0001606587-16-000608.txt : 20160511 0001606587-16-000608.hdr.sgml : 20160511 20160511092645 ACCESSION NUMBER: 0001606587-16-000608 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160511 DATE AS OF CHANGE: 20160511 EFFECTIVENESS DATE: 20160511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellesley Investment Partners, LLC CENTRAL INDEX KEY: 0001669733 IRS NUMBER: 260337214 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17405 FILM NUMBER: 161638260 BUSINESS ADDRESS: STREET 1: 75 CENTRAL ST. STREET 2: FLOOR 2 CITY: WELLESLEY STATE: MA ZIP: 02482 BUSINESS PHONE: 781-431-1325 MAIL ADDRESS: STREET 1: 75 CENTRAL ST. STREET 2: FLOOR 2 CITY: WELLESLEY STATE: MA ZIP: 02482 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001669733 XXXXXXXX 03-31-2016 03-31-2016 false Wellesley Investment Partners, LLC

75 CENTRAL ST. FLOOR 2 WELLESLEY MA 02482

13F HOLDINGS REPORT 028-17405 N Dawn Baillie 781-431-1325 Dawn Baillie Wellesley MA 05-11-2016 0 90 166908 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE VANGUARD CRSP US SMALL CAP IND EX SMALL CP ETF 922908751 221 1980 SH SOLE NONE 0 0 1980 Berkshire Hathaway Inc CL B NEW 084670702 294 2075 SH SOLE NONE 0 0 2075 Howard Hughes Corp COM 44267D107 227 2147 SH SOLE NONE 0 0 2147 Stryker Corp COM 863667101 254 2365 SH SOLE NONE 0 0 2365 Raytheon Company COM NEW 755111507 311 2535 SH SOLE NONE 0 0 2535 Danaher Corp Del COM 235851102 270 2846 SH SOLE NONE 0 0 2846 Medtronic Inc SHS G5960L103 268 3572 SH SOLE NONE 0 0 3572 United Technologies Corp COM 913017109 393 3929 SH SOLE NONE 0 0 3929 Occidental Pete Corp COM 674599105 280 4095 SH SOLE NONE 0 0 4095 VALERO ENERGY CORP NEW COM COM 91913Y100 277 4325 SH SOLE NONE 0 0 4325 Kraft Heinz Company COM 500754106 340 4330 SH SOLE NONE 0 0 4330 Coca Cola Company COM 191216100 207 4463 SH SOLE NONE 0 0 4463 Merck & Co Inc New COM 58933Y105 242 4583 SH SOLE NONE 0 0 4583 Anheuser-Busch Inbev SPONSORED ADR 03524A108 610 4896 SH SOLE NONE 0 0 4896 3m Company COM 88579Y101 817 4905 SH SOLE NONE 0 0 4905 Home Depot Inc COM 437076102 663 4971 SH SOLE NONE 0 0 4971 Wells Fargo & Co COM 949746101 242 5007 SH SOLE NONE 0 0 5007 Automatic Data Processing COM 053015103 463 5166 SH SOLE NONE 0 0 5166 Helmerich & Payne COM 423452101 306 5210 SH SOLE NONE 0 0 5210 Abbvie Inc COM 00287Y109 300 5253 SH SOLE NONE 0 0 5253 McDonald's Corp COM 580135101 667 5310 SH SOLE NONE 0 0 5310 Johnson & Johnson COM 478160104 577 5329 SH SOLE NONE 0 0 5329 Boeing Co COM 097023105 684 5388 SH SOLE NONE 0 0 5388 Phillips COM 718546104 467 5390 SH SOLE NONE 0 0 5390 Emerson Electric Co COM 291011104 296 5451 SH SOLE NONE 0 0 5451 Chubb Corp COM H1467J104 653 5482 SH SOLE NONE 0 0 5482 Eaton Corp Plc Com SHS G29183103 372 5944 SH SOLE NONE 0 0 5944 Cardinal Health Inc COM 14149Y108 493 6018 SH SOLE NONE 0 0 6018 Gilead Sciences Inc COM 375558103 558 6071 SH SOLE NONE 0 0 6071 Bristol-Myers Squibb Co COM 110122108 397 6211 SH SOLE NONE 0 0 6211 Walt Disney Co COM DISNEY 254687106 618 6225 SH SOLE NONE 0 0 6225 Procter & Gamble COM 742718109 529 6430 SH SOLE NONE 0 0 6430 Mastercard Inc CL A 57636Q104 614 6494 SH SOLE NONE 0 0 6494 Honeywell International COM 438516106 732 6537 SH SOLE NONE 0 0 6537 Apple COM 037833100 724 6642 SH SOLE NONE 0 0 6642 Starbucks Corp COM 855244109 410 6872 SH SOLE NONE 0 0 6872 Pnc Finl Services Gp Inc COM 693475105 585 6913 SH SOLE NONE 0 0 6913 iShares Inv. Grade Corp. Bonds A RATE CP BD ETF 46429B291 370 7058 SH SOLE NONE 0 0 7058 LyondellBasell Industries SHS - A - N53745100 605 7069 SH SOLE NONE 0 0 7069 National Grid Plc SPON ADR NEW 636274300 518 7252 SH SOLE NONE 0 0 7252 VF Corporation COM 918204108 494 7625 SH SOLE NONE 0 0 7625 Accenture Plc Cl A SHS CLASS