0001085146-17-001543.txt : 20170724 0001085146-17-001543.hdr.sgml : 20170724 20170724145132 ACCESSION NUMBER: 0001085146-17-001543 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170724 DATE AS OF CHANGE: 20170724 EFFECTIVENESS DATE: 20170724 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: 17978187 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 06-30-2017 06-30-2017 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 07-21-2017 0 119 110034 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 415 5726 SH SOLE 0 0 5726 ADOBE SYS INC COM 00724F101 212 1500 SH SOLE 0 0 1500 ALLSTATE CORP COM 020002101 669 7563 SH SOLE 0 0 7563 ALPS ETF TR ALERIAN MLP 00162Q866 2165 181053 SH SOLE 0 0 181053 AMERICAN ELEC PWR INC COM 025537101 958 13789 SH SOLE 0 0 13789 AMGEN INC COM 031162100 377 2192 SH SOLE 0 0 2192 APPLE INC COM 037833100 690 4788 SH SOLE 0 0 4788 AT&T INC COM 00206R102 797 21119 SH SOLE 0 0 21119 AUTOMATIC DATA PROCESSING IN COM 053015103 1173 11452 SH SOLE 0 0 11452 BANK AMER CORP COM 060505104 375 15438 SH SOLE 0 0 15438 BANK NEW YORK MELLON CORP COM 064058100 293 5738 SH SOLE 0 0 5738 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 828 4887 SH SOLE 0 0 4887 BIOGEN INC COM 09062X103 271 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 1421 7184 SH SOLE 0 0 7184 BRISTOL MYERS SQUIBB CO COM 110122108 1123 20162 SH SOLE 0 0 20162 BROADCOM LTD SHS Y09827109 315 1351 SH SOLE 0 0 1351 CATERPILLAR INC DEL COM 149123101 769 7156 SH SOLE 0 0 7156 CHEVRON CORP NEW COM 166764100 677 6491 SH SOLE 0 0 6491 CHUBB LIMITED COM H1467J104 453 3116 SH SOLE 0 0 3116 CINCINNATI FINL CORP COM 172062101 355 4896 SH SOLE 0 0 4896 CISCO SYS INC COM 17275R102 697 22282 SH SOLE 0 0 22282 COCA COLA CO COM 191216100 1421 31687 SH SOLE 0 0 31687 COMPASS MINERALS INTL INC COM 20451N101 224 3424 SH SOLE 0 0 3424 DANAHER CORP DEL COM 235851102 225 2663 SH SOLE 0 0 2663 DISNEY WALT CO COM DISNEY 254687106 1461 13754 SH SOLE 0 0 13754 DNP SELECT INCOME FD COM 23325P104 196 17770 SH SOLE 0 0 17770 DOW CHEM CO COM 260543103 867 13751 SH SOLE 0 0 13751 DU PONT E I DE NEMOURS & CO COM 263534109 818 10135 SH SOLE 0 0 10135 EMERSON ELEC CO COM 291011104 204 3427 SH SOLE 0 0 3427 EXXON MOBIL CORP COM 30231G102 844 10450 SH SOLE 0 0 10450 FARMERS NATL BANC CORP COM 309627107 1460 100675 SH SOLE 0 0 100675 GENERAL ELECTRIC CO COM 369604103 1108 41034 SH SOLE 0 0 41034 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 409 9491 SH SOLE 0 0 9491 HARRIS CORP DEL COM 413875105 363 3329 SH SOLE 0 0 3329 HOME DEPOT INC COM 437076102 1417 9238 SH SOLE 0 0 9238 HUNTINGTON BANCSHARES INC COM 446150104 143 10603 SH SOLE 0 0 10603 INTEL CORP COM 458140100 653 19364 SH SOLE 0 0 19364 INTERNATIONAL BUSINESS MACHS COM 459200101 601 3908 SH SOLE 0 0 3908 ISHARES INC CORE MSCI EMKT 46434G103 1951 38992 SH SOLE 0 0 38992 ISHARES SILVER TRUST ISHARES 46428Q109 644 41000 SH SOLE 0 0 41000 ISHARES TR TIPS BD ETF 464287176 212 1870 SH SOLE 0 0 1870 ISHARES TR CORE S&P500 ETF 464287200 3768 15482 SH SOLE 0 0 15482 ISHARES TR CORE US AGGBD ET 464287226 267 2439 SH SOLE 0 0 2439 ISHARES TR S&P 500 GRWT ETF 464287309 1512 11052 SH SOLE 0 0 11052 ISHARES TR S&P 500 VAL ETF 464287408 1611 15353 SH SOLE 0 0 15353 ISHARES TR MSCI EAFE ETF 464287465 2838 43531 SH SOLE 0 0 43531 ISHARES TR RUS MDCP VAL ETF 464287473 2277 27083 SH SOLE 0 0 27083 ISHARES TR RUS MD CP GR ETF 464287481 1308 12105 SH SOLE 0 0 12105 ISHARES TR CORE S&P MCP ETF 464287507 3476 19982 SH SOLE 0 0 19982 ISHARES TR RUS 1000 VAL ETF 464287598 3037 26087 SH SOLE 0 0 26087 ISHARES TR RUS 1000 GRW ETF 464287614 2909 24443 SH SOLE 0 0 24443 ISHARES TR RUS 2000 VAL ETF 464287630 3578 30102 SH SOLE 0 0 30102 ISHARES TR RUS 2000 GRW ETF 464287648 1664 9857 SH SOLE 0 0 9857 ISHARES TR RUSSELL 2000 ETF 464287655 981 6964 SH SOLE 0 0 6964 ISHARES TR U.S. ENERGY ETF 464287796 918 25850 SH SOLE 0 0 25850 ISHARES TR INTERM CR BD ETF 464288638 3448 31413 SH SOLE 0 0 31413 ISHARES TR 1-3 YR CR BD ETF 464288646 944 8964 SH SOLE 0 0 8964 ISHARES TR CORE HIGH DV ETF 46429B663 1099 13223 SH SOLE 0 0 13223 