0001085146-19-002567.txt : 20191017 0001085146-19-002567.hdr.sgml : 20191017 20191017143627 ACCESSION NUMBER: 0001085146-19-002567 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191017 DATE AS OF CHANGE: 20191017 EFFECTIVENESS DATE: 20191017 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: 191154935 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 09-30-2019 09-30-2019 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 10-16-2019 0 146 137036 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 294 1789 SH SOLE 0 0 1789 ABBOTT LABS COM 002824100 919 10979 SH SOLE 0 0 10979 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 319 1660 SH SOLE 0 0 1660 ADOBE INC COM 00724F101 276 1000 SH SOLE 0 0 1000 AFLAC INC COM 001055102 359 6858 SH SOLE 0 0 6858 AIR PRODS & CHEMS INC COM 009158106 218 983 SH SOLE 0 0 983 ALLSTATE CORP COM 020002101 668 6146 SH SOLE 0 0 6146 ALPHABET INC CAP STK CL C 02079K107 271 222 SH SOLE 0 0 222 ALPS ETF TR ALERIAN MLP 00162Q866 242 26500 SH SOLE 0 0 26500 AMAZON COM INC COM 023135106 415 239 SH SOLE 0 0 239 AMERICAN ELEC PWR CO INC COM 025537101 1518 16203 SH SOLE 0 0 16203 ANALOG DEVICES INC COM 032654105 341 3049 SH SOLE 0 0 3049 APPLE INC COM 037833100 1284 5733 SH SOLE 0 0 5733 AT&T INC COM 00206R102 1193 31533 SH SOLE 0 0 31533 AUTOMATIC DATA PROCESSING IN COM 053015103 1373 8505 SH SOLE 0 0 8505 BANK AMER CORP COM 060505104 290 9959 SH SOLE 0 0 9959 BECTON DICKINSON & CO COM 075887109 338 1337 SH SOLE 0 0 1337 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 814 3912 SH SOLE 0 0 3912 BIOGEN INC COM 09062X103 256 1100 SH SOLE 0 0 1100 BOEING CO COM 097023105 1982 5210 SH SOLE 0 0 5210 BRISTOL MYERS SQUIBB CO COM 110122108 964 19011 SH SOLE 0 0 19011 CATERPILLAR INC DEL COM 149123101 806 6380 SH SOLE 0 0 6380 CHEVRON CORP NEW COM 166764100 632 5330 SH SOLE 0 0 5330 CHUBB LIMITED COM H1467J104 292 1807 SH SOLE 0 0 1807 CINCINNATI FINL CORP COM 172062101 545 4670 SH SOLE 0 0 4670 CISCO SYS INC COM 17275R102 1387 28081 SH SOLE 0 0 28081 CLOROX CO DEL COM 189054109 258 1696 SH SOLE 0 0 1696 COCA COLA CO COM 191216100 1103 20253 SH SOLE 0 0 20253 COLGATE PALMOLIVE CO COM 194162103 408 5547 SH SOLE 0 0 5547 COMCAST CORP NEW CL A 20030N101 282 6254 SH SOLE 0 0 6254 COSTCO WHSL CORP NEW COM 22160K105 280 971 SH SOLE 0 0 971 DANAHER CORPORATION COM 235851102 373 2583 SH SOLE 0 0 2583 DIAGEO P L C SPON ADR NEW 25243Q205 232 1421 SH SOLE 0 0 1421 DISNEY WALT CO COM DISNEY 254687106 1634 12538 SH SOLE 0 0 12538 DNP SELECT INCOME FD COM 23325P104 181 14070 SH SOLE 0 0 14070 DOW INC COM 260557103 369 7746 SH SOLE 0 0 7746 DTE ENERGY CO COM 233331107 314 2364 SH SOLE 0 0 2364 DUPONT DE NEMOURS INC COM 26614N102 479 6719 SH SOLE 0 0 6719 ENBRIDGE INC COM 29250N105 494 14080 SH SOLE 0 0 14080 EVERSOURCE ENERGY COM 30040W108 217 2534 SH SOLE 0 0 2534 EXXON MOBIL CORP COM 30231G102 987 13979 SH SOLE 0 0 13979 FACTSET RESH SYS INC COM 303075105 205 844 SH SOLE 0 0 844 FARMERS NATL BANC CORP COM 309627107 155 10709 SH SOLE 0 0 10709 FORD MTR CO DEL COM 345370860 147 16000 SH SOLE 0 0 16000 GENERAL DYNAMICS CORP COM 369550108 208 1138 SH SOLE 0 0 1138 GENERAL ELECTRIC CO COM 369604103 107 11969 SH SOLE 0 0 11969 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 296 6931 