0001085146-23-000154.txt : 20230118
0001085146-23-000154.hdr.sgml : 20230118
20230117213811
ACCESSION NUMBER: 0001085146-23-000154
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230118
DATE AS OF CHANGE: 20230117
EFFECTIVENESS DATE: 20230118
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: 23532794
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
X0202
13F-HR
LIVE
false
false
false
0001050068
XXXXXXXX
12-31-2022
12-31-2022
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
01-17-2023
0
142
189124953
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
BBG001S5N9M6
963499
8776
SH
SOLE
0
0
8776
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
851720
5270
SH
SOLE
0
0
5270
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
213899
802
SH
SOLE
0
0
802
ADOBE SYSTEMS INCORPORATED
COM
00724F101
BBG001S5NCQ5
315665
938
SH
SOLE
0
0
938
AFLAC INC
COM
001055102
BBG001S5NGJ4
209985
2919
SH
SOLE
0
0
2919
ALBEMARLE CORP
COM
012653101
BBG001S7SBP9
333007
1536
SH
SOLE
0
0
1536
ALLSTATE CORP
COM
020002101
BBG001S9BM06
529823
3907
SH
SOLE
0
0
3907
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
303511
3440
SH
SOLE
0
0
3440
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
705961
7956
SH
SOLE
0
0
7956
AMAZON COM INC
COM
023135106
BBG001S5PQL7
567756
6759
SH
SOLE
0
0
6759
AMERICAN ELEC PWR CO INC
COM
025537101
BBG001S5NFD2
1585299
16696
SH
SOLE
0
0
16696
AMERICAN TOWER CORP NEW
COM
03027X100
BBG001S5NPQ6
420866
1987
SH
SOLE
0
0
1987
AMGEN INC
COM
031162100
BBG001S5NNL6
252450
961
SH
SOLE
0
0
961
ANALOG DEVICES INC
COM
032654105
BBG001S5ND38
379663
2315
SH
SOLE
0
0
2315
APPLE INC
COM
037833100
BBG001S5N8V8
5013344
38585
SH
SOLE
0
0
38585
ARCHER DANIELS MIDLAND CO
COM
039483102
BBG001S5ND74
483095
5203
SH
SOLE
0
0
5203
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
BBG001SCG0R3
353311
647
SH
SOLE
0
0
647
AT&T INC
COM
00206R102
BBG001S5VWH2
236070
12823
SH
SOLE
0
0
12823
AUTOMATIC DATA PROCESSING IN
COM
053015103
BBG001S82KF6
1417018
5932
SH
SOLE
0
0
5932
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
331825
10019
SH
SOLE
0
0
10019
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
1348657
4366
SH
SOLE
0
0
4366
BLACKROCK INC
COM
09247X101
BBG001SDBP55
322948
456
SH
SOLE
0
0
456
BLACKROCK MUNIASSETS FD INC
COM
09254J102
BBG001S7DTL0
277165
25616
SH
SOLE
0
0
25616
BOEING CO
COM
097023105
BBG001S5P0V3
760728
3994
SH
SOLE
0
0
3994
BP PLC
SPONSORED ADR
055622104
BBG001S5W4F5
562758
16111
SH
SOLE
0
0
16111
BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG001S8N8J6
1058826
14716
SH
SOLE
0
0
14716
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
1146388
4785
SH
SOLE
0
0
4785
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
1539337
8576
SH
SOLE
0
0
8576
CINCINNATI FINL CORP
COM
172062101
BBG001S5PTM0
629666
6150
SH
SOLE
0
0
6150
CISCO SYS INC
COM
17275R102
BBG001S6HC62
1055555
22157
SH
SOLE
0
0
22157
COCA COLA CO
COM
191216100
BBG001S5SMQ8
1203065
18913
SH
SOLE
0
0
18913
COCA-COLA FEMSA SAB DE CV
SPONSORD ADR REP
191241108
BBG001S6R487
