O'Brien Wealth Partners

O'Brien Wealth Partners as of Dec. 31, 2019

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 44 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr eafe min volat (EFAV) 34.2 $48M 643k 74.56
Vanguard Total Stock Market ETF (VTI) 20.7 $29M 176k 164.49
iShares Russell 3000 Index (IWV) 11.0 $15M 81k 189.47
iShares Russell 1000 Growth Index (IWF) 8.8 $12M 69k 178.19
Wisdomtree Tr em lcl debt (ELD) 3.3 $4.6M 129k 35.76
Ishares Tr rusel 2500 etf (SMMD) 2.5 $3.5M 72k 48.05
Apple (AAPL) 1.8 $2.6M 8.5k 299.79
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.6 $2.2M 36k 62.08
McDonald's Corporation (MCD) 1.5 $2.2M 11k 202.30
Vanguard Europe Pacific ETF (VEA) 1.5 $2.1M 49k 44.03
Vanguard Small-Cap Value ETF (VBR) 1.3 $1.9M 14k 136.29
SPDR S&P Dividend (SDY) 1.0 $1.4M 13k 106.72
Norfolk Southern (NSC) 1.0 $1.4M 7.0k 195.88
iShares Russell 2000 Value Index (IWN) 0.9 $1.3M 9.8k 128.07
Ishares Tr usa min vo (USMV) 0.9 $1.2M 19k 65.75
Microsoft Corporation (MSFT) 0.7 $975k 6.1k 159.00
Spdr S&p 500 Etf (SPY) 0.7 $968k 3.0k 323.64
Johnson & Johnson (JNJ) 0.6 $799k 5.5k 144.04
iShares S&P 1500 Index Fund (ITOT) 0.4 $558k 7.6k 73.04
iShares MSCI EAFE Index Fund (EFA) 0.4 $539k 7.8k 69.53
Vanguard Mid-Cap ETF (VO) 0.4 $497k 2.8k 178.33
Ametek (AME) 0.3 $482k 4.8k 101.15
iShares Russell 1000 Index (IWB) 0.3 $424k 2.4k 179.43
Merck & Co (MRK) 0.3 $403k 4.4k 91.61
Procter & Gamble Company (PG) 0.3 $393k 3.2k 122.66
Aqua America 0.3 $375k 8.1k 46.09
Verizon Communications (VZ) 0.2 $356k 5.9k 60.28
Vanguard Growth ETF (VUG) 0.2 $350k 1.9k 184.99
Amazon (AMZN) 0.2 $341k 179.00 1905.03
Chevron Corporation (CVX) 0.2 $293k 2.4k 120.43
Exxon Mobil Corporation (XOM) 0.2 $276k 3.9k 70.95
Technology SPDR (XLK) 0.2 $278k 3.0k 92.67
iShares Russell Midcap Value Index (IWS) 0.2 $272k 2.9k 94.18
JPMorgan Chase & Co. (JPM) 0.2 $253k 1.8k 138.03
iShares S&P 500 Index (IVV) 0.2 $254k 782.00 324.81
Cambridge Ban (CATC) 0.2 $244k 3.2k 76.15
Ishares High Dividend Equity F (HDV) 0.2 $232k 2.4k 97.64
Facebook Inc cl a (META) 0.2 $244k 1.1k 212.73
Coca-Cola Company (KO) 0.2 $221k 4.0k 54.68
International Business Machines (IBM) 0.2 $223k 1.7k 134.26
Pfizer (PFE) 0.1 $203k 5.2k 38.93
Amgen (AMGN) 0.1 $207k 860.00 240.70
Intel Corporation (INTC) 0.1 $202k 3.4k 59.83
Vanguard Total Bond Market ETF (BND) 0.1 $201k 2.4k 84.10