0001085146-21-001468.txt : 20210506
0001085146-21-001468.hdr.sgml : 20210506
20210505210028
ACCESSION NUMBER: 0001085146-21-001468
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210506
DATE AS OF CHANGE: 20210505
EFFECTIVENESS DATE: 20210506
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: 21895387
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
03-31-2021
03-31-2021
false
INVESTMENT PARTNERS, LTD.
419 W High Ave
Po Box 309
NEW PHILADELPHIA
OH
44663
13F HOLDINGS REPORT
028-16440
N
Douglas G Bambeck
CCO
330-308-9707
/s/ Douglas G Bambeck
New Philadelphia
OH
05-03-2021
0
157
205832
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
347
1799
SH
SOLE
0
0
1799
ABBOTT LABS
COM
002824100
1095
9137
SH
SOLE
0
0
9137
ABBVIE INC
COM
00287Y109
506
4675
SH
SOLE
0
0
4675
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
461
1670
SH
SOLE
0
0
1670
ADOBE SYSTEMS INCORPORATED
COM
00724F101
317
667
SH
SOLE
0
0
667
AFLAC INC
COM
001055102
362
7080
SH
SOLE
0
0
7080
AIR PRODS & CHEMS INC
COM
009158106
263
935
SH
SOLE
0
0
935
ALLSTATE CORP
COM
020002101
450
3921
SH
SOLE
0
0
3921
ALPHABET INC
CAP STK CL A
02079K305
347
168
SH
SOLE
0
0
168
ALPHABET INC
CAP STK CL C
02079K107
408
197
SH
SOLE
0
0
197
AMAZON COM INC
COM
023135106
1055
341
SH
SOLE
0
0
341
AMERICAN ELEC PWR CO INC
COM
025537101
1322
15611
SH
SOLE
0
0
15611
AMERICAN TOWER CORP NEW
COM
03027X100
231
966
SH
SOLE
0
0
966
AMGEN INC
COM
031162100
200
803
SH
SOLE
0
0
803
ANALOG DEVICES INC
COM
032654105
458
2952
SH
SOLE
0
0
2952
APPLE INC
COM
037833100
7536
61695
SH
SOLE
0
0
61695
ARCHER DANIELS MIDLAND CO
COM
039483102
251
4410
SH
SOLE
0
0
4410
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
230
372
SH
SOLE
0
0
372
AT&T INC
COM
00206R102
380
12559
SH
SOLE
0
0
12559
AUTOMATIC DATA PROCESSING IN
COM
053015103
945
5015
SH
SOLE
0
0
5015
BECTON DICKINSON & CO
COM
075887109
382
1572
SH
SOLE
0
0
1572
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
936
3665
SH
SOLE
0
0
3665
BK OF AMERICA CORP
COM
060505104
288
7442
SH
SOLE
0
0
7442
BLACKROCK MUNIASSETS FD INC
COM
09254J102
311
20416
SH
SOLE
0
0
20416
BOEING CO
COM
097023105
1100
4318
SH
SOLE
0
0
4318
BRISTOL-MYERS SQUIBB CO
COM
110122108
869
13767
SH
SOLE
0
0
13767
CATERPILLAR INC
COM
149123101
1190
5134
SH
SOLE
0
0
5134
CHEVRON CORP NEW
COM
166764100
693
6610
SH
SOLE
0
0
6610
CHUBB LIMITED
COM
H1467J104
292
1848
SH
SOLE
0
0
1848
CINCINNATI FINL CORP
COM
172062101
383
3716
SH
SOLE
0
0
3716
CISCO SYS INC
COM
17275R102
1173
22680
SH
SOLE
0
0
22680
COCA COLA CO
COM
191216100
781
14818
SH
SOLE
0
0
14818
COLGATE PALMOLIVE CO
COM
194162103
275
3488
SH
SOLE
0
0
3488
COMCAST CORP NEW
CL A
20030N101
307
5676
SH
SOLE
0
0
5676
COSTCO WHSL CORP NEW
