0001085146-21-000156.txt : 20210119 0001085146-21-000156.hdr.sgml : 20210119 20210119092016 ACCESSION NUMBER: 0001085146-21-000156 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210119 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: 21534244 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 12-31-2020 12-31-2020 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 01-18-2021 0 144 188165 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 313 1788 SH SOLE 0 0 1788 ABBOTT LABS COM 002824100 976 8917 SH SOLE 0 0 8917 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 387 1483 SH SOLE 0 0 1483 ADOBE SYSTEMS INCORPORATED COM 00724F101 246 492 SH SOLE 0 0 492 AFLAC INC COM 001055102 313 7041 SH SOLE 0 0 7041 AIR PRODS & CHEMS INC COM 009158106 254 931 SH SOLE 0 0 931 ALLSTATE CORP COM 020002101 431 3917 SH SOLE 0 0 3917 ALPHABET INC CAP STK CL C 02079K107 315 180 SH SOLE 0 0 180 AMAZON COM INC COM 023135106 1068 328 SH SOLE 0 0 328 AMERICAN ELEC PWR CO INC COM 025537101 1400 16813 SH SOLE 0 0 16813 AMGEN INC COM 031162100 201 873 SH SOLE 0 0 873 ANALOG DEVICES INC COM 032654105 434 2939 SH SOLE 0 0 2939 APPLE INC COM 037833100 8111 61125 SH SOLE 0 0 61125 AT&T INC COM 00206R102 328 11398 SH SOLE 0 0 11398 AUTOMATIC DATA PROCESSING IN COM 053015103 883 5011 SH SOLE 0 0 5011 BECTON DICKINSON & CO COM 075887109 392 1567 SH SOLE 0 0 1567 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 850 3665 SH SOLE 0 0 3665 BK OF AMERICA CORP COM 060505104 225 7431 SH SOLE 0 0 7431 BOEING CO COM 097023105 960 4484 SH SOLE 0 0 4484 BRISTOL-MYERS SQUIBB CO COM 110122108 852 13741 SH SOLE 0 0 13741 CATERPILLAR INC COM 149123101 933 5127 SH SOLE 0 0 5127 CHEVRON CORP NEW COM 166764100 589 6971 SH SOLE 0 0 6971 CHUBB LIMITED COM H1467J104 283 1840 SH SOLE 0 0 1840 CINCINNATI FINL CORP COM 172062101 325 3716 SH SOLE 0 0 3716 CISCO SYS INC COM 17275R102 1021 22807 SH SOLE 0 0 22807 COCA COLA CO COM 191216100 813 14818 SH SOLE 0 0 14818 COLGATE PALMOLIVE CO COM 194162103 478 5589 SH SOLE 0 0 5589 COMCAST CORP NEW CL A 20030N101 324 6177 SH SOLE 0 0 6177 COSTCO WHSL CORP NEW COM 22160K105 498 1321 SH SOLE 0 0 1321 CUMMINS INC COM 231021106 351 1545 SH SOLE 0 0 1545 DIGITAL RLTY TR INC COM 253868103 332 2382 SH SOLE 0 0 2382 DISNEY WALT CO COM 254687106 1905 10516 SH SOLE 0 0 10516 DNP SELECT INCOME FD INC COM 23325P104 725 70616 SH SOLE 0 0 70616 EASTMAN CHEM CO COM 277432100 211 2100 SH SOLE 0 0 2100 ENBRIDGE INC COM 29250N105 318 9952 SH SOLE 0 0 9952 EVERSOURCE ENERGY COM 30040W108 226 2610 SH SOLE 0 0 2610 EXXON MOBIL CORP COM 30231G102 564 13681 SH SOLE 0 0 13681 FACEBOOK INC CL A 30303M102 271 993 SH SOLE 0 0 993 FACTSET RESH SYS INC COM 303075105 266 801 SH SOLE 0 0 801 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 276 5864 SH SOLE 0 0 5864 FORD MTR CO DEL COM 345370860 306 34758 SH SOLE 0 0 34758 HOME DEPOT INC COM 437076102 1302 4900 SH SOLE 0 0 4900 HUNTINGTON BANCSHARES INC COM 446150104 204 16178 SH SOLE 0 0 16178 ILLINOIS TOOL WKS INC COM 452308109 303 1486 SH SOLE 0 0 1486 INTEL CORP COM 458140100 552 11075 SH SOLE 0 0 11075 INTERNATIONAL BUSINESS MACHS COM 459200101 592 4701 SH SOLE 0 0 4701 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 