0001606587-17-000122.txt : 20170210 0001606587-17-000122.hdr.sgml : 20170210 20170210081758 ACCESSION NUMBER: 0001606587-17-000122 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170210 DATE AS OF CHANGE: 20170210 EFFECTIVENESS DATE: 20170210 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: 17589644 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 12-31-2016 12-31-2016 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 02-08-2017 0 106 206543 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Marsh & McLennan Companies Inc COM 571748102 201 2980 SH SOLE NONE 0 0 2980 Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775 204 4625 SH SOLE NONE 0 0 4625 TJX Companies Inc COM 872540109 209 2793 SH SOLE NONE 0 0 2793 Abbvie Inc COM 00287Y109 211 3370 SH SOLE NONE 0 0 3370 VANGUARD CRSP US SMALL CAP IND EX SMALL CP ETF 922908751 213 1653 SH SOLE NONE 0 0 1653 SMUCKER J M CO COM COM NEW 832696405 214 1675 SH SOLE NONE 0 0 1675 Illinois Tool Works Inc COM 452308109 215 1758 SH SOLE NONE 0 0 1758 Texas Instruments Inc COM 882508104 217 2981 SH SOLE NONE 0 0 2981 Abbott Laboratories COM 002824100 223 5813 SH SOLE NONE 0 0 5813 Emerson Electric Co COM 291011104 232 4170 SH SOLE NONE 0 0 4170 Howard Hughes Corp COM 44267D107 244 2147 SH SOLE NONE 0 0 2147 General Growth Pptys COM 370023103 249 10000 SH SOLE NONE 0 0 10000 General Mills Inc COM 370334104 250 4059 SH SOLE NONE 0 0 4059 Colgate-Palmolive Co COM 194162103 260 3980 SH SOLE NONE 0 0 3980 Chevron Corporation COM 166764100 264 2243 SH SOLE NONE 0 0 2243 Danaher Corp Del COM 235851102 264 3396 SH SOLE NONE 0 0 3396 AT&T COM 00206R102 272 6399 SH SOLE NONE 0 0 6399 Schlumberger Limited. COM 806857108 283 3374 SH SOLE NONE 0 0 3374 Air Prod & Chemicals Inc COM 009158106 285 1983 SH SOLE NONE 0 0 1983 VALERO ENERGY CORP NEW COM COM 91913Y100 295 4325 SH SOLE NONE 0 0 4325 iShares Inv. Grade Corp. Bonds A RATE CP BD ETF 46429B291 309 6033 SH SOLE NONE 0 0 6033 Medtronic Inc SHS G5960L103 320 4493 SH SOLE NONE 0 0 4493 Occidental Pete Corp COM 674599105 325 4565 SH SOLE NONE 0 0 4565 Mattel Incorporated COM 577081102 328 11920 SH SOLE NONE 0 0 11920 Starbucks Corp COM 855244109 334 6022 SH SOLE NONE 0 0 6022 Berkshire Hathaway Inc CL B NEW 084670702 338 2075 SH SOLE NONE 0 0 2075 Intel Corp COM 458140100 342 9453 SH SOLE NONE 0 0 9453 Merck & Co Inc New COM 58933Y105 351 5979 SH SOLE NONE 0 0 5979 Nike Inc CL B 654106103 372 7330 SH SOLE NONE 0 0 7330 Bristol-Myers Squibb Co COM 110122108 377 6461 SH SOLE NONE 0 0 6461 Wells Fargo & Co COM 949746101 380 6913 SH SOLE NONE 0 0 6913 National Grid Plc SPON ADR NEW 636274300 393 6738 SH SOLE NONE 0 0 6738 Glaxosmithkline Plc SPONSORED ADR 37733W105 404 10513 SH SOLE NONE 0 0 10513 TELUS Corporation COM 87971M103 432 13565 SH SOLE NONE 0 0 13565 Helmerich & Payne COM 423452101 454 5871 SH SOLE NONE 0 0 5871 Nielsen SHS EUR G6518L108 464 11081 SH SOLE NONE 0 0 11081 Kraft Heinz Company COM 500754106 465 5330 SH SOLE NONE 0 0 5330 Duke Energy Corp New Com New Isin #us264 COM NEW 26441C204 466 6006 SH SOLE NONE 0 0 6006 Stryker Corp COM 863667101 470 3930 SH SOLE NONE 0 0 3930 H&R Block COM 093671105 479 20860 SH SOLE NONE 0 0 20860 POWERSHARES DYNAMIC LARGE CAP VALUE PORT DYNM LRG CP VL 73935X708 483 14348 SH SOLE NONE 0 0 14348 United Technologies Corp COM 913017109 547 4999 SH SOLE NONE 0 0 4999 Raytheon Company COM NEW 755111507 551 3883 SH SOLE NONE 0 0 3883 Anheuser-Busch Inbev SPONSORED ADR 03524A108 562 5330 SH SOLE NONE 0 0 5330 AMGEN INC COM COM 031162100 586 4013 SH SOLE NONE 0 0 4013 General Motors Co COM 37045V100 593 17026 SH SOLE NONE 0 0 17026 Johnson Ctls Intl Plc SHS G51502105 611 14846 SH SOLE NONE 0 0 14846 Automatic Data Processing COM 053015103 629 6128 SH SOLE NONE 0 0 6128 Coach Inc COM 189754104 634 18111 SH SOLE NONE 0 0 18111 Gilead Sciences Inc COM 375558103 641 8952 SH SOLE NONE 0 0 8952 Johnson & Johnson COM 478160104 683 5930 SH SOLE NONE 0 0 5930 Invesco Ltd SHS G491BT108 695 22908 