O'Brien Wealth Partners

O'Brien Wealth Partners as of June 30, 2022

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 64 positions in its portfolio as reported in the June 2022 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 $80M 949k 83.78
Vanguard Index Fds Total Stk Mkt (VTI) 14.6 $35M 186k 188.62
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 14.4 $34M 988k 34.81
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 5.8 $14M 423k 33.07
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.6 $13M 452k 29.47
Ishares Tr Russell 3000 Etf (IWV) 5.0 $12M 56k 217.39
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $12M 53k 218.69
Ishares Tr Core Us Aggbd Et (AGG) 4.1 $9.8M 96k 101.68
Lifestance Health Group (LFST) 2.7 $6.5M 1.2M 5.56
Apple (AAPL) 1.5 $3.5M 25k 136.71
McDonald's Corporation (MCD) 1.1 $2.6M 11k 246.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.1M 9.4k 118.70
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $821k 9.8k 83.85
Upwork (UPWK) 0.3 $813k 39k 20.68
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $773k 11k 70.18
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $580k 17k 33.71
Microsoft Corporation (MSFT) 0.2 $560k 2.2k 256.76
Vanguard Index Fds Growth Etf (VUG) 0.2 $545k 2.4k 223.00
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $533k 6.6k 80.48
Ametek (AME) 0.2 $519k 4.7k 109.91
Meta Platforms Cl A (META) 0.2 $516k 3.2k 161.20
Johnson & Johnson (JNJ) 0.2 $467k 2.6k 177.30
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $462k 5.5k 83.89
Amazon (AMZN) 0.2 $462k 4.3k 106.26
Alphabet Cap Stk Cl A (GOOGL) 0.2 $460k 211.00 2180.09
Ishares Tr Core S&p500 Etf (IVV) 0.2 $392k 1.0k 379.48
Ishares Tr Rus 1000 Etf (IWB) 0.2 $365k 1.8k 207.50
Norfolk Southern (NSC) 0.2 $360k 1.6k 227.27
Analog Devices (ADI) 0.1 $348k 2.4k 145.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $325k 5.0k 64.75
Becton, Dickinson and (BDX) 0.1 $319k 1.3k 246.71
Ishares Tr Msci Eafe Etf (EFA) 0.1 $314k 5.0k 62.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $310k 821.00 377.59
Procter & Gamble Company (PG) 0.1 $306k 2.1k 143.73
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $306k 3.3k 92.45
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $283k 5.4k 52.86
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $271k 6.7k 40.74
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $268k 5.5k 49.01
Exxon Mobil Corporation (XOM) 0.1 $257k 3.0k 85.75
Haemonetics Corporation (HAE) 0.1 $244k 3.7k 65.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $243k 4.9k 49.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $237k 3.8k 62.80
International Business Machines (IBM) 0.1 $236k 1.7k 141.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $234k 836.00 279.90
Chevron Corporation (CVX) 0.1 $229k 1.6k 144.66
Select Sector Spdr Tr Technology (XLK) 0.1 $227k 1.8k 127.31
Alphabet Cap Stk Cl C (GOOG) 0.1 $225k 103.00 2184.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $221k 809.00 273.18
Merck & Co (MRK) 0.1 $204k 2.2k 91.23
Paychex (PAYX) 0.1 $191k 1.7k 113.76
Nike CL B (NKE) 0.1 $175k 1.7k 102.46
Coca-Cola Company (KO) 0.1 $173k 2.7k 62.98
Eversource Energy (ES) 0.1 $169k 2.0k 84.58
Mastercard Incorporated Cl A (MA) 0.1 $155k 491.00 315.68
Pfizer (PFE) 0.1 $150k 2.9k 52.34
Abbott Laboratories (ABT) 0.1 $146k 1.3k 108.87
JPMorgan Chase & Co. (JPM) 0.1 $136k 1.2k 112.58
Accenture Plc Ireland Shs Class A (ACN) 0.1 $136k 490.00 277.55
UnitedHealth (UNH) 0.1 $121k 236.00 512.71
Pepsi (PEP) 0.0 $99k 593.00 166.95
Verizon Communications (VZ) 0.0 $88k 1.7k 50.84
Visa Com Cl A (V) 0.0 $62k 315.00 196.83
Tesla Motors (TSLA) 0.0 $24k 36.00 666.67
Home Depot (HD) 0.0 $10k 38.00 263.16