0001085146-22-000515.txt : 20220204 0001085146-22-000515.hdr.sgml : 20220204 20220203214525 ACCESSION NUMBER: 0001085146-22-000515 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220204 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220204 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: 22590716 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 12-31-2021 12-31-2021 false INVESTMENT PARTNERS, LTD.

419 W High Ave Po Box 309 NEW PHILADELPHIA OH 44663

13F HOLDINGS REPORT 028-16440 N Douglas G Bambeck 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 02-03-2022 0 169 244876 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 424 2388 SH SOLE 0 0 2388 ABBOTT LABS COM 002824100 1600 11368 SH SOLE 0 0 11368 ABBVIE INC COM 00287Y109 697 5147 SH SOLE 0 0 5147 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 736 1776 SH SOLE 0 0 1776 ADOBE SYSTEMS INCORPORATED COM 00724F101 497 876 SH SOLE 0 0 876 ADVANCE AUTO PARTS INC COM 00751Y106 321 1339 SH SOLE 0 0 1339 AFFILIATED MANAGERS GROUP IN COM 008252108 221 1344 SH SOLE 0 0 1344 AFLAC INC COM 001055102 393 6735 SH SOLE 0 0 6735 AIR PRODS & CHEMS INC COM 009158106 262 861 SH SOLE 0 0 861 ALBEMARLE CORP COM 012653101 334 1427 SH SOLE 0 0 1427 ALLSTATE CORP COM 020002101 458 3891 SH SOLE 0 0 3891 ALPHABET INC CAP STK CL A 02079K305 478 165 SH SOLE 0 0 165 ALPHABET INC CAP STK CL C 02079K107 874 302 SH SOLE 0 0 302 AMAZON COM INC COM 023135106 1094 328 SH SOLE 0 0 328 AMERICAN ELEC PWR CO INC COM 025537101 1371 15407 SH SOLE 0 0 15407 AMERICAN TOWER CORP NEW COM 03027X100 561 1919 SH SOLE 0 0 1919 AMGEN INC COM 031162100 215 954 SH SOLE 0 0 954 ANALOG DEVICES INC COM 032654105 685 3895 SH SOLE 0 0 3895 APPLE INC COM 037833100 11705 65915 SH SOLE 0 0 65915 ARCHER DANIELS MIDLAND CO COM 039483102 347 5128 SH SOLE 0 0 5128 ASML HOLDING N V N Y REGISTRY SHS N07059210 436 547 SH SOLE 0 0 547 AT&T INC COM 00206R102 291 11838 SH SOLE 0 0 11838 ATLASSIAN CORP PLC CL A G06242104 276 723 SH SOLE 0 0 723 AUTOMATIC DATA PROCESSING IN COM 053015103 1461 5924 SH SOLE 0 0 5924 BECTON DICKINSON & CO COM 075887109 326 1297 SH SOLE 0 0 1297 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1096 3665 SH SOLE 0 0 3665 BK OF AMERICA CORP COM 060505104 444 9974 SH SOLE 0 0 9974 BLACKROCK INC COM 09247X101 420 459 SH SOLE 0 0 459 BLACKROCK MUNIASSETS FD INC COM 09254J102 445 29916 SH SOLE 0 0 29916 BOEING CO COM 097023105 798 3965 SH SOLE 0 0 3965 BRISTOL-MYERS SQUIBB CO COM 110122108 912 14625 SH SOLE 0 0 14625 CATERPILLAR INC COM 149123101 983 4756 SH SOLE 0 0 4756 CHEVRON CORP NEW COM 166764100 1001 8531 SH SOLE 0 0 8531 CHUBB LIMITED COM H1467J104 337 1743 SH SOLE 0 0 1743 CINCINNATI FINL CORP COM 172062101 729 6396 SH SOLE 0 0 6396 CISCO SYS INC COM 17275R102 1463 23091 SH SOLE 0 0 23091 COCA COLA CO COM 191216100 1063 