0001085146-24-001824.txt : 20240416 0001085146-24-001824.hdr.sgml : 20240416 20240415211037 ACCESSION NUMBER: 0001085146-24-001824 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 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: 24845952 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 03-31-2024 03-31-2024 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 04-15-2024 0 142 220541730 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 929820 8181 SH SOLE 0 0 8181 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3070457 16861 SH SOLE 0 0 16861 ADOBE INC COM 00724F101 BBG001S5NCQ5 585336 1160 SH SOLE 0 0 1160 AFFILIATED MANAGERS GROUP IN COM 008252108 BBG001S6DMD6 270481 1615 SH SOLE 0 0 1615 AFLAC INC COM 001055102 BBG001S5NGJ4 207470 2416 SH SOLE 0 0 2416 ALLSTATE CORP COM 020002101 BBG001S9BM06 402240 2325 SH SOLE 0 0 2325 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 710277 4706 SH SOLE 0 0 4706 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1124129 7383 SH SOLE 0 0 7383 AMAZON COM INC COM 023135106 BBG001S5PQL7 1047288 5806 SH SOLE 0 0 5806 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 1749417 20318 SH SOLE 0 0 20318 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 333732 1689 SH SOLE 0 0 1689 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 335517 1696 SH SOLE 0 0 1696 APPLE INC COM 037833100 BBG001S5N8V8 6152374 35878 SH SOLE 0 0 35878 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 871128 898 SH SOLE 0 0 898 AT&T INC COM 00206R102 BBG001S5VWH2 212286 12062 SH SOLE 0 0 12062 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 265545 1361 SH SOLE 0 0 1361 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1693873 6783 SH SOLE 0 0 6783 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 252728 6665 SH SOLE 0 0 6665 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2437334 5796 SH SOLE 0 0 5796 BLACKROCK INC COM 09247X101 BBG001SDBP55 375325 450 SH SOLE 0 0 450 BLACKROCK MUNIASSETS FD INC COM 09254J102 BBG001S7DTL0 163785 14782 SH SOLE 0 0 14782 BOEING CO COM 097023105 BBG001S5P0V3 616792 3196 SH SOLE 0 0 3196 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 553628 14693 SH SOLE 0 0 14693 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 810925 14953 SH SOLE 0 0 14953 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1336900 3648 SH SOLE 0 0 3648 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1250458 7927 SH SOLE 0 0 7927 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 330533 2662 SH SOLE 0 0 2662 CISCO SYS INC COM 17275R102 BBG001S6HC62 1115257 22345 SH SOLE 0 0 22345 COCA COLA CO COM 191216100 BBG001S5SMQ8 933024 15250 SH SOLE 0 0 15250 COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 BBG001S6R487 446431 4593 SH SOLE 0 0 4593 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 350115 3888 SH SOLE 0 0 3888 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 355552 8202 SH SOLE 0 0 8202 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1482351 2023 SH SOLE 0 0 2023 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 524485 1636 SH SOLE 0 0 1636 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1008401 8241 SH SOLE 0 0 8241 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 426427 47015 SH SOLE 0 0 47015 EASTMAN CHEM CO COM 277432100 BBG001S7JNP3 210462 2100 SH SOLE 0 0 2100 EATON CORP PLC SHS G29183103 BBG001S5QZ45 205156 656 SH SOLE 0 0 656 ELI LILLY & CO COM 532457108 BBG001S5STL8 5096775 6551 SH SOLE 0 0 6551 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 518835 14340 SH SOLE 0 0 14340 ENCORE ENERGY CORP COM NEW 29259W700 BBG001T8HNC6 150256 34305 SH SOLE 0 0 34305 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1818321 15643 SH SOLE 0 0 15643 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 BBG00J3TCS97 740661 21271 SH SOLE 0 0 21271 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 544662 1928 SH SOLE 0 0 1928 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 257115 1465 SH SOLE 0 0 1465 GENERAL MLS INC COM 370334104 BBG001S5RKR2 332516 4752 SH SOLE 0 0 4752 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 428045 5844 SH SOLE 0 0 5844 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 310260 743 SH SOLE 0 0 743 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1591026 4148 SH SOLE 0 0 4148 HUNTINGTON BANCSHARES INC COM 446150104 BBG001S5RSZ6 992999 71183 SH SOLE 0 0 71183 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 203409 758 SH SOLE 0 0 758 INTEL CORP COM 458140100 BBG001S5SF65 687972 15576 SH SOLE 0 0 15576 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 770034 4032 SH SOLE 0 0 4032 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 451371 1131 SH SOLE 0 0 1131 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 323946 4918 SH SOLE 0 0 4918 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 513022 3029 SH SOLE 0 0 3029 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 747661 1684 SH SOLE 0 0 1684 ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 975975 42900 SH SOLE 0 0 42900 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 3316382 77941 SH SOLE 0 0 77941 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 1057632 18216 SH SOLE 0 0 18216 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 754683 6848 SH SOLE 0 0 6848 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1650852 33050 SH SOLE 0 0 33050 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 5116913 68943 SH SOLE 0 0 68943 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1935792 31870 SH SOLE 0 0 31870 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 286851 2595 SH SOLE 0 0 2595 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 3140497 5974 SH SOLE 0 0 5974 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1990930 38825 SH SOLE 0 0 38825 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 427232 8280 SH SOLE 0 0 8280 ISHARES TR MODERT ALLOC ETF 464289875 BBG001T3YV21 393920 9208 SH SOLE 0 0 9208 