0001085146-19-000161.txt : 20190115 0001085146-19-000161.hdr.sgml : 20190115 20190115164828 ACCESSION NUMBER: 0001085146-19-000161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190115 DATE AS OF CHANGE: 20190115 EFFECTIVENESS DATE: 20190115 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: 19527484 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 false false 0001050068 XXXXXXXX 12-31-2018 12-31-2018 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 01-14-2019 0 130 118503 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 398 2091 SH SOLE 0 0 2091 ABBOTT LABS COM 002824100 475 6570 SH SOLE 0 0 6570 ABBVIE INC COM 00287Y109 693 7518 SH SOLE 0 0 7518 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 233 1649 SH SOLE 0 0 1649 ADOBE INC COM 00724F101 226 1000 SH SOLE 0 0 1000 AFLAC INC COM 001055102 308 6768 SH SOLE 0 0 6768 ALLSTATE CORP COM 020002101 519 6282 SH SOLE 0 0 6282 ALPHABET INC CAP STK CL C 02079K107 227 219 SH SOLE 0 0 219 ALPS ETF TR ALERIAN MLP 00162Q866 1418 162400 SH SOLE 0 0 162400 AMAZON COM INC COM 023135106 413 275 SH SOLE 0 0 275 AMERICAN ELEC PWR INC COM 025537101 1013 13558 SH SOLE 0 0 13558 AMGEN INC COM 031162100 395 2028 SH SOLE 0 0 2028 ANALOG DEVICES INC COM 032654105 258 3009 SH SOLE 0 0 3009 APPLE INC COM 037833100 888 5626 SH SOLE 0 0 5626 AT&T INC COM 00206R102 689 24156 SH SOLE 0 0 24156 AUTOMATIC DATA PROCESSING IN COM 053015103 1127 8596 SH SOLE 0 0 8596 BANK AMER CORP COM 060505104 252 10224 SH SOLE 0 0 10224 BECTON DICKINSON & CO COM 075887109 299 1326 SH SOLE 0 0 1326 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1042 5102 SH SOLE 0 0 5102 BIOGEN INC COM 09062X103 331 1100 SH SOLE 0 0 1100 BOEING CO COM 097023105 1804 5593 SH SOLE 0 0 5593 BRISTOL MYERS SQUIBB CO COM 110122108 991 19062 SH SOLE 0 0 19062 CATERPILLAR INC DEL COM 149123101 812 6392 SH SOLE 0 0 6392 CHEVRON CORP NEW COM 166764100 699 6428 SH SOLE 0 0 6428 CHUBB LIMITED COM H1467J104 230 1781 SH SOLE 0 0 1781 CINCINNATI FINL CORP COM 172062101 374 4831 SH SOLE 0 0 4831 CISCO SYS INC COM 17275R102 1235 28510 SH SOLE 0 0 28510 CLOROX CO DEL COM 189054109 259 1682 SH SOLE 0 0 1682 COCA COLA CO COM 191216100 965 20375 SH SOLE 0 0 20375 COLGATE PALMOLIVE CO COM 194162103 341 5723 SH SOLE 0 0 5723 COSTCO WHSL CORP NEW COM 22160K105 222 1091 SH SOLE 0 0 1091 DANAHER CORP DEL COM 235851102 266 2582 SH SOLE 0 0 2582 DIAGEO P L C SPON ADR NEW 25243Q205 200 1412 SH SOLE 0 0 1412 DISNEY WALT CO COM DISNEY 254687106 1355 12361 SH SOLE 0 0 12361 DNP SELECT INCOME FD COM 23325P104 146 14070 SH SOLE 0 0 14070 DOWDUPONT INC COM 26078J100 1088 20348 SH SOLE 0 0 20348 DTE ENERGY CO COM 233331107 232 2107 SH SOLE 0 0 2107 ENBRIDGE INC COM 29250N105 396 12746 SH SOLE 0 0 12746 EXXON MOBIL CORP COM 30231G102 943 13834 SH SOLE 0 0 13834 FARMERS NATL BANC CORP COM 309627107 231 18098 SH SOLE 0 0 18098 FORD MTR CO DEL COM PAR $0.01 345370860 122 16000 SH SOLE 0 0 16000 