O'Brien Wealth Partners LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$510M
Signature - Title
Richard A. Davies - COO & CCO, Principal
Location
Waltham, MA
Summary
This page shows a list of all the recent 13F filings made by O'Brien Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. O'Brien Wealth Partners LLC reported 66 stock holdings with total value $510M as of Q3 2024. Top holdings included ITOT, SPLG, DBEF, USMC, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 66 $510M +$66.7M -$25.3M +$41.4M ITOT, SPLG, DBEF, USMC, COWZ 13F-HR 10/23/2024, 05:12 PM
Q2 2024 62 $445M +$75.2M -$68M +$7.2M SPLG, ITOT, DBEF, COWZ, SPTI 13F-HR 7/22/2024, 11:57 AM
Q1 2024 66 $432M +$32.1M -$9.57M +$22.5M ITOT, DBEF, COWZ, VTI, SPTI 13F-HR 4/18/2024, 12:10 PM
Q4 2023 62 $383M +$15.2M -$13.1M +$2.06M ITOT, DBEF, VTI, COWZ, SPTI 13F-HR 1/25/2024, 12:02 PM
Q3 2023 56 $349M +$33.3M -$12.4M +$20.9M ITOT, DBEF, COWZ, VTI, SPTI 13F-HR 10/24/2023, 02:07 PM
Q2 2023 57 $340M +$7.55M -$1.48M +$6.07M ITOT, DBEF, VTI, COWZ, SPTI 13F-HR 8/7/2023, 11:06 AM
Q1 2023 56 $317M +$55.3M -$9.47M +$45.8M ITOT, DBEF, VTI, COWZ, SPTI 13F-HR 5/8/2023, 02:14 PM
Q4 2022 57 $252M +$19.8M -$13.2M +$6.61M ITOT, DBEF, VTI, SPTI, SPTL 13F-HR 2/10/2023, 05:10 PM
Q3 2022 57 $238M +$14.5M -$4.92M +$9.53M ITOT, VTI, DBEF, SPTL, SPTI 13F-HR 11/14/2022, 10:06 AM
Q2 2022 64 $239M +$55.8M -$59.9M -$4.09M ITOT, VTI, DBEF, SPTL, SPTI 13F-HR 7/22/2022, 10:05 AM
Q1 2022 54 $251M +$2.64M -$4.11M -$1.47M ITOT, EFAV, VTI, SPTL, SPTI 13F-HR 5/10/2022, 05:05 PM
Q4 2021 55 $287M +$7.63M -$6.2M +$1.43M ITOT, EFAV, VTI, SPTL, SPTI 13F-HR 2/9/2022, 01:24 PM
Q3 2021 46 $286M +$5.01M -$17M -$12M ITOT, EFAV, VTI, SPTI, SPTL 13F-HR 10/7/2021, 12:37 PM
Q2 2021 45 $302M +$22.6M -$38.2M -$15.6M ITOT, EFAV, VTI, SPTI, IWV 13F-HR 7/12/2021, 04:03 PM
Q1 2021 43 $302M +$16.8M -$5.06M +$11.7M ITOT, EFAV, VTI, ACWI, IWV 13F-HR 4/13/2021, 03:40 PM
Q4 2020 39 $277M +$6.49M -$4.24M +$2.25M ITOT, EFAV, VTI, ACWI, IWV 13F-HR 1/11/2021, 04:04 PM
Q3 2020 36 $245M +$6.22M -$20.5M -$14.3M ITOT, EFAV, VTI, ACWI, IWF 13F-HR 10/9/2020, 03:24 PM
Q2 2020 30 $240M +$33M -$9.8M +$23.2M ITOT, VTI, EFAV, ACWI, IWV 13F-HR 7/10/2020, 05:07 PM
Q1 2020 29 $178M +$77.5M -$10.6M +$66.9M ITOT, EFAV, VTI, ACWI, IWV 13F-HR 4/3/2020, 01:13 PM
Q4 2019 44 $140M +$9.84M -$5.14M +$4.71M EFAV, VTI, IWV, IWF, ELD 13F-HR 1/7/2020, 03:52 PM
Q3 2019 36 $127M +$2.55M -$11M -$8.45M EFAV, VTI, IWV, IWF, SMMD 13F-HR 10/4/2019, 03:38 PM
Q2 2019 38 $137M +$3.08M -$13.2M -$10.2M EFAV, VTI, IWV, IWF, VEA 13F-HR 7/8/2019, 02:41 PM
Q1 2019 38 $141M +$10.5M -$25.2M -$14.7M EFAV, VTI, IWV, IWF, VEA 13F-HR 4/5/2019, 01:50 PM
Q4 2018 42 $146M +$28.5M -$22.9M +$5.58M EFAV, VTI, IWV, VEA, IWF 13F-HR 1/17/2019, 01:25 PM
Q3 2018 216 $154M +$40.3M -$27.3M +$13M EFAV, VTI, IWV, IWF, VBR 13F-HR 10/9/2018, 09:39 AM
Q2 2018 90 $134M +$969K -$15.5M -$14.5M VTI, EFAV, IWV, VO, IWF 13F-HR 7/11/2018, 05:10 PM
Q1 2018 182 $145M +$5.29M -$17.3M -$12M VTI, EFAV, IWV, VO, IWF 13F-HR 4/11/2018, 03:52 PM
Q4 2017 31 $158M +$911K -$42.8M -$41.9M VTI, EFAV, IWV, VO, IWF Restatement 1/10/2018, 09:17 AM
Q3 2017 32 $192M +$1.69M -$4.8M -$3.11M VTI, BND, EFAV, IWV, VO 13F-HR 10/12/2017, 11:01 AM
Q2 2017 33 $189M +$10.9M -$6.43M +$4.51M VTI, BND, EFAV, IWV, VO 13F-HR 7/6/2017, 04:38 PM
Q1 2017 31 $180M +$18.9M -$14.4M +$4.48M VTI, BND, IWV, EFAV, VO 13F-HR 5/25/2017, 09:47 AM
Q4 2016 31 $167M +$20.3M -$7.03M +$13.3M VTI, BND, IWV, VO, EFAV 13F-HR 1/11/2017, 10:18 AM
Q3 2016 31 $153M +$18.7M -$12.7M +$6.03M VTI, IWV, EFAV, VO, BND 13F-HR 11/14/2016, 10:03 AM
Q2 2016 31 $143M +$17.6M -$5.7M +$11.9M VTI, IWV, SDY, VO, EFAV 13F-HR 11/14/2016, 10:00 AM
Q1 2016 30 $129M +$39.1M -$15.4M +$23.7M VTI, IWV, SDY, IWF, EFAV 13F-HR 11/14/2016, 09:57 AM
Q4 2015 28 $102M $0 $0 VTI, SDY, IWF, VOE, IWS 13F-HR 11/14/2016, 09:53 AM