O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 57
- 0 vs. Q3 2022
- Portfolio value
- $251.8M
- +$14.2M (+6.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 992,821 | $84.2M | 33.4% | +24,960+2.6% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,162,663 | $37.5M | 14.9% | +153,199+15.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 186,320 | $35.6M | 14.1% | −2,370−1.3% | Reduced | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 773,779 | $21.9M | 8.7% | +332,066+75.2% | Added | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 469,836 | $13.6M | 5.4% | +21,306+4.8% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 56,233 | $12.4M | 4.9% | −1,252−2.2% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 54,778 | $11.7M | 4.7% | +427+0.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 103,734 | $10.1M | 4.0% | −77−0.1% | Reduced | – |
| LFSTLifeStance Health Group, Inc. | COM | 870,558 | $4.30M | 1.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 24,344 | $3.16M | 1.3% | −1,465−5.7% | Reduced | History |
| MCDMcDonalds Corp | Stock | 11,251 | $2.96M | 1.2% | +566+5.3% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,550 | $1.07M | 0.4% | −464−5.1% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,014 | $794.1K | 0.3% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 2,520 | $604.3K | 0.2% | +667+36.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 2,152 | $530.3K | 0.2% | +605+39.1% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 10,376 | $510.4K | 0.2% | −3,740−26.5% | Reduced | – |
| AMEAmetek Inc | COM | 3,619 | $505.6K | 0.2% | −1,111−23.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 2,735 | $483.2K | 0.2% | −300−9.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,241 | $474.6K | 0.2% | +444+55.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,710 | $446.5K | 0.2% | +432+13.2% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,089 | $445.1K | 0.2% | −136−6.1% | Reduced | – |
| UPWKUpwork, Inc | COM | 39,314 | $410.4K | 0.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 2,615 | $396.3K | 0.2% | +867+49.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 2,413 | $395.8K | 0.2% | +17+0.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,021 | $392.3K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,759 | $370.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,121 | $349.3K | 0.1% | −9,590−69.9% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,019 | $338.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,009 | $335.8K | 0.1% | −56,625−93.4% | Reduced | – |
| BDXBecton Dickinson & Co | Stock | 1,296 | $329.6K | 0.1% | +9+0.7% | Added | History |
| NEENextera Energy Inc | Stock | 3,710 | $310.2K | 0.1% | +3,710 | New | History |
| KOCoca Cola Co | Stock | 4,571 | $290.8K | 0.1% | +4,571 | New | History |
| ABBVAbbVie Inc. | Stock | 1,728 | $279.3K | 0.1% | +1,728 | New | History |
| MRKMerck & Co., Inc. | Stock | 2,268 | $251.6K | 0.1% | +36+1.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,844 | $250.9K | 0.1% | −1,026−26.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 1,384 | $250.0K | 0.1% | +772+126.1% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,774 | $248.1K | 0.1% | −39,128−91.2% | Reduced | – |
| CVXChevron Corp | Stock | 1,356 | $243.4K | 0.1% | −249−15.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 759 | $234.5K | 0.1% | −61−7.4% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,659 | $233.8K | 0.1% | −2−0.1% | Reduced | History |
| HAEHaemonetics Corp | COM | 2,905 | $228.5K | 0.1% | −837−22.4% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,783 | $221.9K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,006 | $221.3K | 0.1% | −895−30.9% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,541 | $215.7K | 0.1% | −2,966−53.9% | Reduced | – |
| PAYXPaychex Inc | Stock | 1,541 | $178.1K | 0.1% | +1,541 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 727 | $173.7K | 0.1% | +727 | New | History |
| ESEversource Energy | Stock | 1,994 | $167.2K | 0.1% | −10−0.5% | Reduced | History |
| ETNEaton Corp plc | Stock | 979 | $153.7K | 0.1% | +979 | New | History |
| LOWLowes Companies Inc | Stock | 727 | $144.8K | 0.1% | +727 | New | History |
| AMZNAmazon Com Inc | Stock | 1,690 | $142.0K | 0.1% | −2,768−62.1% | Reduced | History |
| MAMastercard Inc | Stock | 406 | $141.2K | 0.1% | −56−12.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,478 | $131.1K | 0.1% | −745−33.5% | Reduced | History |
| PFEPfizer Inc | Stock | 2,443 | $125.2K | <0.1% | −452−15.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 906 | $121.5K | <0.1% | −273−23.2% | Reduced | History |
| ACNAccenture plc | Stock | 438 | $116.9K | <0.1% | +438 | New | History |
| HDHome Depot, Inc. | Stock | 333 | $105.2K | <0.1% | +280+528.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 105 | $55.7K | <0.1% | −138−56.8% | Reduced | History |
Sold out since Q3 2022 (8)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| iShares Inc46434G863 | ESG AWR MSCI EM | 25,604 | $708.0K | 0.3% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,771 | $458.0K | 0.2% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18,189 | $407.0K | 0.2% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,158 | $315.0K | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,948 | $277.0K | 0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,652 | $242.0K | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 836 | $223.0K | 0.1% | – |
| TSLATesla, Inc. | Stock | 145 | $38.0K | <0.1% | History |