INVESTMENT PARTNERS LTD /OH/ /ADV Portfolio Holdings
Q3 2025•154 long positions•$284.0M portfolio value
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Holding162 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.9M 5.94% | -$88.5K Sold | — 36.0K shares | 36.2K → 36.0K −$88.5K | -0.52% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $15.5M 5.45% | +$426.2K Bought | — 258.2K shares | 251.1K → 258.2K +$426.2K | +2.83% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $11.7M 4.14% | -$29.9K Sold | — 57.7K shares | 57.9K → 57.7K −$29.9K | -0.25% | — — | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $10.9M 3.83% | +$40.4K Bought | 0.0% 21.0K shares | 20.9K → 21.0K +$40.4K | +0.37% | $3.85T Mega Cap | Q4 2014 Held for 10y 11m | |
Consumer Electronics Technology | $9.2M 3.23% | +$371.3K Bought | 0.0% 36.0K shares | 34.6K → 36.0K +$371.3K | +4.22% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
Semiconductors Technology | $8.8M 3.09% | -$45.0K Sold | 0.0% 47.1K shares | 47.3K → 47.1K −$45.0K | -0.51% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $8.4M 2.96% | +$99.4K Bought | — 155.0K shares | 153.2K → 155.0K +$99.4K | +1.2% | — — | Q4 2014 Held for 10y 11m | |
Unknown Unknown | $6.5M 2.3% | +$2.8K Bought | — 30.3K shares | 30.3K → 30.3K +$2.8K | +0.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.5M 2.28% | +$241.4 Bought | — 53.7K shares | 53.7K → 53.7K +$241.4 | +0.0% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $6.1M 2.15% | +$311.4K Bought | — 77.2K shares | 73.3K → 77.2K +$311.4K | +5.39% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $5.9M 2.08% | +$139.7K Bought | — 41.4K shares | 40.4K → 41.4K +$139.7K | +2.43% | — — | Q4 2014 Held for 10y 11m | |
Banks - Diversified Financial Services | $5.7M 1.99% | -$55.8K Sold | 0.001% 17.9K shares | 18.1K → 17.9K −$55.8K | -0.98% | $867.35B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.5M 1.93% | +$298.5K Bought | — 103.3K shares | 97.6K → 103.3K +$298.5K | +5.76% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.4M 1.91% | -$22.6K Sold | — 62.0K shares | 62.3K → 62.0K −$22.6K | -0.42% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.4M 1.88% | +$94.8K Bought | — 38.3K shares | 37.6K → 38.3K +$94.8K | +1.8% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.0M 1.76% | +$351.5K Bought | — 115.2K shares | 107.1K → 115.2K +$351.5K | +7.58% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $4.9M 1.72% | +$619.5 Bought | — 23.7K shares | 23.7K → 23.7K +$619.5 | +0.01% | — — | Q4 2014 Held for 10y 11m | |
Drug Manufacturers - General Healthcare | $4.7M 1.65% | -$119.8K Sold | 0.001% 6.1K shares | 6.3K → 6.1K −$119.8K | -2.49% | $684.00B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $4.5M 1.57% | — | — 47.8K shares | — | — | — — | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $4.2M 1.47% | -$22.8K Sold | 0.001% 14.8K shares | 14.9K → 14.8K −$22.8K | -0.54% | $801.76B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.5M 1.22% | +$5.2K Bought | — 36.4K shares | 36.3K → 36.4K +$5.2K | +0.15% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $3.4M 1.2% | -$1.7K Sold | — 39.1K shares | 39.1K → 39.1K −$1.7K | -0.05% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.3M 1.16% | -$31.5K Sold | — 4.9K shares | 5.0K → 4.9K −$31.5K | -0.95% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.1M 1.09% | +$50.2K Bought | — 17.6K shares | 17.3K → 17.6K +$50.2K | +1.64% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.1M 1.08% | +$414.2K Bought | — 28.7K shares | 24.8K → 28.7K +$414.2K | +15.66% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.8M 0.996% | +$44.8K Bought | — 8.8K shares | 8.7K → 8.8K +$44.8K | +1.61% | — — | Q4 2014 Held for 10y 11m | |
