0001085146-23-002114.txt : 20230508 0001085146-23-002114.hdr.sgml : 20230508 20230508171856 ACCESSION NUMBER: 0001085146-23-002114 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23898953 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 03-31-2023 03-31-2023 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 05-08-2023 0 136 190561952 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 789943 7801 SH SOLE 0 0 7801 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 845601 5306 SH SOLE 0 0 5306 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 284403 738 SH SOLE 0 0 738 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 339520 1536 SH SOLE 0 0 1536 ALLSTATE CORP COM 020002101 BBG001S9BM06 433550 3913 SH SOLE 0 0 3913 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 356831 3440 SH SOLE 0 0 3440 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 767133 7376 SH SOLE 0 0 7376 AMAZON COM INC COM 023135106 BBG001S5PQL7 724993 7019 SH SOLE 0 0 7019 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 1527270 16785 SH SOLE 0 0 16785 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 324543 1588 SH SOLE 0 0 1588 AMGEN INC COM 031162100 BBG001S5NNL6 228317 944 SH SOLE 0 0 944 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 448066 2272 SH SOLE 0 0 2272 APPLE INC COM 037833100 BBG001S5N8V8 6392672 38767 SH SOLE 0 0 38767 ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 416690 5231 SH SOLE 0 0 5231 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 464111 682 SH SOLE 0 0 682 AT&T INC COM 00206R102 BBG001S5VWH2 248474 12908 SH SOLE 0 0 12908 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1190849 5349 SH SOLE 0 0 5349 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 286921 10032 SH SOLE 0 0 10032 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1348090 4366 SH SOLE 0 0 4366 BLACKROCK INC COM 09247X101 BBG001SDBP55 247364 370 SH SOLE 0 0 370 BOEING CO COM 097023105 BBG001S5P0V3 848346 3994 SH SOLE 0 0 3994 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 593253 15637 SH SOLE 0 0 15637 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1021931 14744 SH SOLE 0 0 14744 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1096579 4792 SH SOLE 0 0 4792 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1402412 8595 SH SOLE 0 0 8595 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 635543 5670 SH SOLE 0 0 5670 CISCO SYS INC COM 17275R102 BBG001S6HC62 1158776 22167 SH SOLE 0 0 22167 COCA COLA CO COM 191216100 BBG001S5SMQ8 1173182 18913 SH SOLE 0 0 18913 COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 BBG001S6R487 433490 5387 SH SOLE 0 0 5387 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 306170 4074 SH SOLE 0 0 4074 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 255852 6749 SH SOLE 0 0 6749 CORNING INC COM 219350105 BBG001S5RLH1 239904 6800 SH SOLE 0 0 6800 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 985297 1983 SH SOLE 0 0 1983 DISNEY WALT CO COM 254687106 BBG001S5QHF3 868556 8674 SH SOLE 0 0 8674 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 1042771 94625 SH SOLE 0 0 94625 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 641833 16824 SH SOLE 0 0 16824 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1582617 14432 SH SOLE 0 0 14432 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 227467 6512 SH SOLE 0 0 6512 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 BBG00J3TCS97 537863 20182 SH SOLE 0 0 20182 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 161395 12809 SH SOLE 0 0 12809 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 576581 2527 SH SOLE 0 0 2527 GENERAL MLS INC COM 370334104 BBG001S5RKR2 255979 2995 SH SOLE 0 0 2995 GENUINE PARTS CO COM 372460105 BBG001S5RNH7 389078 2325 SH SOLE 0 0 2325 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 611396 7369 SH SOLE 0 0 7369 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 362808 1109 SH SOLE 0 0 1109 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1533354 5196 SH SOLE 0 0 5196 HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 862263 76988 SH SOLE 0 0 76988 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 BBG00RHZ5CR3 248806 8512 SH SOLE 0 0 8512 INTEL CORP COM 458140100 BBG001S5SF65 570984 17477 SH SOLE 0 0 17477 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 892280 6807 SH SOLE 0 0 6807 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 212040 830 SH SOLE 0 0 830 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 239257 3834 SH SOLE 0 0 3834 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 437922 3028 SH SOLE 0 0 3028 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 571043 1779 SH SOLE 0 0 1779 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 933464 42200 SH SOLE 0 0 42200 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 2173516 52148 SH SOLE 0 0 52148 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 904315 18090 SH SOLE 0 0 18090 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 688314 6771 SH SOLE 0 0 6771 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1066027 21778 SH SOLE 0 0 21778 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 5326825 79683 SH SOLE 0 0 79683 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1692922 6767 SH SOLE 0 0 6767 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 312612 3233 SH SOLE 0 0 3233 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2514955 6118 SH SOLE 0 0 6118 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1356389 26838 SH SOLE 0 0 26838 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 420651 8203 SH SOLE 0 0 8203 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 3526222 49304 SH SOLE 