0001085146-20-002815.txt : 20201109 0001085146-20-002815.hdr.sgml : 20201109 20201109120355 ACCESSION NUMBER: 0001085146-20-002815 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201109 DATE AS OF CHANGE: 20201109 EFFECTIVENESS DATE: 20201109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT PARTNERS, LTD. 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: 201296758 BUSINESS ADDRESS: STREET 1: 419 W HIGH AVE STREET 2: PO BOX 309 CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663 BUSINESS PHONE: 3303089707 MAIL ADDRESS: STREET 1: 419 W HIGH AVE STREET 2: PO BOX 309 CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663 FORMER COMPANY: FORMER CONFORMED NAME: INVESTMENT PARTNERS LTD /OH/ /ADV DATE OF NAME CHANGE: 19971120 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001050068 XXXXXXXX 09-30-2020 09-30-2020 false INVESTMENT PARTNERS, LTD.

419 W High Ave Po Box 309 NEW PHILADELPHIA OH 44663

13F HOLDINGS REPORT 028-16440 N Douglas G Bambeck 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 11-06-2020 0 129 167597 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 285 1777 SH SOLE 0 0 1777 ABBOTT LABS COM 002824100 1001 9202 SH SOLE 0 0 9202 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 334 1478 SH SOLE 0 0 1478 ADOBE SYSTEMS INCORPORATED COM 00724F101 241 492 SH SOLE 0 0 492 AFLAC INC COM 001055102 255 7006 SH SOLE 0 0 7006 AIR PRODS & CHEMS INC COM 009158106 276 927 SH SOLE 0 0 927 ALLSTATE CORP COM 020002101 368 3912 SH SOLE 0 0 3912 ALPHABET INC CAP STK CL C 02079K107 265 180 SH SOLE 0 0 180 AMAZON COM INC COM 023135106 1033 328 SH SOLE 0 0 328 AMERICAN ELEC PWR CO INC COM 025537101 1411 17265 SH SOLE 0 0 17265 AMGEN INC COM 031162100 221 870 SH SOLE 0 0 870 ANALOG DEVICES INC COM 032654105 342 2927 SH SOLE 0 0 2927 APPLE INC COM 037833100 7257 62665 SH SOLE 0 0 62665 AT&T INC COM 00206R102 582 20418 SH SOLE 0 0 20418 AUTOMATIC DATA PROCESSING IN COM 053015103 698 5006 SH SOLE 0 0 5006 BECTON DICKINSON & CO COM 075887109 352 1511 SH SOLE 0 0 1511 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 785 3685 SH SOLE 0 0 3685 BOEING CO COM 097023105 754 4564 SH SOLE 0 0 4564 BRISTOL-MYERS SQUIBB CO COM 110122108 806 13366 SH SOLE 0 0 13366 CATERPILLAR INC DEL COM 149123101 793 5320 SH SOLE 0 0 5320 CHEVRON CORP NEW COM 166764100 391 5437 SH SOLE 0 0 5437 CHUBB LIMITED COM H1467J104 212 1829 SH SOLE 0 0 1829 CINCINNATI FINL CORP COM 172062101 361 4626 SH SOLE 0 0 4626 CISCO SYS INC COM 17275R102 895 22718 SH SOLE 0 0 22718 COCA COLA CO COM 191216100 720 14581 SH SOLE 0 0 14581 COLGATE PALMOLIVE CO COM 194162103 431 5581 SH SOLE 0 0 5581 COMCAST CORP NEW CL A 20030N101 286 6172 SH SOLE 0 0 6172 COSTCO WHSL CORP NEW COM 22160K105 463 1305 SH SOLE 0 0 1305 DISNEY WALT CO COM DISNEY 254687106 1393 11230 SH SOLE 0 0 11230 DNP SELECT INCOME FD INC COM 23325P104 693 69057 SH SOLE 0 0 69057 DOMINION ENERGY INC COM 25746U109 304 3857 SH SOLE 0 0 3857 ENBRIDGE INC COM 29250N105 350 11984 SH SOLE 0 0 11984 EVERSOURCE ENERGY COM 30040W108 217 2595 SH SOLE 0 0 2595 EXXON MOBIL CORP COM 30231G102 502 14628 SH SOLE 0 0 14628 FACEBOOK INC