0001085146-18-002427.txt : 20181029
0001085146-18-002427.hdr.sgml : 20181029
20181029164253
ACCESSION NUMBER: 0001085146-18-002427
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181029
DATE AS OF CHANGE: 20181029
EFFECTIVENESS DATE: 20181029
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16440
FILM NUMBER: 181144664
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/A
1
primary_doc.xml
13F-HR/A
LIVE
false
true
false
0001050068
XXXXXXXX
09-30-2018
09-30-2018
true
1
RESTATEMENT
false
INVESTMENT PARTNERS, LTD.
419 W HIGH AVE
PO BOX 309
NEW PHILADELPHIA
OH
44663
13F HOLDINGS REPORT
028-16440
N
Douglas G Bambeck
CCO
330-308-9707
/s/ Douglas G Bambeck
New Philadelphia
OH
10-29-2018
0
120
180089
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS
COM
002824100
620
6552
SH
SOLE
0
0
6552
AFLAC INC
COM
001055102
1125
6737
SH
SOLE
0
0
6737
ALPS ETF TR
ALERIAN MLP
00162Q866
26757
162400
SH
SOLE
0
0
162400
ALTRIA GROUP INC
COM
02209S103
4246
2120
SH
SOLE
0
0
2120
AMERICAN ELEC PWR INC
COM
025537101
207
13538
SH
SOLE
0
0
13538
ANNALY CAP MGMT INC
COM
035710409
205
1096
SH
SOLE
0
0
1096
APPLE INC
COM
037833100
454
5406
SH
SOLE
0
0
5406
AT&T INC
COM
00206R102
3594
23856
SH
SOLE
0
0
23856
AUTOMATIC DATA PROCESSING IN
COM
053015103
1921
10606
SH
SOLE
0
0
10606
BANK AMER CORP
COM
060505104
284
10951
SH
SOLE
0
0
10951
BIG LOTS INC
COM
089302103
351
994
SH
SOLE
0
0
994
BOEING CO
COM
097023105
283
5693
SH
SOLE
0
0
5693
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
318
1107
SH
SOLE
0
0
1107
BRISTOL MYERS SQUIBB CO
COM
110122108
1275
19018
SH
SOLE
0
0
19018
CATERPILLAR INC DEL
COM
149123101
396
6885
SH
SOLE
0
0
6885
CHESAPEAKE ENERGY CORP
COM
165167107
391
3200
SH
SOLE
0
0
3200
CINCINNATI FINL CORP
COM
172062101
492
4831
SH
SOLE
0
0
4831
CISCO SYS INC
COM
17275R102
766
28527
SH
SOLE
0
0
28527
COCA COLA CO
COM
191216100
396
20283
SH
SOLE
0
0
20283
DISNEY WALT CO
COM DISNEY
254687106
0
12361
SH
SOLE
0
0
12361
DNP SELECT INCOME FD
COM
23325P104
205
15370
SH
SOLE
0
0
15370
DOWDUPONT INC
COM
26078J100
310
21000
SH
SOLE
0
0
21000
EASTMAN CHEM CO
COM
277432100
447
5159
SH
SOLE
0
0
5159
EXELON CORP
COM
30161N101
212
2234
SH
SOLE
0
0
2234
EXXON MOBIL CORP
COM
30231G102
394
13812
SH
SOLE
0
0
13812
FARMERS NATL BANC CORP
COM
309627107
2074
18094
SH
SOLE
0
0
18094
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
33738R886
1211
8559
SH
SOLE
0
0
8559
FIRSTENERGY CORP
COM
337932107
216
2474
SH
SOLE
0
0
2474
FORD MTR CO DEL
COM PAR $0.01
345370860
1425
16004
SH
SOLE
0
0
16004
GENERAL ELECTRIC CO
COM
369604103
404
9411
SH
SOLE
0
0
9411
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
231
7013
SH
SOLE
0
0
7013
HALLIBURTON CO
COM
406216101
249
2326
SH
SOLE
0
0
2326
HOME DEPOT INC
COM
437076102
451
8180
SH
SOLE
0
0
8180
HUNTINGTON BANCSHARES INC
COM
446150104
246
9562
SH
SOLE
0
0
9562
INTEL CORP
COM
458140100
2755
