0001085146-16-003628.txt : 20160509 0001085146-16-003628.hdr.sgml : 20160509 20160509104246 ACCESSION NUMBER: 0001085146-16-003628 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160509 DATE AS OF CHANGE: 20160509 EFFECTIVENESS DATE: 20160509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT PARTNERS LTD /OH/ /ADV CENTRAL INDEX KEY: 0001050068 IRS NUMBER: 341828939 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16440 FILM NUMBER: 161630302 BUSINESS ADDRESS: STREET 1: 419 W HIGH AVENUE CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663 BUSINESS PHONE: 3303089707 MAIL ADDRESS: STREET 1: P O BOX 309 CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663-0309 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001050068 XXXXXXXX 03-31-2016 03-31-2016 false INVESTMENT PARTNERS LTD /OH/ /ADV

P O BOX 309 NEW PHILADELPHIA OH 44663-0309

13F HOLDINGS REPORT 028-16440 N Douglas G Bambeck 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 05-06-2016 0 167 153430 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 444 2947 SH SOLE 0 0 2947 ABBOTT LABS COM 002824100 566 12599 SH SOLE 0 0 12599 ABBVIE INC COM 00287Y109 660 11152 SH SOLE 0 0 11152 ADOBE SYS INC COM 00724F101 230 2455 SH SOLE 0 0 2455 ALLEGION PUB LTD CO ORD SHS G0176J109 1328 20154 SH SOLE 0 0 20154 ALLSTATE CORP COM 020002101 613 9871 SH SOLE 0 0 9871 ALPS ETF TR ALERIAN MLP 00162Q866 2134 177107 SH SOLE 0 0 177107 ALTRIA GROUP INC COM 02209S103 367 6306 SH SOLE 0 0 6306 AMERICAN ELEC PWR INC COM 025537101 2850 48905 SH SOLE 0 0 48905 AMERICAN EXPRESS CO COM 025816109 219 3158 SH SOLE 0 0 3158 AMGEN INC COM 031162100 343 2114 SH SOLE 0 0 2114 APPLE INC COM 037833100 2837 26948 SH SOLE 0 0 26948 AT&T INC COM 00206R102 2733 79417 SH SOLE 0 0 79417 AUTOMATIC DATA PROCESSING IN COM 053015103 997 11773 SH SOLE 0 0 11773 BANK AMER CORP COM 060505104 678 40296 SH SOLE 0 0 40296 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1008 7631 SH SOLE 0 0 7631 BIOGEN INC COM 09062X103 327 1066 SH SOLE 0 0 1066 BOB EVANS FARMS INC COM 096761101 211 5436 SH SOLE 0 0 5436 BOEING CO COM 097023105 1747 12077 SH SOLE 0 0 12077 BP PLC SPONSORED ADR 055622104 213 6797 SH SOLE 0 0 6797 BRISTOL MYERS SQUIBB CO COM 110122108 3488 50706 SH SOLE 0 0 50706 CATERPILLAR INC DEL COM 149123101 702 10337 SH SOLE 0 0 10337 CHESAPEAKE ENERGY CORP COM 165167107 56 12525 SH SOLE 0 0 12525 CHEVRON CORP NEW COM 166764100 1626 18073 SH SOLE 0 0 18073 CINCINNATI FINL CORP COM 172062101 343 5792 SH SOLE 0 0 5792 CISCO SYS INC COM 17275R102 765 28155 SH SOLE 0 0 28155 COCA COLA CO COM 191216100 2055 47841 SH SOLE 0 0 47841 COLGATE PALMOLIVE CO COM 194162103 764 11473 SH SOLE 0 0 11473 COMCAST CORP NEW CL A 20030N101 464 8227 SH SOLE 0 0 8227 CONOCOPHILLIPS COM 20825C104 372 7974 SH SOLE 0 0 7974 CONSOLIDATED EDISON INC COM 209115104 234 3640 SH SOLE 0 0 3640 CORNING INC COM 219350105 216 11800 SH SOLE 0 0 11800 CVS HEALTH CORP COM 