OB

O'Brien Wealth Partners LLC

13F
O'Brien Wealth Partners LLC
Last update 2024-10-24 66 Stocks (10 new)
Value $510.00 Mil Turnover 13 %
Countries:
Top Holdings: ITOT(11.64%)SPLG(10.00%)DBEF(9.77%)USMC(9.29%)COWZ(8.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
O'Brien Wealth Partners LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
472,395
59342.290
-3.07%
11.640
-0.40%
0.100
+12.77%
+25.01%
64881.137
 
SPLG 		SPDR Portfolio S&P 500 ETF
755,162
50980.990
-29.09%
10.000
-4.46%
0.110
+11.94%
+25.62%
50700.784
 
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF
1,185,908
49831.860
+1.47%
9.770
+0.14%
0.760
+4.08%
+11.65%
6441.637
 
USMC 		Principal U.S. Mega-Cap ETF
830,932
47354.830
+132.91%
9.290
+5.30%
1.890
+11.75%
+26.69%
2605.375
 
COWZ 		Pacer US Cash Cows 100 ETF
777,927
44987.550
+2.88%
8.820
+0.25%
0.180
+9.58%
+14.83%
26151.585
 
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF
1,257,842
36552.880
+4.31%
7.170
+0.30%
0.540
-2.68%
-1.93%
6616.992
 
VTI 		Vanguard Total Stock Market ETF
121,700
34460.480
-1.04%
6.760
-0.08%
0.010
+12.80%
+24.93%
418831.491
 
SPTL 		SPDR Portfolio Long Term Treasury ETF
788,330
22916.760
+2.99%
4.490
+0.13%
0.200
-5.67%
-7.06%
10588.422
 
XCEM 		Columbia EM Core ex-China ETF
656,073
21433.910
New Holding
4.200
+4.20%
-
-1.67%
+3.17%
1018.098
 
CVLC 		Calvert US Large-Cap Core Responsible Index ETF
261,781
18753.320
-4.73%
3.680
-0.20%
4.990
+13.10%
+25.30%
392.877
 

O'Brien Wealth Partners LLC's Historical Top Holdings Breakdowns

O'Brien Wealth Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMC 		Principal U.S. Mega-Cap ETF2024-09-30Add
+5.30%
●
51.14 ($54.85) 56.99
$59.24
8.00%
Add 132.91%
830,932
474,173
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Reduce
-4.46%
●
60.84 ($65.03) 67.51
$70.22
7.98%
Reduce -29.09%
755,162
-309,828
XCEM 		Columbia EM Core ex-China ETF2024-09-30New Buy
+4.20%
●
30.17 ($32.35) 33.79
$31.23
-3.46%
New holding
656,073
656,073
NULG 		Nuveen ESG Large-Cap Growth ETF2024-09-30New Buy
+1.77%
●
73.86 ($80.16) 84.2
$89.37
11.49%
New holding
108,998
108,998
VUG 		Vanguard Growth ETF2024-09-30Add
+0.64%
●
341.08 ($371.89) 391.94
$408.80
9.92%
Add 26.94%
39,999
8,490
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Reduce
-0.40%
●
113.41 ($121.07) 125.62
$131.55
8.66%
Reduce -3.07%
472,395
-14,937
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF2024-09-30Add
+0.30%
●
27.8 ($28.71) 29.26
$28.01
-2.44%
Add 4.31%
1,257,842
51,985
COWZ 		Pacer US Cash Cows 100 ETF2024-09-30Add
+0.25%
●
53.41 ($56.03) 57.9
$59.70
6.55%
Add 2.88%
777,927
21,777
CVLC 		Calvert US Large-Cap Core Responsible Index ETF2024-09-30Reduce
-0.20%
●
64.23 ($68.91) 71.64
$74.81
8.55%
Reduce -4.73%
261,781
-13,005
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2024-09-30Add
+0.14%
●
38.33 ($41.19) 42.48
$41.29
0.24%
Add 1.47%
1,185,908
17,173

O'Brien Wealth Partners LLC Total Holding History ($B)

To

O'Brien Wealth Partners LLC's Asset Allocation

To

O'Brien Wealth Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

O'Brien Wealth Partners LLC's Hypothetical Growth since 2024-09-30

O'Brien Wealth Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

O'Brien Wealth Partners LLC's Holdings Heat Map

Size field:

O'Brien Wealth Partners LLC's Holdings Bubble Chart

O'Brien Wealth Partners LLC News

  • 1

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