O'Brien Wealth Partners LLC
Q4 2024 13F Holdings
- Locationwaltham, MA
- Num holdings
67
- Value ($000)
$554,937
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001689874
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $60.57M | 11 % | 470,908 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $59.31M | 11 % | 860,342 | ||
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $57.85M | 10 % | 963,761 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $50.88M | 9 % | 1,229,100 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $46.20M | 8 % | 818,019 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $39.71M | 7 % | 137,028 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $39.15M | 7 % | 1,404,265 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $24.02M | 4 % | 917,131 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $21.36M | 4 % | 721,765 | ||
CVLC MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 | $20.52M | 4 % | 279,735 |
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