126650100 326 3331 SH SOLE 0 0 3331 DISNEY WALT CO COM DISNEY 254687106 1480 14082 SH SOLE 0 0 14082 DNP SELECT INCOME FD COM 23325P104 2080 232134 SH SOLE 0 0 232134 DOMINION RES INC VA NEW COM 25746U109 896 13242 SH SOLE 0 0 13242 DOW CHEM CO COM 260543103 1507 29279 SH SOLE 0 0 29279 DU PONT E I DE NEMOURS & CO COM 263534109 1232 18491 SH SOLE 0 0 18491 DUFF & PHELPS UTIL CORP BD T COM 26432K108 156 16967 SH SOLE 0 0 16967 DUKE ENERGY CORP NEW COM NEW 26441C204 648 9077 SH SOLE 0 0 9077 E M C CORP MASS COM 268648102 360 14027 SH SOLE 0 0 14027 EMERSON ELEC CO COM 291011104 329 6883 SH SOLE 0 0 6883 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 185 13487 SH SOLE 0 0 13487 ENTERPRISE PRODS PARTNERS L COM 293792107 285 11145 SH SOLE 0 0 11145 EXPRESS SCRIPTS HLDG CO COM 30219G108 219 2512 SH SOLE 0 0 2512 EXXON MOBIL CORP COM 30231G102 3315 42525 SH SOLE 0 0 42525 FARMERS NATL BANC CORP COM 309627107 958 111418 SH SOLE 0 0 111418 FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF 33738R605 1044 44448 SH SOLE 0 0 44448 FIRSTMERIT CORP COM 337915102 248 13318 SH SOLE 0 0 13318 FORD MTR CO DEL COM PAR $0.01 345370860 523 37102 SH SOLE 0 0 37102 FRONTIER COMMUNICATIONS CORP COM 35906A108 102 21995 SH SOLE 0 0 21995 GENERAL ELECTRIC CO COM 369604103 3493 112136 SH SOLE 0 0 112136 GENERAL MLS INC COM 370334104 316 5480 SH SOLE 0 0 5480 GILEAD SCIENCES INC COM 375558103 266 2628 SH SOLE 0 0 2628 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 494 12232 SH SOLE 0 0 12232 HALLIBURTON CO COM 406216101 257 7529 SH SOLE 0 0 7529 HOME DEPOT INC COM 437076102 1747 13207 SH SOLE 0 0 13207 HONEYWELL INTL INC COM 438516106 227 2189 SH SOLE 0 0 2189 HUNTINGTON BANCSHARES INC COM 446150104 1996 180472 SH SOLE 0 0 180472 ILLINOIS TOOL WKS INC COM 452308109 412 4449 SH SOLE 0 0 4449 INGERSOLL-RAND PLC SHS G47791101 3371 60975 SH SOLE 0 0 60975 INTEL CORP COM 458140100 1033 29997 SH SOLE 0 0 29997 INTERNATIONAL BUSINESS MACHS COM 459200101 1612 11708 SH SOLE 0 0 11708 INVESCO MUN TR COM 46131J103 164 12894 SH SOLE 0 0 12894 ISHARES INC CORE MSCI EMKT 46434G103 1245 31600 SH SOLE 0 0 31600 ISHARES SILVER TRUST ISHARES 46428Q109 590 44732 SH SOLE 0 0 44732 ISHARES TR 1-3 YR CR BD ETF 464288646 530 5064 SH SOLE 0 0 5064 ISHARES TR CORE HIGH DV ETF 46429B663 829 11297 SH SOLE 0 0 11297 ISHARES TR CORE S&P MCP ETF 464287507 2739 19662 SH SOLE 0 0 19662 ISHARES TR CORE S&P500 ETF 464287200 3541 17286 SH SOLE 0 0 17286 ISHARES TR INTERM CR BD ETF 464288638 3413 31815 SH SOLE 0 0 31815 ISHARES TR MSCI EAFE ETF 464287465 2247 38270 SH SOLE 0 0 38270 ISHARES TR RUS 1000 GRW ETF 464287614 1116 11222 SH SOLE 0 0 11222 ISHARES TR RUS 1000 VAL ETF 464287598 1091 11152 SH SOLE 0 0 11152 ISHARES TR RUS 2000 GRW ETF 464287648 999 7170 SH SOLE 0 0 7170 ISHARES TR RUS 2000 VAL ETF 464287630 2651 28829 SH SOLE 0 0 28829 ISHARES TR RUS MD CP GR ETF 464287481 766 8328 SH SOLE 0 0 8328 ISHARES TR RUS MDCP VAL