605 10757 SH SOLE 0 0 10757 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 729 8313 SH SOLE 0 0 8313 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 282 7040 SH SOLE 0 0 7040 ISHARES SILVER TR ISHARES 46428Q109 329 13374 SH SOLE 0 0 13374 ISHARES TR 0-5 YR TIPS ETF 46429B747 638 6106 SH SOLE 0 0 6106 ISHARES TR 0-5YR HI YL CP 46434V407 1310 28835 SH SOLE 0 0 28835 ISHARES TR CORE DIV GRWTH 46434V621 804 17944 SH SOLE 0 0 17944 ISHARES TR CORE HIGH DV ETF 46429B663 737 8406 SH SOLE 0 0 8406 ISHARES TR CORE MSCI EAFE 46432F842 7312 105835 SH SOLE 0 0 105835 ISHARES TR CORE S&P MCP ETF 464287507 2244 9765 SH SOLE 0 0 9765 ISHARES TR CORE S&P500 ETF 464287200 4999 13317 SH SOLE 0 0 13317 ISHARES TR ISHS 1-5YR INVS 464288646 1809 32787 SH SOLE 0 0 32787 ISHARES TR ISHS 5-10YR INVT 464288638 1368 22147 SH SOLE 0 0 22147 ISHARES TR MSCI EAFE ETF 464287465 3657 50124 SH SOLE 0 0 50124 ISHARES TR MSCI EAFE MIN VL 46429B689 2276 30999 SH SOLE 0 0 30999 ISHARES TR MSCI USA MIN VOL 46429B697 5453 80340 SH SOLE 0 0 80340 ISHARES TR NATIONAL MUN ETF 464288414 888 7577 SH SOLE 0 0 7577 ISHARES TR RUS 1000 GRW ETF 464287614 12002 49772 SH SOLE 0 0 49772 ISHARES TR RUS 1000 VAL ETF 464287598 10231 74827 SH SOLE 0 0 74827 ISHARES TR RUS 2000 GRW ETF 464287648 1890 6592 SH SOLE 0 0 6592 ISHARES TR RUS 2000 VAL ETF 464287630 2818 21392 SH SOLE 0 0 21392 ISHARES TR RUS MD CP GR ETF 464287481 2950 28740 SH SOLE 0 0 28740 ISHARES TR RUS MDCP VAL ETF 464287473 2210 22797 SH SOLE 0 0 22797 ISHARES TR RUSSELL 2000 ETF 464287655 1007 5137 SH SOLE 0 0 5137 ISHARES TR S&P 500 GRWT ETF 464287309 2785 43642 SH SOLE 0 0 43642 ISHARES TR S&P 500 VAL ETF 464287408 2277 17786 SH SOLE 0 0 17786 ISHARES TR SELECT DIVID ETF 464287168 459 4769 SH SOLE 0 0 4769 ISHARES TR US TELECOM ETF 464287713 299 9900 SH SOLE 0 0 9900 JOHNSON & JOHNSON COM 478160104 1331 8457 SH SOLE 0 0 8457 JPMORGAN CHASE & CO COM 46625H100 2397 18866 SH SOLE 0 0 18866 L3HARRIS TECHNOLOGIES INC COM 502431109 315 1667 SH SOLE 0 0 1667 LCNB CORP COM 50181P100 307 20875 SH SOLE 0 0 20875 LILLY ELI & CO COM 532457108 978 5793 SH SOLE 0 0 5793 LOCKHEED MARTIN CORP COM 539830109 766 2159 SH SOLE 0 0 2159 LOWES COS INC COM 548661107 612 3811 SH SOLE 0 0 3811 MCDONALDS CORP COM 580135101 557 2594 SH SOLE 0 0 2594 MEDTRONIC PLC SHS G5960L103 434 3701 SH SOLE 0 0 3701 MERCK & CO. INC COM 58933Y105 322 3935 SH SOLE 0 0 3935 MICROSOFT CORP COM 594918104 5881 26442 SH SOLE 0 0 26442 NEXTERA ENERGY INC COM 65339F101 798 10349 SH SOLE 0 0 10349 NIKE INC CL B 654106103 442 3126 SH SOLE 0 0 3126 NORFOLK SOUTHN CORP COM 655844108 406 1710 SH SOLE 0 0 1710 NORTHROP GRUMMAN CORP COM 666807102 337 1105 SH SOLE 0 0 1105 ORACLE CORP COM 68389X105 846 13083 SH SOLE 0 0 13083 PAYCHEX INC COM 704326107 277 2974 SH SOLE 0 0 2974 PAYPAL HLDGS INC COM 70450Y103 281 1200 SH SOLE 0 0 1200 PEPSICO INC COM 713448108 912 6149 SH SOLE 0 0 6149 PFIZER INC COM 717081103 846 22972 SH SOLE 0 0 22972 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2079 20375 SH SOLE 0 0 20375 PRICE T ROWE GROUP INC COM 74144T108 247 1633 SH SOLE 0 0 1633 PROCTER AND GAMBLE CO COM 742718109 1473 10587 SH SOLE 0 0 10587 PROGRESSIVE CORP COM 743315103 371 