0001085146-18-001754.txt : 20180725 0001085146-18-001754.hdr.sgml : 20180725 20180725104857 ACCESSION NUMBER: 0001085146-18-001754 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180725 DATE AS OF CHANGE: 20180725 EFFECTIVENESS DATE: 20180725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT PARTNERS, LTD. 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: 18967977 BUSINESS ADDRESS: STREET 1: 419 W HIGH AVE STREET 2: PO BOX 309 CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663 BUSINESS PHONE: 3303089707 MAIL ADDRESS: STREET 1: 419 W HIGH AVE STREET 2: PO BOX 309 CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663 FORMER COMPANY: FORMER CONFORMED NAME: INVESTMENT PARTNERS LTD /OH/ /ADV DATE OF NAME CHANGE: 19971120 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001050068 XXXXXXXX 06-30-2018 06-30-2018 false INVESTMENT PARTNERS, LTD.

419 W HIGH AVE PO BOX 309 NEW PHILADELPHIA OH 44663

13F HOLDINGS REPORT 028-16440 N Douglas G Bambeck 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 07-20-2018 0 152 134643 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 407 2069 SH SOLE 0 0 2069 ABBOTT LABS COM 002824100 398 6531 SH SOLE 0 0 6531 ABBVIE INC COM 00287Y109 719 7759 SH SOLE 0 0 7759 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 268 1638 SH SOLE 0 0 1638 ADOBE SYS INC COM 00724F101 244 1000 SH SOLE 0 0 1000 AFLAC INC COM 001055102 289 6707 SH SOLE 0 0 6707 ALLSTATE CORP COM 020002101 573 6277 SH SOLE 0 0 6277 ALPHABET INC CAP STK CL C 02079K107 244 219 SH SOLE 0 0 219 ALPS ETF TR ALERIAN MLP 00162Q866 1640 162400 SH SOLE 0 0 162400 AMAZON COM INC COM 023135106 462 272 SH SOLE 0 0 272 AMERICAN ELEC PWR INC COM 025537101 902 13019 SH SOLE 0 0 13019 AMGEN INC COM 031162100 371 2008 SH SOLE 0 0 2008 ANALOG DEVICES INC COM 032654105 276 2882 SH SOLE 0 0 2882 APPLE INC COM 037833100 1036 5594 SH SOLE 0 0 5594 AT&T INC COM 00206R102 710 22125 SH SOLE 0 0 22125 AUTOMATIC DATA PROCESSING IN COM 053015103 1610 12001 SH SOLE 0 0 12001 BANK AMER CORP COM 060505104 314 11145 SH SOLE 0 0 11145 BANK NEW YORK MELLON CORP COM 064058100 286 5300 SH SOLE 0 0 5300 BECTON DICKINSON & CO COM 075887109 316 1319 SH SOLE 0 0 1319 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1018 5452 SH SOLE 0 0 5452 BIOGEN INC COM 09062X103 290 1000 SH SOLE 0 0 1000 BLACKROCK INC COM 09247X101 213 427 SH SOLE 0 0 427 BOEING CO COM 097023105 1900 5662 SH SOLE 0 0 5662 BRISTOL MYERS SQUIBB CO COM 110122108 1078 19482 SH SOLE 0 0 19482 CATERPILLAR INC DEL COM 149123101 933 6874 SH SOLE 0 0 6874 CHEVRON CORP NEW COM 166764100 756 5978 SH SOLE 0 0 5978 CHUBB LIMITED COM H1467J104 224 1763 SH SOLE 0 0 1763 CINCINNATI FINL CORP COM 172062101 327 4896 SH SOLE 0 0 4896 CISCO SYS INC COM 17275R102 1224 28437 SH SOLE 0 0 28437 CLOROX CO DEL COM 189054109 226 1673 SH SOLE 0 0 1673 COCA COLA CO COM 191216100 868 19789 SH SOLE 0 0 19789 COLGATE PALMOLIVE CO COM 194162103 214 3295 SH SOLE 0 0 3295 CONSTELLATION BRANDS INC CL A 21036P108 387 1767 SH SOLE 0 0 1767 COSTCO WHSL CORP NEW COM 22160K105 227 1088 SH SOLE 0 0 1088 DANAHER CORP DEL COM 235851102 273 2762 SH SOLE 0 0 2762 DISNEY WALT CO COM DISNEY 254687106 1295 12352 SH SOLE 0 0 12352 DNP SELECT INCOME FD COM 23325P104 166 15370 SH SOLE 0 0 15370 DOWDUPONT INC COM 26078J100 1383 20979 SH SOLE 0 0 20979 DTE ENERGY CO COM 233331107 208 2004 SH SOLE 0 0 2004 EASTMAN CHEM CO COM 277432100 516 5158 SH SOLE 0 0 5158 EMERSON ELEC CO COM 291011104 209 3016 SH SOLE 0 0 3016 EXXON MOBIL CORP COM 30231G102 1083 13091 SH SOLE 0 0 13091 FARMERS NATL BANC CORP COM 309627107 