O'Brien Wealth Partners LLC
Q1 2025 13F Holdings
- Locationwaltham, MA
- Num holdings
72
- Value ($000)
$537,063
- Date Filed04/28/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $57.72M | 11 % | 877,803 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $56.47M | 11 % | 462,849 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $52.67M | 10 % | 1,216,386 | ||
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $52.53M | 10 % | 925,108 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $45.01M | 8 % | 822,041 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $40.09M | 8 % | 1,402,556 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $37.05M | 7 % | 134,790 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $25.29M | 5 % | 927,735 | ||
CVLC MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 | $19.12M | 4 % | 277,410 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $16.46M | 3 % | 44,381 |
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