O'Brien Wealth Partners LLC Portfolio Holdings by Sector
O'Brien Wealth Partners LLC
- $419 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG ITOT DBEF COWZ SPTI SPTL USMC IWF 21 stocks |
$367,315
87.59% of portfolio
|
  11  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$32,899
7.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,677
1.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2,710
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
LFST 1 stocks |
$1,749
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1,690
0.4% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV LLY AMGN 5 stocks |
$717
0.17% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$604
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI NVDA AVGO 3 stocks |
$595
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
UPWK PAYX ADP 3 stocks |
$593
0.14% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
AME ETN 2 stocks |
$480
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$408
0.1% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$355
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$269
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$243
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$220
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$205
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$201
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$141
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$138
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$76
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$49
0.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$29
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$1
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|