ETF 464287473 1613 23498 SH SOLE 0 0 23498 ISHARES TR RUSSELL 2000 ETF 464287655 999 8871 SH SOLE 0 0 8871 ISHARES TR S&P 500 GRWT ETF 464287309 1243 10738 SH SOLE 0 0 10738 ISHARES TR S&P 500 VAL ETF 464287408 1210 13672 SH SOLE 0 0 13672 ISHARES TR SELECT DIVID ETF 464287168 369 4911 SH SOLE 0 0 4911 ISHARES TR U.S. ENERGY ETF 464287796 875 25850 SH SOLE 0 0 25850 JOHNSON & JOHNSON COM 478160104 2465 23995 SH SOLE 0 0 23995 JPMORGAN CHASE & CO COM 46625H100 4887 74003 SH SOLE 0 0 74003 KEYCORP NEW COM 493267108 430 32617 SH SOLE 0 0 32617 KIMBERLY CLARK CORP COM 494368103 448 3520 SH SOLE 0 0 3520 KINDER MORGAN INC DEL COM 49456B101 345 23109 SH SOLE 0 0 23109 KROGER CO COM 501044101 289 6916 SH SOLE 0 0 6916 LILLY ELI & CO COM 532457108 1001 11882 SH SOLE 0 0 11882 LOCKHEED MARTIN CORP COM 539830109 921 4242 SH SOLE 0 0 4242 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 344 5060 SH SOLE 0 0 5060 MANITOWOC INC COM 563571108 233 15200 SH SOLE 0 0 15200 MARATHON OIL CORP COM 565849106 203 16151 SH SOLE 0 0 16151 MARATHON PETE CORP COM 56585A102 373 7188 SH SOLE 0 0 7188 MCDONALDS CORP COM 580135101 404 3420 SH SOLE 0 0 3420 MERCK & CO INC NEW COM 58933Y105 1593 30173 SH SOLE 0 0 30173 MICROSOFT CORP COM 594918104 2598 46842 SH SOLE 0 0 46842 MYLAN N V SHS EURO N59465109 259 4795 SH SOLE 0 0 4795 NEWELL RUBBERMAID INC COM 651229106 238 5389 SH SOLE 0 0 5389 NEXTERA ENERGY INC COM 65339F101 546 5252 SH SOLE 0 0 5252 NORFOLK SOUTHERN CORP COM 655844108 263 3111 SH SOLE 0 0 3111 NUVEEN MUN MKT OPPORTUNITY F COM 67062W103 200 14471 SH SOLE 0 0 14471 NUVEEN OHIO QUALITY INCOME M COM 670980101 211 13843 SH SOLE 0 0 13843 ORACLE CORP COM 68389X105 1122 30717 SH SOLE 0 0 30717 PARK NATL CORP COM 700658107 237 2623 SH SOLE 0 0 2623 PEOPLES BANCORP INC COM 709789101 717 38080 SH SOLE 0 0 38080 PEPSICO INC COM 713448108 1684 16851 SH SOLE 0 0 16851 PFIZER INC COM 717081103 1961 60756 SH SOLE 0 0 60756 PHILIP MORRIS INTL INC COM 718172109 419 4762 SH SOLE 0 0 4762 PIMCO CORPORATE & INCOME OPP COM 72201B101 283 21245 SH SOLE 0 0 21245 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 360 26916 SH SOLE 0 0 26916 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 269 9397 SH SOLE 0 0 9397 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 967 25066 SH SOLE 0 0 25066 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 1605 38805 SH SOLE 0 0 38805 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 365 15385 SH SOLE 0 0 15385 POWERSHARES ETF TRUST II DWA SC MOMNT PTF 73936Q744 245 6511 SH SOLE 0 0 6511 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 666 5952 SH SOLE 0 0 5952 POWERSHS DB MULTI SECT COMM PS DB AGRICUL FD 73936B408 1194 57950 SH SOLE 0 0 57950 PPG INDS INC COM 693506107 299 3022 SH SOLE 0 0 3022 PROCTER & GAMBLE CO COM 742718109 1725 21723 SH SOLE 0 0 21723 PROGRESSIVE CORP OHIO COM 743315103 424 13318 SH SOLE 0 0 13318 PROSHARES TR PSHS ULTSH 20YRS 74347B201 