O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 55
- +9 vs. Q3 2021
- Portfolio value
- $288.2M
- +$1.98M (+0.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 946,514 | $95.5M | 33.1% | −11,002−1.1% | Reduced | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 791,132 | $57.9M | 20.1% | +29,663+3.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 192,024 | $43.7M | 15.2% | −9,557−4.7% | Reduced | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 402,098 | $15.9M | 5.5% | +19,086+5.0% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 508,070 | $15.8M | 5.5% | +1,863+0.4% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 57,377 | $15.0M | 5.2% | −1,867−3.2% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 49,706 | $13.8M | 4.8% | −1,759−3.4% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 96,445 | $7.45M | 2.6% | +21,391+28.5% | Added | – |
| AAPLApple Inc. | Stock | 25,742 | $4.50M | 1.6% | −683−2.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 10,651 | $2.77M | 1.0% | +10+0.1% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,671 | $1.22M | 0.4% | −53−0.5% | Reduced | – |
| UPWKUpwork, Inc | COM | 39,314 | $1.09M | 0.4% | −5,225−11.7% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 8,926 | $906.0K | 0.3% | −6,156−40.8% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,014 | $836.0K | 0.3% | 00.0% | Unchanged | – |
| AMEAmetek Inc | COM | 4,731 | $641.0K | 0.2% | +4+0.1% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,073 | $597.0K | 0.2% | −75−3.5% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 2,642 | $582.0K | 0.2% | −98−3.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 207 | $577.0K | 0.2% | −10−4.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 178 | $575.0K | 0.2% | +92+107.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,885 | $574.0K | 0.2% | −673−26.3% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 2,069 | $559.0K | 0.2% | −194−8.6% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 7,024 | $538.0K | 0.2% | +2,685+61.9% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,967 | $463.0K | 0.2% | +5,967 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,759 | $440.0K | 0.2% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 2,542 | $436.0K | 0.2% | −388−13.2% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 961 | $435.0K | 0.2% | +275+40.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,987 | $426.0K | 0.1% | +3,987 | New | – |
| PGProcter & Gamble Co | Stock | 2,089 | $334.0K | 0.1% | −364−14.8% | Reduced | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,665 | $309.0K | 0.1% | +1,131+32.0% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,870 | $294.0K | 0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,783 | $286.0K | 0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 95 | $264.0K | 0.1% | −132−58.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 1,708 | $245.0K | 0.1% | +1,708 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 515 | $232.0K | 0.1% | +515 | New | History |
| XOMExxonMobil Holdings Corp | COM | 2,869 | $230.0K | 0.1% | −154−5.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,570 | $215.0K | 0.1% | +1+0.1% | Added | History |
| AMATApplied Materials Inc | Stock | 1,524 | $211.0K | 0.1% | +26+1.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 646 | $208.0K | 0.1% | +8+1.3% | Added | History |
| CATCCambridge Bancorp | COM | 2,289 | $206.0K | 0.1% | +2,289 | New | History |
| PAYXPaychex Inc | Stock | 1,644 | $199.0K | 0.1% | −3−0.2% | Reduced | History |
| CVXChevron Corp | Stock | 1,346 | $184.0K | 0.1% | +46+3.5% | Added | History |
| KOCoca Cola Co | Stock | 2,895 | $179.0K | 0.1% | +2,895 | New | History |
| ABTAbbott Laboratories | Stock | 1,365 | $176.0K | 0.1% | +1,365 | New | History |
| ESEversource Energy | Stock | 1,979 | $174.0K | 0.1% | +1,979 | New | History |
| MRKMerck & Co., Inc. | Stock | 2,172 | $167.0K | 0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 451 | $156.0K | 0.1% | +4+0.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 904 | $141.0K | <0.1% | −76−7.8% | Reduced | History |
| MAMastercard Inc | Stock | 374 | $140.0K | <0.1% | +18+5.1% | Added | History |
| PFEPfizer Inc | Stock | 2,545 | $132.0K | <0.1% | +571+28.9% | Added | History |
| INTCIntel Corp | Stock | 2,018 | $98.0K | <0.1% | −82−3.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 555 | $95.0K | <0.1% | +555 | New | History |
| UNHUnitedHealth Group Inc | Stock | 86 | $42.0K | <0.1% | +64+290.9% | Added | History |
| TSLATesla, Inc. | Stock | 30 | $28.0K | <0.1% | −10−25.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 55 | $14.0K | <0.1% | +55 | New | History |
| HDHome Depot, Inc. | Stock | 27 | $10.0K | <0.1% | +1+3.8% | Added | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 2,126 | $217.0K | 0.1% | – |