O'Brien Wealth Partners LLC Portfolio Holdings

O'Brien Wealth Partners LLC

  • $419 Million
  • Q2 2024

O'Brien Wealth Partners LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $419 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $68.2M, Ishares Core S&P Total U.S. St with a value of $57.9M, Xtrackers Msci Eafe Hedged Equ with a value of $48.4M, Pacer Fds Tr Us Cash Cows 100 with a value of $41.2M, and Spdr Ser Tr Spdr Portfolio Int with a value of $33.8M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $408M to 419M.

Below you can find more details about O'Brien Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $419 Million
ETFs: $400 Million
Technology: $9.43 Million
Consumer Cyclical: $2.95 Million
Healthcare: $2.57 Million
Communication Services: $1.69 Million
Industrials: $1.21 Million
Financial Services: $523,000
Consumer Defensive: $421,000
Other: $355,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $419 Million
  • Prior Value $408 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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