O'Brien Wealth Partners

O'Brien Wealth Partners as of June 30, 2024

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 62 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 15.3 $68M 1.1M 64.00
Ishares Tr Core S&p Ttl Stk (ITOT) 13.0 $58M 487k 118.78
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 10.9 $48M 1.2M 41.44
Pacer Fds Tr Us Cash Cows 100 (COWZ) 9.3 $41M 756k 54.49
Spdr Ser Tr Portfli Intrmdit (SPTI) 7.6 $34M 1.2M 28.02
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $33M 123k 267.51
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.7 $21M 765k 27.22
Principal Exchange Traded Us Mega Cp Etf (USMC) 4.4 $19M 357k 54.25
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 4.2 $19M 275k 67.86
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $17M 45k 364.51
Ishares Tr Russell 3000 Etf (IWV) 3.6 $16M 52k 308.67
Vanguard Index Fds Growth Etf (VUG) 2.6 $12M 32k 374.01
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.3 $10M 354k 28.87
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 2.3 $10M 268k 37.79
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.0 $8.8M 152k 57.68
Apple (AAPL) 1.7 $7.7M 37k 210.62
Morgan Stanley Etf Trust Calvert Internat (CVIE) 1.5 $6.8M 121k 56.35
McDonald's Corporation (MCD) 0.6 $2.7M 11k 254.84
Lifestance Health Group (LFST) 0.4 $1.7M 356k 4.91
Meta Platforms Cl A (META) 0.2 $1.1M 2.1k 504.16
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $887k 7.0k 127.19
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $856k 10k 83.96
Ishares Tr Core S&p500 Etf (IVV) 0.2 $668k 1.2k 547.23
Microsoft Corporation (MSFT) 0.1 $604k 1.4k 447.06
Analog Devices (ADI) 0.1 $536k 2.4k 228.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $503k 924.00 544.22
Ametek (AME) 0.1 $480k 2.9k 166.71
Ishares Tr Rus 1000 Etf (IWB) 0.1 $468k 1.6k 297.54
Upwork (UPWK) 0.1 $423k 39k 10.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $416k 2.3k 182.13
Select Sector Spdr Tr Technology (XLK) 0.1 $403k 1.8k 226.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $302k 3.8k 78.78
International Business Machines (IBM) 0.1 $291k 1.7k 172.97
Johnson & Johnson (JNJ) 0.1 $280k 1.9k 146.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k 663.00 406.80
Merck & Co (MRK) 0.1 $263k 2.1k 123.80
Amazon (AMZN) 0.1 $243k 1.3k 193.25
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $237k 1.2k 197.11
Procter & Gamble Company (PG) 0.0 $221k 1.3k 164.86
Alphabet Cap Stk Cl C (GOOG) 0.0 $213k 1.2k 183.42
JPMorgan Chase & Co. (JPM) 0.0 $206k 1.0k 202.32
Exxon Mobil Corporation (XOM) 0.0 $188k 1.6k 115.12
Paychex (PAYX) 0.0 $172k 1.5k 118.56
Chevron Corporation (CVX) 0.0 $168k 1.1k 156.42
Applied Materials (AMAT) 0.0 $141k 598.00 235.99
Norfolk Southern (NSC) 0.0 $139k 645.00 214.69
Abbvie (ABBV) 0.0 $128k 748.00 171.52
Accenture Plc Ireland Shs Class A (ACN) 0.0 $119k 391.00 303.41
Coca-Cola Company (KO) 0.0 $115k 1.8k 63.65
Pepsi (PEP) 0.0 $87k 526.00 164.93
Abbott Laboratories (ABT) 0.0 $77k 741.00 103.91
NVIDIA Corporation (NVDA) 0.0 $52k 420.00 123.54
Mastercard Incorporated Cl A (MA) 0.0 $49k 111.00 441.16
Eli Lilly & Co. (LLY) 0.0 $47k 52.00 905.65
UnitedHealth (UNH) 0.0 $29k 57.00 509.26
Broadcom (AVGO) 0.0 $8.0k 5.00 1608.60
Visa Com Cl A (V) 0.0 $1.8k 7.00 262.43
Amphenol Corp Cl A (APH) 0.0 $1.3k 20.00 67.35
Amgen (AMGN) 0.0 $1.3k 4.00 312.50
Home Depot (HD) 0.0 $1.0k 3.00 344.33
Eaton Corp SHS (ETN) 0.0 $941.000100 3.00 313.67
Automatic Data Processing (ADP) 0.0 $716.000100 3.00 238.67