O'brien Wealth Partners LLC Top Holdings and 13F Report (2024) → Biden’s $374B Giveaway Into This Sector (From DTI) (Ad) About O'brien Wealth Partners LLCInvestment ActivityO'brien Wealth Partners LLC has $432.37 million in total holdings as of March 31, 2024.O'brien Wealth Partners LLC owns shares of 66 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 2.21% of the portfolio was sold this quarter.This quarter, O'brien Wealth Partners LLC has purchased 62 new stocks and bought additional shares in 11 stocks.O'brien Wealth Partners LLC sold shares of 40 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $108,718,117Xtrackers MSCI EAFE Hedged Equity ETF $48,020,145Pacer US Cash Cows 100 ETF $43,660,392Vanguard Total Stock Market ETF $43,278,483SPDR Portfolio Intermediate Term Treasury ETF $33,207,237 Largest New Holdings this Quarter Principal U.S. Mega-Cap ETF $18,054,427 HoldingSPDR Portfolio S&P 500 ETF $2,411,176 HoldingInvesco NASDAQ 100 ETF $219,228 HoldingiShares Core U.S. Aggregate Bond ETF $208,906 HoldingWalt Disney $51,146 Holding Largest Purchases this Quarter Principal U.S. Mega-Cap ETF 351,527 shares (about $18.05M)Vanguard Growth Index Fund ETF Shares 13,267 shares (about $4.57M)SPDR Portfolio S&P 500 ETF 39,187 shares (about $2.41M)SPDR Portfolio Long Term Treasury ETF 85,279 shares (about $2.38M)Calvert US Large-Cap Core Responsible Index ETF 31,009 shares (about $2.04M) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 29,954 shares (about $3.45M)Vanguard Total Stock Market ETF 5,256 shares (about $1.37M)LifeStance Health Group 178,281 shares (about $1.10M)Xtrackers MSCI EAFE Hedged Equity ETF 15,578 shares (about $637.61K)Microsoft 816 shares (about $343.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofO'brien Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$108,718,117$3,453,697 ▼-3.1%942,91525.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$48,020,145$637,608 ▼-1.3%1,173,22611.1%ETFCOWZPacer US Cash Cows 100 ETF$43,660,392$127,784 ▲0.3%751,34010.1%ETFVTIVanguard Total Stock Market ETF$43,278,483$1,366,032 ▼-3.1%166,52010.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$33,207,237$1,109,870 ▲3.5%1,178,3977.7%ETFSPTLSPDR Portfolio Long Term Treasury ETF$20,038,729$2,382,694 ▲13.5%717,2064.6%ETFUSMCPrincipal U.S. Mega-Cap ETF$18,054,427$18,054,427 ▲New Holding351,5274.2%ManufacturingCVLCCalvert US Large-Cap Core Responsible Index ETF$17,565,588$2,035,202 ▲13.1%267,6354.1%ETFIWViShares Russell 3000 ETF$15,696,839$285,375 ▼-1.8%52,3093.6%ETFIWFiShares Russell 1000 Growth ETF$15,323,511$183,691 ▼-1.2%45,4643.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$9,875,077$301,086 ▲3.1%341,4622.3%ETFNULVNuveen ESG Large-Cap Value ETF$9,723,394$153,808 ▲1.6%250,2162.2%ETFVUGVanguard Growth Index Fund ETF Shares$9,203,916$4,566,505 ▲98.5%26,7402.1%ETFVGLTVanguard Long-Term Treasury Index ETF$8,810,739$397,499 ▲4.7%148,7302.0%ETFCVIECalvert International Responsible Index ETF$6,799,967$72,871 ▲1.1%119,3501.6%ETFAAPLApple$3,714,076$136,841 ▼-3.6%21,6590.9%Computer and TechnologyLFSTLifeStance Health Group$3,318,849$1,099,994 ▼-24.9%537,9010.8%MedicalMCDMcDonald's$3,008,704$114,190 ▼-3.7%10,6710.7%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$2,411,176$2,411,176 ▲New Holding39,1870.6%ETFMETAMeta Platforms$1,060,141$131,121 ▼-11.0%2,1830.2%Computer and TechnologySDYSPDR S&P Dividend ETF$910,309$3,806 ▲0.4%6,9360.