0001606587-16-000722.txt : 20160810 0001606587-16-000722.hdr.sgml : 20160810 20160810080039 ACCESSION NUMBER: 0001606587-16-000722 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160810 DATE AS OF CHANGE: 20160810 EFFECTIVENESS DATE: 20160810 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: 161820006 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 06-30-2016 06-30-2016 false Wellesley Investment Partners, LLC

75 CENTRAL ST. FLOOR 2 WELLESLEY MA 02482

13F HOLDINGS REPORT 028-17405 N Dawn Baillie 781-489-7625 Dawn Baillie Wellesley MA 08-05-2016 0 94 185457 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Marsh & McLennan Companies Inc COM 571748102 204 2980 SH SOLE None 0 0 2980 TJX Companies Inc COM 872540109 215 2793 SH SOLE None 0 0 2793 Nextera Energy Inc COM 65339F101 216 1658 SH SOLE None 0 0 1658 AT&T COM 00206R102 219 5070 SH SOLE None 0 0 5070 Chevron Corporation COM 166764100 219 2090 SH SOLE None 0 0 2090 Coca Cola Company COM 191216100 220 4863 SH SOLE None 0 0 4863 VALERO ENERGY CORP NEW COM COM 91913Y100 220 4325 SH SOLE None 0 0 4325 VANGUARD CRSP US SMALL CAP IND EX SMALL CP ETF 922908751 225 1951 SH SOLE None 0 0 1951 Howard Hughes Corp COM 44267D107 245 2147 SH SOLE None 0 0 2147 Wells Fargo & Co COM 949746101 248 5258 SH SOLE None 0 0 5258 Intel Corp COM 458140100 253 7734 SH SOLE None 0 0 7734 Merck & Co Inc New COM 58933Y105 268 4669 SH SOLE None 0 0 4669 Stryker Corp COM 863667101 283 2365 SH SOLE None 0 0 2365 Emerson Electric Co COM 291011104 284 5451 SH SOLE None 0 0 5451 Danaher Corp Del COM 235851102 287 2846 SH SOLE None 0 0 2846 Medtronic Inc SHS G5960L103 296 3412 SH SOLE None 0 0 3412 General Growth Pptys COM 370023103 298 10000 SH SOLE None 0 0 10000 Berkshire Hathaway Inc CL B NEW 084670702 300 2075 SH SOLE None 0 0 2075 Cisco Systems Inc COM 17275R102 314 10976 SH SOLE None 0 0 10976 Abbvie Inc COM 00287Y109 325 5253 SH SOLE None 0 0 5253 Starbucks Corp COM 855244109 338 5922 SH SOLE None 0 0 5922 Bristol-Myers Squibb Co COM 110122108 339 4611 SH SOLE None 0 0 4611 Occidental Pete Corp COM 674599105 347 4595 SH SOLE None 0 0 4595 iShares Inv. Grade Corp. Bonds A RATE CP BD ETF 46429B291 367 6838 SH SOLE None 0 0 6838 Helmerich & Payne COM 423452101 374 5572 SH SOLE None 0 0 5572 Kraft Heinz Company COM 500754106 383 4330 SH SOLE None 0 0 4330 Eaton Corp Plc Com SHS G29183103 393 6583 SH SOLE None 0 0 6583 Raytheon Company COM NEW 755111507 399 2935 SH SOLE None 0 0 2935 United Technologies Corp COM 913017109 411 4010 SH SOLE None 0 0 4010 POWERSHARES DYNAMIC LARGE CAP VALUE PORT DYNM LRG CP VL 73935X708 448 14548 SH SOLE None 0 0 14548 Mattel Incorporated COM 577081102 449 14366 SH SOLE None 0 0 14366 H&R Block COM 093671105 450 19607 SH SOLE None 0 0 19607 Procter & Gamble COM 742718109 473 5593 SH SOLE None 0 0 5593 Phillips COM 718546104 478 6025 SH SOLE None 0 0 6025 Automatic Data Processing COM 053015103 496 5399 SH SOLE None 0 0 5399 TELUS Corporation COM 87971M103 505 15705 SH SOLE None 0 0 15705 Invesco Ltd SHS G491BT108 509 19956 SH SOLE None 0 0 19956 Citizens Finl Group Inc Com COM 174610105 514 25726 SH SOLE None 0 0 25726 Cardinal Health Inc COM 14149Y108 529 6791 SH SOLE None 0 0 6791 Glaxosmithkline Plc SPONSORED ADR 37733W105 530 12248 SH SOLE None 0 0 12248 VF Corporation COM 918204108 539 8779 SH SOLE None 0 0 8779 LyondellBasell Industries SHS - A - N53745100 573 7709 SH SOLE None 0 0 7709 National Grid Plc SPON ADR NEW 636274300 575 7745 SH SOLE None 0 0 7745 Pnc Finl Services Gp Inc COM 693475105 597 7336 SH SOLE None 0 0 7336 Qualcomm Inc COM 747525103 598 11178 SH SOLE None 0 0 11178 