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