O'Brien Wealth Partners LLC has disclosed 66 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $510.00 Mil. The turnover rate is 13%.
In O'Brien Wealth Partners LLC's current portfolio as of 2024-09-30, the top 5 holdings are
iShares Core S&P Total U.S. Stock Market ETF (ITOT), SPDR Portfolio S&P 500 ETF (SPLG), Xtrackers MSCI EAFE Hedged Equity ETF (DBEF), Principal U.S. Mega-Cap ETF (USMC), Pacer US Cash Cows 100 ETF (COWZ), not including call and put options.
O'Brien Wealth Partners LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for O'Brien Wealth Partners LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for O'Brien Wealth Partners LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for O'Brien Wealth Partners LLC.