0001085146-20-001240.txt : 20200429
0001085146-20-001240.hdr.sgml : 20200429
20200429095634
ACCESSION NUMBER: 0001085146-20-001240
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200429
DATE AS OF CHANGE: 20200429
EFFECTIVENESS DATE: 20200429
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: 20827895
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
13F-HR
LIVE
false
false
false
0001050068
XXXXXXXX
03-31-2020
03-31-2020
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
04-27-2020
0
126
138819
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
236
1727
SH
SOLE
0
0
1727
ABBOTT LABS
COM
002824100
847
10734
SH
SOLE
0
0
10734
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
240
1468
SH
SOLE
0
0
1468
ADOBE INC
COM
00724F101
278
873
SH
SOLE
0
0
873
AFLAC INC
COM
001055102
237
6920
SH
SOLE
0
0
6920
ALLSTATE CORP
COM
020002101
541
5903
SH
SOLE
0
0
5903
ALPHABET INC
CAP STK CL C
02079K107
306
263
SH
SOLE
0
0
263
ALPS ETF TR
ALERIAN MLP
00162Q866
38
11050
SH
SOLE
0
0
11050
AMAZON COM INC
COM
023135106
517
265
SH
SOLE
0
0
265
AMERICAN ELEC PWR CO INC
COM
025537101
1314
16431
SH
SOLE
0
0
16431
ANALOG DEVICES INC
COM
032654105
260
2900
SH
SOLE
0
0
2900
APPLE INC
COM
037833100
3931
15457
SH
SOLE
0
0
15457
AT&T INC
COM
00206R102
612
20998
SH
SOLE
0
0
20998
AUTOMATIC DATA PROCESSING IN
COM
053015103
1085
7941
SH
SOLE
0
0
7941
BECTON DICKINSON & CO
COM
075887109
299
1303
SH
SOLE
0
0
1303
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
697
3812
SH
SOLE
0
0
3812
BIOGEN INC
COM
09062X103
348
1100
SH
SOLE
0
0
1100
BK OF AMERICA CORP
COM
060505104
203
9567
SH
SOLE
0
0
9567
BOEING CO
COM
097023105
711
4765
SH
SOLE
0
0
4765
BRISTOL-MYERS SQUIBB CO
COM
110122108
1028
18443
SH
SOLE
0
0
18443
CATERPILLAR INC DEL
COM
149123101
846
7293
SH
SOLE
0
0
7293
CHEVRON CORP NEW
COM
166764100
393
5418
SH
SOLE
0
0
5418
CHUBB LIMITED
COM
H1467J104
202
1809
SH
SOLE
0
0
1809
CINCINNATI FINL CORP
COM
172062101
329
4356
SH
SOLE
0
0
4356
CISCO SYS INC
COM
17275R102
1083
27558
SH
SOLE
0
0
27558
CLOROX CO DEL
COM
189054109
296
1706
SH
SOLE
0
0
1706
COCA COLA CO
COM
191216100
877
19816
SH
SOLE
0
0
19816
COLGATE PALMOLIVE CO
COM
194162103
369
5564
SH
SOLE
0
0
5564
COMCAST CORP NEW
CL A
20030N101
212
6162
SH
SOLE
0
0
6162
COSTCO WHSL CORP NEW
COM
22160K105
342
1198
SH
SOLE
0
0
1198
DISNEY WALT CO
COM DISNEY
254687106
1235
12780
SH
SOLE
0
0
12780
DNP SELECT INCOME FD
COM
23325P104
674
68883
SH
SOLE
0
0
68883
DOW INC
COM
260557103
214
7332
SH
SOLE
0
0
7332
DTE ENERGY CO
COM
233331107
225
2368
SH
SOLE
0
0
2368
DUPONT DE NEMOURS INC
COM
26614N102
213
6240
SH
SOLE
0
0
6240
ENBRIDGE INC
COM
29250N105
378
13004
SH
SOLE
0
0
13004
EVERSOURCE ENERGY
COM
30040W108
200
2564
SH
SOLE
0
0
2564
EXXON MOBIL CORP
COM
30231G102
527
13886
SH
SOLE
0
0
13886
FACTSET RESH SYS INC
COM
303075105
221
848
SH
SOLE
0
0
848
FARMERS NATIONAL BANC CORP
