O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 13, 2021. Long positions only.
- Positions
- 42
- No 13F data for Q4 2020
- Portfolio value
- $301.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 937,647 | $88.5M | 29.3% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 728,769 | $54.0M | 17.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 218,278 | $46.5M | 15.4% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 422,933 | $41.4M | 13.7% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 61,428 | $15.0M | 5.0% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 54,829 | $14.0M | 4.6% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 347,119 | $11.2M | 3.7% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 63,037 | $4.90M | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 30,627 | $3.99M | 1.3% | – | – | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 73,462 | $2.91M | 1.0% | – | – | – |
| MCDMcDonalds Corp | Stock | 10,805 | $2.49M | 0.8% | – | – | History |
| UPWKUpwork, Inc | COM | 44,539 | $2.17M | 0.7% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,860 | $1.41M | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,985 | $1.27M | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,721 | $1.20M | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,435 | $995.0K | 0.3% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,211 | $710.0K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,218 | $694.0K | 0.2% | – | – | History |
| AMEAmetek Inc | COM | 4,801 | $626.0K | 0.2% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 2,276 | $609.0K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 184 | $606.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 3,673 | $598.0K | 0.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,183 | $590.0K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 229 | $515.0K | 0.2% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 2,016 | $465.0K | 0.2% | – | – | – |
| WTRGEssential Utilities, Inc. | COM | 8,136 | $369.0K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,153 | $334.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,389 | $328.0K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,216 | $328.0K | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,327 | $322.0K | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,870 | $302.0K | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 686 | $281.0K | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,891 | $256.0K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,783 | $250.0K | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 110 | $250.0K | 0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 1,794 | $250.0K | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 641 | $242.0K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 3,441 | $230.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 2,170 | $224.0K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,798 | $211.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 925 | $210.0K | 0.1% | – | – | – |
| ESEversource Energy | Stock | 2,402 | $209.0K | 0.1% | – | – | History |