0001085146-19-001341.txt : 20190503 0001085146-19-001341.hdr.sgml : 20190503 20190503170304 ACCESSION NUMBER: 0001085146-19-001341 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190503 DATE AS OF CHANGE: 20190503 EFFECTIVENESS DATE: 20190503 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: 19797088 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 03-31-2019 03-31-2019 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 04-23-2019 0 142 138310 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 437 2103 SH SOLE 0 0 2103 ABBOTT LABS COM 002824100 874 10937 SH SOLE 0 0 10937 ABBVIE INC COM 00287Y109 600 7442 SH SOLE 0 0 7442 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 290 1649 SH SOLE 0 0 1649 ADOBE INC COM 00724F101 266 1000 SH SOLE 0 0 1000 AFLAC INC COM 001055102 340 6799 SH SOLE 0 0 6799 ALLSTATE CORP COM 020002101 592 6286 SH SOLE 0 0 6286 ALPHABET INC CAP STK CL C 02079K107 257 219 SH SOLE 0 0 219 ALPS ETF TR ALERIAN MLP 00162Q866 1637 163200 SH SOLE 0 0 163200 AMAZON COM INC COM 023135106 312 175 SH SOLE 0 0 175 AMERICAN ELEC PWR CO INC COM 025537101 1513 18064 SH SOLE 0 0 18064 AMGEN INC COM 031162100 376 1977 SH SOLE 0 0 1977 ANALOG DEVICES INC COM 032654105 318 3023 SH SOLE 0 0 3023 APPLE INC COM 037833100 1023 5384 SH SOLE 0 0 5384 AT&T INC COM 00206R102 764 24355 SH SOLE 0 0 24355 AUTOMATIC DATA PROCESSING IN COM 053015103 1375 8608 SH SOLE 0 0 8608 BANK AMER CORP COM 060505104 283 10244 SH SOLE 0 0 10244 BECTON DICKINSON & CO COM 075887109 332 1330 SH SOLE 0 0 1330 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1037 5162 SH SOLE 0 0 5162 BIOGEN INC COM 09062X103 236 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 2172 5694 SH SOLE 0 0 5694 BRISTOL MYERS SQUIBB CO COM 110122108 888 18607 SH SOLE 0 0 18607 CATERPILLAR INC DEL COM 149123101 783 5778 SH SOLE 0 0 5778 CHEVRON CORP NEW COM 166764100 780 6333 SH SOLE 0 0 6333 CHUBB LIMITED COM H1467J104 251 1790 SH SOLE 0 0 1790 CINCINNATI FINL CORP COM 172062101 415 4831 SH SOLE 0 0 4831 CISCO SYS INC COM 17275R102 1549 28696 SH SOLE 0 0 28696 CLOROX CO DEL COM 189054109 271 1687 SH SOLE 0 0 1687 COCA COLA CO COM 191216100 955 20375 SH SOLE 0 0 20375 COLGATE PALMOLIVE CO COM 194162103 487 7104 SH SOLE 0 0 7104 COSTCO WHSL CORP NEW COM 22160K105 265 1093 SH SOLE 0 0 1093 DANAHER CORPORATION COM 235851102 341 2583 SH SOLE 0 0 2583 DIAGEO P L C SPON ADR NEW 25243Q205 231 1412 SH SOLE 0 0 1412 DISNEY WALT CO COM DISNEY 254687106 1392 12533 SH SOLE 0 0 12533 DNP SELECT INCOME FD COM 23325P104 162 14070 SH SOLE 0 0 14070 DOWDUPONT INC COM 26078J100 1149 21548 SH SOLE 0 0 21548 DTE ENERGY CO COM 233331107 288 2310 SH SOLE 0 0 2310 ENBRIDGE INC COM 29250N105 504 13905 SH SOLE 0 0 13905 EXXON MOBIL CORP COM 30231G102 1105 13680 SH SOLE 0 0 13680 FACTSET RESH SYS INC COM 303075105 209 840 SH SOLE 0 0 840 FARMERS NATL BANC CORP COM 309627107 250 18103 SH SOLE 0 0 18103 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 306 7326 SH SOLE 0 0 7326 HARRIS CORP DEL COM 413875105 276 1727 SH SOLE 0 0 1727 HOME DEPOT INC COM 437076102 1551 8082 SH SOLE 0 0 8082 HUNTINGTON BANCSHARES INC COM 446150104 130 10287 SH SOLE 0 0 10287 ILLINOIS