INVESTMENT PARTNERS LTD /OH/ /ADV

RIA/Wealth

INVESTMENT PARTNERS LTD /OH/ /ADV is a RIA/Wealth based in New Philadelphia, OH led by Douglas Gray Bambeck, reporting $807.5M in AUM as of Q3 2025 with 58% ETF concentration.

CCODouglas Gray Bambeck

Portfolio Value: $284.0M
Positions: 154
Top Holding: IWF at 5.94%
Last Reported: Q3 2025

Address419 W High Ave, New Philadelphia, OH, 44663, United States

Top Holdings

Largest long holdings in INVESTMENT PARTNERS LTD /OH/ /ADV's portfolio (35.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell 1000 Growth IWF	ETF ETF	$16.9M	5.94%	-$88.5K Sold	— 36.0K shares	Q4 2014 Held for 10y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$15.5M	5.45%	+$426.2K Bought	— 258.2K shares	Q4 2014 Held for 10y 11m
3 iShares Russell 1000 Value IWD	ETF ETF	$11.7M	4.14%	-$29.9K Sold	— 57.7K shares	Q4 2014 Held for 10y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$10.9M	3.83%	+$40.4K Bought	0.00% 21.0K shares	Q4 2014 Held for 10y 11m
5 Apple AAPL	Consumer Electronics Technology	$9.2M	3.23%	+$371.3K Bought	0.00% 36.0K shares	Q4 2014 Held for 10y 11m
6 Nvidia NVDA	Semiconductors Technology	$8.8M	3.09%	-$45.0K Sold	0.00% 47.1K shares	Q2 2021 Held for 4y 5m
7 Vanguard FTSE Emerging Markets VWO	ETF ETF	$8.4M	2.96%	+$99.4K Bought	— 155.0K shares	Q4 2014 Held for 10y 11m
8 Vanguard Dividend Appreciation VIG	Unknown Unknown	$6.5M	2.30%	+$2.8K Bought	— 30.3K shares	Q4 2022 Held for 2y 11m
9 iShares S&P 500 Growth ETF IVW	ETF ETF	$6.5M	2.28%	+$241.4 Bought	— 53.7K shares	Q4 2014 Held for 10y 11m
10 Vanguard Short-Term Bond BSV	ETF ETF	$6.1M	2.15%	+$311.4K Bought	— 77.2K shares	Q1 2017 Held for 8y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INVESTMENT PARTNERS LTD /OH/ /ADV's latest filing

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Market Value

$284.0M

Prior: $264.2M

Q/Q Change

+7.49%

+$19.8M

Net Flows % of MV

+0.383%

Turnover Ratio

2.74%

New Purchases

4 stocks

$2.3M

Added To

84 stocks

+$6.0M

Sold Out Of

8 stocks

$2.4M

Reduced Holdings

41 stocks

-$4.8M

Increased Positions

Position	Shares Δ	Change
1 ETHA iShares Ethereum Trust ETHA	New	0 → 52.4K +$1.7M
2 Global X U.S. Infrastructure Development PAVE	New	0 → 5.1K +$242.9K
3 ARTY iShares Future AI & Tech ARTY	New	0 → 5.1K +$232.2K
4 General Electric GEV	New	0 → 358.0 +$220.3K
5 Eaton Corporation ETN	+144.58%	590.0 → 1.4K +$319.2K

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	1.5K → 0 −$463.6K
2 Adobe ADBE	Sold	1.2K → 0 −$456.9K
3 KOF Coca-Cola FEMSA KOF	Sold	3.7K → 0 −$358.1K
4 Prudential Financial PRU	Sold	2.7K → 0 −$293.0K
5 Comcast CMCSA	Sold	7.1K → 0 −$254.2K

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Analytics

Portfolio insights and performance metrics for INVESTMENT PARTNERS LTD /OH/ /ADV

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Sector Allocation

ETF

58.20%

Technology

14.30%

Financial Services

5.50%

Healthcare

3.80%

Industrials

3.10%

Consumer Defensive

2.90%

Consumer Cyclical

2.60%

Communication Services

2.10%

Energy

1.30%

Utilities

1.20%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

27.61%

Large Cap ($10B - $200B)

8.62%

Mid Cap ($2B - $10B)

0.41%

Small Cap ($300M - $2B)

0.05%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

63.25%

Portfolio Concentration

Top 10 Holdings %

35.36%

Top 20 Holdings %

53.32%

Top 50 Holdings %

77.53%

Top 100 Holdings %

93.78%