News + Filings Holdings
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O'Brien Wealth Partners LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| ISI | Common | 994,178 | 20,537 | 97,270,391,000 | 9,107,201,000 | 28.63 | |
Hist
| 06/30/2023 |
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Pacer Funds Trust
| COWZ | Common | 758,208 | 34,257 | 36,295,441,000 | 2,305,929,000 | 10.68 | |
Hist
| 06/30/2023 |
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Nushares ETF Trust
| NULV | Common | 196,570 | 17,531 | 6,811,151,000 | 711,292,000 | 2.00 | |
Hist
| 06/30/2023 |
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DBX ETF TRUST
| DBEF | Common | 1,157,936 | 10,184 | 40,956,195,000 | 555,326,000 | 12.06 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 2,870 | 685 | 812,172,000 | 267,063,000 | 0.24 | |
Hist
| 06/30/2023 |
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State Street Global Advisors Ltd.
| TLO | Common | 529,495 | 24,985 | 15,831,892,000 | 252,635,000 | 4.66 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ITE | Common | 804,000 | 26,247 | 22,745,169,000 | 237,008,000 | 6.69 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,174 | 732 | 233,142,000 | 75,012,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ACWI | Common Stock | 2,447 | 152 | 234,765,000 | 25,553,000 | 0.07 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 2,056 | 9 | 340,251,000 | 23,035,000 | 0.10 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 818 | 47 | 118,942,000 | 18,431,000 | 0.04 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 1,998 | 3 | 303,162,000 | 6,523,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 2,912 | 1 | 175,367,000 | -5,202,000 | 0.05 | |
Hist
| 06/30/2023 |
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