Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

$259 Million
Q2 2025

Investment Partners, Ltd. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $15.4M, Vanguard Ftse Developed Market with a value of $14.3M, Ishares Russell 1000 Val ETF with a value of $11.2M, Microsoft Corp with a value of $10.4M, and Vanguard Ftse Emerging Mkts Et with a value of $7.58M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $239M to 259M.

Below you can find more details about Investment Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $259 Million

ETFs: $159 Million

Technology: $35.8 Million

Financial Services: $15.9 Million

Healthcare: $13.6 Million

Consumer Defensive: $8.75 Million

Industrials: $7.54 Million

Consumer Cyclical: $6.71 Million

Communication Services: $4.96 Million

Other: $6.83 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$15.4 Million 5.92% of portfolio	36,184	Q2 2025 Added 1.97%
VEA Vanguard Ftse Developed Market ETFs	$0	$14.3 Million 5.52% of portfolio	251,120	Q2 2025 Added 23.99%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$11.2 Million 4.33% of portfolio	57,861	Q2 2025 Added 4.0%
MSFT Microsoft Corp Technology	$3.71T	$10.4 Million 4.01% of portfolio	20,924	Q2 2025 Reduced 7.83%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$7.58 Million 2.92% of portfolio	153,169	Q2 2025 Added 7.15%
NVDA Nvidia Corp Technology	$419B	$7.48 Million 2.88% of portfolio	47,332	Q2 2025 Added 0.88%
AAPL Apple Inc. Technology	$3.82T	$7.1 Million 2.73% of portfolio	34,586	Q2 2025 Added 0.12%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$5.92 Million 2.28% of portfolio	53,746	Q2 2025 Reduced 0.46%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$5.77 Million 2.22% of portfolio	73,262	Q2 2025 Added 13.72%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$5.6 Million 2.16% of portfolio	40,415	Q2 2025 Added 6.23%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.51 Million 2.12% of portfolio	30,254	Q1 2025 Added 0.05%
JPM Jpmorgan Chase & CO Financial Services	$859B	$5.25 Million 2.02% of portfolio	18,093	Q2 2025 Reduced 9.48%
IEFA Ishares Tr ETFs	$0	$5.2 Million 2.0% of portfolio	62,251	Q2 2025 Reduced 4.71%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$5.15 Million 1.99% of portfolio	97,638	Q2 2025 Added 10.58%
IWS Ishares Russell Midcap Value E ETFs	$0	$4.97 Million 1.92% of portfolio	37,639	Q2 2025 Added 10.2%
LLY Eli Lilly & CO Healthcare	$702B	$4.91 Million 1.89% of portfolio	6,300	Q2 2025 Reduced 3.79%
IVE Ishares S&P 500 Value ETF ETFs	$0	$4.63 Million 1.79% of portfolio	23,703	Q2 2025 Added 0.14%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$4.62 Million 1.78% of portfolio	107,104	Q2 2025 Added 6.97%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$4.27 Million 1.65% of portfolio	47,812	Q1 2025 Reduced 2.33%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$3.41 Million 1.31% of portfolio	36,318	Q2 2025 Added 0.14%
ORCL Oracle Corp Technology	$643B	$3.26 Million 1.25% of portfolio	14,892	Q2 2025 Reduced 10.46%
ABBV Abb Vie Inc. Healthcare	$371B	$3.21 Million 1.24% of portfolio	17,304	Q2 2025 Added 0.65%
XLU Utilities Sector Spdr ETFs	$0	$3.19 Million 1.23% of portfolio	39,091	Q2 2025 Added 0.68%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.07 Million 1.18% of portfolio	4,950	Q2 2025 Reduced 5.25%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$650B	$2.75 Million 1.06% of portfolio	5,655	Q2 2025 Reduced 2.26%
IWN Ishares Russell2000 Val ETF ETFs	$0	$2.73 Million 1.05% of portfolio	17,286	Q2 2025 Added 5.94%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$2.62 Million 1.01% of portfolio	51,315	Q2 2025 Added 10.55%
VO Vanguard Mid Cap ETF ETFs	$0	$2.61 Million 1.01% of portfolio	9,335	Q2 2025 Reduced 1.21%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.59 Million 1.0% of portfolio	24,835	Q2 2025 Added 1.84%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$2.49 Million 0.96% of portfolio	8,701	Q2 2025 Added 3.57%
AEP American Electric Power CO Inc Utilities	$55.3B	$2.19 Million 0.84% of portfolio	21,130	Q2 2025 Reduced 0.92%
ADP Automatic Data Processing Inc Industrials	$124B	$2.19 Million 0.84% of portfolio	7,094	Q2 2025 Reduced 4.2%
COST Costco Wholesale Corp Consumer Defensive	$430B	$2.1 Million 0.81% of portfolio	2,122	Q2 2025 Added 1.14%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$2.11 Million 0.81% of portfolio	15,509	Q3 2024 Reduced 10.84%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.02 Million 0.78% of portfolio	49,969	Q2 2025 New
WMT Walmart Inc. Consumer Defensive	$278B	$1.93 Million 0.74% of portfolio	19,706	Q2 2025 Reduced 14.25%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$1.92 Million 0.74% of portfolio	21,263	Q2 2024 Reduced 25.24%
PREF Principal Spectrum Pfd Secs Ac ETFs	$0	$1.89 Million 0.73% of portfolio	99,541	Q2 2025 Reduced 21.56%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.82 Million 0.7% of portfolio	20,465	Q2 2025 Added 0.0%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.79 Million 0.69% of portfolio	28,927	Q2 2025 Reduced 9.82%
MCD Mcdonalds Corp Consumer Cyclical	$230B	$1.77 Million 0.68% of portfolio	6,054	Q2 2025 Reduced 0.8%
AMZN Amazon Com Inc Consumer Cyclical	$2.4T	$1.71 Million 0.66% of portfolio	7,783	Q2 2025 Added 1.09%
XOM Exxon Mobil Corp Energy	$458B	$1.68 Million 0.65% of portfolio	15,585	Q2 2025 Reduced 4.18%
HD Home Depot, Inc. Consumer Cyclical	$430B	$1.62 Million 0.63% of portfolio	4,431	Q2 2025 Reduced 3.57%
GLD Spdr Gold Trust ETFs	$116B	$1.64 Million 0.63% of portfolio	5,386	Q2 2025 Added 2.43%
V Visa Inc. Financial Services	$560B	$1.63 Million 0.63% of portfolio	4,599	Q2 2025 Reduced 2.77%
HDEF Xtrackers Msci Eafe High Div Y ETFs	$0	$1.62 Million 0.62% of portfolio	56,077	Q1 2025 Added 2.85%
VB Vanguard Small Cap ETF ETFs	$0	$1.58 Million 0.61% of portfolio	6,656	Q2 2025 Reduced 0.52%
PEP Pepsico Inc Consumer Defensive	$195B	$1.53 Million 0.59% of portfolio	11,571	Q2 2025 Added 2.01%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.52 Million 0.58% of portfolio	2,749	Q2 2025 Added 4.64%

Summary

Portfolio
No. of Stocks 158
Current Value $259 Million
Prior Value $239 Million
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 12 stocks
Additional Purchases 71 stocks
Sold out of 0 stocks
Reduced holdings in 48 stocks

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Investment Partners, Ltd. Portfolio Holdings