0001085146-24-000678.txt : 20240202 0001085146-24-000678.hdr.sgml : 20240202 20240202133023 ACCESSION NUMBER: 0001085146-24-000678 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT PARTNERS, LTD. CENTRAL INDEX KEY: 0001050068 ORGANIZATION NAME: 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: 24590013 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 12-31-2023 12-31-2023 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 02-02-2024 0 133 203136657 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 869500 7900 SH SOLE 0 0 7900 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 548938 3542 SH SOLE 0 0 3542 ADOBE INC COM 00724F101 BBG001S5NCQ5 680721 1141 SH SOLE 0 0 1141 AFFILIATED MANAGERS GROUP IN COM 008252108 BBG001S6DMD6 235472 1555 SH SOLE 0 0 1555 ALLSTATE CORP COM 020002101 BBG001S9BM06 325008 2322 SH SOLE 0 0 2322 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 660175 4726 SH SOLE 0 0 4726 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1049405 7446 SH SOLE 0 0 7446 AMAZON COM INC COM 023135106 BBG001S5PQL7 860285 5662 SH SOLE 0 0 5662 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 1688258 20786 SH SOLE 0 0 20786 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 346186 1604 SH SOLE 0 0 1604 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 335728 1691 SH SOLE 0 0 1691 APPLE INC COM 037833100 BBG001S5N8V8 6985040 36280 SH SOLE 0 0 36280 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 671749 887 SH SOLE 0 0 887 AT&T INC COM 00206R102 BBG001S5VWH2 234850 13996 SH SOLE 0 0 13996 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 323727 1361 SH SOLE 0 0 1361 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1576491 6767 SH SOLE 0 0 6767 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 224184 6658 SH SOLE 0 0 6658 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2067201 5796 SH SOLE 0 0 5796 BLACKROCK MUNIASSETS FD INC COM 09254J102 BBG001S7DTL0 156541 14782 SH SOLE 0 0 14782 BOEING CO COM 097023105 BBG001S5P0V3 936831 3594 SH SOLE 0 0 3594 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 514942 14546 SH SOLE 0 0 14546 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 763352 14877 SH SOLE 0 0 14877 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1077421 3644 SH SOLE 0 0 3644 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1211798 8124 SH SOLE 0 0 8124 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 274488 2653 SH SOLE 0 0 2653 CISCO SYS INC COM 17275R102 BBG001S6HC62 1121605 22201 SH SOLE 0 0 22201 COCA COLA CO COM 191216100 BBG001S5SMQ8 938512 15926 SH SOLE 0 0 15926 COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 BBG001S6R487 425020 4491 SH SOLE 0 0 4491 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 308959 3876 SH SOLE 0 0 3876 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 308321 7031 SH SOLE 0 0 7031 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1316954 1995 SH SOLE 0 0 1995 DISNEY WALT CO COM 254687106 BBG001S5QHF3 742751 8226 SH SOLE 0 0 8226 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 394934 46572 SH SOLE 0 0 46572 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 230518 4905 SH SOLE 0 0 4905 ELI LILLY & CO COM 532457108 BBG001S5STL8 3817578 6549 SH SOLE 0 0 6549 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 503895 13989 SH SOLE 0 0 13989 ENCORE ENERGY CORP COM NEW 29259W700 BBG001T8HNC6 134819 34305 SH SOLE 0 0 34305 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1616219 16165 SH SOLE 0 0 16165 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 304987 5978 SH SOLE 0 0 5978 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 BBG00J3TCS97 686724 20956 SH SOLE 0 0 20956 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 498446 1920 SH SOLE 0 0 1920 GENERAL MLS INC COM 370334104 BBG001S5RKR2 310996 4774 SH SOLE 0 0 4774 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 517124 6383 SH SOLE 0 0 6383 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 286028 741 SH SOLE 0 0 741 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1443947 4167 SH SOLE 0 0 4167 HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 941320 74003 SH SOLE 0 0 74003 INTEL CORP COM 458140100 BBG001S5SF65 805435 16029 SH SOLE 0 0 16029 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 658641 4027 SH SOLE 0 0 4027 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 369409 1095 SH SOLE 0 0 1095 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 307057 4900 SH SOLE 0 0 4900 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 477941 3029 SH SOLE 0 0 3029 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 693662 1694 SH SOLE 0 0 1694 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 934362 42900 SH SOLE 0 0 42900 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 3244517 76848 SH SOLE 0 0 76848 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 978922 18189 SH SOLE 0 0 18189 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 696691 6831 SH SOLE 0 0 6831 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1631062 32752 SH SOLE 0 0 32752 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 5007830 71185 SH SOLE 0 0 71185 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1764843 6368 SH SOLE 0 0 6368 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 281284 2598 SH SOLE 0 0 2598 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2310269 4837 SH SOLE 0 0 4837 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1972446 38468 SH SOLE 0 0 38468 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 429729 8264 SH SOLE 0 0 8264 ISHARES TR MODERT ALLOC ETF 464289875 BBG001T3YV21 367489 8853 SH SOLE 