HoldingsChannel.com
Wellesley Investment Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Vanguard (BSV) 422,764 +12,728 $34,079
     BSV422,764+12,728$34,079
iShares (IVV) 98,705 -3,435 $31,905
     IVV98,705-3,435$31,905
Vanguard (VEA) 700,710 +5,566 $30,873
     VEA700,710+5,566$30,873
iShares (IEF) 277,835 +14,289 $30,622
     IEF277,835+14,289$30,622
iShares (IJH) 113,087 -2,086 $23,275
     IJH113,087-2,086$23,275
iShares (AGG) 183,530 +4,007 $20,623
     AGG183,530+4,007$20,623
SPDR (SPSB) 562,237 +8,531 $17,339
     SPSB562,237+8,531$17,339
Charles Schwab 233,291 -4,512 $13,512
     SCHD233,291-4,512$13,512
Vanguard (VWO) 275,954 -461 $12,271
     VWO275,954-461$12,271
Invesco 41,532 +508 $8,830
     QQQ41,532+508$8,830
Vanguard (VTI) 51,052 +1,215 $8,353
     VTI51,052+1,215$8,353
iShares (IAU) 554,158 +4,603 $8,035
     IAU554,158+4,603$8,035
Vanguard (VIG) 44,446 +1,686 $5,540
     VIG44,446+1,686$5,540
SPDR (SPY) 16,856 +1,880 $5,425
     SPY16,856+1,880$5,425
Invesco 47,219 +3,465 $2,754
     SPLV47,219+3,465$2,754
SH 7,556 -965 $2,219
     AAPL7,556-965$2,219
SH 13,932 -1,524 $2,197
     MSFT13,932-1,524$2,197
SH 14,225 -987 $1,982
     JPM14,225-987$1,982
SH 25,248 +299 $1,550
     VZ25,248+299$1,550
SH 10,616 +340 $1,548
     JNJ10,616+340$1,548
SH 11,651 -805 $1,455
     PG11,651-805$1,455
SH 6,021 +596 $1,451
     AMGN6,021+596$1,451
SH 4,731 -344 $1,412
     MA4,731-344$1,412
SH 9,667 -1,003 $1,398
     DIS9,667-1,003$1,398
SH 6,363 +548 $1,339
     ACN6,363+548$1,339
SH 17,752 +1,499 $1,318
     CVS17,752+1,499$1,318
SH 14,658 -439 $1,293
     QCOM14,658-439$1,293
SH 31,351 +184 $1,228
     PFE31,351+184$1,228
SH 24,391 +2,612 $1,169
     CSCO24,391+2,612$1,169
SH 8,455 +882 $1,155
     PEP8,455+882$1,155
SH 10,046 +22 $1,139
     MDT10,046+22$1,139
SH 6,134 -523 $1,109
     UNP6,134-523$1,109
SH 11,509 +1,302 $1,103
     TEL11,509+1,302$1,103
SH 27,336 +1,939 $1,068
     T27,336+1,939$1,068
SH 17,288 +1,986 $1,055
     TJX17,288+1,986$1,055
SH 10,584 +35 $1,054
     VFC10,584+35$1,054
SH 6,881 -1,082 $1,030
     UTX6,881-1,082$1,030
iShares (IEI) 8,150 +8,150 $1,024
     IEI8,150+8,150$1,024
SH 12,746 +784 $1,008
     STT12,746+784$1,008
SH 4,547 -226 $993
     HD4,547-226$993
SH 8,026 +975 $991
     BR8,026+975$991
SH 10,174 +1,300 $961
     LYB10,174+1,300$961
SH 4,846 -152 $957
     MCD4,846-152$957
SH 11,962 -54 $955
     C11,962-54$955
SH 5,399 +15 $955
     HON5,399+15$955
SH 8,452 -1,082 $941
     PSX8,452-1,082$941
SH 14,636 +505 $929
     XEL14,636+505$929
SH 5,530 +825 $921
     AMP5,530+825$921
SH 13,956 +451 $906
     GILD13,956+451$906
SH 6,765 +1,127 $903
     RCL6,765+1,127$903

See Full List: All Stocks Held By Wellesley Investment Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wellesley Investment Partners LLC

Size ($ in 1000's)
At 12/31/2019: $325,300
At 09/30/2019: $304,513

Combined Holding Report Includes:
Wellesley Investment Partners LLC
Wellesley Bancorp Inc.
Wellesley Bank

Wellesley Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wellesley Investment Partners LLC 13F filings. Link to 13F filings: SEC filings

Wellesley Investment Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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