Investment Partners as of Dec. 31, 2014
Portfolio Holdings for Investment Partners
Investment Partners holds 95 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 4.5 | $3.9M | 19k | 207.04 | |
| Vanguard Europe Pacific ETF (VEA) | 4.3 | $3.8M | 99k | 37.86 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 4.2 | $3.6M | 33k | 109.29 | |
| Vanguard Emerging Markets ETF (VWO) | 4.2 | $3.6M | 90k | 40.00 | |
| iShares S&P MidCap 400 Index (IJH) | 3.5 | $3.0M | 21k | 144.78 | |
| Utilities SPDR (XLU) | 3.3 | $2.9M | 61k | 47.21 | |
| iShares Russell 2000 Value Index (IWN) | 3.3 | $2.8M | 28k | 101.65 | |
| Vanguard REIT ETF (VNQ) | 2.9 | $2.5M | 31k | 80.94 | |
| iShares MSCI EAFE Index Fund (EFA) | 2.5 | $2.2M | 36k | 60.88 | |
| Johnson & Johnson (JNJ) | 2.1 | $1.8M | 18k | 104.44 | |
| iShares Russell Midcap Value Index (IWS) | 1.8 | $1.6M | 22k | 73.63 | |
| Procter & Gamble Company (PG) | 1.7 | $1.5M | 16k | 90.85 | |
| PowerShares DB Agriculture Fund | 1.7 | $1.4M | 58k | 24.88 | |
| Coca-Cola Company (KO) | 1.6 | $1.4M | 34k | 42.09 | |
| Microsoft Corporation (MSFT) | 1.6 | $1.4M | 30k | 46.48 | |
| Bristol Myers Squibb (BMY) | 1.4 | $1.3M | 21k | 59.10 | |
| American Electric Power Company (AEP) | 1.4 | $1.2M | 20k | 60.66 | |
| iShares S&P 500 Value Index (IVE) | 1.4 | $1.2M | 13k | 93.78 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $1.2M | 13k | 92.35 | |
| iShares S&P 500 Growth Index (IVW) | 1.4 | $1.2M | 11k | 111.56 | |
| Home Depot (HD) | 1.4 | $1.2M | 11k | 104.76 | |
| iShares Russell 2000 Index (IWM) | 1.3 | $1.2M | 9.7k | 119.58 | |
| Verizon Communications (VZ) | 1.3 | $1.1M | 24k | 46.89 | |
| Energy Select Sector SPDR (XLE) | 1.2 | $1.1M | 13k | 79.25 | |
| SPDR Dow Jones Global Real Estate (RWO) | 1.2 | $1.0M | 22k | 47.73 | |
| Boeing Company (BA) | 1.2 | $1.0M | 7.9k | 129.61 | |
| SPDR S&P Dividend (SDY) | 1.2 | $1.0M | 13k | 78.87 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $992k | 16k | 62.74 | |
| Oracle Corporation (ORCL) | 1.1 | $971k | 22k | 44.79 | |
| Pfizer (PFE) | 1.1 | $947k | 30k | 31.27 | |
| Visa (V) | 1.1 | $928k | 3.5k | 262.07 | |
| Intel Corporation (INTC) | 1.1 | $919k | 25k | 36.33 | |
| iShares Russell 2000 Growth Index (IWO) | 1.0 | $906k | 6.3k | 142.83 | |
| Berkshire Hathaway (BRK.B) | 1.0 | $892k | 5.9k | 150.68 | |
| Chevron Corporation (CVX) | 1.0 | $877k | 7.8k | 111.92 | |
| General Electric Company | 1.0 | $866k | 34k | 25.34 | |
| International Business Machines (IBM) | 1.0 | $848k | 5.3k | 160.24 | |
| CSX Corporation (CSX) | 1.0 | $840k | 23k | 36.17 | |
| Automatic Data Processing (ADP) | 1.0 | $844k | 10k | 83.60 | |
| E.I. du Pont de Nemours & Company | 1.0 | $841k | 11k | 73.86 | |
| Walt Disney Company (DIS) | 1.0 | $835k | 8.9k | 94.11 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $837k | 4.1k | 205.50 | |
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.9 | $816k | 37k | 22.02 | |
| At&t (T) | 0.9 | $806k | 24k | 33.41 | |
| PowerShares DB Energy Fund | 0.9 | $786k | 45k | 17.47 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $762k | 4.0k | 192.08 | |