18218
SH
SOLE
0
0
18218
INTERNATIONAL BUSINESS MACHS
COM
459200101
231
4708
SH
SOLE
0
0
4708
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
471
26000
SH
SOLE
0
0
26000
INVESCO EXCHANGE TRADED FD T
DWA INDLS MUMT
46137V845
232
3890
SH
SOLE
0
0
3890
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
1415
12086
SH
SOLE
0
0
12086
INVESCO EXCHANGE TRADED FD T
DWA TECHNOLOGY
46137V811
279
4354
SH
SOLE
0
0
4354
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
258
2937
SH
SOLE
0
0
2937
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
399
1910
SH
SOLE
0
0
1910
INVESCO EXCHNG TRADED FD TR
S&P INTL LOW
46138E230
1604
9704
SH
SOLE
0
0
9704
INVESCO EXCHNG TRADED FD TR
S&P SMLCP FINL
46138E156
437
3112
SH
SOLE
0
0
3112
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
1386
11521
SH
SOLE
0
0
11521
ISHARES INC
CORE MSCI EMKT
46434G103
2850
47262
SH
SOLE
0
0
47262
ISHARES SILVER TRUST
ISHARES
46428Q109
4425
40000
SH
SOLE
0
0
40000
ISHARES TR
0-5YR HI YL CP
46434V407
592
7123
SH
SOLE
0
0
7123
ISHARES TR
CORE HIGH DV ETF
46429B663
700
13393
SH
SOLE
0
0
13393
ISHARES TR
CORE MSCI TOTAL
46432F834
303
1036
SH
SOLE
0
0
1036
ISHARES TR
CORE S&P MCP ETF
464287507
1599
18328
SH
SOLE
0
0
18328
ISHARES TR
CORE S&P SCP ETF
464287804
322
3054
SH
SOLE
0
0
3054
ISHARES TR
CORE S&P500 ETF
464287200
3198
15890
SH
SOLE
0
0
15890
ISHARES TR
IBONDS SEP2020
46434V571
341
3950
SH
SOLE
0
0
3950
ISHARES TR
INTRM TR CRP ETF
464288638
3015
92402
SH
SOLE
0
0
92402
ISHARES TR
JPMORGAN USD EMG
464288281
294
2743
SH
SOLE
0
0
2743
ISHARES TR
MIN VOL EAFE ETF
46429B689
206
3466
SH
SOLE
0
0
3466
ISHARES TR
MIN VOL USA ETF
46429B697
127
11082
SH
SOLE
0
0
11082
ISHARES TR
MSCI EAFE ETF
464287465
10243
55350
SH
SOLE
0
0
55350
ISHARES TR
RUS 1000 GRW ETF
464287614
3354
26490
SH
SOLE
0
0
26490
ISHARES TR
RUS 1000 VAL ETF
464287598
5815
34503
SH
SOLE
0
0
34503
ISHARES TR
RUS 2000 GRW ETF
464287648
1492
11221
SH
SOLE
0
0
11221
ISHARES TR
RUS 2000 VAL ETF
464287630
7992
36243
SH
SOLE
0
0
36243
ISHARES TR
RUS MD CP GR ETF
464287481
1261
13971
SH
SOLE
0
0
13971
ISHARES TR
RUS MDCP VAL ETF
464287473
5872
33142
SH
SOLE
0
0
33142
ISHARES TR
RUS MID CAP ETF
464287499
210
1549
SH
SOLE
0
0
1549
ISHARES TR
RUSSELL 2000 ETF
464287655
1354
6296
SH
SOLE
0
0
6296
ISHARES TR
S&P 500 GRWT ETF
464287309
1221
10539
SH
SOLE
0
0
10539
ISHARES TR
S&P 500 VAL ETF
464287408
3160
13565
SH
SOLE
0
0
13565
ISHARES TR
SH TR CRPORT ETF
464288646
237
17225
SH
SOLE
0
0
17225
ISHARES TR
U.S. ENERGY ETF
464287796
9884
43450
SH
SOLE
0
0
43450
JOHNSON & JOHNSON
COM
478160104
568
16225
SH
SOLE
0
0
16225
JPMORGAN CHASE & CO
COM
46625H100
561
21950
SH
SOLE
0
0
21950
KEYCORP NEW
COM
493267108
1897
16694
SH
SOLE
0
0
16694
LILLY ELI & CO
COM
532457108
482
6296
SH
SOLE
0
0
6296
MANULIFE FINL CORP
COM
56501R106
515
430
SH
SOLE
0
0
430
MAXIM INTEGRATED PRODS INC
COM
57772K101
314
1876
SH