365668
5387
SH
SOLE
0
0
5387
COLGATE PALMOLIVE CO
COM
194162103
BBG001S5PVM5
239967
3046
SH
SOLE
0
0
3046
COMCAST CORP NEW
CL A
20030N101
BBG001S5PXL2
243527
6964
SH
SOLE
0
0
6964
CORNING INC
COM
219350105
BBG001S5RLH1
217192
6800
SH
SOLE
0
0
6800
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
877314
1922
SH
SOLE
0
0
1922
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
845193
9728
SH
SOLE
0
0
9728
DNP SELECT INCOME FD INC
COM
23325P104
BBG001S5QKC9
1059889
94212
SH
SOLE
0
0
94212
DOMINION ENERGY INC
COM
25746U109
BBG001S5QCP3
208023
3392
SH
SOLE
0
0
3392
EMERSON ELEC CO
COM
291011104
BBG001S5QVT7
339964
3539
SH
SOLE
0
0
3539
ENBRIDGE INC
COM
29250N105
BBG001S6Q6D7
651916
16673
SH
SOLE
0
0
16673
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
1607182
14571
SH
SOLE
0
0
14571
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
BBG006N7S6J1
242271
6440
SH
SOLE
0
0
6440
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
148814
12796
SH
SOLE
0
0
12796
GENERAL DYNAMICS CORP
COM
369550108
BBG001S5RHP1
635335
2561
SH
SOLE
0
0
2561
GENERAL MLS INC
COM
370334104
BBG001S5RKR2
250858
2992
SH
SOLE
0
0
2992
GENUINE PARTS CO
COM
372460105
BBG001S5RNH7
402023
2317
SH
SOLE
0
0
2317
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
628544
7321
SH
SOLE
0
0
7321
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
452135
1317
SH
SOLE
0
0
1317
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
1636641
5182
SH
SOLE
0
0
5182
HUNTINGTON BANCSHARES INC
COM
446150104
BBG001S5RSZ6
1053635
74726
SH
SOLE
0
0
74726
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C417
BBG00RHZ5CR3
241741
8512
SH
SOLE
0
0
8512
INTEL CORP
COM
458140100
BBG001S5SF65
467635
17693
SH
SOLE
0
0
17693
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
924093
6559
SH
SOLE
0
0
6559
INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
220241
830
SH
SOLE
0
0
830
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
BBG001V18CG8
243722
3814
SH
SOLE
0
0
3814
INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
473802
1779
SH
SOLE
0
0
1779
ISHARES SILVER TR
ISHARES
46428Q109
BBG001SQLN69
929244
42200
SH
SOLE
0
0
42200
ISHARES TR
0-5YR HI YL CP
46434V407
BBG005DW06B7
2058354
50339
SH
SOLE
0
0
50339
ISHARES TR
CORE DIV GRWTH
46434V621
BBG006MJFZK4
902992
18060
SH
SOLE
0
0
18060
ISHARES TR
CORE HIGH DV ETF
46429B663
BBG001V0XLT8
703504
6749
SH
SOLE
0
0
6749
ISHARES TR
CORE INTL AGGR
46435G672
BBG00BDV2SQ0
1005154
21139
SH
SOLE
0
0
21139
ISHARES TR
CORE MSCI EAFE
46432F842
BBG003H6TRS0
5262161
85369
SH
SOLE
0
0
85369
ISHARES TR
CORE S&P MCP ETF
464287507
BBG001SFC7V0
1634636
6758
SH
SOLE
0
0
6758
ISHARES TR
CORE S&P SCP ETF
464287804
BBG001SFC7W9
305843
3232
SH
SOLE
0
0
3232
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
2348059
6111
SH
SOLE
0
0
6111
ISHARES TR
GRWT ALLOCAT ETF
464289867
BBG001T3YV58
694755
14732
SH
SOLE
0
0
14732
ISHARES TR
ISHS 1-5YR INVS
464288646
BBG001SSD858
1371655
27532
SH
SOLE
0
0
27532
ISHARES TR
ISHS 5-10YR INVT
464288638
BBG001SSD849
405490
8190
SH
SOLE
0