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 3925066 49149 SH SOLE 0 0 49149 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1134600 16007 SH SOLE 0 0 16007 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 365618 7087 SH SOLE 0 0 7087 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 3595280 43016 SH SOLE 0 0 43016 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 3425984 31840 SH SOLE 0 0 31840 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 12765951 37876 SH SOLE 0 0 37876 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 10490834 58572 SH SOLE 0 0 58572 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 2960276 10932 SH SOLE 0 0 10932 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 3350743 21099 SH SOLE 0 0 21099 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 4762044 41721 SH SOLE 0 0 41721 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 4560024 36384 SH SOLE 0 0 36384 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 828374 3939 SH SOLE 0 0 3939 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 4623012 54749 SH SOLE 0 0 54749 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 4472728 23943 SH SOLE 0 0 23943 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 423811 3441 SH SOLE 0 0 3441 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 400929 3627 SH SOLE 0 0 3627 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 272189 1771 SH SOLE 0 0 1771 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 953638 6028 SH SOLE 0 0 6028 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3795037 18947 SH SOLE 0 0 18947 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 892103 1961 SH SOLE 0 0 1961 LOWES COS INC COM 548661107 BBG001S5SVL3 386769 1518 SH SOLE 0 0 1518 MARATHON PETE CORP COM 56585A102 BBG001S169P1 277129 1375 SH SOLE 0 0 1375 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 332971 1617 SH SOLE 0 0 1617 MCDONALDS CORP COM 580135101 BBG001S5T110 1461750 5184 SH SOLE 0 0 5184 MERCK & CO INC COM 58933Y105 BBG001S5TC52 838407 6354 SH SOLE 0 0 6354 MICROSOFT CORP COM 594918104 BBG001S5TD05 9083678 21591 SH SOLE 0 0 21591 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 317170 4963 SH SOLE 0 0 4963 NIKE INC CL B 654106103 BBG001S6NTK2 250803 2669 SH SOLE 0 0 2669 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 529877 1107 SH SOLE 0 0 1107 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2122968 2350 SH SOLE 0 0 2350 ORACLE CORP COM 68389X105 BBG001S5SJG6 2190179 17436 SH SOLE 0 0 17436 PARK NATL CORP COM 700658107 BBG001S7X549 377663 2780 SH SOLE 0 0 2780 PEPSICO INC COM 713448108 BBG001S695T1 1855560 10603 SH SOLE 0 0 10603 PFIZER INC COM 717081103 BBG001S5V466 571515 20595 SH SOLE 0 0 20595 PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 74255Y888 BBG00H3P9YB7 2382442 131264 SH SOLE 0 0 131264 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1326046 8173 SH SOLE 0 0 8173 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 314061 2675 SH SOLE 0 0 2675 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 852319 9028 SH SOLE 0 0 9028 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 686598 16301 SH SOLE 0 0 16301 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 706636 5610 SH SOLE 0 0 5610 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 481068 6300 SH SOLE 0 0 6300 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 2567965 39116 SH SOLE 0 0 39116 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 717575 7725 SH SOLE 0 0 7725 SIFCO INDS INC COM 826546103 BBG001S5W2P8 182980 57541 SH SOLE 0 0 57541 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1078590 5243 SH SOLE 0 0 5243 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 BBG001T21KR6 229776 6537 SH SOLE 0 0 6537 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 681120 1302 SH SOLE 0 0 1302 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 316035 568 SH SOLE 0 0 568 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 964977 20341 SH SOLE 0 0 20341 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 217987 2980 SH SOLE 0 0 2980 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 451000 9002 SH SOLE 0 0 9002 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 209948 2213 SH SOLE 0 0 2213 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 3005790 22903 SH SOLE 0 0 22903 STARBUCKS CORP COM 855244109 BBG001S72KH6 361581 3956 SH SOLE 0 0 3956 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 373575 2746 SH SOLE 0 0 2746 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 869938 1497 SH SOLE 0 0 1497 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1298693 2625 SH SOLE 0 0 2625 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 836839 16013 SH SOLE 0 0 16013 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2431850 31718 SH SOLE 0 0 31718 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 257675 749 SH SOLE 0 0 749 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2603854 10421 SH SOLE 0 0 10421 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1769318 20459 SH SOLE 0 0 20459 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1860894 8141 SH SOLE 0 0 8141 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5666736 135665 SH SOLE 0 0 135665 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 2651780 22696 SH SOLE 0 0 22696 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 BBG001TCH581 483677 6151 SH SOLE 0 0 6151 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 5446040 29823 SH SOLE 0 0 29823 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 8462461 168676 SH SOLE 0 0 168676 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 2318958 28443 SH SOLE 0 0 28443 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 904313 21552 SH SOLE 0 0 21552 VISA INC COM CL A 92826C839 BBG001SRCFY3 1500573 5377 SH SOLE 0 0 5377 WALMART INC COM 931142103 BBG001S5XH92 1363544 22662 SH SOLE 0 0 22662 YUM BRANDS INC COM 988498101 BBG001S7JQ30 437854 3158 SH SOLE 0 0 3158