0001085146-18-000269.txt : 20180131 0001085146-18-000269.hdr.sgml : 20180131 20180131092253 ACCESSION NUMBER: 0001085146-18-000269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180131 DATE AS OF CHANGE: 20180131 EFFECTIVENESS DATE: 20180131 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: 18561219 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 12-31-2017 12-31-2017 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 01-30-2018 0 153 134891 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 462 1963 SH SOLE 0 0 1963 ABBOTT LABS COM 002824100 346 6067 SH SOLE 0 0 6067 ABBVIE INC COM 00287Y109 566 5850 SH SOLE 0 0 5850 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 226 1478 SH SOLE 0 0 1478 ADOBE SYS INC COM 00724F101 263 1500 SH SOLE 0 0 1500 AFLAC INC COM 001055102 264 3007 SH SOLE 0 0 3007 ALLSTATE CORP COM 020002101 791 7557 SH SOLE 0 0 7557 ALPHABET INC CAP STK CL C 02079K107 229 219 SH SOLE 0 0 219 ALPS ETF TR ALERIAN MLP 00162Q866 1768 163850 SH SOLE 0 0 163850 AMERICAN ELEC PWR INC COM 025537101 1023 13907 SH SOLE 0 0 13907 AMGEN INC COM 031162100 652 3750 SH SOLE 0 0 3750 ANALOG DEVICES INC COM 032654105 228 2560 SH SOLE 0 0 2560 APPLE INC COM 037833100 1000 5912 SH SOLE 0 0 5912 AT&T INC COM 00206R102 983 25288 SH SOLE 0 0 25288 AUTOMATIC DATA PROCESSING IN COM 053015103 1557 13289 SH SOLE 0 0 13289 BANK AMER CORP COM 060505104 515 17453 SH SOLE 0 0 17453 BANK NEW YORK MELLON CORP COM 064058100 315 5844 SH SOLE 0 0 5844 BECTON DICKINSON & CO COM 075887109 358 1673 SH SOLE 0 0 1673 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1051 5302 SH SOLE 0 0 5302 BIOGEN INC COM 09062X103 319 1000 SH SOLE 0 0 1000 BLACKROCK INC COM 09247X101 248 483 SH SOLE 0 0 483 BOEING CO COM 097023105 2146 7276 SH SOLE 0 0 7276 BP PLC SPONSORED ADR 055622104 233 5552 SH SOLE 0 0 5552 BRISTOL MYERS SQUIBB CO COM 110122108 1242 20265 SH SOLE 0 0 20265 BROADCOM LTD SHS Y09827109 347 1352 SH SOLE 0 0 1352 CATERPILLAR INC DEL COM 149123101 1168 7415 SH SOLE 0 0 7415 CHEVRON CORP NEW COM 166764100 946 7556 SH SOLE 0 0 7556 CHUBB LIMITED COM H1467J104 229 1567 SH SOLE 0 0 1567 CINCINNATI FINL CORP COM 172062101 367 4896 SH SOLE 0 0 4896 CISCO SYS INC COM 17275R102 1200 31341 SH SOLE 0 0 31341 CITIGROUP INC COM NEW 172967424 235 3157 SH SOLE 0 0 3157 CLOROX CO DEL COM 189054109 288 1939 SH SOLE 0 0 1939 COCA COLA CO COM 191216100 1473 32114 SH SOLE 0 0 32114 COMPASS MINERALS INTL INC COM 20451N101 248 3435 SH SOLE 0 0 3435 CONSTELLATION BRANDS INC CL A 21036P108 429 1875 SH SOLE 0 0 1875 COSTCO WHSL CORP NEW COM 22160K105 219 1177 SH SOLE 0 0 1177 DANAHER CORP DEL COM 235851102 247 2664 SH SOLE 0 0 2664 DISNEY WALT CO COM DISNEY 254687106 1467 13644 SH SOLE 0 0 13644 DNP SELECT INCOME FD COM 23325P104 144 13370 SH SOLE 0 0 13370 DOWDUPONT INC COM 26078J100 1940 27242 SH SOLE 0 0 27242 DTE ENERGY CO COM 233331107 260 2371 SH SOLE 0 0 2371 EASTMAN CHEM CO COM 277432100 494 5330 SH SOLE 0 0 5330 EXXON MOBIL CORP COM 30231G102 1059 12663 SH SOLE 0 0 12663 FARMERS NATL BANC CORP COM 309627107 2479 168084 SH SOLE 0 0 168084 FORD MTR CO DEL COM PAR $0.01 345370860 200 16004 SH SOLE 0 0 16004 GENERAL DYNAMICS CORP COM 369550108 299 1471 SH SOLE 0 0 1471 GENERAL ELECTRIC CO COM 369604103 234 13424 SH SOLE 0 0 13424 GENERAL MLS INC COM 370334104 229 3866 SH SOLE 0 0 3866 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 332 9366 SH SOLE 0 