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CIK: 0001689874
Total reported value
$756.2M
$756.2M
67 檔
36.3%
According to the latest 13F quarterly dataset, O'Brien Wealth Partners LLC managed an equity portfolio of $756.2M at the end of Q4 2024, spanning 67 distinct U.S. exchange-listed positions.
During Q4 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 | 10.91% | -0.10% | -0.31% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.69% | -0.06% | +13.93% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 10.43% | -0.28% | +15.99% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 9.17% | +0.02% | +3.64% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.33% | +0.13% | +5.15% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.16% | -0.07% | +12.59% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.06% | -0.03% | +11.64% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.33% | -0.19% | +16.34% | |
| 9 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 3.85% | +0.05% | +10.01% | |
| 10 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 3.70% | +0.01% | +6.86% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.28% | — | +10.85% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.16% | -0.16% | -2.25% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.10% | -0.01% | -0.08% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.45% | +67.73% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.07% | -0.01% | +9.38% | |
| 16 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.94% | +0.02% | +2.40% | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.66% | -0.09% | -1.33% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.62% | +0.15% | +6.19% | |
| 19 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.29% | +0.01% | +3.47% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | — | +0.01% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | — | — | |
| 22 | LFST | Lifestance Health Group Inc | Stock-Other | 0.29% | +0.04% | -31.61% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | -11.87% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.17% | — | -0.21% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.16% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | — | +60.40% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | -33.57% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.05% | — | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.09% | — | — | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | — | — | |
| 32 | AME | Ametek Inc | Stock-Industrials | 0.08% | — | -8.84% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.02% | +0.04% | |
| 34 | UPWK | Upwork Inc | Stock-Other | 0.07% | — | -22.88% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | — | +0.59% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | — | -1.23% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.06% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | — | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.05% | — | — | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.05% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.05% | +0.15% | +31.78% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.05% | — | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.04% | +0.04% | NEW | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.06% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | -8.90% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | — | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | -4.70% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.03% | — | -11.93% | |
| 50 | ACN | Accenture plc | Stock-Tech | 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 67 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPYM, USMC) accounted for 36.3% of total reported equity market value during Q4 2024.
During Q4 2024, O'Brien Wealth Partners LLC's top holdings by market value included ITOT (10.9%)、SPYM (10.7%)、USMC (10.4%). The largest single position, ITOT, represented 10.9% of total portfolio value.
In Q4 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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