The Analysis of INVESTMENT PARTNERS, LTD.'s Holdings

Currently, INVESTMENT PARTNERS, LTD. holds 149 types of securities in its portfolio with a total value $285.7M. In the most recent quarter, they have increased their positions in XLU (+39.3K shares, valued at $1.7M), BSV (+7.7K shares, valued at $603.9K), VEA (+9.1K shares, valued at $565.4K); decreased their positions in MUB (-6.2K shares, valued at $664.2K), EFA (-6.1K shares, valued at $583.9K), LLY (-406 shares, valued at $436.3K); initiated new positions in PSX (+1.9K shares, valued at $242.4K), SPGI (+403 shares, valued at $210.7K), AMGN (+632 shares, valued at $206.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR35.9K shares-0.35%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS267.3K shares3.50%2025-12-312026-02-10

IWD ISHARES TR56.8K shares-1.56%2025-12-312026-02-10

MSFT MICROSOFT CORP20.4K shares-2.97%2025-12-312026-02-10

AAPL APPLE INC35.3K shares-2.02%2025-12-312026-02-10

NVDA NVIDIA CORPORATION47.1K shares0.01%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F157.8K shares1.81%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS30.5K shares0.86%2025-12-312026-02-10

Sponsored

BSV VANGUARD BD INDEX FDS84.9K shares9.93%2025-12-312026-02-10

IVW ISHARES TR53.8K shares0.00%2025-12-312026-02-10

LLY ELI LILLY & CO5.7K shares-6.61%2025-12-312026-02-10

IGSB ISHARES TR113.0K shares9.40%2025-12-312026-02-10

IWP ISHARES TR43.2K shares4.45%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.17.3K shares-3.38%2025-12-312026-02-10

IEFA ISHARES TR61.7K shares-0.40%2025-12-312026-02-10

IWS ISHARES TR38.6K shares0.64%2025-12-312026-02-10

Sponsored

SHYG ISHARES TR125.2K shares8.68%2025-12-312026-02-10

IVE ISHARES TR23.7K shares0.01%2025-12-312026-02-10

EFA ISHARES TR41.7K shares-12.72%2025-12-312026-02-10

IVV ISHARES TR5.1K shares4.65%2025-12-312026-02-10

USMV ISHARES TR36.4K shares0.16%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR78.4K shares100.56%2025-12-312026-02-10

IWN ISHARES TR17.6K shares0.36%2025-12-312026-02-10

IAGG ISHARES TR60.3K shares11.12%2025-12-312026-02-10

Sponsored

ORCL ORACLE CORP14.8K shares0.13%2025-12-312026-02-10

IWO ISHARES TR8.7K shares-1.07%2025-12-312026-02-10

SLV ISHARES SILVER TR42.9K shares0.00%2025-12-312026-02-10

VO VANGUARD INDEX FDS9.4K shares0.77%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares-3.56%2025-12-312026-02-10

ALPHABET INC ALPHABET INC8.0K shares-2.39%2025-12-312026-02-10

MUB ISHARES TR22.5K shares-21.59%2025-12-312026-02-10

WMT WALMART INC19.8K shares-0.79%2025-12-312026-02-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.5K shares28.95%2025-12-312026-02-10

SDY SPDR SERIES TRUST15.5K shares0.00%2025-12-312026-02-10

AEP AMERICAN ELEC PWR CO INC18.4K shares-13.37%2025-12-312026-02-10

SPDW SPDR INDEX SHS FDS47.3K shares-12.99%2025-12-312026-02-10

IBIT ISHARES BITCOIN TRUST ETF42.2K shares0.60%2025-12-312026-02-10

GLD SPDR GOLD TR5.2K shares-0.49%2025-12-312026-02-10

ALPHABET INC ALPHABET INC6.6K shares-6.25%2025-12-312026-02-10

CAT CATERPILLAR INC3.4K shares-5.80%2025-12-312026-02-10

Sponsored

VIGI VANGUARD WHITEHALL FDS21.3K shares0.00%2025-12-312026-02-10

PREF PRINCIPAL EXCHANGE TRADED FD99.5K shares0.00%2025-12-312026-02-10

XOM EXXON MOBIL CORP15.6K shares-1.34%2025-12-312026-02-10

IJH ISHARES TR27.6K shares-4.78%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW2.1K shares0.29%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN7.0K shares-0.97%2025-12-312026-02-10