0 9366 HARRIS CORP DEL COM 413875105 687 4849 SH SOLE 0 0 4849 HOME DEPOT INC COM 437076102 1870 9867 SH SOLE 0 0 9867 HUNTINGTON BANCSHARES INC COM 446150104 158 10877 SH SOLE 0 0 10877 ILLINOIS TOOL WKS INC COM 452308109 466 2795 SH SOLE 0 0 2795 INTEL CORP COM 458140100 930 20145 SH SOLE 0 0 20145 INTERNATIONAL BUSINESS MACHS COM 459200101 782 5097 SH SOLE 0 0 5097 ISHARES INC CORE MSCI EMKT 46434G103 2261 39734 SH SOLE 0 0 39734 ISHARES SILVER TRUST ISHARES 46428Q109 656 41000 SH SOLE 0 0 41000 ISHARES TR 0-5YR HI YL CP 46434V407 374 7940 SH SOLE 0 0 7940 ISHARES TR 1 3 YR CR BD ETF 464288646 430 4110 SH SOLE 0 0 4110 ISHARES TR CORE HIGH DV ETF 46429B663 1067 11832 SH SOLE 0 0 11832 ISHARES TR CORE MSCI EAFE 46432F842 218 3291 SH SOLE 0 0 3291 ISHARES TR CORE MSCI TOTAL 46432F834 324 5140 SH SOLE 0 0 5140 ISHARES TR CORE S&P MCP ETF 464287507 3422 18030 SH SOLE 0 0 18030 ISHARES TR CORE S&P500 ETF 464287200 4128 15356 SH SOLE 0 0 15356 ISHARES TR INTRMD CR BD ETF 464288638 3667 33577 SH SOLE 0 0 33577 ISHARES TR JPMORGAN USD EMG 464288281 335 2883 SH SOLE 0 0 2883 ISHARES TR MIN VOL EAFE ETF 46429B689 248 3397 SH SOLE 0 0 3397 ISHARES TR MIN VOL USA ETF 46429B697 581 11008 SH SOLE 0 0 11008 ISHARES TR MSCI EAFE ETF 464287465 3061 43531 SH SOLE 0 0 43531 ISHARES TR RUS 1000 GRW ETF 464287614 3350 24871 SH SOLE 0 0 24871 ISHARES TR RUS 1000 VAL ETF 464287598 3446 27718 SH SOLE 0 0 27718 ISHARES TR RUS 2000 GRW ETF 464287648 1843 9871 SH SOLE 0 0 9871 ISHARES TR RUS 2000 VAL ETF 464287630 3753 29846 SH SOLE 0 0 29846 ISHARES TR RUS MD CP GR ETF 464287481 1467 12158 SH SOLE 0 0 12158 ISHARES TR RUS MDCP VAL ETF 464287473 2432 27284 SH SOLE 0 0 27284 ISHARES TR RUS MID CAP ETF 464287499 356 1709 SH SOLE 0 0 1709 ISHARES TR RUSSELL 2000 ETF 464287655 878 5758 SH SOLE 0 0 5758 ISHARES TR S&P 500 GRWT ETF 464287309 1713 11211 SH SOLE 0 0 11211 ISHARES TR S&P 500 VAL ETF 464287408 1761 15413 SH SOLE 0 0 15413 ISHARES TR TIPS BD ETF 464287176 214 1876 SH SOLE 0 0 1876 ISHARES TR U.S. ENERGY ETF 464287796 1025 25850 SH SOLE 0 0 25850 JOHNSON & JOHNSON COM 478160104 2676 19153 SH SOLE 0 0 19153 JPMORGAN CHASE & CO COM 46625H100 1961 18338 SH SOLE 0 0 18338 KEYCORP NEW COM 493267108 414 20528 SH SOLE 0 0 20528 KIMBERLY CLARK CORP COM 494368103 346 2869 SH SOLE 0 0 2869 LILLY ELI & CO COM 532457108 630 7457 SH SOLE 0 0 7457 LOCKHEED MARTIN CORP COM 539830109 651 2026 SH SOLE 0 0 2026 LOWES COS INC COM 548661107 327 3517 SH SOLE 0 0 3517 MCDONALDS CORP COM 580135101 423 2458 SH SOLE 0 0 2458 MEDTRONIC PLC SHS G5960L103 259 3206 SH SOLE 0 0 3206 MERCK & CO INC COM 58933Y105 842 14956 SH SOLE 0 0 14956 MICROSOFT CORP COM 594918104 3130 36593 SH SOLE 0 0 36593 NEXTERA ENERGY INC COM 65339F101 293 1877 SH SOLE 0 0 1877 NORFOLK SOUTHERN CORP COM 655844108 217 1500 SH SOLE 0 0 1500 OLD REP INTL CORP COM 680223104 305 14287 SH SOLE 0 0 14287 ORACLE CORP COM 68389X105 870 18412 SH SOLE 0 0 18412 PAYCHEX INC COM 704326107 312 4580 SH SOLE 0 0 4580 PEOPLES BANCORP INC COM 709789101 326 9985 SH SOLE 0 0 9985 PEPSICO INC COM 713448108 788 6569 SH SOLE 0 0 6569 PFIZER INC COM 717081103 1224 33784 SH SOLE 0 0 33784 PHILIP MORRIS INTL INC COM 718172109 224 2118 SH SOLE 0 0 2118 PHILLIPS 66 COM 718546104 207 2042 SH SOLE 0 0 2042 PIMCO CORPORATE & INCOME OPP COM 72201B101 179 10854 SH SOLE 0 0 10854 PNC FINL SVCS GROUP INC COM 693475105 323 2241 SH SOLE 0 0 2241 