HoldingsChannel.com
O Brien Wealth Partners LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (EFAV) 690,780 +137,957 $49,736
     EFAV690,780+137,957$49,736
VANGUARD INDEX FDS (VTI) 221,078 -30,443 $31,992
     VTI221,078-30,443$31,992
ISHARES TR (IWV) 93,917 -872 $15,656
     IWV93,917-872$15,656
ISHARES TR (IWF) 84,743 -248 $12,827
     IWF84,743-248$12,827
VANGUARD TAX MANAGED INTL FD (VEA) 124,987 -241,702 $5,108
     VEA124,987-241,702$5,108
ISHARES TR (SMMD) 81,091 -5,786 $3,576
     SMMD81,091-5,786$3,576
VANGUARD INDEX FDS (VBR) 24,609 -1,068 $3,168
     VBR24,609-1,068$3,168
ISHARES TR (SCZ) 51,067 -124,588 $2,933
     SCZ51,067-124,588$2,933
MCDONALDS CORP 10,616 +1 $2,016
     MCD10,616+1$2,016
SPDR SERIES TRUST (SDY) 14,296 +188 $1,421
     SDY14,296+188$1,421
ISHARES TR (IWN) 10,916 -1,496 $1,309
     IWN10,916-1,496$1,309
APPLE INC 6,837 +5 $1,299
     AAPL6,837+5$1,299
ISHARES TR (USMV) 17,089 +25 $1,005
     USMV17,089+25$1,005
ISHARES TR (EFA) 15,407 -1,001 $999
     EFA15,407-1,001$999
ISHARES TR (ITOT) 9,479 -1,620 $610
     ITOT9,479-1,620$610
SPDR S&P 500 ETF TR (SPY) 2,025 +64 $572
     SPY2,025+64$572
JOHNSON & JOHNSON 4,023 +81 $562
     JNJ4,023+81$562
ISHARES TR (IWB) 3,556 UNCH $559
     IWB3,556UNCH$559
AMETEK INC NEW 6,256 UNCH $519
     AME6,256UNCH$519
VANGUARD INDEX FDS (VO) 3,156 -135 $507
     VO3,156-135$507
EXXON MOBIL CORP 5,149 +198 $416
     XOM5,149+198$416
ISHARES TR (IEFA) 6,310 -494 $383
     IEFA6,310-494$383
ISHARES INC (EEMV) 5,927 +197 $351
     EEMV5,927+197$351
ISHARES TR (AGG) 2,854 UNCH $311
     AGG2,854UNCH$311
ISHARES TR (IWS) 3,497 -1 $304
     IWS3,497-1$304
AQUA AMERICA INC 8,136 UNCH $296
     WTR8,136UNCH$296
MERCK & CO INC 3,281 +133 $273
     MRK3,281+133$273
PROCTER AND GAMBLE CO 2,605 -194 $271
     PG2,605-194$271
ISHARES TR (IVV) 942 -983 $268
     IVV942-983$268
CAMBRIDGE BANCORP 3,204 UNCH $265
     CATC3,204UNCH$265
VANGUARD INTL EQUITY INDEX F (VPL) 4,023 -21,479 $265
     VPL4,023-21,479$265
VANGUARD INTL EQUITY INDEX F (VWO) 6,121 -166 $260
     VWO6,121-166$260
PFIZER INC 6,018 -3,221 $256
     PFE6,018-3,221$256
INTERNATIONAL BUSINESS MACHS 1,729 +9 $244
     IBM1,729+9$244
PAYCHEX INC 2,955 +2,955 $237
     PAYX2,955+2,955$237
VANGUARD INDEX FDS (VOE) 2,191 UNCH $236
     VOE2,191UNCH$236
VANGUARD INTL EQUITY INDEX F (VT) 3,162 UNCH $231
     VT3,162UNCH$231

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 03/31/2019: $141,463
At 12/31/2018: $146,090

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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