INVESTMENT PARTNERS, LTD. Diversified Active

CIK: 0001050068 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 28, 2015

Total Value ($000): $82,967 (100.0% shares, 0.0% debt)

Holdings (94)

IGIB ISHARES 4.4%
Value ($000) $3,664 Shares 33,662 Est. Cost $109.28 Unrealized
IVV ISHARES TR 4.4%
Value ($000) $3,630 Shares 17,516 Est. Cost $207.04 Unrealized
IWN ISHARES TR 3.4%
Value ($000) $2,797 Shares 27,445 Est. Cost $101.65 Unrealized
IJH ISHARES TR 3.4%
Value ($000) $2,796 Shares 18,648 Est. Cost $144.78 Unrealized
XLU SELECT SECTOR SPDR TR 3.0%
Value ($000) $2,455 Shares 59,226 Est. Cost $47.21 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $2,348 Shares 57,498 Est. Cost $40.02 Unrealized
EFA ISHARES TR 2.8%
Value ($000) $2,337 Shares 36,786 Est. Cost $60.95 Unrealized
VNQ VANGUARD INDEX FDS 2.7%
Value ($000) $2,264 Shares 30,299 Est. Cost $80.94 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $1,671 Shares 17,121 Est. Cost $77.30 Unrealized -3.6%
IWS ISHARES TR 2.0%
Value ($000) $1,635 Shares 22,215 Est. Cost $73.66 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.7%
Value ($000) $1,401 Shares 21,001 Est. Cost $38.91 Unrealized +18.2%
POWERSHARES ETF TRUST 1.6%
Value ($000) $1,356 Shares 31,447 Est. Cost $42.40 Unrealized
POWERSHS DB MULTI SECT COMM 1.6%
Value ($000) $1,354 Shares 57,950 Est. Cost $24.88 Unrealized
KO COCA COLA CO 1.6%
Value ($000) $1,289 Shares 32,806 Est. Cost $30.05 Unrealized -3.4%
MSFT MICROSOFT CORP 1.6%
Value ($000) $1,287 Shares 29,211 Est. Cost $39.88 Unrealized -1.5%
IVE ISHARES TR 1.5%
Value ($000) $1,218 Shares 13,199 Est. Cost $93.78 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $1,218 Shares 10,672 Est. Cost $111.56 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $1,180 Shares 10,628 Est. Cost $74.81 Unrealized +16.4%
XLE SELECT SECTOR SPDR TR 1.4%
Value ($000) $1,150 Shares 15,292 Est. Cost $78.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $1,134 Shares 24,215 Est. Cost $27.66 Unrealized +2.4%
VEA VANGUARD TAX MANAGED INTL FD 1.3%
Value ($000) $1,111 Shares 28,064 Est. Cost $37.86 Unrealized
IWM ISHARES TR 1.3%
Value ($000) $1,080 Shares 8,668 Est. Cost $119.58 Unrealized
DIS DISNEY WALT CO 1.3%
Value ($000) $1,066 Shares 9,330 Est. Cost $81.99 Unrealized +22.0%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $1,065 Shares 15,720 Est. Cost $44.70 Unrealized +9.9%
GENERAL ELECTRIC CO 1.3%
Value ($000) $1,060 Shares 39,800 Est. Cost $25.46 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,025 Shares 12,321 Est. Cost $58.00 Unrealized -6.4%
BA BOEING CO 1.2%
Value ($000) $1,024 Shares 7,353 Est. Cost $110.65 Unrealized +16.4%
PFE PFIZER INC 1.2%
Value ($000) $1,024 Shares 30,490 Est. Cost $17.97 Unrealized +15.6%
AEP AMERICAN ELEC PWR INC 1.2%
Value ($000) $1,015 Shares 19,267 Est. Cost $38.58 Unrealized -1.5%
IWO ISHARES TR 1.2%
Value ($000) $1,004 Shares 6,500 Est. Cost $143.05 Unrealized
POWERSHARES ETF TR II 1.2%
Value ($000) $964 Shares 26,356 Est. Cost $37.66 Unrealized
V VISA INC 1.2%
Value ($000) $956 Shares 14,240 Est. Cost $59.89 Unrealized +5.1%
SDY SPDR SERIES TRUST 1.1%
Value ($000) $906 Shares 11,895 Est. Cost $78.87 Unrealized
FV FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $896 Shares 36,654 Est. Cost $22.04 Unrealized
IWD ISHARES TR 1.1%
Value ($000) $885 Shares 8,572 Est. Cost $104.05 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $876 Shares 11,194 Est. Cost $64.60 Unrealized -7.2%
IWF ISHARES TR 1.0%
Value ($000) $867 Shares 8,739 Est. Cost $96.34 Unrealized
FMNB FARMERS NATL BANC CORP 1.0%
Value ($000) $860 Shares 104,278 Est. Cost $5.73 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $851 Shares 4,137 Est. Cost $205.50 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $801 Shares 10,002 Est. Cost $63.52 Unrealized +6.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $799 Shares 5,870 Est. Cost $144.50 Unrealized -1.3%
T AT&T INC 1.0%
Value ($000) $796 Shares 22,357 Est. Cost $11.81 Unrealized +3.4%
ORCL ORACLE CORP 1.0%
Value ($000) $796 Shares 19,827 Est. Cost $34.50 Unrealized +7.3%
DOW CHEM CO 0.9%
Value ($000) $784 Shares 15,329 Est. Cost $45.66 Unrealized
POWERSHS DB MULTI SECT COMM 0.9%
Value ($000) $776 Shares 45,000 Est. Cost $17.47 Unrealized
RWO SPDR INDEX SHS FDS 0.9%
