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