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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 :
11 |
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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 |
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COWZ |
Pacer Us Cash Cows 100 Etf |
3 |
- |
$0.00 |
$43,660,000 |
751,340 |
10.1% |
4,712,000 |
2,199 |
0.083 |
N/A |
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ITE |
Spdr Brcly Cap Intrmd Trm |
5 |
- |
$27.91 |
$33,207,000 |
1,178,397 |
7.68% |
677,000 |
39,385 |
0.119 |
Closed - End Fund - E... |
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TLO |
Talon Metals Corp |
6 |
- |
$27.26 |
$20,039,000 |
717,206 |
4.63% |
1,700,000 |
85,279 |
0.129 |
Closed - End Fund - E... |
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CVLC |
Calvert Us Large-cap Core R... |
8 |
- |
$0.00 |
$17,566,000 |
267,635 |
4.06% |
3,440,000 |
31,009 |
2.974 |
N/A |
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SPTS |
Spdr Barclays Short Term Tr... |
11 |
- |
$29.48 |
$9,875,000 |
341,462 |
2.28% |
258,000 |
10,411 |
0.112 |
N/A |
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NULV |
Nushares Esg Large Cap Valu... |
12 |
- |
$0.00 |
$9,723,000 |
250,216 |
2.25% |
880,000 |
3,958 |
0.1 |
N/A |
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VUG |
Vanguard Growth VIPERS |
13 |
- |
$350.32 |
$9,204,000 |
26,740 |
2.13% |
5,015,000 |
13,267 |
0.01 |
Closed - End Fund - E... |
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VGLT |
Vanguard Long-Term Governm |
14 |
- |
$57.77 |
$8,811,000 |
148,730 |
2.04% |
73,000 |
6,710 |
0.06 |
N/A |
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CVIE |
Calvert International Respo... |
15 |
- |
$0.00 |
$6,800,000 |
119,350 |
1.57% |
447,000 |
1,279 |
1.326 |
N/A |
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SDY |
streetTRACKS Series Trust -... |
21 |
- |
$132.14 |
$910,000 |
6,936 |
0.21% |
47,000 |
29 |
0.004 |
Closed - End Fund - E... |
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IBM |
International Business Mach... |
32 |
- |
$168.97 |
$321,000 |
1,679 |
0.07% |
47,000 |
2 |
0 |
Diversified Computer ... |
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