13F-HR filed by INVESTMENT PARTNERS, LTD.
INVESTMENT PARTNERS, LTD. filed this 13F-HR for the quarter ended 2014-12-31, filed 2015-02-09, with 95 holding rows worth $86,839,000.
- Accession
- 0001085146-15-000297
- Filer
- CIK 1050068
- Filed
- 2015-02-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2014
A holdings report, 95 entries on the cover page, a total value of $86,839,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $86,839,000 with VALUE read as thousands by filing date, 13F file number 028-16440. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 19,025 | $3,939,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 99,180 | $3,755,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 33,123 | $3,620,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 90,405 | $3,616,000 | thousands by filing date | |
| IJH | 464287507 | COM | 20,749 | $3,004,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 60,702 | $2,866,000 | thousands by filing date | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 27,881 | $2,834,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 30,974 | $2,507,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 35,742 | $2,176,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 17,493 | $1,827,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 21,554 | $1,587,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 16,148 | $1,467,000 | thousands by filing date | |
| POWERSHARES | 73936B408 | EXCHANGE TRADED | 57,950 | $1,442,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 33,853 | $1,425,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 29,776 | $1,384,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 21,235 | $1,255,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 13,190 | $1,237,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 20,294 | $1,231,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 13,102 | $1,210,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 10,712 | $1,195,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 11,197 | $1,173,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 9,659 | $1,155,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 24,421 | $1,145,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 13,300 | $1,054,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 21,955 | $1,048,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 7,862 | $1,019,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 12,793 | $1,009,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,811 | $992,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 21,680 | $971,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 30,288 | $947,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 3,541 | $928,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 25,299 | $919,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 6,343 | $906,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,920 | $892,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 7,836 | $877,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 34,180 | $866,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 5,292 | $848,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 10,096 | $844,000 | thousands by filing date | |
| DU PONT E I DE NEMOURS & CO | 263534109 | COM | 11,386 | $841,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 23,222 | $840,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 4,073 | $837,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 8,873 | $835,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R605 | DORSEY WRT 5 ETF | 37,064 | $816,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 24,121 | $806,000 | thousands by filing date | |
| POWERSHS DB MULTI SECT COMM | 73936B101 | DB ENERGY FUND | 45,000 | $786,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 3,967 | $762,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 8,607 | $739,000 | thousands by filing date | |
| Dow Chemical Company | 260543103 | COM | 15,725 | $718,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 7,515 | $688,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 6,983 | $668,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 6,353 | $663,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 6,822 | $635,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 21,670 | $601,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 7,847 | $601,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 8,570 | $594,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 9,461 | $580,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 6,068 | $573,000 | thousands by filing date | |
| SPDR SER TR | 78464A292 | WELLS FG PFD ETF | 13,052 | $570,000 | thousands by filing date | |
| ALLSTATE CORP COM | 020002101 | Stock | 7,957 | $561,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,981 | $552,000 | thousands by filing date | |
| ISHARES S&P GSCI COMMODITY- | 46428R107 | UNIT BEN INT | 24,000 | $518,000 | thousands by filing date | |
| POWERSHARES ETF TRUST DWA TECH | 73935X153 | COM | 12,523 | $516,000 | thousands by filing date | |
| PEOPLES BANCORP INC | 709789101 | COM | 18,514 | $480,000 | thousands by filing date | |
| POWERSHARES ETF TR II S&P500 L | 73937B779 | COM | 11,904 | $454,000 | thousands by filing date | |
| WELLTOWER INC | 42217K106 | COM | 5,920 | $451,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 7,792 | $443,000 | thousands by filing date | |
| Schlumberger Limited | 806857108 | COM | 5,063 | $432,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 1,732 | $402,000 | thousands by filing date | |
| POWERSHS DB MULTI SECT COMM DB | 73936B200 | ETF - EQUITY | 10,000 | $366,000 | thousands by filing date | |
| GLAXOSMITHKLINE PLC-ADR | 37733W105 | SPONSORED ADR | 8,244 | $351,000 | thousands by filing date | |
| E M C CORP MASS | 268648102 | COM | 11,777 | $351,000 | thousands by filing date | |
| TIFFANY & CO NEW | 886547108 | COM | 3,200 | $342,000 | thousands by filing date | |
| BIOGEN INC COM | 09062X103 | Stock | 1,000 | $339,000 | thousands by filing date | |
| SPECTRA ENERGY CORP | 847560109 | COM | 8,696 | $315,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 6,675 | $299,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 16,407 | $293,000 | thousands by filing date | |
| KEYCORP COM | 493267108 | Stock | 20,861 | $290,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,443 | $284,000 | thousands by filing date | |
| POWERSHARES | 73936Q108 | EXCHANGE TRADED | 11,967 | $284,000 | thousands by filing date | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 8,133 | $278,000 | thousands by filing date | |
| Invesco Intl Developed Low Vol | 73937B688 | INTL DEV LOWVL | 8,867 | $278,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,916 | $275,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 2,333 | $246,000 | thousands by filing date | |
| ALPS ETF TR | 00162Q866 | ALERIAN MLP | 14,020 | $246,000 | thousands by filing date | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 4,656 | $241,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 2,819 | $224,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 2,941 | $214,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 3,424 | $205,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,506 | $203,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 12,956 | $201,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,583 | $200,000 | thousands by filing date | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 12,569 | $132,000 | thousands by filing date | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 10,723 | $114,000 | thousands by filing date | |
| VOYA PRIME RATE TRUST | 92913A100 | SH BEN INT | 16,710 | $89,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 13,054 | $47,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-15-000297 | this filing | 2015-02-09 | acceptance time not in the bulk data set |