Filer Name: INVESTMENT PARTNERS, LTD.
CIK: 1050068
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 146
Portfolio Value: $0.24B

Investment Partners, Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IWF US ISHARES RUSSELL 1000 GROWTH 36,426 $15M 6.02% -0.9% -
IWD US ISHARES RUSSELL 1000 VALUE E 56,427 $10M 4.30% 0.0% -
MSFT US MICROSOFT CORP 22,708 $10M 3.94% 5.5% -
VEA US VANGUARD FTSE DEVELOPED ETF 191,734 $9M 3.78% 11.5% -
AAPL US APPLE INC 34,115 $9M 3.52% 0.4% -
NVDA US NVIDIA CORP 46,640 $6M 2.58% 2.5% -
VWO US VANGUARD FTSE EMERGING MARKE 139,969 $6M 2.54% 6.9% -
VIG US VANGUARD DIVIDEND APPREC ETF 30,238 $6M 2.44% 0.1% -
IVW US ISHARES S&P 500 GROWTH ETF 54,660 $6M 2.29% -0.3% -
LLY US ELI LILLY & CO 6,542 $5M 2.08% 0.3% -
IWP US ISHARES RUSSELL MID-CAP GROW 39,034 $5M 2.04% 2.5% -
IEFA US ISHARES CORE MSCI EAFE ETF 68,150 $5M 1.97% 0.0% -
JPM US JPMORGAN CHASE & CO 19,415 $5M 1.92% 3.3% -
IWS US ISHARES RUSSELL MID-CAP VALU 35,480 $5M 1.89% 4.3% -
IVE US ISHARES S&P 500 VALUE ETF 23,882 $5M 1.88% -0.2% -
SHYG US ISHARES 0-5 YR HY CORP BOND 97,040 $4M 1.70% 12.5% -
IGSB US ISHARES 1-5Y INV GRADE CORP 78,228 $4M 1.67% 13.2% -
BSV US VANGUARD SHORT-TERM BOND ETF 50,961 $4M 1.62% 13.4% -
USMV US ISHARES MSCI USA MIN VOL FAC 42,946 $4M 1.57% -0.4% -
EFA US ISHARES MSCI EAFE ETF 48,955 $4M 1.52% -0.9% -
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