O'brien Wealth Partners LLC Top Holdings and 13F Report (2024) About O'brien Wealth Partners LLCInvestment ActivityO'brien Wealth Partners LLC has $509.85 million in total holdings as of September 30, 2024.O'brien Wealth Partners LLC owns shares of 66 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 13.08% of the portfolio was purchased this quarter.About 4.96% of the portfolio was sold this quarter.This quarter, O'brien Wealth Partners LLC has purchased 62 new stocks and bought additional shares in 14 stocks.O'brien Wealth Partners LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $59,342,293SPDR Portfolio S&P 500 ETF $50,980,990Xtrackers MSCI EAFE Hedged Equity ETF $49,831,863Principal U.S. Mega-Cap ETF $47,354,825Pacer US Cash Cows 100 ETF $44,987,547 Largest New Holdings this Quarter Columbia EM Core ex-China ETF $21,433,905 HoldingNuveen ESG Large-Cap Growth ETF $9,006,505 HoldingInvesco QQQ $379,418 HoldingVanguard Small-Cap ETF $246,641 HoldingiShares Core U.S. Aggregate Bond ETF $202,034 Holding Largest Purchases this Quarter Principal U.S. Mega-Cap ETF 474,173 shares (about $27.02M)Columbia EM Core ex-China ETF 656,073 shares (about $21.43M)Nuveen ESG Large-Cap Growth ETF 108,998 shares (about $9.01M)Vanguard Growth ETF 8,490 shares (about $3.26M)SPDR Portfolio Intermediate Term Treasury ETF 51,985 shares (about $1.51M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 309,828 shares (about $20.92M)iShares Core S&P Total U.S. Stock Market ETF 14,937 shares (about $1.88M)Calvert US Large-Cap Core Responsible Index ETF 13,005 shares (about $931.64K)Vanguard Total Stock Market ETF 1,283 shares (about $363.29K)LifeStance Health Group 40,000 shares (about $280K) 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$59,342,293$1,876,387 ▼-3.1%472,39511.6%ETFSPLGSPDR Portfolio S&P 500 ETF$50,980,990$20,916,490 ▼-29.1%755,16210.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$49,831,863$721,610 ▲1.5%1,185,9089.8%ETFUSMCPrincipal U.S. Mega-Cap ETF$47,354,825$27,023,125 ▲132.9%830,9329.3%ManufacturingCOWZPacer US Cash Cows 100 ETF$44,987,547$1,259,365 ▲2.9%777,9278.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$36,552,880$1,510,684 ▲4.3%1,257,8427.2%ETFVTIVanguard Total Stock Market ETF$34,460,475$363,293 ▼-1.0%121,7006.8%ETFSPTLSPDR Portfolio Long Term Treasury ETF$22,916,758$665,296 ▲3.0%788,3304.5%ETFXCEMColumbia EM Core ex-China ETF$21,433,905$21,433,905 ▲New Holding656,0734.2%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$18,753,317$931,645 ▼-4.7%261,7813.7%ETFIWViShares Russell 3000 ETF$16,812,998$25,158 ▼-0.1%51,4583.3%ETFIWFiShares Russell 1000 Growth ETF$16,745,666$249,252 ▼-1.5%44,6103.3%ETFVUGVanguard Growth ETF$15,356,721$3,259,546 ▲26.9%39,9993.0%ETFNULVNuveen ESG Large-Cap Value ETF$11,121,634$74,011 ▼-0.7%266,5782.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$10,659,523$238,603 ▲2.3%362,4462.1%ETFVGLTVanguard Long-Term Treasury Index ETF$9,409,559$43,139 ▲0.5%152,9021.8%ETFNULGNuveen ESG Large-Cap Growth ETF$9,006,505$9,006,505 ▲New Holding108,9981.8%ETFAAPLApple$8,478,987$14,679 ▼-0.2%36,3911.7%Computer and TechnologyCVIECalvert International Responsible Index ETF$7,505,174$234,179 ▲3.2%125,2791.5%ETFMCDMcDonald's$3,238,782$305 ▼0.0%10,6360.6%Retail/WholesaleLFSTLifeStance Health Group$2,214,597$280,000 ▼-11.2%316,3710.4%MedicalMETAMeta Platforms$1,071,235$136,839 ▼-11.3%1,8710.2%Computer and TechnologySDYSPDR S&P Dividend ETF$994,652$4,403 ▲0.4%7,0030.