0001085146-22-002807.txt : 20220805
0001085146-22-002807.hdr.sgml : 20220805
20220804181321
ACCESSION NUMBER: 0001085146-22-002807
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220804
EFFECTIVENESS DATE: 20220805
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: 221138068
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
06-30-2022
06-30-2022
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
08-03-2022
0
153
204692
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
272
2101
SH
SOLE
0
0
2101
ABBOTT LABS
COM
002824100
1243
11438
SH
SOLE
0
0
11438
ABBVIE INC
COM
00287Y109
796
5200
SH
SOLE
0
0
5200
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
488
1759
SH
SOLE
0
0
1759
ADOBE SYSTEMS INCORPORATED
COM
00724F101
352
961
SH
SOLE
0
0
961
ADVANCE AUTO PARTS INC
COM
00751Y106
247
1427
SH
SOLE
0
0
1427
AFLAC INC
COM
001055102
366
6616
SH
SOLE
0
0
6616
AIR PRODS & CHEMS INC
COM
009158106
204
850
SH
SOLE
0
0
850
ALBEMARLE CORP
COM
012653101
308
1475
SH
SOLE
0
0
1475
ALLSTATE CORP
COM
020002101
495
3902
SH
SOLE
0
0
3902
ALPHABET INC
CAP STK CL A
02079K305
423
194
SH
SOLE
0
0
194
ALPHABET INC
CAP STK CL C
02079K107
842
385
SH
SOLE
0
0
385
AMAZON COM INC
COM
023135106
803
7560
SH
SOLE
0
0
7560
AMERICAN ELEC PWR CO INC
COM
025537101
1516
15802
SH
SOLE
0
0
15802
AMERICAN TOWER CORP NEW
COM
03027X100
483
1890
SH
SOLE
0
0
1890
AMGEN INC
COM
031162100
233
959
SH
SOLE
0
0
959
ANALOG DEVICES INC
COM
032654105
591
4045
SH
SOLE
0
0
4045
APPLE INC
COM
037833100
9519
69624
SH
SOLE
0
0
69624
ARCHER DANIELS MIDLAND CO
COM
039483102
400
5159
SH
SOLE
0
0
5159
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
332
698
SH
SOLE
0
0
698
AT&T INC
COM
00206R102
251
11956
SH
SOLE
0
0
11956
AUTOMATIC DATA PROCESSING IN
COM
053015103
1246
5932
SH
SOLE
0
0
5932
BECTON DICKINSON & CO
COM
075887109
316
1283
SH
SOLE
0
0
1283
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1192
4366
SH
SOLE
0
0
4366
BK OF AMERICA CORP
COM
060505104
319
10242
SH
SOLE
0
0
10242
BLACKROCK INC
COM
09247X101
272
447
SH
SOLE
0
0
447
BLACKROCK MUNIASSETS FD INC
COM
09254J102
390
31984
SH
SOLE
0
0
31984
BOEING CO
COM
097023105
546
3994
SH
SOLE
0
0
3994
BRISTOL-MYERS SQUIBB CO
COM
110122108
1130
14679
SH
SOLE
0
0
14679
CATERPILLAR INC
COM
149123101
853
4770
SH
SOLE
0
0
4770
CHEVRON CORP NEW
COM
166764100
1238
8552
SH
SOLE
0
0
8552
CHUBB LIMITED
COM
H1467J104
328
1666
SH
SOLE
0
0
1666
CINCINNATI FINL CORP
COM
172062101
752
6324
SH
SOLE
0
0
6324
CISCO SYS INC
COM
17275R102
1156
27107
SH
SOLE
0
0
27107
COCA COLA CO
COM
191216100
1131
17977
SH
SOLE
0
0
17977
COLGATE PALMOLIVE CO
COM
194162103
243
3033
SH
SOLE
0
0
3033
COMCAST CORP NEW
CL A
20030N101
309
7882
SH
SOLE
0
0
7882
CORNING INC
COM
219350105
214
6800
SH
SOLE
0
0
6800
COSTCO WHSL CORP NEW
COM
22160K105
976
2037
SH
SOLE
0
0
2037
DISNEY WALT CO
COM
254687106
1078
11422
SH
SOLE
0
0
11422
DNP SELECT INCOME FD INC
COM
23325P104
969
89397
SH
SOLE
0
0
89397
EMERSON ELEC CO
COM
291011104
276
3473
SH
SOLE
0
0
3473
ENBRIDGE INC
COM
29250N105
622
14725
SH
SOLE
0
0
14725
EXXON MOBIL CORP
COM
30231G102
1188
13875
SH
SOLE
0
0
13875
FACTSET RESH SYS INC
COM
303075105
285
740
SH
SOLE
0
0
740
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
290
7856
SH
SOLE
0
0
7856
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
229
5778
SH
SOLE
0
0
5778
FORD MTR CO DEL
COM
345370860
131
11792
SH
SOLE
0
0
11792
GENERAL DYNAMICS CORP
COM
369550108
705
3185
