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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 :
8 |
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Menu
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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 |
|
USMV |
iShares MSCI USA Minimum Vo... |
22 |
- |
$0.00 |
$852,000 |
10,190 |
0.2% |
57,000 |
0 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
23 |
- |
$532.48 |
$648,000 |
1,233 |
0.15% |
59,000 |
0 |
0 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
24 |
- |
$529.78 |
$643,000 |
1,230 |
0.15% |
58,000 |
0 |
0 |
Closed - End Fund - E... |
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AME |
Ametek Inc |
25 |
- |
$169.63 |
$530,000 |
2,898 |
0.12% |
52,000 |
0 |
0.001 |
Industrial Electrical... |
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UPWK |
Upwork Inc |
27 |
- |
$12.27 |
$482,000 |
39,314 |
0.11% |
-103,000 |
0 |
0.033 |
N/A |
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XLK |
SPDR Technology Sector |
30 |
- |
$213.03 |
$371,000 |
1,783 |
0.09% |
28,000 |
0 |
0.001 |
Closed - End Fund - E... |
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PAYX |
Paychex Inc |
44 |
- |
$124.37 |
$179,000 |
1,455 |
0.04% |
6,000 |
0 |
0 |
Staffing & Outsourcin... |
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ABT |
Abbott Laboratories |
53 |
- |
$104.59 |
$86,000 |
758 |
0.02% |
3,000 |
0 |
0 |
Drug Manufacturers - ... |
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