Investment Partners

Investment Partners as of March 31, 2018

Portfolio Holdings for Investment Partners

Investment Partners holds 150 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Europe Pacific ETF (VEA) 3.7 $4.9M 111k 44.25
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 3.2 $4.4M 41k 107.25
iShares Russell 2000 Value Index (IWN) 3.1 $4.1M 34k 121.88
iShares S&P 500 Index (IVV) 3.0 $4.1M 15k 265.40
iShares Russell 1000 Value Index (IWD) 2.8 $3.7M 31k 119.96
iShares MSCI EAFE Index Fund (EFA) 2.5 $3.4M 49k 69.67
iShares S&P MidCap 400 Index (IJH) 2.5 $3.3M 18k 187.58
SPDR S&P Dividend (SDY) 2.5 $3.3M 36k 91.20
iShares Russell 1000 Growth Index (IWF) 2.4 $3.3M 24k 136.10
Microsoft Corporation (MSFT) 2.3 $3.1M 34k 91.28
iShares Russell Midcap Value Index (IWS) 2.1 $2.8M 32k 86.43
Ishares Inc core msci emkt (IEMG) 2.0 $2.7M 47k 58.39
Vanguard Emerging Markets ETF (VWO) 1.8 $2.4M 52k 46.98
Vanguard REIT ETF (VNQ) 1.8 $2.4M 32k 75.48
Boeing Company (BA) 1.7 $2.3M 7.1k 327.85
Farmers Natl Banc Corp (FMNB) 1.7 $2.3M 168k 13.85
JPMorgan Chase & Co. (JPM) 1.7 $2.3M 21k 109.97
Johnson & Johnson (JNJ) 1.6 $2.1M 17k 128.15
iShares Russell 2000 Growth Index (IWO) 1.5 $2.1M 11k 190.60
Visa (V) 1.3 $1.8M 15k 119.65
Utilities SPDR (XLU) 1.3 $1.7M 34k 50.52
Dowdupont 1.3 $1.7M 27k 63.70
Home Depot (HD) 1.2 $1.6M 9.2k 178.24
iShares S&P 500 Growth Index (IVW) 1.2 $1.7M 11k 155.03
iShares Russell Midcap Growth Idx. (IWP) 1.2 $1.6M 13k 122.98
SPDR Wells Fargo Prfd Stk ETF (PSK) 1.2 $1.6M 38k 43.45
iShares S&P 500 Value Index (IVE) 1.2 $1.6M 15k 109.31
iShares Dow Jones US Energy Sector (IYE) 1.2 $1.6M 44k 36.96
Alerian Mlp Etf 1.1 $1.5M 163k 9.37
Automatic Data Processing (ADP) 1.1 $1.5M 13k 113.46
Cisco Systems (CSCO) 1.0 $1.3M 31k 42.89
Walt Disney Company (DIS) 1.0 $1.3M 13k 100.45
Bristol Myers Squibb (BMY) 1.0 $1.3M 20k 63.24
Spdr S&p 500 Etf (SPY) 0.9 $1.2M 4.6k 263.10
Pfizer (PFE) 0.9 $1.2M 33k 35.48
Caterpillar (CAT) 0.9 $1.2M 7.9k 147.34
Wal-Mart Stores (WMT) 0.9 $1.2M 13k 88.98
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.8 $1.1M 9.3k 119.26
Exxon Mobil Corporation (XOM) 0.8 $1.1M 14k 74.65
Intel Corporation (INTC) 0.8 $1.1M 21k 52.06
Verizon Communications (VZ) 0.8 $1.0M 22k 47.82
Berkshire Hathaway (BRK.B) 0.8 $1.0M 5.1k 199.53
Procter & Gamble Company (PG) 0.7 $995k 13k 79.28
Ishares High Dividend Equity F (HDV) 0.7 $980k 12k 84.51
Coca-Cola Company (KO) 0.7 $957k 22k 43.42
SPDR Dow Jones Global Real Estate (RWO) 0.7 $938k 20k 46.29