CL A 30303M102 273 1043 SH SOLE 0 0 1043 FACTSET RESH SYS INC COM 303075105 268 800 SH SOLE 0 0 800 FORD MTR CO DEL COM 345370860 209 31346 SH SOLE 0 0 31346 HOME DEPOT INC COM 437076102 1357 4887 SH SOLE 0 0 4887 ILLINOIS TOOL WKS INC COM 452308109 286 1479 SH SOLE 0 0 1479 INTEL CORP COM 458140100 547 10559 SH SOLE 0 0 10559 INTERNATIONAL BUSINESS MACHS COM 459200101 449 3692 SH SOLE 0 0 3692 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 586 10933 SH SOLE 0 0 10933 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 226 7040 SH SOLE 0 0 7040 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 683 8938 SH SOLE 0 0 8938 ISHARES INC MSCI EMERG MRKT 464286533 216 3916 SH SOLE 0 0 3916 ISHARES SILVER TR ISHARES 46428Q109 445 20574 SH SOLE 0 0 20574 ISHARES TR RUS 1000 GRW ETF 464287614 10795 49769 SH SOLE 0 0 49769 ISHARES TR CORE HIGH DV ETF 46429B663 751 9335 SH SOLE 0 0 9335 ISHARES TR 0-5 YR TIPS ETF 46429B747 705 6778 SH SOLE 0 0 6778 ISHARES TR CORE S&P500 ETF 464287200 4466 13289 SH SOLE 0 0 13289 ISHARES TR S&P 500 VAL ETF 464287408 2026 18021 SH SOLE 0 0 18021 ISHARES TR RUS 1000 VAL ETF 464287598 8838 74817 SH SOLE 0 0 74817 ISHARES TR S&P 500 GRWT ETF 464287309 2591 11213 SH SOLE 0 0 11213 ISHARES TR RUS 2000 GRW ETF 464287648 1441 6503 SH SOLE 0 0 6503 ISHARES TR RUS MDCP VAL ETF 464287473 1797 22226 SH SOLE 0 0 22226 ISHARES TR MSCI USA MIN VOL 46429B697 5099 80007 SH SOLE 0 0 80007 ISHARES TR ISHS 5-10YR INVT 464288638 1346 22129 SH SOLE 0 0 22129 ISHARES TR RUS 2000 VAL ETF 464287630 2058 20720 SH SOLE 0 0 20720 ISHARES TR CORE S&P MCP ETF 464287507 1810 9770 SH SOLE 0 0 9770 ISHARES TR MSCI EAFE MIN VL 46429B689 2303 33799 SH SOLE 0 0 33799 ISHARES TR ISHS 1-5YR INVS 464288646 1603 29193 SH SOLE 0 0 29193 ISHARES TR 0-5YR HI YL CP 46434V407 1113 25324 SH SOLE 0 0 25324 ISHARES TR RUSSELL 2000 ETF 464287655 637 4254 SH SOLE 0 0 4254 ISHARES TR RUS MD CP GR ETF 464287481 2444 14138 SH SOLE 0 0 14138 ISHARES TR MSCI EAFE ETF 464287465 3190 50124 SH SOLE 0 0 50124 ISHARES TR NATIONAL MUN ETF 464288414 878 7577 SH SOLE 0 0 7577 ISHARES TR CORE DIV GRWTH 46434V621 714 17944 SH SOLE 0 0 17944 ISHARES TR CORE MSCI EAFE 46432F842 6376 105774 SH SOLE 0 0 105774 JOHNSON & JOHNSON COM 478160104 1264 8493 SH SOLE 0 0 8493 JPMORGAN CHASE & CO COM 46625H100 1896 19694 SH SOLE 0 0 19694 L3HARRIS TECHNOLOGIES INC COM 502431109 290 1710 SH SOLE 0 0 1710 LCNB CORP COM 50181P100 159 11678 SH SOLE 0 0 11678 LILLY ELI & CO COM 532457108 882 5960 SH SOLE 0 0 5960 LOCKHEED MARTIN CORP COM 539830109 849 2215 SH SOLE 0 0 2215 LOWES COS INC COM 548661107 639 3850 SH SOLE 0 0 3850 MCDONALDS CORP COM 580135101 568 2586 SH SOLE 0 0 2586 MEDTRONIC PLC SHS G5960L103 383 3687 SH SOLE 0 0 3687 MERCK & CO. INC COM 58933Y105 362 4365 SH SOLE 0 0 4365 MICROSOFT CORP COM 594918104 5577 26517 SH SOLE 0 0 26517 NEXTERA ENERGY INC COM 65339F101 716 2579 SH SOLE 0 0 2579 NIKE INC CL B 654106103 388 3093 SH SOLE 0 0 3093 NORFOLK SOUTHN CORP COM 655844108 376 1758 SH SOLE 0 0 1758 ORACLE CORP COM 68389X105 778 13037 SH SOLE 0 0 13037 PAYCHEX INC COM 704326107 236 2957 SH SOLE 0 0 