VP, Operations

0001580642-18-002014.txt : 20180411 0001580642-18-002014.hdr.sgml : 20180411 20180411155221 ACCESSION NUMBER: 0001580642-18-002014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180411 DATE AS OF CHANGE: 20180411 EFFECTIVENESS DATE: 20180411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: O'Brien Wealth Partners LLC CENTRAL INDEX KEY: 0001689874 IRS NUMBER: 943459510 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17558 FILM NUMBER: 18750033 BUSINESS ADDRESS: STREET 1: 177 HUNTINGTON AVE. STREET 2: SUITE 2010 CITY: BOSTON STATE: MA ZIP: 02115 BUSINESS PHONE: 617-547-6717 MAIL ADDRESS: STREET 1: 177 HUNTINGTON AVE. STREET 2: SUITE 2010 CITY: BOSTON STATE: MA ZIP: 02115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001689874 XXXXXXXX 03-31-2018 03-31-2018 false O'Brien Wealth Partners LLC

177 Huntington Ave. Suite 2010 Boston MA 02115

13F HOLDINGS REPORT 028-17558 N Kari Mekler VP, Operations 617-547-6717 /s/ Kari E. Mekler Boston MA 04-11-2018 0 189 145312 INFORMATION TABLE 2 infotable.xml ISHARES INC MSCI JPN ETF NEW 46434G822 9 152 SH SOLE 152 0 0 ISHARES TR CORE S&P MCP ETF 464287507 18 97 SH SOLE 97 0 0 ISHARES TR S&P MC 400VL ETF 464287705 328 2121 SH SOLE 2121 0 0 ISHARES TR CORE S&P SCP ETF 464287804 58 755 SH SOLE 755 0 0 ISHARES TR CORE S&P500 ETF 464287200 250 942 SH SOLE 942 0 0 ISHARES TR RUS 1000 ETF 464287622 152 1036 SH SOLE 1036 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 163 1357 SH SOLE 1357 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 12191 89579 SH SOLE 89579 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 2506 20558 SH SOLE 20558 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 17278 110514 SH SOLE 110514 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 509 1935 SH SOLE 1935 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 8 114 SH SOLE 114 0 0 AMAZON COM INC COM 023135106 30 21 SH SOLE 21 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 51 800 SH SOLE 800 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 120 600 SH SOLE 600 0 0 EMERSON ELEC CO COM 291011104 14 203 SH SOLE 203 0 0 EVERSOURCE ENERGY COM 30040W108 116 1963 SH SOLE 1963 0 0 AMGEN INC COM 031162100 119 700 SH SOLE 700 0 0 ABBOTT LABS COM 002824100 44 734 SH SOLE 734 0 0 ALTRIA GROUP INC COM 02209S103 63 1005 SH SOLE 1005 0 0 INTEL CORP COM 458140100 81 1559 SH SOLE 1559 0 0 ILLINOIS TOOL WKS INC COM 452308109 8 48 SH SOLE 48 0 0 BLACKROCK MUNIVEST FD INC COM 09253R105 22 2500 SH SOLE 2500 0 0 QUALCOMM INC COM 747525103 2 40 SH SOLE 40 0 0 DISNEY WALT CO COM DISNEY 254687106 38 378 SH SOLE 378 0 0 HONEYWELL INTL INC COM 438516106 7 45 SH SOLE 45 0 0 JOHNSON & JOHNSON COM 478160104 563 4394 SH SOLE 4394 0 0 PFIZER INC COM 717081103 69 1955 SH SOLE 1955 0 0 ISHARES TR MSCI EAFE ETF 464287465 26 380 SH SOLE 380 0 0 CHEVRON CORP NEW COM 166764100 143 1257 SH SOLE 1257 0 0 MICROSOFT CORP COM 594918104 71 780 SH SOLE 780 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3 25 SH SOLE 25 0 0 AT&T INC COM 00206R102 12 327 SH SOLE 327 0 0 CITIGROUP INC COM NEW 172967424 1 14 SH SOLE 14 0 0 CISCO SYS INC COM 17275R102 22 523 SH SOLE 523 0 0 DNP SELECT INCOME FD COM 23325P104 2 202 SH SOLE 202 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 260 1693 SH SOLE 1693 0 0 COCA COLA CO COM 191216100 56 1300 SH SOLE 1300 0 0 PEPSICO INC COM 713448108 67 617 SH SOLE 617 0 0 STRYKER CORP COM 863667101 4 25 SH SOLE 25 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 128 2672 SH SOLE 2672 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 790 9136 SH SOLE 9136 0 0 ISHARES TR COHEN STEER REIT 464287564 20 210 SH SOLE 210 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 196 3000 SH SOLE 3000 0 0 TIME