$134 Million is the total value of INVESTMENT PARTNERS, LTD.'s 150 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -5,020 | -100.0% | -0.15% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -3,454 | -100.0% | -0.16% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -1,876 | -100.0% | -0.16% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,177 | -100.0% | -0.16% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,482 | -100.0% | -0.16% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,866 | -100.0% | -0.17% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -3,135 | -100.0% | -0.17% | – |
| C | Exit | CITIGROUP INC | $0 | – | -3,157 | -100.0% | -0.17% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -3,710 | -100.0% | -0.18% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -3,435 | -100.0% | -0.18% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -4,580 | -100.0% | -0.23% | – |
| AVGO | Exit | BROADCOM LTD | $0 | – | -1,352 | -100.0% | -0.26% | – |
| WOR | Exit | WORTHINGTON INDS INC | $0 | – | -8,314 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 6.4% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 4.3% |
| ISHARES TR | 36 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.9% |
| ISHARES TR | 36 | Q3 2023 | 4.4% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| APPLE INC | 36 | Q3 2023 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 4.2% |
| ISHARES TR | 36 | Q3 2023 | 3.5% |
View INVESTMENT PARTNERS, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-04 |
View INVESTMENT PARTNERS, LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.