O'Brien Wealth Partners

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

  • Top 5 stock holdings are ITOT, EFAV, VTI, ACWI, IWV, and represent 85.66% of O'Brien Wealth Partners's stock portfolio.
  • Added to shares of these 10 stocks: ESGD, ITOT, EFAV, AGG, FB, ACWI, JPM, MA, AAPL, AMZN.
  • Started 4 new stock positions in MA, JPM, FB, AGG.
  • Reduced shares in these 10 stocks: VTI, IWF, IWV, NSC, IWN, VTV, VBK, SDY, IWB, SPY.
  • Sold out of its positions in IWN, VBK, VTV.
  • O'Brien Wealth Partners was a net buyer of stock by $2.2M.
  • O'Brien Wealth Partners has $277M in assets under management (AUM), dropping by 13.20%.

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Portfolio Holdings for O'Brien Wealth Partners

Companies in the O'Brien Wealth Partners portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 30.3 $84M 950k 88.28
Ishares Tr Msci Eafe Min Vl (EFAV) 19.5 $54M +2% 724k 74.68
Vanguard Index Fds Total Stk Mkt (VTI) 16.3 $45M -2% 227k 199.25
Ishares Tr Msci Acwi Etf (ACWI) 14.3 $40M 424k 93.44
Ishares Tr Russell 3000 Etf (IWV) 5.3 $15M -4% 64k 229.05
Ishares Tr Rus 1000 Grw Etf (IWF) 5.1 $14M -5% 58k 244.19
Apple (AAPL) 1.4 $4.0M +3% 30k 132.31
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.4 $3.9M +55% 52k 75.79
McDonald's Corporation (MCD) 0.8 $2.2M 11k 200.00
Upwork (UPWK) 0.6 $1.7M 45k 38.01
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.3M -5% 12k 108.76
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.2M 18k 68.36
Microsoft Corporation (MSFT) 0.4 $1.2M +4% 5.3k 219.67
Ametek (AME) 0.3 $948k 4.7k 200.00

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $925k -5% 2.4k 381.13
Norfolk Southern (NSC) 0.3 $757k -43% 2.5k 300.00
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $726k NEW 6.2k 117.12
Johnson & Johnson (JNJ) 0.2 $594k +2% 3.7k 161.90
Facebook Cl A (FB) 0.2 $559k NEW 2.1k 266.67
Amazon (AMZN) 0.2 $553k +17% 174.00 3176.47
Vanguard Index Fds Growth Etf (VUG) 0.2 $515k +13% 2.0k 257.24
Ishares Tr Rus 1000 Etf (IWB) 0.2 $444k -13% 2.1k 216.37
Essential Utils (WTRG) 0.1 $396k 8.1k 48.67
Alphabet Cap Stk Cl A (GOOGL) 0.1 $387k +18% 216.00 1791.67
Procter & Gamble Company (PG) 0.1 $355k -4% 2.5k 140.00
Ishares Esg Awr Msci Em (ESGE) 0.1 $326k 7.3k 44.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $317k 4.2k 75.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $297k 4.9k 60.99
JPMorgan Chase & Co. (JPM) 0.1 $274k NEW 2.1k 133.33
Ishares Tr Core S&p500 Etf (IVV) 0.1 $262k 686.00 381.92
Merck & Co (MRK) 0.1 $240k -14% 2.8k 84.21
Select Sector Spdr Tr Technology (XLK) 0.1 $233k 1.8k 130.68
Coca-Cola Company (KO) 0.1 $232k 4.6k 50.00
Eversource Energy (ES) 0.1 $225k 2.3k 100.00
International Business Machines (IBM) 0.1 $221k +2% 1.8k 125.00
Mastercard Incorporated Cl A (MA) 0.1 $210k NEW 600.00 350.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $205k 2.3k 87.46

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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