SH SOLE 0 0 6931 HOME DEPOT INC COM 437076102 1866 8041 SH SOLE 0 0 8041 ILLINOIS TOOL WKS INC COM 452308109 226 1446 SH SOLE 0 0 1446 INTEL CORP COM 458140100 926 17977 SH SOLE 0 0 17977 INTERNATIONAL BUSINESS MACHS COM 459200101 660 4539 SH SOLE 0 0 4539 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 391 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 264 4019 SH SOLE 0 0 4019 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 659 10821 SH SOLE 0 0 10821 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 215 3135 SH SOLE 0 0 3135 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 275 2541 SH SOLE 0 0 2541 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 242 7098 SH SOLE 0 0 7098 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 632 10913 SH SOLE 0 0 10913 ISHARES INC CORE MSCI EMKT 46434G103 2417 49306 SH SOLE 0 0 49306 ISHARES SILVER TRUST ISHARES 46428Q109 637 40000 SH SOLE 0 0 40000 ISHARES TR 0-5 YR TIPS ETF 46429B747 1932 19284 SH SOLE 0 0 19284 ISHARES TR 0-5YR HI YL CP 46434V407 414 8914 SH SOLE 0 0 8914 ISHARES TR CORE DIV GRWTH 46434V621 550 14052 SH SOLE 0 0 14052 ISHARES TR CORE HIGH DV ETF 46429B663 1661 17635 SH SOLE 0 0 17635 ISHARES TR CORE MSCI EAFE 46432F842 1550 25382 SH SOLE 0 0 25382 ISHARES TR CORE S&P MCP ETF 464287507 3654 18911 SH SOLE 0 0 18911 ISHARES TR CORE S&P SCP ETF 464287804 274 3517 SH SOLE 0 0 3517 ISHARES TR CORE S&P TTL STK 464287150 2698 40233 SH SOLE 0 0 40233 ISHARES TR CORE S&P500 ETF 464287200 5140 17218 SH SOLE 0 0 17218 ISHARES TR INTRM TR CRP ETF 464288638 1610 27800 SH SOLE 0 0 27800 ISHARES TR MIN VOL EAFE ETF 46429B689 257 3506 SH SOLE 0 0 3506 ISHARES TR MSCI EAFE ETF 464287465 3465 53131 SH SOLE 0 0 53131 ISHARES TR MSCI MIN VOL ETF 46429B697 717 11191 SH SOLE 0 0 11191 ISHARES TR NATIONAL MUN ETF 464288414 402 3524 SH SOLE 0 0 3524 ISHARES TR RUS 1000 GRW ETF 464287614 4309 26993 SH SOLE 0 0 26993 ISHARES TR RUS 1000 VAL ETF 464287598 4477 34906 SH SOLE 0 0 34906 ISHARES TR RUS 2000 GRW ETF 464287648 1950 10118 SH SOLE 0 0 10118 ISHARES TR RUS 2000 VAL ETF 464287630 3890 32573 SH SOLE 0 0 32573 ISHARES TR RUS MD CP GR ETF 464287481 1960 13864 SH SOLE 0 0 13864 ISHARES TR RUS MDCP VAL ETF 464287473 3138 34983 SH SOLE 0 0 34983 ISHARES TR RUSSELL 2000 ETF 464287655 543 3586 SH SOLE 0 0 3586 ISHARES TR S&P 500 GRWT ETF 464287309 1876 10423 SH SOLE 0 0 10423 ISHARES TR S&P 500 VAL ETF 464287408 1643 13788 SH SOLE 0 0 13788 ISHARES TR SH TR CRPORT ETF 464288646 1057 19695 SH SOLE 0 0 19695 ISHARES TR U.S. ENERGY ETF 464287796 380 11972 SH SOLE 0 0 11972 JOHNSON & JOHNSON COM 478160104 1032 7979 SH SOLE 0 0 7979 JPMORGAN CHASE & CO COM 46625H100 2317 19690 SH SOLE 0 0 19690 KEYCORP NEW COM 493267108 275 15420 SH SOLE 0 0 15420 KIMBERLY CLARK CORP COM 494368103 300 2113 SH SOLE 0 0 2113 L3HARRIS TECHNOLOGIES INC COM 502431109 363 1738 SH SOLE 0 0 1738 LILLY ELI & CO COM 532457108 689 6161 SH SOLE 0 0 6161 LOCKHEED MARTIN CORP COM 539830109 672 1722 SH SOLE 0 0 1722 LOWES COS INC COM 548661107 404 3676 SH SOLE 0 0 3676 MANULIFE FINL CORP COM 56501R106 257 13989 SH SOLE 0 0 13989 MCDONALDS CORP COM 580135101 549 2556 SH SOLE 0 0 2556 MEDTRONIC PLC SHS G5960L103 347 3196 SH SOLE 0 0 3196 MERCK & CO INC COM 58933Y105 645 7663 SH SOLE 0 0 