Insurance - Diversified Financial Services | $2.8M 0.994% | -$20.1K Sold | 0.0% 5.6K shares | 5.7K → 5.6K −$20.1K | -0.71% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.8M 0.978% | +$149.7K Bought | — 54.2K shares | 51.3K → 54.2K +$149.7K | +5.69% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.7M 0.964% | -$3.2K Sold | — 9.3K shares | 9.3K → 9.3K −$3.2K | -0.12% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.959% | +$290.2K Bought | — 41.9K shares | 37.4K → 41.9K +$290.2K | +11.92% | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $2.4M 0.841% | +$10.4K Bought | 0.004% 21.2K shares | 21.1K → 21.2K +$10.4K | +0.44% | $60.2B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $2.3M 0.82% | +$189.5K Bought | — 54.4K shares | 50.0K → 54.4K +$189.5K | +8.86% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 0.765% | — | — 15.5K shares | — | — | — — | Q4 2014 Held for 10y 11m | |
Staffing & Employment Services Industrials | $2.1M 0.735% | +$5.0K Bought | 0.002% 7.1K shares | 7.1K → 7.1K +$5.0K | +0.24% | $118.89B Large Cap | Q4 2014 Held for 10y 11m | |
Discount Stores Consumer Defensive | $2.1M 0.725% | +$27.7K Bought | 0.0% 20.0K shares | 19.7K → 20.0K +$27.7K | +1.37% | $821.68B Mega Cap | Q4 2014 Held for 10y 11m | |
Internet Content & Information Communication Services | $2.0M 0.701% | +$195.1K Bought | 0.0% 8.2K shares | 7.4K → 8.2K +$195.1K | +10.87% | $2.95T Mega Cap | Q3 2017 Held for 8y 2m | |
Discount Stores Consumer Defensive | $1.9M 0.683% | -$24.1K Sold | 0.0% 2.1K shares | 2.1K → 2.1K −$24.1K | -1.23% | $410.27B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.9M 0.671% | — | — 99.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.671% | — | — 21.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.666% | +$2.5K Bought | — 29.0K shares | 28.9K → 29.0K +$2.5K | +0.13% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $1.9M 0.659% | +$91.4 Bought | — 20.5K shares | 20.5K → 20.5K +$91.4 | +0.0% | — — | Q4 2014 Held for 10y 11m | |
Unknown Unknown | $1.9M 0.658% | -$45.5K Sold | — 5.3K shares | 5.4K → 5.3K −$45.5K | -2.38% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $1.9M 0.655% | +$64.4K Bought | 0.0% 4.6K shares | 4.4K → 4.6K +$64.4K | +3.59% | $403.32B Mega Cap | Q4 2014 Held for 10y 11m | |
Restaurants Consumer Cyclical | $1.9M 0.652% | +$11.5K Bought | 0.001% 6.1K shares | 6.1K → 6.1K +$11.5K | +0.63% | $216.86B Mega Cap | Q2 2017 Held for 8y 5m | |
Unknown Unknown | $1.8M 0.64% | — | — 42.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.8M 0.626% | +$20.6K Bought | 0.0% 15.8K shares | 15.6K → 15.8K +$20.6K | +1.17% | $480.68B Mega Cap | Q4 2014 Held for 10y 11m | |
Agricultural - Machinery Industrials | $1.7M 0.611% | -$14.3K Sold | 0.001% 3.6K shares | 3.7K → 3.6K −$14.3K | -0.82% | $223.53B Mega Cap | Q4 2014 Held for 10y 11m | |
Specialty Retail Consumer Cyclical | $1.7M 0.606% | +$12.3K Bought | 0.0% 7.8K shares | 7.8K → 7.8K +$12.3K | +0.72% | $2.34T Mega Cap | Q1 2018 Held for 7y 8m | |
Internet Content & Information Communication Services | $1.7M 0.602% | +$202.3K Bought | 0.0% 7.0K shares | 6.2K → 7.0K +$202.3K | +13.41% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.7M 0.596% | +$528.2K Bought | — 77.4K shares | 53.2K → 77.4K +$528.2K | +45.32% | — — | Q4 2024 Held for 11 months |
