0001085146-17-001098.txt : 20170505 0001085146-17-001098.hdr.sgml : 20170505 20170504193615 ACCESSION NUMBER: 0001085146-17-001098 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170505 DATE AS OF CHANGE: 20170504 EFFECTIVENESS DATE: 20170505 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: 17815788 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 03-31-2017 03-31-2017 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 05-03-2017 0 110 103860 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 366 5610 SH SOLE 0 0 5610 ALLSTATE CORP COM 020002101 623 7648 SH SOLE 0 0 7648 ALPS ETF TR ALERIAN MLP 00162Q866 2281 179426 SH SOLE 0 0 179426 AMERICAN ELEC PWR INC COM 025537101 924 13769 SH SOLE 0 0 13769 AMGEN INC COM 031162100 358 2181 SH SOLE 0 0 2181 APPLE INC COM 037833100 543 3779 SH SOLE 0 0 3779 AT&T INC COM 00206R102 819 19716 SH SOLE 0 0 19716 AUTOMATIC DATA PROCESSING IN COM 053015103 1184 11564 SH SOLE 0 0 11564 BANK AMER CORP COM 060505104 358 15157 SH SOLE 0 0 15157 BANK NEW YORK MELLON CORP COM 064058100 271 5735 SH SOLE 0 0 5735 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 748 4487 SH SOLE 0 0 4487 BIOGEN INC COM 09062X103 273 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 1274 7201 SH SOLE 0 0 7201 BRISTOL MYERS SQUIBB CO COM 110122108 1107 20350 SH SOLE 0 0 20350 BROADCOM LTD SHS Y09827109 296 1350 SH SOLE 0 0 1350 CATERPILLAR INC DEL COM 149123101 632 6813 SH SOLE 0 0 6813 CHEVRON CORP NEW COM 166764100 587 5471 SH SOLE 0 0 5471 CHUBB LIMITED COM H1467J104 416 3052 SH SOLE 0 0 3052 CISCO SYS INC COM 17275R102 752 22238 SH SOLE 0 0 22238 COCA COLA CO COM 191216100 1326 31250 SH SOLE 0 0 31250 COMPASS MINERALS INTL INC COM 20451N101 232 3419 SH SOLE 0 0 3419 DISNEY WALT CO COM DISNEY 254687106 1502 13250 SH SOLE 0 0 13250 DNP SELECT INCOME FD COM 23325P104 154 14288 SH SOLE 0 0 14288 DOW CHEM CO COM 260543103 871 13711 SH SOLE 0 0 13711 DU PONT E I DE NEMOURS & CO COM 263534109 815 10145 SH SOLE 0 0 10145 EMERSON ELEC CO COM 291011104 205 3424 SH SOLE 0 0 3424 EXXON MOBIL CORP COM 30231G102 874 10656 SH SOLE 0 0 10656 FARMERS NATL BANC CORP COM 309627107 1445 100673 SH SOLE 0 0 100673 GENERAL ELECTRIC CO COM 369604103 1185 39778 SH SOLE 0 0 39778 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 397 9415 SH SOLE 0 0 9415 HARRIS CORP DEL COM 413875105 370 3327 SH SOLE 0 0 3327 HOME DEPOT INC COM 437076102 1370 9332 SH SOLE 0 0 9332 HUNTINGTON BANCSHARES INC COM 446150104 182 13600 SH SOLE 0 0 13600 INTEL CORP COM 458140100 703 19482 SH SOLE 0 0 19482 INTERNATIONAL BUSINESS MACHS COM 459200101 760 4362 SH SOLE 0 0 4362 ISHARES INC CORE MSCI EMKT 46434G103 1855 38817 SH SOLE 0 0 38817 ISHARES SILVER TRUST ISHARES 46428Q109 707 41000 SH SOLE 0 0 41000 ISHARES TR CORE S&P500 ETF 464287200 3677 15495 SH SOLE 0 0 15495 ISHARES TR S&P 500 GRWT ETF 464287309 1466 11144 SH SOLE 0 0 11144 ISHARES TR S&P 500 VAL ETF 464287408 1597 15353 SH SOLE 0 0 15353 ISHARES TR MSCI EAFE ETF 464287465 2712 43531 SH SOLE 0 0 43531 ISHARES TR RUS MDCP VAL ETF 464287473 2189 26379 SH SOLE 0 0 26379 ISHARES TR RUS MD CP GR ETF 464287481 1198 11543 SH SOLE 0 0 11543 ISHARES TR CORE S&P MCP ETF 464287507 3058 17861 SH SOLE 0 0 17861 ISHARES TR RUS 1000 VAL ETF 464287598 2695 23451 SH SOLE 0 0 23451 ISHARES TR RUS 1000 GRW ETF 464287614 2544 22356 SH SOLE 0 0 22356 ISHARES TR RUS 2000 VAL ETF 464287630 3488 29517 SH SOLE 0 0 29517 ISHARES TR RUS 2000 GRW ETF 464287648 1542 9541 SH SOLE 0 0 9541 ISHARES TR RUSSELL 2000 ETF 464287655 945 6874 SH SOLE 0 0 6874 ISHARES TR U.S. ENERGY ETF 464287796 996 25850 SH SOLE 0 0 25850 ISHARES TR INTERM CR BD ETF 464288638 3361 30849 SH SOLE 0 0 30849 ISHARES TR 1-3 YR CR BD ETF 464288646 932 8859 SH SOLE 0 0 8859 ISHARES TR CORE HIGH DV ETF 46429B663 1054 12566 SH SOLE 0 0 12566 ISHARES TR MIN VOL