0001085146-16-003954.txt : 20160712 0001085146-16-003954.hdr.sgml : 20160712 20160711202553 ACCESSION NUMBER: 0001085146-16-003954 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160712 DATE AS OF CHANGE: 20160711 EFFECTIVENESS DATE: 20160712 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: 161763017 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 false false 0001050068 XXXXXXXX 06-30-2016 06-30-2016 false 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 07-08-2016 0 113 100381
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALLSTATE CORP COM 020002101 545 7787 SH SOLE 0 0 7787 ALPS ETF TR ALERIAN MLP 00162Q866 1959 154000 SH SOLE 0 0 154000 AMERICAN ELEC PWR INC COM 025537101 1457 20792 SH SOLE 0 0 20792 APPLE INC COM 037833100 560 5862 SH SOLE 0 0 5862 AT&T INC COM 00206R102 1034 23923 SH SOLE 0 0 23923 AUTOMATIC DATA PROCESSING IN COM 053015103 908 9881 SH SOLE 0 0 9881 BANK AMER CORP COM 060505104 191 14384 SH SOLE 0 0 14384 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 741 5120 SH SOLE 0 0 5120 BIOGEN INC COM 09062X103 242 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 935 7198 SH SOLE 0 0 7198 BRISTOL MYERS SQUIBB CO COM 110122108 1544 20989 SH SOLE 0 0 20989 C&J ENERGY SVCS LTD SHS G3164Q101 7 11400 SH SOLE 0 0 11400 CATERPILLAR INC DEL COM 149123101 563 7432 SH SOLE 0 0 7432 CHEVRON CORP NEW COM 166764100 708 6751 SH SOLE 0 0 6751 CINCINNATI FINL CORP COM 172062101 367 4896 SH SOLE 0 0 4896 CISCO SYS INC COM 17275R102 623 21715 SH SOLE 0 0 21715 COCA COLA CO COM 191216100 1511 33325 SH SOLE 0 0 33325 COMPASS MINERALS INTL INC COM 20451N101 327 4404 SH SOLE 0 0 4404 CROWN CASTLE INTL CORP NEW COM 22822V101 827 8152 SH SOLE 0 0 8152 DISNEY WALT CO COM DISNEY 254687106 1384 14146 SH SOLE 0 0 14146 DNP SELECT INCOME FD COM 23325P104 158 14883 SH SOLE 0 0 14883 DOW CHEM CO COM 260543103 709 14253 SH SOLE 0 0 14253 DU PONT E I DE NEMOURS & CO COM 263534109 700 10806 SH SOLE 0 0 10806 DUKE ENERGY CORP NEW COM NEW 26441C204 235 2741 SH SOLE 0 0 2741 E M C CORP MASS COM 268648102 320 11794 SH SOLE 0 0 11794 EMERSON ELEC CO COM 291011104 218 4182 SH SOLE 0 0 4182 EXXON MOBIL CORP COM 30231G102 1203 12832 SH SOLE 0 0 12832 FARMERS NATL BANC CORP COM 309627107 886 100666 SH SOLE 0 0 100666 FORD MTR CO DEL COM PAR $0.01 345370860 155 12322 SH SOLE 0 0 12322 GENERAL ELECTRIC CO COM 369604103 1340 42569 SH SOLE 0 0 42569 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 347 8000 SH SOLE 0 0 8000 HARRIS CORP DEL COM 413875105 373 4472 SH SOLE 0 0 4472 HOME DEPOT INC COM 437076102 1216 9525 SH SOLE 0 0 9525 HUNTINGTON BANCSHARES INC COM 446150104 121 13572 SH SOLE 0 0 13572 ILLINOIS TOOL WKS INC COM 452308109 259 2482 SH SOLE 0 0 2482 INTEL CORP COM 458140100 673 20513 SH SOLE 0 0 20513 INTERNATIONAL BUSINESS MACHS COM 459200101 690 4543 SH SOLE 0 0 4543 ISHARES INC CORE MSCI EMKT 46434G103 1490 35600 SH SOLE 0 0 35600 ISHARES SILVER TRUST ISHARES 46428Q109 749 41950 SH SOLE 0 0 41950 ISHARES TR SELECT DIVID ETF 464287168 241 2823 SH SOLE 0 0 2823 ISHARES TR CORE S&P500 ETF 464287200 3467 16469 SH SOLE 0 0 16469 ISHARES TR S&P 500 GRWT ETF 464287309 1366 11713 SH SOLE 0 0 11713 ISHARES TR S&P 500 VAL ETF 464287408 1442 15519 SH SOLE 0 0 15519 ISHARES TR MSCI EAFE ETF 464287465 2375 42556 SH SOLE 0 0 42556 ISHARES TR RUS MDCP VAL ETF 464287473 1854 24951 SH SOLE 0 0 24951 ISHARES TR RUS MD CP GR ETF 464287481 882 9423 SH SOLE 0 0 9423 ISHARES TR CORE S&P MCP ETF 464287507 2883 19296 SH SOLE 0 0 19296 ISHARES TR RUS 1000 VAL ETF 464287598 1730 16763 SH SOLE 0 0 16763 ISHARES TR RUS 1000 GRW ETF 464287614 1723 17168 SH SOLE 0 0 17168 ISHARES TR RUS 2000 VAL ETF 464287630 2927 30081 SH SOLE 0 0 30081 ISHARES TR RUS 2000 GRW ETF 464287648 1036 7552 SH SOLE 0 0 7552 ISHARES TR RUSSELL 2000 ETF 464287655 469 4078 SH SOLE 0 0 4078 ISHARES TR U.S. ENERGY ETF 464287796 992 25850 SH SOLE 0 0 25850 ISHARES TR INTERM CR BD ETF 464288638 3284 29515 SH SOLE 0 0 29515 ISHARES TR 1-3 YR