ISHARES TR MIN VOL EAFE ETF 46429B689 234 3378 SH SOLE 0 0 3378 ISHARES TR MIN VOL USA ETF 46429B697 535 10943 SH SOLE 0 0 10943 ISHARES TR CORE MSCI TOTAL 46432F834 297 5178 SH SOLE 0 0 5178 ISHARES TR 0-5YR HI YL CP 46434V407 336 7017 SH SOLE 0 0 7017 JOHNSON & JOHNSON COM 478160104 1966 14865 SH SOLE 0 0 14865 JOHNSON CTLS INTL PLC SHS G51502105 206 4748 SH SOLE 0 0 4748 JPMORGAN CHASE & CO COM 46625H100 1362 14902 SH SOLE 0 0 14902 KEYCORP NEW COM 493267108 396 21111 SH SOLE 0 0 21111 KIMBERLY CLARK CORP COM 494368103 368 2852 SH SOLE 0 0 2852 LILLY ELI & CO COM 532457108 619 7516 SH SOLE 0 0 7516 LOCKHEED MARTIN CORP COM 539830109 562 2026 SH SOLE 0 0 2026 MCDONALDS CORP COM 580135101 225 1466 SH SOLE 0 0 1466 MERCK & CO INC COM 58933Y105 949 14800 SH SOLE 0 0 14800 MICROSOFT CORP COM 594918104 2140 31048 SH SOLE 0 0 31048 ORACLE CORP COM 68389X105 907 18085 SH SOLE 0 0 18085 PEOPLES BANCORP INC COM 709789101 321 9985 SH SOLE 0 0 9985 PEPSICO INC COM 713448108 580 5021 SH SOLE 0 0 5021 PFIZER INC COM 717081103 1365 40639 SH SOLE 0 0 40639 PHILIP MORRIS INTL INC COM 718172109 246 2091 SH SOLE 0 0 2091 PIMCO CORPORATE & INCOME OPP COM 72201B101 179 10854 SH SOLE 0 0 10854 PNC FINL SVCS GROUP INC COM 693475105 210 1680 SH SOLE 0 0 1680 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 376 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 375 11611 SH SOLE 0 0 11611 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 767 17142 SH SOLE 0 0 17142 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 904 19313 SH SOLE 0 0 19313 POWERSHARES ETF TRUST TECH SECT PORT 73935X344 275 5980 SH SOLE 0 0 5980 POWERSHARES ETF TRUST INDL SECT PORT 73935X369 264 4938 SH SOLE 0 0 4938 POWERSHARES ETF TRUST FINL SECT PORT 73935X377 258 8177 SH SOLE 0 0 8177 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 389 15157 SH SOLE 0 0 15157 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 242 1759 SH SOLE 0 0 1759 PPG INDS INC COM 693506107 273 2485 SH SOLE 0 0 2485 PROCTER AND GAMBLE CO COM 742718109 1398 16043 SH SOLE 0 0 16043 QUINTILES IMS HOLDINGS INC COM 74876Y101 248 2770 SH SOLE 0 0 2770 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 308 3328 SH SOLE 0 0 3328 SCHLUMBERGER LTD COM 806857108 353 5367 SH SOLE 0 0 5367 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2227 42868 SH SOLE 0 0 42868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 935 19605 SH SOLE 0 0 19605 SPDR S&P 500 ETF TR TR UNIT 78462F103 1037 4288 SH SOLE 0 0 4288 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1695 37695 SH SOLE 0 0 37695 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3166 35622 SH SOLE 0 0 35622 TEXAS INSTRS INC COM 882508104 236 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 259 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 300 3200 SH SOLE 0 0 3200 UNITED STATES OIL FUND LP UNITS 91232N108 209 22000 SH SOLE 0 0 22000 US BANCORP DEL COM NEW 902973304 412 7938 SH SOLE 0 0 7938 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 484 6063 SH SOLE 0 0 6063 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 424 7800 SH SOLE 0 0 7800 VANGUARD INDEX FDS REIT ETF 922908553 2268 27247 SH SOLE 0 0 27247 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 777 7186 SH SOLE 0 0 7186 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1353 33133 SH SOLE 0 0 33133 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 220 2174 SH SOLE 0 0 2174 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 245 2649 SH SOLE 0 0 2649 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2922 70709 SH SOLE 0 0 70709 VERIZON COMMUNICATIONS INC COM 92343V104 1186 26547 SH SOLE 0 0 26547 VISA INC COM CL A 92826C839 1379 14699 SH SOLE 0 0 14699 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 279 9724 SH SOLE 0 0 9724 VOYA PRIME RATE TR SH BEN INT 92913A100 90 16710 SH SOLE 0 0 16710 WAL-MART STORES INC COM 931142103 655 8657 SH SOLE 0 0 8657 WELLS FARGO CO NEW COM 949746101 342 6168 SH SOLE 0 0 6168 WORTHINGTON INDS INC COM 981811102 395 7861 SH SOLE 0 0 7861 YUM BRANDS INC COM 988498101 217 2946 SH SOLE 0 0 2946