0001085146-21-001982.txt : 20210715
0001085146-21-001982.hdr.sgml : 20210715
20210715071457
ACCESSION NUMBER: 0001085146-21-001982
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210715
DATE AS OF CHANGE: 20210715
EFFECTIVENESS DATE: 20210715
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: 211091685
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
06-30-2021
06-30-2021
false
INVESTMENT PARTNERS, LTD.
419 W High Ave
Po Box 309
NEW PHILADELPHIA
OH
44663
13F HOLDINGS REPORT
028-16440
N
Douglas G Bambeck
CCO
330-308-9707
/s/ Douglas G Bambeck
New Philadelphia
OH
07-14-2021
0
165
219050
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
545
2743
SH
SOLE
0
0
2743
ABBOTT LABS
COM
002824100
1086
9369
SH
SOLE
0
0
9369
ABBVIE INC
COM
00287Y109
456
4045
SH
SOLE
0
0
4045
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
493
1674
SH
SOLE
0
0
1674
ADOBE SYSTEMS INCORPORATED
COM
00724F101
391
667
SH
SOLE
0
0
667
AFLAC INC
COM
001055102
382
7114
SH
SOLE
0
0
7114
AIR PRODS & CHEMS INC
COM
009158106
270
940
SH
SOLE
0
0
940
ALLSTATE CORP
COM
020002101
512
3928
SH
SOLE
0
0
3928
ALPHABET INC
CAP STK CL A
02079K305
405
166
SH
SOLE
0
0
166
ALPHABET INC
CAP STK CL C
02079K107
609
243
SH
SOLE
0
0
243
AMAZON COM INC
COM
023135106
1197
348
SH
SOLE
0
0
348
AMERICAN ELEC PWR CO INC
COM
025537101
1313
15520
SH
SOLE
0
0
15520
AMERICAN TOWER CORP NEW
COM
03027X100
362
1339
SH
SOLE
0
0
1339
ANALOG DEVICES INC
COM
032654105
510
2964
SH
SOLE
0
0
2964
APPLE INC
COM
037833100
8595
62754
SH
SOLE
0
0
62754
ARCHER DANIELS MIDLAND CO
COM
039483102
340
5616
SH
SOLE
0
0
5616
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
257
372
SH
SOLE
0
0
372
AT&T INC
COM
00206R102
371
12893
SH
SOLE
0
0
12893
AUTOMATIC DATA PROCESSING IN
COM
053015103
997
5021
SH
SOLE
0
0
5021
BECTON DICKINSON & CO
COM
075887109
383
1576
SH
SOLE
0
0
1576
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1019
3665
SH
SOLE
0
0
3665
BK OF AMERICA CORP
COM
060505104
307
7452
SH
SOLE
0
0
7452
BLACKROCK INC
COM
09247X101
223
255
SH
SOLE
0
0
255
BLACKROCK MUNIASSETS FD INC
COM
09254J102
479
28416
SH
SOLE
0
0
28416
BOEING CO
COM
097023105
1034
4318
SH
SOLE
0
0
4318
BRISTOL-MYERS SQUIBB CO
COM
110122108
942
14097
SH
SOLE
0
0
14097
CATERPILLAR INC
COM
149123101
956
4393
SH
SOLE
0
0
4393
CHEVRON CORP NEW
COM
166764100
732
6987
SH
SOLE
0
0
6987
CHUBB LIMITED
COM
H1467J104
295
1856
SH
SOLE
0
0
1856
CINCINNATI FINL CORP
COM
172062101
433
3716
SH
SOLE
0
0
3716
CISCO SYS INC
COM
17275R102
1248
23552
SH
SOLE
0
0
23552
COCA COLA CO
COM
191216100
934
17254
SH
SOLE
0
0
17254
COLGATE PALMOLIVE CO
COM
194162103
245
3011
SH
SOLE
0
0
3011
COMCAST CORP NEW
CL A
20030N101
407
7144
SH
SOLE
0
0
7144
COSTCO WHSL CORP NEW
COM
22160K105
605
1529
SH
SOLE
0
0
1529
DIAGEO PLC
SPON ADR NEW
25243Q205
209
1092
SH
SOLE
0
0