Value ($000) $775 Shares 16,792 Est. Cost $47.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $764 Shares 4,714 Est. Cost $100.47 Unrealized +2.5%
CSX CSX CORP 0.9%
Value ($000) $740 Shares 22,546 Est. Cost $9.84 Unrealized -0.1%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $730 Shares 7,580 Est. Cost $70.52 Unrealized -5.8%
POWERSHARES ETF TRUST II 0.9%
Value ($000) $723 Shares 30,362 Est. Cost $24.10 Unrealized
DU PONT E I DE NEMOURS & CO 0.9%
Value ($000) $715 Shares 11,189 Est. Cost $73.86 Unrealized
IWP ISHARES TR 0.9%
Value ($000) $711 Shares 7,350 Est. Cost $93.39 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $702 Shares 5,580 Est. Cost $24.42 Unrealized +16.9%
INTC INTEL CORP 0.8%
Value ($000) $699 Shares 23,008 Est. Cost $26.63 Unrealized -5.8%
HDV ISHARES TR 0.8%
Value ($000) $697 Shares 9,477 Est. Cost $75.92 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $649 Shares 3,475 Est. Cost $137.24 Unrealized +5.3%
LLY LILLY ELI & CO 0.8%
Value ($000) $644 Shares 7,737 Est. Cost $55.19 Unrealized +14.5%
CAT CATERPILLAR INC DEL 0.7%
Value ($000) $605 Shares 7,174 Est. Cost $73.02 Unrealized -9.8%
CSCO CISCO SYS INC 0.7%
Value ($000) $594 Shares 21,684 Est. Cost $18.31 Unrealized +12.7%
POWERSHS DB MULTI SECT COMM 0.7%
Value ($000) $578 Shares 16,000 Est. Cost $36.64 Unrealized
WMT WAL-MART STORES INC 0.7%
Value ($000) $575 Shares 8,119 Est. Cost $21.83 Unrealized -4.3%
PEP PEPSICO INC 0.7%
Value ($000) $567 Shares 6,094 Est. Cost $68.61 Unrealized +1.0%
POWERSHARES ETF TR II 0.6%
Value ($000) $528 Shares 17,047 Est. Cost $31.33 Unrealized
ALL ALLSTATE CORP 0.6%
Value ($000) $516 Shares 7,962 Est. Cost $51.69 Unrealized +5.1%
PSK SPDR SERIES TRUST 0.6%
Value ($000) $507 Shares 11,695 Est. Cost $43.67 Unrealized
MRK MERCK & CO INC NEW 0.6%
Value ($000) $506 Shares 8,913 Est. Cost $39.46 Unrealized +2.0%
GSG ISHARES S&P GSCI COMMODITY I 0.6%
Value ($000) $506 Shares 24,000 Est. Cost $21.58 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $443 Shares 5,167 Est. Cost $67.22 Unrealized -0.7%
PPG PPG INDS INC 0.5%
Value ($000) $407 Shares 3,565 Est. Cost $89.93 Unrealized +5.0%
BIIB BIOGEN INC 0.5%
Value ($000) $404 Shares 1,000 Est. Cost $323.51 Unrealized +24.1%
HEALTH CARE REIT INC 0.5%
Value ($000) $390 Shares 5,933 Est. Cost $76.18 Unrealized
PEBO PEOPLES BANCORP INC 0.5%
Value ($000) $387 Shares 16,546 Est. Cost $24.88 Unrealized -5.5%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $339 Shares 8,199 Est. Cost $42.58 Unrealized
KEY KEYCORP NEW 0.4%
Value ($000) $315 Shares 20,911 Est. Cost $8.62 Unrealized +11.8%
E M C CORP MASS 0.4%
Value ($000) $313 Shares 11,780 Est. Cost $29.80 Unrealized
IGSB ISHARES 0.4%
Value ($000) $303 Shares 2,872 Est. Cost $105.45 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $301 Shares 15,409 Est. Cost $19.53 Unrealized
VOD VODAFONE GROUP PLC NEW 0.4%
Value ($000) $295 Shares 8,090 Est. Cost $34.18 Unrealized
TIFFANY & CO NEW 0.4%
Value ($000) $294 Shares 3,200 Est. Cost $106.88 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $288 Shares 6,561 Est. Cost $29.12 Unrealized +2.7%
SPECTRA ENERGY CORP 0.3%
Value ($000) $288 Shares 8,779 Est. Cost $36.22 Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $265 Shares 2,942 Est. Cost $42.23 Unrealized +23.1%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $259 Shares 2,445 Est. Cost $76.09 Unrealized -0.3%
BAC BANK AMER CORP 0.3%
Value ($000) $246 Shares 14,458 Est. Cost $13.55 Unrealized -3.1%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $244 Shares 2,671 Est. Cost $70.08 Unrealized +5.6%
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $235 Shares 3,424 Est. Cost $59.87 Unrealized
CINF CINCINNATI FINL CORP 0.3%
Value ($000) $235 Shares 4,656 Est. Cost $36.45 Unrealized +4.9%
ALPS ETF TR 0.3%
Value ($000) $232 Shares 14,922 Est. Cost $17.47 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $212 Shares 2,820 Est. Cost $79.46 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $205 Shares 1,583 Est. Cost $117.50 Unrealized +7.5%
F FORD MTR CO DEL 0.2%
Value ($000) $195 Shares 12,970 Est. Cost $8.16 Unrealized +7.3%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $157 Shares 13,842 Est. Cost $6.63 Unrealized +10.3%
DNP SELECT INCOME FD 0.2%
Value ($000) $126 Shares 12,584 Est. Cost $10.50 Unrealized
VOYA PRIME RATE TR 0.1%
Value ($000) $87 Shares 16,710 Est. Cost $5.33 Unrealized