0001085146-19-002001.txt : 20190730 0001085146-19-002001.hdr.sgml : 20190730 20190730170549 ACCESSION NUMBER: 0001085146-19-002001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190730 DATE AS OF CHANGE: 20190730 EFFECTIVENESS DATE: 20190730 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: 19986327 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 06-30-2019 06-30-2019 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 07-30-2019 0 151 139488 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 344 1982 SH SOLE 0 0 1982 ABBOTT LABS COM 002824100 922 10960 SH SOLE 0 0 10960 ABBVIE INC COM 00287Y109 603 8295 SH SOLE 0 0 8295 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 307 1660 SH SOLE 0 0 1660 ADOBE INC COM 00724F101 295 1000 SH SOLE 0 0 1000 AFLAC INC COM 001055102 374 6828 SH SOLE 0 0 6828 AIR PRODS & CHEMS INC COM 009158106 222 979 SH SOLE 0 0 979 ALLSTATE CORP COM 020002101 615 6043 SH SOLE 0 0 6043 ALPHABET INC CAP STK CL C 02079K107 240 222 SH SOLE 0 0 222 ALPS ETF TR ALERIAN MLP 00162Q866 1594 161800 SH SOLE 0 0 161800 AMAZON COM INC COM 023135106 462 244 SH SOLE 0 0 244 AMERICAN ELEC PWR CO INC COM 025537101 1759 19986 SH SOLE 0 0 19986 AMGEN INC COM 031162100 354 1922 SH SOLE 0 0 1922 ANALOG DEVICES INC COM 032654105 343 3037 SH SOLE 0 0 3037 APPLE INC COM 037833100 1105 5583 SH SOLE 0 0 5583 AT&T INC COM 00206R102 1114 33247 SH SOLE 0 0 33247 AUTOMATIC DATA PROCESSING IN COM 053015103 1363 8245 SH SOLE 0 0 8245 BANK AMER CORP COM 060505104 274 9460 SH SOLE 0 0 9460 BECTON DICKINSON & CO COM 075887109 336 1334 SH SOLE 0 0 1334 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 834 3912 SH SOLE 0 0 3912 BIOGEN INC COM 09062X103 257 1100 SH SOLE 0 0 1100 BLACKROCK INC COM 09247X101 206 439 SH SOLE 0 0 439 BOEING CO COM 097023105 1814 4983 SH SOLE 0 0 4983 BRISTOL MYERS SQUIBB CO COM 110122108 843 18591 SH SOLE 0 0 18591 CATERPILLAR INC DEL COM 149123101 847 6214 SH SOLE 0 0 6214 CHEVRON CORP NEW COM 166764100 800 6431 SH SOLE 0 0 6431 CHUBB LIMITED COM H1467J104 265 1799 SH SOLE 0 0 1799 CINCINNATI FINL CORP COM 172062101 459 4431 SH SOLE 0 0 4431 CISCO SYS INC COM 17275R102 1504 27478 SH SOLE 0 0 27478 CLOROX CO DEL COM 189054109 259 1691 SH SOLE 0 0 1691 COCA COLA CO COM 191216100 1048 20577 SH SOLE 0 0 20577 COLGATE PALMOLIVE CO COM 194162103 511 7125 SH SOLE 0 0 7125 CORTEVA INC COM 22052L104 206 6963 SH SOLE 0 0 6963 COSTCO WHSL CORP NEW COM 22160K105 255 965 SH SOLE 0 0 965 DANAHER CORPORATION COM 235851102 369 2583 SH SOLE 0 0 2583 DIAGEO P L C SPON ADR NEW 25243Q205 245 1421 SH SOLE 0 0 1421 DISNEY WALT CO COM DISNEY 254687106 1794 12846 SH SOLE 0 0 12846 DNP SELECT INCOME FD COM 23325P104 166 14070 SH SOLE 0 0 14070 DOW INC COM 260557103 343 6963 SH SOLE 0 0 6963 DTE ENERGY CO COM 233331107 302 2362 SH SOLE 0 0 2362 DUPONT DE NEMOURS INC COM 26614N102 523 6963 SH SOLE 0 0 6963 ENBRIDGE INC COM 29250N105 503 13928 SH SOLE 0 0 13928 EXXON MOBIL CORP COM 30231G102 1016 13260 SH SOLE 0 0 13260 FACTSET RESH SYS INC COM 303075105 241 842 SH SOLE 0 0 842 FARMERS NATL BANC CORP COM 309627107 159 10704 SH SOLE 0 0 10704 FORD MTR CO DEL COM 345370860 175 17132 SH SOLE 0 0 17132 GENERAL DYNAMICS CORP COM 369550108 206 1132 SH SOLE 0 0 1132 GENERAL ELECTRIC CO COM 369604103 127 12110 SH SOLE 0 0 12110 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 