0001085146-17-000334.txt : 20170208 0001085146-17-000334.hdr.sgml : 20170208 20170207194950 ACCESSION NUMBER: 0001085146-17-000334 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170208 DATE AS OF CHANGE: 20170207 EFFECTIVENESS DATE: 20170208 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: 17580598 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 12-31-2016 12-31-2016 false INVESTMENT PARTNERS LTD /OH/ /ADV

P O BOX 309 NEW PHILADELPHIA OH 44663-0309

13F HOLDINGS REPORT 028-16440 N Douglas G Bambeck 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 02-06-2017 0 112 102348 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 379 6051 SH SOLE 0 0 6051 ADVANCE AUTO PARTS INC COM 00751Y106 203 1200 SH SOLE 0 0 1200 ALLSTATE CORP COM 020002101 567 7645 SH SOLE 0 0 7645 ALPS ETF TR ALERIAN MLP 00162Q866 1950 154800 SH SOLE 0 0 154800 AMERICAN ELEC PWR INC COM 025537101 1277 20285 SH SOLE 0 0 20285 AMGEN INC COM 031162100 270 1846 SH SOLE 0 0 1846 APPLE INC COM 037833100 550 4749 SH SOLE 0 0 4749 AT&T INC COM 00206R102 946 22232 SH SOLE 0 0 22232 AUTOMATIC DATA PROCESSING IN COM 053015103 1182 11501 SH SOLE 0 0 11501 BANK AMER CORP COM 060505104 309 13969 SH SOLE 0 0 13969 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 746 4578 SH SOLE 0 0 4578 BIOGEN INC COM 09062X103 284 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 1109 7122 SH SOLE 0 0 7122 BRISTOL MYERS SQUIBB CO COM 110122108 1173 20076 SH SOLE 0 0 20076 BROADCOM LTD SHS Y09827109 302 1710 SH SOLE 0 0 1710 CATERPILLAR INC DEL COM 149123101 616 6637 SH SOLE 0 0 6637 CHEVRON CORP NEW COM 166764100 760 6456 SH SOLE 0 0 6456 CHUBB LIMITED COM H1467J104 503 3810 SH SOLE 0 0 3810 CISCO SYS INC COM 17275R102 658 21774 SH SOLE 0 0 21774 COCA COLA CO COM 191216100 1359 32790 SH SOLE 0 0 32790 COMPASS MINERALS INTL INC COM 20451N101 346 4414 SH SOLE 0 0 4414 DISNEY WALT CO COM DISNEY 254687106 1484 14242 SH SOLE 0 0 14242 DNP SELECT INCOME FD COM 23325P104 146 14237 SH SOLE 0 0 14237 DOW CHEM CO COM 260543103 785 13716 SH SOLE 0 0 13716 DU PONT E I DE NEMOURS & CO COM 263534109 751 10235 SH SOLE 0 0 10235 EMERSON ELEC CO COM 291011104 214 3838 SH SOLE 0 0 3838 EXXON MOBIL CORP COM 30231G102 899 9959 SH SOLE 0 0 9959 FARMERS NATL BANC CORP COM 309627107 1430 100671 SH SOLE 0 0 100671 GENERAL ELECTRIC CO COM 369604103 1342 42460 SH SOLE 0 0 42460 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 309 8034 SH SOLE 0 0 8034 HARRIS CORP DEL COM 413875105 459 4479 SH SOLE 0 0 4479 HOME DEPOT INC COM 437076102 1255 9359 SH SOLE 0 0 9359 HUNTINGTON BANCSHARES INC COM 446150104 180 13592 SH SOLE 0 0 13592 ILLINOIS TOOL WKS INC COM 452308109 278 2270 SH SOLE 0 0 2270 INTEL CORP COM 458140100 686 18916 SH SOLE 0 0 18916 INTERNATIONAL BUSINESS MACHS COM 459200101 723 4356 SH SOLE 0 0 4356 ISHARES INC CORE MSCI EMKT 46434G103 1692 39854 SH SOLE 0 0 39854 ISHARES SILVER TRUST ISHARES 46428Q109 623 41200 SH SOLE 0 0 41200 ISHARES TR 1-3 YR CR BD ETF 464288646 1067 10169 SH SOLE 0 0 10169 ISHARES TR CORE HIGH DV ETF 46429B663 997 12124 SH SOLE 0 0 12124 ISHARES TR CORE MSCITOTAL 46432F834 334 6622 SH SOLE 0 0 6622 ISHARES TR CORE S&P MCP ETF 464287507 2938 17768 SH SOLE 0 0 17768 ISHARES TR CORE S&P500 ETF 464287200 3442 15299 SH SOLE 0 0 15299 ISHARES TR INTERM CR BD ETF 464288638 3272 30239 SH SOLE 0 0 30239 ISHARES TR MIN VOL EAFE ETF 46429B689 203 3312 SH SOLE 0 0 3312 ISHARES TR MIN VOL USA ETF 46429B697 492 10873 SH SOLE 0 0 10873 ISHARES TR MSCI EAFE ETF 464287465 2489 43109 SH SOLE 0 0 43109 ISHARES TR RUS 1000 GRW ETF 464287614 2258 21521 SH SOLE 0 0 21521 ISHARES TR RUS 1000 VAL ETF 464287598 2395 21380 SH SOLE 0 0 21380 ISHARES TR RUS 2000 GRW ETF 464287648 1438 9340 SH SOLE 0 0 9340 ISHARES TR RUS 2000 VAL ETF 464287630 3466 29139 SH SOLE 0 0 29139 ISHARES TR RUS MD CP GR ETF 464287481 1081 11096 SH SOLE 0 0 11096 ISHARES TR RUS MDCP VAL ETF 464287473 2103 26149 SH SOLE 0 0 26149 ISHARES TR RUSSELL 2000 