0001085146-18-002427.txt : 20181029 0001085146-18-002427.hdr.sgml : 20181029 20181029164253 ACCESSION NUMBER: 0001085146-18-002427 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181029 DATE AS OF CHANGE: 20181029 EFFECTIVENESS DATE: 20181029 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-16440 FILM NUMBER: 181144664 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001050068 XXXXXXXX 09-30-2018 09-30-2018 true 1 RESTATEMENT 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 10-29-2018 0 120 180089 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 620 6552 SH SOLE 0 0 6552 AFLAC INC COM 001055102 1125 6737 SH SOLE 0 0 6737 ALPS ETF TR ALERIAN MLP 00162Q866 26757 162400 SH SOLE 0 0 162400 ALTRIA GROUP INC COM 02209S103 4246 2120 SH SOLE 0 0 2120 AMERICAN ELEC PWR INC COM 025537101 207 13538 SH SOLE 0 0 13538 ANNALY CAP MGMT INC COM 035710409 205 1096 SH SOLE 0 0 1096 APPLE INC COM 037833100 454 5406 SH SOLE 0 0 5406 AT&T INC COM 00206R102 3594 23856 SH SOLE 0 0 23856 AUTOMATIC DATA PROCESSING IN COM 053015103 1921 10606 SH SOLE 0 0 10606 BANK AMER CORP COM 060505104 284 10951 SH SOLE 0 0 10951 BIG LOTS INC COM 089302103 351 994 SH SOLE 0 0 994 BOEING CO COM 097023105 283 5693 SH SOLE 0 0 5693 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 318 1107 SH SOLE 0 0 1107 BRISTOL MYERS SQUIBB CO COM 110122108 1275 19018 SH SOLE 0 0 19018 CATERPILLAR INC DEL COM 149123101 396 6885 SH SOLE 0 0 6885 CHESAPEAKE ENERGY CORP COM 165167107 391 3200 SH SOLE 0 0 3200 CINCINNATI FINL CORP COM 172062101 492 4831 SH SOLE 0 0 4831 CISCO SYS INC COM 17275R102 766 28527 SH SOLE 0 0 28527 COCA COLA CO COM 191216100 396 20283 SH SOLE 0 0 20283 DISNEY WALT CO COM DISNEY 254687106 0 12361 SH SOLE 0 0 12361 DNP SELECT INCOME FD COM 23325P104 205 15370 SH SOLE 0 0 15370 DOWDUPONT INC COM 26078J100 310 21000 SH SOLE 0 0 21000 EASTMAN CHEM CO COM 277432100 447 5159 SH SOLE 0 0 5159 EXELON CORP COM 30161N101 212 2234 SH SOLE 0 0 2234 EXXON MOBIL CORP COM 30231G102 394 13812 SH SOLE 0 0 13812 FARMERS NATL BANC CORP COM 309627107 2074 18094 SH SOLE 0 0 18094 FIRST TR EXCHANGE TRADED FD DORSEY WRIGHT 33738R886 1211 8559 SH SOLE 0 0 8559 FIRSTENERGY CORP COM 337932107 216 2474 SH SOLE 0 0 2474 FORD MTR CO DEL COM PAR $0.01 345370860 1425 16004 SH SOLE 0 0 16004 GENERAL ELECTRIC CO COM 369604103 404 9411 SH SOLE 0 0 9411 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 231 7013 SH SOLE 0 0 7013 HALLIBURTON CO COM 406216101 249 2326 SH SOLE 0 0 2326 HOME DEPOT INC COM 437076102 451 8180 SH SOLE 0 0 8180 HUNTINGTON BANCSHARES INC COM 446150104 246 9562 SH SOLE 0 0 9562 INTEL CORP COM 458140100 2755 18218 SH SOLE 0 0 18218 INTERNATIONAL BUSINESS MACHS COM 459200101 231 4708 SH SOLE 0 0 4708 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 471 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 232 3890 SH SOLE 0 0 3890 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 1415 12086 SH SOLE 0 0 12086 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 279 4354 SH SOLE 0 0 4354 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 258 2937 SH SOLE 0 0 2937 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 399 1910 SH SOLE 0 0 1910 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 1604 9704 SH SOLE 0 0 9704 INVESCO EXCHNG TRADED FD TR S&P SMLCP FINL 46138E156 437 3112 SH SOLE 0 0 3112 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 1386 11521 SH SOLE 0 0 11521 ISHARES INC CORE MSCI EMKT 46434G103 2850 47262 SH SOLE 0 0 47262 ISHARES SILVER TRUST ISHARES 46428Q109 4425 40000 SH SOLE 0 0 40000 ISHARES TR 0-5YR HI YL CP 46434V407 592 7123 SH SOLE 0 0 7123 ISHARES TR CORE HIGH DV ETF 46429B663 700 13393 SH SOLE 0 0 13393 ISHARES TR CORE MSCI TOTAL 46432F834 303 1036 SH SOLE 0 0 1036 ISHARES TR CORE S&P MCP ETF 464287507 1599 18328 SH SOLE 0 0 18328 ISHARES TR CORE S&P SCP ETF 464287804 322 3054 SH SOLE 0 0 3054 ISHARES TR CORE S&P500 ETF 464287200 3198 15890 SH SOLE 0 0 15890 ISHARES TR IBONDS SEP2020 46434V571 341 3950 SH SOLE 0 0 3950 ISHARES TR INTRM TR CRP ETF 464288638 3015 92402 SH SOLE 0 0 92402 ISHARES TR JPMORGAN USD EMG 464288281 294 2743 SH SOLE 0 0 2743 ISHARES TR MIN VOL