INVESTMENT PARTNERS, LTD. Diversified Active

CIK: 0001050068 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $153,430 (100.0% shares, 0.0% debt)

Holdings (167)

JPM JPMORGAN CHASE & CO 3.2%
Value ($000) $4,887 Shares 74,003 Est. Cost $44.83 Unrealized +0.1%
XLU SELECT SECTOR SPDR TR 2.4%
Value ($000) $3,674 Shares 84,878 Est. Cost $46.03 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $3,541 Shares 17,286 Est. Cost $206.97 Unrealized
GENERAL ELECTRIC CO 2.3%
Value ($000) $3,493 Shares 112,136 Est. Cost $29.21 Unrealized
BMY BRISTOL MYERS SQUIBB CO 2.3%
Value ($000) $3,488 Shares 50,706 Est. Cost $42.48 Unrealized +5.5%
IGIB ISHARES TR 2.2%
Value ($000) $3,413 Shares 31,815 Est. Cost $109.17 Unrealized
INGERSOLL-RAND PLC 2.2%
Value ($000) $3,371 Shares 60,975 Est. Cost $55.28 Unrealized
XOM EXXON MOBIL CORP 2.2%
Value ($000) $3,315 Shares 42,525 Est. Cost $53.67 Unrealized -3.2%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $2,944 Shares 63,680 Est. Cost $28.82 Unrealized +4.2%
AEP AMERICAN ELEC PWR INC 1.9%
Value ($000) $2,850 Shares 48,905 Est. Cost $41.66 Unrealized +4.8%
AAPL APPLE INC 1.8%
Value ($000) $2,837 Shares 26,948 Est. Cost $22.99 Unrealized -1.9%
IJH ISHARES TR 1.8%
Value ($000) $2,739 Shares 19,662 Est. Cost $144.46 Unrealized
T AT&T INC 1.8%
Value ($000) $2,733 Shares 79,417 Est. Cost $13.26 Unrealized +4.4%
IWN ISHARES TR 1.7%
Value ($000) $2,651 Shares 28,829 Est. Cost $101.23 Unrealized
VNQ VANGUARD INDEX FDS 1.7%
Value ($000) $2,613 Shares 32,770 Est. Cost $80.85 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,598 Shares 46,842 Est. Cost $42.45 Unrealized +8.5%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $2,465 Shares 23,995 Est. Cost $77.74 Unrealized +1.3%
EFA ISHARES TR 1.5%
Value ($000) $2,247 Shares 38,270 Est. Cost $60.83 Unrealized
ALPS ETF TR 1.4%
Value ($000) $2,134 Shares 177,107 Est. Cost $12.04 Unrealized
DNP SELECT INCOME FD 1.4%
Value ($000) $2,080 Shares 232,134 Est. Cost $9.04 Unrealized
KO COCA COLA CO 1.3%
Value ($000) $2,055 Shares 47,841 Est. Cost $30.65 Unrealized +3.9%
HBAN HUNTINGTON BANCSHARES INC 1.3%
Value ($000) $1,996 Shares 180,472 Est. Cost $6.16 Unrealized -0.6%
PFE PFIZER INC 1.3%
Value ($000) $1,961 Shares 60,756 Est. Cost $18.35 Unrealized +1.8%
HD HOME DEPOT INC 1.1%
Value ($000) $1,747 Shares 13,207 Est. Cost $81.26 Unrealized +21.1%
BA BOEING CO 1.1%
Value ($000) $1,747 Shares 12,077 Est. Cost $111.16 Unrealized +0.6%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $1,725 Shares 21,723 Est. Cost $63.09 Unrealized -2.3%
PEP PEPSICO INC 1.1%
Value ($000) $1,684 Shares 16,851 Est. Cost $71.80 Unrealized +2.0%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $1,626 Shares 18,073 Est. Cost $62.26 Unrealized -7.8%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $1,615 Shares 7,923 Est. Cost $204.71 Unrealized
IWS ISHARES TR 1.1%
Value ($000) $1,613 Shares 23,498 Est. Cost $73.36 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $1,612 Shares 11,708 Est. Cost $90.48 Unrealized -7.1%
POWERSHARES ETF TRUST 1.0%
Value ($000) $1,605 Shares 38,805 Est. Cost $42.09 Unrealized
MRK MERCK & CO INC NEW 1.0%
Value ($000) $1,593 Shares 30,173 Est. Cost $37.60 Unrealized -4.2%
SDY SPDR SERIES TRUST 1.0%
Value ($000) $1,589 Shares 21,599 Est. Cost $76.33 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 1.0%
Value ($000) $1,578 Shares 42,966 Est. Cost $37.30 Unrealized
DOW CHEM CO 1.0%
Value ($000) $1,507 Shares 29,279 Est. Cost $48.78 Unrealized
DIS DISNEY WALT CO 1.0%
Value ($000) $1,480 Shares 14,082 Est. Cost $84.68 Unrealized +5.1%
ALLE ALLEGION PUB LTD CO 0.9%
Value ($000) $1,328 Shares 20,154 Est. Cost $54.61 Unrealized 0.0%
IEMG ISHARES INC 0.8%
Value ($000) $1,245 Shares 31,600 Est. Cost $39.40 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $1,243 Shares 10,738 Est. Cost $112.06 Unrealized