7663 MICROSOFT CORP COM 594918104 4529 32579 SH SOLE 0 0 32579 NEXTERA ENERGY INC COM 65339F101 617 2648 SH SOLE 0 0 2648 NORFOLK SOUTHERN CORP COM 655844108 310 1728 SH SOLE 0 0 1728 OLD REP INTL CORP COM 680223104 311 13211 SH SOLE 0 0 13211 ORACLE CORP COM 68389X105 853 15506 SH SOLE 0 0 15506 PAYCHEX INC COM 704326107 238 2880 SH SOLE 0 0 2880 PEOPLES BANCORP INC COM 709789101 275 8652 SH SOLE 0 0 8652 PEPSICO INC COM 713448108 924 6738 SH SOLE 0 0 6738 PFIZER INC COM 717081103 1408 39189 SH SOLE 0 0 39189 PHILLIPS 66 COM 718546104 226 2208 SH SOLE 0 0 2208 PIMCO CORPORATE & INCOME OPP COM 72201B101 182 10059 SH SOLE 0 0 10059 PPG INDS INC COM 693506107 286 2417 SH SOLE 0 0 2417 PROCTER & GAMBLE CO COM 742718109 1452 11670 SH SOLE 0 0 11670 PROGRESSIVE CORP OHIO COM 743315103 331 4285 SH SOLE 0 0 4285 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 207 5263 SH SOLE 0 0 5263 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 207 3365 SH SOLE 0 0 3365 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2393 36969 SH SOLE 0 0 36969 SIRIUS XM HLDGS INC COM 82968B103 227 36305 SH SOLE 0 0 36305 SPDR GOLD TRUST GOLD SHS 78463V107 222 1601 SH SOLE 0 0 1601 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 242 4671 SH SOLE 0 0 4671 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 994 25511 SH SOLE 0 0 25511 SPDR S&P 500 ETF TR TR UNIT 78462F103 1550 5222 SH SOLE 0 0 5222 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3144 30647 SH SOLE 0 0 30647 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 693 15695 SH SOLE 0 0 15695 SYSCO CORP COM 871829107 254 3202 SH SOLE 0 0 3202 TEXAS INSTRS INC COM 882508104 398 3080 SH SOLE 0 0 3080 THERMO FISHER SCIENTIFIC INC COM 883556102 404 1386 SH SOLE 0 0 1386 TIFFANY & CO NEW COM 886547108 296 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 235 5400 SH SOLE 0 0 5400 TORONTO DOMINION BK ONT COM NEW 891160509 207 3560 SH SOLE 0 0 3560 UNITED TECHNOLOGIES CORP COM 913017109 400 2930 SH SOLE 0 0 2930 UNITEDHEALTH GROUP INC COM 91324P102 317 1460 SH SOLE 0 0 1460 US BANCORP DEL COM NEW 902973304 362 6533 SH SOLE 0 0 6533 V F CORP COM 918204108 289 3242 SH SOLE 0 0 3242 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1064 13164 SH SOLE 0 0 13164 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 281 3324 SH SOLE 0 0 3324 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 558 9488 SH SOLE 0 0 9488 VANGUARD GROUP DIV APP ETF 921908844 434 3631 SH SOLE 0 0 3631 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1867 20021 SH SOLE 0 0 20021 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2022 50235 SH SOLE 0 0 50235 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1120 10990 SH SOLE 0 0 10990 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 234 4001 SH SOLE 0 0 4001 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 258 2293 SH SOLE 0 0 2293 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5280 128541 SH SOLE 0 0 128541 VERIZON COMMUNICATIONS INC COM 92343V104 1488 24660 SH SOLE 0 0 24660 VISA INC COM CL A 92826C839 2202 12800 SH SOLE 0 0 12800 VOYA PRIME RATE TR SH BEN INT 92913A100 79 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1299 10942 SH SOLE 0 0 10942 YUM BRANDS INC COM 988498101 335 2950 SH SOLE 0 0 2950