WARNER INC COM NEW 887317303 3 35 SH SOLE 35 0 0 AMETEK INC NEW COM 031100100 475 6256 SH SOLE 6256 0 0 BANK AMER CORP COM 060505104 27 884 SH SOLE 884 0 0 ANALOG DEVICES INC COM 032654105 5 55 SH SOLE 55 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 14 120 SH SOLE 120 0 0 EXXON MOBIL CORP COM 30231G102 408 5470 SH SOLE 5470 0 0 TOTAL S A SPONSORED ADR 89151E109 26 454 SH SOLE 454 0 0 COLGATE PALMOLIVE CO COM 194162103 135 1880 SH SOLE 1880 0 0 CAPITAL ONE FINL CORP COM 14040H105 3 33 SH SOLE 33 0 0 COSTCO WHSL CORP NEW COM 22160K105 16 83 SH SOLE 83 0 0 LILLY ELI & CO COM 532457108 4 50 SH SOLE 50 0 0 CVS HEALTH CORP COM 126650100 20 315 SH SOLE 315 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1 8 SH SOLE 8 0 0 QUEST DIAGNOSTICS INC COM 74834L100 4 38 SH SOLE 38 0 0 MERCK & CO INC COM 58933Y105 95 1750 SH SOLE 1750 0 0 NOVARTIS A G SPONSORED ADR 66987V109 0 5 SH SOLE 5 0 0 PROCTER AND GAMBLE CO COM 742718109 225 2833 SH SOLE 2833 0 0 GENERAL ELECTRIC CO COM 369604103 18 1340 SH SOLE 1340 0 0 HOME DEPOT INC COM 437076102 4 25 SH SOLE 25 0 0 MCDONALDS CORP COM 580135101 1678 10728 SH SOLE 10728 0 0 JPMORGAN CHASE & CO COM 46625H100 127 1151 SH SOLE 1151 0 0 TJX COS INC NEW COM 872540109 4 50 SH SOLE 50 0 0 HP INC COM 40434L105 16 712 SH SOLE 712 0 0 WELLS FARGO CO NEW COM 949746101 0 5 SH SOLE 5 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 6 543 SH SOLE 543 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5 30 SH SOLE 30 0 0 UNITED TECHNOLOGIES CORP COM 913017109 21 164 SH SOLE 164 0 0 3M CO COM 88579Y101 88 403 SH SOLE 403 0 0 COMCAST CORP NEW CL A 20030N101 11 332 SH SOLE 332 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 46103 339693 SH SOLE 339693 0 0 UNILEVER N V N Y SHS NEW 904784709 15 270 SH SOLE 270 0 0 SMUCKER J M CO COM NEW 832696405 3 25 SH SOLE 25 0 0 NORFOLK SOUTHERN CORP COM 655844108 24 175 SH SOLE 175 0 0 HUNTINGTON BANCSHARES INC COM 446150104 76 5000 SH SOLE 5000 0 0 NEXTERA ENERGY INC COM 65339F101 5 30 SH SOLE 30 0 0 APPLE INC COM 037833100 1176 7007 SH SOLE 7007 0 0 RPM INTL INC COM 749685103 3 60 SH SOLE 60 0 0 BLACKBERRY LTD COM 09228F103 4 341 SH SOLE 341 0 0 CATERPILLAR INC DEL COM 149123101 21 145 SH SOLE 145 0 0 INTL PAPER CO COM 460146103 3 53 SH SOLE 53 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 8 166 SH SOLE 166 0 0 WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 6 225 SH SOLE 225 0 0 DEVON ENERGY CORP NEW COM 25179M103 3 100 SH SOLE 100 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 2 30 SH SOLE 30 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 22 324 SH SOLE 324 0 0 EASTMAN CHEM CO COM 277432100 27 254 SH SOLE 254 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 69 970 SH SOLE 970 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 345 7335 SH SOLE 7335 0 0 PAYCHEX INC COM 704326107 119 1925 SH SOLE 1925 0 0 DXC TECHNOLOGY CO COM 23355L106 6 59 SH SOLE 59 0 0 PNC FINL SVCS GROUP INC COM 693475105 4 25 SH SOLE 25 0 0 CME GROUP INC COM CL A 12572Q105 6 35 SH SOLE 35 0 0 PROLOGIS INC COM 74340W103 6 100 SH SOLE 100 0 0 FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 0 42 SH SOLE 42 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 7 111 SH SOLE 111 0 0 AIR PRODS & CHEMS INC COM 009158106 21 135 SH SOLE 135 0 0 PTC INC COM 69370C100 1 8 SH SOLE 8 0 0 AQUA AMERICA INC COM 03836W103 277 8136 SH SOLE 8136 0 0 CONSOLIDATED EDISON INC COM 209115104 11 141 SH SOLE 141 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1 60 SH SOLE 60 0 0 V F CORP COM 918204108 4 60 SH SOLE 60 0 0 AMERICAN ELEC PWR INC COM 025537101 3 44 SH SOLE 44 0 0 BAKER HUGHES A GE CO CL A 05722G100 10 345 SH SOLE 345 0 0 WEYERHAEUSER CO COM 962166104 13 368 SH SOLE 368 0 0 ISHARES TR MRNING SM