275 6859 SH SOLE 0 0 6859 HARRIS CORP DEL COM 413875105 328 1732 SH SOLE 0 0 1732 HOME DEPOT INC COM 437076102 1560 7500 SH SOLE 0 0 7500 HUNTINGTON BANCSHARES INC COM 446150104 142 10298 SH SOLE 0 0 10298 ILLINOIS TOOL WKS INC COM 452308109 217 1438 SH SOLE 0 0 1438 INTEL CORP COM 458140100 840 17539 SH SOLE 0 0 17539 INTERNATIONAL BUSINESS MACHS COM 459200101 611 4432 SH SOLE 0 0 4432 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 409 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 237 3579 SH SOLE 0 0 3579 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 653 10820 SH SOLE 0 0 10820 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 248 3407 SH SOLE 0 0 3407 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 274 2539 SH SOLE 0 0 2539 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 240 7098 SH SOLE 0 0 7098 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 600 10909 SH SOLE 0 0 10909 ISHARES INC CORE MSCI EMKT 46434G103 2545 49484 SH SOLE 0 0 49484 ISHARES SILVER TRUST ISHARES 46428Q109 573 40000 SH SOLE 0 0 40000 ISHARES TR 0-5 YR TIPS ETF 46429B747 705 7009 SH SOLE 0 0 7009 ISHARES TR 0-5YR HI YL CP 46434V407 421 9021 SH SOLE 0 0 9021 ISHARES TR CORE DIV GRWTH 46434V621 537 14052 SH SOLE 0 0 14052 ISHARES TR CORE HIGH DV ETF 46429B663 1441 15253 SH SOLE 0 0 15253 ISHARES TR CORE MSCI EAFE 46432F842 1711 27869 SH SOLE 0 0 27869 ISHARES TR CORE S&P MCP ETF 464287507 2949 15180 SH SOLE 0 0 15180 ISHARES TR CORE S&P SCP ETF 464287804 275 3516 SH SOLE 0 0 3516 ISHARES TR CORE S&P TTL STK 464287150 2326 34904 SH SOLE 0 0 34904 ISHARES TR CORE S&P500 ETF 464287200 4346 14745 SH SOLE 0 0 14745 ISHARES TR INTRM TR CRP ETF 464288638 3039 53368 SH SOLE 0 0 53368 ISHARES TR MIN VOL EAFE ETF 46429B689 255 3506 SH SOLE 0 0 3506 ISHARES TR MIN VOL USA ETF 46429B697 691 11191 SH SOLE 0 0 11191 ISHARES TR MSCI EAFE ETF 464287465 3488 53071 SH SOLE 0 0 53071 ISHARES TR NATIONAL MUN ETF 464288414 287 2539 SH SOLE 0 0 2539 ISHARES TR RUS 1000 GRW ETF 464287614 4438 28204 SH SOLE 0 0 28204 ISHARES TR RUS 1000 VAL ETF 464287598 4631 36398 SH SOLE 0 0 36398 ISHARES TR RUS 2000 GRW ETF 464287648 2053 10221 SH SOLE 0 0 10221 ISHARES TR RUS 2000 VAL ETF 464287630 3308 27455 SH SOLE 0 0 27455 ISHARES TR RUS MD CP GR ETF 464287481 2010 14096 SH SOLE 0 0 14096 ISHARES TR RUS MDCP VAL ETF 464287473 3147 35307 SH SOLE 0 0 35307 ISHARES TR RUS MID CAP ETF 464287499 275 4925 SH SOLE 0 0 4925 ISHARES TR RUSSELL 2000 ETF 464287655 602 3873 SH SOLE 0 0 3873 ISHARES TR S&P 500 GRWT ETF 464287309 1869 10428 SH SOLE 0 0 10428 ISHARES TR S&P 500 VAL ETF 464287408 1606 13780 SH SOLE 0 0 13780 ISHARES TR SH TR CRPORT ETF 464288646 1521 28464 SH SOLE 0 0 28464 ISHARES TR TIPS BD ETF 464287176 256 2216 SH SOLE 0 0 2216 ISHARES TR U.S. ENERGY ETF 464287796 1720 49971 SH SOLE 0 0 49971 JOHNSON & JOHNSON COM 478160104 1117 8016 SH SOLE 0 0 8016 JPMORGAN CHASE & CO COM 46625H100 2321 20761 SH SOLE 0 0 20761 KEYCORP NEW COM 493267108 273 15374 SH SOLE 0 0 15374 KIMBERLY CLARK CORP COM 494368103 280 2104 SH SOLE 0 0 2104 LILLY ELI & CO COM 532457108 668 6026 SH SOLE 0 0 6026 LOCKHEED MARTIN CORP COM 539830109 625 1720 SH SOLE 0 0 1720 LOWES COS INC COM 548661107 369 3658 SH SOLE 0 0 3658 MANULIFE FINL CORP COM 56501R106 254 13975 SH SOLE 0 0 13975 MCDONALDS CORP COM 580135101 529 2549 SH SOLE 0 