1092
DISNEY WALT CO
COM
254687106
1962
11162
SH
SOLE
0
0
11162
DNP SELECT INCOME FD INC
COM
23325P104
913
87374
SH
SOLE
0
0
87374
EASTMAN CHEM CO
COM
277432100
245
2100
SH
SOLE
0
0
2100
EMERSON ELEC CO
COM
291011104
228
2365
SH
SOLE
0
0
2365
ENBRIDGE INC
COM
29250N105
372
9280
SH
SOLE
0
0
9280
EVERSOURCE ENERGY
COM
30040W108
212
2643
SH
SOLE
0
0
2643
EXXON MOBIL CORP
COM
30231G102
908
14402
SH
SOLE
0
0
14402
FACEBOOK INC
CL A
30303M102
305
878
SH
SOLE
0
0
878
FACTSET RESH SYS INC
COM
303075105
270
805
SH
SOLE
0
0
805
FIDELITY COVINGTON TRUST
MSCI INDL INDX
316092709
312
5746
SH
SOLE
0
0
5746
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
277
6384
SH
SOLE
0
0
6384
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
221
5778
SH
SOLE
0
0
5778
FORD MTR CO DEL
COM
345370860
517
34758
SH
SOLE
0
0
34758
GENERAL DYNAMICS CORP
COM
369550108
616
3272
SH
SOLE
0
0
3272
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
237
5963
SH
SOLE
0
0
5963
GOLDMAN SACHS GROUP INC
COM
38141G104
301
794
SH
SOLE
0
0
794
HOME DEPOT INC
COM
437076102
1647
5166
SH
SOLE
0
0
5166
HUNTINGTON BANCSHARES INC
COM
446150104
231
16185
SH
SOLE
0
0
16185
ILLINOIS TOOL WKS INC
COM
452308109
335
1500
SH
SOLE
0
0
1500
INTEL CORP
COM
458140100
741
13195
SH
SOLE
0
0
13195
INTERNATIONAL BUSINESS MACHS
COM
459200101
662
4518
SH
SOLE
0
0
4518
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
656
10768
SH
SOLE
0
0
10768
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
554
6178
SH
SOLE
0
0
6178
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
368
7040
SH
SOLE
0
0
7040
ISHARES SILVER TR
ISHARES
46428Q109
808
33374
SH
SOLE
0
0
33374
ISHARES TR
0-5 YR TIPS ETF
46429B747
590
5553
SH
SOLE
0
0
5553
ISHARES TR
0-5YR HI YL CP
46434V407
1611
34969
SH
SOLE
0
0
34969
ISHARES TR
CORE DIV GRWTH
46434V621
904
17944
SH
SOLE
0
0
17944
ISHARES TR
CORE HIGH DV ETF
46429B663
650
6735
SH
SOLE
0
0
6735
ISHARES TR
CORE MSCI EAFE
46432F842
7926
105875
SH
SOLE
0
0
105875
ISHARES TR
CORE S&P MCP ETF
464287507
2245
8355
SH
SOLE
0
0
8355
ISHARES TR
CORE S&P SCP ETF
464287804
307
2718
SH
SOLE
0
0
2718
ISHARES TR
CORE S&P500 ETF
464287200
4496
10457
SH
SOLE
0
0
10457
ISHARES TR
ISHS 1-5YR INVS
464288646
2405
43877
SH
SOLE
0
0
43877
ISHARES TR
ISHS 5-10YR INVT
464288638
489
8083
SH
SOLE
0
0
8083
ISHARES TR
MSCI EAFE ETF
464287465
3858
48913
SH
SOLE
0
0
48913
ISHARES TR
MSCI EAFE MIN VL
46429B689
2541
33642
SH
SOLE
0
0
33642
ISHARES TR
MSCI USA MIN VOL
46429B697
6630
90069
SH
SOLE
0
0
90069
ISHARES TR
NATIONAL MUN ETF
464288414
894
7626
SH
SOLE
0
0
7626
ISHARES TR
RUS 1000 GRW ETF
464287614
13155
48458
SH
SOLE
0
0
48458
ISHARES TR
RUS 1000 VAL ETF
464287598
11671
73577
SH
SOLE
0
0
73577
ISHARES TR
RUS 2000 GRW ETF
464287648
2261
7254
SH
SOLE
0
0
7254
ISHARES TR
RUS 2000 VAL ETF
464287630
3176
19160