0
8190
ISHARES TR
MSCI EAFE ETF
464287465
BBG001SG09V7
3236315
49304
SH
SOLE
0
0
49304
ISHARES TR
MSCI EAFE MIN VL
46429B689
BBG0025X2WP7
1458546
22939
SH
SOLE
0
0
22939
ISHARES TR
MSCI USA MIN VOL
46429B697
BBG0025X2G81
4186889
58071
SH
SOLE
0
0
58071
ISHARES TR
NATIONAL MUN ETF
464288414
BBG001SZV978
3709239
35152
SH
SOLE
0
0
35152
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
10249275
47840
SH
SOLE
0
0
47840
ISHARES TR
RUS 1000 VAL ETF
464287598
BBG001S562P7
10797534
71200
SH
SOLE
0
0
71200
ISHARES TR
RUS 2000 GRW ETF
464287648
BBG001S562F8
2334561
10883
SH
SOLE
0
0
10883
ISHARES TR
RUS 2000 VAL ETF
464287630
BBG001S56277
2834700
20442
SH
SOLE
0
0
20442
ISHARES TR
RUS MD CP GR ETF
464287481
BBG001S561Z8
3526955
42188
SH
SOLE
0
0
42188
ISHARES TR
RUS MDCP VAL ETF
464287473
BBG001S561V2
3518296
33399
SH
SOLE
0
0
33399
ISHARES TR
RUS MID CAP ETF
464287499
BBG001SJCNS1
234425
3476
SH
SOLE
0
0
3476
ISHARES TR
RUSSELL 2000 ETF
464287655
BBG001SFC7Y7
730862
4192
SH
SOLE
0
0
4192
ISHARES TR
S&P 500 GRWT ETF
464287309
BBG001S561Q8
3242253
55423
SH
SOLE
0
0
55423
ISHARES TR
S&P 500 VAL ETF
464287408
BBG001S561K4
3556268
24514
SH
SOLE
0
0
24514
ISHARES TR
SELECT DIVID ETF
464287168
BBG001SDJVG2
618002
5124
SH
SOLE
0
0
5124
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
1356464
7679
SH
SOLE
0
0
7679
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
2791004
20813
SH
SOLE
0
0
20813
LILLY ELI & CO
COM
532457108
BBG001S5STL8
2617264
7154
SH
SOLE
0
0
7154
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
747493
1537
SH
SOLE
0
0
1537
LOWES COS INC
COM
548661107
BBG001S5SVL3
355535
1784
SH
SOLE
0
0
1784
MCDONALDS CORP
COM
580135101
BBG001S5T110
986925
3745
SH
SOLE
0
0
3745
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
595500
5367
SH
SOLE
0
0
5367
MICROSOFT CORP
COM
594918104
BBG001S5TD05
5403471
22531
SH
SOLE
0
0
22531
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
479813
5739
SH
SOLE
0
0
5739
NIKE INC
CL B
654106103
BBG001S6NTK2
472403
4037
SH
SOLE
0
0
4037
NORTHROP GRUMMAN CORP
COM
666807102
BBG001S5TP26
602899
1105
SH
SOLE
0
0
1105
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
352695
2413
SH
SOLE
0
0
2413
ORACLE CORP
COM
68389X105
BBG001S5SJG6
1235242
15112
SH
SOLE
0
0
15112
PAYCHEX INC
COM
704326107
BBG001S5V135
228709
1979
SH
SOLE
0
0
1979
PAYPAL HLDGS INC
COM
70450Y103
BBG0077VNXW5
217221
3050
SH
SOLE
0
0
3050
PEPSICO INC
COM
713448108
BBG001S695T1
1387339
7679
SH
SOLE
0
0
7679
PFIZER INC
COM
717081103
BBG001S5V466
1685897
32902
SH
SOLE
0
0
32902
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
74255Y888
BBG00H3P9YB7
2177128
127243
SH
SOLE
0
0
127243
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
1355727
8945
SH
SOLE
0
0
8945
PRUDENTIAL FINL INC
COM
744320102
BBG001S97MM7
254785
2562
SH
SOLE
0
0
2562
QUALCOMM INC
COM
747525103
BBG001S6VS70
280528
2552
SH
SOLE
0
0
2552
SABA CAPITAL INCOME & OPRNT
SHS NEW
78518H202
BBG001S6Q335
306029
40214
SH
SOLE
0
0
40214
SELECT SECTOR SPDR TR
ENERGY
81369Y506
BBG001S7T1S7
963605
11016
SH