SH
SOLE
0
0
3185
GENERAL MLS INC
COM
370334104
225
2985
SH
SOLE
0
0
2985
GOLDMAN SACHS GROUP INC
COM
38141G104
390
1312
SH
SOLE
0
0
1312
GSK PLC
SPONSORED ADR
37733W105
254
5825
SH
SOLE
0
0
5825
HOME DEPOT INC
COM
437076102
1457
5313
SH
SOLE
0
0
5313
HUNTINGTON BANCSHARES INC
COM
446150104
892
74130
SH
SOLE
0
0
74130
ILLINOIS TOOL WKS INC
COM
452308109
242
1329
SH
SOLE
0
0
1329
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C417
230
8512
SH
SOLE
0
0
8512
INTEL CORP
COM
458140100
580
15524
SH
SOLE
0
0
15524
INTERNATIONAL BUSINESS MACHS
COM
459200101
882
6244
SH
SOLE
0
0
6244
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
248
4002
SH
SOLE
0
0
4002
ISHARES SILVER TR
ISHARES
46428Q109
787
42200
SH
SOLE
0
0
42200
ISHARES TR
0-5 YR TIPS ETF
46429B747
372
3671
SH
SOLE
0
0
3671
ISHARES TR
0-5YR HI YL CP
46434V407
1717
42354
SH
SOLE
0
0
42354
ISHARES TR
CORE DIV GRWTH
46434V621
857
17991
SH
SOLE
0
0
17991
ISHARES TR
CORE HIGH DV ETF
46429B663
707
7040
SH
SOLE
0
0
7040
ISHARES TR
CORE INTL AGGR
46435G672
1017
20410
SH
SOLE
0
0
20410
ISHARES TR
CORE MSCI EAFE
46432F842
5870
99744
SH
SOLE
0
0
99744
ISHARES TR
CORE S&P MCP ETF
464287507
1515
6695
SH
SOLE
0
0
6695
ISHARES TR
CORE S&P SCP ETF
464287804
295
3198
SH
SOLE
0
0
3198
ISHARES TR
CORE S&P500 ETF
464287200
4252
11214
SH
SOLE
0
0
11214
ISHARES TR
GRWT ALLOCAT ETF
464289867
771
16055
SH
SOLE
0
0
16055
ISHARES TR
ISHS 1-5YR INVS
464288646
2666
52741
SH
SOLE
0
0
52741
ISHARES TR
ISHS 5-10YR INVT
464288638
416
8150
SH
SOLE
0
0
8150
ISHARES TR
MSCI EAFE ETF
464287465
3119
49911
SH
SOLE
0
0
49911
ISHARES TR
MSCI EAFE MIN VL
46429B689
2006
31692
SH
SOLE
0
0
31692
ISHARES TR
MSCI USA MIN VOL
46429B697
6145
87524
SH
SOLE
0
0
87524
ISHARES TR
NATIONAL MUN ETF
464288414
1006
9458
SH
SOLE
0
0
9458
ISHARES TR
RUS 1000 GRW ETF
464287614
10558
48274
SH
SOLE
0
0
48274
ISHARES TR
RUS 1000 VAL ETF
464287598
10536
72674
SH
SOLE
0
0
72674
ISHARES TR
RUS 2000 GRW ETF
464287648
2368
11477
SH
SOLE
0
0
11477
ISHARES TR
RUS 2000 VAL ETF
464287630
2921
21457
SH
SOLE
0
0
21457
ISHARES TR
RUS MD CP GR ETF
464287481
3307
41744
SH
SOLE
0
0
41744
ISHARES TR
RUS MDCP VAL ETF
464287473
3096
30483
SH
SOLE
0
0
30483
ISHARES TR
RUS MID CAP ETF
464287499
224
3470
SH
SOLE
0
0
3470
ISHARES TR
RUSSELL 2000 ETF
464287655
714
4219
SH
SOLE
0
0
4219
ISHARES TR
S&P 500 GRWT ETF
464287309
3294
54584
SH
SOLE
0
0
54584
ISHARES TR
S&P 500 VAL ETF
464287408
3314
24107
SH
SOLE
0
0
24107
ISHARES TR
SELECT DIVID ETF
464287168
597
5078
SH
SOLE
0
0
5078
ISHARES TR
US TELECOM ETF
464287713
249
9900
SH
SOLE
0
0
9900
JOHNSON & JOHNSON
COM
478160104
1418
7991
SH
SOLE
0
0
7991
JPMORGAN CHASE & CO
COM
46625H100
2430
21575
SH
SOLE
0
0
21575
KEYCORP
COM
493267108
175
10150
SH
SOLE
0
0
10150
L3HARRIS TECHNOLOGIES INC
COM
502431109
384
1587
SH
SOLE
0
0
1587
LILLY ELI & CO
COM
532457108
2155
6646
SH
SOLE
0
0
6646
LOCKHEED MARTIN CORP
COM
539830109
654
1520
SH
SOLE
0
0
1520
LOWES COS INC
COM
548661107
632
3616
SH
SOLE
0
0
3616
MCDONALDS CORP
COM
580135101
1045
4233
SH
SOLE
0
0
4233
MEDTRONIC PLC
SHS
G5960L103
234
2603
SH
SOLE
0
0
2603
MERCK & CO INC
COM
58933Y105
486
5331
SH
SOLE
0
0
5331
MICROSOFT CORP
COM
594918104
6475
25213
SH
SOLE
0
0
25213
NEXTERA ENERGY INC
COM
65339F101
778
10039
SH
SOLE
0
0
10039
NIKE INC
CL B
654106103
513
5018
SH
SOLE
0
0
5018
NORFOLK SOUTHN CORP
COM
655844108
369
1625
SH
SOLE
0
0
1625
NORTHROP GRUMMAN CORP
COM
666807102
529
1105
SH
SOLE
