13F-HR filed by INVESTMENT PARTNERS, LTD.
INVESTMENT PARTNERS, LTD. filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-01-31, with 153 holding rows worth $134,891,000.
- Accession
- 0001085146-18-000269
- Filer
- CIK 1050068
- Filed
- 2018-01-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 153 entries on the cover page, a total value of $134,891,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,891,000 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 | 15,356 | $4,128,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 91,751 | $4,116,000 | thousands by filing date | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 29,846 | $3,753,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 33,577 | $3,667,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 27,718 | $3,446,000 | thousands by filing date | |
| IJH | 464287507 | COM | 18,030 | $3,422,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 36,141 | $3,415,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 24,871 | $3,350,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 36,593 | $3,130,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 43,531 | $3,061,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 34,695 | $2,879,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 19,153 | $2,676,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 54,074 | $2,483,000 | thousands by filing date | |
| FARMERS NATL BANC CORP | 309627107 | COMMON STOCK | 168,084 | $2,479,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 27,284 | $2,432,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 39,734 | $2,261,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 7,276 | $2,146,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 18,338 | $1,961,000 | thousands by filing date | |
| DOWDUPONT INC | 26078J100 | COM | 27,242 | $1,940,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 9,867 | $1,870,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 9,871 | $1,843,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 33,868 | $1,784,000 | thousands by filing date | |
| ALPS ETF TR | 00162Q866 | ALERIAN MLP | 163,850 | $1,768,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 15,413 | $1,761,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 11,211 | $1,713,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 14,700 | $1,676,000 | thousands by filing date | |
| SPDR SER TR | 78464A292 | WELLS FG PFD ETF | 37,695 | $1,660,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 13,289 | $1,557,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 28,169 | $1,491,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 32,114 | $1,473,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 13,644 | $1,467,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 12,158 | $1,467,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 4,742 | $1,265,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 20,265 | $1,242,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 33,784 | $1,224,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 31,341 | $1,200,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 7,415 | $1,168,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 12,665 | $1,164,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 11,484 | $1,134,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 11,832 | $1,067,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,663 | $1,059,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,302 | $1,051,000 | thousands by filing date | |
| ISHARES TR | 464287796 | U.S. ENERGY ETF | 25,850 | $1,025,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 13,907 | $1,023,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 5,912 | $1,000,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 25,288 | $983,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 7,556 | $946,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 20,145 | $930,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 18,581 | $908,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 5,758 | $878,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 18,412 | $870,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 7,221 | $861,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 14,956 | $842,000 | thousands by filing date | |
| POWERSHARES ETF TRUST DWA TECH | 73935X153 | COM | 15,538 | $802,000 | thousands by filing date | |
| ALLSTATE CORP COM | 020002101 | Stock | 7,557 | $791,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 6,569 | $788,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 5,097 | $782,000 | thousands by filing date | |
| HARRIS CORP INC | 413875105 | COM | 4,849 | $687,000 | thousands by filing date | |
| POWERSHARES ETF TR II S&P500 L | 73937B779 | COM | 14,386 | $687,000 | thousands by filing date | |
| iShares Silver Trust | 46428Q109 | COM | 41,000 | $656,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 3,750 | $652,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 2,026 | $651,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 7,457 | $630,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 11,008 | $581,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 5,850 | $566,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 10,490 | $562,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 17,453 | $515,000 | thousands by filing date | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 5,330 | $494,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 6,069 | $480,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 8,792 | $478,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,795 | $466,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,963 | $462,000 | thousands by filing date | |
| POWERSHARES | 73935S105 | EXCHANGE TRADED | 26,000 | $432,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 4,110 | $430,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 1,875 | $429,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 2,458 | $423,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 3,292 | $420,000 | thousands by filing date | |
| KEYCORP COM | 493267108 | Stock | 20,528 | $414,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 3,711 | $389,000 | thousands by filing date | |
