0000950123-14-004785.txt : 20140502 0000950123-14-004785.hdr.sgml : 20140502 20140502094331 ACCESSION NUMBER: 0000950123-14-004785 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140502 DATE AS OF CHANGE: 20140502 EFFECTIVENESS DATE: 20140502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DT Investment Partners, LLC CENTRAL INDEX KEY: 0001537621 IRS NUMBER: 451586812 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14628 FILM NUMBER: 14807185 BUSINESS ADDRESS: STREET 1: BRANDYWINE FIVE STREET 2: 1 DICKINSON DRIVE, SUITE 103 CITY: CHADDS FORD STATE: PA ZIP: 19317 BUSINESS PHONE: 4847784425 MAIL ADDRESS: STREET 1: BRANDYWINE FIVE STREET 2: 1 DICKINSON DRIVE, SUITE 103 CITY: CHADDS FORD STATE: PA ZIP: 19317 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001537621 XXXXXXXX 03-31-2014 03-31-2014 DT Investment Partners, LLC

Brandywine Five 1 Dickinson Drive, Suite 103 Chadds Ford PA 19317

13F HOLDINGS REPORT 028-14628 N Daniel N. Mullen 484-778-4431 Daniel N. Mullen Chadds Ford PA 05-01-2014 1 56 252922 false 1 028-14068 Daniels and Tansey, LLP INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABBVIE INC COM 00287y109 216 4197 SH DFND 1 0 0 4197 AT&T Inc COM 00206r102 542 15458 SH DFND 1 0 0 15458 BLACKROCK ENH CAP & INC FD COM 09256a109 1009 72208 SH DFND 1 0 0 72208 BRISTOL MYERS SQUIBB CO COM 110122108 403 7754 SH DFND 1 0 0 7754 CHAMBERS STREET PROPERTIES COM 157842105 78 10000 SH DFND 1 0 0 10000 CHEVRON CORP COM 166764100 806 6781 SH DFND 1 0 0 6781 CISCO SYSTEMS INC COM 17275r102 411 18338 SH DFND 1 0 0 18338 CLOROX CO COM 189054109 292 3314 SH DFND 1 0 0 3314 CONOCO PHILLIPS COM 20825c104 609 8651 SH DFND 1 0 0 8651 CONSOLIDATED EDISON INC COM 209115104 273 5087 SH DFND 1 0 0 5087 DUPONT E. I. DE NEMOURS & CO. COM 263534109 414 6168 SH DFND 1 0 0 6168 ENTERGY CORP COM 29364g103 396 5929 SH DFND 1 0 0 5929 EXELON CORP COM 30161n101 539 16058 SH DFND 1 0 0 16058 EXXON MOBIL CORP COM 30231g102 417 4273 SH DFND 1 0 0 4273 GENERAL ELECTRIC CO COM 369604103 410 15828 SH DFND 1 0 0 15828 INTEL CORP COM 458140100 521 20185 SH DFND 1 0 0 20185 ISHARES 1-3 Yr CR BD ETF 464288646 3394 32175 SH DFND 1 0 0 32175 ISHARES INTERM CR BD ETF 464288638 8047 73787 SH DFND 1 0 0 73787 ISHARES MSCI JAPAN ETF 464286848 2869 253255 SH DFND 1 0 0 253255 ISHARES MBS ETF 464288588 12583 118562 SH DFND 1 0 0 118562 ISHARES CORE TOTUSBD ETF 464287226 28427 263435 SH DFND 1 0 0 263435 ISHARES COHEN & STEER REIT 464287564 2560 31133 SH DFND 1 0 0 31133 ISHARES RUSS 1000 ETF 464287622 7983 76192 SH DFND 1 0 0 76192 ISHARES EUROPE ETF 464287861 6782 140471 SH DFND 1 0 0 140471 ISHARES CORE S&P MCP ETF 464287507 33957 247012 SH DFND 1 0 0 247012 ISHARES CORE S&P SCP ETF 464287804 15394 139766 SH DFND 1 0 0 139766 ISHARES USA PFD STK ETF 464288687 643 16475 SH DFND 1 0 0 16475 ISHARES USA MIN VOL ETF 46429b697 2269 62927 SH DFND 1 0 0 62927 JOHNSON & JOHNSON COM 478160104 258 2631 SH DFND 1 0 0 2631 KIMBERLY CLARK CORP COM 494368103 750 6800 SH DFND 1 0 0 6800 KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 494550106 539 7287 SH DFND 1 0 0 7287 LEGGETT & PLATT INC COM 524660107 339 10399 SH DFND 1 0 0 10399 LILLY ELI & CO COM 532457108 519 8811 SH DFND 1 0 0 8811 MATTEL INC COM 577081102 454 11316 SH DFND 1 0 0 11316 MCDONALDS CORP COM 580135101 389 3967 SH DFND 1 0 0 3967 MERCK & CO INC COM 58933y105 431 7597 SH DFND 1 0 0 7597 MICROSOFT CORP COM 594918104 544 13277 SH DFND 1 0 0 13277 NUCOR CORP COM 670346105 478 9448 SH DFND 1 0 0 9448 PFIZER INC COM 717081103 508 15808 SH DFND 1 0 0 15808 PIMCO ETF TR 0-5 HIGH YIELD 72201r783 599 5615 SH DFND 1 0 0 5615 POWERSHARES GLOBAL ETF TRUST SOV DEBT 73936t573 1434 51214 SH DFND 1 0 0 51214 RAYTHEON CO COM 755111507 532 5389 SH DFND 1 0 0 5389 SELECT SECTOR SPDR TR BRC HIGH YIELD BD 78464a417 20750 502170 SH DFND 1 0 0 502170 SELECT SECTOR SPDR TR DJ REIT ETF 78464a607 6786 86965 SH DFND 1 0 0 86965 SPDR S&P 500 ETF TR TR UNIT 78462f103 50386 269429 SH DFND 1 0 0 269429 SELECT SECTOR SPDR TR SBI CONS STPLS 81369y308 3901 90595 SH DFND 1 0 0 90595 SELECT SECTOR SPDR TR SBI INT ENERGY 81369y506 3185 35764 SH DFND 1 0 0 35764 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369y209 4819 82389 SH DFND 1 0 0 82389 SPECTRA ENERGY CORP COM 847560109 604 16338 SH DFND 1 0 0 16338 SYSCO CORP COM 871829107 693 19184 SH DFND 1 0 0 19184 TORTOISE ENERGY INFRASTRUCTURE COM 89147l100 944 20615 SH DFND 1 0 0 20615 VANGUARD INDEX FUNDS REIT ETF 922908553 2830 40076 SH DFND 1 0 0 40076 VANGUARD INT EQUITY INDEX FD FTSE EMR MKT ETF 922042858 11271 277746 SH DFND 1 0 0 277746 VANGUARD TAX MANAGED INT FUND FTSE DEV MKT ETF 921943858 5560 134730 SH DFND 1 0 0 134730 VERIZON COMMUNICATIONS INC COM 92343v104 568 11950 SH DFND 1 0 0 11950 WILLIAMS COS INC COM 969457100 607 14957 SH DFND 1 0 0 14957