Vanguard Short-Term Bond ETF (BSV) 0.7 $928k 12k 78.43
American Electric Power Company (AEP) 0.7 $919k 13k 68.60
Apple (AAPL) 0.7 $894k 5.3k 167.70
At&t (T) 0.7 $873k 25k 35.63
iShares Russell 2000 Index (IWM) 0.7 $870k 5.7k 151.91
Chevron Corporation (CVX) 0.6 $863k 7.6k 114.06
Oracle Corporation (ORCL) 0.6 $842k 18k 45.72
International Business Machines (IBM) 0.6 $790k 5.1k 153.43
Abbvie (ABBV) 0.6 $755k 8.0k 94.69
Allstate Corporation (ALL) 0.5 $718k 7.6k 94.80
Pepsi (PEP) 0.5 $705k 6.5k 109.10
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.5 $714k 6.9k 103.79
PowerShares DWA Technical Ldrs Pf 0.5 $658k 13k 52.64
Amgen (AMGN) 0.5 $644k 3.8k 170.37
Lockheed Martin Corporation (LMT) 0.5 $635k 1.9k 337.95
iShares Silver Trust (SLV) 0.5 $616k 40k 15.40
Eli Lilly & Co. (LLY) 0.4 $579k 7.5k 77.40
Ishares Tr usa min vo (USMV) 0.4 $573k 11k 51.89
Powershares Etf Tr Ii s^p500 low vol 0.4 $565k 12k 46.95
U.S. Bancorp (USB) 0.4 $549k 11k 50.50
Eastman Chemical Company (EMN) 0.4 $550k 5.2k 105.65
Merck & Co (MRK) 0.4 $500k 9.2k 54.45
Bank of America Corporation (BAC) 0.3 $468k 16k 29.96
PowerShares DB Com Indx Trckng Fund 0.3 $441k 26k 16.96
3M Company (MMM) 0.3 $427k 1.9k 219.54
Constellation Brands (STZ) 0.3 $431k 1.9k 227.80
United Technologies Corporation 0.3 $397k 3.2k 125.87
Key (KEY) 0.3 $403k 21k 19.54
McDonald's Corporation (MCD) 0.3 $390k 2.5k 156.38
Abbott Laboratories (ABT) 0.3 $390k 6.5k 59.91
T. Rowe Price (TROW) 0.3 $385k 3.6k 108.02
Illinois Tool Works (ITW) 0.3 $388k 2.5k 156.70
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.3 $371k 6.1k 60.92
Cincinnati Financial Corporation (CINF) 0.3 $364k 4.9k 74.35
GlaxoSmithKline 0.3 $369k 9.4k 39.11
Peoples Ban (PEBO) 0.3 $354k 10k 35.45
PowerShares DWA Devld Markt Tech 0.3 $343k 12k 27.92
PNC Financial Services (PNC) 0.2 $339k 2.2k 151.20
Target Corporation (TGT) 0.2 $338k 4.9k 69.40
UnitedHealth (UNH) 0.2 $335k 1.6k 214.06
PowerShares Dynamic Tech Sec 0.2 $336k 5.9k 57.29
Kimberly-Clark Corporation (KMB) 0.2 $317k 2.9k 110.15
Adobe Systems Incorporated (ADBE) 0.2 $324k 1.5k 216.00
Nextera Energy (NEE) 0.2 $319k 2.0k 163.59
Schlumberger (SLB) 0.2 $328k 5.1k 64.69
Texas Instruments Incorporated (TXN) 0.2 $318k 3.1k 103.75
Lowe's Companies (LOW) 0.2 $317k 3.6k 87.64
Amazon (AMZN) 0.2 $321k 222.00 1445.95
Raymond James Financial (RJF) 0.2 $316k 3.5k 89.39
Rydex S&P Equal Weight ETF 0.2 $328k 3.3k 99.36
Powershares Exchange 0.2 $326k 9.8k 33.15
Ishares Core Intl Stock Etf core (IXUS) 0.2 $324k 5.1k 63.04
Tiffany & Co. 0.2 $313k 3.2k 97.81