ETF 464287655 997 7391 SH SOLE 0 0 7391 ISHARES TR S&P 500 GRWT ETF 464287309 1412 11594 SH SOLE 0 0 11594 ISHARES TR S&P 500 VAL ETF 464287408 1575 15536 SH SOLE 0 0 15536 ISHARES TR SELECT DIVID ETF 464287168 274 3097 SH SOLE 0 0 3097 ISHARES TR U.S. ENERGY ETF 464287796 1074 25850 SH SOLE 0 0 25850 JOHNSON & JOHNSON COM 478160104 1954 16962 SH SOLE 0 0 16962 JPMORGAN CHASE & CO COM 46625H100 1317 15260 SH SOLE 0 0 15260 KEYCORP NEW COM 493267108 335 18328 SH SOLE 0 0 18328 KIMBERLY CLARK CORP COM 494368103 223 1953 SH SOLE 0 0 1953 LILLY ELI & CO COM 532457108 549 7467 SH SOLE 0 0 7467 LOCKHEED MARTIN CORP COM 539830109 773 3094 SH SOLE 0 0 3094 MERCK & CO INC COM 58933Y105 1026 17425 SH SOLE 0 0 17425 MICROSOFT CORP COM 594918104 1953 31432 SH SOLE 0 0 31432 ORACLE CORP COM 68389X105 731 19004 SH SOLE 0 0 19004 PEOPLES BANCORP INC COM 709789101 357 10985 SH SOLE 0 0 10985 PEPSICO INC COM 713448108 553 5284 SH SOLE 0 0 5284 PFIZER INC COM 717081103 1374 42290 SH SOLE 0 0 42290 PHILIP MORRIS INTL INC COM 718172109 205 2245 SH SOLE 0 0 2245 PIMCO CORPORATE & INCOME OPP COM 72201B101 155 10854 SH SOLE 0 0 10854 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 275 2759 SH SOLE 0 0 2759 PNC FINL SVCS GROUP INC COM 693475105 233 1996 SH SOLE 0 0 1996 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 412 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 341 11977 SH SOLE 0 0 11977 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 816 19633 SH SOLE 0 0 19633 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 927 22062 SH SOLE 0 0 22062 POWERSHARES ETF TRUST ENERGY SEC POR 73935X385 279 6408 SH SOLE 0 0 6408 POWERSHARES ETF TRUST FINL SECT PORT 73935X377 319 10392 SH SOLE 0 0 10392 POWERSHARES ETF TRUST INDL SECT PORT 73935X369 324 6483 SH SOLE 0 0 6483 POWERSHARES ETF TRUST TECH SECT PORT 73935X344 316 7917 SH SOLE 0 0 7917 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 392 18336 SH SOLE 0 0 18336 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 208 1756 SH SOLE 0 0 1756 PPG INDS INC COM 693506107 234 2470 SH SOLE 0 0 2470 PROCTER AND GAMBLE CO COM 742718109 1283 15257 SH SOLE 0 0 15257 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 351 4050 SH SOLE 0 0 4050 SCHLUMBERGER LTD COM 806857108 384 4576 SH SOLE 0 0 4576 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 201 2667 SH SOLE 0 0 2667 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2075 42726 SH SOLE 0 0 42726 SMUCKER J M CO COM NEW 832696405 633 4939 SH SOLE 0 0 4939 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 862 18390 SH SOLE 0 0 18390 SPDR S&P 500 ETF TR TR UNIT 78462F103 957 4280 SH SOLE 0 0 4280 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2883 33695 SH SOLE 0 0 33695 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1581 37695 SH SOLE 0 0 37695 SPECTRA ENERGY CORP COM 847560109 230 5595 SH SOLE 0 0 5595 TEXAS INSTRS INC COM 882508104 224 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 224 1584 SH SOLE 0 0 1584 TIFFANY & CO NEW COM 886547108 248 3200 SH SOLE 0 0 3200 TORONTO DOMINION BK ONT COM NEW 891160509 260 5269 SH SOLE 0 0 5269 UNITED STATES OIL FUND LP UNITS 91232N108 656 56000 SH SOLE 0 0 56000 US BANCORP DEL COM NEW 902973304 310 6030 SH SOLE 0 0 6030 VANGUARD INDEX FDS REIT ETF 922908553 2258 27364 SH SOLE 0 0 27364 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1156 32311 SH SOLE 0 0 32311 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 612 6513 SH SOLE 0 0 6513 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2305 63069 SH SOLE 0 0 63069 VERIZON COMMUNICATIONS INC COM 92343V104 1615 30254 SH SOLE 0 0 30254 VISA INC COM CL A 92826C839 1110 14225 SH SOLE 0 0 14225 VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 207 8469 SH SOLE 0 0 8469 VOYA PRIME RATE TR SH BEN INT 92913A100 93 16710 SH SOLE 0 0 16710 WAL-MART STORES INC COM 931142103 552 7987 SH SOLE 0 0 7987 WORTHINGTON INDS INC COM 981811102 445 9383 SH SOLE 0 0 9383