$239 Million is the total value of O'Brien Wealth Partners LLC's 64 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPWK | UPWORK INC | $813,000 | +11.5% | 39,314 | 0.0% | 0.34% | +17.6% | |
| USMV | ISHARES TRmsci usa min vol | $773,000 | -1.5% | 11,014 | 0.0% | 0.32% | +3.5% | |
| IWB | ISHARES TRrus 1000 etf | $365,000 | -5.2% | 1,759 | 0.0% | 0.15% | -0.7% | |
| IWR | ISHARES TRrus mid cap etf | $325,000 | -5.5% | 5,019 | 0.0% | 0.14% | -0.7% | |
| IJR | ISHARES TRcore s&p scp etf | $306,000 | -3.8% | 3,310 | 0.0% | 0.13% | +1.6% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $243,000 | -2.4% | 4,870 | 0.0% | 0.10% | +3.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $227,000 | -5.8% | 1,783 | 0.0% | 0.10% | -1.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 32 | Q3 2023 | 33.5% |
| ISHARES TR | 32 | Q3 2023 | 33.4% |
| ISHARES TR | 32 | Q3 2023 | 12.1% |
| SPDR SER TR | 32 | Q3 2023 | 15.5% |
| APPLE INC | 32 | Q3 2023 | 1.8% |
| ISHARES TR | 32 | Q3 2023 | 4.2% |
| JOHNSON & JOHNSON | 32 | Q3 2023 | 0.6% |
| ISHARES TR | 31 | Q3 2023 | 14.7% |
| MCDONALDS CORP | 31 | Q3 2023 | 1.8% |
| SPDR S&P 500 ETF TR | 31 | Q3 2023 | 0.7% |
View O'Brien Wealth Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View O'Brien Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.