SH
SOLE
0
0
19160
ISHARES TR
RUS MD CP GR ETF
464287481
3578
31612
SH
SOLE
0
0
31612
ISHARES TR
RUS MDCP VAL ETF
464287473
3241
28190
SH
SOLE
0
0
28190
ISHARES TR
RUS MID CAP ETF
464287499
274
3463
SH
SOLE
0
0
3463
ISHARES TR
RUSSELL 2000 ETF
464287655
1164
5074
SH
SOLE
0
0
5074
ISHARES TR
S&P 500 GRWT ETF
464287309
3938
54151
SH
SOLE
0
0
54151
ISHARES TR
S&P 500 VAL ETF
464287408
3436
23274
SH
SOLE
0
0
23274
ISHARES TR
SELECT DIVID ETF
464287168
566
4853
SH
SOLE
0
0
4853
ISHARES TR
US TELECOM ETF
464287713
329
9900
SH
SOLE
0
0
9900
JOHNSON & JOHNSON
COM
478160104
1395
8468
SH
SOLE
0
0
8468
JPMORGAN CHASE & CO
COM
46625H100
3315
21313
SH
SOLE
0
0
21313
KEYCORP
COM
493267108
206
9989
SH
SOLE
0
0
9989
L3HARRIS TECHNOLOGIES INC
COM
502431109
364
1683
SH
SOLE
0
0
1683
LCNB CORP
COM
50181P100
296
18086
SH
SOLE
0
0
18086
LILLY ELI & CO
COM
532457108
1332
5805
SH
SOLE
0
0
5805
LOCKHEED MARTIN CORP
COM
539830109
632
1670
SH
SOLE
0
0
1670
LOWES COS INC
COM
548661107
743
3832
SH
SOLE
0
0
3832
MCDONALDS CORP
COM
580135101
788
3412
SH
SOLE
0
0
3412
MEDTRONIC PLC
SHS
G5960L103
463
3727
SH
SOLE
0
0
3727
MERCK & CO INC
COM
58933Y105
393
5059
SH
SOLE
0
0
5059
MICROSOFT CORP
COM
594918104
7073
26111
SH
SOLE
0
0
26111
NEXTERA ENERGY INC
COM
65339F101
764
10424
SH
SOLE
0
0
10424
NIKE INC
CL B
654106103
672
4347
SH
SOLE
0
0
4347
NORFOLK SOUTHN CORP
COM
655844108
457
1721
SH
SOLE
0
0
1721
NORTHROP GRUMMAN CORP
COM
666807102
402
1105
SH
SOLE
0
0
1105
NVIDIA CORPORATION
COM
67066G104
283
354
SH
SOLE
0
0
354
ORACLE CORP
COM
68389X105
1017
13068
SH
SOLE
0
0
13068
PAYCHEX INC
COM
704326107
400
3728
SH
SOLE
0
0
3728
PAYPAL HLDGS INC
COM
70450Y103
802
2750
SH
SOLE
0
0
2750
PEPSICO INC
COM
713448108
1000
6749
SH
SOLE
0
0
6749
PFIZER INC
COM
717081103
1001
25559
SH
SOLE
0
0
25559
PHILLIPS 66
COM
718546104
203
2366
SH
SOLE
0
0
2366
PRICE T ROWE GROUP INC
COM
74144T108
299
1511
SH
SOLE
0
0
1511
PROCTER AND GAMBLE CO
COM
742718109
1259
9330
SH
SOLE
0
0
9330
PROGRESSIVE CORP
COM
743315103
347
3535
SH
SOLE
0
0
3535
QUALCOMM INC
COM
747525103
288
2018
SH
SOLE
0
0
2018
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
248
2911
SH
SOLE
0
0
2911
SABA CAPITAL INCOME & OPRNT
SHARES
78518H103
379
80430
SH
SOLE
0
0
80430
SCOTTS MIRACLE-GRO CO
CL A
810186106
350
1821
SH
SOLE
0
0
1821
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
334
4122
SH
SOLE
0
0
4122
SELECT SECTOR SPDR TR
ENERGY
81369Y506
518
9623
SH
SOLE
0
0
9623
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
485
13214
SH
SOLE
0
0
13214
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
336
3285
SH
SOLE
0
0
3285
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2326
36791
SH
SOLE
0
0
36791
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
645
7831
SH
SOLE
0
0
7831
SIRIUS XM HOLDINGS INC
COM
82968B103
237
