv Holdings Com Cl A (VRT) 0.1 $302k 2.0k 150.86
Digital Realty Trust (DLR) 0.1 $301k 1.7k 172.88
At&t (T) 0.1 $296k 11k 28.24
Synopsys (SNPS) 0.1 $276k 560.00 493.39
Yum! Brands (YUM) 0.1 $275k 1.8k 151.99
Jacobs Engineering Group (J) 0.1 $273k 1.8k 149.86
Kla Corp Com New (KLAC) 0.1 $270k 250.00 1078.60
Nextera Energy (NEE) 0.1 $268k 3.5k 75.49
Ishares Tr Msci India Etf (INDA) 0.1 $267k 5.1k 52.06
Welltower Inc Com reit (WELL) 0.1 $257k 1.4k 178.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $253k 424.00 596.03
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $243k 5.1k 47.63
Wells Fargo & Company (WFC) 0.1 $240k 2.9k 83.81
General Mills (GIS) 0.1 $240k 4.8k 50.42
Super Micro Computer Com New (SMCI) 0.1 $240k 5.0k 47.94
Ishares Tr Future Ai & Tech (ARTY) 0.1 $232k 5.1k 45.78
McKesson Corporation (MCK) 0.1 $232k 300.00 772.54
Ge Vernova (GEV) 0.1 $220k 358.00 615.28
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $219k 1.8k 118.82
Lowe's Companies (LOW) 0.1 $205k 817.00 251.31
Netflix (NFLX) 0.1 $205k 171.00 1198.92
SIFCO Industries (SIF) 0.0 $138k 20k 7.04
Pennantpark Floating Rate Capi (PFLT) 0.0 $89k 10k 8.89
Encore Energy Corp Com New (EU) 0.0 $67k 21k 3.21