0001085146-17-002142.txt : 20171030 0001085146-17-002142.hdr.sgml : 20171030 20171030092407 ACCESSION NUMBER: 0001085146-17-002142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171030 DATE AS OF CHANGE: 20171030 EFFECTIVENESS DATE: 20171030 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: 171160840 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 09-30-2017 09-30-2017 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 10-27-2017 0 121 116807 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 514 5783 SH SOLE 0 0 5783 ADOBE SYS INC COM 00724F101 224 1500 SH SOLE 0 0 1500 ALLSTATE CORP COM 020002101 695 7566 SH SOLE 0 0 7566 ALPHABET INC CAP STK CL C 02079K107 210 219 SH SOLE 0 0 219 ALPS ETF TR ALERIAN MLP 00162Q866 2021 180082 SH SOLE 0 0 180082 AMERICAN ELEC PWR INC COM 025537101 948 13497 SH SOLE 0 0 13497 AMGEN INC COM 031162100 451 2418 SH SOLE 0 0 2418 APPLE INC COM 037833100 801 5199 SH SOLE 0 0 5199 AT&T INC COM 00206R102 834 21298 SH SOLE 0 0 21298 AUTOMATIC DATA PROCESSING IN COM 053015103 1253 11465 SH SOLE 0 0 11465 BANK AMER CORP COM 060505104 387 15256 SH SOLE 0 0 15256 BANK NEW YORK MELLON CORP COM 064058100 298 5621 SH SOLE 0 0 5621 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 896 4887 SH SOLE 0 0 4887 BIOGEN INC COM 09062X103 313 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 1815 7140 SH SOLE 0 0 7140 BP PLC SPONSORED ADR 055622104 205 5335 SH SOLE 0 0 5335 BRISTOL MYERS SQUIBB CO COM 110122108 1288 20202 SH SOLE 0 0 20202 BROADCOM LTD SHS Y09827109 328 1351 SH SOLE 0 0 1351 CATERPILLAR INC DEL COM 149123101 894 7169 SH SOLE 0 0 7169 CHEVRON CORP NEW COM 166764100 704 5996 SH SOLE 0 0 5996 CINCINNATI FINL CORP COM 172062101 375 4896 SH SOLE 0 0 4896 CISCO SYS INC COM 17275R102 809 24069 SH SOLE 0 0 24069 COCA COLA CO COM 191216100 1420 31545 SH SOLE 0 0 31545 COMPASS MINERALS INTL INC COM 20451N101 210 3230 SH SOLE 0 0 3230 CONSTELLATION BRANDS INC CL A 21036P108 364 1825 SH SOLE 0 0 1825 DANAHER CORP DEL COM 235851102 218 2543 SH SOLE 0 0 2543 DISNEY WALT CO COM DISNEY 254687106 1342 13613 SH SOLE 0 0 13613 DNP SELECT INCOME FD COM 23325P104 153 13337 SH SOLE 0 0 13337 DOWDUPONT INC COM 26078J100 1852 26745 SH SOLE 0 0 26745 DTE ENERGY CO COM 233331107 254 2370 SH SOLE 0 0 2370 EASTMAN CHEM CO COM 277432100 482 5330 SH SOLE 0 0 5330 EXXON MOBIL CORP COM 30231G102 908 11077 SH SOLE 0 0 11077 FARMERS NATL BANC CORP COM 309627107 2530 168081 SH SOLE 0 0 168081 GENERAL ELECTRIC CO COM 369604103 978 40445 SH SOLE 0 0 40445 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 381 9372 SH SOLE 0 0 9372 HARRIS CORP DEL COM 413875105 423 3211 SH SOLE 0 0 3211 HOME DEPOT INC COM 437076102 1573 9616 SH SOLE 0 0 9616 HUNTINGTON BANCSHARES INC COM 446150104 152 10867 SH SOLE 0 0 10867 INTEL CORP COM 458140100 752 19756 SH SOLE 0 0 19756 INTERNATIONAL BUSINESS MACHS COM 459200101 568 3912 SH SOLE 0 0 3912 ISHARES INC CORE MSCI EMKT 46434G103 2114 39132 SH SOLE 0 0 39132 ISHARES SILVER TRUST ISHARES 46428Q109 645 41000 SH SOLE 0 0 41000 ISHARES TR 0-5YR HI YL CP 46434V407 355 7417 SH SOLE 0 0 7417 ISHARES TR 1 3 YR CR BD ETF 464288646 467 4429 SH SOLE 0 0 4429 ISHARES TR CORE HIGH DV ETF 46429B663 1093 12719 SH SOLE 0 0 12719 ISHARES TR CORE MSCI TOTAL 46432F834 311 5092 SH SOLE 0 0 5092 ISHARES TR CORE S&P MCP ETF 464287507 3208 17931 SH SOLE 0 0 17931 ISHARES TR CORE S&P500 ETF 464287200 3948 15609 SH SOLE 0 0 15609 ISHARES TR INTRMD CR BD ETF 464288638 3550 32227 SH SOLE 0 0 32227 ISHARES TR JPMORGAN USD EMG 464288281 204 1751 SH SOLE 0 0 1751 ISHARES TR MIN VOL EAFE ETF 46429B689 240 3378 SH SOLE 0 0 3378 ISHARES TR MIN VOL USA ETF 46429B697 552 10974 SH SOLE 0 0 10974 ISHARES TR MSCI EAFE ETF 464287465 2981 43531 SH SOLE 0 0 43531 ISHARES TR RUS 1000 GRW ETF 464287614 3104 24816 SH SOLE 0 0 24816 ISHARES TR RUS 1000 VAL ETF 464287598 3234 27288 SH SOLE 0 0 27288 ISHARES TR RUS 2000 GRW ETF 464287648 1782 9958 SH SOLE 0 0 9958 ISHARES TR RUS 2000 VAL ETF 464287630 3784 30487 SH SOLE 0 0 30487 ISHARES TR RUS MD CP GR ETF 464287481 1391 12287 SH SOLE 0 0 12287 ISHARES TR RUS MDCP VAL ETF 464287473 2324 27366 SH SOLE 0 0 27366 ISHARES