CR BD ETF 464288646 728 6862 SH SOLE 0 0 6862 ISHARES TR CORE HIGH DV ETF 46429B663 946 11516 SH SOLE 0 0 11516 JOHNSON & JOHNSON COM 478160104 2071 17070 SH SOLE 0 0 17070 JPMORGAN CHASE & CO COM 46625H100 1044 16797 SH SOLE 0 0 16797 KEYCORP NEW COM 493267108 222 20070 SH SOLE 0 0 20070 KIMBERLY CLARK CORP COM 494368103 294 2138 SH SOLE 0 0 2138 LILLY ELI & CO COM 532457108 597 7587 SH SOLE 0 0 7587 LOCKHEED MARTIN CORP COM 539830109 772 3109 SH SOLE 0 0 3109 MERCK & CO INC COM 58933Y105 1017 17645 SH SOLE 0 0 17645 MICROSOFT CORP COM 594918104 1632 31890 SH SOLE 0 0 31890 ORACLE CORP COM 68389X105 796 19447 SH SOLE 0 0 19447 PEOPLES BANCORP INC COM 709789101 330 15155 SH SOLE 0 0 15155 PEPSICO INC COM 713448108 578 5454 SH SOLE 0 0 5454 PFIZER INC COM 717081103 1031 29282 SH SOLE 0 0 29282 PHILIP MORRIS INTL INC COM 718172109 249 2445 SH SOLE 0 0 2445 PIMCO CORPORATE & INCOME OPP COM 72201B101 153 10854 SH SOLE 0 0 10854 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 399 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 361 12086 SH SOLE 0 0 12086 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 966 22578 SH SOLE 0 0 22578 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 1416 33635 SH SOLE 0 0 33635 POWERSHARES ETF TRUST TECH SECT PORT 73935X344 320 8455 SH SOLE 0 0 8455 POWERSHARES ETF TRUST CON STAPLE SEC 73935X393 339 5797 SH SOLE 0 0 5797 POWERSHARES ETF TRUST BASIC MAT SECT 73935X427 319 5937 SH SOLE 0 0 5937 POWERSHARES ETF TRUST DYN UTIL PORTF 73935X591 355 12729 SH SOLE 0 0 12729 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 321 14117 SH SOLE 0 0 14117 POWERSHS DB MULTI SECT COMM PS DB AGRICUL FD 73936B408 1279 57950 SH SOLE 0 0 57950 PPG INDS INC COM 693506107 266 2555 SH SOLE 0 0 2555 PROCTER & GAMBLE CO COM 742718109 1334 15751 SH SOLE 0 0 15751 REALTY INCOME CORP COM 756109104 213 3075 SH SOLE 0 0 3075 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 338 4206 SH SOLE 0 0 4206 SCHLUMBERGER LTD COM 806857108 375 4740 SH SOLE 0 0 4740 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3108 59226 SH SOLE 0 0 59226 SMUCKER J M CO COM NEW 832696405 775 5086 SH SOLE 0 0 5086 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 915 18172 SH SOLE 0 0 18172 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 208 5020 SH SOLE 0 0 5020 SPDR S&P 500 ETF TR TR UNIT 78462F103 895 4272 SH SOLE 0 0 4272 SPDR SER TR NUVN BRCLY MUNI 78468R721 280 5543 SH SOLE 0 0 5543 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 2014 43707 SH SOLE 0 0 43707 SPDR SERIES TRUST BRCLY EM LOCL 78464A391 297 10657 SH SOLE 0 0 10657 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 244 4267 SH SOLE 0 0 4267 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2782 33153 SH SOLE 0 0 33153 SPECTRA ENERGY CORP COM 847560109 204 5581 SH SOLE 0 0 5581 THERMO FISHER SCIENTIFIC INC COM 883556102 234 1584 SH SOLE 0 0 1584 TORONTO DOMINION BK ONT COM NEW 891160509 226 5259 SH SOLE 0 0 5259 UNITED STATES OIL FUND LP UNITS 91232N108 648 56000 SH SOLE 0 0 56000 US BANCORP DEL COM NEW 902973304 250 6196 SH SOLE 0 0 6196 VANGUARD INDEX FDS REIT ETF 922908553 2791 31479 SH SOLE 0 0 31479 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 490 5266 SH SOLE 0 0 5266 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1100 31209 SH SOLE 0 0 31209 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 216 2592 SH SOLE 0 0 2592 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1707 48277 SH SOLE 0 0 48277 VERIZON COMMUNICATIONS INC COM 92343V104 1764 31584 SH SOLE 0 0 31584 VISA INC COM CL A 92826C839 1056 14240 SH SOLE 0 0 14240 VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 261 8458 SH SOLE 0 0 8458 VOYA PRIME RATE TR SH BEN INT 92913A100 106 20610 SH SOLE 0 0 20610 WAL-MART STORES INC COM 931142103 648 8870 SH SOLE 0 0 8870 WELLTOWER INC COM 95040Q104 515 6759 SH SOLE 0 0 6759 WORTHINGTON INDS INC COM 981811102 396 9367 SH SOLE 0 0 9367 YUM BRANDS INC COM 988498101 244 2944 SH SOLE 0 0 2944