0001085146-23-003125.txt : 20230808 0001085146-23-003125.hdr.sgml : 20230808 20230807212930 ACCESSION NUMBER: 0001085146-23-003125 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230808 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: 231149083 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 06-30-2023 06-30-2023 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 08-07-2023 0 128 191901632 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 821165 7532 SH SOLE 0 0 7532 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 283312 2103 SH SOLE 0 0 2103 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 535933 1096 SH SOLE 0 0 1096 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 365964 1640 SH SOLE 0 0 1640 ALLSTATE CORP COM 020002101 BBG001S9BM06 427386 3920 SH SOLE 0 0 3920 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 385434 3220 SH SOLE 0 0 3220 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 810049 6696 SH SOLE 0 0 6696 AMAZON COM INC COM 023135106 BBG001S5PQL7 677742 5199 SH SOLE 0 0 5199 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 1800195 21380 SH SOLE 0 0 21380 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 325845 1680 SH SOLE 0 0 1680 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 411112 2110 SH SOLE 0 0 2110 APPLE INC COM 037833100 BBG001S5N8V8 7383963 38068 SH SOLE 0 0 38068 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 626946 865 SH SOLE 0 0 865 AT&T INC COM 00206R102 BBG001S5VWH2 203587 12764 SH SOLE 0 0 12764 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 223355 1331 SH SOLE 0 0 1331 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1147317 5220 SH SOLE 0 0 5220 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 212186 7396 SH SOLE 0 0 7396 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1488806 4366 SH SOLE 0 0 4366 BOEING CO COM 097023105 BBG001S5P0V3 822158 3894 SH SOLE 0 0 3894 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 546288 15480 SH SOLE 0 0 15480 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 912892 14275 SH SOLE 0 0 14275 CATERPILLAR INC COM 149123101 BBG001S5PJ06 963172 3915 SH SOLE 0 0 3915 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1264480 8036 SH SOLE 0 0 8036 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 256384 2634 SH SOLE 0 0 2634 CISCO SYS INC COM 17275R102 BBG001S6HC62 1120059 21648 SH SOLE 0 0 21648 COCA COLA CO COM 191216100 BBG001S5SMQ8 996020 16540 SH SOLE 0 0 16540 COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 BBG001S6R487 454981 5461 SH SOLE 0 0 5461 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 296616 3850 SH SOLE 0 0 3850 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 282009 6787 SH SOLE 0 0 6787 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1156162 2147 SH SOLE 0 0 2147 DISNEY WALT CO COM 254687106 BBG001S5QHF3 771047 8636 SH SOLE 0 0 8636 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 469150 44766 SH SOLE 0 0 44766 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 565977 15235 SH SOLE 0 0 15235 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1356988 12653 SH SOLE 0 0 12653 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 236967 6582 SH SOLE 0 0 6582 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 BBG00J3TCS97 571702 20194 SH SOLE 0 0 20194 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 442115 2055 SH SOLE 0 0 2055 GENERAL MLS INC COM 370334104 BBG001S5RKR2 208815 2722 SH SOLE 0 0 2722 GENUINE PARTS CO COM 372460105 BBG001S5RNH7 385875 2280 SH SOLE 0 0 2280 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 571827 7420 SH SOLE 0 0 7420 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 232092 720 SH SOLE 0 0 720 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1495345 4814 SH SOLE 0 0 4814 HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 830259 77018 SH SOLE 0 0 77018 INTEL CORP COM 458140100 BBG001S5SF65 585451 17507 SH SOLE 0 0 17507 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 652723 4878 SH SOLE 0 0 4878 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 349121 1021 SH SOLE 0 0 1021 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 336327 5355 SH SOLE 0 0 5355 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 453159 3028 SH SOLE 0 0 3028 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 622272 1684 SH SOLE 0 0 1684 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 896181 42900 SH SOLE 0 0 42900 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 2210693 53334 SH SOLE 0 0 53334 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 933487 18115 SH SOLE 0 0 18115 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 684115 6788 SH SOLE 0 0 6788 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1094580 22207 SH SOLE 0 0 22207 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 4987890 73895 SH SOLE 0 0 73895 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1771443 6775 SH SOLE 0 0 6775 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 322266 3234 SH SOLE 0 0 3234 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2712522 6086 SH SOLE 0 0 6086 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1333133 26572 SH SOLE 0 0 26572 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 415870 8224 SH SOLE 0 0 8224 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 3570553 49249 SH SOLE 0 0 49249 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1558553 