0001085146-20-001240.txt : 20200429 0001085146-20-001240.hdr.sgml : 20200429 20200429095634 ACCESSION NUMBER: 0001085146-20-001240 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 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: 20827895 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 03-31-2020 03-31-2020 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 04-27-2020 0 126 138819 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 236 1727 SH SOLE 0 0 1727 ABBOTT LABS COM 002824100 847 10734 SH SOLE 0 0 10734 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 240 1468 SH SOLE 0 0 1468 ADOBE INC COM 00724F101 278 873 SH SOLE 0 0 873 AFLAC INC COM 001055102 237 6920 SH SOLE 0 0 6920 ALLSTATE CORP COM 020002101 541 5903 SH SOLE 0 0 5903 ALPHABET INC CAP STK CL C 02079K107 306 263 SH SOLE 0 0 263 ALPS ETF TR ALERIAN MLP 00162Q866 38 11050 SH SOLE 0 0 11050 AMAZON COM INC COM 023135106 517 265 SH SOLE 0 0 265 AMERICAN ELEC PWR CO INC COM 025537101 1314 16431 SH SOLE 0 0 16431 ANALOG DEVICES INC COM 032654105 260 2900 SH SOLE 0 0 2900 APPLE INC COM 037833100 3931 15457 SH SOLE 0 0 15457 AT&T INC COM 00206R102 612 20998 SH SOLE 0 0 20998 AUTOMATIC DATA PROCESSING IN COM 053015103 1085 7941 SH SOLE 0 0 7941 BECTON DICKINSON & CO COM 075887109 299 1303 SH SOLE 0 0 1303 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 697 3812 SH SOLE 0 0 3812 BIOGEN INC COM 09062X103 348 1100 SH SOLE 0 0 1100 BK OF AMERICA CORP COM 060505104 203 9567 SH SOLE 0 0 9567 BOEING CO COM 097023105 711 4765 SH SOLE 0 0 4765 BRISTOL-MYERS SQUIBB CO COM 110122108 1028 18443 SH SOLE 0 0 18443 CATERPILLAR INC DEL COM 149123101 846 7293 SH SOLE 0 0 7293 CHEVRON CORP NEW COM 166764100 393 5418 SH SOLE 0 0 5418 CHUBB LIMITED COM H1467J104 202 1809 SH SOLE 0 0 1809 CINCINNATI FINL CORP COM 172062101 329 4356 SH SOLE 0 0 4356 CISCO SYS INC COM 17275R102 1083 27558 SH SOLE 0 0 27558 CLOROX CO DEL COM 189054109 296 1706 SH SOLE 0 0 1706 COCA COLA CO COM 191216100 877 19816 SH SOLE 0 0 19816 COLGATE PALMOLIVE CO COM 194162103 369 5564 SH SOLE 0 0 5564 COMCAST CORP NEW CL A 20030N101 212 6162 SH SOLE 0 0 6162 COSTCO WHSL CORP NEW COM 22160K105 342 1198 SH SOLE 0 0 1198 DISNEY WALT CO COM DISNEY 254687106 1235 12780 SH SOLE 0 0 12780 DNP SELECT INCOME FD COM 23325P104 674 68883 SH SOLE 0 0 68883 DOW INC COM 260557103 214 7332 SH SOLE 0 0 7332 DTE ENERGY CO COM 233331107 225 2368 SH SOLE 0 0 2368 DUPONT DE NEMOURS INC COM 26614N102 213 6240 SH SOLE 0 0 6240 ENBRIDGE INC COM 29250N105 378 13004 SH SOLE 0 0 13004 EVERSOURCE ENERGY COM 30040W108 200 2564 SH SOLE 0 0 2564 EXXON MOBIL CORP COM 30231G102 527 13886 SH SOLE 0 0 13886 FACTSET RESH SYS INC COM 303075105 221 848 SH SOLE 0 0 848 FARMERS NATIONAL BANC CORP COM 309627107 125 10720 SH SOLE 0 0 10720 FORD MTR CO