TOOL WKS INC COM 452308109 205 1430 SH SOLE 0 0 1430 INTEL CORP COM 458140100 966 17981 SH SOLE 0 0 17981 INTERNATIONAL BUSINESS MACHS COM 459200101 639 4528 SH SOLE 0 0 4528 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 413 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 243 3971 SH SOLE 0 0 3971 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 715 12620 SH SOLE 0 0 12620 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 255 3768 SH SOLE 0 0 3768 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 276 2646 SH SOLE 0 0 2646 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 233 7098 SH SOLE 0 0 7098 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 601 11414 SH SOLE 0 0 11414 ISHARES INC CORE MSCI EMKT 46434G103 2581 49903 SH SOLE 0 0 49903 ISHARES SILVER TRUST ISHARES 46428Q109 567 40000 SH SOLE 0 0 40000 ISHARES TR 0-5 YR TIPS ETF 46429B747 461 4627 SH SOLE 0 0 4627 ISHARES TR 0-5YR HI YL CP 46434V407 404 8642 SH SOLE 0 0 8642 ISHARES TR CORE DIV GRWTH 46434V621 220 5990 SH SOLE 0 0 5990 ISHARES TR CORE HIGH DV ETF 46429B663 1292 13852 SH SOLE 0 0 13852 ISHARES TR CORE MSCI EAFE 46432F842 1635 26905 SH SOLE 0 0 26905 ISHARES TR CORE S&P MCP ETF 464287507 2896 15288 SH SOLE 0 0 15288 ISHARES TR CORE S&P SCP ETF 464287804 222 2873 SH SOLE 0 0 2873 ISHARES TR CORE S&P TTL STK 464287150 1967 30547 SH SOLE 0 0 30547 ISHARES TR CORE S&P500 ETF 464287200 4198 14753 SH SOLE 0 0 14753 ISHARES TR INTRM TR CRP ETF 464288638 3525 63937 SH SOLE 0 0 63937 ISHARES TR MIN VOL EAFE ETF 46429B689 252 3506 SH SOLE 0 0 3506 ISHARES TR MIN VOL USA ETF 46429B697 658 11191 SH SOLE 0 0 11191 ISHARES TR MSCI EAFE ETF 464287465 3791 58450 SH SOLE 0 0 58450 ISHARES TR NATIONAL MUN ETF 464288414 266 2392 SH SOLE 0 0 2392 ISHARES TR RUS 1000 GRW ETF 464287614 3937 26010 SH SOLE 0 0 26010 ISHARES TR RUS 1000 VAL ETF 464287598 4193 33958 SH SOLE 0 0 33958 ISHARES TR RUS 2000 GRW ETF 464287648 2323 11813 SH SOLE 0 0 11813 ISHARES TR RUS 2000 VAL ETF 464287630 4032 33627 SH SOLE 0 0 33627 ISHARES TR RUS MD CP GR ETF 464287481 2041 15043 SH SOLE 0 0 15043 ISHARES TR RUS MDCP VAL ETF 464287473 3083 35490 SH SOLE 0 0 35490 ISHARES TR RUS MID CAP ETF 464287499 339 6280 SH SOLE 0 0 6280 ISHARES TR RUSSELL 2000 ETF 464287655 652 4261 SH SOLE 0 0 4261 ISHARES TR S&P 500 GRWT ETF 464287309 1772 10280 SH SOLE 0 0 10280 ISHARES TR S&P 500 VAL ETF 464287408 1527 13540 SH SOLE 0 0 13540 ISHARES TR SH TR CRPORT ETF 464288646 1526 28900 SH SOLE 0 0 28900 ISHARES TR TIPS BD ETF 464287176 249 2205 SH SOLE 0 0 2205 ISHARES TR U.S. ENERGY ETF 464287796 1796 49850 SH SOLE 0 0 49850 JOHNSON & JOHNSON COM 478160104 1332 9527 SH SOLE 0 0 9527 JPMORGAN CHASE & CO COM 46625H100 2144 21178 SH SOLE 0 0 21178 KEYCORP NEW COM 493267108 246 15597 SH SOLE 0 0 15597 KIMBERLY CLARK CORP COM 494368103 263 2120 SH SOLE 0 0 2120 LILLY ELI & CO COM 532457108 819 6309 SH SOLE 0 0 6309 LOCKHEED MARTIN CORP COM 539830109 528 1758 SH SOLE 0 0 1758 LOWES COS INC COM 548661107 399 3645 SH SOLE 0 0 3645 MCDONALDS CORP COM 580135101 483 2544 SH SOLE 0 0 2544 MEDTRONIC PLC SHS G5960L103 310 3406 SH SOLE 0 0 3406 MERCK & CO INC COM 58933Y105 647 7776 SH SOLE 0 