DU PONT E I DE NEMOURS & CO 0.8%
Value ($000) $1,232 Shares 18,491 Est. Cost $70.69 Unrealized
IVE ISHARES TR 0.8%
Value ($000) $1,210 Shares 13,672 Est. Cost $93.17 Unrealized
POWERSHS DB MULTI SECT COMM 0.8%
Value ($000) $1,194 Shares 57,950 Est. Cost $24.88 Unrealized
V VISA INC 0.8%
Value ($000) $1,171 Shares 15,098 Est. Cost $60.34 Unrealized +12.4%
ORCL ORACLE CORP 0.7%
Value ($000) $1,122 Shares 30,717 Est. Cost $33.55 Unrealized -4.8%
IWF ISHARES TR 0.7%
Value ($000) $1,116 Shares 11,222 Est. Cost $95.67 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $1,091 Shares 11,152 Est. Cost $101.63 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,044 Shares 44,448 Est. Cost $22.13 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $1,033 Shares 29,997 Est. Cost $25.96 Unrealized -6.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,008 Shares 7,631 Est. Cost $141.59 Unrealized -6.4%
LLY LILLY ELI & CO 0.7%
Value ($000) $1,001 Shares 11,882 Est. Cost $58.47 Unrealized +9.4%
IWM ISHARES TR 0.7%
Value ($000) $999 Shares 8,871 Est. Cost $119.13 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $999 Shares 7,170 Est. Cost $142.43 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $997 Shares 11,773 Est. Cost $64.32 Unrealized +5.2%
POWERSHARES ETF TR II 0.6%
Value ($000) $967 Shares 25,066 Est. Cost $37.66 Unrealized
FMNB FARMERS NATL BANC CORP 0.6%
Value ($000) $958 Shares 111,418 Est. Cost $5.76 Unrealized +4.4%
WMT WAL-MART STORES INC 0.6%
Value ($000) $933 Shares 15,226 Est. Cost $20.12 Unrealized -9.0%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $921 Shares 4,242 Est. Cost $144.56 Unrealized +14.3%
D DOMINION RES INC VA NEW 0.6%
Value ($000) $896 Shares 13,242 Est. Cost $46.10 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $889 Shares 27,177 Est. Cost $39.35 Unrealized
IYE ISHARES TR 0.6%
Value ($000) $875 Shares 25,850 Est. Cost $33.81 Unrealized
RWO SPDR INDEX SHS FDS 0.6%
Value ($000) $857 Shares 18,315 Est. Cost $47.64 Unrealized
HDV ISHARES TR 0.5%
Value ($000) $829 Shares 11,297 Est. Cost $75.49 Unrealized
IWP ISHARES TR 0.5%
Value ($000) $766 Shares 8,328 Est. Cost $92.99 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $765 Shares 28,155 Est. Cost $18.47 Unrealized +2.6%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $764 Shares 11,473 Est. Cost $52.87 Unrealized 0.0%
PEBO PEOPLES BANCORP INC 0.5%
Value ($000) $717 Shares 38,080 Est. Cost $20.86 Unrealized -12.8%
VOYA PRIME RATE TR 0.5%
Value ($000) $709 Shares 140,090 Est. Cost $5.09 Unrealized
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $702 Shares 10,337 Est. Cost $65.79 Unrealized -19.4%
BAC BANK AMER CORP 0.4%
Value ($000) $678 Shares 40,296 Est. Cost $11.80 Unrealized -8.0%
POWERSHARES QQQ TRUST 0.4%
Value ($000) $666 Shares 5,952 Est. Cost $111.90 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $660 Shares 11,152 Est. Cost $37.12 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $648 Shares 9,077 Est. Cost $50.48 Unrealized 0.0%
PSK SPDR SERIES TRUST 0.4%
Value ($000) $635 Shares 14,211 Est. Cost $43.85 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $613 Shares 9,871 Est. Cost $51.37 Unrealized -1.7%
SLV ISHARES SILVER TRUST 0.4%
Value ($000) $590 Shares 44,732 Est. Cost $13.21 Unrealized
SJM SMUCKER J M CO 0.4%
Value ($000) $581 Shares 4,711 Est. Cost $93.46 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $566 Shares 12,599 Est. Cost $33.00 Unrealized 0.0%
WELL WELLTOWER INC 0.4%
Value ($000) $551 Shares 8,101 Est. Cost $44.70 Unrealized -0.7%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $546 Shares 5,252 Est. Cost $21.80 Unrealized 0.0%
IGSB ISHARES TR 0.3%
Value ($000) $530 Shares 5,064 Est. Cost $104.87 Unrealized
UNITED STATES OIL FUND LP 0.3%
Value ($000) $525 Shares 47,718 Est. Cost $11.00 Unrealized