362 8203 SH SOLE 0 0 8203 PROSHARES TR ULTRA FNCLS NEW 74347X633 236 3320 SH SOLE 0 0 3320 REALTY INCOME CORP COM 756109104 271 5240 SH SOLE 0 0 5240 RPM INTL INC COM 749685103 400 9089 SH SOLE 0 0 9089 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 209 2728 SH SOLE 0 0 2728 SCHLUMBERGER LTD COM 806857108 514 7373 SH SOLE 0 0 7373 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 395 6557 SH SOLE 0 0 6557 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3674 84878 SH SOLE 0 0 84878 SIRIUS XM HLDGS INC COM 82968B103 172 42219 SH SOLE 0 0 42219 SMUCKER J M CO COM NEW 832696405 581 4711 SH SOLE 0 0 4711 SOUTHERN CO COM 842587107 375 8012 SH SOLE 0 0 8012 SPDR GOLD TRUST GOLD SHS 78463V107 213 2095 SH SOLE 0 0 2095 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 857 18315 SH SOLE 0 0 18315 SPDR S&P 500 ETF TR TR UNIT 78462F103 1615 7923 SH SOLE 0 0 7923 SPDR SERIES TRUST BARC SHT TR CP 78464A474 423 13928 SH SOLE 0 0 13928 SPDR SERIES TRUST BRCLYS INTER ETF 78464A672 375 6235 SH SOLE 0 0 6235 SPDR SERIES TRUST INTR TRM CORP BD 78464A375 371 11107 SH SOLE 0 0 11107 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1589 21599 SH SOLE 0 0 21599 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 635 14211 SH SOLE 0 0 14211 SPECTRA ENERGY CORP COM 847560109 297 12390 SH SOLE 0 0 12390 SPROUTS FMRS MKT INC COM 85208M102 216 8107 SH SOLE 0 0 8107 TEGNA INC COM 87901J105 248 9706 SH SOLE 0 0 9706 TEXAS INSTRS INC COM 882508104 226 4129 SH SOLE 0 0 4129 THERMO FISHER SCIENTIFIC INC COM 883556102 492 3471 SH SOLE 0 0 3471 TIFFANY & CO NEW COM 886547108 244 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 359 12566 SH SOLE 0 0 12566 TIMKENSTEEL CORP COM 887399103 101 12011 SH SOLE 0 0 12011 U S GEOTHERMAL INC COM 90338S102 10 15988 SH SOLE 0 0 15988 UNITED STATES OIL FUND LP UNITS 91232N108 525 47718 SH SOLE 0 0 47718 UNITED TECHNOLOGIES CORP COM 913017109 226 2348 SH SOLE 0 0 2348 US BANCORP DEL COM NEW 902973304 307 7184 SH SOLE 0 0 7184 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 219 2747 SH SOLE 0 0 2747 VANGUARD INDEX FDS REIT ETF 922908553 2613 32770 SH SOLE 0 0 32770 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 889 27177 SH SOLE 0 0 27177 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1578 42966 SH SOLE 0 0 42966 VERIZON COMMUNICATIONS INC COM 92343V104 2944 63680 SH SOLE 0 0 63680 VISA INC COM CL A 92826C839 1171 15098 SH SOLE 0 0 15098 VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 377 11668 SH SOLE 0 0 11668 VOYA PRIME RATE TR SH BEN INT 92913A100 709 140090 SH SOLE 0 0 140090 WAL-MART STORES INC COM 931142103 933 15226 SH SOLE 0 0 15226 WELLS FARGO & CO NEW COM 949746101 312 5743 SH SOLE 0 0 5743 WELLTOWER INC COM 95040Q104 551 8101 SH SOLE 0 0 8101 WENDYS CO COM 95058W100 280 26025 SH SOLE 0 0 26025 WORTHINGTON INDS INC COM 981811102 326 10823 SH SOLE 0 0 10823 YUM BRANDS INC COM 988498101 280 3841 SH SOLE 0 0 3841