| POWERSHARES | 73936Q108 | EXCHANGE TRADED | 13,917 | $385,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 7,940 | $374,000 | thousands by filing date | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 4,896 | $367,000 | thousands by filing date | |
| WORTHINGTON ENTERPRISES INC | 981811102 | COM | 8,314 | $366,000 | thousands by filing date | |
| Invesco Intl Developed Low Vol | 73937B688 | INTL DEV LOWVL | 10,678 | $359,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,673 | $358,000 | thousands by filing date | |
| iShares Russell Midcap ETF | 464287499 | SHS | 1,709 | $356,000 | thousands by filing date | |
| BROADCOM LTD | Y09827109 | SHS | 1,352 | $347,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 6,067 | $346,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,869 | $346,000 | thousands by filing date | |
| Schlumberger Limited | 806857108 | COM | 5,049 | $340,000 | thousands by filing date | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 2,883 | $335,000 | thousands by filing date | |
| TIFFANY & CO NEW | 886547108 | COM | 3,200 | $333,000 | thousands by filing date | |
| Guggenheim S&P 500 Equal Weighted ETf | 78355W106 | Equity | 3,299 | $333,000 | thousands by filing date | |
| GLAXOSMITHKLINE PLC-ADR | 37733W105 | SPONSORED ADR | 9,366 | $332,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 3,517 | $327,000 | thousands by filing date | |
| PEOPLES BANCORP INC | 709789101 | COM | 9,985 | $326,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 5,140 | $324,000 | thousands by filing date | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 2,241 | $323,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 3,065 | $320,000 | thousands by filing date | |
| BIOGEN INC COM | 09062X103 | Stock | 1,000 | $319,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 5,844 | $315,000 | thousands by filing date | |
| PAYCHEX INC | 704326107 | COM | 4,580 | $312,000 | thousands by filing date | |
| POWERSHARES ETF TRUST INDL SEC | 73935X369 | COM | 5,083 | $310,000 | thousands by filing date | |
| POWERSHARES ETF TRUST | 73935X344 | TECH SECT PORT | 5,865 | $309,000 | thousands by filing date | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 9,631 | $307,000 | thousands by filing date | |
| OLD REP INTL CORP COM | 680223104 | Stock | 14,287 | $305,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,471 | $299,000 | thousands by filing date | |
| POWERSHARES ETF TRUST | 73935X377 | FINL SECT PORT | 8,464 | $297,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 1,877 | $293,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 2,502 | $292,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 1,939 | $288,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,485 | $282,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 4,589 | $278,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,675 | $273,000 | thousands by filing date | |
| POWERSHARES ETF TRUST | 73935X419 | CON DISCRE SEC | 5,274 | $265,000 | thousands by filing date | |
| AFLAC INC COM | 001055102 | Stock | 3,007 | $264,000 | thousands by filing date | |
| UNITED STATES OIL FUND LP | 91232N108 | UNITS | 22,000 | $264,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 1,500 | $263,000 | thousands by filing date | |
| DTE ENERGY CO COM | 233331107 | Stock | 2,371 | $260,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 3,206 | $259,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 4,189 | $254,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 3,397 | $248,000 | thousands by filing date | |
| COMPASS MINERALS INTL INC | 20451N101 | COM | 3,435 | $248,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 483 | $248,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 2,664 | $247,000 | thousands by filing date | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,710 | $246,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 2,947 | $241,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 2,215 | $240,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 3,157 | $235,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 13,424 | $234,000 | thousands by filing date | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 5,552 | $233,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 219 | $229,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 1,567 | $229,000 | thousands by filing date | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 3,135 | $229,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 3,866 | $229,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 2,560 | $228,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 1,478 | $226,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 2,118 | $224,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 3,482 | $223,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,177 | $219,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,291 | $218,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,500 | $217,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 1,876 | $214,000 | thousands by filing date | |
| SYSCOCORP | 871829107 | COM | 3,454 | $210,000 | thousands by filing date | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,042 | $207,000 | thousands by filing date | |
| V F CORP COM | 918204108 | Stock | 2,802 | $207,000 | thousands by filing date | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 3,510 | $206,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X863 | ST DOW INTL ETF | 5,020 | $203,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 16,004 | $200,000 | thousands by filing date | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 10,854 | $179,000 | thousands by filing date | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 10,877 | $158,000 | thousands by filing date | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 13,370 | $144,000 | thousands by filing date | |
| VOYA PRIME RATE TRUST | 92913A100 | SH BEN INT | 16,710 | $85,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-18-000269 | this filing | 2018-01-31 | acceptance time not in the bulk data set |