DEL COM 345370860 58 12096 SH SOLE 0 0 12096 GENERAL ELECTRIC CO COM 369604103 80 10068 SH SOLE 0 0 10068 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 246 6486 SH SOLE 0 0 6486 HOME DEPOT INC COM 437076102 1327 7107 SH SOLE 0 0 7107 ILLINOIS TOOL WKS INC COM 452308109 208 1462 SH SOLE 0 0 1462 INTEL CORP COM 458140100 986 18216 SH SOLE 0 0 18216 INTERNATIONAL BUSINESS MACHS COM 459200101 528 4755 SH SOLE 0 0 4755 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 293 26000 SH SOLE 0 0 26000 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 521 9653 SH SOLE 0 0 9653 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 513 10923 SH SOLE 0 0 10923 ISHARES INC CORE MSCI EMKT 46434G103 1995 49306 SH SOLE 0 0 49306 ISHARES SILVER TRUST ISHARES 46428Q109 529 40574 SH SOLE 0 0 40574 ISHARES TR CORE S&P500 ETF 464287200 3222 12468 SH SOLE 0 0 12468 ISHARES TR S&P 500 GRWT ETF 464287309 1797 10885 SH SOLE 0 0 10885 ISHARES TR S&P 500 VAL ETF 464287408 1670 17351 SH SOLE 0 0 17351 ISHARES TR MSCI EAFE ETF 464287465 2820 52757 SH SOLE 0 0 52757 ISHARES TR RUS MDCP VAL ETF 464287473 2213 34531 SH SOLE 0 0 34531 ISHARES TR RUS MD CP GR ETF 464287481 1721 14156 SH SOLE 0 0 14156 ISHARES TR CORE S&P MCP ETF 464287507 1388 9649 SH SOLE 0 0 9649 ISHARES TR RUS 1000 VAL ETF 464287598 7158 72168 SH SOLE 0 0 72168 ISHARES TR RUS 1000 GRW ETF 464287614 7355 48819 SH SOLE 0 0 48819 ISHARES TR RUS 2000 VAL ETF 464287630 1727 21053 SH SOLE 0 0 21053 ISHARES TR RUS 2000 GRW ETF 464287648 1620 10245 SH SOLE 0 0 10245 ISHARES TR RUSSELL 2000 ETF 464287655 399 3489 SH SOLE 0 0 3489 ISHARES TR NATIONAL MUN ETF 464288414 398 3524 SH SOLE 0 0 3524 ISHARES TR INTRM TR CRP ETF 464288638 1422 25892 SH SOLE 0 0 25892 ISHARES TR SH TR CRPORT ETF 464288646 986 18827 SH SOLE 0 0 18827 ISHARES TR CORE HIGH DV ETF 46429B663 681 9524 SH SOLE 0 0 9524 ISHARES TR MIN VOL EAFE ETF 46429B689 2065 33282 SH SOLE 0 0 33282 ISHARES TR MSCI MIN VOL ETF 46429B697 4235 78421 SH SOLE 0 0 78421 ISHARES TR 0-5 YR TIPS ETF 46429B747 2736 27384 SH SOLE 0 0 27384 ISHARES TR CORE MSCI EAFE 46432F842 5152 103266 SH SOLE 0 0 103266 ISHARES TR 0-5YR HI YL CP 46434V407 456 11161 SH SOLE 0 0 11161 ISHARES TR CORE DIV GRWTH 46434V621 575 17644 SH SOLE 0 0 17644 JOHNSON & JOHNSON COM 478160104 1096 8362 SH SOLE 0 0 8362 JPMORGAN CHASE & CO COM 46625H100 1770 19657 SH SOLE 0 0 19657 KEYCORP COM 493267108 153 14726 SH SOLE 0 0 14726 KIMBERLY CLARK CORP COM 494368103 244 1912 SH SOLE 0 0 1912 L3HARRIS TECHNOLOGIES INC COM 502431109 305 1696 SH SOLE 0 0 1696 LCNB CORP COM 50181P100 145 11515 SH SOLE 0 0 11515 LILLY ELI & CO COM 532457108 1055 7607 SH SOLE 0 0 7607 LOCKHEED MARTIN CORP COM 539830109 574 1694 SH SOLE 0 0 1694 LOWES COS INC COM 548661107 341 3967 SH SOLE 0 0 3967 MCDONALDS CORP COM 