INVESTMENT PARTNERS, LTD. | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 154 positions

IWF

iShares Russell 1000 Growth ETF

35,995 shares

$16.9M

5.94%

VEA

Vanguard FTSE Developed Markets ETF

258,233 shares

$15.5M

5.45%

IWD

iShares Russell 1000 Value ETF

57,714 shares

$11.7M

4.14%

MSFT

MICROSOFT CORP

21,002 shares

$10.9M

3.83%

AAPL

Apple Inc.

36,044 shares

$9.2M

3.23%

NVDA

NVIDIA CORP

47,091 shares

$8.8M

3.09%

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

155,003 shares

$8.4M

2.96%

VIG

Vanguard Dividend Appreciation ETF

30,267 shares

$6.5M

2.30%

IVW

iShares S&P 500 Growth ETF

53,748 shares

$6.5M

2.28%

BSV

Vanguard Short-Term Bond ETF

77,208 shares

$6.1M

2.15%

IWP

iShares Russell Mid-Cap Growth ETF

41,396 shares

$5.9M

2.08%

JPM

JPMORGAN CHASE & CO

17,916 shares

$5.7M

1.99%

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

103,266 shares

$5.5M

1.93%

IEFA

iShares Core MSCI International Developed Markets ETF

61,992 shares

$5.4M

1.91%

IWS

iShares Russell Midcap Value ETF

38,318 shares

$5.4M

1.88%

SHYG

115,221 shares

$5.0M

1.76%

IVE

iShares S&P 500 Value ETF

23,706 shares

$4.9M

1.72%

LLY

ELI LILLY & Co

6,143 shares

$4.7M

1.65%

EFA

iShares MSCI EAFE ETF

47,812 shares

$4.5M

1.57%

ORCL

ORACLE CORP

14,811 shares

$4.2M

1.47%

USMV

iShares MSCI USA Min Vol Factor ETF

36,373 shares

$3.5M

1.22%

XLU

Utilities Select Sector SPDR Fund

39,071 shares

$3.4M

1.20%

IVV

iShares Core S&P 500 ETF

4,903 shares

$3.3M

1.16%

IWN

iShares Russell 2000 Value ETF

17,570 shares

$3.1M

1.09%

MUB

VanEck Municipal Bond ETF

28,725 shares

$3.1M

1.08%

IWO

iShares Russell 2000 Growth ETF

8,841 shares

$2.8M

1.00%

BRK.B

Berkshire Hathaway Inc. Class B

5,615 shares

$2.8M

0.99%

IAGG

54,237 shares

$2.8M

0.98%

Vanguard Mid-Cap ETF

9,324 shares

$2.7M

0.96%

IBIT

iShares Bitcoin Trust ETF

41,912 shares

$2.7M

0.96%

AEP

AMERICAN ELECTRIC POWER CO INC

21,222 shares

$2.4M

0.84%

SPDW

SPDR Portfolio Developed World ex-US ETF

54,398 shares

$2.3M

0.82%

SDY

SPDR S&P Dividend ETF

15,509 shares

$2.2M

0.76%

ADP

AUTOMATIC DATA PROCESSING INC

7,111 shares

$2.1M

0.73%

WMT

Walmart Inc.

19,975 shares

$2.1M

0.72%

GOOG

Alphabet Inc.

8,171 shares

$2.0M

0.70%

COST

COSTCO WHOLESALE CORP /NEW

2,096 shares

$1.9M

0.68%

PREF

99,541 shares

$1.9M

0.67%

VIGI

21,263 shares

$1.9M

0.67%

IJH

iShares Core S&P Mid-Cap ETF

28,965 shares

$1.9M

0.67%

VNQ

Vanguard Real Estate ETF

20,466 shares

$1.9M

0.66%

GLD

SPDR GOLD TRUST

5,258 shares

$1.9M

0.66%

HOME DEPOT, INC.

4,590 shares

$1.9M

0.65%

MCD

MCDONALDS CORP

6,092 shares

$1.9M

0.65%

SLV

iShares Silver Trust

42,900 shares

$1.8M

0.64%

XOM

EXXON MOBIL CORP

15,768 shares

$1.8M

0.63%

CAT

CATERPILLAR INC

3,639 shares

$1.7M

0.61%

AMZN

AMAZON COM INC

7,839 shares

$1.7M

0.61%

GOOGL

Alphabet Inc.

7,035 shares

$1.7M

0.60%

XMPT

77,375 shares

$1.7M

0.60%

Most Active Tickers

VEA

Vanguard FTSE Developed Markets ETF

3 signals

IWF

iShares Russell 1000 Growth ETF

3 signals

IWD

iShares Russell 1000 Value ETF

3 signals

MSFT

MICROSOFT CORP

3 signals

AAPL

Apple Inc.

3 signals

NVDA

NVIDIA CORP

3 signals

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

3 signals

BSV

Vanguard Short-Term Bond ETF

3 signals

VIG

Vanguard Dividend Appreciation ETF

Activity (Last 7 Days)

May 6, 2026

+152-0

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