0 0 8853 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 3703402 49149 SH SOLE 0 0 49149 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1109949 16007 SH SOLE 0 0 16007 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 345916 7087 SH SOLE 0 0 7087 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 3356011 43009 SH SOLE 0 0 43009 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 3453401 31855 SH SOLE 0 0 31855 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 11901217 39256 SH SOLE 0 0 39256 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 9922883 60048 SH SOLE 0 0 60048 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2725703 10807 SH SOLE 0 0 10807 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 3244267 20886 SH SOLE 0 0 20886 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 4345484 41600 SH SOLE 0 0 41600 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 4199499 36112 SH SOLE 0 0 36112 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 790528 3939 SH SOLE 0 0 3939 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 4113372 54772 SH SOLE 0 0 54772 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 4184547 24064 SH SOLE 0 0 24064 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 493792 4213 SH SOLE 0 0 4213 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 1306362 11862 SH SOLE 0 0 11862 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 961510 6134 SH SOLE 0 0 6134 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3283320 19302 SH SOLE 0 0 19302 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 894742 1974 SH SOLE 0 0 1974 LOWES COS INC COM 548661107 BBG001S5SVL3 336668 1513 SH SOLE 0 0 1513 MARATHON PETE CORP COM 56585A102 BBG001S169P1 221550 1493 SH SOLE 0 0 1493 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 305934 1615 SH SOLE 0 0 1615 MCDONALDS CORP COM 580135101 BBG001S5T110 1560376 5262 SH SOLE 0 0 5262 MERCK & CO INC COM 58933Y105 BBG001S5TC52 766448 7030 SH SOLE 0 0 7030 MICROSOFT CORP COM 594918104 BBG001S5TD05 8173151 21735 SH SOLE 0 0 21735 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 402141 6621 SH SOLE 0 0 6621 NIKE INC CL B 654106103 BBG001S6NTK2 289459 2666 SH SOLE 0 0 2666 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 517295 1105 SH SOLE 0 0 1105 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1155121 2333 SH SOLE 0 0 2333 ORACLE CORP COM 68389X105 BBG001S5SJG6 1853284 17578 SH SOLE 0 0 17578 PEPSICO INC COM 713448108 BBG001S695T1 1853495 10913 SH SOLE 0 0 10913 PFIZER INC COM 717081103 BBG001S5V466 633565 22006 SH SOLE 0 0 22006 PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 74255Y888 BBG00H3P9YB7 2232017 127471 SH SOLE 0 0 127471 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1592296 10866 SH SOLE 0 0 10866 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 275305 2655 SH SOLE 0 0 2655 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 756379 9022 SH SOLE 0 0 9022 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 612918 16301 SH SOLE 0 0 16301 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 639484 5610 SH SOLE 0 0 5610 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 453789 6300 SH SOLE 0 0 6300 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 2541144 40125 SH SOLE 0 0 40125 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 660797 7725 SH SOLE 0 0 7725 SIFCO INDS INC COM 826546103 BBG001S5W2P8 261236 57541 SH SOLE 0 0 57541 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1002304 5243 SH SOLE 0 0 5243 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 617939 1300 SH SOLE 0 0 1300 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 288192 568 SH SOLE 0 0 568 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 972096 20341 SH SOLE 0 0 20341 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 419763 9002 SH SOLE 0 0 9002 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 2840528 22730 SH SOLE 0 0 22730 STARBUCKS CORP COM 855244109 BBG001S72KH6 306581 3193 SH SOLE 0 0 3193 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 285474 2745 SH SOLE 0 0 2745 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 794370 1497 SH SOLE 0 0 1497 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 207813 3216 SH SOLE 0 0 3216 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1378175 2618 SH SOLE 0 0 2618 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 826751 16013 SH SOLE 0 0 16013 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2422054 31447 SH SOLE 0 0 31447 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 232493 748 SH SOLE 0 0 748 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2545313 10941 SH SOLE 0 0 10941 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1807698 20458 SH SOLE 0 0 20458 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1811118 8490 SH SOLE 0 0 8490 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5507671 134007 SH SOLE 0 0 134007 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 2562863 22280 SH SOLE 0 0 22280 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 444563 6129 SH SOLE 0 0 6129 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 5004404 29369 SH SOLE 0 0 29369 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 7901725 164963 SH SOLE 0 0 164963 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 2256668 28443 SH SOLE 0 0 28443 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 847678 22485 SH SOLE 0 0 22485 VISA INC COM CL A 92826C839 BBG001SRCFY3 1384378 5317 SH SOLE 0 0 5317 WALMART INC COM 931142103 BBG001S5XH92 1226194 7778 SH SOLE 0 0 7778 YUM BRANDS INC COM 988498101 BBG001S7JQ30 412557 3157 SH SOLE 0 0 3157