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 269 7044 SH SOLE 0 0 7044 HARRIS CORP DEL COM 413875105 232 1720 SH SOLE 0 0 1720 HOME DEPOT INC COM 437076102 1402 8159 SH SOLE 0 0 8159 INTEL CORP COM 458140100 842 17950 SH SOLE 0 0 17950 INTERNATIONAL BUSINESS MACHS COM 459200101 484 4254 SH SOLE 0 0 4254 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 377 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 269 2940 SH SOLE 0 0 2940 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 236 4481 SH SOLE 0 0 4481 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 586 12087 SH SOLE 0 0 12087 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 206 4042 SH SOLE 0 0 4042 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 216 7247 SH SOLE 0 0 7247 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 491 10522 SH SOLE 0 0 10522 ISHARES INC CORE MSCI EMKT 46434G103 2364 50128 SH SOLE 0 0 50128 ISHARES SILVER TRUST ISHARES 46428Q109 581 40000 SH SOLE 0 0 40000 ISHARES TR CORE S&P TTL STK 464287150 1481 26087 SH SOLE 0 0 26087 ISHARES TR TIPS BD ETF 464287176 520 4750 SH SOLE 0 0 4750 ISHARES TR CORE S&P500 ETF 464287200 3803 15114 SH SOLE 0 0 15114 ISHARES TR S&P 500 GRWT ETF 464287309 1549 10280 SH SOLE 0 0 10280 ISHARES TR S&P 500 VAL ETF 464287408 1372 13565 SH SOLE 0 0 13565 ISHARES TR MSCI EAFE ETF 464287465 3271 55650 SH SOLE 0 0 55650 ISHARES TR RUS MDCP VAL ETF 464287473 2514 32928 SH SOLE 0 0 32928 ISHARES TR RUS MD CP GR ETF 464287481 1566 13774 SH SOLE 0 0 13774 ISHARES TR RUS MID CAP ETF 464287499 291 6259 SH SOLE 0 0 6259 ISHARES TR CORE S&P MCP ETF 464287507 2600 15660 SH SOLE 0 0 15660 ISHARES TR RUS 1000 VAL ETF 464287598 3673 33078 SH SOLE 0 0 33078 ISHARES TR RUS 1000 GRW ETF 464287614 3313 25310 SH SOLE 0 0 25310 ISHARES TR RUS 2000 VAL ETF 464287630 3499 32537 SH SOLE 0 0 32537 ISHARES TR RUS 2000 GRW ETF 464287648 1883 11208 SH SOLE 0 0 11208 ISHARES TR RUSSELL 2000 ETF 464287655 667 4980 SH SOLE 0 0 4980 ISHARES TR U.S. ENERGY ETF 464287796 1354 43450 SH SOLE 0 0 43450 ISHARES TR JPMORGAN USD EMG 464288281 242 2329 SH SOLE 0 0 2329 ISHARES TR INTRM TR CRP ETF 464288638 3602 68710 SH SOLE 0 0 68710 ISHARES TR SH TR CRPORT ETF 464288646 1320 25555 SH SOLE 0 0 25555 ISHARES TR CORE HIGH DV ETF 46429B663 1183 14022 SH SOLE 0 0 14022 ISHARES TR MIN VOL EAFE ETF 46429B689 234 3506 SH SOLE 0 0 3506 ISHARES TR MIN VOL USA ETF 46429B697 585 11156 SH SOLE 0 0 11156 ISHARES TR CORE MSCI EAFE 46432F842 1361 24744 SH SOLE 0 0 24744 ISHARES TR 0-5YR HI YL CP 46434V407 315 7081 SH SOLE 0 0 7081 JOHNSON & JOHNSON COM 478160104 1227 9509 SH SOLE 0 0 9509 JPMORGAN CHASE & CO COM 46625H100 2091 21416 SH SOLE 0 0 21416 KEYCORP NEW COM 493267108 234 15853 SH SOLE 0 0 15853 KIMBERLY CLARK CORP COM 494368103 240 2109 SH SOLE 0 0 2109 LILLY ELI & CO COM 532457108 729 6302 SH SOLE 0 0 6302 LOCKHEED MARTIN CORP COM 539830109 512 1955 SH SOLE 0 0 1955 LOWES COS INC COM 