F FORD MTR CO DEL 0.3%
Value ($000) $523 Shares 37,102 Est. Cost $7.70 Unrealized -3.2%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $514 Shares 7,373 Est. Cost $61.97 Unrealized -14.3%
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $494 Shares 12,232 Est. Cost $41.79 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $492 Shares 3,471 Est. Cost $129.91 Unrealized +0.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $464 Shares 8,227 Est. Cost $22.75 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $448 Shares 3,520 Est. Cost $82.71 Unrealized +12.2%
MMM 3M CO 0.3%
Value ($000) $444 Shares 2,947 Est. Cost $92.76 Unrealized 0.0%
KEY KEYCORP NEW 0.3%
Value ($000) $430 Shares 32,617 Est. Cost $8.16 Unrealized -8.8%
PGR PROGRESSIVE CORP OHIO 0.3%
Value ($000) $424 Shares 13,318 Est. Cost $24.04 Unrealized 0.0%
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $423 Shares 13,928 Est. Cost $30.54 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $419 Shares 4,762 Est. Cost $54.05 Unrealized +3.4%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $412 Shares 4,449 Est. Cost $71.48 Unrealized +2.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $404 Shares 3,420 Est. Cost $93.96 Unrealized 0.0%
RPM RPM INTL INC 0.3%
Value ($000) $400 Shares 9,089 Est. Cost $41.42 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $395 Shares 6,557 Est. Cost $60.24 Unrealized
VOD VODAFONE GROUP PLC NEW 0.2%
Value ($000) $377 Shares 11,668 Est. Cost $33.47 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $375 Shares 8,012 Est. Cost $32.22 Unrealized 0.0%
SPTI SPDR SERIES TRUST 0.2%
Value ($000) $375 Shares 6,235 Est. Cost $60.79 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $373 Shares 7,188 Est. Cost $27.88 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $372 Shares 7,974 Est. Cost $28.10 Unrealized 0.0%
SPIB SPDR SERIES TRUST 0.2%
Value ($000) $371 Shares 11,107 Est. Cost $33.87 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $369 Shares 4,911 Est. Cost $77.62 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $367 Shares 6,306 Est. Cost $31.08 Unrealized 0.0%
POWERSHARES ETF TRUST II 0.2%
Value ($000) $365 Shares 15,385 Est. Cost $24.03 Unrealized
TBT PROSHARES TR 0.2%
Value ($000) $362 Shares 8,203 Est. Cost $44.13 Unrealized
E M C CORP MASS 0.2%
Value ($000) $360 Shares 14,027 Est. Cost $29.14 Unrealized
POWERSHARES DB CMDTY IDX TRA 0.2%
Value ($000) $360 Shares 26,916 Est. Cost $13.38 Unrealized
TKR TIMKEN CO 0.2%
Value ($000) $359 Shares 12,566 Est. Cost $29.00 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $345 Shares 23,109 Est. Cost $9.95 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $344 Shares 5,060 Est. Cost $67.98 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $343 Shares 2,114 Est. Cost $110.79 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $343 Shares 5,792 Est. Cost $38.45 Unrealized +21.3%
EMR EMERSON ELEC CO 0.2%
Value ($000) $329 Shares 6,883 Est. Cost $37.38 Unrealized 0.0%
BIIB BIOGEN INC 0.2%
Value ($000) $327 Shares 1,066 Est. Cost $319.84 Unrealized -17.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $326 Shares 3,331 Est. Cost $72.40 Unrealized 0.0%
WOR WORTHINGTON INDS INC 0.2%
Value ($000) $326 Shares 10,823 Est. Cost $19.11 Unrealized 0.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $316 Shares 5,480 Est. Cost $41.20 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $312 Shares 5,743 Est. Cost $37.11 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value ($000) $307 Shares 7,184 Est. Cost $28.95 Unrealized -4.0%
PPG PPG INDS INC 0.2%
Value ($000) $299 Shares 3,022 Est. Cost $89.72 Unrealized -8.5%
SPECTRA ENERGY CORP 0.2%
Value ($000) $297 Shares 12,390 Est. Cost $23.97 Unrealized
KR KROGER CO 0.2%