| Wal-Mart Stores (WMT) | 0.8 | $739k | 8.6k | 85.86 | |
| Dow Chemical Company | 0.8 | $718k | 16k | 45.66 | |
| Caterpillar (CAT) | 0.8 | $688k | 7.5k | 91.55 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $668k | 7.0k | 95.66 | |
| iShares Russell 1000 Value Index (IWD) | 0.8 | $663k | 6.4k | 104.36 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.7 | $635k | 6.8k | 93.08 | |
| Cisco Systems (CSCO) | 0.7 | $601k | 22k | 27.73 | |
| Ishares High Dividend Equity F (HDV) | 0.7 | $601k | 7.8k | 76.59 | |
| Eli Lilly & Co. (LLY) | 0.7 | $594k | 8.6k | 69.31 | |
| Emerson Electric (EMR) | 0.7 | $580k | 9.5k | 61.30 | |
| Pepsi (PEP) | 0.7 | $573k | 6.1k | 94.43 | |
| SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.7 | $570k | 13k | 43.67 | |
| Allstate Corporation (ALL) | 0.7 | $561k | 8.0k | 70.50 | |
| Apple (AAPL) | 0.6 | $552k | 5.0k | 110.82 | |
| iShares S&P GSCI Commodity-Indexed (GSG) | 0.6 | $518k | 24k | 21.58 | |
| PowerShares DWA Technical Ldrs Pf | 0.6 | $516k | 13k | 41.20 | |
| Peoples Ban (PEBO) | 0.6 | $480k | 19k | 25.93 | |
| Health Care REIT | 0.5 | $451k | 5.9k | 76.18 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.5 | $454k | 12k | 38.14 | |
| Merck & Co (MRK) | 0.5 | $443k | 7.8k | 56.85 | |
| Schlumberger (SLB) | 0.5 | $432k | 5.1k | 85.32 | |
| PPG Industries (PPG) | 0.5 | $402k | 1.7k | 232.10 | |
| PowerShares DB Precious Metals | 0.4 | $366k | 10k | 36.60 | |
| GlaxoSmithKline | 0.4 | $351k | 8.2k | 42.58 | |
| EMC Corporation | 0.4 | $351k | 12k | 29.80 | |
| Tiffany & Co. | 0.4 | $342k | 3.2k | 106.88 | |
| Biogen Idec (BIIB) | 0.4 | $339k | 1.0k | 339.00 | |
| Spectra Energy | 0.4 | $315k | 8.7k | 36.22 | |
| U.S. Bancorp (USB) | 0.3 | $299k | 6.7k | 44.79 | |
| Bank of America Corporation (BAC) | 0.3 | $293k | 16k | 17.86 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $284k | 2.4k | 116.25 | |
| Key (KEY) | 0.3 | $290k | 21k | 13.90 | |
| PowerShares DWA Devld Markt Tech | 0.3 | $284k | 12k | 23.73 | |
| Illinois Tool Works (ITW) | 0.3 | $275k | 2.9k | 94.31 | |
| Powershares Exchange | 0.3 | $278k | 8.9k | 31.35 | |
| Vodafone Group New Adr F (VOD) | 0.3 | $278k | 8.1k | 34.18 | |
| Cincinnati Financial Corporation (CINF) | 0.3 | $241k | 4.7k | 51.76 | |
| Alerian Mlp Etf | 0.3 | $246k | 14k | 17.55 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $246k | 2.3k | 105.44 | |
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $224k | 2.8k | 79.46 | |
| Yum! Brands (YUM) | 0.2 | $214k | 2.9k | 72.76 | |
| First Trust Health Care AlphaDEX (FXH) | 0.2 | $205k | 3.4k | 59.87 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $200k | 1.6k | 126.34 | |
| Ford Motor Company (F) | 0.2 | $201k | 13k | 15.51 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $203k | 2.5k | 81.01 | |
| DNP Select Income Fund (DNP) | 0.1 | $132k | 13k | 10.50 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $114k | 11k | 10.63 | |
| Voya Prime Rate Trust sh ben int | 0.1 | $89k | 17k | 5.33 | |
| Sirius Xm Holdings | 0.1 | $47k | 13k | 3.60 |
