INVESTMENT PARTNERS, LTD. - Portfolio overview

INVESTMENT PARTNERS, LTD. has 165 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 6.26%
2. IWF - ISHARES TR, 5.20%
3. IWD - ISHARES TR, 4.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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