0001085146-20-000350.txt : 20200131 0001085146-20-000350.hdr.sgml : 20200131 20200131171123 ACCESSION NUMBER: 0001085146-20-000350 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200131 DATE AS OF CHANGE: 20200131 EFFECTIVENESS DATE: 20200131 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: 20565912 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 12-31-2019 12-31-2019 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 01-30-2020 0 147 148297 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 318 1801 SH SOLE 0 0 1801 ABBOTT LABS COM 002824100 978 11257 SH SOLE 0 0 11257 ABBVIE INC COM 00287Y109 203 2290 SH SOLE 0 0 2290 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 346 1645 SH SOLE 0 0 1645 ADOBE INC COM 00724F101 280 850 SH SOLE 0 0 850 AFLAC INC COM 001055102 364 6885 SH SOLE 0 0 6885 AIR PRODS & CHEMS INC COM 009158106 232 988 SH SOLE 0 0 988 ALLSTATE CORP COM 020002101 692 6150 SH SOLE 0 0 6150 ALPHABET INC CAP STK CL C 02079K107 337 252 SH SOLE 0 0 252 ALPS ETF TR ALERIAN MLP 00162Q866 94 11050 SH SOLE 0 0 11050 AMAZON COM INC COM 023135106 357 193 SH SOLE 0 0 193 AMERICAN ELEC PWR CO INC COM 025537101 1529 16177 SH SOLE 0 0 16177 AMGEN INC COM 031162100 208 861 SH SOLE 0 0 861 ANALOG DEVICES INC COM 032654105 343 2884 SH SOLE 0 0 2884 APPLE INC COM 037833100 1694 5768 SH SOLE 0 0 5768 AT&T INC COM 00206R102 1238 31684 SH SOLE 0 0 31684 AUTOMATIC DATA PROCESSING IN COM 053015103 1407 8250 SH SOLE 0 0 8250 BANK AMER CORP COM 060505104 329 9331 SH SOLE 0 0 9331 BECTON DICKINSON & CO COM 075887109 353 1299 SH SOLE 0 0 1299 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 886 3912 SH SOLE 0 0 3912 BIOGEN INC COM 09062X103 297 1000 SH SOLE 0 0 1000 BOEING CO COM 097023105 1652 5071 SH SOLE 0 0 5071 BRISTOL MYERS SQUIBB CO COM 110122108 1188 18515 SH SOLE 0 0 18515 CATERPILLAR INC DEL COM 149123101 845 5724 SH SOLE 0 0 5724 CHEVRON CORP NEW COM 166764100 643 5336 SH SOLE 0 0 5336 CHUBB LIMITED COM H1467J104 282 1814 SH SOLE 0 0 1814 CINCINNATI FINL CORP COM 172062101 458 4356 SH SOLE 0 0 4356 CISCO SYS INC COM 17275R102 1335 27843 SH SOLE 0 0 27843 CLOROX CO DEL COM 189054109 261 1701 SH SOLE 0 0 1701 COCA COLA CO COM 191216100 1111 20078 SH SOLE 0 0 20078 COLGATE PALMOLIVE CO COM 194162103 382 5556 SH SOLE 0 0 5556 COMCAST CORP NEW CL A 20030N101 293 6506 SH SOLE 0 0 6506 COSTCO WHSL CORP NEW COM 22160K105 319 1087 SH SOLE 0 0 1087 DANAHER CORPORATION COM 235851102 397 2584 SH SOLE 0 0 2584 DIAGEO P L C SPON ADR NEW 25243Q205 228 1353 SH SOLE 0 0 1353 DISNEY WALT CO COM DISNEY 254687106 1742 12041 SH SOLE 0 0 12041 DNP SELECT INCOME FD COM 23325P104 180 14070 SH SOLE 0 0 14070 DOW INC COM 260557103 422 7704 SH SOLE 0 0 7704 DTE ENERGY CO COM 233331107 307 2366 SH SOLE 0 0 2366 DUPONT DE NEMOURS INC COM 26614N102 427 6650 SH SOLE 0 0 6650 ENBRIDGE INC COM 29250N105 580 14592 SH SOLE 0 0 14592 EVERSOURCE ENERGY COM 30040W108 217 2548 SH SOLE 0 0 2548 EXXON MOBIL CORP COM 30231G102 978 14009 SH SOLE 0 0 14009 FACTSET RESH SYS INC COM 303075105 227 846 SH SOLE 0 0 846 FARMERS NATL BANC CORP COM 309627107 175 10714 SH SOLE 0 0 10714 GENERAL DYNAMICS CORP COM 369550108 202 1143 SH SOLE 0 0 1143 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 318 6767 SH SOLE 0 