17947 SH SOLE 0 0 17947 COLGATE PALMOLIVE CO COM 194162103 258 3022 SH SOLE 0 0 3022 COMCAST CORP NEW CL A 20030N101 348 6912 SH SOLE 0 0 6912 CONSTELLATION BRANDS INC CL A 21036P108 209 834 SH SOLE 0 0 834 CORNING INC COM 219350105 253 6800 SH SOLE 0 0 6800 COSTCO WHSL CORP NEW COM 22160K105 1113 1960 SH SOLE 0 0 1960 DIAGEO PLC SPON ADR NEW 25243Q205 242 1099 SH SOLE 0 0 1099 DISNEY WALT CO COM 254687106 1801 11630 SH SOLE 0 0 11630 DNP SELECT INCOME FD INC COM 23325P104 958 88163 SH SOLE 0 0 88163 EASTMAN CHEM CO COM 277432100 254 2100 SH SOLE 0 0 2100 EMERSON ELEC CO COM 291011104 344 3704 SH SOLE 0 0 3704 ENBRIDGE INC COM 29250N105 589 15074 SH SOLE 0 0 15074 EVERSOURCE ENERGY COM 30040W108 223 2448 SH SOLE 0 0 2448 EXXON MOBIL CORP COM 30231G102 847 13840 SH SOLE 0 0 13840 FACTSET RESH SYS INC COM 303075105 365 751 SH SOLE 0 0 751 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 376 7213 SH SOLE 0 0 7213 FLEXSHARES TR MORNSTAR UPSTR 33939L407 228 5778 SH SOLE 0 0 5778 FORD MTR CO DEL COM 345370860 483 23259 SH SOLE 0 0 23259 GENERAL DYNAMICS CORP COM 369550108 665 3189 SH SOLE 0 0 3189 GENERAL MLS INC COM 370334104 201 2977 SH SOLE 0 0 2977 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 265 6010 SH SOLE 0 0 6010 GOLDMAN SACHS GROUP INC COM 38141G104 471 1231 SH SOLE 0 0 1231 HOME DEPOT INC COM 437076102 2220 5350 SH SOLE 0 0 5350 HUNTINGTON BANCSHARES INC COM 446150104 272 17649 SH SOLE 0 0 17649 ILLINOIS TOOL WKS INC COM 452308109 333 1350 SH SOLE 0 0 1350 INTEL CORP COM 458140100 750 14554 SH SOLE 0 0 14554 INTERNATIONAL BUSINESS MACHS COM 459200101 856 6401 SH SOLE 0 0 6401 INTUITIVE SURGICAL INC COM NEW 46120E602 263 733 SH SOLE 0 0 733 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 669 9747 SH SOLE 0 0 9747 INVESCO QQQ TR UNIT SER 1 46090E103 470 1181 SH SOLE 0 0 1181 ISHARES SILVER TR ISHARES 46428Q109 920 42774 SH SOLE 0 0 42774 ISHARES TR 0-5 YR TIPS ETF 46429B747 391 3697 SH SOLE 0 0 3697 ISHARES TR 0-5YR HI YL CP 46434V407 1713 37825 SH SOLE 0 0 37825 ISHARES TR CORE DIV GRWTH 46434V621 997 17944 SH SOLE 0 0 17944 ISHARES TR CORE HIGH DV ETF 46429B663 695 6879 SH SOLE 0 0 6879 ISHARES TR CORE MSCI EAFE 46432F842 7737 103663 SH SOLE 0 0 103663 ISHARES TR CORE S&P MCP ETF 464287507 1781 6292 SH SOLE 0 0 6292 ISHARES TR CORE S&P SCP ETF 464287804 366 3196 SH SOLE 0 0 3196 ISHARES TR CORE S&P500 ETF 464287200 5189 10880 SH SOLE 0 0 10880 ISHARES TR ISHS 1-5YR INVS 464288646 2580 47888 SH SOLE 0 0 47888 ISHARES TR ISHS 5-10YR INVT 464288638 482 8128 SH SOLE 0 0 8128 ISHARES TR MSCI EAFE ETF 464287465 3929 49939 SH SOLE 0 0 49939 ISHARES TR MSCI EAFE MIN VL 46429B689 2461 32053 SH SOLE 0 0 32053 ISHARES TR MSCI USA MIN VOL 46429B697 7311 90375 SH SOLE 0 0 90375 ISHARES TR NATIONAL MUN ETF 464288414 864 7428 SH SOLE 0 0 7428 ISHARES TR RUS 1000 GRW