IP

INVESTMENT PARTNERS, LTD.

13F
INVESTMENT PARTNERS, LTD.
Last update 2025-04-30 148 Stocks (7 new)
Value $241.00 Mil Turnover 3 %
Countries:
Top Holdings: IWF(5.31%)IWD(4.34%)VEA(4.27%)MSFT(3.53%)AAPL(3.18%)
Summary Stock Picks Current Portfolio
INVESTMENT PARTNERS, LTD. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF 		iShares Russell 1000 Growth ETF
35,486
12,813.5
-2.58%
5.310
-0.16%
0.010
+1.33%
-0.43%
105,849.9
 
IWD 		iShares Russell 1000 Value ETF
55,635
10,468.4
-1.40%
4.340
-0.06%
0.020
-2.54%
+2.32%
61,170.1
 
VEA 		Vanguard FTSE Developed Markets ETF
202,526
10,294.4
+5.63%
4.270
+0.23%
0.010
+9.33%
+16.77%
145,587.8
 
MSFT 		Microsoft Corp
22,702
8,522.2
-0.03%
3.530
0%
0.000
+16.18%
+9.64%
3,421,645.9
Software
AAPL 		Apple Inc
34,543
7,673.0
+1.25%
3.180
+0.04%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
VWO 		Vanguard FTSE Emerging Markets ETF
142,952
6,470.0
+2.13%
2.680
+0.06%
0.010
+5.18%
+6.83%
80,561.0
 
VIG 		Vanguard Dividend Appreciation FTF
30,254
5,869.0
+0.05%
2.430
0%
0.010
-2.09%
+1.56%
88,208.2
 
LLY 		Eli Lilly and Co
6,548
5,407.7
+0.09%
2.240
0%
0.000
-19.71%
-4.09%
662,232.7
Drug Manufacturers
NVDA 		NVIDIA Corp
46,919
5,085.1
+0.60%
2.110
+0.01%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
BSV 		Vanguard Short-Term Bond ETF
64,421
5,042.9
+26.41%
2.090
+0.44%
0.010
+1.23%
+2.66%
34,689.1
 

INVESTMENT PARTNERS, LTD.'s Historical Top Holdings Breakdowns

INVESTMENT PARTNERS, LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV 		Vanguard Short-Term Bond ETF2025-03-31Add
+0.44%
●
76.94 ($77.63) 78.28
$78.36
0.94%
Add 26.41%
64,421
13,460
USMV 		iShares MSCI USA Min Vol Factor ETF2025-03-31Reduce
-0.24%
●
87.68 ($92.03) 94.57
$93.51
1.61%
Reduce -15.55%
36,267
-6,679
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.23%
●
47.4 ($50.6) 52.99
$55.58
9.84%
Add 5.63%
202,526
10,792
IGSB 		iShares 1-3 Year Credit Bond ETF2025-03-31Add
+0.22%
●
51.52 ($51.99) 52.37
$52.45
0.88%
Add 12.87%
88,294
10,066
BKLN 		Invesco Senior Loan ETF2025-03-31New Buy
+0.21%
●
20.7 ($20.97) 21.15
$20.86
-0.52%
New holding
24,806
24,806
UNH 		UnitedHealth Group Inc2025-03-31Reduce
-0.19%
●
461.52 ($511.2) 548.18
$301.91
-40.94%
Reduce -34.1%
1,776
-919
IWF 		iShares Russell 1000 Growth ETF2025-03-31Reduce
-0.16%
●
360.07 ($394.62) 417.26
$399.43
1.22%
Reduce -2.58%
35,486
-940
EFAV 		iShares MSCI EAFE Min Vol Factor ETF2025-03-31Reduce
-0.14%
●
69.81 ($74.66) 78.91
$84.44
13.10%
Reduce -30.59%
10,916
-4,810
CAVA 		Cava Group Inc2025-03-31New Buy
+0.12%
●
74.07 ($108.42) 142.9
$81.27
-25.04%
New holding
3,428
3,428
PANW 		Palo Alto Networks Inc2025-03-31New Buy
+0.12%
●
167.82 ($184.92) 208.28
$192.42
4.06%
New holding
1,643
1,643

INVESTMENT PARTNERS, LTD. Total Holding History ($B)

To

INVESTMENT PARTNERS, LTD.'s Asset Allocation

To

INVESTMENT PARTNERS, LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

INVESTMENT PARTNERS, LTD.'s Hypothetical Growth since 2025-03-31

INVESTMENT PARTNERS, LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

INVESTMENT PARTNERS, LTD.'s Holdings Heat Map

Size field:

INVESTMENT PARTNERS, LTD.'s Holdings Bubble Chart

INVESTMENT PARTNERS, LTD. News

  • 1

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