COM
309627107
125
10720
SH
SOLE
0
0
10720
FORD MTR CO DEL
COM
345370860
58
12096
SH
SOLE
0
0
12096
GENERAL ELECTRIC CO
COM
369604103
80
10068
SH
SOLE
0
0
10068
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
246
6486
SH
SOLE
0
0
6486
HOME DEPOT INC
COM
437076102
1327
7107
SH
SOLE
0
0
7107
ILLINOIS TOOL WKS INC
COM
452308109
208
1462
SH
SOLE
0
0
1462
INTEL CORP
COM
458140100
986
18216
SH
SOLE
0
0
18216
INTERNATIONAL BUSINESS MACHS
COM
459200101
528
4755
SH
SOLE
0
0
4755
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
293
26000
SH
SOLE
0
0
26000
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
521
9653
SH
SOLE
0
0
9653
INVESCO EXCHANGE-TRADED FD T
S&P500 LOW VOL
46138E354
513
10923
SH
SOLE
0
0
10923
ISHARES INC
CORE MSCI EMKT
46434G103
1995
49306
SH
SOLE
0
0
49306
ISHARES SILVER TRUST
ISHARES
46428Q109
529
40574
SH
SOLE
0
0
40574
ISHARES TR
CORE S&P500 ETF
464287200
3222
12468
SH
SOLE
0
0
12468
ISHARES TR
S&P 500 GRWT ETF
464287309
1797
10885
SH
SOLE
0
0
10885
ISHARES TR
S&P 500 VAL ETF
464287408
1670
17351
SH
SOLE
0
0
17351
ISHARES TR
MSCI EAFE ETF
464287465
2820
52757
SH
SOLE
0
0
52757
ISHARES TR
RUS MDCP VAL ETF
464287473
2213
34531
SH
SOLE
0
0
34531
ISHARES TR
RUS MD CP GR ETF
464287481
1721
14156
SH
SOLE
0
0
14156
ISHARES TR
CORE S&P MCP ETF
464287507
1388
9649
SH
SOLE
0
0
9649
ISHARES TR
RUS 1000 VAL ETF
464287598
7158
72168
SH
SOLE
0
0
72168
ISHARES TR
RUS 1000 GRW ETF
464287614
7355
48819
SH
SOLE
0
0
48819
ISHARES TR
RUS 2000 VAL ETF
464287630
1727
21053
SH
SOLE
0
0
21053
ISHARES TR
RUS 2000 GRW ETF
464287648
1620
10245
SH
SOLE
0
0
10245
ISHARES TR
RUSSELL 2000 ETF
464287655
399
3489
SH
SOLE
0
0
3489
ISHARES TR
NATIONAL MUN ETF
464288414
398
3524
SH
SOLE
0
0
3524
ISHARES TR
INTRM TR CRP ETF
464288638
1422
25892
SH
SOLE
0
0
25892
ISHARES TR
SH TR CRPORT ETF
464288646
986
18827
SH
SOLE
0
0
18827
ISHARES TR
CORE HIGH DV ETF
46429B663
681
9524
SH
SOLE
0
0
9524
ISHARES TR
MIN VOL EAFE ETF
46429B689
2065
33282
SH
SOLE
0
0
33282
ISHARES TR
MSCI MIN VOL ETF
46429B697
4235
78421
SH
SOLE
0
0
78421
ISHARES TR
0-5 YR TIPS ETF
46429B747
2736
27384
SH
SOLE
0
0
27384
ISHARES TR
CORE MSCI EAFE
46432F842
5152
103266
SH
SOLE
0
0
103266
ISHARES TR
0-5YR HI YL CP
46434V407
456
11161
SH
SOLE
0
0
11161
ISHARES TR
CORE DIV GRWTH
46434V621
575
17644
SH
SOLE
0
0
17644
JOHNSON & JOHNSON
COM
478160104
1096
8362
SH
SOLE
0
0
8362
JPMORGAN CHASE & CO
COM
46625H100
1770
19657
SH
SOLE
0
0
19657
KEYCORP
COM
493267108
153
14726
SH
SOLE
0
0
14726
KIMBERLY CLARK CORP
COM
494368103
244
1912
SH
SOLE
0
0
1912
L3HARRIS TECHNOLOGIES INC
COM
502431109
305
1696
SH
SOLE
0
0
1696
LCNB CORP
COM
50181P100
145
11515
SH
SOLE
0
0
11515
LILLY ELI & CO
COM
532457108
1055
7607
SH
SOLE
0
0
7607
LOCKHEED MARTIN CORP
COM
539830109
574
1694
SH
SOLE
0
0
1694
LOWES COS INC
COM
548661107
341
3967
SH
SOLE
0
0
3967
