O'Brien Wealth Partners

Latest statistics and disclosures from O'Brien Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for O'Brien Wealth Partners

Companies in the O'Brien Wealth Partners portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 33.2 $95M 958k 99.16
Ishares Tr Msci Eafe Min Vl (EFAV) 20.0 $57M 762k 75.05
Vanguard Index Fds Total Stk Mkt (VTI) 15.8 $45M -2% 202k 223.80
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.7 $16M +4% 506k 32.31
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 5.5 $16M +12% 383k 41.09
Ishares Tr Russell 3000 Etf (IWV) 5.3 $15M 59k 257.06
Ishares Tr Rus 1000 Grw Etf (IWF) 4.9 $14M 52k 274.46
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.1 $5.9M +12% 75k 78.25
Apple (AAPL) 1.3 $3.7M -16% 26k 141.12
McDonald's Corporation (MCD) 0.9 $2.6M -2% 11k 245.18
Upwork (UPWK) 0.7 $2.1M 45k 46.79
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.5M -85% 15k 100.38
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $1.2M -18% 9.7k 119.50
Facebook Cl A (FB) 0.3 $912k -5% 2.7k 332.85

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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $812k -15% 11k 73.72
Microsoft Corporation (MSFT) 0.3 $739k -56% 2.6k 288.90
Vanguard Index Fds Growth Etf (VUG) 0.2 $624k 2.1k 290.50
Alphabet Cap Stk Cl C (GOOG) 0.2 $618k -23% 227.00 2722.47
Ametek (AME) 0.2 $593k 4.7k 125.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $590k -38% 217.00 2718.89
Norfolk Southern (NSC) 0.2 $577k 2.3k 254.97
Johnson & Johnson (JNJ) 0.2 $468k -27% 2.9k 159.73
Ishares Tr Rus 1000 Etf (IWB) 0.1 $429k 1.8k 243.89
Procter & Gamble Company (PG) 0.1 $342k -3% 2.5k 139.42
Ishares Tr Msci Eafe Etf (EFA) 0.1 $338k 4.3k 77.90
Ishares Tr Core S&p500 Etf (IVV) 0.1 $298k 686.00 434.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $296k 4.9k 60.78
Amazon (AMZN) 0.1 $277k -62% 86.00 3220.93
Select Sector Spdr Tr Technology (XLK) 0.1 $268k 1.8k 150.31
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $233k NEW 3.5k 65.93
International Business Machines (IBM) 0.1 $225k -30% 1.6k 143.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $217k NEW 2.1k 102.07
Paychex (PAYX) 0.1 $192k NEW 1.6k 116.58
Applied Materials (AMAT) 0.1 $192k -18% 1.5k 128.17
Exxon Mobil Corporation (XOM) 0.1 $186k -16% 3.0k 61.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $177k -21% 638.00 277.43
Merck & Co (MRK) 0.1 $177k -30% 2.2k 81.49
JPMorgan Chase & Co. (JPM) 0.1 $165k -37% 980.00 168.37
Accenture Plc Ireland Shs Class A (ACN) 0.1 $145k -35% 447.00 324.38
Chevron Corporation (CVX) 0.0 $138k -41% 1.3k 106.15
Mastercard Incorporated Cl A (MA) 0.0 $122k -46% 356.00 342.70
Intel Corporation (INTC) 0.0 $113k -44% 2.1k 53.81
Pfizer (PFE) 0.0 $84k NEW 2.0k 42.55
Tesla Motors (TSLA) 0.0 $31k NEW 40.00 775.00
UnitedHealth (UNH) 0.0 $9.0k NEW 22.00 409.09
Home Depot (HD) 0.0 $9.0k -97% 26.00 346.15

Past Filings by O'Brien Wealth Partners

SEC 13F filings are viewable for O'Brien Wealth Partners going back to 2016

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