580135101 425 2572 SH SOLE 0 0 2572 MEDTRONIC PLC SHS G5960L103 286 3167 SH SOLE 0 0 3167 MERCK & CO. INC COM 58933Y105 553 7185 SH SOLE 0 0 7185 MICROSOFT CORP COM 594918104 4754 30143 SH SOLE 0 0 30143 NEXTERA ENERGY INC COM 65339F101 628 2610 SH SOLE 0 0 2610 NIKE INC CL B 654106103 226 2731 SH SOLE 0 0 2731 NORFOLK SOUTHERN CORP COM 655844108 255 1744 SH SOLE 0 0 1744 ORACLE CORP COM 68389X105 738 15270 SH SOLE 0 0 15270 PEPSICO INC COM 713448108 821 6835 SH SOLE 0 0 6835 PFIZER INC COM 717081103 1318 40380 SH SOLE 0 0 40380 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 6548 66150 SH SOLE 0 0 66150 PROCTER & GAMBLE CO COM 742718109 1299 11813 SH SOLE 0 0 11813 PROGRESSIVE CORP OHIO COM 743315103 318 4302 SH SOLE 0 0 4302 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2048 36961 SH SOLE 0 0 36961 SIRIUS XM HLDGS INC COM 82968B103 179 36305 SH SOLE 0 0 36305 SPDR GOLD TRUST GOLD SHS 78463V107 237 1601 SH SOLE 0 0 1601 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1574 51382 SH SOLE 0 0 51382 SPDR S&P 500 ETF TR TR UNIT 78462F103 1360 5276 SH SOLE 0 0 5276 SPDR SER TR WELLS FG PFD ETF 78464A292 615 15695 SH SOLE 0 0 15695 SPDR SER TR S&P DIVID ETF 78464A763 3244 40618 SH SOLE 0 0 40618 TESLA INC COM 88160R101 1055 2014 SH SOLE 0 0 2014 THERMO FISHER SCIENTIFIC INC COM 883556102 351 1236 SH SOLE 0 0 1236 TIFFANY & CO NEW COM 886547108 414 3200 SH SOLE 0 0 3200 TIMKENSTEEL CORP COM 887399103 35 10746 SH SOLE 0 0 10746 TORO CO COM 891092108 256 3927 SH SOLE 0 0 3927 UNITED TECHNOLOGIES CORP COM 913017109 279 2957 SH SOLE 0 0 2957 UNITEDHEALTH GROUP INC COM 91324P102 356 1429 SH SOLE 0 0 1429 US BANCORP DEL COM NEW 902973304 226 6548 SH SOLE 0 0 6548 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1662 20221 SH SOLE 0 0 20221 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 316 3705 SH SOLE 0 0 3705 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 574 10195 SH SOLE 0 0 10195 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1400 20043 SH SOLE 0 0 20043 VANGUARD INDEX FDS MID CAP ETF 922908629 2424 18411 SH SOLE 0 0 18411 VANGUARD INDEX FDS SMALL CP ETF 922908751 1640 14204 SH SOLE 0 0 14204 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 896 11449 SH SOLE 0 0 11449 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2724 81204 SH SOLE 0 0 81204 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 210 1795 SH SOLE 0 0 1795 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4093 122752 SH SOLE 0 0 122752 VERIZON COMMUNICATIONS INC COM 92343V104 1288 23974 SH SOLE 0 0 23974 VISA INC COM CL A 92826C839 1990 12351 SH SOLE 0 0 12351 VOYA PRIME RATE TR SH BEN INT 92913A100 298 80430 SH SOLE 0 0 80430 WALMART INC COM 931142103 1246 10969 SH SOLE 0 0 10969 YUM BRANDS INC COM 988498101 208 3037 SH SOLE 0 0 3037