Filed: 4/30/2025ACC: 0001085146-25-002455
📋 What this filing means
INVESTMENT PARTNERS, LTD. filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $241.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$241.20M
Total AUM (reported)
2.61M
Total Shares
Allocation by class
COM$84.37M35.0%
RUS 1000 GRW ETF$12.81M5.3%
RUS 1000 VAL ETF$10.47M4.3%
VAN FTSE DEV MKT$10.29M4.3%
FTSE EMR MKT ETF$6.47M2.7%
DIV APP ETF$5.87M2.4%
SHORT TRM BOND$5.04M2.1%
Portfolio Concentration
Top 3$33.58M13.9%
4–10$44.07M18.3%
11–25$59.58M24.7%
Rest$103.97M43.1%
Top 3 weight
13.9%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings148
Rows:
ISHARES TR
SOLEShares35.49K
TypeSH
Market value$12.81M
5.31%
Sole
0.00
Shared
0.00
None
35.49K
ISHARES TR
SOLEShares55.63K
TypeSH
Market value$10.47M
4.34%
Sole
0.00
Shared
0.00
None
55.63K
VANGUARD TAX-MANAGED FDS
SOLEShares202.53K
TypeSH
Market value$10.29M
4.27%
Sole
0.00
Shared
0.00
None
202.53K
MICROSOFT CORP
SOLEShares22.70K
TypeSH
Market value$8.52M
3.53%
Sole
0.00
Shared
0.00
None
22.70K
APPLE INC
SOLEShares34.54K
TypeSH
Market value$7.67M
3.18%
Sole
0.00
Shared
0.00
None
34.54K
VANGUARD INTL EQUITY INDEX F
SOLEShares142.95K
TypeSH
Market value$6.47M
2.68%
Sole
0.00
Shared
0.00
None
142.95K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.25K
TypeSH
Market value$5.87M
2.43%
Sole
0.00
Shared
0.00
None
30.25K
ELI LILLY & CO
SOLEShares6.55K
TypeSH
Market value$5.41M
2.24%
Sole
0.00
Shared
0.00
None
6.55K
NVIDIA CORPORATION
SOLEShares46.92K
TypeSH
Market value$5.09M
2.11%
Sole
0.00
Shared
0.00
None
46.92K
VANGUARD BD INDEX FDS
SOLEShares64.42K
TypeSH
Market value$5.04M
2.09%
Sole
0.00
Shared
0.00
None
64.42K
ISHARES TR
SOLEShares53.99K
TypeSH
Market value$5.01M
2.08%
Sole
0.00
Shared
0.00
None
53.99K
ISHARES TR
SOLEShares65.33K
TypeSH
Market value$4.94M
2.05%
Sole
0.00
Shared
0.00
None
65.33K
JPMORGAN CHASE & CO.
