Investment Partners, Ltd. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
 - Locationnew philadelphia, OH
 - CIK0001050068
 - Alternate namesINVESTMENT PARTNERS LTD /OH/ /ADV
 - All SEC filings
 
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
158  | $264.22 M  | IWF, VEA, IWD, MSFT  | 13F-HR  | Aug 8, 2025  | 000108514625004715  | ||
148  | $241.20 M  | IWF, IWD, VEA, MSFT  | 13F-HR  | Apr 30, 2025  | 000108514625002455  | ||
146  | $242.82 M  | IWF, IWD, MSFT, VEA  | 13F-HR  | Feb 6, 2025  | 000108514625000837  | ||
147  | $240.15 M  | IWF, IWD, MSFT, VEA  | 13F-HR  | Nov 4, 2024  | 000108514624005327  | ||
142  | $222.63 M  | IWF, IWD, MSFT, VEA  | 13F-HR  | Aug 8, 2024  | 000108514624003545  | ||
142  | $220.54 M  | IWF, IWD, MSFT, VEA  | 13F-HR  | Apr 16, 2024  | 000108514624001824  | ||
133  | $203.14 M  | IWF, IWD, MSFT, VEA  | 13F-HR  | Feb 2, 2024  | 000108514624000678  | ||
133  | $190.03 M  | IWF, IWD, VEA, MSFT  | 13F-HR  | Oct 31, 2023  | 000108514623003996  | ||
128  | $191.90 M  | IWF, IWD, VEA, MSFT  | 13F-HR  | Aug 8, 2023  | 000108514623003125  | ||
136  | $190.56 M  | IWF, IWD, VEA, MSFT  | 13F-HR  | May 8, 2023  | 000108514623002114  | ||
142  | $189.13 M  | IWD, IWF, VEA, MSFT  | 13F-HR  | Jan 18, 2023  | 000108514623000154  | ||
257  | $335.98 M  | AAPL, MSFT, IWF, IWD  | 13F-HR  | Oct 21, 2022  | 000108514622003528  | ||
153  | $204.69 M  | IWF, IWD, AAPL, VEA  | 13F-HR  | Aug 5, 2022  | 000108514622002807  | ||
166  | $236.52 M  | IWF, IWD, AAPL, TSLA  | 13F-HR  | Apr 22, 2022  | 000108514622001511  | ||
169  | $244.88 M  | IWF, IWD, AAPL, TSLA  | 13F-HR  | Feb 4, 2022  | 000108514622000515  | ||
161  | $219.97 M  | IWF, IWD, AAPL, VEA  | 13F-HR  | Oct 13, 2021  | 000108514621002736  | ||
165  | $219.05 M  | IWF, IWD, AAPL, IEFA  | 13F-HR  | Jul 15, 2021  | 000108514621001982  | ||
157  | $205.83 M  | IWF, IWD, IEFA, AAPL  | 13F-HR  | May 6, 2021  | 000108514621001468  | ||
144  | $188.16 M  | IWF, IWD, AAPL, IEFA  | 13F-HR  | Jan 19, 2021  | 000108514621000156  | ||
129  | $167.60 M  | IWF, IWD, AAPL, MINT  | 13F-HR  | Nov 9, 2020  | 000108514620002815  | ||
141  | $170.25 M  | IWF, IWD, MINT, MSFT  | 13F-HR  | Aug 6, 2020  | 000108514620002031  | ||
126  | $138.82 M  | IWF, IWD, MINT, IEFA  | 13F-HR  | Apr 29, 2020  | 000108514620001240  | ||
147  | $148.30 M  | VEA, IVV, MSFT, IWD  | 13F-HR  | Jan 31, 2020  | 000108514620000350  | ||
146  | $137.04 M  | VEA, IVV, MSFT, IWD  | 13F-HR  | Oct 17, 2019  | 000108514619002567  | ||
151  | $139.49 M  | VEA, IWD, IWF, IVV  | 13F-HR  | Jul 30, 2019  | 000108514619002001  | ||
142  | $138.31 M  | VEA, IVV, IWD, IWN  | 13F-HR  | May 3, 2019  | 000108514619001341  | ||
130  | $118.50 M  | VEA, IVV, IWD, IGIB  | 13F-HR  | Jan 15, 2019  | 000108514619000161  | ||
120  | $180.09 M  | AMLP, EFA, IYE, IWN  | RESTATEMENT  | Oct 29, 2018  | 000108514618002427  | ||
152  | $134.64 M  | VEA, IWN, IGIB, IVV  | 13F-HR  | Jul 25, 2018  | 000108514618001754  | ||
150  | $134.25 M  | VEA, IGIB, IWN, IVV  | 13F-HR  | May 3, 2018  | 000108514618001215  | ||
153  | $134.89 M  | IVV, VEA, IWN, IGIB  | 13F-HR  | Jan 31, 2018  | 000108514618000269  | ||
121  | $116.81 M  | IVV, IWN, VEA, IGIB  | 13F-HR  | Oct 30, 2017  | 000108514617002142  | ||
119  | $110.03 M  | IVV, IWN, IJH, IGIB  | 13F-HR  | Jul 24, 2017  | 000108514617001543  | ||
110  | $103.86 M  | IVV, IWN, IGIB, KRE  | 13F-HR  | May 5, 2017  | 000108514617001098  | ||
112  | $102.35 M  | IWN, IVV, IGIB, IJH  | 13F-HR  | Feb 8, 2017  | 000108514617000334  | ||
175  | $176.64 M  | JPM, INGERSOLL-RAND PLC, XLU, XOM  | 13F-HR  | Nov 2, 2016  | 000108514616004610  | ||
113  | $100.38 M  | IVV, IGIB, XLU, IWN  | 13F-HR  | Jul 12, 2016  | 000108514616003954  | ||
167  | $153.43 M  | JPM, XLU, IVV, GE  | 13F-HR  | May 9, 2016  | 000108514616003628  | ||
98  | $83.08 M  | IVV, IGIB, IJH, IWN  | 13F-HR  | Feb 3, 2016  | 000108514616002748  | ||
93  | $76.38 M  | IGIB, IVV, IJH, XLU  | 13F-HR  | Nov 4, 2015  | 000108514615002148  | ||
94  | $82.97 M  | IGIB, IVV, IWN, IJH  | 13F-HR  | Jul 28, 2015  | 000108514615001522  | ||
153  | $90.94 M  | VEA, VWO, IVV, IGIB  | 13F-HR  | May 5, 2015  | 000108514615001045  | ||
95  | $86.84 M  | IVV, VEA, IGIB, VWO  | 13F-HR  | Feb 9, 2015  | 000108514615000297  |