O'Brien Wealth Partners

O'Brien Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 10.9 $61M 471k 128.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.7 $59M 860k 68.94
Principal Exchange Traded Us Mega Cp Etf (USMC) 10.4 $58M 964k 60.03
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 9.2 $51M 1.2M 41.40
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.3 $46M 818k 56.48
Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $40M 137k 289.81
Spdr Ser Tr Portfli Intrmdit (SPTI) 7.1 $39M 1.4M 27.88
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.3 $24M 917k 26.19
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 3.8 $21M 722k 29.60
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 3.7 $21M 280k 73.34
Vanguard Index Fds Growth Etf (VUG) 3.3 $18M 44k 410.44
Ishares Tr Rus 1000 Grw Etf (IWF) 3.2 $18M 44k 401.58
Ishares Tr Russell 3000 Etf (IWV) 3.1 $17M 51k 334.25
Apple (AAPL) 2.8 $15M 61k 250.42
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.1 $12M 396k 29.01
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.9 $11M 273k 39.37
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.7 $9.2M 108k 85.84
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.6 $9.0M 162k 55.35
Morgan Stanley Etf Trust Calvert Internat (CVIE) 1.3 $7.2M 130k 55.17
McDonald's Corporation (MCD) 0.6 $3.1M 11k 289.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $2.3M 40k 58.93
Lifestance Health Group (LFST) 0.3 $1.6M 216k 7.37
Meta Platforms Cl A (META) 0.2 $965k 1.6k 585.37
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $923k 7.0k 132.09
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $905k 10k 88.79
Ishares Tr Core S&p500 Etf (IVV) 0.1 $718k 1.2k 588.68
Select Sector Spdr Tr Technology (XLK) 0.1 $665k 2.9k 232.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $552k 942.00 586.10
Microsoft Corporation (MSFT) 0.1 $536k 1.3k 421.52
Ishares Tr Rus 1000 Etf (IWB) 0.1 $507k 1.6k 322.16
Analog Devices (ADI) 0.1 $497k 2.3k 212.46
Ametek (AME) 0.1 $465k 2.6k 180.26
Alphabet Cap Stk Cl A (GOOGL) 0.1 $421k 2.2k 189.31
Upwork (UPWK) 0.1 $385k 24k 16.35
International Business Machines (IBM) 0.1 $373k 1.7k 219.88
Johnson & Johnson (JNJ) 0.1 $347k 2.4k 144.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $346k 642.00 538.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $295k 650.00 453.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $280k 3.7k 76.14
Ishares Msci Emrg Chn (EMXC) 0.0 $255k 4.6k 55.45
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $255k 2.6k 96.90
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $253k 1.2k 210.45
Amazon (AMZN) 0.0 $240k 1.1k 219.39
Vanguard Index Fds Small Cp Etf (VB) 0.0 $222k 924.00 240.22
Alphabet Cap Stk Cl C (GOOG) 0.0 $221k 1.2k 190.44
JPMorgan Chase & Co. (JPM) 0.0 $216k 901.00 239.77
Merck & Co (MRK) 0.0 $209k 2.1k 99.48
Procter & Gamble Company (PG) 0.0 $201k 1.2k 167.63
Paychex (PAYX) 0.0 $179k 1.3k 140.22
Accenture Plc Ireland Shs Class A (ACN) 0.0 $135k 385.00 351.79
Abbvie (ABBV) 0.0 $130k 734.00 177.70
Chevron Corporation (CVX) 0.0 $126k 867.00 144.84
Coca-Cola Company (KO) 0.0 $106k 1.7k 62.27
Exxon Mobil Corporation (XOM) 0.0 $102k 946.00 107.57
Applied Materials (AMAT) 0.0 $97k 598.00 162.64
Norfolk Southern (NSC) 0.0 $96k 408.00 234.70
Abbott Laboratories (ABT) 0.0 $83k 734.00 113.11
Pepsi (PEP) 0.0 $63k 417.00 152.06
Mastercard Incorporated Cl A (MA) 0.0 $53k 100.00 526.57
Eli Lilly & Co. (LLY) 0.0 $36k 47.00 772.74
NVIDIA Corporation (NVDA) 0.0 $30k 226.00 134.31
UnitedHealth (UNH) 0.0 $25k 50.00 505.86
Cisco Systems (CSCO) 0.0 $11k 193.00 59.20
Tesla Motors (TSLA) 0.0 $8.1k 20.00 403.85
Broadcom (AVGO) 0.0 $7.0k 30.00 233.23
Oracle Corporation (ORCL) 0.0 $2.5k 15.00 167.53
Automatic Data Processing (ADP) 0.0 $1.2k 4.00 292.75