SOLEShares19.99K
TypeSH
Market value$4.90M
2.03%
Sole
0.00
Shared
0.00
None
19.99K
ISHARES TR
SOLEShares88.29K
TypeSH
Market value$4.62M
1.92%
Sole
0.00
Shared
0.00
None
88.29K
ISHARES TR
SOLEShares23.67K
TypeSH
Market value$4.51M
1.87%
Sole
0.00
Shared
0.00
None
23.67K
ISHARES TR
SOLEShares38.04K
TypeSH
Market value$4.47M
1.85%
Sole
0.00
Shared
0.00
None
38.04K
ISHARES TR
SOLEShares34.15K
TypeSH
Market value$4.30M
1.78%
Sole
0.00
Shared
0.00
None
34.15K
ISHARES TR
SOLEShares100.13K
TypeSH
Market value$4.26M
1.77%
Sole
0.00
Shared
0.00
None
100.13K
ISHARES TR
SOLEShares47.81K
TypeSH
Market value$3.91M
1.62%
Sole
0.00
Shared
0.00
None
47.81K
ABBVIE INC
SOLEShares17.19K
TypeSH
Market value$3.60M
1.49%
Sole
0.00
Shared
0.00
None
17.19K
ISHARES TR
SOLEShares36.27K
TypeSH
Market value$3.40M
1.41%
Sole
0.00
Shared
0.00
None
36.27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.79K
TypeSH
Market value$3.08M
1.28%
Sole
0.00
Shared
0.00
None
5.79K
SELECT SECTOR SPDR TR
SOLEShares38.83K
TypeSH
Market value$3.06M
1.27%
Sole
0.00
Shared
0.00
None
38.83K
ISHARES TR
SOLEShares5.22K
TypeSH
Market value$2.94M
1.22%
Sole
0.00
Shared
0.00
None
5.22K
ISHARES TR
SOLEShares24.39K
TypeSH
Market value$2.57M
1.07%
Sole
0.00
Shared
0.00
None
24.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 35.49K | SH | $12.81M 5.31% | 0.00 | 0.00 | 35.49K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 55.63K | SH | $10.47M 4.34% | 0.00 | 0.00 | 55.63K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 202.53K | SH | $10.29M 4.27% | 0.00 | 0.00 | 202.53K |
MICROSOFT CORPSOLE | COM | 22.70K | SH | $8.52M 3.53% | 0.00 | 0.00 | 22.70K |
APPLE INCSOLE | COM | 34.54K | SH | $7.67M 3.18% | 0.00 | 0.00 | 34.54K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 142.95K | SH | $6.47M 2.68% | 0.00 | 0.00 | 142.95K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.25K | SH | $5.87M 2.43% | 0.00 | 0.00 | 30.25K |
ELI LILLY & COSOLE | COM | 6.55K | SH | $5.41M 2.24% | 0.00 | 0.00 | 6.55K |
NVIDIA CORPORATIONSOLE | COM | 46.92K | SH | $5.09M 2.11% | 0.00 | 0.00 | 46.92K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 64.42K | SH | $5.04M 2.09% | 0.00 | 0.00 | 64.42K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 53.99K | SH | $5.01M 2.08% | 0.00 | 0.00 | 53.99K |
ISHARES TRSOLE | CORE MSCI EAFE | 65.33K | SH | $4.94M 2.05% | 0.00 | 0.00 | 65.33K |
JPMORGAN CHASE & CO.SOLE | COM | 19.99K | SH | $4.90M 2.03% | 0.00 | 0.00 | 19.99K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 88.29K | SH | $4.62M 1.92% | 0.00 | 0.00 | 88.29K |
ISHARES TRSOLE | S&P 500 VAL ETF | 23.67K | SH | $4.51M 1.87% | 0.00 | 0.00 | 23.67K |
ISHARES TRSOLE | RUS MD CP GR ETF | 38.04K | SH | $4.47M 1.85% | 0.00 | 0.00 | 38.04K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 34.15K | SH | $4.30M 1.78% | 0.00 | 0.00 | 34.15K |
ISHARES TRSOLE | 0-5YR HI YL CP | 100.13K | SH | $4.26M 1.77% | 0.00 | 0.00 | 100.13K |
ISHARES TRSOLE | MSCI EAFE ETF | 47.81K | SH | $3.91M 1.62% | 0.00 | 0.00 | 47.81K |
ABBVIE INCSOLE | COM | 17.19K | SH | $3.60M 1.49% | 0.00 | 0.00 | 17.19K |
ISHARES TRSOLE | MSCI USA MIN VOL | 36.27K | SH | $3.40M 1.41% | 0.00 | 0.00 | 36.27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.79K | SH | $3.08M 1.28% | 0.00 | 0.00 | 5.79K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 38.83K | SH | $3.06M 1.27% | 0.00 | 0.00 | 38.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.22K | SH | $2.94M 1.22% | 0.00 | 0.00 | 5.22K |
ISHARES TRSOLE | NATIONAL MUN ETF | 24.39K | SH | $2.57M 1.07% | 0.00 | 0.00 | 24.39K |
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