investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
O'Brien Wealth Partners LLC

Legal Name: O'BRIEN WEALTH PARTNERS LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 8, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES TR MIN VOL EAFE ETF (46429B689) 606,289 $44,417k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 204,915 $31,260k
ISHARES RUS (464287689) 91,675 $16,083k
ISHARES TR RUS 1000 GRW ETF (464287614) 83,875 $13,514k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 86,519 $3,630k
ISHARES TR (46435G268) 74,428 $3,404k
ISHARES (464288273) 45,993 $2,669k
VANGUARD INDEX FDS SM CP VAL ETF (922908611) 19,979 $2,636k
MCDONALDS CORP (580135101) 10,617 $2,243k
NORFOLK SOUTHERN (655844108) 9,405 $1,890k
Apple Inc (037833100) 7,890 $1,611k
SPDR S&P DIVIDEND (78464A763) 13,854 $1,416k
ISHARES (464287630) 10,724 $1,304k
ISHARES TR (46429B697) 18,674 $1,176k
ISHARES (464287465) 15,455 $1,023k
ISHARES TR CORE S&P TTL STK (464287150) 8,995 $609k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 2,033 $607k
ISHARES TR RUS 1000 ETF (464287622) 3,556 $590k
AMETEK INC (031100100) 6,256 $570k
JOHNSON & JOHNSON (478160104) 4,000 $562k
VANGUARD INDEX FDS MID CAP ETF (922908629) 2,973 $505k
ISHARES TR CORE S&P500 ETF (464287200) 1,550 $465k
ISHARES TR CORE HIGH DV ETF (46429B663) 4,287 $410k
Exxon Mobil Corp (30231G102) 5,193 $395k
AQUA AMERICA INC (03836W103) 8,136 $339k
ISHARES TR CORE US AGGBD ET (464287226) 2,854 $317k
ISHARES TR RUS MDCP VAL ETF (464287473) 3,497 $316k
PROCTER & GAMBLE CO (742718109) 2,633 $298k
MERCK & CO INC (58933Y105) 3,148 $269k
CAMBRIDGE BANCORP (132152109) 3,204 $261k
INTL BUSINESS MCHN (459200101) 1,823 $258k
ISHARES INC (464286533) 4,323 $254k
MICROSOFT CORP (594918104) 1,846 $253k
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742) 3,170 $241k
SELECT SECTOR SPDR (81369Y803) 3,000 $240k
PFIZER INC (717081103) 5,369 $236k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 5,358 $229k
PAYCHEX INC (704326107) 2,455 $209k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.