0001085146-18-001215.txt : 20180503 0001085146-18-001215.hdr.sgml : 20180503 20180503105358 ACCESSION NUMBER: 0001085146-18-001215 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180503 DATE AS OF CHANGE: 20180503 EFFECTIVENESS DATE: 20180503 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: 18802317 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 03-31-2018 03-31-2018 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 05-03-2018 0 150 134252 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 427 1945 SH SOLE 0 0 1945 ABBOTT LABS COM 002824100 390 6510 SH SOLE 0 0 6510 ABBVIE INC COM 00287Y109 755 7973 SH SOLE 0 0 7973 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 250 1627 SH SOLE 0 0 1627 ADOBE SYS INC COM 00724F101 324 1500 SH SOLE 0 0 1500 AFLAC INC COM 001055102 292 6676 SH SOLE 0 0 6676 ALLSTATE CORP COM 020002101 718 7574 SH SOLE 0 0 7574 ALPHABET INC CAP STK CL C 02079K107 226 219 SH SOLE 0 0 219 ALPS ETF TR ALERIAN MLP 00162Q866 1526 162850 SH SOLE 0 0 162850 AMAZON COM INC COM 023135106 321 222 SH SOLE 0 0 222 AMERICAN ELEC PWR INC COM 025537101 919 13397 SH SOLE 0 0 13397 AMGEN INC COM 031162100 644 3780 SH SOLE 0 0 3780 ANALOG DEVICES INC COM 032654105 261 2870 SH SOLE 0 0 2870 APPLE INC COM 037833100 894 5331 SH SOLE 0 0 5331 AT&T INC COM 00206R102 873 24501 SH SOLE 0 0 24501 AUTOMATIC DATA PROCESSING IN COM 053015103 1490 13132 SH SOLE 0 0 13132 BANK AMER CORP COM 060505104 468 15621 SH SOLE 0 0 15621 BANK NEW YORK MELLON CORP COM 064058100 290 5627 SH SOLE 0 0 5627 BECTON DICKINSON & CO COM 075887109 285 1315 SH SOLE 0 0 1315 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1018 5102 SH SOLE 0 0 5102 BIOGEN INC COM 09062X103 274 1000 SH SOLE 0 0 1000 BLACKROCK INC COM 09247X101 230 425 SH SOLE 0 0 425 BOEING CO COM 097023105 2332 7113 SH SOLE 0 0 7113 BP PLC SPONSORED ADR 055622104 218 5371 SH SOLE 0 0 5371 BRISTOL MYERS SQUIBB CO COM 110122108 1285 20321 SH SOLE 0 0 20321 CATERPILLAR INC DEL COM 149123101 1159 7866 SH SOLE 0 0 7866 CHEVRON CORP NEW COM 166764100 863 7566 SH SOLE 0 0 7566 CHUBB LIMITED COM H1467J104 240 1755 SH SOLE 0 0 1755 CINCINNATI FINL CORP COM 172062101 364 4896 SH SOLE 0 0 4896 CISCO SYS INC COM 17275R102 1322 30824 SH SOLE 0 0 30824 CLOROX CO DEL COM 189054109 222 1667 SH SOLE 0 0 1667 COCA COLA CO COM 191216100 957 22042 SH SOLE 0 0 22042 CONSTELLATION BRANDS INC CL A 21036P108 431 1892 SH SOLE 0 0 1892 DANAHER CORP DEL COM 235851102 259 2641 SH SOLE 0 0 2641 DISNEY WALT CO COM DISNEY 254687106 1296 12902 SH SOLE 0 0 12902 DNP SELECT INCOME FD COM 23325P104 158 15370 SH SOLE 0 0 15370 DOWDUPONT INC COM 26078J100 1706 26782 SH SOLE 0 0 26782 DTE ENERGY CO COM 233331107 234 2238 SH SOLE 0 0 2238 EASTMAN CHEM CO COM 277432100 550 5206 SH SOLE 0 0 5206 EMERSON ELEC CO COM 291011104 205 3000 SH SOLE 0 0 3000 EXXON MOBIL CORP COM 30231G102 1069 14321 SH SOLE 0 0 14321 FARMERS NATL BANC CORP COM 309627107 2328 168087 SH SOLE 0 0 168087 FORD MTR CO DEL COM PAR $0.01 345370860 177 16004 SH SOLE 0 0 16004 GENERAL DYNAMICS CORP COM 369550108 267 1207 SH SOLE 0 0 1207 GENERAL ELECTRIC CO COM 369604103 201 14874 SH SOLE 0 0 14874 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 369 9434 SH SOLE 0 0 9434 HARRIS CORP DEL COM 413875105 274 1701 SH SOLE 0 0 1701 HOME DEPOT INC COM 437076102 1648 9246 