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$851,6800.0%10,1900.2%ETFIVViShares Core S&P 500 ETF$648,2250.0%1,2330.1%ETFSPYSPDR S&P 500 ETF Trust$643,3760.0%1,2300.1%FinanceAMEAMETEK$530,0440.0%2,8980.1%Computer and TechnologyMSFTMicrosoft$504,443$343,307 ▼-40.5%1,1990.1%Computer and TechnologyUPWKUpwork$481,9900.0%39,3140.1%Computer and TechnologyADIAnalog Devices$464,807$1,187 ▼-0.3%2,3500.1%Computer and TechnologyIWBiShares Russell 1000 ETF$453,359$19,874 ▼-4.2%1,5740.1%ETFXLKTechnology Select Sector SPDR Fund$371,3450.0%1,7830.1%ETFGOOGLAlphabet$338,536$42,260 ▼-11.1%2,2430.1%Computer and TechnologyIBMInternational Business Machines$320,580$382 ▲0.1%1,6790.1%Computer and TechnologyJNJJohnson & Johnson$296,600$75,930 ▼-20.4%1,8750.1%MedicalESGDiShares ESG Aware MSCI EAFE ETF$293,749$7,831 ▼-2.6%3,6760.1%ManufacturingAMZNAmazon.com$291,855$69,807 ▼-19.3%1,6180.1%Retail/WholesaleMRKMerck & Co., Inc.$282,505$1,847 ▼-0.6%2,1410.1%MedicalBRK.BBerkshire Hathaway$278,805$34,483 ▼-11.0%6630.1%FinanceQQQMInvesco NASDAQ 100 ETF$219,228$219,228 ▲New Holding1,2000.1%ETFPGProcter & Gamble$219,141$115,329 ▼-34.5%1,3510.1%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$208,906$208,906 ▲New Holding2,1330.0%FinanceJPMJPMorgan Chase & Co.$208,014$25,426 ▼-10.9%1,0390.0%FinanceIWRiShares Russell Mid-Cap ETF$202,321$113,185 ▼-35.9%2,4060.0%ETFGOOGAlphabet$181,951$53,443 ▼-22.7%1,1950.0%Computer and TechnologyPAYXPaychex$178,6740.0%1,4550.0%Business ServicesCVXChevron$169,097$31,548 ▼-15.7%1,0720.0%Oils/EnergyXOMExxon Mobil$167,618$28,944 ▼-14.7%1,4420.0%Oils/EnergyNSCNorfolk Southern$165,666$152,668 ▼-48.0%6500.0%TransportationACNAccenture$137,258$6,239 ▼-4.3%3960.0%Business ServicesABBVAbbVie$136,211$163,890 ▼-54.6%7480.0%MedicalAMATApplied Materials$123,944$63,106 ▼-33.7%6010.0%Computer and TechnologyKOCoca-Cola$122,158$61,477 ▼-33.5%1,9970.0%Consumer StaplesPEPPepsiCo$92,055$95,905 ▼-51.0%5260.0%Consumer StaplesABTAbbott Laboratories$86,1540.0%7580.0%MedicalINTCIntel$63,031$15,725 ▼-20.0%1,4270.0%Computer and TechnologyMAMastercard$56,825$11,558 ▼-16.9%1180.0%Business ServicesDISWalt Disney$51,146$51,146 ▲New Holding4180.0%Consumer DiscretionaryLLYEli Lilly and Company$36,564$21,783 ▼-37.3%470.0%MedicalNVDANVIDIA$34,335$47,888 ▼-58.2%380.0%Computer and TechnologyUNHUnitedHealth Group$31,661$6,926 ▼-17.9%640.0%MedicalAVGOBroadcom$6,627$5,302 ▼-44.4%50.0%Computer and TechnologyVVisa$5,861$28,468 ▼-82.9%210.0%Business ServicesHDHome Depot$4,220$4,987 ▼-54.2%110.0%Retail/WholesaleAMGNAmgen$2,559$3,128 ▼-55.0%90.0%MedicalADPAutomatic Data Processing$1,998$145,854 ▼-98.6%80.0%Business ServicesAPHAmphenol$1,154$1,154 ▲New Holding100.0%Computer and TechnologyETNEaton$938$938 ▲New Holding30.0%Industrial ProductsNEENextEra Energy$0$248,670 ▼-100.0%00.0%UtilitiesADBEAdobe$0$96,649 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$18,884 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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