$252 Million is the total value of O'Brien Wealth Partners LLC's 57 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEE | New | NEXTERA ENERGY INC | $310,156 | – | 3,710 | +100.0% | 0.12% | – |
| KO | New | COCA COLA CO | $290,761 | – | 4,571 | +100.0% | 0.12% | – |
| ABBV | New | ABBVIE INC | $279,262 | – | 1,728 | +100.0% | 0.11% | – |
| PAYX | New | PAYCHEX INC | $178,078 | – | 1,541 | +100.0% | 0.07% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $173,651 | – | 727 | +100.0% | 0.07% | – |
| ETN | New | EATON CORP PLC | $153,654 | – | 979 | +100.0% | 0.06% | – |
| LOW | New | LOWES COS INC | $144,847 | – | 727 | +100.0% | 0.06% | – |
| ACN | New | ACCENTURE PLC IRELAND | $116,876 | – | 438 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.