| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ENCORE ENERGY CORP | $0 | – | -34,305 | -100.0% | -0.06% | – | |
| MUA | Exit | BLACKROCK MUNIASSETS FD INC | $0 | – | -15,782 | -100.0% | -0.08% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -753 | -100.0% | -0.11% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -1,375 | -100.0% | -0.11% | – |
| T | Exit | AT&T INC | $0 | – | -13,925 | -100.0% | -0.11% | – |
| SIF | Exit | SIFCO INDS INC | $0 | – | -57,541 | -100.0% | -0.11% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,423 | -100.0% | -0.12% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,744 | -100.0% | -0.12% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -746 | -100.0% | -0.13% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,592 | -100.0% | -0.13% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -5,924 | -100.0% | -0.13% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,633 | -100.0% | -0.13% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -568 | -100.0% | -0.14% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -4,343 | -100.0% | -0.14% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -6,892 | -100.0% | -0.14% | – |
| Exit | ATLASSIAN CORPORATIONcl a | $0 | – | -1,331 | -100.0% | -0.14% | – | |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,823 | -100.0% | -0.14% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -2,644 | -100.0% | -0.14% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,863 | -100.0% | -0.14% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,682 | -100.0% | -0.15% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -2,543 | -100.0% | -0.15% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -4,879 | -100.0% | -0.15% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -5,060 | -100.0% | -0.15% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -4,706 | -100.0% | -0.16% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,042 | -100.0% | -0.16% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -1,612 | -100.0% | -0.16% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -2,152 | -100.0% | -0.16% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,996 | -100.0% | -0.16% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,507 | -100.0% | -0.16% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,470 | -100.0% | -0.17% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -1,842 | -100.0% | -0.17% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -1,965 | -100.0% | -0.18% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -7,924 | -100.0% | -0.18% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -9,002 | -100.0% | -0.20% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -3,157 | -100.0% | -0.21% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -8,233 | -100.0% | -0.21% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -6,096 | -100.0% | -0.21% | – |
| KOF | Exit | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $0 | – | -5,461 | -100.0% | -0.22% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -3,029 | -100.0% | -0.23% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -6,300 | -100.0% | -0.23% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -46,026 | -100.0% | -0.23% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -2,020 | -100.0% | -0.24% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -4,435 | -100.0% | -0.25% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -1,105 | -100.0% | -0.26% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -14,727 | -100.0% | -0.26% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -887 | -100.0% | -0.28% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,520 | -100.0% | -0.28% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -7,068 | -100.0% | -0.28% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -16,511 | -100.0% | -0.29% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,121 | -100.0% | -0.30% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,339 | -100.0% | -0.30% | – |
| XLI | Exit | SELECT SECTOR SPDR TRindl | $0 | – | -5,685 | -100.0% | -0.30% | – |
| SDVY | Exit | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $0 | – | -20,734 | -100.0% | -0.31% | – |
| INTC | Exit | INTEL CORP | $0 | – | -17,010 | -100.0% | -0.32% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,685 | -100.0% | -0.32% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -15,618 | -100.0% | -0.32% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -4,691 | -100.0% | -0.32% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -7,815 | -100.0% | -0.32% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -4,440 | -100.0% | -0.33% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -6,788 | -100.0% | -0.35% | – |
| BA | Exit | BOEING CO | $0 | – | -3,612 | -100.0% | -0.36% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -8,582 | -100.0% | -0.37% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -6,796 | -100.0% | -0.37% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -4,191 | -100.0% | -0.39% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -15,406 | -100.0% | -0.40% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -6,040 | -100.0% | -0.40% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -24,792 | -100.0% | -0.42% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,596 | -100.0% | -0.42% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -8,434 | -100.0% | -0.43% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -78,792 | -100.0% | -0.43% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -42,900 | -100.0% | -0.46% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -9,765 | -100.0% | -0.46% | – |
| KO | Exit | COCA COLA CO | $0 | – | -15,863 | -100.0% | -0.47% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -18,115 | -100.0% | -0.47% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5,243 | -100.0% | -0.47% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -15,499 | -100.0% | -0.47% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -2,213 | -100.0% | -0.48% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -19,924 | -100.0% | -0.48% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -7,036 | -100.0% | -0.49% | – |
| PFE | Exit | PFIZER INC | $0 | – | -28,641 | -100.0% | -0.50% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,237 | -100.0% | -0.51% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -3,651 | -100.0% | -0.52% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,716 | -100.0% | -0.55% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -2,058 | -100.0% | -0.61% | – |
| WMT | Exit | WALMART INC | $0 | – | -7,494 | -100.0% | -0.63% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -22,802 | -100.0% | -0.64% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -19,003 | -100.0% | -0.65% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8,549 | -100.0% | -0.66% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -11,409 | -100.0% | -0.66% | – |
| V | Exit | VISA INC | $0 | – | -5,478 | -100.0% | -0.66% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -4,244 | -100.0% | -0.68% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,622 | -100.0% | -0.70% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -8,056 | -100.0% | -0.72% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -5,239 | -100.0% | -0.73% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -20,737 | -100.0% | -0.83% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -32,373 | -100.0% | -0.83% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -21,486 | -100.0% | -0.85% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -6,512 | -100.0% | -0.85% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -6,904 | -100.0% | -0.87% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -8,813 | -100.0% | -0.88% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -35,692 | -100.0% | -0.94% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -11,106 | -100.0% | -0.99% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -18,076 | -100.0% | -1.01% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -16,560 | -100.0% | -1.02% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -28,443 | -100.0% | -1.07% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -5,881 | -100.0% | -1.08% | – |
| PREF | Exit | PRINCIPAL EXCHANGE TRADED FDspectrum pfd | $0 | – | -127,471 | -100.0% | -1.13% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -5,122 | -100.0% | -1.16% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -11,185 | -100.0% | -1.23% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -40,231 | -100.0% | -1.25% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -32,149 | -100.0% | -1.27% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -10,977 | -100.0% | -1.30% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -23,165 | -100.0% | -1.30% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -22,719 | -100.0% | -1.38% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -19,753 | -100.0% | -1.51% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -21,304 | -100.0% | -1.52% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -42,845 | -100.0% | -1.63% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -77,262 | -100.0% | -1.67% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -31,063 | -100.0% | -1.68% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -49,051 | -100.0% | -1.78% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -6,628 | -100.0% | -1.87% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -24,070 | -100.0% | -1.95% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -35,926 | -100.0% | -1.97% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -54,920 | -100.0% | -1.98% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -42,374 | -100.0% | -2.04% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -29,338 | -100.0% | -2.40% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -72,654 | -100.0% | -2.46% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -133,155 | -100.0% | -2.75% | – |
| AAPL | Exit | APPLE INC | $0 | – | -37,063 | -100.0% | -3.34% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -22,584 | -100.0% | -3.75% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -164,265 | -100.0% | -3.78% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -64,424 | -100.0% | -5.15% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -42,546 | -100.0% | -5.96% | – |
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.