0001085146-23-003996.txt : 20231031 0001085146-23-003996.hdr.sgml : 20231031 20231031110953 ACCESSION NUMBER: 0001085146-23-003996 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 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: 231362810 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 09-30-2023 09-30-2023 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 10-31-2023 0 133 190032901 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 816804 8434 SH SOLE 0 0 8434 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 524632 3520 SH SOLE 0 0 3520 ADOBE INC COM 00724F101 BBG001S5NCQ5 571598 1121 SH SOLE 0 0 1121 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 334106 1965 SH SOLE 0 0 1965 ALLSTATE CORP COM 020002101 BBG001S9BM06 283314 2543 SH SOLE 0 0 2543 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 613864 4691 SH SOLE 0 0 4691 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 927733 7036 SH SOLE 0 0 7036 AMAZON COM INC COM 023135106 BBG001S5PQL7 767805 6040 SH SOLE 0 0 6040 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 1616173 21486 SH SOLE 0 0 21486 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 276623 1682 SH SOLE 0 0 1682 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 322528 1842 SH SOLE 0 0 1842 APPLE INC COM 037833100 BBG001S5N8V8 6345606 37063 SH SOLE 0 0 37063 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 522293 887 SH SOLE 0 0 887 AT&T INC COM 00206R102 BBG001S5VWH2 209161 13925 SH SOLE 0 0 13925 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 268210 1331 SH SOLE 0 0 1331 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1660886 6904 SH SOLE 0 0 6904 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2060114 5881 SH SOLE 0 0 5881 BLACKROCK MUNIASSETS FD INC COM 09254J102 BBG001S7DTL0 142038 15782 SH SOLE 0 0 15782 BOEING CO COM 097023105 BBG001S5P0V3 692362 3612 SH SOLE 0 0 3612 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 604737 15618 SH SOLE 0 0 15618 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 899568 15499 SH SOLE 0 0 15499 CATERPILLAR INC COM 149123101 BBG001S5PJ06 996807 3651 SH SOLE 0 0 3651 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1358353 8056 SH SOLE 0 0 8056 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 270431 2644 SH SOLE 0 0 2644 CISCO SYS INC COM 17275R102 BBG001S6HC62 1225827 22802 SH SOLE 0 0 22802 COCA COLA CO COM 191216100 BBG001S5SMQ8 888003 15863 SH SOLE 0 0 15863 COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 BBG001S6R487 428385 5461 SH SOLE 0 0 5461 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 274698 3863 SH SOLE 0 0 3863 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 310223 6996 SH SOLE 0 0 6996 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1162678 2058 SH SOLE 0 0 2058 DISNEY WALT CO COM 254687106 BBG001S5QHF3 695594 8582 SH SOLE 0 0 8582 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 438164 46026 SH SOLE 0 0 46026 ELI LILLY & CO COM 532457108 BBG001S5STL8 3560182 6628 SH SOLE 0 0 6628 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 488777 14727 SH SOLE 0 0 14727 ENCORE ENERGY CORP COM NEW 29259W700 BBG001T8HNC6 111834 34305 SH SOLE 0 0 34305 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1947109 16560 SH SOLE 0 0 16560 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 244672 5924 SH SOLE 0 0 5924 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 BBG00J3TCS97 585320 20734 SH SOLE 0 0 20734 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 446262 2020 SH SOLE 0 0 2020 GENERAL MLS INC COM 370334104 BBG001S5RKR2 301162 4706 SH SOLE 0 0 4706 GENUINE PARTS CO COM 372460105 BBG001S5RNH7 310682 2152 SH SOLE 0 0 2152 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 529656 7068 SH SOLE 0 0 7068 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 241422 746 SH SOLE 0 0 746 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1282510 4244 SH SOLE 0 0 4244 HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 819437 78792 SH SOLE 0 0 78792 INTEL CORP COM 458140100 BBG001S5SF65 604702 17010 SH SOLE 0 0 17010 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 622952 4440 SH SOLE 0 0 4440 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 304566 1042 SH SOLE 0 0 1042 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 286847 4879 SH SOLE 0 0 4879 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 429117 3029 SH SOLE 0 0 3029 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 603528 1685 SH SOLE 0 0 1685 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 872586 42900 SH SOLE 0 0 42900 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 3170041 77262 SH SOLE 0 0 77262 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 897256 18115 SH SOLE 0 0 18115 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 671219 6788 SH SOLE 0 0 6788 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1579138 32373 SH SOLE 0 0 32373 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 4675264 72654 SH SOLE 0 0 72654 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1623687 6512 SH SOLE 0 0 6512 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 244501 2592 SH SOLE 0 0 2592 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2199628 5122 SH SOLE 0 0 5122 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1778547 35692 SH SOLE 0 0 35692 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 400530 8233 SH SOLE 0 0 8233 ISHARES TR MODERT ALLOC ETF 464289875 BBG001T3YV21 268306 6892 SH SOLE 0 0 6892 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 3380595 49051 SH SOLE 0 0 49051 