HoldingsChannel.com
Investment Partners LTD. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (IWF) 49,583 +764 $9,517
     IWF49,583+764$9,517
ISHARES TR (IWD) 74,803 +2,635 $8,424
     IWD74,803+2,635$8,424
PIMCO ETF TR (MINT) 66,150 UNCH $6,727
     MINT66,150UNCH$6,727
MICROSOFT CORP 29,876 -267 $6,080
     MSFT29,876-267$6,080
ISHARES TR (IEFA) 105,774 +2,508 $6,046
     IEFA105,774+2,508$6,046
APPLE INC 15,828 +371 $5,774
     AAPL15,828+371$5,774
ISHARES TR (USMV) 78,790 +369 $4,777
     USMV78,790+369$4,777
VANGUARD BD INDEX FDS (BSV) 57,314 +37,093 $4,764
     BSV57,314+37,093$4,764
VANGUARD TAX MANAGED FDS (VEA) 122,126 -626 $4,737
     VEA122,126-626$4,737
ISHARES TR (IVV) 13,244 +776 $4,101
     IVV13,244+776$4,101
VANGUARD INTL EQUITY INDEX F (VWO) 90,360 +9,156 $3,579
     VWO90,360+9,156$3,579
ISHARES TR (EFA) 53,197 +440 $3,238
     EFA53,197+440$3,238
VANGUARD INDEX FDS (VO) 18,811 +400 $3,083
     VO18,811+400$3,083
VANGUARD SPECIALIZED FUNDS (VIG) 24,856 +24,856 $2,913
     VIG24,856+24,856$2,913
ISHARES TR (STIP) 26,129 -1,255 $2,675
     STIP26,129-1,255$2,675
ISHARES TR (IWS) 34,908 +377 $2,672
     IWS34,908+377$2,672
VISA INC 13,644 +1,293 $2,636
     V13,644+1,293$2,636
ISHARES TR (IVW) 11,153 +268 $2,314
     IVW11,153+268$2,314
ISHARES TR (IWP) 14,377 +221 $2,273
     IWP14,377+221$2,273
ISHARES TR (EFAV) 33,498 +216 $2,213
     EFAV33,498+216$2,213
VANGUARD INDEX FDS (VB) 14,744 +540 $2,148
     VB14,744+540$2,148
ISHARES TR (IWO) 10,344 +99 $2,140
     IWO10,344+99$2,140
TESLA INC 1,948 -66 $2,103
     TSLA1,948-66$2,103
ISHARES TR (IWN) 20,944 -109 $2,041
     IWN20,944-109$2,041
SELECT SECTOR SPDR TR (XLU) 35,776 -1,185 $2,019
     XLU35,776-1,185$2,019
VANGUARD WHITEHALL FDS (VIGI) 29,367 +29,367 $1,970
     VIGI29,367+29,367$1,970
ISHARES TR (IVE) 17,898 +547 $1,937
     IVE17,898+547$1,937
JPMORGAN CHASE & CO 20,144 +487 $1,895
     JPM20,144+487$1,895
SPDR S&P 500 ETF TR (SPY) 6,026 +750 $1,858
     SPY6,026+750$1,858
HOME DEPOT INC 7,377 +270 $1,848
     HD7,377+270$1,848
ISHARES TR (IJH) 9,737 +88 $1,731
     IJH9,737+88$1,731
VANGUARD INDEX FDS (VNQ) 20,334 +291 $1,597
     VNQ20,334+291$1,597
ISHARES TR (IGIB) 25,428 -464 $1,535
     IGIB25,428-464$1,535
PROCTER AND GAMBLE CO 12,425 +612 $1,486
     PG12,425+612$1,486
ISHARES TR (IGSB) 26,524 +7,697 $1,451
     IGSB26,524+7,697$1,451
DISNEY WALT CO 12,730 -50 $1,420
     DIS12,730-50$1,420
SPDR SER TR (SDY) 15,528 -25,090 $1,416
     SDY15,528-25,090$1,416
VERIZON COMMUNICATIONS INC 25,310 +1,336 $1,395
     VZ25,310+1,336$1,395
VANGUARD INTL EQUITY INDEX F (VSS) 14,388 +2,939 $1,390
     VSS14,388+2,939$1,390
AMERICAN ELEC PWR CO INC 17,050 +619 $1,358
     AEP17,050+619$1,358
CISCO SYS INC 28,838 +1,280 $1,345
     CSCO28,838+1,280$1,345
WALMART INC 10,994 +25 $1,317
     WMT10,994+25$1,317
LILLY ELI & CO 7,516 -91 $1,234
     LLY7,516-91$1,234
JOHNSON & JOHNSON 8,479 +117 $1,192
     JNJ8,479+117$1,192
AUTOMATIC DATA PROCESSING IN 7,957 +16 $1,185
     ADP7,957+16$1,185
INTEL CORP 18,466 +250 $1,105
     INTC18,466+250$1,105
BRISTOL MYERS SQUIBB CO 18,487 +44 $1,087
     BMY18,487+44$1,087
PEPSICO INC 7,931 +1,096 $1,049
     PEP7,931+1,096$1,049
ABBOTT LABS 11,145 +411 $1,019
     ABT11,145+411$1,019
ISHARES TR (SHYG) 23,318 +12,157 $1,000
     SHYG23,318+12,157$1,000

See Full List: All Stocks Held By Investment Partners LTD.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Investment Partners LTD.

Size ($ in 1000's)
At 06/30/2020: $170,251
At 03/31/2020: $138,819

Investment Partners LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Investment Partners LTD. 13F filings. Link to 13F filings: SEC filings

Investment Partners LTD. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.