EAFE ETF 46429B689 206 3466 SH SOLE 0 0 3466 ISHARES TR MIN VOL USA ETF 46429B697 127 11082 SH SOLE 0 0 11082 ISHARES TR MSCI EAFE ETF 464287465 10243 55350 SH SOLE 0 0 55350 ISHARES TR RUS 1000 GRW ETF 464287614 3354 26490 SH SOLE 0 0 26490 ISHARES TR RUS 1000 VAL ETF 464287598 5815 34503 SH SOLE 0 0 34503 ISHARES TR RUS 2000 GRW ETF 464287648 1492 11221 SH SOLE 0 0 11221 ISHARES TR RUS 2000 VAL ETF 464287630 7992 36243 SH SOLE 0 0 36243 ISHARES TR RUS MD CP GR ETF 464287481 1261 13971 SH SOLE 0 0 13971 ISHARES TR RUS MDCP VAL ETF 464287473 5872 33142 SH SOLE 0 0 33142 ISHARES TR RUS MID CAP ETF 464287499 210 1549 SH SOLE 0 0 1549 ISHARES TR RUSSELL 2000 ETF 464287655 1354 6296 SH SOLE 0 0 6296 ISHARES TR S&P 500 GRWT ETF 464287309 1221 10539 SH SOLE 0 0 10539 ISHARES TR S&P 500 VAL ETF 464287408 3160 13565 SH SOLE 0 0 13565 ISHARES TR SH TR CRPORT ETF 464288646 237 17225 SH SOLE 0 0 17225 ISHARES TR U.S. ENERGY ETF 464287796 9884 43450 SH SOLE 0 0 43450 JOHNSON & JOHNSON COM 478160104 568 16225 SH SOLE 0 0 16225 JPMORGAN CHASE & CO COM 46625H100 561 21950 SH SOLE 0 0 21950 KEYCORP NEW COM 493267108 1897 16694 SH SOLE 0 0 16694 LILLY ELI & CO COM 532457108 482 6296 SH SOLE 0 0 6296 MANULIFE FINL CORP COM 56501R106 515 430 SH SOLE 0 0 430 MAXIM INTEGRATED PRODS INC COM 57772K101 314 1876 SH SOLE 0 0 1876 MCDONALDS CORP COM 580135101 346 2608 SH SOLE 0 0 2608 MEDTRONIC PLC SHS G5960L103 248 3497 SH SOLE 0 0 3497 MERCK & CO INC COM 58933Y105 370 7733 SH SOLE 0 0 7733 MICROSOFT CORP COM 594918104 3207 32489 SH SOLE 0 0 32489 OLD REP INTL CORP COM 680223104 888 13105 SH SOLE 0 0 13105 ORACLE CORP COM 68389X105 520 15888 SH SOLE 0 0 15888 PAYCHEX INC COM 704326107 247 2807 SH SOLE 0 0 2807 PEOPLES BANCORP INC COM 709789101 257 9985 SH SOLE 0 0 9985 PEPSICO INC COM 713448108 290 6571 SH SOLE 0 0 6571 PFIZER INC COM 717081103 790 32688 SH SOLE 0 0 32688 PHILIP MORRIS INTL INC COM 718172109 270 2718 SH SOLE 0 0 2718 PIMCO CORPORATE & INCOME OPP COM 72201B101 95 10854 SH SOLE 0 0 10854 PPG INDS INC COM 693506107 406 2528 SH SOLE 0 0 2528 PROCTER AND GAMBLE CO COM 742718109 6 11567 SH SOLE 0 0 11567 PROGRESSIVE CORP OHIO COM 743315103 328 4910 SH SOLE 0 0 4910 RAYMOND JAMES FINANCIAL INC COM 754730109 691 3346 SH SOLE 0 0 3346 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 887 33868 SH SOLE 0 0 33868 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 2387 21173 SH SOLE 0 0 21173 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 208 3873 SH SOLE 0 0 3873 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1440 3919 SH SOLE 0 0 3919 SPDR S&P 500 ETF TR TR UNIT 78462F103 332 4857 SH SOLE 0 0 4857 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1156 36050 SH SOLE 0 0 36050 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 4558 37695 SH SOLE 0 0 37695 SUNTRUST BKS INC COM 867914103 283 3863 SH SOLE 0 0 3863 SYSCO CORP COM 871829107 360 3146 SH SOLE 0 0 3146 TIFFANY & CO NEW COM 886547108 300 3200 SH SOLE 0 0 3200 TIMKENSTEEL CORP COM 887399103 934 9046 SH SOLE 0 0 9046 TORONTO DOMINION BK ONT COM NEW 891160509 456 3519 SH SOLE 0 0 3519 UNITED STATES OIL FUND LP UNITS 91232N108 2263 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 793 2982 SH SOLE 0 0 2982 US BANCORP DEL COM NEW 902973304 251 9207 SH SOLE 0 0 9207 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 335 1244 SH SOLE 0 0 1244 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 153 14647 SH SOLE 0 0 14647 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 453 6215 SH SOLE 0 0 6215 VANGUARD GROUP DIV APP ETF 921908844 215 2701 SH SOLE 0 0 2701 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3738 33737 SH SOLE 0 0 33737 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4126 58034 SH SOLE 0 0 58034 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 435 10048 SH SOLE 0 0 10048 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5097 124307 SH SOLE 0 0 124307 VERIZON COMMUNICATIONS INC COM 92343V104 1847 19768 SH SOLE 0 0 19768 VISA INC COM CL A 92826C839 317 14602 SH SOLE 0 0 14602 VOYA PRIME RATE TR SH BEN INT 92913A100 420 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1359 11623 SH SOLE 0 0 11623