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$930,4490.0%10,1900.2%ETFSPYSPDR S&P 500 ETF Trust$813,592$283,438 ▲53.5%1,4180.2%FinanceIVViShares Core S&P 500 ETF$703,7200.0%1,2200.1%ETFMSFTMicrosoft$547,211$34,416 ▼-5.9%1,2720.1%Computer and TechnologyADIAnalog Devices$538,828$2,072 ▼-0.4%2,3410.1%Computer and TechnologyIWBiShares Russell 1000 ETF$494,8500.0%1,5740.1%ETFAMEAMETEK$485,596$8,929 ▼-1.8%2,8280.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$402,5300.0%1,7830.1%ETFJNJJohnson & Johnson$393,797$83,621 ▲27.0%2,4300.1%MedicalQQQInvesco QQQ$379,418$379,418 ▲New Holding7770.1%FinanceIBMInternational Business Machines$372,613$663 ▲0.2%1,6850.1%Computer and TechnologyGOOGLAlphabet$368,287$10,281 ▼-2.7%2,2210.1%Computer and TechnologyUPWKUpwork$319,394$91,438 ▼-22.3%30,5640.1%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$309,409$13,383 ▼-4.1%3,6760.1%ManufacturingBRK.BBerkshire Hathaway$299,169$5,983 ▼-2.0%6500.1%FinanceVBVanguard Small-Cap ETF$246,641$246,641 ▲New Holding1,0400.0%ETFQQQMInvesco NASDAQ 100 ETF$241,0200.0%1,2000.0%ETFMRKMerck & Co., Inc.$238,476$2,271 ▼-0.9%2,1000.0%MedicalPGProcter & Gamble$217,621$14,554 ▼-6.3%1,2560.0%Consumer StaplesJPMJPMorgan Chase & Co.$208,454$5,902 ▼-2.8%9890.0%FinanceAMZNAmazon.com$203,845$30,744 ▼-13.1%1,0940.0%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$202,034$202,034 ▲New Holding1,9950.0%FinancePAYXPaychex$194,5760.0%1,4500.0%Business ServicesGOOGAlphabet$193,9400.0%1,1600.0%Computer and TechnologyCVXChevron$155,664$2,209 ▼-1.4%1,0570.0%Oils/EnergyABBVAbbVie$144,950$2,765 ▼-1.9%7340.0%MedicalACNAccenture$136,090$2,121 ▼-1.5%3850.0%Computer and TechnologyKOCoca-Cola$126,699$3,162 ▼-2.4%1,7630.0%Consumer StaplesAMATApplied Materials$120,8300.0%5980.0%Computer and TechnologyXOMExxon Mobil$110,890$80,882 ▼-42.2%9460.0%Oils/EnergyNSCNorfolk Southern$101,388$58,895 ▼-36.7%4080.0%TransportationPEPPepsiCo$87,916$1,530 ▼-1.7%5170.0%Consumer StaplesABTAbbott Laboratories$83,683$798 ▼-0.9%7340.0%MedicalVZVerizon Communications$50,146$50,146 ▲New Holding1,1170.0%Computer and TechnologyMAMastercard$49,380$5,432 ▼-9.9%1000.0%Business ServicesLLYEli Lilly and Company$41,665$4,432 ▼-9.6%470.0%MedicalUNHUnitedHealth Group$29,234$4,093 ▼-12.3%500.0%MedicalGEGeneral Electric$27,344$27,344 ▲New Holding1450.0%TransportationNVDANVIDIA$23,075$27,933 ▼-54.8%1900.0%Computer and TechnologyCSCOCisco Systems$10,271$10,271 ▲New Holding1930.0%Computer and TechnologyTSLATesla$5,233$5,233 ▲New Holding200.0%Auto/Tires/TrucksAVGOBroadcom$5,193$4,328 ▲500.0%300.0%Computer and TechnologyORCLOracle$2,563$2,563 ▲New Holding150.0%Computer and TechnologyVVisa$0$1,837 ▼-100.0%00.0%Business ServicesAPHAmphenol$0$1,347 ▼-100.0%00.0%Computer and TechnologyAMGNAmgen$0$1,250 ▼-100.0%00.0%MedicalHDHome Depot$0$1,033 ▼-100.0%00.0%Retail/WholesaleETNEaton$0$941 ▼-100.0%00.0%Industrial ProductsADPAutomatic Data Processing$0$716 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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