INVESTMENT PARTNERS, LTD. Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$241.2B
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 35,486 | $12.8B | 5.31% | |
| 2 | IWDISHARES TR | 55,635 | $10.5B | 4.34% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 202,526 | $10.3B | 4.27% | |
| 4 | MSFTMICROSOFT CORP | 22,702 | $8.5B | 3.53% | |
| 5 | AAPLAPPLE INC | 34,543 | $7.7B | 3.18% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 142,952 | $6.5B | 2.68% | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 30,254 | $5.9B | 2.43% | |
| 8 | LLYELI LILLY & CO | 6,548 | $5.4B | 2.24% | |
| 9 | NVDANVIDIA CORPORATION | 46,919 | $5.1B | 2.11% | |
| 10 | BSVVANGUARD BD INDEX FDS | 64,421 | $5.0B | 2.09% | |
| 11 | IVWISHARES TR | 53,992 | $5.0B | 2.08% | |
| 12 | AQLTISHARES TR | 65,328 | $4.9B | 2.05% | |
| 13 | JPMJPMORGAN CHASE & CO. | 19,988 | $4.9B | 2.03% | |
| 14 | IGSBISHARES TR | 88,294 | $4.6B | 1.92% | |
| 15 | IVEISHARES TR | 23,671 | $4.5B | 1.87% | |
| 16 | IWPISHARES TR | 38,044 | $4.5B | 1.85% | |
| 17 | IWSISHARES TR | 34,154 | $4.3B | 1.78% | |
| 18 | SHYGISHARES TR | 100,128 | $4.3B | 1.77% | |
| 19 | EFAISHARES TR | 47,812 | $3.9B | 1.62% | |
| 20 | ABBVABBVIE INC | 17,193 | $3.6B | 1.49% | |
| 21 | USMVISHARES TR | 36,267 | $3.4B | 1.41% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,786 | $3.1B | 1.28% | |
| 23 | XLUSELECT SECTOR SPDR TR | 38,827 | $3.1B | 1.27% | |
| 24 | IVVISHARES TR | 5,224 | $2.9B | 1.22% | |
| 25 | MUBISHARES TR | 24,387 | $2.6B | 1.07% | |
| 26 | VSSVANGUARD INTL EQUITY INDEX F | 21,883 | $2.5B | 1.05% | |
| 27 | IWNISHARES TR | 16,317 | $2.5B | 1.02% | |
| 28 | VOVANGUARD INDEX FDS | 9,449 | $2.4B | 1.01% | |
| 29 | PREFPRINCIPAL EXCHANGE TRADED FD | 126,908 | $2.4B | 0.98% | |
| 30 | AEPAMERICAN ELEC PWR CO INC | 21,327 | $2.3B | 0.97% | |
| 31 | ORCLORACLE CORP | 16,632 | $2.3B | 0.96% | |
| 32 | IAGGISHARES TR | 46,420 | $2.3B | 0.96% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 7,405 | $2.3B | 0.94% | |
| 34 | IWOISHARES TR | 8,401 | $2.1B | 0.89% | |
| 35 | SDYSPDR SER TR | 15,509 | $2.1B | 0.87% | |
| 36 | WMTWALMART INC | 22,981 | $2.0B | 0.84% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 2,098 | $2.0B | 0.82% | |
| 38 | XOMEXXON MOBIL CORP | 16,265 | $1.9B | 0.80% | |
| 39 | MCDMCDONALDS CORP | 6,103 | $1.9B | 0.79% | |
| 40 | IJHISHARES TR | 32,077 | $1.9B | 0.78% | |
| 41 | VNQVANGUARD INDEX FDS | 20,464 | $1.9B | 0.77% | |
| 42 | VIGIVANGUARD WHITEHALL FDS | 21,263 | $1.8B | 0.73% | |
| 43 | PEPPEPSICO INC | 11,343 | $1.7B | 0.71% | |
| 44 | HDHOME DEPOT INC | 4,595 | $1.7B | 0.70% | |
| 45 | VVISA INC | 4,730 | $1.7B | 0.69% | |
| 46 | PGPROCTER AND GAMBLE CO | 8,945 | $1.5B | 0.63% | |
| 47 | HDEFDBX ETF TR | 56,077 | $1.5B | 0.63% | |
| 48 | GQ9SPDR GOLD TR | 5,258 | $1.5B | 0.63% | |
| 49 | VBVANGUARD INDEX FDS | 6,691 | $1.5B | 0.62% | |
| 50 | AMZNAMAZON COM INC | 7,699 | $1.5B | 0.61% | |
| 51 | CVXCHEVRON CORP NEW | 8,424 | $1.4B | 0.58% | |
