O'Brien Wealth Partners

O'Brien Wealth Partners as of Dec. 31, 2023

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 62 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 26.7 $102M 973k 105.23
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 11.5 $44M 1.2M 36.98
Vanguard Index Fds Total Stk Mkt (VTI) 10.6 $41M 172k 237.22
Pacer Fds Tr Us Cash Cows 100 (COWZ) 10.2 $39M 749k 51.99
Spdr Ser Tr Portfli Intrmdit (SPTI) 8.5 $33M 1.1M 28.56
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.8 $18M 632k 29.02
Ishares Tr Russell 3000 Etf (IWV) 3.8 $15M 53k 273.74
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 3.7 $14M 237k 59.70
Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $14M 46k 303.17
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.5 $9.6M 331k 29.05
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 2.3 $8.8M 246k 35.91
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.3 $8.7M 142k 61.53
Morgan Stanley Etf Trust Calvert Internat (CVIE) 1.7 $6.4M 118k 53.80
Lifestance Health Group (LFST) 1.5 $5.6M 716k 7.83
Apple (AAPL) 1.1 $4.3M 23k 192.53
Vanguard Index Fds Growth Etf (VUG) 1.1 $4.2M 14k 310.89
McDonald's Corporation (MCD) 0.9 $3.3M 11k 296.51
Meta Platforms Cl A (META) 0.2 $868k 2.5k 353.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $863k 6.9k 124.97
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $795k 10k 78.03
Microsoft Corporation (MSFT) 0.2 $758k 2.0k 376.04
Ishares Tr Core S&p500 Etf (IVV) 0.2 $589k 1.2k 477.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $585k 1.2k 475.31
Upwork (UPWK) 0.2 $585k 39k 14.87
Ametek (AME) 0.1 $478k 2.9k 164.89
Analog Devices (ADI) 0.1 $468k 2.4k 198.56
Ishares Tr Rus 1000 Etf (IWB) 0.1 $431k 1.6k 262.26
Johnson & Johnson (JNJ) 0.1 $369k 2.4k 156.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $352k 2.5k 139.69
Select Sector Spdr Tr Technology (XLK) 0.1 $343k 1.8k 192.48
Amazon (AMZN) 0.1 $305k 2.0k 151.94
Procter & Gamble Company (PG) 0.1 $302k 2.1k 146.52
Norfolk Southern (NSC) 0.1 $295k 1.2k 236.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $292k 3.8k 77.73
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $285k 3.8k 75.54
International Business Machines (IBM) 0.1 $274k 1.7k 163.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $266k 745.00 356.66
Abbvie (ABBV) 0.1 $255k 1.6k 154.97
Nextera Energy (NEE) 0.1 $249k 4.1k 60.74
Merck & Co (MRK) 0.1 $235k 2.2k 109.02
Alphabet Cap Stk Cl C (GOOG) 0.1 $218k 1.5k 140.93
JPMorgan Chase & Co. (JPM) 0.1 $198k 1.2k 170.04
Chevron Corporation (CVX) 0.0 $190k 1.3k 149.16
Pepsi (PEP) 0.0 $182k 1.1k 169.84
Coca-Cola Company (KO) 0.0 $177k 3.0k 58.92
Paychex (PAYX) 0.0 $173k 1.5k 119.11
Exxon Mobil Corporation (XOM) 0.0 $169k 1.7k 99.98
Applied Materials (AMAT) 0.0 $147k 907.00 162.07
Accenture Plc Ireland Shs Class A (ACN) 0.0 $145k 414.00 350.91
Automatic Data Processing (ADP) 0.0 $138k 592.00 232.97
Adobe Systems Incorporated (ADBE) 0.0 $97k 162.00 596.60
Intel Corporation (INTC) 0.0 $90k 1.8k 50.25
Abbott Laboratories (ABT) 0.0 $83k 758.00 110.07
Mastercard Incorporated Cl A (MA) 0.0 $61k 142.00 426.51
NVIDIA Corporation (NVDA) 0.0 $45k 91.00 495.22
Eli Lilly & Co. (LLY) 0.0 $44k 75.00 582.92
UnitedHealth (UNH) 0.0 $41k 78.00 526.47
Visa Com Cl A (V) 0.0 $32k 123.00 260.35
Tesla Motors (TSLA) 0.0 $19k 76.00 248.47
Broadcom (AVGO) 0.0 $10k 9.00 1116.22
Home Depot (HD) 0.0 $8.3k 24.00 346.54
Amgen (AMGN) 0.0 $5.8k 20.00 288.00