23090 SH SOLE 0 0 23090 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 280641 6422 SH SOLE 0 0 6422 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 4241949 57069 SH SOLE 0 0 57069 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 3315354 31063 SH SOLE 0 0 31063 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 11943092 43401 SH SOLE 0 0 43401 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 10339403 65510 SH SOLE 0 0 65510 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2658285 10955 SH SOLE 0 0 10955 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 2890824 20531 SH SOLE 0 0 20531 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 4084938 42274 SH SOLE 0 0 42274 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 3683884 33539 SH SOLE 0 0 33539 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 785442 4194 SH SOLE 0 0 4194 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 3902667 55373 SH SOLE 0 0 55373 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 3912102 24270 SH SOLE 0 0 24270 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 429254 3789 SH SOLE 0 0 3789 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1245762 7526 SH SOLE 0 0 7526 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3037260 20883 SH SOLE 0 0 20883 KEYCORP COM 493267108 BBG001S5SKV6 93021 10067 SH SOLE 0 0 10067 LILLY ELI & CO COM 532457108 BBG001S5STL8 3362594 7170 SH SOLE 0 0 7170 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1014818 2204 SH SOLE 0 0 2204 LOWES COS INC COM 548661107 BBG001S5SVL3 348988 1546 SH SOLE 0 0 1546 MCDONALDS CORP COM 580135101 BBG001S5T110 994935 3334 SH SOLE 0 0 3334 MERCK & CO INC COM 58933Y105 BBG001S5TC52 712061 6171 SH SOLE 0 0 6171 MICROSOFT CORP COM 594918104 BBG001S5TD05 7511612 22058 SH SOLE 0 0 22058 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 406322 5476 SH SOLE 0 0 5476 NIKE INC CL B 654106103 BBG001S6NTK2 353224 3200 SH SOLE 0 0 3200 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 503659 1105 SH SOLE 0 0 1105 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 941422 2225 SH SOLE 0 0 2225 ORACLE CORP COM 68389X105 BBG001S5SJG6 1923511 16152 SH SOLE 0 0 16152 PEPSICO INC COM 713448108 BBG001S695T1 1499484 8096 SH SOLE 0 0 8096 PFIZER INC COM 717081103 BBG001S5V466 1204702 32844 SH SOLE 0 0 32844 PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 74255Y888 BBG00H3P9YB7 2160633 127471 SH SOLE 0 0 127471 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1337502 8814 SH SOLE 0 0 8814 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 230339 2611 SH SOLE 0 0 2611 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 791692 9754 SH SOLE 0 0 9754 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 556586 16511 SH SOLE 0 0 16511 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 467271 6300 SH SOLE 0 0 6300 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 610114 5685 SH SOLE 0 0 5685 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 2632717 40231 SH SOLE 0 0 40231 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 647629 7815 SH SOLE 0 0 7815 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 934670 5243 SH SOLE 0 0 5243 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 700810 1581 SH SOLE 0 0 1581 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 272021 568 SH SOLE 0 0 568 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 937424 19924 SH SOLE 0 0 19924 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 388886 9002 SH SOLE 0 0 9002 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 2073563 16916 SH SOLE 0 0 16916 STARBUCKS CORP COM 855244109 BBG001S72KH6 343612 3469 SH SOLE 0 0 3469 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 276841 2743 SH SOLE 0 0 2743 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 832803 1596 SH SOLE 0 0 1596 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 303638 4897 SH SOLE 0 0 4897 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 253137 1412 SH SOLE 0 0 1412 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1251773 2604 SH SOLE 0 0 2604 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 790944 15406 SH SOLE 0 0 15406 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1734140 22947 SH SOLE 0 0 22947 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2493147 11324 SH SOLE 0 0 11324 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1732508 20734 SH SOLE 0 0 20734 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1842865 9266 SH SOLE 0 0 9266 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5422899 133306 SH SOLE 0 0 133306 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 2569038 23253 SH SOLE 0 0 23253 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 419893 6067 SH SOLE 0 0 6067 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 4759953 29305 SH SOLE 0 0 29305 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7707753 166907 SH SOLE 0 0 166907 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 1714079 22827 SH SOLE 0 0 22827 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1000982 26915 SH SOLE 0 0 26915 VISA INC COM CL A 92826C839 BBG001SRCFY3 1389862 5853 SH SOLE 0 0 5853 WALMART INC COM 931142103 BBG001S5XH92 1217370 7745 SH SOLE 0 0 7745 XYLEM INC COM 98419M100 BBG001V05C73 213978 1900 SH SOLE 0 0 1900 YUM BRANDS INC COM 988498101 BBG001S7JQ30 437334 3157 SH SOLE 0 0 3157