SOLE
0
0
1876
MCDONALDS CORP
COM
580135101
346
2608
SH
SOLE
0
0
2608
MEDTRONIC PLC
SHS
G5960L103
248
3497
SH
SOLE
0
0
3497
MERCK & CO INC
COM
58933Y105
370
7733
SH
SOLE
0
0
7733
MICROSOFT CORP
COM
594918104
3207
32489
SH
SOLE
0
0
32489
OLD REP INTL CORP
COM
680223104
888
13105
SH
SOLE
0
0
13105
ORACLE CORP
COM
68389X105
520
15888
SH
SOLE
0
0
15888
PAYCHEX INC
COM
704326107
247
2807
SH
SOLE
0
0
2807
PEOPLES BANCORP INC
COM
709789101
257
9985
SH
SOLE
0
0
9985
PEPSICO INC
COM
713448108
290
6571
SH
SOLE
0
0
6571
PFIZER INC
COM
717081103
790
32688
SH
SOLE
0
0
32688
PHILIP MORRIS INTL INC
COM
718172109
270
2718
SH
SOLE
0
0
2718
PIMCO CORPORATE & INCOME OPP
COM
72201B101
95
10854
SH
SOLE
0
0
10854
PPG INDS INC
COM
693506107
406
2528
SH
SOLE
0
0
2528
PROCTER AND GAMBLE CO
COM
742718109
6
11567
SH
SOLE
0
0
11567
PROGRESSIVE CORP OHIO
COM
743315103
328
4910
SH
SOLE
0
0
4910
RAYMOND JAMES FINANCIAL INC
COM
754730109
691
3346
SH
SOLE
0
0
3346
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
887
33868
SH
SOLE
0
0
33868
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
2387
21173
SH
SOLE
0
0
21173
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
208
3873
SH
SOLE
0
0
3873
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
1440
3919
SH
SOLE
0
0
3919
SPDR S&P 500 ETF TR
TR UNIT
78462F103
332
4857
SH
SOLE
0
0
4857
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1156
36050
SH
SOLE
0
0
36050
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
4558
37695
SH
SOLE
0
0
37695
SUNTRUST BKS INC
COM
867914103
283
3863
SH
SOLE
0
0
3863
SYSCO CORP
COM
871829107
360
3146
SH
SOLE
0
0
3146
TIFFANY & CO NEW
COM
886547108
300
3200
SH
SOLE
0
0
3200
TIMKENSTEEL CORP
COM
887399103
934
9046
SH
SOLE
0
0
9046
TORONTO DOMINION BK ONT
COM NEW
891160509
456
3519
SH
SOLE
0
0
3519
UNITED STATES OIL FUND LP
UNITS
91232N108
2263
22000
SH
SOLE
0
0
22000
UNITED TECHNOLOGIES CORP
COM
913017109
793
2982
SH
SOLE
0
0
2982
US BANCORP DEL
COM NEW
902973304
251
9207
SH
SOLE
0
0
9207
VANECK VECTORS ETF TR
OIL SVCS ETF
92189F718
335
1244
SH
SOLE
0
0
1244
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
153
14647
SH
SOLE
0
0
14647
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
453
6215
SH
SOLE
0
0
6215
VANGUARD GROUP
DIV APP ETF
921908844
215
2701
SH
SOLE
0
0
2701
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3738
33737
SH
SOLE
0
0
33737
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4126
58034
SH
SOLE
0
0
58034
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
435
10048
SH
SOLE
0
0
10048
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5097
124307
SH
SOLE
0
0
124307
VERIZON COMMUNICATIONS INC
COM
92343V104
1847
19768
SH
SOLE
0
0
19768
VISA INC
COM CL A
92826C839
317
14602
SH
SOLE
0
0
14602
VOYA PRIME RATE TR
SH BEN INT
92913A100
420
16710
SH
SOLE
0
0
16710
WALMART INC
COM
931142103
1359
11623
SH
SOLE
0
0
11623