HoldingsChannel.com
O Brien Wealth Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (EFAV) 606,289 -84,491 $44,417
     EFAV606,289-84,491$44,417
VANGUARD INDEX FDS (VTI) 204,915 -16,163 $31,260
     VTI204,915-16,163$31,260
ISHARES TR (IWV) 91,675 -2,242 $16,083
     IWV91,675-2,242$16,083
ISHARES TR (IWF) 83,875 -868 $13,514
     IWF83,875-868$13,514
VANGUARD TAX MANAGED INTL FD (VEA) 86,519 -38,468 $3,630
     VEA86,519-38,468$3,630
ISHARES TR (SMMD) 74,428 -6,663 $3,404
     SMMD74,428-6,663$3,404
ISHARES TR (SCZ) 45,993 -5,074 $2,669
     SCZ45,993-5,074$2,669
VANGUARD INDEX FDS (VBR) 19,979 -4,630 $2,636
     VBR19,979-4,630$2,636
MCDONALDS CORP 10,617 +1 $2,243
     MCD10,617+1$2,243
NORFOLK SOUTHERN CORP 9,405 +9,405 $1,890
     NSC9,405+9,405$1,890
APPLE INC 7,890 +1,053 $1,611
     AAPL7,890+1,053$1,611
SPDR SERIES TRUST (SDY) 13,854 -442 $1,416
     SDY13,854-442$1,416
ISHARES TR (IWN) 10,724 -192 $1,304
     IWN10,724-192$1,304
ISHARES TR (USMV) 18,674 +1,585 $1,176
     USMV18,674+1,585$1,176
ISHARES TR (EFA) 15,455 +48 $1,023
     EFA15,455+48$1,023
ISHARES TR (ITOT) 8,995 -484 $609
     ITOT8,995-484$609
SPDR S&P 500 ETF TR (SPY) 2,033 +8 $607
     SPY2,033+8$607
ISHARES TR (IWB) 3,556 UNCH $590
     IWB3,556UNCH$590
AMETEK INC NEW 6,256 UNCH $570
     AME6,256UNCH$570
JOHNSON & JOHNSON 4,000 -23 $562
     JNJ4,000-23$562
VANGUARD INDEX FDS (VO) 2,973 -183 $505
     VO2,973-183$505
ISHARES TR (IVV) 1,550 +608 $465
     IVV1,550+608$465
ISHARES TR (HDV) 4,287 +4,287 $410
     HDV4,287+4,287$410
EXXON MOBIL CORP 5,193 +44 $395
     XOM5,193+44$395
AQUA AMERICA INC 8,136 UNCH $339
     WTR8,136UNCH$339
ISHARES TR (AGG) 2,854 UNCH $317
     AGG2,854UNCH$317
ISHARES TR (IWS) 3,497 UNCH $316
     IWS3,497UNCH$316
PROCTER AND GAMBLE CO 2,633 +28 $298
     PG2,633+28$298
MERCK & CO INC 3,148 -133 $269
     MRK3,148-133$269
CAMBRIDGE BANCORP 3,204 UNCH $261
     CATC3,204UNCH$261
INTERNATIONAL BUSINESS MACHS 1,823 +94 $258
     IBM1,823+94$258
ISHARES INC (EEMV) 4,323 -1,604 $254
     EEMV4,323-1,604$254
MICROSOFT CORP 1,846 +1,846 $253
     MSFT1,846+1,846$253
VANGUARD INTL EQUITY INDEX F (VT) 3,170 +8 $241
     VT3,170+8$241
SELECT SECTOR SPDR TR (XLK) 3,000 UNCH $240
     XLK3,000UNCH$240
PFIZER INC 5,369 -649 $236
     PFE5,369-649$236
VANGUARD INTL EQUITY INDEX F (VWO) 5,358 -763 $229
     VWO5,358-763$229

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 06/30/2019: $136,709
At 03/31/2019: $141,463

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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