INVESTMENT PARTNERS, LTD. Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$284.0B
Holdings
154
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (154 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 35,995 | $16.9B | 5.94% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 258,233 | $15.5B | 5.45% | |
| 3 | IWDISHARES TR | 57,714 | $11.7B | 4.14% | |
| 4 | MSFTMICROSOFT CORP | 21,002 | $10.9B | 3.83% | |
| 5 | AAPLAPPLE INC | 36,044 | $9.2B | 3.23% | |
| 6 | NVDANVIDIA CORPORATION | 47,091 | $8.8B | 3.09% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 155,003 | $8.4B | 2.96% | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 30,267 | $6.5B | 2.30% | |
| 9 | IVWISHARES TR | 53,748 | $6.5B | 2.28% | |
| 10 | BSVVANGUARD BD INDEX FDS | 77,208 | $6.1B | 2.15% | |
| 11 | IWPISHARES TR | 41,396 | $5.9B | 2.08% | |
| 12 | JPMJPMORGAN CHASE & CO. | 17,916 | $5.7B | 1.99% | |
| 13 | IGSBISHARES TR | 103,266 | $5.5B | 1.93% | |
| 14 | AQLTISHARES TR | 61,992 | $5.4B | 1.91% | |
| 15 | IWSISHARES TR | 38,318 | $5.4B | 1.88% | |
| 16 | SHYGISHARES TR | 115,221 | $5.0B | 1.76% | |
| 17 | IVEISHARES TR | 23,706 | $4.9B | 1.72% | |
| 18 | LLYELI LILLY & CO | 6,143 | $4.7B | 1.65% | |
| 19 | EFAISHARES TR | 47,812 | $4.5B | 1.57% | |
| 20 | ORCLORACLE CORP | 14,811 | $4.2B | 1.47% | |
| 21 | USMVISHARES TR | 36,373 | $3.5B | 1.22% | |
| 22 | XLUSELECT SECTOR SPDR TR | 39,071 | $3.4B | 1.20% | |
| 23 | IVVISHARES TR | 4,903 | $3.3B | 1.16% | |
| 24 | IWNISHARES TR | 17,570 | $3.1B | 1.09% | |
| 25 | MUBISHARES TR | 28,725 | $3.1B | 1.08% | |
| 26 | IWOISHARES TR | 8,841 | $2.8B | 1.00% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,615 | $2.8B | 0.99% | |
| 28 | IAGGISHARES TR | 54,237 | $2.8B | 0.98% | |
| 29 | VOVANGUARD INDEX FDS | 9,324 | $2.7B | 0.96% | |
| 30 | IBITISHARES BITCOIN TRUST ETF | 41,912 | $2.7B | 0.96% | |
| 31 | AEPAMERICAN ELEC PWR CO INC | 21,222 | $2.4B | 0.84% | |
| 32 | SPDWSPDR INDEX SHS FDS | 54,398 | $2.3B | 0.82% | |
| 33 | SDYSPDR SERIES TRUST | 15,509 | $2.2B | 0.76% | |
| 34 | ADPAUTOMATIC DATA PROCESSING IN | 7,111 | $2.1B | 0.73% | |
| 35 | WMTWALMART INC | 19,975 | $2.1B | 0.72% | |
| 36 | GOOGALPHABET INC | 8,171 | $2.0B | 0.70% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 2,096 | $1.9B | 0.68% | |
| 38 | PREFPRINCIPAL EXCHANGE TRADED FD | 99,541 | $1.9B | 0.67% | |
| 39 | VIGIVANGUARD WHITEHALL FDS | 21,263 | $1.9B | 0.67% | |
| 40 | IJHISHARES TR | 28,965 | $1.9B | 0.67% | |
| 41 | VNQVANGUARD INDEX FDS | 20,466 | $1.9B | 0.66% | |
| 42 | GQ9SPDR GOLD TR | 5,258 | $1.9B | 0.66% | |
| 43 | HDHOME DEPOT INC | 4,590 | $1.9B | 0.65% | |
| 44 | MCDMCDONALDS CORP | 6,092 | $1.9B | 0.65% | |
| 45 | SLVISHARES SILVER TR | 42,900 | $1.8B | 0.64% | |
| 46 | XOMEXXON MOBIL CORP | 15,768 | $1.8B | 0.63% | |
| 47 | CATCATERPILLAR INC | 3,639 | $1.7B | 0.61% | |
| 48 | AMZNAMAZON COM INC | 7,839 | $1.7B | 0.61% | |
| 49 | GOOGLALPHABET INC | 7,035 | $1.7B | 0.60% | |
| 50 | XMPTVANECK ETF TRUST | 77,375 | $1.7B | 0.60% | |
