O'Brien Wealth Partners LLC
CIK 1689874 · Holdings on Dec 31, 2024 · First reported Jan 28, 2025
Top ten holdings
Q4 2024- ITOT10.91%
- SPYM10.69%
- USMC10.43%
- DBEF9.17%
- COWZ8.33%
- VTI7.16%
- SPTI7.06%
- SPTL4.33%
- XCEM3.85%
- CVLC3.70%
Share classes counted separately75.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- USMCWeight increased · +1.14 pp9.29% → 10.43%Shares +132.83K (+15.99%)
- AAPLWeight increased · +1.09 pp1.66% → 2.75%Shares +24.65K (+67.73%)
- ITOTWeight decreased · -0.73 pp11.64% → 10.91%Shares -1.49K (-0.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $60.57M | 10.91% | 470.91K shares | 11.64% → 10.91%-0.73 pp -1.49K (-0.31%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $59.31M | 10.69% | 860.34K shares | 10.00% → 10.69%+0.69 pp +105.18K (+13.93%) | Added | ↗▾ |
| 03 | USMCPRINCIPAL US MEGA-CAP ETFUS MEGA CP ETF View history and evidence | $57.85M | 10.43% | 963.76K shares | 9.29% → 10.43%+1.14 pp +132.83K (+15.99%) | Added | ↗▾ |
| 04 | DBEFXTRACKERS MSCI EAFE HEDGED EXTRACK MSCI EAFE View history and evidence | $50.88M | 9.17% | 1.23M shares | 9.77% → 9.17%-0.60 pp +43.19K (+3.64%) | Added | ↗▾ |
| 05 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $46.20M | 8.33% | 818.02K shares | 8.82% → 8.33%-0.49 pp +40.09K (+5.15%) | Added | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $39.71M | 7.16% | 137.03K shares | 6.76% → 7.16%+0.40 pp +15.33K (+12.59%) | Added | ↗▾ |
| 07 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $39.15M | 7.06% | 1.40M shares | 7.17% → 7.06%-0.11 pp +146.42K (+11.64%) | Added | ↗▾ |
| 08 | SPTLSS SPDR PF LNG TRM TSY E-USDPORTFOLIO LN TSR View history and evidence | $24.02M | 4.33% | 917.13K shares | 4.49% → 4.33%-0.16 pp +128.80K (+16.34%) | Added | ↗▾ |
| 09 | XCEMCOLUMBIA EM CORE EX-CHINAEM CORE EX ETF View history and evidence | $21.36M | 3.85% | 721.76K shares | 4.20% → 3.85%-0.35 pp +65.69K (+10.01%) | Added | ↗▾ |
| 10 | CVLCCALVERT US L-C CR RESP INDEXCALVERT US LARCP View history and evidence | $20.52M | 3.70% | 279.74K shares | 3.68% → 3.70%+0.02 pp +17.95K (+6.86%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Non-derivative | -777 | -$379.42K | SEC filing ↗ | SEC filing ↗ |
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | -1,117 | -$50.15K | SEC filing ↗ | SEC filing ↗ |
| GE GENERAL ELECTRIC | Non-derivative | -145 | -$27.34K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1689874 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 554937446
}Research all 67 reported holdings.
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