ETF 464287614 14503 47458 SH SOLE 0 0 47458 ISHARES TR RUS 1000 VAL ETF 464287598 12175 72503 SH SOLE 0 0 72503 ISHARES TR RUS 2000 GRW ETF 464287648 2344 7997 SH SOLE 0 0 7997 ISHARES TR RUS 2000 VAL ETF 464287630 2995 18035 SH SOLE 0 0 18035 ISHARES TR RUS MD CP GR ETF 464287481 3824 33188 SH SOLE 0 0 33188 ISHARES TR RUS MDCP VAL ETF 464287473 3682 30083 SH SOLE 0 0 30083 ISHARES TR RUS MID CAP ETF 464287499 288 3467 SH SOLE 0 0 3467 ISHARES TR RUSSELL 2000 ETF 464287655 870 3911 SH SOLE 0 0 3911 ISHARES TR S&P 500 GRWT ETF 464287309 4513 53944 SH SOLE 0 0 53944 ISHARES TR S&P 500 VAL ETF 464287408 3744 23904 SH SOLE 0 0 23904 ISHARES TR SELECT DIVID ETF 464287168 621 5066 SH SOLE 0 0 5066 ISHARES TR US TELECOM ETF 464287713 326 9900 SH SOLE 0 0 9900 JOHNSON & JOHNSON COM 478160104 1422 8309 SH SOLE 0 0 8309 JPMORGAN CHASE & CO COM 46625H100 3479 21970 SH SOLE 0 0 21970 KEYCORP COM 493267108 233 10072 SH SOLE 0 0 10072 L3HARRIS TECHNOLOGIES INC COM 502431109 335 1573 SH SOLE 0 0 1573 LILLY ELI & CO COM 532457108 1883 6817 SH SOLE 0 0 6817 LOCKHEED MARTIN CORP COM 539830109 563 1585 SH SOLE 0 0 1585 LOWES COS INC COM 548661107 929 3594 SH SOLE 0 0 3594 MCDONALDS CORP COM 580135101 1101 4106 SH SOLE 0 0 4106 MEDTRONIC PLC SHS G5960L103 282 2728 SH SOLE 0 0 2728 MERCK & CO INC COM 58933Y105 391 5096 SH SOLE 0 0 5096 META PLATFORMS INC CL A 30303M102 291 864 SH SOLE 0 0 864 MICROSOFT CORP COM 594918104 8609 25597 SH SOLE 0 0 25597 MORGAN STANLEY COM NEW 617446448 234 2388 SH SOLE 0 0 2388 NEXTERA ENERGY INC COM 65339F101 930 9964 SH SOLE 0 0 9964 NIKE INC CL B 654106103 838 5027 SH SOLE 0 0 5027 NORFOLK SOUTHN CORP COM 655844108 479 1610 SH SOLE 0 0 1610 NORTHROP GRUMMAN CORP COM 666807102 428 1105 SH SOLE 0 0 1105 NVIDIA CORPORATION COM 67066G104 651 2214 SH SOLE 0 0 2214 ORACLE CORP COM 68389X105 1315 15081 SH SOLE 0 0 15081 PAYCHEX INC COM 704326107 445 3264 SH SOLE 0 0 3264 PAYPAL HLDGS INC COM 70450Y103 613 3250 SH SOLE 0 0 3250 PEPSICO INC COM 713448108 1350 7771 SH SOLE 0 0 7771 PFIZER INC COM 717081103 1520 25735 SH SOLE 0 0 25735 PRICE T ROWE GROUP INC COM 74144T108 299 1522 SH SOLE 0 0 1522 PROCTER AND GAMBLE CO COM 742718109 1503 9187 SH SOLE 0 0 9187 PRUDENTIAL FINL INC COM 744320102 280 2587 SH SOLE 0 0 2587 QUALCOMM INC COM 747525103 462 2528 SH SOLE 0 0 2528 RAYTHEON TECHNOLOGIES CORP COM 75513E101 225 2609 SH SOLE 0 0 2609 SABA CAPITAL INCOME & OPRNT SHARES 78518H103 364 80430 SH SOLE 0 0 80430 SCOTTS MIRACLE-GRO CO CL A 810186106 290 1800 SH SOLE 0 0 1800 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 304 3910 SH SOLE 0 0 3910 SELECT SECTOR SPDR TR ENERGY 81369Y506 396 7141 SH SOLE 0 0 7141 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 549 14071 SH SOLE 0 0 14071 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 357 3375 SH SOLE 0 0 3375 