0001606587-16-000842.txt : 20161109 0001606587-16-000842.hdr.sgml : 20161109 20161109123415 ACCESSION NUMBER: 0001606587-16-000842 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161109 DATE AS OF CHANGE: 20161109 EFFECTIVENESS DATE: 20161109 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: 161983368 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 09-30-2016 09-30-2016 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 11-09-2016 0 98 193099 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Marsh & McLennan Companies Inc COM 571748102 200 2980 SH SOLE NONE 0 0 2980 Nextera Energy Inc COM 65339F101 202 1658 SH SOLE NONE 0 0 1658 Coca Cola Company COM 191216100 205 4863 SH SOLE NONE 0 0 4863 AT&T COM 00206R102 205 5070 SH SOLE NONE 0 0 5070 TJX Companies Inc COM 872540109 208 2793 SH SOLE NONE 0 0 2793 Abbvie Inc COM 00287Y109 212 3370 SH SOLE NONE 0 0 3370 Texas Instruments Inc COM 882508104 217 3106 SH SOLE NONE 0 0 3106 Danaher Corp Del COM 235851102 223 2846 SH SOLE NONE 0 0 2846 VALERO ENERGY CORP NEW COM COM 91913Y100 229 4325 SH SOLE NONE 0 0 4325 Wells Fargo & Co COM 949746101 238 5378 SH SOLE NONE 0 0 5378 Howard Hughes Corp COM 44267D107 245 2147 SH SOLE NONE 0 0 2147 Bristol-Myers Squibb Co COM 110122108 256 4761 SH SOLE NONE 0 0 4761 Intel Corp COM 458140100 268 7124 SH SOLE NONE 0 0 7124 General Growth Pptys COM 370023103 276 10000 SH SOLE NONE 0 0 10000 Emerson Electric Co COM 291011104 283 5195 SH SOLE NONE 0 0 5195 Medtronic Inc SHS G5960L103 294 3412 SH SOLE NONE 0 0 3412 Merck & Co Inc New COM 58933Y105 316 5079 SH SOLE NONE 0 0 5079 Stryker Corp COM 863667101 319 2740 SH SOLE NONE 0 0 2740 Duke Energy Corp New Com New Isin #us264 COM NEW 26441C204 319 3992 SH SOLE NONE 0 0 3992 Starbucks Corp COM 855244109 326 6022 SH SOLE NONE 0 0 6022 Occidental Pete Corp COM 674599105 335 4595 SH SOLE NONE 0 0 4595 Berkshire Hathaway Inc CL B NEW 084670702 335 2325 SH SOLE NONE 0 0 2325 iShares Inv. Grade Corp. Bonds A RATE CP BD ETF 46429B291 353 6586 SH SOLE NONE 0 0 6586 Mattel Incorporated COM 577081102 373 12344 SH SOLE NONE 0 0 12344 Kraft Heinz Company COM 500754106 378 4230 SH SOLE NONE 0 0 4230 Helmerich & Payne COM 423452101 379 5636 SH SOLE NONE 0 0 5636 Nielsen SHS EUR G6518L108 394 7371 SH SOLE NONE 0 0 7371 Goldman Sachs Group Inc COM 38141G104 395 2453 SH SOLE NONE 0 0 2453 United Technologies Corp COM 913017109 397 3915 SH SOLE NONE 0 0 3915 Abbott Laboratories COM 002824100 397 9407 SH SOLE NONE 0 0 9407 POWERSHARES DYNAMIC LARGE CAP VALUE PORT DYNM LRG CP VL 73935X708 403 12802 SH SOLE NONE 0 0 12802 Raytheon Company COM NEW 755111507 404 2975 SH SOLE NONE 0 0 2975 AMGEN INC COM COM 031162100 481 2885 SH SOLE NONE 0 0 2885 Automatic Data Processing COM 053015103 485 5509 SH SOLE NONE 0 0 5509 General Motors Co COM 37045V100 507 15976 SH SOLE NONE 0 0 15976 H&R Block COM 093671105 517 22347 SH SOLE NONE 0 0 22347 Glaxosmithkline Plc SPONSORED ADR 37733W105 517 11995 SH SOLE NONE 0 0 11995 TELUS Corporation COM 87971M103 548 16618 SH SOLE NONE 0 0 16618 National Grid Plc SPON ADR NEW 636274300 560 7883 SH SOLE NONE 0 0 7883 VANGUARD S&P MID-CAP 400 ETF MIDCP 400 IDX 921932885 596 5702 SH SOLE NONE 0 0 5702 Phillips COM 718546104 612 7606 SH SOLE NONE 0 0 7606 Coach Inc COM 189754104 618 16914 SH SOLE NONE 0 0 16914 McDonald's Corp COM 580135101 638 5531 SH SOLE NONE 0 0 5531 Cardinal Health Inc COM 14149Y108 640 8239 SH SOLE NONE 0 0 8239 Johnson Ctls Intl Plc SHS G51502105 659 14164 SH SOLE NONE 0 0 14164 Gilead Sciences Inc COM 375558103 666 8427 SH SOLE NONE 0 0 8427 Invesco Ltd SHS G491BT108 688 22010 SH SOLE NONE 0 0 22010 LyondellBasell Industries SHS - A - N53745100 692 8583 SH SOLE NONE 