0
0
1105
NVIDIA CORPORATION
COM
67066G104
370
2442
SH
SOLE
0
0
2442
ORACLE CORP
COM
68389X105
1055
15096
SH
SOLE
0
0
15096
PAYCHEX INC
COM
704326107
375
3290
SH
SOLE
0
0
3290
PAYPAL HLDGS INC
COM
70450Y103
213
3050
SH
SOLE
0
0
3050
PEPSICO INC
COM
713448108
1276
7656
SH
SOLE
0
0
7656
PFIZER INC
COM
717081103
1678
31995
SH
SOLE
0
0
31995
PHILLIPS 66
COM
718546104
221
2695
SH
SOLE
0
0
2695
PROCTER AND GAMBLE CO
COM
742718109
1320
9184
SH
SOLE
0
0
9184
PRUDENTIAL FINL INC
COM
744320102
239
2497
SH
SOLE
0
0
2497
QUALCOMM INC
COM
747525103
324
2539
SH
SOLE
0
0
2539
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
250
2600
SH
SOLE
0
0
2600
SABA CAPITAL INCOME & OPRNT
SHS NEW
78518H202
323
40214
SH
SOLE
0
0
40214
SELECT SECTOR SPDR TR
ENERGY
81369Y506
561
7841
SH
SOLE
0
0
7841
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
519
16511
SH
SOLE
0
0
16511
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
494
6840
SH
SOLE
0
0
6840
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
497
5685
SH
SOLE
0
0
5685
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
2791
39791
SH
SOLE
0
0
39791
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
551
7485
SH
SOLE
0
0
7485
SPDR GOLD TR
GOLD SHS
78463V107
883
5243
SH
SOLE
0
0
5243
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2566
6801
SH
SOLE
0
0
6801
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
239
577
SH
SOLE
0
0
577
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
354
7484
SH
SOLE
0
0
7484
SPDR SER TR
PRTFLO S&P500 VL
78464A508
342
9284
SH
SOLE
0
0
9284
SPDR SER TR
S&P BIOTECH
78464A870
444
5983
SH
SOLE
0
0
5983
SPDR SER TR
S&P DIVID ETF
78464A763
2118
17845
SH
SOLE
0
0
17845
STARBUCKS CORP
COM
855244109
302
3950
SH
SOLE
0
0
3950
SYSCO CORP
COM
871829107
262
3088
SH
SOLE
0
0
3088
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
224
2739
SH
SOLE
0
0
2739
TESLA INC
COM
88160R101
6649
9874
SH
SOLE
0
0
9874
THERMO FISHER SCIENTIFIC INC
COM
883556102
944
1738
SH
SOLE
0
0
1738
TYSON FOODS INC
CL A
902494103
214
2491
SH
SOLE
0
0
2491
UNITED PARCEL SERVICE INC
CL B
911312106
362
1985
SH
SOLE
0
0
1985
UNITEDHEALTH GROUP INC
COM
91324P102
1178
2293
SH
SOLE
0
0
2293
US BANCORP DEL
COM NEW
902973304
203
4421
SH
SOLE
0
0
4421
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1818
23675
SH
SOLE
0
0
23675
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
333
4424
SH
SOLE
0
0
4424
VANGUARD INDEX FDS
MID CAP ETF
922908629
2914
14793
SH
SOLE
0
0
14793
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1936
21248
SH
SOLE
0
0
21248
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2086
11844
SH
SOLE
0
0
11844
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5624
135034
SH
SOLE
0
0
135034
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
2924
28334
SH
SOLE
0
0
28334
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
369
5809
SH
SOLE
0
0
5809
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4486
31265
SH
SOLE
0
0
31265
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
8069
197781
SH
SOLE
0
0
197781
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
2414
35182
SH
SOLE
0
0
35182
VERIZON COMMUNICATIONS INC
COM
92343V104
1417
27924
SH
SOLE
0
0
27924
VISA INC
COM CL A
92826C839
1317
6689
SH
SOLE
0
0
6689
WALMART INC
COM
931142103
1157
9514
SH
SOLE
0
0
9514
WEC ENERGY GROUP INC
COM
92939U106
208
2062
SH
SOLE
0
0
2062
YUM BRANDS INC
COM
988498101
358
3155
SH
SOLE
0
0
3155