0 6767 HOME DEPOT INC COM 437076102 1557 7128 SH SOLE 0 0 7128 ILLINOIS TOOL WKS INC COM 452308109 261 1455 SH SOLE 0 0 1455 INTEL CORP COM 458140100 1078 18008 SH SOLE 0 0 18008 INTERNATIONAL BUSINESS MACHS COM 459200101 609 4547 SH SOLE 0 0 4547 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 415 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 335 2896 SH SOLE 0 0 2896 INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 283 3656 SH SOLE 0 0 3656 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 696 10822 SH SOLE 0 0 10822 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 270 3961 SH SOLE 0 0 3961 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 637 10918 SH SOLE 0 0 10918 ISHARES INC CORE MSCI EMKT 46434G103 2651 49306 SH SOLE 0 0 49306 ISHARES SILVER TRUST ISHARES 46428Q109 667 40000 SH SOLE 0 0 40000 ISHARES TR CORE S&P TTL STK 464287150 3163 43509 SH SOLE 0 0 43509 ISHARES TR CORE S&P500 ETF 464287200 4959 15343 SH SOLE 0 0 15343 ISHARES TR S&P 500 GRWT ETF 464287309 2018 10423 SH SOLE 0 0 10423 ISHARES TR S&P 500 VAL ETF 464287408 1794 13788 SH SOLE 0 0 13788 ISHARES TR MSCI EAFE ETF 464287465 3716 53509 SH SOLE 0 0 53509 ISHARES TR RUS MDCP VAL ETF 464287473 3283 34639 SH SOLE 0 0 34639 ISHARES TR RUS MD CP GR ETF 464287481 2093 13720 SH SOLE 0 0 13720 ISHARES TR CORE S&P MCP ETF 464287507 3991 19391 SH SOLE 0 0 19391 ISHARES TR RUS 1000 VAL ETF 464287598 4527 33167 SH SOLE 0 0 33167 ISHARES TR RUS 1000 GRW ETF 464287614 4500 25578 SH SOLE 0 0 25578 ISHARES TR RUS 2000 VAL ETF 464287630 4237 32954 SH SOLE 0 0 32954 ISHARES TR RUS 2000 GRW ETF 464287648 2145 10012 SH SOLE 0 0 10012 ISHARES TR RUSSELL 2000 ETF 464287655 613 3703 SH SOLE 0 0 3703 ISHARES TR CORE S&P SCP ETF 464287804 295 3519 SH SOLE 0 0 3519 ISHARES TR NATIONAL MUN ETF 464288414 401 3524 SH SOLE 0 0 3524 ISHARES TR INTRM TR CRP ETF 464288638 1613 27821 SH SOLE 0 0 27821 ISHARES TR SH TR CRPORT ETF 464288646 1224 22826 SH SOLE 0 0 22826 ISHARES TR CORE HIGH DV ETF 46429B663 1704 17377 SH SOLE 0 0 17377 ISHARES TR MIN VOL EAFE ETF 46429B689 1181 15846 SH SOLE 0 0 15846 ISHARES TR MSCI MIN VOL ETF 46429B697 1819 27723 SH SOLE 0 0 27723 ISHARES TR 0-5 YR TIPS ETF 46429B747 2627 26084 SH SOLE 0 0 26084 ISHARES TR CORE MSCI EAFE 46432F842 1754 26883 SH SOLE 0 0 26883 ISHARES TR 0-5YR HI YL CP 46434V407 641 13810 SH SOLE 0 0 13810 ISHARES TR CORE DIV GRWTH 46434V621 742 17644 SH SOLE 0 0 17644 JOHNSON & JOHNSON COM 478160104 1187 8139 SH SOLE 0 0 8139 JPMORGAN CHASE & CO COM 46625H100 2754 19753 SH SOLE 0 0 19753 KEYCORP NEW COM 493267108 313 15464 SH SOLE 0 0 15464 KIMBERLY CLARK CORP COM 494368103 277 2012 SH SOLE 0 0 2012 L3HARRIS TECHNOLOGIES INC COM 502431109 334 1688 SH SOLE 0 0 1688 LCNB CORP COM 50181P100 233 12083 SH SOLE 0 0 12083 LILLY ELI & CO COM 532457108 811 6169 SH SOLE 0 0 6169 LOCKHEED MARTIN CORP COM 539830109 658 1690 SH SOLE 0 0 1690 LOWES COS INC COM 548661107 433 3618 SH SOLE 0 0 3618 MANULIFE FINL CORP COM 56501R106 284 14003 SH SOLE 0 0 14003 MCDONALDS CORP COM 580135101 506 2563 SH SOLE 0 0 2563 MEDTRONIC PLC SHS G5960L103 358 3155 SH SOLE 0 0 3155 MERCK & CO INC COM 58933Y105 688 7563 SH SOLE 0 0 7563 MICROSOFT CORP COM 594918104 4767 30226 SH SOLE 0 0 30226 NEXTERA ENERGY INC