A G1151C101 881 7631 SH SOLE NONE 0 0 7631 PepsiCo, Inc. COM 713448108 803 7837 SH SOLE NONE 0 0 7837 C V S Health Corporation COM 126650100 835 8045 SH SOLE NONE 0 0 8045 Agrium Inc COM 008916108 717 8122 SH SOLE NONE 0 0 8122 Union Pacific Corp COM 907818108 661 8304 SH SOLE NONE 0 0 8304 VANGUARD S&P MID-CAP 400 ETF MIDCP 400 IDX 921932885 810 8344 SH SOLE NONE 0 0 8344 Cisco Systems Inc COM 17275R102 267 9374 SH SOLE NONE 0 0 9374 iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655 1064 9618 SH SOLE NONE 0 0 9618 Dominion Resources, Inc COM 25746U109 747 9939 SH SOLE NONE 0 0 9939 General Growth Pptys COM 370023103 297 10000 SH SOLE NONE 0 0 10000 Qualcomm Inc COM 747525103 522 10208 SH SOLE NONE 0 0 10208 Exxon Mobil Corp COM 30231G102 935 11190 SH SOLE NONE 0 0 11190 Glaxosmithkline Plc SPONSORED ADR 37733W105 463 11407 SH SOLE NONE 0 0 11407 Broadridge Financial Solutions, Inc COM 11133T103 678 11426 SH SOLE NONE 0 0 11426 TE Connectivity Ltd REG SHS H84989104 746 12047 SH SOLE NONE 0 0 12047 Mattel Incorporated COM 577081102 448 13328 SH SOLE NONE 0 0 13328 Microchip Technology COM 595017104 681 14119 SH SOLE NONE 0 0 14119 TELUS Corporation COM 87971M103 473 14553 SH SOLE NONE 0 0 14553 Johnson Controls Inc COM 478366107 570 14626 SH SOLE NONE 0 0 14626 JPMorgan Chase & Co. COM 46625H100 881 14872 SH SOLE NONE 0 0 14872 Coach Inc COM 189754104 664 16559 SH SOLE NONE 0 0 16559 H&R Block COM 093671105 447 16911 SH SOLE NONE 0 0 16911 Microsoft Corp COM 594918104 960 17386 SH SOLE NONE 0 0 17386 Invesco Ltd SHS G491BT108 560 18202 SH SOLE NONE 0 0 18202 Abbott Laboratories COM 002824100 767 18343 SH SOLE NONE 0 0 18343 Verizon Communications COM 92343V104 1043 19289 SH SOLE NONE 0 0 19289 POWERSHARES DYNAMIC LARGE CAP VALUE PORT DYNM LRG CP VL 73935X708 599 19941 SH SOLE NONE 0 0 19941 SPDR S&P 500 ETF TR UNIT 78462F103 4524 22012 SH SOLE NONE 0 0 22012 Citizens Finl Group Inc Com COM 174610105 462 22035 SH SOLE NONE 0 0 22035 Pfizer Incorporated COM 717081103 685 23104 SH SOLE NONE 0 0 23104 General Electric Company COM 369604103 873 27456 SH SOLE NONE 0 0 27456 iShares TIPS Bond ETF TIPS BD ETF 464287176 4048 35308 SH SOLE NONE 0 0 35308 PowerShares S&P 500 Low Vol. ETF S&P500 LOW VOL 73937B779 1451 35990 SH SOLE NONE 0 0 35990 Vanguard Total Stock Mkt ETF TOTAL STK MKT 922908769 4224 40300 SH SOLE NONE 0 0 40300 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 3455 42517 SH SOLE NONE 0 0 42517 Powershs Nasdaq-100 ETF UNIT SER 1 73935A104 4961 45434 SH SOLE NONE 0 0 45434 iShares U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226 5651 50987 SH SOLE NONE 0 0 50987 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 4770 57606 SH SOLE NONE 0 0 57606 iShares 7-10 Year Treasury Bond ETF 7-10 Y TR BD ETF 464287440 7665 69471 SH SOLE NONE 0 0 69471 iShares S&P 500 ETF CORE S&P500 ETF 464287200 14407 69718 SH SOLE NONE 0 0 69718 iShares S&P Mid Cap ETF CORE S&P MCP ETF 464287507 11396 79035 SH SOLE NONE 0 0 79035 Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 8150 101082 SH SOLE NONE 0 0 101082 SPDR Barclays Intermediate Corp. Bond ETF INTR TRM CORP BD 78464A375 4611 134540 SH SOLE NONE 0 0 134540 Vanguard Total Int'l Bond ETF INTL BD IDX ETF 92203J407 7565 138701 SH SOLE NONE 0 0 138701 Vanguard Emerging Markets ETF FTSE EMR MKT ETF 922042858 5417 156657 SH SOLE NONE 0 0 156657 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 7342 183128 SH SOLE NONE 0 0 183128 SPDR Barclays Short Term Corp. Bond ETF BARC SHT TR CP 78464A474 7925 258744 SH SOLE NONE 0 0 258744 iShares Gold Trust ETF ISHARES 464285105 4435 373299 SH SOLE NONE 0 0 373299 Vanguard Developed Markets ETF FTSE DEV MKT ETF 921943858 16024 446610 SH SOLE NONE 0 0 446610