0 0 49304 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1551791 22939 SH SOLE 0 0 22939 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 4206554 57830 SH SOLE 0 0 57830 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 3521159 32682 SH SOLE 0 0 32682 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 11351414 46459 SH SOLE 0 0 46459 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 10499330 68957 SH SOLE 0 0 68957 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2487455 10967 SH SOLE 0 0 10967 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 2818177 20568 SH SOLE 0 0 20568 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 3856727 42358 SH SOLE 0 0 42358 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 3560835 33530 SH SOLE 0 0 33530 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 748049 4193 SH SOLE 0 0 4193 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 3537724 55372 SH SOLE 0 0 55372 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 3716869 24492 SH SOLE 0 0 24492 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 601392 5132 SH SOLE 0 0 5132 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1183921 7638 SH SOLE 0 0 7638 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2723420 20900 SH SOLE 0 0 20900 LILLY ELI & CO COM 532457108 BBG001S5STL8 2460065 7163 SH SOLE 0 0 7163 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 730239 1545 SH SOLE 0 0 1545 LOWES COS INC COM 548661107 BBG001S5SVL3 347887 1740 SH SOLE 0 0 1740 MCDONALDS CORP COM 580135101 BBG001S5T110 1041254 3724 SH SOLE 0 0 3724 MERCK & CO INC COM 58933Y105 BBG001S5TC52 758130 7126 SH SOLE 0 0 7126 MICROSOFT CORP COM 594918104 BBG001S5TD05 6491866 22518 SH SOLE 0 0 22518 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 443647 5756 SH SOLE 0 0 5756 NIKE INC CL B 654106103 BBG001S6NTK2 436265 3557 SH SOLE 0 0 3557 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 510201 1105 SH SOLE 0 0 1105 NUCOR CORP COM 670346105 BBG001S5TRV0 205585 1331 SH SOLE 0 0 1331 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 567053 2041 SH SOLE 0 0 2041 ORACLE CORP COM 68389X105 BBG001S5SJG6 1500083 16144 SH SOLE 0 0 16144 PAYCHEX INC COM 704326107 BBG001S5V135 227637 1987 SH SOLE 0 0 1987 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 201241 2650 SH SOLE 0 0 2650 PEPSICO INC COM 713448108 BBG001S695T1 1404377 7704 SH SOLE 0 0 7704 PFIZER INC COM 717081103 BBG001S5V466 1347900 33037 SH SOLE 0 0 33037 PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 74255Y888 BBG00H3P9YB7 2161859 127243 SH SOLE 0 0 127243 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1333987 8972 SH SOLE 0 0 8972 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 214003 2586 SH SOLE 0 0 2586 QUALCOMM INC COM 747525103 BBG001S6VS70 326384 2558 SH SOLE 0 0 2558 SABA CAPITAL INCOME & OPRNT SHS NEW 78518H202 BBG001S6Q335 327744 40214 SH SOLE 0 0 40214 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 895148 10807 SH SOLE 0 0 10807 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 530829 16511 SH SOLE 0 0 16511 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 470673 6300 SH SOLE 0 0 6300 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 628328 6210 SH SOLE 0 0 6210 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 2723236 40231 SH SOLE 0 0 40231 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 646490 8015 SH SOLE 0 0 8015 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 960622 5243 SH SOLE 0 0 5243 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 646754 1580 SH SOLE 0 0 1580 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 260377 568 SH SOLE 0 0 568 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 997456 20977 SH SOLE 0 0 20977 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 366561 9002 SH SOLE 0 0 9002 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 2086617 16867 SH SOLE 0 0 16867 STARBUCKS CORP COM 855244109 BBG001S72KH6 301121 2892 SH SOLE 0 0 2892 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 255078 2742 SH SOLE 0 0 2742 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 948685 1646 SH SOLE 0 0 1646 TORO CO COM 891092108 BBG001S5WX98 215095 1935 SH SOLE 0 0 1935 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 219455 3664 SH SOLE 0 0 3664 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 390378 2012 SH SOLE 0 0 2012 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1112447 2354 SH SOLE 0 0 2354 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 833066 16101 SH SOLE 0 0 16101 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1705250 22294 SH SOLE 0 0 22294 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2547492 12078 SH SOLE 0 0 12078 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1721726 20734 SH SOLE 0 0 20734 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1858446 9804 SH SOLE 0 0 9804 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5465835 135293 SH SOLE 0 0 135293 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 2558872 23424 SH SOLE 0 0 23424 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 403622 6041 SH SOLE 0 0 6041 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 4507663 29269 SH SOLE 0 0 29269 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7614542 168575 SH SOLE 0 0 168575 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 1681893 22827 SH SOLE 0 0 22827 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1107142 28469 SH SOLE 0 0 28469 VISA INC COM CL A 92826C839 BBG001SRCFY3 1324521 5875 SH SOLE 0 0 5875 WALMART INC COM 931142103 BBG001S5XH92 1198876 8131 SH SOLE 0 0 8131 YUM BRANDS INC COM 988498101 BBG001S7JQ30 416851 3156 SH SOLE 0 0 3156