548661107 335 3631 SH SOLE 0 0 3631 MCDONALDS CORP COM 580135101 464 2615 SH SOLE 0 0 2615 MEDTRONIC PLC SHS G5960L103 319 3511 SH SOLE 0 0 3511 MERCK & CO INC COM 58933Y105 592 7754 SH SOLE 0 0 7754 MICROSOFT CORP COM 594918104 3268 32179 SH SOLE 0 0 32179 NEXTERA ENERGY INC COM 65339F101 468 2691 SH SOLE 0 0 2691 NORFOLK SOUTHERN CORP COM 655844108 255 1705 SH SOLE 0 0 1705 OLD REP INTL CORP COM 680223104 270 13117 SH SOLE 0 0 13117 ORACLE CORP COM 68389X105 713 15792 SH SOLE 0 0 15792 PEOPLES BANCORP INC COM 709789101 260 8652 SH SOLE 0 0 8652 PEPSICO INC COM 713448108 726 6571 SH SOLE 0 0 6571 PFIZER INC COM 717081103 1450 33228 SH SOLE 0 0 33228 PIMCO CORPORATE & INCOME OPP COM 72201B101 167 10854 SH SOLE 0 0 10854 PPG INDS INC COM 693506107 259 2537 SH SOLE 0 0 2537 PROCTER AND GAMBLE CO COM 742718109 1065 11589 SH SOLE 0 0 11589 PROGRESSIVE CORP OHIO COM 743315103 272 4510 SH SOLE 0 0 4510 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 200 2309 SH SOLE 0 0 2309 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1974 37296 SH SOLE 0 0 37296 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 741 16746 SH SOLE 0 0 16746 SPDR S&P 500 ETF TR TR UNIT 78462F103 1207 4831 SH SOLE 0 0 4831 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1491 37695 SH SOLE 0 0 37695 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3129 34953 SH SOLE 0 0 34953 TEXAS INSTRS INC COM 882508104 290 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 332 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 258 3200 SH SOLE 0 0 3200 UNITED STATES OIL FUND LP UNITS 91232N108 213 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 327 3071 SH SOLE 0 0 3071 UNITEDHEALTH GROUP INC COM 91324P102 322 1292 SH SOLE 0 0 1292 US BANCORP DEL COM NEW 902973304 303 6640 SH SOLE 0 0 6640 V F CORP COM 918204108 228 3194 SH SOLE 0 0 3194 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1129 14367 SH SOLE 0 0 14367 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 337 6219 SH SOLE 0 0 6219 VANGUARD GROUP DIV APP ETF 921908844 267 2729 SH SOLE 0 0 2729 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1889 25337 SH SOLE 0 0 25337 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 377 7195 SH SOLE 0 0 7195 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 961 10149 SH SOLE 0 0 10149 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2043 53620 SH SOLE 0 0 53620 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 220 2268 SH SOLE 0 0 2268 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4585 123588 SH SOLE 0 0 123588 VERIZON COMMUNICATIONS INC COM 92343V104 1376 24469 SH SOLE 0 0 24469 VISA INC COM CL A 92826C839 1894 14352 SH SOLE 0 0 14352 VOYA PRIME RATE TR SH BEN INT 92913A100 75 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1075 11536 SH SOLE 0 0 11536 WEC ENERGY GROUP INC COM 92939U106 205 2961 SH SOLE 0 0 2961 YUM BRANDS INC COM 988498101 271 2949 SH SOLE 0 0 2949