COM
22160K105
538
1528
SH
SOLE
0
0
1528
CUMMINS INC
COM
231021106
401
1546
SH
SOLE
0
0
1546
DISNEY WALT CO
COM
254687106
1950
10566
SH
SOLE
0
0
10566
DNP SELECT INCOME FD INC
COM
23325P104
879
88974
SH
SOLE
0
0
88974
EASTMAN CHEM CO
COM
277432100
231
2100
SH
SOLE
0
0
2100
ENBRIDGE INC
COM
29250N105
333
9150
SH
SOLE
0
0
9150
EVERSOURCE ENERGY
COM
30040W108
227
2626
SH
SOLE
0
0
2626
EXXON MOBIL CORP
COM
30231G102
779
13962
SH
SOLE
0
0
13962
FACEBOOK INC
CL A
30303M102
259
878
SH
SOLE
0
0
878
FACTSET RESH SYS INC
COM
303075105
248
803
SH
SOLE
0
0
803
FIDELITY COVINGTON TRUST
MSCI INDL INDX
316092709
312
5984
SH
SOLE
0
0
5984
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
259
6370
SH
SOLE
0
0
6370
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
209
5778
SH
SOLE
0
0
5778
FORD MTR CO DEL
COM
345370860
426
34758
SH
SOLE
0
0
34758
GENERAL DYNAMICS CORP
COM
369550108
214
1179
SH
SOLE
0
0
1179
GOLDMAN SACHS GROUP INC
COM
38141G104
260
794
SH
SOLE
0
0
794
HOME DEPOT INC
COM
437076102
1573
5152
SH
SOLE
0
0
5152
HUNTINGTON BANCSHARES INC
COM
446150104
254
16181
SH
SOLE
0
0
16181
ILLINOIS TOOL WKS INC
COM
452308109
331
1493
SH
SOLE
0
0
1493
INTEL CORP
COM
458140100
838
13091
SH
SOLE
0
0
13091
INTERNATIONAL BUSINESS MACHS
COM
459200101
592
4440
SH
SOLE
0
0
4440
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
626
10762
SH
SOLE
0
0
10762
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
526
6178
SH
SOLE
0
0
6178
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
324
7040
SH
SOLE
0
0
7040
ISHARES SILVER TR
ISHARES
46428Q109
485
21374
SH
SOLE
0
0
21374
ISHARES TR
0-5 YR TIPS ETF
46429B747
583
5513
SH
SOLE
0
0
5513
ISHARES TR
0-5YR HI YL CP
46434V407
1290
28166
SH
SOLE
0
0
28166
ISHARES TR
CORE DIV GRWTH
46434V621
866
17944
SH
SOLE
0
0
17944
ISHARES TR
CORE HIGH DV ETF
46429B663
807
8506
SH
SOLE
0
0
8506
ISHARES TR
CORE MSCI EAFE
46432F842
7557
104882
SH
SOLE
0
0
104882
ISHARES TR
CORE S&P MCP ETF
464287507
2544
9775
SH
SOLE
0
0
9775
ISHARES TR
CORE S&P SCP ETF
464287804
295
2718
SH
SOLE
0
0
2718
ISHARES TR
CORE S&P500 ETF
464287200
5342
13429
SH
SOLE
0
0
13429
ISHARES TR
ISHS 1-5YR INVS
464288646
1896
34677
SH
SOLE
0
0
34677
ISHARES TR
ISHS 5-10YR INVT
464288638
1312
22155
SH
SOLE
0
0
22155
ISHARES TR
MSCI EAFE ETF
464287465
4167
54917
SH
SOLE
0
0
54917
ISHARES TR
MSCI EAFE MIN VL
46429B689
2417
33112
SH
SOLE
0
0
33112
ISHARES TR
MSCI USA MIN VOL
46429B697
6154
88943
SH
SOLE
0
0
88943
ISHARES TR
NATIONAL MUN ETF
464288414
885
7626
SH
SOLE
0
0
7626
ISHARES TR
RUS 1000 GRW ETF
464287614
12073
49675
SH
SOLE
0
0
49675
ISHARES TR
RUS 1000 VAL ETF
464287598
11381
75100
SH
SOLE
0
0
75100
ISHARES TR
RUS 2000 GRW ETF
464287648
1900
6316
SH
