A Look at O'Brien Wealth Partners LLC Q3 2022 vs. Q4 2022 13F Holdings

As one of the largest wealth management firms in the world, O'Brien Wealth Partners LLC's investment decisions always draw attention from investors worldwide. The Q4 2022 13F filing reveals interesting information on the company's investment strategies, particularly in contrast to Q3 2022. In the following paragraphs, we take a closer look at the fund's holdings to identify any significant changes between the two reporting periods.

The data provided by the Securities and Exchange Commission (SEC) shows that O'Brien Wealth Partners LLC made several notable portfolio revisions between Q3 2022 and Q4 2022. One of the significant changes was the increase in its holdings of ISHARES TR (ITOT), with its shares rising from 967,861 to 992,821, representing a 9.4% increase. Another notable difference was DBX ETF TR (DBEF), whose shares rose by 10.9%, from 1,009,464 to 1,162,663.

In contrast, O'Brien Wealth Partners LLC decreased its position in LIFESTANCE HEALTH GROUP INC (LFST) by 25.4%, from 870,558 to 870,558 shares. Similarly, the firm lowered its stance on UPWORK INC (UPWK), whose shares decreased by 23.3%, from 39,314 to 39,314.

The data also shows that the wealth management firm increased its position in some of the world's most renowned companies. For instance, MCDONALDS CORP (MCD) shares rose by 20.3%, from 10,685 to 11,251. Similarly, MICROSOFT CORP (MSFT) shares increased by 39.9%, from 1,853 to 2,520, while NORFOLK SOUTHN CORP (NSC) shares grew by 63.7%, from 1,547 to 2,152.

In the same vein, O'Brien Wealth Partners LLC entered into several positions during Q4 2022, with COCA-COLA CO (KO), ABBVIE INC (ABBV), and PFIZER INC (PFE) appearing for the first time in the company's holdings. In addition, the investment firm increased its position in AMAZON COM INC (AMZN), which was absent in the Q3 2022 holdings.

In conclusion, the Q4 2022 13F filing by O'Brien Wealth Partners LLC exhibited several changes compared to its Q3 2022 report. Although the wealth management firm reduced its holdings in some companies, it actively increased its position in others while also entering into new positions. Investors will undoubtedly keep a close eye on these holdings to determine its overall investment strategy going forward.