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1239346 19003 SH SOLE 0 0 19003 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 350399 7924 SH SOLE 0 0 7924 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 3101135 42845 SH SOLE 0 0 42845 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 3185200 31063 SH SOLE 0 0 31063 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 11316815 42546 SH SOLE 0 0 42546 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 9780813 64424 SH SOLE 0 0 64424 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2460417 10977 SH SOLE 0 0 10977 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 2887751 21304 SH SOLE 0 0 21304 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 3870828 42374 SH SOLE 0 0 42374 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 3748495 35926 SH SOLE 0 0 35926 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 740747 4191 SH SOLE 0 0 4191 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 3757605 54920 SH SOLE 0 0 54920 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 3702948 24070 SH SOLE 0 0 24070 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 477346 4435 SH SOLE 0 0 4435 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1260352 11409 SH SOLE 0 0 11409 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1045982 6716 SH SOLE 0 0 6716 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2864513 19753 SH SOLE 0 0 19753 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 904869 2213 SH SOLE 0 0 2213 LOWES COS INC COM 548661107 BBG001S5SVL3 313130 1507 SH SOLE 0 0 1507 MARATHON PETE CORP COM 56585A102 BBG001S169P1 208142 1375 SH SOLE 0 0 1375 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 306764 1612 SH SOLE 0 0 1612 MCDONALDS CORP COM 580135101 BBG001S5T110 1380156 5239 SH SOLE 0 0 5239 MERCK & CO INC COM 58933Y105 BBG001S5TC52 699651 6796 SH SOLE 0 0 6796 MICROSOFT CORP COM 594918104 BBG001S5TD05 7131005 22584 SH SOLE 0 0 22584 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 289877 5060 SH SOLE 0 0 5060 NIKE INC CL B 654106103 BBG001S6NTK2 269958 2823 SH SOLE 0 0 2823 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 486410 1105 SH SOLE 0 0 1105 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 972859 2237 SH SOLE 0 0 2237 ORACLE CORP COM 68389X105 BBG001S5SJG6 1914615 18076 SH SOLE 0 0 18076 PEPSICO INC COM 713448108 BBG001S695T1 1881784 11106 SH SOLE 0 0 11106 PFIZER INC COM 717081103 BBG001S5V466 950021 28641 SH SOLE 0 0 28641 PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 74255Y888 BBG00H3P9YB7 2149161 127471 SH SOLE 0 0 127471 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1246981 8549 SH SOLE 0 0 8549 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 249866 2633 SH SOLE 0 0 2633 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 882619 9765 SH SOLE 0 0 9765 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 547670 16511 SH SOLE 0 0 16511 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 576345 5685 SH SOLE 0 0 5685 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 433503 6300 SH SOLE 0 0 6300 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 2370813 40231 SH SOLE 0 0 40231 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 613868 7815 SH SOLE 0 0 7815 SIFCO INDS INC COM 826546103 BBG001S5W2P8 211175 57541 SH SOLE 0 0 57541 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 898912 5243 SH SOLE 0 0 5243 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 572435 1339 SH SOLE 0 0 1339 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 259372 568 SH SOLE 0 0 568 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 921087 19924 SH SOLE 0 0 19924 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 371423 9002 SH SOLE 0 0 9002 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 2612912 22719 SH SOLE 0 0 22719 STARBUCKS CORP COM 855244109 BBG001S72KH6 316682 3470 SH SOLE 0 0 3470 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 238450 2744 SH SOLE 0 0 2744 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 808035 1596 SH SOLE 0 0 1596 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 261684 4343 SH SOLE 0 0 4343 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 221815 1423 SH SOLE 0 0 1423 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1321883 2622 SH SOLE 0 0 2622 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 755972 15406 SH SOLE 0 0 15406 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2416644 32149 SH SOLE 0 0 32149 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 204993 753 SH SOLE 0 0 753 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2329216 11185 SH SOLE 0 0 11185 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1568943 20737 SH SOLE 0 0 20737 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1666227 8813 SH SOLE 0 0 8813 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5221024 133155 SH SOLE 0 0 133155 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 2460144 23165 SH SOLE 0 0 23165 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 406354 6096 SH SOLE 0 0 6096 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 4558494 29338 SH SOLE 0 0 29338 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7181686 164265 SH SOLE 0 0 164265 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 2028839 28443 SH SOLE 0 0 28443 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 803516 24792 SH SOLE 0 0 24792 VISA INC COM CL A 92826C839 BBG001SRCFY3 1259931 5478 SH SOLE 0 0 5478 WALMART INC COM 931142103 BBG001S5XH92 1198507 7494 SH SOLE 0 0 7494 YUM BRANDS INC COM 988498101 BBG001S7JQ30 394434 3157 SH SOLE 0 0 3157