SH SOLE 0 0 9246 HUNTINGTON BANCSHARES INC COM 446150104 164 10888 SH SOLE 0 0 10888 ILLINOIS TOOL WKS INC COM 452308109 388 2476 SH SOLE 0 0 2476 INTEL CORP COM 458140100 1073 20609 SH SOLE 0 0 20609 INTERNATIONAL BUSINESS MACHS COM 459200101 790 5149 SH SOLE 0 0 5149 ISHARES INC CORE MSCI EMKT 46434G103 2729 46734 SH SOLE 0 0 46734 ISHARES SILVER TRUST ISHARES 46428Q109 616 40000 SH SOLE 0 0 40000 ISHARES TR 0-5YR HI YL CP 46434V407 264 5651 SH SOLE 0 0 5651 ISHARES TR 1 3 YR CR BD ETF 464288646 714 6879 SH SOLE 0 0 6879 ISHARES TR CORE HIGH DV ETF 46429B663 980 11596 SH SOLE 0 0 11596 ISHARES TR CORE MSCI EAFE 46432F842 217 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 3313 17662 SH SOLE 0 0 17662 ISHARES TR CORE S&P SCP ETF 464287804 235 3053 SH SOLE 0 0 3053 ISHARES TR CORE S&P500 ETF 464287200 4059 15294 SH SOLE 0 0 15294 ISHARES TR INTRMD CR BD ETF 464288638 4362 40672 SH SOLE 0 0 40672 ISHARES TR JPMORGAN USD EMG 464288281 245 2167 SH SOLE 0 0 2167 ISHARES TR MIN VOL EAFE ETF 46429B689 250 3397 SH SOLE 0 0 3397 ISHARES TR MIN VOL USA ETF 46429B697 573 11042 SH SOLE 0 0 11042 ISHARES TR MSCI EAFE ETF 464287465 3379 48498 SH SOLE 0 0 48498 ISHARES TR RUS 1000 GRW ETF 464287614 3277 24077 SH SOLE 0 0 24077 ISHARES TR RUS 1000 VAL ETF 464287598 3748 31243 SH SOLE 0 0 31243 ISHARES TR RUS 2000 GRW ETF 464287648 2065 10834 SH SOLE 0 0 10834 ISHARES TR RUS 2000 VAL ETF 464287630 4150 34049 SH SOLE 0 0 34049 ISHARES TR RUS MD CP GR ETF 464287481 1639 13327 SH SOLE 0 0 13327 ISHARES TR RUS MDCP VAL ETF 464287473 2762 31956 SH SOLE 0 0 31956 ISHARES TR RUS MID CAP ETF 464287499 265 1284 SH SOLE 0 0 1284 ISHARES TR RUSSELL 2000 ETF 464287655 870 5727 SH SOLE 0 0 5727 ISHARES TR S&P 500 GRWT ETF 464287309 1652 10656 SH SOLE 0 0 10656 ISHARES TR S&P 500 VAL ETF 464287408 1629 14903 SH SOLE 0 0 14903 ISHARES TR U.S. ENERGY ETF 464287796 1606 43450 SH SOLE 0 0 43450 JACOBS ENGR GROUP INC DEL COM 469814107 243 4115 SH SOLE 0 0 4115 JOHNSON & JOHNSON COM 478160104 2149 16770 SH SOLE 0 0 16770 JPMORGAN CHASE & CO COM 46625H100 2268 20623 SH SOLE 0 0 20623 KEYCORP NEW COM 493267108 403 20621 SH SOLE 0 0 20621 KIMBERLY CLARK CORP COM 494368103 317 2878 SH SOLE 0 0 2878 LILLY ELI & CO COM 532457108 579 7481 SH SOLE 0 0 7481 LOCKHEED MARTIN CORP COM 539830109 635 1879 SH SOLE 0 0 1879 LOWES COS INC COM 548661107 317 3617 SH SOLE 0 0 3617 MCDONALDS CORP COM 580135101 390 2494 SH SOLE 0 0 2494 MEDTRONIC PLC SHS G5960L103 257 3198 SH SOLE 0 0 3198 MERCK & CO INC COM 58933Y105 500 9183 SH SOLE 0 0 9183 MICROSOFT CORP COM 594918104 3116 34137 SH SOLE 0 0 34137 NEXTERA ENERGY INC COM 65339F101 319 1950 SH SOLE 0 0 1950 NORFOLK SOUTHERN CORP COM 655844108 229 1684 SH SOLE 0 0 1684 OLD REP INTL CORP COM 680223104 304 14183 SH SOLE 0 0 14183 ORACLE CORP COM 68389X105 842 18415 SH SOLE 0 0 18415 PEOPLES BANCORP INC COM 709789101 354 9985 SH SOLE 0 0 9985 PEPSICO INC COM 713448108 705 6462 SH SOLE 0 0 6462 PFIZER INC COM 717081103 1175 33117 SH SOLE 0 0 33117 PHILIP MORRIS INTL INC COM 718172109 307 3094 SH SOLE 0 0 3094 PHILLIPS 66 COM 718546104 217 2265 SH SOLE 0 0 2265 PIMCO CORPORATE & INCOME OPP COM 72201B101 184 10854 SH SOLE 0 0 10854 PNC FINL SVCS GROUP INC COM 693475105 339 2242 SH SOLE 0 0 2242 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 441 26000 SH SOLE 0 0 