0001085146-15-001045.txt : 20150505 0001085146-15-001045.hdr.sgml : 20150505 20150504213039 ACCESSION NUMBER: 0001085146-15-001045 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150505 DATE AS OF CHANGE: 20150504 EFFECTIVENESS DATE: 20150505 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: 15830228 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 true false 0001050068 XXXXXXXX 03-31-2015 03-31-2015 INVESTMENT PARTNERS LTD /OH/ /ADV
P O BOX 309 NEW PHILADELPHIA OH 44663-0309
13F HOLDINGS REPORT 028-16440 N
Douglas G Bambeck CCO 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 05-04-2015 0 153 90938 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALLSTATE CORPCOM0200021015667959SHSOLE 007959ALPS ETF TRALERIAN MLP00162Q86624214600SHSOLE 0014600AMERICAN ELEC PWR INCCOM025537101113520221SHSOLE 0020221APPLE INCCOM0378331006765447SHSOLE 005447APPLE INCCOM037833100916500SHCallSOLE 006500AT&T INCCOM00206R10277523718SHSOLE 0023718AUTOMATIC DATA PROCESSING INCOM0530151038589998SHSOLE 009998BANK AMER CORPCOM06050510425416333SHSOLE 0016333BERKSHIRE HATHAWAY INC DELCL B NEW0846707028956220SHSOLE 006220BIOGEN INCCOM09062X1034221000SHSOLE 001000BOEING COCOM09702310511677766SHSOLE 007766BRISTOL MYERS SQUIBB COCOM110122108134320887SHSOLE 0020887CATERPILLAR INC DELCOM1491231016237759SHSOLE 007759CHEVRON CORP NEWCOM1667641007917568SHSOLE 007568CINCINNATI FINL CORPCOM1720621012484656SHSOLE 004656CISCO SYS INCCOM17275R10259621676SHSOLE 0021676COCA COLA COCOM191216100133032994SHSOLE 0032994CSX CORPCOM12640810375022532SHSOLE 0022532DISNEY WALT COCOM DISNEY2546871069579130SHSOLE 009130DNP SELECT INCOME FDCOM23325P10413212569SHSOLE 0012569DOW CHEM COCOM26054310374715522SHSOLE 0015522DU PONT E I DE NEMOURS & COCOM26353410980711289SHSOLE 0011289E M C CORP MASSCOM26864810230111779SHSOLE 0011779EMERSON ELEC COCOM2910111045119018SHSOLE 009018EXXON MOBIL CORPCOM30231G102104612304SHSOLE 0012304FIRST TR EXCHANGE TRADED FDCONSUMR DISCRE33734X10137988SHSOLE 00988FIRST TR EXCHANGE TRADED FDCONSUMR STAPLE33734X11937862SHSOLE 00862FIRST TR EXCHANGE TRADED FDDORSEY WRT 5 ETF33738R60590337587SHSOLE 0037587FIRST TR EXCHANGE TRADED FDHLTH CARE ALPH33734X1432323424SHSOLE 003424FORD MTR CO DELCOM PAR $0.0134537086020812963SHSOLE 0012963GENERAL ELECTRIC COCOM36960410388035468SHSOLE 0035468GLAXOSMITHKLINE PLCSPONSORED ADR37733W1053788185SHSOLE 008185HEALTH CARE REIT INCCOM42217K1064555927SHSOLE 005927HOME DEPOT INCCOM437076102122110747SHSOLE 0010747HUNTINGTON BANCSHARES INCCOM44615010412010830SHSOLE 0010830ILLINOIS TOOL WKS INCCOM4523081092722819SHSOLE 002819INTEL CORPCOM45814010078725103SHSOLE 0025103INTERNATIONAL BUSINESS MACHSCOM4592001017794859SHSOLE 004859ISHARES1-3 YR CR BD ETF4642886462462334SHSOLE 002334ISHARES3-7 YR TR BD ETF46428866164514SHSOLE 00514ISHARESIBOXX HI YD ETF46428851314155SHSOLE 00155ISHARESINTERM CR BD ETF464288638368133253SHSOLE 0033253ISHARESINTL SEL DIV ETF46428844830882SHSOLE 00882ISHARESMRNGSTR LG-CP VL464288109450SHSOLE 0050ISHARESNAT AMT FREE BD46428841466603SHSOLE 00603ISHARESU.S. PFD STK ETF46428868714350SHSOLE 00350ISHARESU.S. PHARMA