COM 65339F101 629 2599 SH SOLE 0 0 2599 NIKE INC CL B 654106103 253 2496 SH SOLE 0 0 2496 NORFOLK SOUTHERN CORP COM 655844108 337 1735 SH SOLE 0 0 1735 ORACLE CORP COM 68389X105 822 15513 SH SOLE 0 0 15513 PAYCHEX INC COM 704326107 246 2897 SH SOLE 0 0 2897 PEOPLES BANCORP INC COM 709789101 300 8652 SH SOLE 0 0 8652 PEPSICO INC COM 713448108 904 6613 SH SOLE 0 0 6613 PFIZER INC COM 717081103 1526 38949 SH SOLE 0 0 38949 PHILLIPS 66 COM 718546104 248 2223 SH SOLE 0 0 2223 PIMCO CORPORATE & INCOME OPP COM 72201B101 191 10059 SH SOLE 0 0 10059 PPG INDS INC COM 693506107 306 2295 SH SOLE 0 0 2295 PROCTER & GAMBLE CO COM 742718109 1460 11685 SH SOLE 0 0 11685 PROGRESSIVE CORP OHIO COM 743315103 346 4786 SH SOLE 0 0 4786 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 358 3516 SH SOLE 0 0 3516 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 346 11254 SH SOLE 0 0 11254 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 345 6440 SH SOLE 0 0 6440 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2179 33726 SH SOLE 0 0 33726 SIRIUS XM HLDGS INC COM 82968B103 260 36305 SH SOLE 0 0 36305 SPDR GOLD TRUST GOLD SHS 78463V107 229 1601 SH SOLE 0 0 1601 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 241 4671 SH SOLE 0 0 4671 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1654 41144 SH SOLE 0 0 41144 SPDR S&P 500 ETF TR TR UNIT 78462F103 1683 5229 SH SOLE 0 0 5229 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 691 15695 SH SOLE 0 0 15695 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3867 35949 SH SOLE 0 0 35949 SYSCO CORP COM 871829107 275 3215 SH SOLE 0 0 3215 TEXAS INSTRS INC COM 882508104 203 1580 SH SOLE 0 0 1580 THERMO FISHER SCIENTIFIC INC COM 883556102 450 1386 SH SOLE 0 0 1386 TIFFANY & CO NEW COM 886547108 428 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 304 5400 SH SOLE 0 0 5400 TORONTO DOMINION BK ONT COM NEW 891160509 200 3563 SH SOLE 0 0 3563 UNITED TECHNOLOGIES CORP COM 913017109 441 2942 SH SOLE 0 0 2942 UNITEDHEALTH GROUP INC COM 91324P102 456 1552 SH SOLE 0 0 1552 US BANCORP DEL COM NEW 902973304 388 6541 SH SOLE 0 0 6541 V F CORP COM 918204108 325 3257 SH SOLE 0 0 3257 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1243 15414 SH SOLE 0 0 15414 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 281 3353 SH SOLE 0 0 3353 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 550 9717 SH SOLE 0 0 9717 VANGUARD GROUP DIV APP ETF 921908844 455 3646 SH SOLE 0 0 3646 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1859 20036 SH SOLE 0 0 20036 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 238 4036 SH SOLE 0 0 4036 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1203 10832 SH SOLE 0 0 10832 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2223 49989 SH SOLE 0 0 49989 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 278 2324 SH SOLE 0 0 2324 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5562 126235 SH SOLE 0 0 126235 VERIZON COMMUNICATIONS INC COM 92343V104 1508 24555 SH SOLE 0 0 24555 VISA INC COM CL A 92826C839 2350 12508 SH SOLE 0 0 12508 VOYA PRIME RATE TR SH BEN INT 92913A100 84 16710 SH SOLE 0 0 16710 WALMART INC COM 931142103 1277 10742 SH SOLE 0 0 10742 YUM BRANDS INC COM 988498101 297 2950 SH SOLE 0 0 2950