2681 168090 SH SOLE 0 0 168090 FORD MTR CO DEL COM PAR $0.01 345370860 177 16004 SH SOLE 0 0 16004 GENERAL DYNAMICS CORP COM 369550108 226 1212 SH SOLE 0 0 1212 GENERAL ELECTRIC CO COM 369604103 176 12910 SH SOLE 0 0 12910 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 285 7070 SH SOLE 0 0 7070 HARRIS CORP DEL COM 413875105 247 1706 SH SOLE 0 0 1706 HOME DEPOT INC COM 437076102 1593 8164 SH SOLE 0 0 8164 HUNTINGTON BANCSHARES INC COM 446150104 161 10900 SH SOLE 0 0 10900 INTEL CORP COM 458140100 897 18036 SH SOLE 0 0 18036 INTERNATIONAL BUSINESS MACHS COM 459200101 656 4698 SH SOLE 0 0 4698 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 460 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T DWA FINL MUMT 46137V860 224 6431 SH SOLE 0 0 6431 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 232 3855 SH SOLE 0 0 3855 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 678 12256 SH SOLE 0 0 12256 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 259 4320 SH SOLE 0 0 4320 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 297 2918 SH SOLE 0 0 2918 INVESCO EXCHNG TRADED FD TR DWA DEV MKTS 46138E875 254 9241 SH SOLE 0 0 9241 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 312 9695 SH SOLE 0 0 9695 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 546 11517 SH SOLE 0 0 11517 ISHARES INC CORE MSCI EMKT 46434G103 2469 47024 SH SOLE 0 0 47024 ISHARES SILVER TRUST ISHARES 46428Q109 606 40000 SH SOLE 0 0 40000 ISHARES TR 0-5YR HI YL CP 46434V407 300 6442 SH SOLE 0 0 6442 ISHARES TR 1 3 YR CR BD ETF 464288646 810 7806 SH SOLE 0 0 7806 ISHARES TR CORE HIGH DV ETF 46429B663 1107 13020 SH SOLE 0 0 13020 ISHARES TR CORE MSCI EAFE 46432F842 213 3366 SH SOLE 0 0 3366 ISHARES TR CORE S&P MCP ETF 464287507 3410 17506 SH SOLE 0 0 17506 ISHARES TR CORE S&P SCP ETF 464287804 255 3053 SH SOLE 0 0 3053 ISHARES TR CORE S&P500 ETF 464287200 4108 15043 SH SOLE 0 0 15043 ISHARES TR INTRMD CR BD ETF 464288638 4356 40998 SH SOLE 0 0 40998 ISHARES TR JPMORGAN USD EMG 464288281 289 2709 SH SOLE 0 0 2709 ISHARES TR MIN VOL EAFE ETF 46429B689 247 3466 SH SOLE 0 0 3466 ISHARES TR MIN VOL USA ETF 46429B697 587 11042 SH SOLE 0 0 11042 ISHARES TR MSCI EAFE ETF 464287465 3643 54398 SH SOLE 0 0 54398 ISHARES TR RUS 1000 GRW ETF 464287614 3727 25917 SH SOLE 0 0 25917 ISHARES TR RUS 1000 VAL ETF 464287598 4081 33626 SH SOLE 0 0 33626 ISHARES TR RUS 2000 GRW ETF 464287648 2279 11152 SH SOLE 0 0 11152 ISHARES TR RUS 2000 VAL ETF 464287630 4603 34890 SH SOLE 0 0 34890 ISHARES TR RUS MD CP GR ETF 464287481 1752 13825 SH SOLE 0 0 13825 ISHARES TR RUS MDCP VAL ETF 464287473 2908 32859 SH SOLE 0 0 32859 ISHARES TR RUS MID CAP ETF 464287499 327 1543 SH SOLE 0 0 1543 ISHARES TR RUSSELL 2000 ETF 464287655 1033 6307 SH SOLE 0 0 6307 ISHARES TR S&P 500 GRWT ETF 464287309 1733 10656 SH SOLE 0 0 10656 ISHARES TR S&P 500 VAL ETF 464287408 1504 13653 SH SOLE 0 0 13653 ISHARES TR U.S. ENERGY ETF 464287796 1822 43450 SH SOLE 0 0 43450 JACOBS ENGR GROUP INC DEL COM 469814107 244 3848 SH SOLE 0 0 3848 JOHNSON & JOHNSON COM 478160104 1966 16199 SH SOLE 0 0 16199 JPMORGAN CHASE & CO COM 46625H100 2033 19514 SH SOLE 0 0 19514 KEYCORP NEW COM 493267108 306 15651 SH SOLE 0 0 15651 KIMBERLY CLARK CORP COM 494368103 220 2089 SH SOLE 0 0 2089 LILLY ELI & CO COM 532457108 537 6289 SH SOLE 0 0 6289 LOCKHEED MARTIN CORP COM 539830109 522 1767 SH SOLE 0 0 1767 LOWES COS INC COM 548661107 347 3631 SH SOLE 0 0 3631 MARATHON PETE CORP COM 56585A102 351 5009 SH SOLE 0 0 5009 MCDONALDS CORP COM 580135101 392 2501 SH SOLE 0 0 2501 MEDTRONIC PLC SHS G5960L103 