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2691 37591 SH SOLE 0 0 37591 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 411 4540 SH SOLE 0 0 4540 SHOPIFY INC CL A 82509L107 273 198 SH SOLE 0 0 198 SIRIUS XM HOLDINGS INC COM 82968B103 231 36411 SH SOLE 0 0 36411 SPDR GOLD TR GOLD SHS 78463V107 917 5361 SH SOLE 0 0 5361 SPDR S&P 500 ETF TR TR UNIT 78462F103 3114 6556 SH SOLE 0 0 6556 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 299 577 SH SOLE 0 0 577 SPDR SER TR NUVEEN BLMBRG SH 78468R739 360 7327 SH SOLE 0 0 7327 SPDR SER TR PRTFLO S&P500 GW 78464A409 219 3020 SH SOLE 0 0 3020 SPDR SER TR PRTFLO S&P500 VL 78464A508 318 7567 SH SOLE 0 0 7567 SPDR SER TR S&P BIOTECH 78464A870 683 6098 SH SOLE 0 0 6098 SPDR SER TR S&P DIVID ETF 78464A763 2284 17690 SH SOLE 0 0 17690 STARBUCKS CORP COM 855244109 457 3904 SH SOLE 0 0 3904 SYSCO CORP COM 871829107 245 3123 SH SOLE 0 0 3123 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 329 2738 SH SOLE 0 0 2738 TARGET CORP COM 87612E106 219 946 SH SOLE 0 0 946 TESLA INC COM 88160R101 10379 9821 SH SOLE 0 0 9821 THERMO FISHER SCIENTIFIC INC COM 883556102 1160 1738 SH SOLE 0 0 1738 TORONTO DOMINION BK ONT COM NEW 891160509 227 2960 SH SOLE 0 0 2960 TYSON FOODS INC CL A 902494103 215 2465 SH SOLE 0 0 2465 UNITED PARCEL SERVICE INC CL B 911312106 412 1921 SH SOLE 0 0 1921 UNITEDHEALTH GROUP INC COM 91324P102 1133 2257 SH SOLE 0 0 2257 US BANCORP DEL COM NEW 902973304 247 4404 SH SOLE 0 0 4404 V F CORP COM 918204108 219 2991 SH SOLE 0 0 2991 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2065 25552 SH SOLE 0 0 25552 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 374 4416 SH SOLE 0 0 4416 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1004 18202 SH SOLE 0 0 18202 VANGUARD INDEX FDS MID CAP ETF 922908629 4496 17648 SH SOLE 0 0 17648 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2499 21539 SH SOLE 0 0 21539 VANGUARD INDEX FDS SMALL CP ETF 922908751 3147 13922 SH SOLE 0 0 13922 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5756 116386 SH SOLE 0 0 116386 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3007 22444 SH SOLE 0 0 22444 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 358 4858 SH SOLE 0 0 4858 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5365 31240 SH SOLE 0 0 31240 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8582 168086 SH SOLE 0 0 168086 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 3005 35182 SH SOLE 0 0 35182 VERIZON COMMUNICATIONS INC COM 92343V104 1364 26258 SH SOLE 0 0 26258 VISA INC COM CL A 92826C839 1777 8199 SH SOLE 0 0 8199 WALMART INC COM 931142103 1384 9566 SH SOLE 0 0 9566 WEC ENERGY GROUP INC COM 92939U106 203 2096 SH SOLE 0 0 2096 XYLEM INC COM 98419M100 279 2329 SH SOLE 0 0 2329 YUM BRANDS INC COM 988498101 438 3154 SH SOLE 0 0 3154