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 432 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 359 10678 SH SOLE 0 0 10678 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 687 14386 SH SOLE 0 0 14386 POWERSHARES ETF TRUST CON DISCRE SEC 73935X419 265 5274 SH SOLE 0 0 5274 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 802 15538 SH SOLE 0 0 15538 POWERSHARES ETF TRUST DYNAMIC TECH SET 73935X344 309 5865 SH SOLE 0 0 5865 POWERSHARES ETF TRUST FINL SECT PORT 73935X377 297 8464 SH SOLE 0 0 8464 POWERSHARES ETF TRUST INDL SECT PORT 73935X369 310 5083 SH SOLE 0 0 5083 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 385 13917 SH SOLE 0 0 13917 PPG INDS INC COM 693506107 292 2502 SH SOLE 0 0 2502 PRICE T ROWE GROUP INC COM 74144T108 389 3711 SH SOLE 0 0 3711 PROCTER AND GAMBLE CO COM 742718109 1164 12665 SH SOLE 0 0 12665 QUALCOMM INC COM 747525103 223 3482 SH SOLE 0 0 3482 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 333 3299 SH SOLE 0 0 3299 SCHLUMBERGER LTD COM 806857108 340 5049 SH SOLE 0 0 5049 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1784 33868 SH SOLE 0 0 33868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 908 18581 SH SOLE 0 0 18581 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 203 5020 SH SOLE 0 0 5020 SPDR S&P 500 ETF TR TR UNIT 78462F103 1265 4742 SH SOLE 0 0 4742 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3415 36141 SH SOLE 0 0 36141 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1660 37695 SH SOLE 0 0 37695 SYSCO CORP COM 871829107 210 3454 SH SOLE 0 0 3454 TEXAS INSTRS INC COM 882508104 320 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 282 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 333 3200 SH SOLE 0 0 3200 TORONTO DOMINION BK ONT COM NEW 891160509 206 3510 SH SOLE 0 0 3510 UNITED STATES OIL FUND LP UNITS 91232N108 264 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 420 3292 SH SOLE 0 0 3292 US BANCORP DEL COM NEW 902973304 562 10490 SH SOLE 0 0 10490 V F CORP COM 918204108 207 2802 SH SOLE 0 0 2802 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 480 6069 SH SOLE 0 0 6069 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 478 8792 SH SOLE 0 0 8792 VANGUARD INDEX FDS REIT ETF 922908553 2879 34695 SH SOLE 0 0 34695 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2483 54074 SH SOLE 0 0 54074 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 229 3135 SH SOLE 0 0 3135 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 861 7221 SH SOLE 0 0 7221 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 278 4589 SH SOLE 0 0 4589 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 240 2215 SH SOLE 0 0 2215 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 273 2675 SH SOLE 0 0 2675 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4116 91751 SH SOLE 0 0 91751 VERIZON COMMUNICATIONS INC COM 92343V104 1491 28169 SH SOLE 0 0 28169 VISA INC COM CL A 92826C839 1676 14700 SH SOLE 0 0 14700 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 307 9631 SH SOLE 0 0 9631 VOYA PRIME RATE TR SH BEN INT 92913A100 85 16710 SH SOLE 0 0 16710 WAL-MART STORES INC COM 931142103 1134 11484 SH SOLE 0 0 11484 WEC ENERGY GROUP INC COM 92939U106 246 3710 SH SOLE 0 0 3710 WELLS FARGO CO NEW COM 949746101 254 4189 SH SOLE 0 0 4189 WORTHINGTON INDS INC COM 981811102 366 8314 SH SOLE 0 0 8314 YUM BRANDS INC COM 988498101 241 2947 SH SOLE 0 0 2947