Gilead Sciences Inc COM 375558103 605 7258 SH SOLE None 0 0 7258 Mastercard Inc CL A 57636Q104 618 7026 SH SOLE None 0 0 7026 Walt Disney Co COM DISNEY 254687106 643 6581 SH SOLE None 0 0 6581 McDonald's Corp COM 580135101 644 5358 SH SOLE None 0 0 5358 Home Depot Inc COM 437076102 668 5238 SH SOLE None 0 0 5238 VANGUARD S&P MID-CAP 400 ETF MIDCP 400 IDX 921932885 676 6747 SH SOLE None 0 0 6747 Johnson & Johnson COM 478160104 684 5642 SH SOLE None 0 0 5642 Anheuser-Busch Inbev SPONSORED ADR 03524A108 685 5205 SH SOLE None 0 0 5205 Johnson Controls Inc COM 478366107 692 15646 SH SOLE None 0 0 15646 Coach Inc COM 189754104 708 17397 SH SOLE None 0 0 17397 Apple COM 037833100 712 7453 SH SOLE None 0 0 7453 TE Connectivity Ltd REG SHS H84989104 722 12656 SH SOLE None 0 0 12656 Boeing Co COM 097023105 735 5662 SH SOLE None 0 0 5662 Abbott Laboratories COM 002824100 745 18963 SH SOLE None 0 0 18963 Microchip Technology COM 595017104 748 14743 SH SOLE None 0 0 14743 Union Pacific Corp COM 907818108 761 8730 SH SOLE None 0 0 8730 General Electric Company COM 369604103 768 24406 SH SOLE None 0 0 24406 C V S Health Corporation COM 126650100 770 8045 SH SOLE None 0 0 8045 Agrium Inc COM 008916108 771 8536 SH SOLE None 0 0 8536 Broadridge Financial Solutions, Inc COM 11133T103 776 11916 SH SOLE None 0 0 11916 Chubb Corp COM H1467J104 803 6144 SH SOLE None 0 0 6144 Pfizer Incorporated COM 717081103 805 22866 SH SOLE None 0 0 22866 Honeywell International COM 438516106 808 6947 SH SOLE None 0 0 6947 Dominion Resources, Inc COM 25746U109 836 10732 SH SOLE None 0 0 10732 Accenture Plc Cl A SHS CLASS A G1151C101 872 7700 SH SOLE None 0 0 7700 PepsiCo, Inc. COM 713448108 873 8241 SH SOLE None 0 0 8241 3m Company COM 88579Y101 921 5261 SH SOLE None 0 0 5261 JPMorgan Chase & Co. COM 46625H100 986 15877 SH SOLE None 0 0 15877 Microsoft Corp COM 594918104 1074 21000 SH SOLE None 0 0 21000 Exxon Mobil Corp COM 30231G102 1113 11880 SH SOLE None 0 0 11880 Verizon Communications COM 92343V104 1125 20157 SH SOLE None 0 0 20157 PowerShares S&P 500 Low Vol. ETF S&P500 LOW VOL 73937B779 1353 31631 SH SOLE None 0 0 31631 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 3394 40781 SH SOLE None 0 0 40781 iShares TIPS Bond ETF TIPS BD ETF 464287176 4310 36944 SH SOLE None 0 0 36944 Vanguard Total Stock Mkt ETF TOTAL STK MKT 922908769 4357 40668 SH SOLE None 0 0 40668 SPDR S&P 500 ETF TR UNIT 78462F103 4519 21576 SH SOLE None 0 0 21576 Powershs Nasdaq-100 ETF UNIT SER 1 73935A104 4745 44125 SH SOLE None 0 0 44125 iShares Gold Trust ETF ISHARES 464285105 4959 388667 SH SOLE None 0 0 388667 SPDR Barclays Intermediate Corp. Bond ETF INTR TRM CORP BD 78464A375 5054 144883 SH SOLE None 0 0 144883 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 5137 60948 SH SOLE None 0 0 60948 Vanguard Emerging Markets ETF FTSE EMR MKT ETF 922042858 5385 152853 SH SOLE None 0 0 152853 iShares U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226 7557 67113 SH SOLE None 0 0 67113 iShares 7-10 Year Treasury Bond ETF 7-10 Y TR BD ETF 464287440 8447 74789 SH SOLE None 0 0 74789 SPDR Barclays Short Term Corp. Bond ETF BARC SHT TR CP 78464A474 8571 278484 SH SOLE None 0 0 278484 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 8605 207663 SH SOLE None 0 0 207663 iShares S&P Mid Cap ETF CORE S&P MCP ETF 464287507 13646 91349 SH SOLE None 0 0 91349 iShares S&P 500 ETF CORE S&P500 ETF 464287200 17794 84535 SH SOLE None 0 0 84535 Vanguard Developed Markets ETF FTSE DEV MKT ETF 921943858 18016 509527 SH SOLE None 0 0 509527 Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 18508 228325 SH SOLE None 0 0 228325