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Size ($ in 1000's)
At 03/31/2024: $432,368
At 12/31/2023: $383,028
O Brien Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from O Brien Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the O Brien Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by O Brien Wealth Partners LLC.
In the O Brien Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by O Brien Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the O Brien Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (ITOT) |
942,915 |
-29,954 |
$108,718 | | ITOT | 942,915 | -29,954 | $108,718 | | DBX ETF TR (DBEF) |
1,173,226 |
-15,578 |
$48,020 | | DBEF | 1,173,226 | -15,578 | $48,020 | | PACER FDS TR |
751,340 |
+2,199 |
$43,660 | | COWZ | 751,340 | +2,199 | $43,660 | | VANGUARD INDEX FDS (VTI) |
166,520 |
-5,256 |
$43,278 | | VTI | 166,520 | -5,256 | $43,278 | | SPDR SER TR (SPTI) |
1,178,397 |
+39,385 |
$33,207 | | SPTI | 1,178,397 | +39,385 | $33,207 | | SPDR SER TR (SPTL) |
717,206 |
+85,279 |
$20,039 | | SPTL | 717,206 | +85,279 | $20,039 | | PRINCIPAL EXCHANGE TRADED FD (USMC) |
351,527 |
+351,527 |
$18,054 | | USMC | 351,527 | +351,527 | $18,054 | | MORGAN STANLEY ETF TRUST (CVLC) |
267,635 |
+31,009 |
$17,566 | | CVLC | 267,635 | +31,009 | $17,566 | | ISHARES TR (IWV) |
52,309 |
-951 |
$15,697 | | IWV | 52,309 | -951 | $15,697 | | ISHARES TR (IWF) |
45,464 |
-545 |
$15,324 | | IWF | 45,464 | -545 | $15,324 | | SPDR SER TR (SPTS) |
341,462 |
+10,411 |
$9,875 | | SPTS | 341,462 | +10,411 | $9,875 | | NUSHARES ETF TR (NULV) |
250,216 |
+3,958 |
$9,723 | | NULV | 250,216 | +3,958 | $9,723 | | VANGUARD INDEX FDS (VUG) |
26,740 |
+13,267 |
$9,204 | | VUG | 26,740 | +13,267 | $9,204 | | VANGUARD SCOTTSDALE FDS (VGLT) |
148,730 |
+6,710 |
$8,811 | | VGLT | 148,730 | +6,710 | $8,811 | | MORGAN STANLEY ETF TRUST (CVIE) |
119,350 |
+1,279 |
$6,800 | | CVIE | 119,350 | +1,279 | $6,800 | | APPLE INC |
21,659 |
-798 |
$3,714 | | AAPL | 21,659 | -798 | $3,714 | | LIFESTANCE HEALTH GROUP INC |
537,901 |
-178,281 |
$3,319 | | LFST | 537,901 | -178,281 | $3,319 | | MCDONALDS CORP |
10,671 |
-405 |
$3,009 | | MCD | 10,671 | -405 | $3,009 | | SPDR SER TR (SPLG) |
39,187 |
+39,187 |
$2,411 | | SPLG | 39,187 | +39,187 | $2,411 | | META PLATFORMS INC |
2,183 |
-270 |
$1,060 | | META | 2,183 | -270 | $1,060 | | SPDR SER TR (SDY) |
6,936 |
+29 |
$910 | | SDY | 6,936 | +29 | $910 | | ISHARES TR (USMV) |
10,190 |
UNCH |
$852 | | USMV | 10,190 | UNCH | $852 | | ISHARES TR (IVV) |
1,233 |
UNCH |
$648 | | IVV | 1,233 | UNCH | $648 | | SPDR S&P 500 ETF TR (SPY) |
1,230 |
UNCH |
$643 | | SPY | 1,230 | UNCH | $643 | | AMETEK INC |
2,898 |
UNCH |
$530 | | AME | 2,898 | UNCH | $530 | | MICROSOFT CORP |
1,199 |
-816 |
$504 | | MSFT | 1,199 | -816 | $504 | | UPWORK INC |
39,314 |
UNCH |
$482 | | UPWK | 39,314 | UNCH | $482 | | ANALOG DEVICES INC |
2,350 |
-6 |
$465 | | ADI | 2,350 | -6 | $465 | | ISHARES TR (IWB) |
1,574 |
-69 |
$453 | | IWB | 1,574 | -69 | $453 | | SELECT SECTOR SPDR TR (XLK) |
1,783 |
UNCH |
$371 | | XLK | 1,783 | UNCH | $371 | | ALPHABET INC |
2,243 |
-280 |
$339 | | GOOGL | 2,243 | -280 | $339 | | INTERNATIONAL BUSINESS MACHS |
1,679 |
+2 |
$321 | | IBM | 1,679 | +2 | $321 | | JOHNSON & JOHNSON |
1,875 |
-480 |
$297 | | JNJ | 1,875 | -480 | $297 | | ISHARES TR (ESGD) |
3,676 |
-98 |
$294 | | ESGD | 3,676 | -98 | $294 | | AMAZON COM INC |
1,618 |
-387 |
$292 | | AMZN | 1,618 | -387 | $292 | | MERCK & CO INC |
2,141 |
-14 |
$283 | | MRK | 2,141 | -14 | $283 |  BERKSHIRE HATHAWAY INC DEL |
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$279 | | BRK.B | 663 | -82 | $279 | | PROCTER AND GAMBLE CO |
1,351 |
-711 |
$219 | | PG | 1,351 | -711 | $219 | | INVESCO EXCH TRADED FD TR II (QQQM) |
1,200 |
+1,200 |
$219 | | QQQM | 1,200 | +1,200 | $219 | | ISHARES TR (AGG) |
2,133 |
+2,133 |
$209 | | AGG | 2,133 | +2,133 | $209 | | JPMORGAN CHASE & CO |
1,039 |
-127 |
$208 | | JPM | 1,039 | -127 | $208 | | ISHARES TR (IWR) |
2,406 |
-1,346 |
$202 | | IWR | 2,406 | -1,346 | $202 | | ALPHABET INC |
1,195 |
-351 |
$182 | | GOOG | 1,195 | -351 | $182 | | PAYCHEX INC |
1,455 |
UNCH |
$179 | | PAYX | 1,455 | UNCH | $179 | | CHEVRON CORP NEW |
1,072 |
-200 |
$169 | | CVX | 1,072 | -200 | $169 | | EXXON MOBIL CORP |
1,442 |
-249 |
$168 | | XOM | 1,442 | -249 | $168 | | NORFOLK SOUTHN CORP |
650 |
-599 |
$166 | | NSC | 650 | -599 | $166 | | ACCENTURE PLC IRELAND |
396 |
-18 |
$137 | | ACN | 396 | -18 | $137 | | ABBVIE INC |
748 |
-900 |
$136 | | ABBV | 748 | -900 | $136 | | APPLIED MATLS INC |
601 |
-306 |
$124 | | AMAT | 601 | -306 | $124 |
See Full List: All Stocks Held By O Brien Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By O Brien Wealth Partners LLC
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