Thermo Fisher Scientific (TMO) 0.2 $307k 1.5k 206.73
Philip Morris International (PM) 0.2 $307k 3.1k 99.22
Old Republic International Corporation (ORI) 0.2 $304k 14k 21.43
PowerShares Dynamic Indls Sec Port 0.2 $305k 5.1k 60.00
Westrock (WRK) 0.2 $310k 4.8k 64.09
Bank of New York Mellon Corporation (BK) 0.2 $290k 5.6k 51.54
Suntrust Banks Inc $1.00 Par Cmn 0.2 $290k 4.3k 68.09
AFLAC Incorporated (AFL) 0.2 $292k 6.7k 43.74
PowerShares Dynamic Finl Sec Fnd 0.2 $297k 8.5k 35.06
PPG Industries (PPG) 0.2 $280k 2.5k 111.55
Becton, Dickinson and (BDX) 0.2 $285k 1.3k 216.73
United States Oil Fund 0.2 $288k 22k 13.09
Wells Fargo & Company (WFC) 0.2 $273k 5.2k 52.33
Harris Corporation 0.2 $274k 1.7k 161.08
Biogen Idec (BIIB) 0.2 $274k 1.0k 274.00
General Dynamics Corporation (GD) 0.2 $267k 1.2k 221.21
iShares Russell Midcap Index Fund (IWR) 0.2 $265k 1.3k 206.39
Vanguard Dividend Appreciation ETF (VIG) 0.2 $271k 2.7k 100.89
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $269k 4.9k 54.75
Ishares Tr 0-5yr hi yl cp (SHYG) 0.2 $264k 5.7k 46.72
Analog Devices (ADI) 0.2 $261k 2.9k 90.94
Yum! Brands (YUM) 0.2 $251k 2.9k 85.14
Danaher Corporation (DHR) 0.2 $259k 2.6k 98.07
Accenture (ACN) 0.2 $250k 1.6k 153.66
PowerShares Dynamic Consumer Disc. 0.2 $259k 5.3k 49.11
Ishares Tr eafe min volat (EFAV) 0.2 $250k 3.4k 73.59
Vodafone Group New Adr F (VOD) 0.2 $260k 9.3k 27.82
Medtronic (MDT) 0.2 $257k 3.2k 80.36
Jacobs Engineering 0.2 $243k 4.1k 59.05
iShares S&P SmallCap 600 Index (IJR) 0.2 $235k 3.1k 76.97
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $245k 2.2k 113.06
Chubb (CB) 0.2 $240k 1.8k 136.75
BlackRock 0.2 $230k 425.00 541.18
Norfolk Southern (NSC) 0.2 $229k 1.7k 135.99
V.F. Corporation (VFC) 0.2 $233k 3.1k 74.09
Clorox Company (CLX) 0.2 $222k 1.7k 133.17
DTE Energy Company (DTE) 0.2 $234k 2.2k 104.56
Vanguard Russell 1000 Value Et (VONV) 0.2 $234k 2.2k 105.17
Alphabet Inc Class C cs (GOOG) 0.2 $226k 219.00 1031.96
BP (BP) 0.2 $218k 5.4k 40.59
Phillips 66 (PSX) 0.2 $217k 2.3k 95.81
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $217k 3.3k 65.94
General Electric Company 0.1 $201k 15k 13.51
Emerson Electric (EMR) 0.1 $205k 3.0k 68.33
Tor Dom Bk Cad (TD) 0.1 $200k 3.5k 56.93
PIMCO Corporate Opportunity Fund (PTY) 0.1 $184k 11k 16.95
Ford Motor Company (F) 0.1 $177k 16k 11.06
Huntington Bancshares Incorporated (HBAN) 0.1 $164k 11k 15.06
DNP Select Income Fund (DNP) 0.1 $158k 15k 10.28
Select Ban 0.1 $159k 12k 13.33
Voya Prime Rate Trust sh ben int 0.1 $87k 17k 5.21