HoldingsChannel.com
O Brien Wealth Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (EFAV) 620,255 +13,966 $45,452
     EFAV620,255+13,966$45,452
VANGUARD INDEX FDS (VTI) 188,985 -15,930 $28,537
     VTI188,985-15,930$28,537
ISHARES TR (IWV) 85,622 -6,053 $14,879
     IWV85,622-6,053$14,879
ISHARES TR (IWF) 69,907 -13,968 $11,159
     IWF69,907-13,968$11,159
ISHARES TR (SMMD) 73,565 -863 $3,276
     SMMD73,565-863$3,276
MCDONALDS CORP 10,618 +1 $2,280
     MCD10,618+1$2,280
VANGUARD INDEX FDS (VBR) 16,896 -3,083 $2,177
     VBR16,896-3,083$2,177
VANGUARD TAX MANAGED INTL FD (VEA) 50,847 -35,672 $2,089
     VEA50,847-35,672$2,089
ISHARES TR (SCZ) 36,486 -9,507 $2,088
     SCZ36,486-9,507$2,088
APPLE INC 7,950 +60 $1,781
     AAPL7,950+60$1,781
SPDR SERIES TRUST (SDY) 13,510 -344 $1,386
     SDY13,510-344$1,386
NORFOLK SOUTHERN CORP 7,050 -2,355 $1,267
     NSC7,050-2,355$1,267
ISHARES TR (IWN) 10,425 -299 $1,245
     IWN10,425-299$1,245
ISHARES TR (USMV) 18,674 UNCH $1,197
     USMV18,674UNCH$1,197
MICROSOFT CORP 4,421 +2,575 $615
     MSFT4,421+2,575$615
JOHNSON & JOHNSON 4,695 +695 $607
     JNJ4,695+695$607
SPDR S&P 500 ETF TR (SPY) 2,043 +10 $606
     SPY2,043+10$606
ISHARES TR (IWB) 3,556 UNCH $585
     IWB3,556UNCH$585
INTERNATIONAL BUSINESS MACHS 3,912 +2,089 $569
     IBM3,912+2,089$569
ISHARES TR (ITOT) 7,745 -1,250 $519
     ITOT7,745-1,250$519
ISHARES TR (EFA) 7,732 -7,723 $504
     EFA7,732-7,723$504
VANGUARD INDEX FDS (VO) 2,945 -28 $494
     VO2,945-28$494
AMETEK INC NEW 4,718 -1,538 $433
     AME4,718-1,538$433
AQUA AMERICA INC 8,136 UNCH $365
     WTR8,136UNCH$365
ISHARES TR (HDV) 3,644 -643 $343
     HDV3,644-643$343
PROCTER & GAMBLE CO 2,634 +1 $328
     PG2,634+1$328
EXXON MOBIL CORP 4,482 -711 $316
     XOM4,482-711$316
ISHARES TR (IWS) 3,497 UNCH $314
     IWS3,497UNCH$314
COCA COLA CO 5,332 +5,332 $290
     KO5,332+5,332$290
AMERICAN STS WTR CO 3,000 +3,000 $270
     AWR3,000+3,000$270
MERCK & CO INC 3,148 UNCH $265
     MRK3,148UNCH$265
SELECT SECTOR SPDR TR (XLK) 3,000 UNCH $242
     XLK3,000UNCH$242
CAMBRIDGE BANCORP 3,204 UNCH $240
     CATC3,204UNCH$240
ISHARES TR (IVV) 686 -864 $205
     IVV686-864$205
PAYCHEX INC 2,455 UNCH $203
     PAYX2,455UNCH$203

See Full List: All Stocks Held By O Brien Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By O Brien Wealth Partners LLC

Size ($ in 1000's)
At 09/30/2019: $127,327
At 06/30/2019: $136,709

O Brien Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from O Brien Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

O Brien Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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