O'Brien Wealth Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OW O'Brien Wealth Partners LLC | Institutional Filer | ▲ 2.42% | $756.2M | 110 |
Current Portfolio Holdings
Showing all 110 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 448K | $66.6M | 8.80% |
| 2 | SPYM | SPDR SERIES TRUST | — | 812K | $65.2M | 8.62% |
| 3 | USMC | PRINCIPAL EXCHANGE TRADED FD | — | 894K | $61.2M | 8.09% |
| 4 | DBEF | DBX ETF TR | — | 1.2M | $57.7M | 7.63% |
| 5 | HDEF | DBX ETF TR | — | 1.8M | $55.1M | 7.29% |
| 6 | COWZ | PACER FDS TR | — | 832K | $50.0M | 6.62% |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | — | 966K | $49.3M | 6.52% |
| 8 | VTI | VANGUARD INDEX FDS | — | 131K | $43.9M | 5.80% |
| 9 | SPTI | SPDR SERIES TRUST | — | 1.5M | $41.8M | 5.53% |
| 10 | XCEM | COLUMBIA ETF TR II | — | 731K | $28.0M | 3.71% |
| 11 | SPTL | SPDR SERIES TRUST | — | 928K | $24.6M | 3.25% |
| 12 | CVLC | MORGAN STANLEY ETF TRUST | — | 278K | $23.4M | 3.10% |
| 13 | VUG | VANGUARD INDEX FDS | — | 46K | $22.2M | 2.94% |
| 14 | IWV | ISHARES TR | — | 50K | $19.5M | 2.58% |
| 15 | IWF | ISHARES TR | — | 37K | $17.6M | 2.33% |
Showing 1 to 15 of 110 holdings