SOLE
0
0
6316
ISHARES TR
RUS 2000 VAL ETF
464287630
3042
19079
SH
SOLE
0
0
19079
ISHARES TR
RUS MD CP GR ETF
464287481
2879
28211
SH
SOLE
0
0
28211
ISHARES TR
RUS MDCP VAL ETF
464287473
2740
25073
SH
SOLE
0
0
25073
ISHARES TR
RUSSELL 2000 ETF
464287655
1120
5071
SH
SOLE
0
0
5071
ISHARES TR
S&P 500 GRWT ETF
464287309
3556
54615
SH
SOLE
0
0
54615
ISHARES TR
S&P 500 VAL ETF
464287408
3296
23333
SH
SOLE
0
0
23333
ISHARES TR
SELECT DIVID ETF
464287168
553
4846
SH
SOLE
0
0
4846
ISHARES TR
US TELECOM ETF
464287713
320
9900
SH
SOLE
0
0
9900
JOHNSON & JOHNSON
COM
478160104
1384
8422
SH
SOLE
0
0
8422
JPMORGAN CHASE & CO
COM
46625H100
2863
18807
SH
SOLE
0
0
18807
L3HARRIS TECHNOLOGIES INC
COM
502431109
340
1675
SH
SOLE
0
0
1675
LCNB CORP
COM
50181P100
315
18020
SH
SOLE
0
0
18020
LILLY ELI & CO
COM
532457108
1083
5799
SH
SOLE
0
0
5799
LOCKHEED MARTIN CORP
COM
539830109
719
1947
SH
SOLE
0
0
1947
LOWES COS INC
COM
548661107
727
3823
SH
SOLE
0
0
3823
MCDONALDS CORP
COM
580135101
583
2601
SH
SOLE
0
0
2601
MEDTRONIC PLC
SHS
G5960L103
439
3714
SH
SOLE
0
0
3714
MERCK & CO. INC
COM
58933Y105
309
4006
SH
SOLE
0
0
4006
MICROSOFT CORP
COM
594918104
6240
26467
SH
SOLE
0
0
26467
NEXTERA ENERGY INC
COM
65339F101
785
10386
SH
SOLE
0
0
10386
NIKE INC
CL B
654106103
577
4343
SH
SOLE
0
0
4343
NORFOLK SOUTHN CORP
COM
655844108
461
1716
SH
SOLE
0
0
1716
NORTHROP GRUMMAN CORP
COM
666807102
358
1105
SH
SOLE
0
0
1105
ORACLE CORP
COM
68389X105
912
12996
SH
SOLE
0
0
12996
PAYCHEX INC
COM
704326107
293
2991
SH
SOLE
0
0
2991
PAYPAL HLDGS INC
COM
70450Y103
668
2750
SH
SOLE
0
0
2750
PEPSICO INC
COM
713448108
951
6726
SH
SOLE
0
0
6726
PFIZER INC
COM
717081103
878
24245
SH
SOLE
0
0
24245
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2076
20375
SH
SOLE
0
0
20375
PRICE T ROWE GROUP INC
COM
74144T108
280
1634
SH
SOLE
0
0
1634
PROCTER AND GAMBLE CO
COM
742718109
1262
9315
SH
SOLE
0
0
9315
PROGRESSIVE CORP
COM
743315103
361
3779
SH
SOLE
0
0
3779
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
224
2897
SH
SOLE
0
0
2897
SCOTTS MIRACLE-GRO CO
CL A
810186106
396
1618
SH
SOLE
0
0
1618
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
314
4279
SH
SOLE
0
0
4279
SELECT SECTOR SPDR TR
ENERGY
81369Y506
204
4152
SH
SOLE
0
0
4152
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
327
9609
SH
SOLE
0
0
9609
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2349
36676
SH
SOLE
0
0
36676
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
510
6475
SH
SOLE
0
0
6475
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
368
2770
SH
SOLE
0
0
2770
SIRIUS XM HOLDINGS INC
COM
82968B103
221
36305
SH
SOLE
0
0
36305
SOUTHWEST AIRLS CO
COM
844741108
307
5020
SH
SOLE
0
0
5020