3754 SH SOLE 0 0 3754 QUALCOMM INC COM 747525103 221 1448 SH SOLE 0 0 1448 RAYTHEON TECHNOLOGIES CORP COM 75513E101 206 2883 SH SOLE 0 0 2883 SCOTTS MIRACLE GRO CO CL A 810186106 322 1616 SH SOLE 0 0 1616 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 283 4196 SH SOLE 0 0 4196 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 299 1863 SH SOLE 0 0 1863 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2306 36776 SH SOLE 0 0 36776 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 427 5897 SH SOLE 0 0 5897 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 350 2692 SH SOLE 0 0 2692 SIRIUS XM HOLDINGS INC COM 82968B103 231 36305 SH SOLE 0 0 36305 SOUTHWEST AIRLS CO COM 844741108 234 5020 SH SOLE 0 0 5020 SPDR GOLD TR GOLD SHS 78463V107 207 1161 SH SOLE 0 0 1161 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 204 4598 SH SOLE 0 0 4598 SPDR S&P 500 ETF TR TR UNIT 78462F103 2308 6173 SH SOLE 0 0 6173 SPDR SER TR NUVEEN BLMBRG SR 78468R739 258 5174 SH SOLE 0 0 5174 SPDR SER TR S&P BIOTECH 78464A870 224 1588 SH SOLE 0 0 1588 SPDR SER TR S&P DIVID ETF 78464A763 1706 16103 SH SOLE 0 0 16103 SYSCO CORP COM 871829107 247 3324 SH SOLE 0 0 3324 TESLA INC COM 88160R101 6909 9790 SH SOLE 0 0 9790 THERMO FISHER SCIENTIFIC INC COM 883556102 576 1237 SH SOLE 0 0 1237 TIFFANY & CO NEW COM 886547108 421 3200 SH SOLE 0 0 3200 TORO CO COM 891092108 352 3716 SH SOLE 0 0 3716 UNITEDHEALTH GROUP INC COM 91324P102 613 1749 SH SOLE 0 0 1749 US BANCORP DEL COM NEW 902973304 203 4363 SH SOLE 0 0 4363 V F CORP COM 918204108 269 3146 SH SOLE 0 0 3146 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3680 44392 SH SOLE 0 0 44392 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 365 4139 SH SOLE 0 0 4139 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 642 10960 SH SOLE 0 0 10960 VANGUARD INDEX FDS MID CAP ETF 922908629 3890 18811 SH SOLE 0 0 18811 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1660 19548 SH SOLE 0 0 19548 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 344 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS SMALL CP ETF 922908751 2870 14744 SH SOLE 0 0 14744 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4494 89679 SH SOLE 0 0 89679 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1816 14909 SH SOLE 0 0 14909 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 315 1795 SH SOLE 0 0 1795 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 286 2386 SH SOLE 0 0 2386 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3392 24030 SH SOLE 0 0 24030 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5946 125955 SH SOLE 0 0 125955 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2390 29367 SH SOLE 0 0 29367 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 300 4120 SH SOLE 0 0 4120 VERIZON COMMUNICATIONS INC COM 92343V104 1166 19855 SH SOLE 0 0 19855 VISA INC COM CL A 92826C839 2154 9848 SH SOLE 0 0 9848 VOYA PRIME RATE TR SH BEN INT 92913A100 360 80430 SH SOLE 0 0 80430 WALMART INC COM 931142103 1399 9704 SH SOLE 0 0 9704 WEC ENERGY GROUP INC COM 92939U106 266 2895 SH SOLE 0 0 2895 YUM BRANDS INC COM 988498101 342 3152 SH SOLE 0 0 3152 ZIMMER BIOMET HOLDINGS INC COM 98956P102 222 1440 SH SOLE 0 0 1440