26000 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 326 9835 SH SOLE 0 0 9835 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 565 12035 SH SOLE 0 0 12035 POWERSHARES ETF TRUST CON DISCRE SEC 73935X419 259 5274 SH SOLE 0 0 5274 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 658 12499 SH SOLE 0 0 12499 POWERSHARES ETF TRUST DYNAMIC TECH SET 73935X344 336 5865 SH SOLE 0 0 5865 POWERSHARES ETF TRUST FINL SECT PORT 73935X377 297 8471 SH SOLE 0 0 8471 POWERSHARES ETF TRUST INDL SECT PORT 73935X369 305 5083 SH SOLE 0 0 5083 POWERSHARES ETF TRUST II DWA DEVMKTMOM PT 73936Q108 343 12286 SH SOLE 0 0 12286 PPG INDS INC COM 693506107 280 2510 SH SOLE 0 0 2510 PRICE T ROWE GROUP INC COM 74144T108 385 3564 SH SOLE 0 0 3564 PROCTER AND GAMBLE CO COM 742718109 995 12550 SH SOLE 0 0 12550 RAYMOND JAMES FINANCIAL INC COM 754730109 316 3535 SH SOLE 0 0 3535 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 328 3301 SH SOLE 0 0 3301 SCHLUMBERGER LTD COM 806857108 328 5070 SH SOLE 0 0 5070 SELECT BANCORP INC NEW COM 81617L108 159 11926 SH SOLE 0 0 11926 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1711 33868 SH SOLE 0 0 33868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 938 20264 SH SOLE 0 0 20264 SPDR S&P 500 ETF TR TR UNIT 78462F103 1220 4637 SH SOLE 0 0 4637 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3299 36174 SH SOLE 0 0 36174 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1638 37695 SH SOLE 0 0 37695 SUNTRUST BKS INC COM 867914103 290 4259 SH SOLE 0 0 4259 TARGET CORP COM 87612E106 338 4870 SH SOLE 0 0 4870 TEXAS INSTRS INC COM 882508104 318 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 307 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 313 3200 SH SOLE 0 0 3200 TORONTO DOMINION BK ONT COM NEW 891160509 200 3513 SH SOLE 0 0 3513 UNITED STATES OIL FUND LP UNITS 91232N108 288 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 397 3154 SH SOLE 0 0 3154 UNITEDHEALTH GROUP INC COM 91324P102 335 1565 SH SOLE 0 0 1565 US BANCORP DEL COM NEW 902973304 549 10872 SH SOLE 0 0 10872 V F CORP COM 918204108 233 3145 SH SOLE 0 0 3145 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 928 11832 SH SOLE 0 0 11832 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 269 4913 SH SOLE 0 0 4913 VANGUARD GROUP DIV APP ETF 921908844 271 2686 SH SOLE 0 0 2686 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2411 31942 SH SOLE 0 0 31942 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2424 51591 SH SOLE 0 0 51591 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1104 9257 SH SOLE 0 0 9257 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 371 6090 SH SOLE 0 0 6090 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 234 2225 SH SOLE 0 0 2225 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4918 111138 SH SOLE 0 0 111138 VERIZON COMMUNICATIONS INC COM 92343V104 1031 21559 SH SOLE 0 0 21559 VISA INC COM CL A 92826C839 1759 14701 SH SOLE 0 0 14701 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 260 9345 SH SOLE 0 0 9345 VOYA PRIME RATE TR SH BEN INT 92913A100 87 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1160 13036 SH SOLE 0 0 13036 WELLS FARGO CO NEW COM 949746101 273 5217 SH SOLE 0 0 5217 WESTROCK CO COM 96145D105 310 4837 SH SOLE 0 0 4837 YUM BRANDS INC COM 988498101 251 2948 SH SOLE 0 0 2948