INVESTMENT PARTNERS, LTD. Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$242.8B
Holdings
146
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 36,426 | $14.6B | 6.02% | |
| 2 | IWDISHARES TR | 56,427 | $10.4B | 4.30% | |
| 3 | MSFTMICROSOFT CORP | 22,708 | $9.6B | 3.94% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 191,734 | $9.2B | 3.78% | |
| 5 | AAPLAPPLE INC | 34,115 | $8.5B | 3.52% | |
| 6 | NVDANVIDIA CORPORATION | 46,640 | $6.3B | 2.58% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 139,969 | $6.2B | 2.54% | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 30,238 | $5.9B | 2.44% | |
| 9 | IVWISHARES TR | 54,660 | $5.5B | 2.29% | |
| 10 | LLYELI LILLY & CO | 6,542 | $5.1B | 2.08% | |
| 11 | IWPISHARES TR | 39,034 | $4.9B | 2.04% | |
| 12 | AQLTISHARES TR | 68,150 | $4.8B | 1.97% | |
| 13 | JPMJPMORGAN CHASE & CO. | 19,415 | $4.7B | 1.92% | |
| 14 | IWSISHARES TR | 35,480 | $4.6B | 1.89% | |
| 15 | IVEISHARES TR | 23,882 | $4.6B | 1.88% | |
| 16 | SHYGISHARES TR | 97,040 | $4.1B | 1.70% | |
| 17 | IGSBISHARES TR | 78,228 | $4.0B | 1.67% | |
| 18 | BSVVANGUARD BD INDEX FDS | 50,961 | $3.9B | 1.62% | |
| 19 | USMVISHARES TR | 42,946 | $3.8B | 1.57% | |
| 20 | EFAISHARES TR | 48,955 | $3.7B | 1.52% | |
| 21 | IVVISHARES TR | 5,581 | $3.3B | 1.35% | |
| 22 | ABBVABBVIE INC | 17,199 | $3.1B | 1.26% | |
| 23 | XLUSELECT SECTOR SPDR TR | 38,795 | $2.9B | 1.21% | |
| 24 | ORCLORACLE CORP | 16,626 | $2.8B | 1.14% | |
| 25 | IWNISHARES TR | 16,769 | $2.8B | 1.13% | |
| 26 | MUBISHARES TR | 25,812 | $2.8B | 1.13% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,822 | $2.6B | 1.09% | |
| 28 | VOVANGUARD INDEX FDS | 9,789 | $2.6B | 1.06% | |
| 29 | PREFPRINCIPAL EXCHANGE TRADED FD | 137,131 | $2.6B | 1.05% | |
| 30 | IWOISHARES TR | 8,676 | $2.5B | 1.03% | |
| 31 | VSSVANGUARD INTL EQUITY INDEX F | 21,348 | $2.4B | 1.01% | |
| 32 | IAGGISHARES TR | 43,968 | $2.2B | 0.90% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 7,388 | $2.2B | 0.89% | |
| 34 | WMTWALMART INC | 22,970 | $2.1B | 0.85% | |
| 35 | SDYSPDR SER TR | 15,509 | $2.0B | 0.84% | |
| 36 | AEPAMERICAN ELEC PWR CO INC | 21,401 | $2.0B | 0.81% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 2,021 | $1.9B | 0.76% | |
| 38 | IJHISHARES TR | 29,598 | $1.8B | 0.76% | |
| 39 | VNQVANGUARD INDEX FDS | 20,463 | $1.8B | 0.75% | |
| 40 | VBVANGUARD INDEX FDS | 7,383 | $1.8B | 0.73% | |
| 41 | MCDMCDONALDS CORP | 6,078 | $1.8B | 0.73% | |
| 42 | HDHOME DEPOT INC | 4,400 | $1.7B | 0.70% | |
| 43 | VIGIVANGUARD WHITEHALL FDS | 21,263 | $1.7B | 0.70% | |
| 44 | XOMEXXON MOBIL CORP | 15,610 | $1.7B | 0.69% | |
| 45 | PEPPEPSICO INC | 11,021 | $1.7B | 0.69% | |
| 46 | VVISA INC | 5,143 | $1.6B | 0.67% | |
| 47 | PGPROCTER AND GAMBLE CO | 9,261 | $1.6B | 0.64% | |
| 48 | DGROISHARES TR | 25,109 | $1.5B | 0.63% | |
| 49 | AMZNAMAZON COM INC | 6,565 | $1.4B | 0.59% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 2,695 | $1.4B | 0.56% | |
