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CIK: 0001689874
Total reported value
$756.2M
$756.2M
62 檔
33.0%
According to the latest 13F quarterly dataset, O'Brien Wealth Partners LLC managed an equity portfolio of $756.2M at the end of Q2 2024, spanning 62 distinct U.S. exchange-listed positions.
During Q2 2024, O'Brien Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.32% | -0.06% | +2617.71% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 13.01% | -0.10% | -48.32% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 10.89% | +0.02% | -0.38% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.26% | +0.13% | +0.64% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.59% | -0.03% | +2.33% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.39% | -0.07% | -26.15% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.68% | -0.19% | +6.73% | |
| 8 | USMC | Principal US Mega-cap ETF | ETF-Other | 4.35% | -0.28% | +1.49% | |
| 9 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 4.19% | +0.01% | +2.67% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.71% | -0.16% | -0.42% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.58% | -0.01% | -1.48% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.65% | — | +17.83% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.30% | -0.01% | +3.77% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 2.28% | +0.02% | +7.25% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.97% | +0.15% | +2.33% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.45% | +68.31% | |
| 17 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.54% | +0.01% | +1.69% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | — | -0.32% | |
| 19 | LFST | Lifestance Health Group Inc | Stock-Other | 0.39% | +0.04% | -33.75% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | — | -3.34% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.20% | — | +0.52% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.19% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -1.05% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.05% | +12.76% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 0.12% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | — | -24.88% | |
| 27 | AME | Ametek Inc | Stock-Industrials | 0.11% | — | -0.62% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.11% | — | — | |
| 29 | UPWK | Upwork Inc | Stock-Other | 0.09% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | +0.02% | +1.78% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.09% | — | — | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.07% | — | +4.33% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | — | +0.18% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | — | +2.08% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.06% | — | -0.98% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | -22.19% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.05% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | — | -0.81% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | +0.06% | -2.93% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | -2.12% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | — | +13.45% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.04% | — | -0.34% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.04% | — | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.03% | — | -0.50% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.03% | — | -0.77% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | — | — | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.03% | — | -1.26% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.03% | — | -9.51% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — |
According to official SEC Form 13F filings, O'Brien Wealth Partners LLC reported a total U.S. public equity portfolio value of $756.2M across 62 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, ITOT, DBEF) accounted for 33.0% of total reported equity market value during Q2 2024.
During Q2 2024, O'Brien Wealth Partners LLC's top holdings by market value included SPYM (15.3%)、ITOT (13.0%)、DBEF (10.9%). The largest single position, SPYM, represented 15.3% of total portfolio value.
In Q2 2024, O'Brien Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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