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  Name: OBrien Wealth Partners LLC
  City: BOSTON
  State: MA
  Zip: 02115
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $432,368,000
  Total Value Change : $49,340,000
  Securities Held Change : 4
   
All Securities Held : 66
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 11
  Unchanged Positions : 8
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NEE)1 Year Chart         NEE NextEra Energy 69 Closed $80.02 $0 0 0% -249,000 -4,094 0    Electric Utilities
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 68 Closed $444.76 $0 0 0% -97,000 -162 0    Application Software
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 67 Closed $177.81 $0 0 0% -19,000 -76 0    Auto Manufacturers

      3 Records Found
  1    
Page 1 of 1
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