SH SOLE NONE 0 0 22908 C V S Health Corporation COM 126650100 700 8875 SH SOLE NONE 0 0 8875 Eaton Corp Plc Com SHS G29183103 721 10759 SH SOLE NONE 0 0 10759 VANGUARD S&P MID-CAP 400 ETF MIDCP 400 IDX 921932885 751 6747 SH SOLE NONE 0 0 6747 Broadridge Financial Solutions, Inc COM 11133T103 756 11410 SH SOLE NONE 0 0 11410 LyondellBasell Industries SHS - A - N53745100 764 8911 SH SOLE NONE 0 0 8911 Goldman Sachs Group Inc COM 38141G104 767 3205 SH SOLE NONE 0 0 3205 Cisco Systems Inc COM 17275R102 767 25408 SH SOLE NONE 0 0 25408 McDonald's Corp COM 580135101 770 6331 SH SOLE NONE 0 0 6331 VF Corporation COM 918204108 792 14854 SH SOLE NONE 0 0 14854 Phillips COM 718546104 817 9456 SH SOLE NONE 0 0 9456 General Electric Company COM 369604103 824 26080 SH SOLE NONE 0 0 26080 Cardinal Health Inc COM 14149Y108 839 11660 SH SOLE NONE 0 0 11660 Honeywell International COM 438516106 845 7295 SH SOLE NONE 0 0 7295 Pfizer Incorporated COM 717081103 855 26331 SH SOLE NONE 0 0 26331 Home Depot Inc COM 437076102 869 6488 SH SOLE NONE 0 0 6488 PepsiCo, Inc. COM 713448108 872 8337 SH SOLE NONE 0 0 8337 Mastercard Inc CL A 57636Q104 884 8562 SH SOLE NONE 0 0 8562 Procter & Gamble COM 742718109 899 10702 SH SOLE NONE 0 0 10702 Qualcomm Inc COM 747525103 918 14087 SH SOLE NONE 0 0 14087 Dominion Resources, Inc COM 25746U109 926 12102 SH SOLE NONE 0 0 12102 Microchip Technology COM 595017104 927 14454 SH SOLE NONE 0 0 14454 Agrium Inc COM 008916108 932 9275 SH SOLE NONE 0 0 9275 Pnc Finl Services Gp Inc COM 693475105 969 8291 SH SOLE NONE 0 0 8291 Accenture Plc Cl A SHS CLASS A G1151C101 973 8307 SH SOLE NONE 0 0 8307 TE Connectivity Ltd REG SHS H84989104 984 14208 SH SOLE NONE 0 0 14208 3m Company COM 88579Y101 984 5513 SH SOLE NONE 0 0 5513 Boeing Co COM 097023105 994 6385 SH SOLE NONE 0 0 6385 Chubb Corp COM H1467J104 1017 7701 SH SOLE NONE 0 0 7701 Walt Disney Co COM DISNEY 254687106 1053 10111 SH SOLE NONE 0 0 10111 Union Pacific Corp COM 907818108 1068 10303 SH SOLE NONE 0 0 10303 Citizens Finl Group Inc Com COM 174610105 1091 30639 SH SOLE NONE 0 0 30639 Exxon Mobil Corp COM 30231G102 1151 12761 SH SOLE NONE 0 0 12761 Microsoft Corp COM 594918104 1177 18947 SH SOLE NONE 0 0 18947 Verizon Communications COM 92343V104 1193 22350 SH SOLE NONE 0 0 22350 Apple COM 037833100 1222 10558 SH SOLE NONE 0 0 10558 PowerShares S&P 500 Low Vol. ETF S&P500 LOW VOL 73937B779 1278 30759 SH SOLE NONE 0 0 30759 JPMorgan Chase & Co. COM 46625H100 1571 18209 SH SOLE NONE 0 0 18209 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 3398 39897 SH SOLE NONE 0 0 39897 iShares TIPS Bond ETF TIPS BD ETF 464287176 4303 38025 SH SOLE NONE 0 0 38025 iShares Gold Trust ETF ISHARES 464285105 4446 401341 SH SOLE NONE 0 0 401341 SPDR S&P 500 ETF TR UNIT 78462F103 4616 20653 SH SOLE NONE 0 0 20653 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 4737 58636 SH SOLE NONE 0 0 58636 Vanguard Total Stock Mkt ETF TOTAL STK MKT 922908769 4853 42090 SH SOLE NONE 0 0 42090 Powershs Nasdaq-100 ETF UNIT SER 1 73935A104 5032 42473 SH SOLE NONE 0 0 42473 SPDR Barclays Intermediate Corp. Bond ETF BLOMBRG BRC INTR 78464A375 5112 150759 SH SOLE NONE 0 0 150759 Vanguard Emerging Markets ETF FTSE EMR MKT ETF 922042858 5587 156157 SH SOLE NONE 0 0 156157 iShares U.S. Aggregate Bond ETF CORE US AGGBD ET 464287226 8067 74655 SH SOLE NONE 0 0 74655 iShares 7-10 Year Treasury Bond ETF 7-10 Y TR BD ETF 464287440 8272 78924 SH SOLE NONE 0 0 78924 SPDR Barclays Short Term Corp. Bond ETF BLOMBERG BRC SRT 78464A474 8815 288765 SH SOLE NONE 0 0 288765 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 9406 215901 SH SOLE NONE 0 0 215901 iShares S&P Mid Cap ETF CORE S&P MCP ETF 464287507 15620 94472 SH SOLE NONE 0 0 94472 Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 19283 242715 SH SOLE NONE 0 0 242715 Vanguard Developed Markets ETF FTSE DEV MKT ETF 921943858 19860 543525 SH SOLE NONE 0 0 543525 iShares S&P 500 ETF CORE S&P500 ETF 464287200 20393 90643 SH SOLE NONE 0 0 90643