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CIK: 0001689874
Total reported value
$756.2M
$756.2M
66 檔
33.4%
In Q3 2024, O'Brien Wealth Partners LLC's U.S. equity holdings reached a combined market value of $756.2M, distributed across 66 disclosed stock positions.
During Q3 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 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.64% | -0.10% | -3.07% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.00% | -0.06% | -29.09% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 9.77% | +0.02% | +1.47% | |
| 4 | USMC | Principal US Mega-cap ETF | ETF-Other | 9.29% | -0.28% | +132.91% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.82% | +0.13% | +2.88% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.17% | -0.03% | +4.31% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.76% | -0.07% | -1.04% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.49% | -0.19% | +2.99% | |
| 9 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 4.20% | +0.05% | — | |
| 10 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 3.68% | +0.01% | -4.73% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.30% | -0.01% | -0.15% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.28% | -0.16% | -1.47% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 3.01% | — | +26.94% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 2.18% | +0.02% | -0.66% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.09% | -0.01% | +2.29% | |
| 16 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.85% | +0.15% | +0.46% | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.77% | -0.09% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.45% | -0.17% | |
| 19 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.47% | +0.01% | +3.22% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | — | -0.01% | |
| 21 | LFST | Lifestance Health Group Inc | Stock-Other | 0.43% | +0.04% | -11.22% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | — | -11.33% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.20% | — | +0.44% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.18% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | +53.46% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.05% | -5.92% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.11% | — | -0.38% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.10% | — | — | |
| 30 | AME | Ametek Inc | Stock-Industrials | 0.10% | — | -1.81% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.08% | — | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | +26.96% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | — | — | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | — | +0.18% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.02% | -2.72% | |
| 36 | UPWK | Upwork Inc | Stock-Other | 0.06% | — | -22.26% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.06% | — | -4.15% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | -1.96% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.05% | +0.04% | NEW | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.05% | — | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.05% | — | -0.94% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | -6.27% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | -2.75% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | -13.11% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.04% | +0.15% | — | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.04% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.06% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.03% | — | -1.40% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | — | -1.87% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.03% | — | -1.53% |
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 66 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPYM, DBEF) accounted for 33.4% of total reported equity market value during Q3 2024.
During Q3 2024, O'Brien Wealth Partners LLC's top holdings by market value included ITOT (11.6%)、SPYM (10.0%)、DBEF (9.8%). The largest single position, ITOT, represented 11.6% of total portfolio value.
In Q3 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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