| 51 | VBVANGUARD INDEX FDS | 6,609 | $1.7B | 0.59% | |
| 52 | ETHAISHARES ETHEREUM TR | 52,425 | $1.7B | 0.58% | |
| 53 | NDQINVESCO QQQ TR | 2,750 | $1.7B | 0.58% | |
| 54 | HDEFDBX ETF TR | 55,331 | $1.6B | 0.57% | |
| 55 | PEPPEPSICO INC | 11,405 | $1.6B | 0.56% | |
| 56 | DGROISHARES TR | 22,332 | $1.5B | 0.54% | |
| 57 | VVISA INC | 4,414 | $1.5B | 0.53% | |
| 58 | PLTRPALANTIR TECHNOLOGIES INC | 8,101 | $1.5B | 0.52% | |
| 59 | PGPROCTER AND GAMBLE CO | 7,939 | $1.2B | 0.43% | |
| 60 | CVXCHEVRON CORP NEW | 7,754 | $1.2B | 0.42% | |
| 61 | HBANHUNTINGTON BANCSHARES INC | 60,633 | $1.0B | 0.37% | |
| 62 | SPYSPDR S&P 500 ETF TR | 1,565 | $1.0B | 0.37% | |
| 63 | LMTLOCKHEED MARTIN CORP | 2,011 | $1.0B | 0.35% | |
| 64 | JNJJOHNSON & JOHNSON | 5,343 | $990.7M | 0.35% | |
| 65 | ASMLASML HOLDING N V | 995 | $963.2M | 0.34% | |
| 66 | ABBVABBVIE INC | 4,057 | $939.3M | 0.33% | |
| 67 | EFAVISHARES TR | 10,946 | $928.6M | 0.33% | |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 3,270 | $922.7M | 0.32% | |
| 69 | SDVYFIRST TR EXCHANGE-TRADED FD | 24,071 | $915.2M | 0.32% | |
| 70 | XLFSELECT SECTOR SPDR TR | 16,892 | $910.0M | 0.32% | |
| 71 | KOCOCA COLA CO | 13,684 | $907.5M | 0.32% | |
| 72 | CRWDCROWDSTRIKE HLDGS INC | 1,816 | $890.5M | 0.31% | |
| 73 | CSCOCISCO SYS INC | 12,974 | $887.7M | 0.31% | |
| 74 | XLISELECT SECTOR SPDR TR | 5,610 | $865.2M | 0.30% | |
| 75 | SUBISHARES TR | 8,018 | $856.2M | 0.30% | |
| 76 | IWMISHARES TR | 3,532 | $854.5M | 0.30% | |
| 77 | TSLATESLA INC | 1,883 | $837.4M | 0.29% | |
| 78 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,932 | $819.0M | 0.29% | |
| 79 | HDVISHARES TR | 6,614 | $809.9M | 0.29% | |
| 80 | VSSVANGUARD INTL EQUITY INDEX F | 5,497 | $783.6M | 0.28% | |
| 81 | BACVERIZON COMMUNICATIONS INC | 17,553 | $771.4M | 0.27% | |
| 82 | ABTABBOTT LABS | 5,695 | $762.8M | 0.27% | |
| 83 | HYDVANECK ETF TRUST | 14,970 | $762.0M | 0.27% | |
| 84 | GDGENERAL DYNAMICS CORP | 2,159 | $736.3M | 0.26% | |
| 85 | ENBENBRIDGE INC | 14,261 | $719.6M | 0.25% | |
| 86 | XLESELECT SECTOR SPDR TR | 7,977 | $712.7M | 0.25% | |
| 87 | XLBSELECT SECTOR SPDR TR | 7,725 | $692.3M | 0.24% | |
| 88 | GSGOLDMAN SACHS GROUP INC | 847 | $674.6M | 0.24% | |
| 89 | TMOTHERMO FISHER SCIENTIFIC INC | 1,388 | $673.3M | 0.24% | |
| 90 | MUMICRON TECHNOLOGY INC | 3,947 | $660.4M | 0.23% | |
| 91 | NOCNORTHROP GRUMMAN CORP | 1,047 | $638.0M | 0.22% | |
| 92 | DISDISNEY WALT CO | 5,185 | $593.7M | 0.21% | |
| 93 | GILDGILEAD SCIENCES INC | 5,325 | $591.0M | 0.21% | |
| 94 | BMYBRISTOL-MYERS SQUIBB CO | 12,985 | $585.6M | 0.21% | |
| 95 | RSPINVESCO EXCHANGE TRADED FD T | 3,030 | $574.9M | 0.20% | |
| 96 | VONVVANGUARD SCOTTSDALE FDS | 6,358 | $568.2M | 0.20% | |
| 97 | DNPDNP SELECT INCOME FD INC | 54,707 | $547.6M | 0.19% | |
| 98 | ETNEATON CORP PLC | 1,443 | $540.0M | 0.19% | |
| 99 | ISRGINTUITIVE SURGICAL INC | 1,144 | $511.6M | 0.18% | |
| 100 | VSTVISTRA CORP | 2,555 | $500.6M | 0.18% |
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