O'Brien Wealth Partners LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The second quarter of 2023 has seen some interesting changes in the holdings of O'Brien Wealth Partners LLC. As we analyze the Q2 2023 vs. Q3 2023 13F holdings comparison, it's evident that there have been shifts in the shares and values of various stocks.

One notable change is in the holdings of the "ISHARES TR" stock, with the option type symbol ITOT. In Q2 2023, O'Brien Wealth Partners LLC held 994,178 shares of this stock, with a value of $97,270,000. However, in Q3 2023, the number of shares held decreased to 991,294, with a value of $93,369,000. This represents a decrease of 4% in shares held.

DBX ETF TR, with the symbol DBEF, also experienced a change in holdings. In Q2 2023, the fund held 1,157,936 shares of DBEF, with a value of $40,956,000. In Q3 2023, the number of shares held increased to 1,205,815, with a value of $42,082,000. This reflects a 2.8% increase in shares held.

Moving on to the PACER FDS TR stock, with the symbol COWZ, O'Brien Wealth Partners LLC had 758,208 shares valued at $36,295,000 in Q2 2023. In Q3 2023, the number of shares held decreased slightly to 756,611, with a value of $37,399,000. This shows a 3% decrease in shares held.

Another notable change is in the Vanguard Index FDS stock, with the symbol VTI. In Q2 2023, O'Brien Wealth Partners LLC held 180,323 shares valued at $39,721,000. However, in Q3 2023, the number of shares held decreased to 175,656, with a value of $37,311,000. This represents a 6.1% decrease in shares held.

There have been significant shifts in the holdings of the SPDR Ser TR stock, with the symbol SPTI, as well. In Q2 2023, O'Brien Wealth Partners LLC held 804,000 shares valued at $22,745,000. However, in Q3 2023, the number of shares held increased drastically to 1,146,596, with a value of $31,565,000. This represents a significant increase of 38.8% in shares held.

Similarly, the number of shares held for the SPDR Ser TR stock with the symbol SPTL increased from 529,495 in Q2 2023 to 893,258 in Q3 2023. Additionally, the value of these shares increased from $15,831,000 to $23,358,000. This represents a significant increase of 47.5% in shares held.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison for O'Brien Wealth Partners LLC reveals both positive and negative changes in the holdings of various stocks. It's interesting to note the fluctuations in shares held and their corresponding values. These changes reflect the dynamic nature of the market and the strategic decisions made by O'Brien Wealth Partners LLC in managing their portfolio.

Please note that this analysis is based on the provided data and does not constitute financial advice. The information provided is for informational purposes only.