VNQ VANGUARD INDEX FDS20.5K shares0.00%2025-12-312026-02-10

AMZN AMAZON COM INC7.8K shares-1.02%2025-12-312026-02-10

Sponsored

VB VANGUARD INDEX FDS6.7K shares1.86%2025-12-312026-02-10

XMPT VANECK ETF TRUST77.4K shares0.00%2025-12-312026-02-10

MCD MCDONALDS CORP5.5K shares-9.16%2025-12-312026-02-10

HDEF DBX ETF TR52.1K shares-5.76%2025-12-312026-02-10

PEP PEPSICO INC11.1K shares-3.07%2025-12-312026-02-10

HD HOME DEPOT INC4.4K shares-4.16%2025-12-312026-02-10

V VISA INC4.2K shares-5.26%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC7.9K shares-3.02%2025-12-312026-02-10

Sponsored

DGRO ISHARES TR17.3K shares-22.59%2025-12-312026-02-10

ETHA ISHARES ETHEREUM TR52.4K shares0.00%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC4.0K shares1.77%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO7.6K shares-4.28%2025-12-312026-02-10

CVX CHEVRON CORP NEW7.1K shares-8.09%2025-12-312026-02-10

ASML ASML HOLDING N V995 shares0.00%2025-12-312026-02-10

HBAN HUNTINGTON BANCSHARES INC60.7K shares0.05%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS3.3K shares0.89%2025-12-312026-02-10

Sponsored

CSCO CISCO SYS INC12.7K shares-2.47%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR1.4K shares-9.46%2025-12-312026-02-10

EFAV ISHARES TR11.0K shares0.21%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON4.5K shares-15.46%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR17.1K shares0.99%2025-12-312026-02-10

ABBV ABBVIE INC4.1K shares0.42%2025-12-312026-02-10

SDVY FIRST TR EXCHANGE-TRADED FD24.1K shares0.14%2025-12-312026-02-10

KO COCA COLA CO13.1K shares-4.35%2025-12-312026-02-10

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares0.03%2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR5.6K shares0.00%2025-12-312026-02-10

IWM ISHARES TR3.5K shares0.03%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC1.8K shares0.00%2025-12-312026-02-10

TSLA TESLA INC1.9K shares0.00%2025-12-312026-02-10

DNP DNP SELECT INCOME FD INC82.3K shares50.37%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC1.4K shares0.07%2025-12-312026-02-10

VSS VANGUARD INTL EQUITY INDEX F5.5K shares0.25%2025-12-312026-02-10

Sponsored

GS GOLDMAN SACHS GROUP INC856 shares1.06%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR16.1K shares101.47%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares-2.27%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP1.5K shares-27.25%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC17.3K shares-1.56%2025-12-312026-02-10

XLB SELECT SECTOR SPDR TR15.4K shares100.00%2025-12-312026-02-10

SUB ISHARES TR6.5K shares-19.43%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC1.2K shares4.72%2025-12-312026-02-10

Sponsored

BMY BRISTOL-MYERS SQUIBB CO12.5K shares-3.95%2025-12-312026-02-10

ABT ABBOTT LABS5.3K shares-6.94%2025-12-312026-02-10

HYD VANECK ETF TRUST12.9K shares-13.75%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2025-12-312026-02-10

HDV ISHARES TR4.9K shares-25.91%2025-12-312026-02-10

DIS DISNEY WALT CO5.2K shares0.00%2025-12-312026-02-10

VONV VANGUARD SCOTTSDALE FDS6.4K shares0.44%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares0.03%2025-12-312026-02-10

Sponsored

GILD GILEAD SCIENCES INC4.6K shares-12.77%2025-12-312026-02-10

ENB ENBRIDGE INC11.6K shares-18.84%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC5.0K shares2.09%2025-12-312026-02-10

SPYV SPDR SERIES TRUST9.0K shares0.00%2025-12-312026-02-10

AOM ISHARES TR10.5K shares1.56%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE1.6K shares0.06%2025-12-312026-02-10