ETF4642888361375SHSOLE 0075ISHARES S&P GSCI COMMODITY IUNIT BEN INT46428R10746824000SHSOLE 0024000ISHARES TR1-3 YR TR BD ETF46428745776896SHSOLE 00896ISHARES TRCORE HIGH DV ETF46429B6635527397SHSOLE 007397ISHARES TRCORE S&P MCP ETF464287507302119874SHSOLE 0019874ISHARES TRCORE S&P SCP ETF46428780418153SHSOLE 00153ISHARES TRCORE S&P500 ETF464287200378018186SHSOLE 0018186ISHARES TRCORE US AGGBD ET46428722682740SHSOLE 00740ISHARES TRGLOBAL 100 ETF4642875721411835SHSOLE 001835ISHARES TRGLOBAL ENERG ETF4642873416172SHSOLE 00172ISHARES TRLATN AMER 40 ETF464287390582000SHSOLE 002000ISHARES TRMSCI EAFE ETF464287465229635786SHSOLE 0035786ISHARES TRRUS 1000 GRW ETF4642876148128204SHSOLE 008204ISHARES TRRUS 1000 VAL ETF4642875987717479SHSOLE 007479ISHARES TRRUS 2000 GRW ETF4642876489866503SHSOLE 006503ISHARES TRRUS 2000 VAL ETF464287630289528073SHSOLE 0028073ISHARES TRRUS MD CP GR ETF4642874816977119SHSOLE 007119ISHARES TRRUS MDCP VAL ETF464287473165221943SHSOLE 0021943ISHARES TRRUS MID-CAP ETF4642874991163SHSOLE 0063ISHARES TRRUSSELL 2000 ETF46428765510718633SHSOLE 008633ISHARES TRS&P 100 ETF464287101560SHSOLE 0060ISHARES TRS&P 500 GRWT ETF464287309122210714SHSOLE 0010714ISHARES TRS&P 500 VAL ETF464287408122113195SHSOLE 0013195ISHARES TRS&P MC 400GR ETF46428760624138SHSOLE 00138ISHARES TRSELECT DIVID ETF4642871682202819SHSOLE 002819ISHARES TRTIPS BD ETF4642871761681468SHSOLE 001468ISHARES TRU.S. UTILITS ETF46428769729260SHSOLE 00260JOHNSON & JOHNSONCOM478160104174517337SHSOLE 0017337JPMORGAN CHASE & COALERIAN ML ETN46625H365781820SHSOLE 001820JPMORGAN CHASE & COCOM46625H10094715622SHSOLE 0015622KEYCORP NEWCOM49326710829820884SHSOLE 0020884KIMBERLY CLARK CORPCOM4943681032632444SHSOLE 002444LILLY ELI & COCOM5324571086248579SHSOLE 008579LOCKHEED MARTIN CORPCOM5398301097833871SHSOLE 003871MERCK & CO INC NEWCOM58933Y1054467802SHSOLE 007802MICROSOFT CORPCOM594918104120329594SHSOLE 0029594ORACLE CORPCOM68389X10588220383SHSOLE 0020383PEOPLES BANCORP INCCOM70978910139116546SHSOLE 0016546PEPSICO INCCOM7134481085816083SHSOLE 006083PFIZER INCCOM717081103105730449SHSOLE 0030449POWERSHARES ETF TR IIEM MRK LOW VOL73937B66212474SHSOLE 00474POWERSHARES ETF TR IIINTL DEV LOWVL73937B68845914596SHSOLE 0014596POWERSHARES ETF TR IIS&P500 LOW VOL73937B77971218725SHSOLE 0018725POWERSHARES ETF TR IIS&P600 LOVL PT73937B639381148SHSOLE 001148POWERSHARES ETF TRUSTCON DISCRE SEC73935X4191402976SHSOLE 002976POWERSHARES ETF TRUSTCON STAPLE SEC73935X393991838SHSOLE 001838POWERSHARES ETF TRUSTDIV ACHV PRTF73935X7321828545SHSOLE 008545POWERSHARES ETF TRUSTDWA MOMENTUM PTF73935X15387620236SHSOLE 0020236POWERSHARES ETF TRUSTDYNA BUYBK ACH73935X286365SHSOLE 0065POWERSHARES ETF TRUSTFINL SECT PORT73935X377386SHSOLE 0086POWERSHARES ETF TRUSTFTSE US1500 SM73935X56764612SHSOLE 00612POWERSHARES ETF TRUSTGOLDEN DRG CHINA73935X4011565247SHSOLE 005247POWERSHARES ETF TRUSTHLTHCR SEC POR73935X3511512480SHSOLE 002480POWERSHARES ETF TRUSTINDL SECT PORT73935X3691302705SHSOLE 002705POWERSHARES ETF TRUSTINTL DIV ACHV73935X7164250SHSOLE 00250POWERSHARES ETF TRUSTTECH SECT PORT73935X34421512SHSOLE 