| 51 | GOOGALPHABET INC | 7,076 | $1.3B | 0.55% | |
| 52 | HDEFDBX ETF TR | 54,521 | $1.3B | 0.55% | |
| 53 | GQ9SPDR GOLD TR | 5,258 | $1.3B | 0.52% | |
| 54 | CATCATERPILLAR INC | 3,425 | $1.2B | 0.51% | |
| 55 | CVXCHEVRON CORP NEW | 8,392 | $1.2B | 0.50% | |
| 56 | NDQINVESCO QQQ TR | 2,254 | $1.2B | 0.47% | |
| 57 | SLVISHARES SILVER TR | 42,900 | $1.1B | 0.47% | |
| 58 | EFAVISHARES TR | 15,726 | $1.1B | 0.46% | |
| 59 | XMPTVANECK ETF TRUST | 51,326 | $1.1B | 0.45% | |
| 60 | HBANHUNTINGTON BANCSHARES INC | 66,330 | $1.1B | 0.44% | |
| 61 | LMTLOCKHEED MARTIN CORP | 2,109 | $1.0B | 0.42% | |
| 62 | GOOGLALPHABET INC | 5,377 | $1.0B | 0.42% | |
| 63 | KOCOCA COLA CO | 14,747 | $918.2M | 0.38% | |
| 64 | SHMSPDR SER TR | 19,350 | $917.0M | 0.38% | |
| 65 | CSCOCISCO SYS INC | 15,397 | $911.5M | 0.38% | |
| 66 | JNJJOHNSON & JOHNSON | 6,262 | $905.5M | 0.37% | |
| 67 | DISDISNEY WALT CO | 7,998 | $890.6M | 0.37% | |
| 68 | IWMISHARES TR | 3,940 | $870.7M | 0.36% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 3,954 | $869.2M | 0.36% | |
| 70 | SDVYFIRST TR EXCHANGE-TRADED FD | 23,997 | $860.3M | 0.35% | |
| 71 | BMYBRISTOL-MYERS SQUIBB CO | 14,378 | $813.2M | 0.33% | |
| 72 | XLFSELECT SECTOR SPDR TR | 16,514 | $798.1M | 0.33% | |
| 73 | BACVERIZON COMMUNICATIONS INC | 19,608 | $784.1M | 0.32% | |
| 74 | XLESELECT SECTOR SPDR TR | 9,047 | $775.0M | 0.32% | |
| 75 | SPYSPDR S&P 500 ETF TR | 1,282 | $751.2M | 0.31% | |
| 76 | IBITISHARES BITCOIN TRUST ETF | 13,980 | $741.6M | 0.31% | |
| 77 | XLISELECT SECTOR SPDR TR | 5,610 | $739.2M | 0.30% | |
| 78 | HDVISHARES TR | 6,571 | $737.7M | 0.30% | |
| 79 | HYDVANECK ETF TRUST | 13,890 | $721.0M | 0.30% | |
| 80 | ASMLASML HOLDING N V | 997 | $691.2M | 0.28% | |
| 81 | ABTABBOTT LABS | 6,005 | $679.3M | 0.28% | |
| 82 | TMOTHERMO FISHER SCIENTIFIC INC | 1,297 | $674.9M | 0.28% | |
| 83 | TSLATESLA INC | 1,658 | $669.6M | 0.28% | |
| 84 | XLBSELECT SECTOR SPDR TR | 7,725 | $650.0M | 0.27% | |
| 85 | ENBENBRIDGE INC | 15,162 | $643.3M | 0.26% | |
| 86 | GDGENERAL DYNAMICS CORP | 2,291 | $603.7M | 0.25% | |
| 87 | ISRGINTUITIVE SURGICAL INC | 1,111 | $579.9M | 0.24% | |
| 88 | CRWDCROWDSTRIKE HLDGS INC | 1,626 | $556.4M | 0.23% | |
| 89 | PFEPFIZER INC | 20,616 | $547.0M | 0.23% | |
| 90 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,748 | $542.7M | 0.22% | |
| 91 | ADBEADOBE INC | 1,197 | $532.3M | 0.22% | |
| 92 | RSPINVESCO EXCHANGE TRADED FD T | 3,030 | $530.9M | 0.22% | |
| 93 | GILDGILEAD SCIENCES INC | 5,747 | $530.8M | 0.22% | |
| 94 | VONVVANGUARD SCOTTSDALE FDS | 6,231 | $506.3M | 0.21% | |
| 95 | XLFISELECT SECTOR SPDR TR | 6,300 | $495.2M | 0.20% | |
| 96 | NOCNORTHROP GRUMMAN CORP | 1,047 | $491.4M | 0.20% | |
| 97 | PRKPARK NATL CORP | 2,780 | $476.6M | 0.20% | |
| 98 | GSGOLDMAN SACHS GROUP INC | 831 | $475.7M | 0.20% | |
| 99 | MRKMERCK & CO INC | 4,712 | $468.7M | 0.19% | |
| 100 | DNPDNP SELECT INCOME FD INC | 53,131 | $468.6M | 0.19% |
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