TR RUS MID CAP ETF 464287499 206 1043 SH SOLE 0 0 1043 ISHARES TR RUSSELL 2000 ETF 464287655 765 5163 SH SOLE 0 0 5163 ISHARES TR S&P 500 GRWT ETF 464287309 1585 11052 SH SOLE 0 0 11052 ISHARES TR S&P 500 VAL ETF 464287408 1657 15353 SH SOLE 0 0 15353 ISHARES TR TIPS BD ETF 464287176 213 1873 SH SOLE 0 0 1873 ISHARES TR U.S. ENERGY ETF 464287796 968 25850 SH SOLE 0 0 25850 JOHNSON & JOHNSON COM 478160104 2036 15664 SH SOLE 0 0 15664 JPMORGAN CHASE & CO COM 46625H100 1502 15729 SH SOLE 0 0 15729 KEYCORP NEW COM 493267108 392 20840 SH SOLE 0 0 20840 KIMBERLY CLARK CORP COM 494368103 337 2860 SH SOLE 0 0 2860 LILLY ELI & CO COM 532457108 644 7524 SH SOLE 0 0 7524 LOCKHEED MARTIN CORP COM 539830109 578 1863 SH SOLE 0 0 1863 MCDONALDS CORP COM 580135101 230 1467 SH SOLE 0 0 1467 MERCK & CO INC COM 58933Y105 931 14533 SH SOLE 0 0 14533 MICROSOFT CORP COM 594918104 2347 31505 SH SOLE 0 0 31505 ORACLE CORP COM 68389X105 875 18089 SH SOLE 0 0 18089 PEOPLES BANCORP INC COM 709789101 335 9985 SH SOLE 0 0 9985 PEPSICO INC COM 713448108 573 5138 SH SOLE 0 0 5138 PFIZER INC COM 717081103 1139 31911 SH SOLE 0 0 31911 PHILIP MORRIS INTL INC COM 718172109 234 2104 SH SOLE 0 0 2104 PIMCO CORPORATE & INCOME OPP COM 72201B101 182 10854 SH SOLE 0 0 10854 PNC FINL SVCS GROUP INC COM 693475105 273 2029 SH SOLE 0 0 2029 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 400 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 376 11320 SH SOLE 0 0 11320 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 760 16591 SH SOLE 0 0 16591 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 899 18504 SH SOLE 0 0 18504 POWERSHARES ETF TRUST DYNAMIC TECH SET 73935X344 292 5769 SH SOLE 0 0 5769 POWERSHARES ETF TRUST FINL SECT PORT 73935X377 274 8315 SH SOLE 0 0 8315 POWERSHARES ETF TRUST HLTHCR SEC POR 73935X351 289 4270 SH SOLE 0 0 4270 POWERSHARES ETF TRUST INDL SECT PORT 73935X369 283 4873 SH SOLE 0 0 4873 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 373 13795 SH SOLE 0 0 13795 PPG INDS INC COM 693506107 271 2494 SH SOLE 0 0 2494 PROCTER AND GAMBLE CO COM 742718109 1443 15861 SH SOLE 0 0 15861 QUINTILES IMS HOLDINGS INC COM 74876Y101 251 2640 SH SOLE 0 0 2640 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 314 3289 SH SOLE 0 0 3289 SCHLUMBERGER LTD COM 806857108 368 5274 SH SOLE 0 0 5274 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2274 42868 SH SOLE 0 0 42868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 847 17732 SH SOLE 0 0 17732 SPDR S&P 500 ETF TR TR UNIT 78462F103 1042 4147 SH SOLE 0 0 4147 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3300 36132 SH SOLE 0 0 36132 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1685 37695 SH SOLE 0 0 37695 TEXAS INSTRS INC COM 882508104 275 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 281 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 294 3200 SH SOLE 0 0 3200 UNITED STATES OIL FUND LP UNITS 91232N108 229 22000 SH SOLE 0 0 22000 US BANCORP DEL COM NEW 902973304 426 7942 SH SOLE 0 0 7942 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 513 6424 SH SOLE 0 0 6424 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 447 8195 SH SOLE 0 0 8195 VANGUARD INDEX FDS REIT ETF 922908553 2722 32762 SH SOLE 0 0 32762 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2030 46592 SH SOLE 0 0 46592 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 837 7280 SH SOLE 0 0 7280 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 227 2187 SH SOLE 0 0 2187 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 252 2661 SH SOLE 0 0 2661 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3709 85439 SH SOLE 0 0 85439 VERIZON COMMUNICATIONS INC COM 92343V104 1330 26879 SH SOLE 0 0 26879 VISA INC COM CL A 92826C839 1547 14700 SH SOLE 0 0 14700 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 273 9589 SH SOLE 0 0 9589 VOYA PRIME RATE TR SH BEN INT 92913A100 87 16710 SH SOLE 0 0 16710 WAL-MART STORES INC COM 931142103 677 8660 SH SOLE 0 0 8660 WELLS FARGO CO NEW COM 949746101 231 4188 SH SOLE 0 0 4188 WORTHINGTON INDS INC COM 981811102 350 7613 SH SOLE 0 0 7613 YUM BRANDS INC COM 988498101 217 2947 SH SOLE 0 0 2947