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| Name: |
OBrien Wealth Partners LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02115 |
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data |
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| Holdings
Found :
7 |
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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 |
|
USMC |
Principal Us Mega Cap Multi... |
7 |
New |
$0.00 |
$18,054,000 |
351,527 |
4.18% |
18,054,000 |
351,527 |
0.723 |
N/A |
|
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ELR |
streetTRACKS Series Trust -... |
19 |
New |
$62.19 |
$2,411,000 |
39,187 |
0.56% |
2,411,000 |
39,187 |
0.004 |
Closed - End Fund - E... |
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QQQM |
Invesco Nasdaq 100 Etf |
38 |
New |
$0.00 |
$219,000 |
1,200 |
0.05% |
219,000 |
1,200 |
0.001 |
N/A |
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AGG |
iShares Barclays Agency Bond |
40 |
New |
$97.08 |
$209,000 |
2,133 |
0.05% |
209,000 |
2,133 |
0 |
Closed - End Fund - E... |
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DIS |
Walt Disney Co |
56 |
New |
$103.37 |
$51,000 |
418 |
0.01% |
51,000 |
418 |
0 |
Entertainment - Diver... |
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APH |
Amphenol Corp |
65 |
New |
$131.71 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
Diversified Electronics |
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ETN |
Eaton Corp |
66 |
New |
$330.18 |
$1,000 |
3 |
0% |
1,000 |
3 |
0 |
Diversified Machinery |
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