Value ($000) $289 Shares 6,916 Est. Cost $31.60 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $285 Shares 11,145 Est. Cost $25.57 Unrealized
PIMCO CORPORATE & INCOME OPP 0.2%
Value ($000) $283 Shares 21,245 Est. Cost $13.34 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $280 Shares 3,841 Est. Cost $42.60 Unrealized +2.8%
WEN WENDYS CO 0.2%
Value ($000) $280 Shares 26,025 Est. Cost $9.91 Unrealized 0.0%
O REALTY INCOME CORP 0.2%
Value ($000) $271 Shares 5,240 Est. Cost $35.05 Unrealized 0.0%
POWERSHARES ETF TR II 0.2%
Value ($000) $269 Shares 9,397 Est. Cost $31.27 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $266 Shares 2,628 Est. Cost $63.47 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $263 Shares 3,111 Est. Cost $61.54 Unrealized 0.0%
MYLAN N V 0.2%
Value ($000) $259 Shares 4,795 Est. Cost $54.01 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $257 Shares 7,529 Est. Cost $26.95 Unrealized 0.0%
FIRSTMERIT CORP 0.2%
Value ($000) $248 Shares 13,318 Est. Cost $18.62 Unrealized
TGNA TEGNA INC 0.2%
Value ($000) $248 Shares 9,706 Est. Cost $15.19 Unrealized 0.0%
POWERSHARES ETF TRUST II 0.2%
Value ($000) $245 Shares 6,511 Est. Cost $37.55 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $244 Shares 3,200 Est. Cost $106.88 Unrealized
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $238 Shares 5,389 Est. Cost $26.19 Unrealized 0.0%
PRK PARK NATL CORP 0.2%
Value ($000) $237 Shares 2,623 Est. Cost $86.16 Unrealized 0.0%
UYG PROSHARES TR 0.2%
Value ($000) $236 Shares 3,320 Est. Cost $71.08 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $234 Shares 3,640 Est. Cost $49.79 Unrealized 0.0%
MANITOWOC INC 0.2%
Value ($000) $233 Shares 15,200 Est. Cost $15.33 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $230 Shares 2,455 Est. Cost $86.68 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $227 Shares 2,189 Est. Cost $76.33 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $226 Shares 4,129 Est. Cost $40.51 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $226 Shares 2,348 Est. Cost $96.25 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $219 Shares 2,747 Est. Cost $79.72 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $219 Shares 3,158 Est. Cost $50.49 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $219 Shares 2,512 Est. Cost $87.18 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $216 Shares 8,107 Est. Cost $25.80 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $216 Shares 11,800 Est. Cost $14.25 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $213 Shares 6,797 Est. Cost $31.34 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $213 Shares 2,095 Est. Cost $101.67 Unrealized
NUVEEN OHIO QUALITY INCOME M 0.1%
Value ($000) $211 Shares 13,843 Est. Cost $15.24 Unrealized
BOB EVANS FARMS INC 0.1%
Value ($000) $211 Shares 5,436 Est. Cost $38.82 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $209 Shares 2,728 Est. Cost $76.61 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $203 Shares 16,151 Est. Cost $12.57 Unrealized
NUVEEN MUN MKT OPPORTUNITY F 0.1%
Value ($000) $200 Shares 14,471 Est. Cost $13.82 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $185 Shares 13,487 Est. Cost $13.72 Unrealized
SIRIUS XM HLDGS INC 0.1%
Value ($000) $172 Shares 42,219 Est. Cost $4.07 Unrealized
INVESCO MUN TR 0.1%
Value ($000) $164 Shares 12,894 Est. Cost $12.72 Unrealized
DUFF & PHELPS UTIL CORP BD T 0.1%
Value ($000) $156 Shares 16,967 Est. Cost $9.19 Unrealized
FRONTIER COMMUNICATIONS CORP 0.1%
Value ($000) $102 Shares 21,995 Est. Cost $4.61 Unrealized
MTUS TIMKENSTEEL CORP 0.1%
Value ($000) $101 Shares 12,011 Est. Cost $7.31 Unrealized 0.0%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $56 Shares 12,525 Est. Cost $4.47 Unrealized
U S GEOTHERMAL INC 0.0%
Value ($000) $10 Shares 15,988 Est. Cost $0.63 Unrealized