00512POWERSHARES ETF TRUST IIDWA DEVMKTMOM PT73936Q10850320110SHSOLE 0020110POWERSHARES ETF TRUST IIDWA EMKT MOM PTF73936Q20713701SHSOLE 00701POWERSHARES ETF TRUST IIDWA SC MOMNT PTF73936Q744481204SHSOLE 001204POWERSHS DB MULTI SECT COMMDB ENERGY FUND73936B10171445000SHSOLE 0045000POWERSHS DB MULTI SECT COMMDB PREC MTLS73936B20051814000SHSOLE 0014000POWERSHS DB MULTI SECT COMMPS DB AGRICUL FD73936B408128457950SHSOLE 0057950PPG INDS INCCOM6935061074021782SHSOLE 001782PROCTER & GAMBLE COCOM742718109131416092SHSOLE 0016092SCHLUMBERGER LTDCOM8068571084285166SHSOLE 005166SELECT SECTOR SPDR TRSBI INT-ENERGY81369Y506103113300SHSOLE 0013300SELECT SECTOR SPDR TRSBI INT-FINL81369Y60519786SHSOLE 00786SELECT SECTOR SPDR TRSBI INT-INDS81369Y70419339SHSOLE 00339SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886269860714SHSOLE 0060714SELECT SECTOR SPDR TRTECHNOLOGY81369Y8039215SHSOLE 00215SPDR INDEX SHS FDSCONSM SPLS ETF78463X723631579SHSOLE 001579SPDR INDEX SHS FDSDJ GLB RL ES ETF78463X749105121085SHSOLE 0021085SPDR INDEX SHS FDSDJ INTL RL ETF78463X8631092520SHSOLE 002520SPDR INDEX SHS FDSINTL HLTH ETF78463X6811142191SHSOLE 002191SPDR INDEX SHS FDSINTL INDS ETF78463X6731525007SHSOLE 005007SPDR INDEX SHS FDSLATIN AMER ETF78463X707481000SHSOLE 001000SPDR INDEX SHS FDSS&P BRIC 40ETF78463X7984200SHSOLE 00200SPDR INDEX SHS FDSS&P EM MKT DIV78463X533397SHSOLE 0097SPDR INDEX SHS FDSS&P INTL CONS78463X7311563914SHSOLE 003914SPDR INDEX SHS FDSS&P INTL ETF78463X77214343SHSOLE 00343SPDR INDEX SHS FDSS&P WRLD EX US78463X8891093873SHSOLE 003873SPDR S&P 500 ETF TRTR UNIT78462F1038424077SHSOLE 004077SPDR SERIES TRUSTNUVN BR SHT MUNI78464A425512083SHSOLE 002083SPDR SERIES TRUSTNUVN BRCLY MUNI78464A45819784SHSOLE 00784SPDR SERIES TRUSTS&P DIVID ETF78464A763100112798SHSOLE 0012798SPDR SERIES TRUSTS&P REGL BKG78464A6984100SHSOLE 00100SPDR SERIES TRUSTWELLS FG PFD ETF78464A29258813064SHSOLE 0013064SPECTRA ENERGY CORPCOM8475601093178862SHSOLE 008862THERMO FISHER SCIENTIFIC INCCOM8835561022131583SHSOLE 001583TIFFANY & CO NEWCOM8865471082823200SHSOLE 003200US BANCORP DELCOM NEW9029733042886558SHSOLE 006558VANGUARD INDEX FDSMCAP GR IDXVIP92290853851471SHSOLE 00471VANGUARD INDEX FDSMCAP VL IDXVIP92290851239425SHSOLE 00425VANGUARD INDEX FDSREIT ETF922908553262731151SHSOLE 0031151VANGUARD INDEX FDSSM CP VAL ETF92290861125232SHSOLE 00232VANGUARD INDEX FDSSML CP GRW ETF92290859538286SHSOLE 00286VANGUARD INDEX FDSTOTAL STK MKT92290876929273SHSOLE 00273VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775561173SHSOLE 001173VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858379192862SHSOLE 0092862VANGUARD SPECIALIZED PORTFOLDIV APP ETF9219088442032520SHSOLE 002520VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858390698007SHSOLE 0098007VERIZON COMMUNICATIONS INCCOM92343V104118024229SHSOLE 0024229VISA INCCOM CL A92826C83993114240SHSOLE 0014240VODAFONE GROUP PLC NEWSPNSR ADR NO PAR92857W3082668090SHSOLE 008090VOYA PRIME RATE TRSH BEN INT92913A1009316710SHSOLE 0016710WAL-MART STORES INCCOM9311421037098610SHSOLE 008610YUM BRANDS INCCOM9884981012322942SHSOLE 002942