2957 PEPSICO INC COM 713448108 881 6358 SH SOLE 0 0 6358 PFIZER INC COM 717081103 840 22889 SH SOLE 0 0 22889 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 6745 66150 SH SOLE 0 0 66150 PRICE T ROWE GROUP INC COM 74144T108 235 1831 SH SOLE 0 0 1831 PROCTER AND GAMBLE CO COM 742718109 1400 10070 SH SOLE 0 0 10070 PROGRESSIVE CORP COM 743315103 406 4289 SH SOLE 0 0 4289 SCOTTS MIRACLE GRO CO CL A 810186106 247 1612 SH SOLE 0 0 1612 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2130 35876 SH SOLE 0 0 35876 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 276 2612 SH SOLE 0 0 2612 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 239 4016 SH SOLE 0 0 4016 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 266 1807 SH SOLE 0 0 1807 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 318 2725 SH SOLE 0 0 2725 SIRIUS XM HOLDINGS INC COM 82968B103 195 36305 SH SOLE 0 0 36305 SPDR GOLD TR GOLD SHS 78463V107 220 1241 SH SOLE 0 0 1241 SPDR S&P 500 ETF TR TR UNIT 78462F103 2025 6046 SH SOLE 0 0 6046 SPDR SER TR NUVEEN BLMBRG SR 78468R739 273 5474 SH SOLE 0 0 5474 SPDR SER TR S&P DIVID ETF 78464A763 1435 15528 SH SOLE 0 0 15528 SYSCO CORP COM 871829107 206 3306 SH SOLE 0 0 3306 TESLA INC COM 88160R101 4200 9790 SH SOLE 0 0 9790 THERMO FISHER SCIENTIFIC INC COM 883556102 546 1237 SH SOLE 0 0 1237 TIFFANY & CO NEW COM 886547108 371 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 252 4647 SH SOLE 0 0 4647 TORO CO COM 891092108 322 3836 SH SOLE 0 0 3836 UNITEDHEALTH GROUP INC COM 91324P102 573 1837 SH SOLE 0 0 1837 V F CORP COM 918204108 234 3324 SH SOLE 0 0 3324 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 362 4104 SH SOLE 0 0 4104 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3570 42985 SH SOLE 0 0 42985 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 600 10318 SH SOLE 0 0 10318 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 308 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS MID CAP ETF 922908629 3316 18811 SH SOLE 0 0 18811 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1543 19536 SH SOLE 0 0 19536 VANGUARD INDEX FDS SMALL CP ETF 922908751 2271 14766 SH SOLE 0 0 14766 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1497 14219 SH SOLE 0 0 14219 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3781 87444 SH SOLE 0 0 87444 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 246 2371 SH SOLE 0 0 2371 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 278 1795 SH SOLE 0 0 1795 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3088 24005 SH SOLE 0 0 24005 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4938 120723 SH SOLE 0 0 120723 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2115 29367 SH SOLE 0 0 29367 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 241 4120 SH SOLE 0 0 4120 VERIZON COMMUNICATIONS INC COM 92343V104 1232 20705 SH SOLE 0 0 20705 VISA INC COM CL A 92826C839 2209 11044 SH SOLE 0 0 11044 VOYA PRIME RATE TR SH BEN INT 92913A100 355 80430 SH SOLE 0 0 80430 WALMART INC COM 931142103 1358 9704 SH SOLE 0 0 9704 YUM BRANDS INC COM 988498101 288 3152 SH SOLE 0 0 3152