DVY ISHARES TR3.5K shares0.17%2025-12-312026-02-10

XLP SELECT SECTOR SPDR TR6.3K shares0.00%2025-12-312026-02-10

Sponsored

BLACKROCK INC BLACKROCK INC441 shares4.75%2025-12-312026-02-10

CINF CINCINNATI FINL CORP2.9K shares-4.70%2025-12-312026-02-10

VST VISTRA CORP2.7K shares5.13%2025-12-312026-02-10

ADI ANALOG DEVICES INC1.6K shares9.03%2025-12-312026-02-10

PFE PFIZER INC17.3K shares-4.25%2025-12-312026-02-10

HON HONEYWELL INTL INC2.2K shares1.70%2025-12-312026-02-10

ALL ALLSTATE CORP2.1K shares-6.94%2025-12-312026-02-10

PRK PARK NATL CORP2.8K shares0.00%2025-12-312026-02-10

Sponsored

EATON CORP PLC EATON CORP PLC1.3K shares-8.87%2025-12-312026-02-10

BAC BANK AMERICA CORP7.5K shares-1.89%2025-12-312026-02-10

SHV ISHARES TR3.6K shares0.00%2025-12-312026-02-10

AMG AFFILIATED MANAGERS GROUP IN1.4K shares0.00%2025-12-312026-02-10

INTC INTEL CORP10.7K shares-3.87%2025-12-312026-02-10

BKLN INVESCO EXCH TRADED FD TR II18.5K shares8.80%2025-12-312026-02-10

MS MORGAN STANLEY2.1K shares0.14%2025-12-312026-02-10

VUG VANGUARD INDEX FDS753 shares-0.40%2025-12-312026-02-10

Sponsored

PANW PALO ALTO NETWORKS INC2.0K shares5.13%2025-12-312026-02-10

BA BOEING CO1.7K shares0.00%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.0K shares0.36%2025-12-312026-02-10

AFL AFLAC INC3.1K shares-10.56%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO2.0K shares0.05%2025-12-312026-02-10

SPYG SPDR SERIES TRUST3.0K shares0.00%2025-12-312026-02-10

CAVA CAVA GROUP INC5.4K shares-14.32%2025-12-312026-02-10

NEE NEXTERA ENERGY INC3.9K shares8.69%2025-12-312026-02-10

Sponsored

CL COLGATE PALMOLIVE CO3.9K shares0.33%2025-12-312026-02-10

MMC MARSH & MCLENNAN COS INC1.7K shares-2.70%2025-12-312026-02-10

KLAC KLA CORP250 shares0.00%2025-12-312026-02-10

SBUX STARBUCKS CORP3.6K shares0.22%2025-12-312026-02-10

META META PLATFORMS INC451 shares0.00%2025-12-312026-02-10

PAVE GLOBAL X FDS6.0K shares18.47%2025-12-312026-02-10

ARTY ISHARES TR6.0K shares18.00%2025-12-312026-02-10

INDA ISHARES TR5.1K shares0.00%2025-12-312026-02-10

Sponsored

YUM YUM BRANDS INC1.8K shares0.22%2025-12-312026-02-10

DLR DIGITAL RLTY TR INC1.7K shares0.00%2025-12-312026-02-10

WFC WELLS FARGO CO NEW2.9K shares0.24%2025-12-312026-02-10

T AT&T INC10.5K shares0.29%2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 ETF TR424 shares0.00%2025-12-312026-02-10

J JACOBS SOLUTIONS INC1.9K shares3.30%2025-12-312026-02-10

PSX PHILLIPS 661.9K sharesnew addition2025-12-312026-02-10

GIS GENERAL MLS INC5.1K shares7.01%2025-12-312026-02-10

Sponsored

GEV GE VERNOVA INC358 shares0.00%2025-12-312026-02-10

IJR ISHARES TR1.9K shares4.02%2025-12-312026-02-10

SPGI S&P GLOBAL INC403 sharesnew addition2025-12-312026-02-10

AMGN AMGEN INC632 sharesnew addition2025-12-312026-02-10

PFLT PENNANTPARK FLOATING RATE CA10.0K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available