0 2549 MEDTRONIC PLC SHS G5960L103 311 3195 SH SOLE 0 0 3195 MERCK & CO INC COM 58933Y105 628 7493 SH SOLE 0 0 7493 MICROSOFT CORP COM 594918104 4219 31491 SH SOLE 0 0 31491 NEXTERA ENERGY INC COM 65339F101 520 2539 SH SOLE 0 0 2539 NORFOLK SOUTHERN CORP COM 655844108 343 1719 SH SOLE 0 0 1719 OLD REP INTL CORP COM 680223104 294 13141 SH SOLE 0 0 13141 ORACLE CORP COM 68389X105 863 15150 SH SOLE 0 0 15150 PAYCHEX INC COM 704326107 235 2861 SH SOLE 0 0 2861 PEOPLES BANCORP INC COM 709789101 279 8652 SH SOLE 0 0 8652 PEPSICO INC COM 713448108 880 6712 SH SOLE 0 0 6712 PFIZER INC COM 717081103 1430 33005 SH SOLE 0 0 33005 PHILLIPS 66 COM 718546104 205 2190 SH SOLE 0 0 2190 PIMCO CORPORATE & INCOME OPP COM 72201B101 197 10854 SH SOLE 0 0 10854 PPG INDS INC COM 693506107 281 2408 SH SOLE 0 0 2408 PROCTER AND GAMBLE CO COM 742718109 1266 11543 SH SOLE 0 0 11543 PROGRESSIVE CORP OHIO COM 743315103 342 4285 SH SOLE 0 0 4285 QUALCOMM INC COM 747525103 248 3264 SH SOLE 0 0 3264 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 201 2174 SH SOLE 0 0 2174 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2204 36963 SH SOLE 0 0 36963 SIRIUS XM HLDGS INC COM 82968B103 203 36305 SH SOLE 0 0 36305 SPDR GOLD TRUST GOLD SHS 78463V107 213 1601 SH SOLE 0 0 1601 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 307 6152 SH SOLE 0 0 6152 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 925 23496 SH SOLE 0 0 23496 SPDR S&P 500 ETF TR TR UNIT 78462F103 1402 4784 SH SOLE 0 0 4784 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2980 29543 SH SOLE 0 0 29543 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 1629 37695 SH SOLE 0 0 37695 SYSCO CORP COM 871829107 225 3188 SH SOLE 0 0 3188 TEXAS INSTRS INC COM 882508104 353 3080 SH SOLE 0 0 3080 THERMO FISHER SCIENTIFIC INC COM 883556102 354 1206 SH SOLE 0 0 1206 TIFFANY & CO NEW COM 886547108 300 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 277 5400 SH SOLE 0 0 5400 TORONTO DOMINION BK ONT COM NEW 891160509 208 3556 SH SOLE 0 0 3556 UNITED STATES OIL FUND LP UNITS 91232N108 265 22000 SH SOLE 0 0 22000 UNITED TECHNOLOGIES CORP COM 913017109 376 2891 SH SOLE 0 0 2891 UNITEDHEALTH GROUP INC COM 91324P102 268 1099 SH SOLE 0 0 1099 US BANCORP DEL COM NEW 902973304 332 6329 SH SOLE 0 0 6329 V F CORP COM 918204108 282 3228 SH SOLE 0 0 3228 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1082 13442 SH SOLE 0 0 13442 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 557 9723 SH SOLE 0 0 9723 VANGUARD GROUP DIV APP ETF 921908844 317 2753 SH SOLE 0 0 2753 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1793 20514 SH SOLE 0 0 20514 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2283 53684 SH SOLE 0 0 53684 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1176 11172 SH SOLE 0 0 11172 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 315 5333 SH SOLE 0 0 5333 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 256 2293 SH SOLE 0 0 2293 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5594 134105 SH SOLE 0 0 134105 VERIZON COMMUNICATIONS INC COM 92343V104 1405 24587 SH SOLE 0 0 24587 VISA INC COM CL A 92826C839 2256 12999 SH SOLE 0 0 12999 VOYA PRIME RATE TR SH BEN INT 92913A100 80 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1202 10879 SH SOLE 0 0 10879 YUM BRANDS INC COM 988498101 329 2976 SH SOLE 0 0 2976