298 3481 SH SOLE 0 0 3481 MERCK & CO INC COM 58933Y105 468 7710 SH SOLE 0 0 7710 MICROSOFT CORP COM 594918104 3251 32972 SH SOLE 0 0 32972 NEXTERA ENERGY INC COM 65339F101 328 1963 SH SOLE 0 0 1963 NORFOLK SOUTHERN CORP COM 655844108 255 1691 SH SOLE 0 0 1691 OLD REP INTL CORP COM 680223104 265 13294 SH SOLE 0 0 13294 ORACLE CORP COM 68389X105 700 15884 SH SOLE 0 0 15884 PEOPLES BANCORP INC COM 709789101 377 9985 SH SOLE 0 0 9985 PEPSICO INC COM 713448108 707 6492 SH SOLE 0 0 6492 PFIZER INC COM 717081103 1123 30941 SH SOLE 0 0 30941 PHILIP MORRIS INTL INC COM 718172109 260 3225 SH SOLE 0 0 3225 PHILLIPS 66 COM 718546104 256 2277 SH SOLE 0 0 2277 PIMCO CORPORATE & INCOME OPP COM 72201B101 190 10854 SH SOLE 0 0 10854 PNC FINL SVCS GROUP INC COM 693475105 281 2080 SH SOLE 0 0 2080 PPG INDS INC COM 693506107 261 2519 SH SOLE 0 0 2519 PRICE T ROWE GROUP INC COM 74144T108 413 3559 SH SOLE 0 0 3559 PROCTER AND GAMBLE CO COM 742718109 896 11477 SH SOLE 0 0 11477 PROGRESSIVE CORP OHIO COM 743315103 296 5010 SH SOLE 0 0 5010 QUALCOMM INC COM 747525103 200 3566 SH SOLE 0 0 3566 RAYMOND JAMES FINANCIAL INC COM 754730109 299 3345 SH SOLE 0 0 3345 SCHLUMBERGER LTD COM 806857108 260 3876 SH SOLE 0 0 3876 SELECT BANCORP INC NEW COM 81617L108 161 11926 SH SOLE 0 0 11926 SELECT SECTOR SPDR TR ENERGY 81369Y506 224 2948 SH SOLE 0 0 2948 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1760 33868 SH SOLE 0 0 33868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 935 19445 SH SOLE 0 0 19445 SPDR S&P 500 ETF TR TR UNIT 78462F103 1316 4852 SH SOLE 0 0 4852 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3342 36049 SH SOLE 0 0 36049 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1639 37695 SH SOLE 0 0 37695 SUNTRUST BKS INC COM 867914103 255 3860 SH SOLE 0 0 3860 SYSCO CORP COM 871829107 214 3133 SH SOLE 0 0 3133 TARGET CORP COM 87612E106 361 4736 SH SOLE 0 0 4736 TEXAS INSTRS INC COM 882508104 338 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 308 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 421 3200 SH SOLE 0 0 3200 TORONTO DOMINION BK ONT COM NEW 891160509 203 3516 SH SOLE 0 0 3516 UNITED STATES OIL FUND LP UNITS 91232N108 331 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 371 2968 SH SOLE 0 0 2968 UNITEDHEALTH GROUP INC COM 91324P102 365 1486 SH SOLE 0 0 1486 US BANCORP DEL COM NEW 902973304 455 9089 SH SOLE 0 0 9089 V F CORP COM 918204108 258 3160 SH SOLE 0 0 3160 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1042 13318 SH SOLE 0 0 13318 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 308 5638 SH SOLE 0 0 5638 VANGUARD GROUP DIV APP ETF 921908844 273 2686 SH SOLE 0 0 2686 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2740 33642 SH SOLE 0 0 33642 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2427 57503 SH SOLE 0 0 57503 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 206 2938 SH SOLE 0 0 2938 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1124 9739 SH SOLE 0 0 9739 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 408 7030 SH SOLE 0 0 7030 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 235 2225 SH SOLE 0 0 2225 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5220 121685 SH SOLE 0 0 121685 VERIZON COMMUNICATIONS INC COM 92343V104 985 19584 SH SOLE 0 0 19584 VISA INC COM CL A 92826C839 1934 14601 SH SOLE 0 0 14601 VOYA PRIME RATE TR SH BEN INT 92913A100 84 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 994 11610 SH SOLE 0 0 11610 WESTROCK CO COM 96145D105 260 4564 SH SOLE 0 0 4564 YUM BRANDS INC COM 988498101 231 2948 SH SOLE 0 0 2948