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
217
4598
SH
SOLE
0
0
4598
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2368
5976
SH
SOLE
0
0
5976
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
287
603
SH
SOLE
0
0
603
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
363
7327
SH
SOLE
0
0
7327
SPDR SER TR
PRTFLO S&P500 VL
78464A508
242
6392
SH
SOLE
0
0
6392
SPDR SER TR
S&P BIOTECH
78464A870
312
2297
SH
SOLE
0
0
2297
SPDR SER TR
S&P DIVID ETF
78464A763
2011
17035
SH
SOLE
0
0
17035
STARBUCKS CORP
COM
855244109
224
2051
SH
SOLE
0
0
2051
SYSCO CORP
COM
871829107
263
3341
SH
SOLE
0
0
3341
TARGET CORP
COM
87612E106
212
1069
SH
SOLE
0
0
1069
TESLA INC
COM
88160R101
6533
9781
SH
SOLE
0
0
9781
THERMO FISHER SCIENTIFIC INC
COM
883556102
565
1237
SH
SOLE
0
0
1237
TORO CO
COM
891092108
383
3716
SH
SOLE
0
0
3716
TORONTO DOMINION BK ONT
COM NEW
891160509
212
3246
SH
SOLE
0
0
3246
UNITEDHEALTH GROUP INC
COM
91324P102
736
1979
SH
SOLE
0
0
1979
US BANCORP DEL
COM NEW
902973304
242
4371
SH
SOLE
0
0
4371
V F CORP
COM
918204108
253
3164
SH
SOLE
0
0
3164
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
3773
45911
SH
SOLE
0
0
45911
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
382
4513
SH
SOLE
0
0
4513
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
716
12542
SH
SOLE
0
0
12542
VANGUARD INDEX FDS
MID CAP ETF
922908629
4164
18811
SH
SOLE
0
0
18811
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1980
21552
SH
SOLE
0
0
21552
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3156
14744
SH
SOLE
0
0
14744
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5269
101229
SH
SOLE
0
0
101229
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
2297
17897
SH
SOLE
0
0
17897
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
307
1655
SH
SOLE
0
0
1655
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
318
2395
SH
SOLE
0
0
2395
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4409
29979
SH
SOLE
0
0
29979
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6438
131098
SH
SOLE
0
0
131098
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
2868
34628
SH
SOLE
0
0
34628
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
348
4120
SH
SOLE
0
0
4120
VERIZON COMMUNICATIONS INC
COM
92343V104
1226
21080
SH
SOLE
0
0
21080
VISA INC
COM CL A
92826C839
1720
8125
SH
SOLE
0
0
8125
VOYA PRIME RATE TR
SH BEN INT
92913A100
373
80430
SH
SOLE
0
0
80430
WALMART INC
COM
931142103
1320
9715
SH
SOLE
0
0
9715
WEC ENERGY GROUP INC
COM
92939U106
272
2910
SH
SOLE
0
0
2910
WORTHINGTON INDS INC
COM
981811102
224
3344
SH
SOLE
0
0
3344
YUM BRANDS INC
COM
988498101
341
3153
SH
SOLE
0
0
3153
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
231
1440
SH
SOLE
0
0
1440