EAFE ETF 46429B689 219 3312 SH SOLE 0 0 3312 ISHARES TR MIN VOL USA ETF 46429B697 520 10905 SH SOLE 0 0 10905 ISHARES TR CORE MSCITOTAL 46432F834 267 4876 SH SOLE 0 0 4876 ISHARES TR 0-5YR HI YL CP 46434V407 308 6441 SH SOLE 0 0 6441 JOHNSON & JOHNSON COM 478160104 1798 14439 SH SOLE 0 0 14439 JPMORGAN CHASE & CO COM 46625H100 1342 15275 SH SOLE 0 0 15275 KEYCORP NEW COM 493267108 344 19346 SH SOLE 0 0 19346 KIMBERLY CLARK CORP COM 494368103 374 2844 SH SOLE 0 0 2844 LILLY ELI & CO COM 532457108 625 7433 SH SOLE 0 0 7433 LOCKHEED MARTIN CORP COM 539830109 541 2023 SH SOLE 0 0 2023 MERCK & CO INC COM 58933Y105 932 14673 SH SOLE 0 0 14673 MICROSOFT CORP COM 594918104 1915 29074 SH SOLE 0 0 29074 ORACLE CORP COM 68389X105 834 18700 SH SOLE 0 0 18700 PEOPLES BANCORP INC COM 709789101 253 7985 SH SOLE 0 0 7985 PEPSICO INC COM 713448108 561 5017 SH SOLE 0 0 5017 PFIZER INC COM 717081103 1385 40492 SH SOLE 0 0 40492 PHILIP MORRIS INTL INC COM 718172109 275 2439 SH SOLE 0 0 2439 PIMCO CORPORATE & INCOME OPP COM 72201B101 170 10854 SH SOLE 0 0 10854 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 395 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 347 11279 SH SOLE 0 0 11279 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 745 17137 SH SOLE 0 0 17137 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 882 19482 SH SOLE 0 0 19482 POWERSHARES ETF TRUST TECH SECT PORT 73935X344 252 5639 SH SOLE 0 0 5639 POWERSHARES ETF TRUST INDL SECT PORT 73935X369 238 4643 SH SOLE 0 0 4643 POWERSHARES ETF TRUST FINL SECT PORT 73935X377 238 7698 SH SOLE 0 0 7698 POWERSHARES ETF TRUST ENERGY SEC POR 73935X385 202 5178 SH SOLE 0 0 5178 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 328 14058 SH SOLE 0 0 14058 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 232 1756 SH SOLE 0 0 1756 PPG INDS INC COM 693506107 260 2478 SH SOLE 0 0 2478 PROCTER AND GAMBLE CO COM 742718109 1420 15802 SH SOLE 0 0 15802 QUINTILES IMS HOLDINGS INC COM 74876Y101 239 2970 SH SOLE 0 0 2970 REX ENERGY CORPORATION COM 761565100 8 17500 SH SOLE 0 0 17500 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 289 3186 SH SOLE 0 0 3186 SCHLUMBERGER LTD COM 806857108 405 5181 SH SOLE 0 0 5181 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2200 42868 SH SOLE 0 0 42868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 914 19408 SH SOLE 0 0 19408 SPDR S&P 500 ETF TR TR UNIT 78462F103 1010 4285 SH SOLE 0 0 4285 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1657 37695 SH SOLE 0 0 37695 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3091 35074 SH SOLE 0 0 35074 TEXAS INSTRS INC COM 882508104 247 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 243 1584 SH SOLE 0 0 1584 TIFFANY & CO NEW COM 886547108 305 3200 SH SOLE 0 0 3200 UNITED STATES OIL FUND LP UNITS 91232N108 596 56000 SH SOLE 0 0 56000 US BANCORP DEL COM NEW 902973304 415 8054 SH SOLE 0 0 8054 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 425 5332 SH SOLE 0 0 5332 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 390 7209 SH SOLE 0 0 7209 VANGUARD INDEX FDS REIT ETF 922908553 2250 27247 SH SOLE 0 0 27247 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 696 6783 SH SOLE 0 0 6783 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1257 31637 SH SOLE 0 0 31637 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2605 66280 SH SOLE 0 0 66280 VERIZON COMMUNICATIONS INC COM 92343V104 1286 26381 SH SOLE 0 0 26381 VISA INC COM CL A 92826C839 1284 14445 SH SOLE 0 0 14445 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 265 10016 SH SOLE 0 0 10016 VOYA PRIME RATE TR SH BEN INT 92913A100 90 16710 SH SOLE 0 0 16710 WAL-MART STORES INC COM 931142103 629 8726 SH SOLE 0 0 8726 WELLS FARGO & CO NEW COM 949746101 289 5194 SH SOLE 0 0 5194 WORTHINGTON INDS INC COM 981811102 354 7854 SH SOLE 0 0 7854