0 7776 MICROSOFT CORP COM 594918104 3774 31999 SH SOLE 0 0 31999 NEXTERA ENERGY INC COM 65339F101 506 2620 SH SOLE 0 0 2620 NORFOLK SOUTHERN CORP COM 655844108 320 1713 SH SOLE 0 0 1713 OLD REP INTL CORP COM 680223104 275 13129 SH SOLE 0 0 13129 ORACLE CORP COM 68389X105 848 15796 SH SOLE 0 0 15796 PAYCHEX INC COM 704326107 228 2844 SH SOLE 0 0 2844 PEOPLES BANCORP INC COM 709789101 268 8652 SH SOLE 0 0 8652 PEPSICO INC COM 713448108 821 6696 SH SOLE 0 0 6696 PFIZER INC COM 717081103 1450 34137 SH SOLE 0 0 34137 PHILIP MORRIS INTL INC COM 718172109 223 2525 SH SOLE 0 0 2525 PHILLIPS 66 COM 718546104 207 2170 SH SOLE 0 0 2170 PIMCO CORPORATE & INCOME OPP COM 72201B101 190 10854 SH SOLE 0 0 10854 PPG INDS INC COM 693506107 271 2399 SH SOLE 0 0 2399 PROCTER AND GAMBLE CO COM 742718109 1209 11623 SH SOLE 0 0 11623 PROGRESSIVE CORP OHIO COM 743315103 309 4284 SH SOLE 0 0 4284 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 213 2321 SH SOLE 0 0 2321 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2175 37396 SH SOLE 0 0 37396 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 741 14813 SH SOLE 0 0 14813 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 832 21887 SH SOLE 0 0 21887 SPDR S&P 500 ETF TR TR UNIT 78462F103 1410 4991 SH SOLE 0 0 4991 SPDR SER TR NUVEEN BLMBRG SR 78468R739 294 6074 SH SOLE 0 0 6074 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3947 39704 SH SOLE 0 0 39704 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1609 37695 SH SOLE 0 0 37695 SYSCO CORP COM 871829107 212 3174 SH SOLE 0 0 3174 TEXAS INSTRS INC COM 882508104 325 3065 SH SOLE 0 0 3065 THERMO FISHER SCIENTIFIC INC COM 883556102 407 1485 SH SOLE 0 0 1485 TIFFANY & CO NEW COM 886547108 338 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 236 5400 SH SOLE 0 0 5400 UNITED STATES OIL FUND LP UNITS 91232N108 275 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 398 3087 SH SOLE 0 0 3087 UNITEDHEALTH GROUP INC COM 91324P102 320 1292 SH SOLE 0 0 1292 US BANCORP DEL COM NEW 902973304 320 6645 SH SOLE 0 0 6645 V F CORP COM 918204108 279 3211 SH SOLE 0 0 3211 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1284 16129 SH SOLE 0 0 16129 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 468 8399 SH SOLE 0 0 8399 VANGUARD GROUP DIV APP ETF 921908844 299 2729 SH SOLE 0 0 2729 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1963 22585 SH SOLE 0 0 22585 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2402 56517 SH SOLE 0 0 56517 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1252 12021 SH SOLE 0 0 12021 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 370 6214 SH SOLE 0 0 6214 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 246 2280 SH SOLE 0 0 2280 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5751 140703 SH SOLE 0 0 140703 VERIZON COMMUNICATIONS INC COM 92343V104 1488 25166 SH SOLE 0 0 25166 VISA INC COM CL A 92826C839 2144 13726 SH SOLE 0 0 13726 VOYA PRIME RATE TR SH BEN INT 92913A100 80 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1107 11350 SH SOLE 0 0 11350 WEC ENERGY GROUP INC COM 92939U106 235 2974 SH SOLE 0 0 2974 YUM BRANDS INC COM 988498101 297 2976 SH SOLE 0 0 2976