INVESTMENT PARTNERS, LTD.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew philadelphia, OH
- CIK0001050068
- Alternate namesINVESTMENT PARTNERS LTD /OH/ /ADV
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
148 | $241.20M | IWF, IWD, VEA, MSFT | 13F-HR | Apr 30, 2025 | 000108514625002455 | ||
146 | $242.82M | IWF, IWD, MSFT, VEA | 13F-HR | Feb 6, 2025 | 000108514625000837 | ||
147 | $240.15M | IWF, IWD, MSFT, VEA | 13F-HR | Nov 4, 2024 | 000108514624005327 | ||
142 | $222.63M | IWF, IWD, MSFT, VEA | 13F-HR | Aug 8, 2024 | 000108514624003545 | ||
142 | $220.54M | IWF, IWD, MSFT, VEA | 13F-HR | Apr 16, 2024 | 000108514624001824 | ||
133 | $203.14M | IWF, IWD, MSFT, VEA | 13F-HR | Feb 2, 2024 | 000108514624000678 | ||
133 | $190.03M | IWF, IWD, VEA, MSFT | 13F-HR | Oct 31, 2023 | 000108514623003996 | ||
128 | $191.90M | IWF, IWD, VEA, MSFT | 13F-HR | Aug 8, 2023 | 000108514623003125 | ||
136 | $190.56M | IWF, IWD, VEA, MSFT | 13F-HR | May 8, 2023 | 000108514623002114 | ||
142 | $189.13M | IWD, IWF, VEA, MSFT | 13F-HR | Jan 18, 2023 | 000108514623000154 | ||
257 | $335.98M | AAPL, MSFT, IWF, IWD | 13F-HR | Oct 21, 2022 | 000108514622003528 | ||
153 | $204.69M | IWF, IWD, AAPL, VEA | 13F-HR | Aug 5, 2022 | 000108514622002807 | ||
166 | $236.52M | IWF, IWD, AAPL, TSLA | 13F-HR | Apr 22, 2022 | 000108514622001511 | ||
169 | $244.88M | IWF, IWD, AAPL, TSLA | 13F-HR | Feb 4, 2022 | 000108514622000515 | ||
161 | $219.97M | IWF, IWD, AAPL, VEA | 13F-HR | Oct 13, 2021 | 000108514621002736 | ||
165 | $219.05M | IWF, IWD, AAPL, IEFA | 13F-HR | Jul 15, 2021 | 000108514621001982 | ||
157 | $205.83M | IWF, IWD, IEFA, AAPL | 13F-HR | May 6, 2021 | 000108514621001468 | ||
144 | $188.16M | IWF, IWD, AAPL, IEFA | 13F-HR | Jan 19, 2021 | 000108514621000156 | ||
129 | $167.60M | IWF, IWD, AAPL, MINT | 13F-HR | Nov 9, 2020 | 000108514620002815 | ||
141 | $170.25M | IWF, IWD, MINT, MSFT | 13F-HR | Aug 6, 2020 | 000108514620002031 | ||
126 | $138.82M | IWF, IWD, MINT, IEFA | 13F-HR | Apr 29, 2020 | 000108514620001240 | ||
147 | $148.30M | VEA, IVV, MSFT, IWD | 13F-HR | Jan 31, 2020 | 000108514620000350 | ||
146 | $137.04M | VEA, IVV, MSFT, IWD | 13F-HR | Oct 17, 2019 | 000108514619002567 | ||
151 | $139.49M | VEA, IWD, IWF, IVV | 13F-HR | Jul 30, 2019 | 000108514619002001 | ||
142 | $138.31M | VEA, IVV, IWD, IWN | 13F-HR | May 3, 2019 | 000108514619001341 | ||
130 | $118.50M | VEA, IVV, IWD, IGIB | 13F-HR | Jan 15, 2019 | 000108514619000161 | ||
120 | $180.09M | AMLP, EFA, IYE, IWN | RESTATEMENT | Oct 29, 2018 | 000108514618002427 | ||
152 | $134.64M | VEA, IWN, IGIB, IVV | 13F-HR | Jul 25, 2018 | 000108514618001754 | ||
150 | $134.25M | VEA, IGIB, IWN, IVV | 13F-HR | May 3, 2018 | 000108514618001215 | ||
153 | $134.89M | IVV, VEA, IWN, IGIB | 13F-HR | Jan 31, 2018 | 000108514618000269 | ||
121 | $116.81M | IVV, IWN, VEA, IGIB | 13F-HR | Oct 30, 2017 | 000108514617002142 | ||
119 | $110.03M | IVV, IWN, IJH, IGIB | 13F-HR | Jul 24, 2017 | 000108514617001543 | ||
110 | $103.86M | IVV, IWN, IGIB, KRE | 13F-HR | May 5, 2017 | 000108514617001098 | ||
112 | $102.35M | IWN, IVV, IGIB, IJH | 13F-HR | Feb 8, 2017 | 000108514617000334 | ||
175 | $176.64M | JPM, INGERSOLL-RAND PLC, XLU, XOM | 13F-HR | Nov 2, 2016 | 000108514616004610 | ||
113 | $100.38M | IVV, IGIB, XLU, IWN | 13F-HR | Jul 12, 2016 | 000108514616003954 | ||
167 | $153.43M | JPM, XLU, IVV, GE | 13F-HR | May 9, 2016 | 000108514616003628 | ||
98 | $83.08M | IVV, IGIB, IJH, IWN | 13F-HR | Feb 3, 2016 | 000108514616002748 | ||
93 | $76.38M | IGIB, IVV, IJH, XLU | 13F-HR | Nov 4, 2015 | 000108514615002148 | ||
94 | $82.97M | IGIB, IVV, IWN, IJH | 13F-HR | Jul 28, 2015 | 000108514615001522 | ||
153 | $90.94M | VEA, VWO, IVV, IGIB | 13F-HR | May 5, 2015 | 000108514615001045 | ||
95 | $86.84M | IVV, VEA, IGIB, VWO | 13F-HR | Feb 9, 2015 | 000108514615000297 |