SOLE
0
0
11016
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
BBG001S7T223
564676
16511
SH
SOLE
0
0
16511
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
BBG001S7T107
469665
6300
SH
SOLE
0
0
6300
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
BBG001S7T232
609884
6210
SH
SOLE
0
0
6210
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
BBG001S7TD56
2836286
40231
SH
SOLE
0
0
40231
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
BBG001S7R733
622605
8015
SH
SOLE
0
0
8015
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
889423
5243
SH
SOLE
0
0
5243
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
2601835
6803
SH
SOLE
0
0
6803
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
BBG001S63NQ1
251505
568
SH
SOLE
0
0
568
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
BBG001T083N5
1022191
21758
SH
SOLE
0
0
21758
SPDR SER TR
PRTFLO S&P500 VL
78464A508
BBG001SG4284
350088
9002
SH
SOLE
0
0
9002
SPDR SER TR
S&P BIOTECH
78464A870
BBG001SQDKG3
283070
3410
SH
SOLE
0
0
3410
SPDR SER TR
S&P DIVID ETF
78464A763
BBG001SPTBP8
2110230
16867
SH
SOLE
0
0
16867
STARBUCKS CORP
COM
855244109
BBG001S72KH6
394111
3973
SH
SOLE
0
0
3973
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
204191
2741
SH
SOLE
0
0
2741
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
957506
1739
SH
SOLE
0
0
1739
TORO CO
COM
891092108
BBG001S5WX98
219042
1935
SH
SOLE
0
0
1935
TORONTO DOMINION BK ONT
COM NEW
891160509
BBG001S60L15
235381
3635
SH
SOLE
0
0
3635
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
348098
2002
SH
SOLE
0
0
2002
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
1245898
2350
SH
SOLE
0
0
2350
VANECK ETF TRUST
HIGH YLD MUNIETF
92189H409
BBG001SZDBR1
813906
16101
SH
SOLE
0
0
16101
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
BBG001ST39Q2
1709447
22708
SH
SOLE
0
0
22708
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
2580438
12661
SH
SOLE
0
0
12661
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
BBG001SMD2X3
1754217
21268
SH
SOLE
0
0
21268
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
1917075
10445
SH
SOLE
0
0
10445
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
5303993
136070
SH
SOLE
0
0
136070
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
BBG001T0SKD6
2386869
23216
SH
SOLE
0
0
23216
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
BBG001TCH581
400592
6017
SH
SOLE
0
0
6017
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
4439175
29234
SH
SOLE
0
0
29234
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
7005832
166925
SH
SOLE
0
0
166925
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
BBG00C863MQ1
1589444
22827
SH
SOLE
0
0
22827
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
1112950
28247
SH
SOLE
0
0
28247
VISA INC
COM CL A
92826C839
BBG001SRCFY3
1369128
6590
SH
SOLE
0
0
6590
WALMART INC
COM
931142103
BBG001S5XH92
1152126
8126
SH
SOLE
0
0
8126
XYLEM INC
COM
98419M100
BBG001V05C73
210083
1900
SH
SOLE
0
0
1900
YUM BRANDS INC
COM
988498101
BBG001S7JQ30
404165
3156
SH
SOLE
0
0
3156