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Entity | Shares/Amount Change | Position Value Change |
USMC |
+351,527 | +$18,054 | SPLG |
+39,187 | +$2,411 | QQQM |
+1,200 | +$219 | AGG |
+2,133 | +$209 | DIS |
+418 | +$51 | APH |
+10 | +$1 | ETN |
+3 | +$1 |
Entity | Shares/Amount Change | Position Value Change |
NEE |
-4,094 | -$249 | ADBE |
-162 | -$97 | TSLA |
-76 | -$19 |
Entity | Shares/Amount Change | Position Value Change |
SPTL |
+85,279 | +$1,700 | SPTI |
+39,385 | +$677 | CVLC |
+31,009 | +$3,440 | VUG |
+13,267 | +$5,015 | SPTS |
+10,411 | +$258 | VGLT |
+6,710 | +$73 | NULV |
+3,958 | +$880 | COWZ |
+2,199 | +$4,712 | CVIE |
+1,279 | +$447 | SDY |
+29 | +$47 |
Entity | Shares/Amount Change | Position Value Change |
LFST |
-178,281 | -$2,289 | ITOT |
-29,954 | +$6,343 | DBEF |
-15,578 | +$4,058 | VTI |
-5,256 | +$2,529 | IWR |
-1,346 | -$90 | KO |
-1,005 | -$55 | IWV |
-951 | +$1,118 | ABBV |
-900 | -$119 | MSFT |
-816 | -$254 |
Size ($ in 1000's)
At 03/31/2024: $432,368 At 12/31/2023: $383,028
O Brien Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from O Brien Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by O Brien Wealth Partners LLC to be as follows, presented in the
table below with each row detailing each O Brien Wealth Partners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-O Brien Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by O Brien Wealth Partners LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | COCA COLA CO |
1,997 |
-1,005 |
$122 | KO | 1,997 | -1,005 | $122 | PEPSICO INC |
526 |
-548 |
$92 | PEP | 526 | -548 | $92 | ABBOTT LABS |
758 |
UNCH |
$86 | ABT | 758 | UNCH | $86 | INTEL CORP |
1,427 |
-356 |
$63 | INTC | 1,427 | -356 | $63 | MASTERCARD INCORPORATED |
118 |
-24 |
$57 | MA | 118 | -24 | $57 | DISNEY WALT CO |
418 |
+418 |
$51 | DIS | 418 | +418 | $51 | ELI LILLY & CO |
47 |
-28 |
$37 | LLY | 47 | -28 | $37 | NVIDIA CORPORATION |
38 |
-53 |
$34 | NVDA | 38 | -53 | $34 | UNITEDHEALTH GROUP INC |
64 |
-14 |
$32 | UNH | 64 | -14 | $32 | BROADCOM INC |
5 |
-4 |
$7 | AVGO | 5 | -4 | $7 | VISA INC |
21 |
-102 |
$6 | V | 21 | -102 | $6 | HOME DEPOT INC |
11 |
-13 |
$4 | HD | 11 | -13 | $4 | AMGEN INC |
9 |
-11 |
$3 | AMGN | 9 | -11 | $3 | AUTOMATIC DATA PROCESSING IN |
8 |
-584 |
$2 | ADP | 8 | -584 | $2 | AMPHENOL CORP NEW |
10 |
+10 |
$1 | APH | 10 | +10 | $1 | EATON CORP PLC |
3 |
+3 |
$1 | ETN | 3 | +3 | $1 | ADOBE INC |
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$0 (exited) | ADBE | 0 | -162 | $0 | NEXTERA ENERGY INC |
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$0 (exited) | NEE | 0 | -4,094 | $0 | TESLA INC |
0 |
-76 |
$0 (exited) | TSLA | 0 | -76 | $0 |
See Summary: O Brien Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By O Brien Wealth Partners LLC
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