MCDONALDS CORP
COM
580135101
425
2572
SH
SOLE
0
0
2572
MEDTRONIC PLC
SHS
G5960L103
286
3167
SH
SOLE
0
0
3167
MERCK & CO. INC
COM
58933Y105
553
7185
SH
SOLE
0
0
7185
MICROSOFT CORP
COM
594918104
4754
30143
SH
SOLE
0
0
30143
NEXTERA ENERGY INC
COM
65339F101
628
2610
SH
SOLE
0
0
2610
NIKE INC
CL B
654106103
226
2731
SH
SOLE
0
0
2731
NORFOLK SOUTHERN CORP
COM
655844108
255
1744
SH
SOLE
0
0
1744
ORACLE CORP
COM
68389X105
738
15270
SH
SOLE
0
0
15270
PEPSICO INC
COM
713448108
821
6835
SH
SOLE
0
0
6835
PFIZER INC
COM
717081103
1318
40380
SH
SOLE
0
0
40380
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
6548
66150
SH
SOLE
0
0
66150
PROCTER & GAMBLE CO
COM
742718109
1299
11813
SH
SOLE
0
0
11813
PROGRESSIVE CORP OHIO
COM
743315103
318
4302
SH
SOLE
0
0
4302
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2048
36961
SH
SOLE
0
0
36961
SIRIUS XM HLDGS INC
COM
82968B103
179
36305
SH
SOLE
0
0
36305
SPDR GOLD TRUST
GOLD SHS
78463V107
237
1601
SH
SOLE
0
0
1601
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
1574
51382
SH
SOLE
0
0
51382
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1360
5276
SH
SOLE
0
0
5276
SPDR SER TR
WELLS FG PFD ETF
78464A292
615
15695
SH
SOLE
0
0
15695
SPDR SER TR
S&P DIVID ETF
78464A763
3244
40618
SH
SOLE
0
0
40618
TESLA INC
COM
88160R101
1055
2014
SH
SOLE
0
0
2014
THERMO FISHER SCIENTIFIC INC
COM
883556102
351
1236
SH
SOLE
0
0
1236
TIFFANY & CO NEW
COM
886547108
414
3200
SH
SOLE
0
0
3200
TIMKENSTEEL CORP
COM
887399103
35
10746
SH
SOLE
0
0
10746
TORO CO
COM
891092108
256
3927
SH
SOLE
0
0
3927
UNITED TECHNOLOGIES CORP
COM
913017109
279
2957
SH
SOLE
0
0
2957
UNITEDHEALTH GROUP INC
COM
91324P102
356
1429
SH
SOLE
0
0
1429
US BANCORP DEL
COM NEW
902973304
226
6548
SH
SOLE
0
0
6548
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1662
20221
SH
SOLE
0
0
20221
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
316
3705
SH
SOLE
0
0
3705
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
574
10195
SH
SOLE
0
0
10195
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1400
20043
SH
SOLE
0
0
20043
VANGUARD INDEX FDS
MID CAP ETF
922908629
2424
18411
SH
SOLE
0
0
18411
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1640
14204
SH
SOLE
0
0
14204
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
896
11449
SH
SOLE
0
0
11449
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2724
81204
SH
SOLE
0
0
81204
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
210
1795
SH
SOLE
0
0
1795
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
4093
122752
SH
SOLE
0
0
122752
VERIZON COMMUNICATIONS INC
COM
92343V104
1288
23974
SH
SOLE
0
0
23974
VISA INC
COM CL A
92826C839
1990
12351
SH
SOLE
0
0
12351
VOYA PRIME RATE TR
SH BEN INT
92913A100
298
80430
SH
SOLE
0
0
80430
WALMART INC
COM
931142103
1246
10969
SH
SOLE
0
0
10969
YUM BRANDS INC
COM
988498101
208
3037
SH
SOLE
0
0
3037