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