INVESTMENT PARTNERS, LTD.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New Philadelphia, OH
CIK
0001050068
Alternate names
INVESTMENT PARTNERS LTD /OH/ /ADV
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 133 203,136 IWF, IWD, MSFT, VEA 13F-HR 2/2/2024 000108514624000678
Q3 2023 133 190,032 IWF, IWD, VEA, MSFT 13F-HR 10/31/2023 000108514623003996
Q2 2023 128 191,901 IWF, IWD, VEA, MSFT 13F-HR 8/7/2023 000108514623003125
Q1 2023 136 190,561 IWF, IWD, VEA, MSFT 13F-HR 5/8/2023 000108514623002114
Q4 2022 142 189,124 IWD, IWF, VEA, MSFT 13F-HR 1/17/2023 000108514623000154
Q3 2022 257 335,977 AAPL, MSFT, IWF, IWD 13F-HR 10/20/2022 000108514622003528
Q2 2022 153 204,692 IWF, IWD, AAPL, VEA 13F-HR 8/4/2022 000108514622002807
Q1 2022 166 236,520 IWF, IWD, AAPL, TSLA 13F-HR 4/21/2022 000108514622001511
Q4 2021 169 244,876 IWF, IWD, AAPL, TSLA 13F-HR 2/3/2022 000108514622000515
Q3 2021 161 219,965 IWF, IWD, AAPL, VEA 13F-HR 10/12/2021 000108514621002736
Q2 2021 165 219,050 IWF, IWD, AAPL, IEFA 13F-HR 7/15/2021 000108514621001982
Q1 2021 157 205,832 IWF, IWD, IEFA, AAPL 13F-HR 5/5/2021 000108514621001468
Q4 2020 144 188,165 IWF, IWD, AAPL, IEFA 13F-HR 1/19/2021 000108514621000156
Q3 2020 129 167,597 IWF, IWD, AAPL, MINT 13F-HR 11/9/2020 000108514620002815
Q2 2020 141 170,251 IWF, IWD, MINT, MSFT 13F-HR 8/6/2020 000108514620002031
Q1 2020 126 138,819 IWF, IWD, MINT, IEFA 13F-HR 4/29/2020 000108514620001240
Q4 2019 147 148,297 VEA, IVV, MSFT, IWD 13F-HR 1/31/2020 000108514620000350
Q3 2019 146 137,036 VEA, IVV, MSFT, IWD 13F-HR 10/17/2019 000108514619002567
Q2 2019 151 139,488 VEA, IWD, IWF, IVV 13F-HR 7/30/2019 000108514619002001
Q1 2019 142 138,310 VEA, IVV, IWD, IWN 13F-HR 5/3/2019 000108514619001341
Q4 2018 130 118,503 VEA, IVV, IWD, IGIB 13F-HR 1/15/2019 000108514619000161
Q3 2018 120 180,089 AMLP, EFA, IYE, IWN RESTATEMENT 10/29/2018 000108514618002427
Q2 2018 152 134,643 VEA, IWN, IGIB, IVV 13F-HR 7/25/2018 000108514618001754
Q1 2018 150 134,252 VEA, IGIB, IWN, IVV 13F-HR 5/3/2018 000108514618001215
Q4 2017 153 134,891 IVV, VEA, IWN, IGIB 13F-HR 1/31/2018 000108514618000269
Q3 2017 121 116,807 IVV, IWN, VEA, IGIB 13F-HR 10/30/2017 000108514617002142
Q2 2017 119 110,034 IVV, IWN, IJH, IGIB 13F-HR 7/24/2017 000108514617001543
Q1 2017 110 103,860 IVV, IWN, IGIB, SDY 13F-HR 5/5/2017 000108514617001098
Q4 2016 112 102,348 IWN, IVV, IGIB, IJH 13F-HR 2/8/2017 000108514617000334
Q3 2016 175 176,642 JPM, TT, XLU, XOM 13F-HR 11/2/2016 000108514616004610
Q2 2016 113 100,381 IVV, IGIB, XLU, IWN 13F-HR 7/12/2016 000108514616003954
Q1 2016 167 153,430 JPM, XLU, IVV, GE 13F-HR 5/9/2016 000108514616003628
Q4 2015 98 83,076 IVV, IGIB, IJH, IWN 13F-HR 2/3/2016 000108514616002748
Q3 2015 93 76,384 IGIB, IVV, IJH, XLU 13F-HR 11/4/2015 000108514615002148
Q2 2015 94 82,967 IGIB, IVV, IWN, IJH 13F-HR 7/28/2015 000108514615001522
Q1 2015 153 90,938 VEA, VWO, IVV, IGIB 13F-HR 5/5/2015 000108514615001045
Q4 2014 95 86,839 IVV, VEA, IGIB, VWO 13F-HR 2/9/2015 000108514615000297
Additional filings from Investment Partners, Ltd. that have since been restated