0 0 8583 Eaton Corp Plc Com SHS G29183103 697 10615 SH SOLE NONE 0 0 10615 Home Depot Inc COM 437076102 715 5561 SH SOLE NONE 0 0 5561 Anheuser-Busch Inbev SPONSORED ADR 03524A108 720 5485 SH SOLE NONE 0 0 5485 Johnson & Johnson COM 478160104 726 6152 SH SOLE NONE 0 0 6152 Pnc Finl Services Gp Inc COM 693475105 728 8083 SH SOLE NONE 0 0 8083 C V S Health Corporation COM 126650100 742 8345 SH SOLE NONE 0 0 8345 VF Corporation COM 918204108 743 13273 SH SOLE NONE 0 0 13273 Pfizer Incorporated COM 717081103 744 21987 SH SOLE NONE 0 0 21987 Walt Disney Co COM DISNEY 254687106 747 8051 SH SOLE NONE 0 0 8051 Mastercard Inc CL A 57636Q104 751 7381 SH SOLE NONE 0 0 7381 Cisco Systems Inc COM 17275R102 752 23732 SH SOLE NONE 0 0 23732 Broadridge Financial Solutions, Inc COM 11133T103 753 11120 SH SOLE NONE 0 0 11120 Citizens Finl Group Inc Com COM 174610105 754 30514 SH SOLE NONE 0 0 30514 General Electric Company COM 369604103 779 26321 SH SOLE NONE 0 0 26321 Dominion Resources, Inc COM 25746U109 803 10820 SH SOLE NONE 0 0 10820 Agrium Inc COM 008916108 821 9054 SH SOLE NONE 0 0 9054 Honeywell International COM 438516106 828 7109 SH SOLE NONE 0 0 7109 Boeing Co COM 097023105 832 6322 SH SOLE NONE 0 0 6322 Chubb Corp COM H1467J104 853 6795 SH SOLE NONE 0 0 6795 Procter & Gamble COM 742718109 860 9586 SH SOLE NONE 0 0 9586 Microchip Technology COM 595017104 879 14160 SH SOLE NONE 0 0 14160 PepsiCo, Inc. COM 713448108 880 8092 SH SOLE NONE 0 0 8092 TE Connectivity Ltd REG SHS H84989104 884 13731 SH SOLE NONE 0 0 13731 Union Pacific Corp COM 907818108 917 9410 SH SOLE NONE 0 0 9410 3m Company COM 88579Y101 956 5427 SH SOLE NONE 0 0 5427 Qualcomm Inc COM 747525103 961 14035 SH SOLE NONE 0 0 14035 Accenture Plc Cl A SHS CLASS A G1151C101 998 8176 SH SOLE NONE 0 0 8176 Apple COM 037833100 1049 9284 SH SOLE NONE 0 0 9284 Verizon Communications COM 92343V104 1078 20756 SH SOLE NONE 0 0 20756 Microsoft Corp COM 594918104 1088 18905 SH SOLE NONE 0 0 18905 Exxon Mobil Corp COM 30231G102 1108 12698 SH SOLE NONE 0 0 12698 JPMorgan Chase & Co. COM 46625H100 1124 16886 SH SOLE NONE 0 0 16886 PowerShares S&P 500 Low Vol. ETF S&P500 LOW VOL 73937B779 1299 31323 SH SOLE NONE 0 0 31323 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 3377 40244 SH SOLE NONE 0 0 40244 iShares TIPS Bond ETF TIPS BD ETF 464287176 4285 36786 SH SOLE NONE 0 0 36786 Vanguard Total Stock Mkt ETF TOTAL STK MKT 922908769 4538 40763 SH SOLE NONE 0 0 40763 SPDR S&P 500 ETF TR UNIT 78462F103 4544 21012 SH SOLE NONE 0 0 21012 iShares Gold Trust ETF ISHARES 464285105 4884 384893 SH SOLE NONE 0 0 384893 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 4991 59321 SH SOLE NONE 0 0 59321 SPDR Barclays Intermediate Corp. Bond ETF INTR TRM CORP BD 78464A375 5033 144198 SH SOLE NONE 0 0 144198 Powershs Nasdaq-100 ETF UNIT SER 1 73935A104 5165 43506 SH SOLE NONE 0 0 43506 Vanguard Emerging Markets ETF FTSE EMR MKT ETF 922042858 5661 150448 SH SOLE NONE 0 0 150448 iShares U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226 7607 67669 SH SOLE NONE 0 0 67669 iShares 7-10 Year Treasury Bond ETF 7-10 Y TR BD ETF 464287440 8329 74449 SH SOLE NONE 0 0 74449 SPDR Barclays Short Term Corp. Bond ETF BARC SHT TR CP 78464A474 8545 277738 SH SOLE NONE 0 0 277738 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 8739 206569 SH SOLE NONE 0 0 206569 iShares S&P Mid Cap ETF CORE S&P MCP ETF 464287507 14063 90902 SH SOLE NONE 0 0 90902 iShares S&P 500 ETF CORE S&P500 ETF 464287200 18413 84635 SH SOLE NONE 0 0 84635 Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 18429 228002 SH SOLE NONE 0 0 228002 Vanguard Developed Markets ETF FTSE DEV MKT ETF 921943858 18919 505740 SH SOLE NONE 0 0 505740