36305
SH
SOLE
0
0
36305
SOUTHWEST AIRLS CO
COM
844741108
271
5100
SH
SOLE
0
0
5100
SPDR GOLD TR
GOLD SHS
78463V107
391
2361
SH
SOLE
0
0
2361
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2634
6154
SH
SOLE
0
0
6154
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
296
603
SH
SOLE
0
0
603
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
363
7327
SH
SOLE
0
0
7327
SPDR SER TR
PRTFLO S&P500 GW
78464A409
218
3463
SH
SOLE
0
0
3463
SPDR SER TR
PRTFLO S&P500 VL
78464A508
302
7647
SH
SOLE
0
0
7647
SPDR SER TR
S&P BIOTECH
78464A870
454
3353
SH
SOLE
0
0
3353
SPDR SER TR
S&P DIVID ETF
78464A763
2083
17035
SH
SOLE
0
0
17035
STARBUCKS CORP
COM
855244109
244
2184
SH
SOLE
0
0
2184
SYSCO CORP
COM
871829107
261
3355
SH
SOLE
0
0
3355
TARGET CORP
COM
87612E106
259
1070
SH
SOLE
0
0
1070
TESLA INC
COM
88160R101
6648
9781
SH
SOLE
0
0
9781
THERMO FISHER SCIENTIFIC INC
COM
883556102
624
1237
SH
SOLE
0
0
1237
TORO CO
COM
891092108
408
3716
SH
SOLE
0
0
3716
TORONTO DOMINION BK ONT
COM NEW
891160509
207
2949
SH
SOLE
0
0
2949
TYSON FOODS INC
CL A
902494103
216
2931
SH
SOLE
0
0
2931
UNITEDHEALTH GROUP INC
COM
91324P102
770
1923
SH
SOLE
0
0
1923
US BANCORP DEL
COM NEW
902973304
249
4379
SH
SOLE
0
0
4379
V F CORP
COM
918204108
261
3183
SH
SOLE
0
0
3183
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1921
23376
SH
SOLE
0
0
23376
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
390
4537
SH
SOLE
0
0
4537
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
941
16475
SH
SOLE
0
0
16475
VANGUARD INDEX FDS
MID CAP ETF
922908629
4300
18116
SH
SOLE
0
0
18116
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2191
21527
SH
SOLE
0
0
21527
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3218
14286
SH
SOLE
0
0
14286
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5927
109129
SH
SOLE
0
0
109129
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
2815
20633
SH
SOLE
0
0
20633
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
333
4791
SH
SOLE
0
0
4791
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4832
31214
SH
SOLE
0
0
31214
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
7878
152911
SH
SOLE
0
0
152911
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
3044
34801
SH
SOLE
0
0
34801
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
373
4120
SH
SOLE
0
0
4120
VERIZON COMMUNICATIONS INC
COM
92343V104
1291
23037
SH
SOLE
0
0
23037
VISA INC
COM CL A
92826C839
1893
8096
SH
SOLE
0
0
8096
WALMART INC
COM
931142103
1378
9774
SH
SOLE
0
0
9774
WEC ENERGY GROUP INC
COM
92939U106
260
2922
SH
SOLE
0
0
2922
WORTHINGTON INDS INC
COM
981811102
205
3344
SH
SOLE
0
0
3344
XYLEM INC
COM
98419M100
279
2329
SH
SOLE
0
0
2329
YUM BRANDS INC
COM
988498101
363
3153
SH
SOLE
0
0
3153
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
232
1440
SH
SOLE
0
0
1440