| 52 | DGROISHARES TR | 22,261 | $1.4B | 0.57% | |
| 53 | SLVISHARES SILVER TR | 42,900 | $1.3B | 0.55% | |
| 54 | NDQINVESCO QQQ TR | 2,627 | $1.2B | 0.51% | |
| 55 | CATCATERPILLAR INC | 3,685 | $1.2B | 0.50% | |
| 56 | GOOGALPHABET INC | 7,618 | $1.2B | 0.49% | |
| 57 | XMPTVANECK ETF TRUST | 52,511 | $1.1B | 0.47% | |
| 58 | KOCOCA COLA CO | 14,747 | $1.1B | 0.44% | |
| 59 | JNJJOHNSON & JOHNSON | 6,275 | $1.0B | 0.43% | |
| 60 | HBANHUNTINGTON BANCSHARES INC | 64,641 | $970.3M | 0.40% | |
| 61 | LMTLOCKHEED MARTIN CORP | 2,092 | $934.3M | 0.39% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 1,776 | $930.1M | 0.39% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 3,732 | $928.1M | 0.38% | |
| 64 | IBITISHARES BITCOIN TRUST ETF | 19,719 | $923.0M | 0.38% | |
| 65 | GOOGLALPHABET INC | 5,874 | $908.3M | 0.38% | |
| 66 | CSCOCISCO SYS INC | 14,638 | $903.3M | 0.37% | |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 14,438 | $880.6M | 0.37% | |
| 68 | SHMSPDR SER TR | 18,269 | $869.6M | 0.36% | |
| 69 | BACVERIZON COMMUNICATIONS INC | 18,752 | $850.6M | 0.35% | |
| 70 | EFAVISHARES TR | 10,916 | $850.6M | 0.35% | |
| 71 | XLESELECT SECTOR SPDR TR | 9,053 | $846.0M | 0.35% | |
| 72 | XLFSELECT SECTOR SPDR TR | 16,514 | $822.6M | 0.34% | |
| 73 | SDVYFIRST TR EXCHANGE-TRADED FD | 24,014 | $804.5M | 0.33% | |
| 74 | HDVISHARES TR | 6,584 | $797.4M | 0.33% | |
| 75 | DISDISNEY WALT CO | 7,982 | $787.8M | 0.33% | |
| 76 | IWMISHARES TR | 3,812 | $760.5M | 0.32% | |
| 77 | ABTABBOTT LABS | 5,643 | $748.6M | 0.31% | |
| 78 | XLISELECT SECTOR SPDR TR | 5,610 | $735.3M | 0.30% | |
| 79 | SPYSPDR S&P 500 ETF TR | 1,283 | $717.5M | 0.30% | |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 1,388 | $690.5M | 0.29% | |
| 81 | HYDVANECK ETF TRUST | 13,213 | $676.2M | 0.28% | |
| 82 | XLBSELECT SECTOR SPDR TR | 7,725 | $664.2M | 0.28% | |
| 83 | ASMLASML HOLDING N V | 988 | $655.0M | 0.27% | |
| 84 | ENBENBRIDGE INC | 14,044 | $622.3M | 0.26% | |
| 85 | PLTRPALANTIR TECHNOLOGIES INC | 7,347 | $620.1M | 0.26% | |
| 86 | GILDGILEAD SCIENCES INC | 5,261 | $589.5M | 0.24% | |
| 87 | CRWDCROWDSTRIKE HLDGS INC | 1,670 | $588.8M | 0.24% | |
| 88 | GDGENERAL DYNAMICS CORP | 2,076 | $565.9M | 0.23% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 1,094 | $541.8M | 0.22% | |
| 90 | NOCNORTHROP GRUMMAN CORP | 1,047 | $536.1M | 0.22% | |
| 91 | DNPDNP SELECT INCOME FD INC | 53,725 | $531.3M | 0.22% | |
| 92 | XLFISELECT SECTOR SPDR TR | 6,436 | $525.6M | 0.22% | |
| 93 | RSPINVESCO EXCHANGE TRADED FD T | 3,030 | $524.9M | 0.22% | |
| 94 | ADBEADOBE INC | 1,358 | $520.8M | 0.22% | |
| 95 | VONVVANGUARD SCOTTSDALE FDS | 6,309 | $520.7M | 0.22% | |
| 96 | BKLNINVESCO EXCH TRADED FD TR II | 24,806 | $513.5M | 0.21% | |
| 97 | YUMYUM BRANDS INC | 3,232 | $508.5M | 0.21% | |
| 98 | PFEPFIZER INC | 19,630 | $497.4M | 0.21% | |
| 99 | MRKMERCK & CO INC | 5,189 | $465.7M | 0.19% | |
| 100 | AQLTISHARES TR | 3,461 | $464.8M | 0.19% |
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