HoldingsChannel.com
Wellesley Investment Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Vanguard (BSV) 410,036 +70,893 $33,127
     BSV410,036+70,893$33,127
iShares (IVV) 102,140 +3,712 $30,491
     IVV102,140+3,712$30,491
iShares (IEF) 263,546 +26,795 $29,641
     IEF263,546+26,795$29,641
Vanguard (VEA) 695,144 +6,584 $28,557
     VEA695,144+6,584$28,557
iShares (IJH) 115,173 +524 $22,255
     IJH115,173+524$22,255
iShares (AGG) 179,523 +15,013 $20,317
     AGG179,523+15,013$20,317
SH 553,706 +52,896 $17,082
     SPSB553,706+52,896$17,082
Charles Schwab 237,803 +217 $13,027
     SCHD237,803+217$13,027
Vanguard (VWO) 276,415 +5,129 $11,128
     VWO276,415+5,129$11,128
iShares (IAU) 549,555 -1,826 $7,749
     IAU549,555-1,826$7,749
Invesco 41,024 -253 $7,746
     QQQ41,024-253$7,746
Vanguard (VTI) 49,837 +34 $7,525
     VTI49,837+34$7,525
Vanguard (VIG) 42,760 +336 $5,113
     VIG42,760+336$5,113
SPDR (SPY) 14,976 -835 $4,444
     SPY14,976-835$4,444
Invesco 43,754 +90 $2,533
     SPLV43,754+90$2,533
SH 15,456 +311 $2,149
     MSFT15,456+311$2,149
SH 8,521 +393 $1,908
     AAPL8,521+393$1,908
SH 15,212 +1,558 $1,790
     JPM15,212+1,558$1,790
SH 12,456 +511 $1,549
     PG12,456+511$1,549
SH 24,949 +1,622 $1,506
     VZ24,949+1,622$1,506
SH 10,670 +289 $1,390
     DIS10,670+289$1,390
SH 5,075 +131 $1,378
     MA5,075+131$1,378
SH 10,276 +725 $1,330
     JNJ10,276+725$1,330
SH 15,097 +387 $1,152
     QCOM15,097+387$1,152
SH 31,167 +3,912 $1,120
     PFE31,167+3,912$1,120
SH 5,815 +142 $1,119
     ACN5,815+142$1,119
SH 4,773 +148 $1,107
     HD4,773+148$1,107
SH 10,024 +589 $1,089
     MDT10,024+589$1,089
SH 7,963 +291 $1,087
     UTX7,963+291$1,087
SH 6,657 +126 $1,078
     UNP6,657+126$1,078
SH 21,779 +630 $1,076
     CSCO21,779+630$1,076
SH 4,998 +139 $1,073
     MCD4,998+139$1,073
SH 5,425 +288 $1,050
     AMGN5,425+288$1,050
SH 7,573 +203 $1,038
     PEP7,573+203$1,038
SH 16,253 +1,265 $1,025
     CVS16,253+1,265$1,025
SH 9,534 +276 $976
     PSX9,534+276$976
SH 25,397 +3,549 $961
     T25,397+3,549$961
SH 10,207 +303 $951
     TEL10,207+303$951
SH 10,549 +256 $939
     VFC10,549+256$939
SH 5,679 +162 $917
     CB5,679+162$917
SH 14,131 +1,613 $917
     XEL14,131+1,613$917
SH 3,304 +84 $912
     AVGO3,304+84$912
SH 2,393 +79 $911
     BA2,393+79$911
SH 5,384 +290 $911
     HON5,384+290$911
SH 7,051 +186 $877
     BR7,051+186$877
SH 13,505 +522 $856
     GILD13,505+522$856
SH 15,302 +477 $853
     TJX15,302+477$853
SH 12,016 +522 $830
     C12,016+522$830
SH 9,648 +190 $807
     ABT9,648+190$807
SH 16,583 +1,070 $801
     EXC16,583+1,070$801

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 09/30/2019: $304,513
At 06/30/2019: $290,338

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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