CP ETF 464288703 4 26 SH SOLE 26 0 0 PRICE T ROWE GROUP INC COM 74144T108 3 30 SH SOLE 30 0 0 LINCOLN NATL CORP IND COM 534187109 56 760 SH SOLE 760 0 0 COLUMBIA PPTY TR INC COM NEW 198287203 3 123 SH SOLE 123 0 0 CUMMINS INC COM 231021106 3 20 SH SOLE 20 0 0 BECTON DICKINSON & CO COM 075887109 3 15 SH SOLE 15 0 0 CABOT CORP COM 127055101 11 200 SH SOLE 200 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 23 250 SH SOLE 250 0 0 CINTAS CORP COM 172908105 4 25 SH SOLE 25 0 0 ALPHABET INC CAP STK CL A 02079K305 138 133 SH SOLE 133 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 38 300 SH SOLE 300 0 0 CELANESE CORP DEL COM SER A 150870103 4 40 SH SOLE 40 0 0 REGENERON PHARMACEUTICALS COM 75886F107 14 40 SH SOLE 40 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 15316 99321 SH SOLE 99321 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7315 56523 SH SOLE 56523 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 76 1001 SH SOLE 1001 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 43 760 SH SOLE 760 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 7 111 SH SOLE 111 0 0 AMERICAN OUTDOOR BRANDS CORP COM 02874P103 9 914 SH SOLE 914 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 41 288 SH SOLE 288 0 0 WESTERN ASST MNGD MUN FD INC COM 95766M105 23 1775 SH SOLE 1775 0 0 NUVEEN MUN VALUE FD INC COM 670928100 24 2500 SH SOLE 2500 0 0 COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 8 1048 SH SOLE 1048 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1769 19394 SH SOLE 19394 0 0 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 29 2500 SH SOLE 2500 0 0 WESTERN ASSET CLYM INFL OPP COM 95766R104 28 2500 SH SOLE 2500 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 41 1852 SH SOLE 1852 0 0 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 23 1750 SH SOLE 1750 0 0 INDEPENDENT BANK CORP MASS COM 453836108 13 179 SH SOLE 179 0 0 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 44 3110 SH SOLE 3110 0 0 ISHARES TR CORE S&P TTL STK 464287150 1121 18542 SH SOLE 18542 0 0 ARROW FINL CORP COM 042744102 0 8 SH SOLE 8 0 0 CAMBRIDGE BANCORP COM 132152109 280 3204 SH SOLE 3204 0 0 POWERSHS DB MULTI SECT COMM PS DB AGRICUL FD 73936B408 13 681 SH SOLE 681 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 253 2311 SH SOLE 2311 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5 50 SH SOLE 50 0 0 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 0 0 SH SOLE 0 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 289 3615 SH SOLE 3615 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 24 600 SH SOLE 600 0 0 TE CONNECTIVITY LTD REG SHS H84989104 3 30 SH SOLE 30 0 0 UNITED STATES NATL GAS FUND UNIT PAR 912318300 15 652 SH SOLE 652 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4263 96337 SH SOLE 96337 0 0 ENERGY FUELS INC COM NEW 292671708 13 7462 SH SOLE 7462 0 0 VISA INC COM CL A 92826C839 4 35 SH SOLE 35 0 0 PHILIP MORRIS INTL INC COM 718172109 1 15 SH SOLE 15 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 7 151 SH SOLE 151 0 0 BARCLAYS BANK PLC ETN DJUBSCOFFE38 06739H297 14 1010 SH SOLE 1010 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1412 19174 SH SOLE 19174 0 0 EATON VANCE NATL MUN OPPORT COM SHS 27829L105 25 1200 SH SOLE 1200 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 24 751 SH SOLE 751 0 0 ISHARES TR RUS TP200 GR ETF 464289438 62 847 SH SOLE 847 0 0 TESLA INC COM 88160R101 2 7 SH SOLE 7 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 39 4111 SH SOLE 4111 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2 6 SH SOLE 6 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 78 1285 SH SOLE 1285 0 0 GENERAL MTRS CO COM 37045V100 11 300 SH SOLE 300 0 0 LPL FINL HLDGS INC COM 50212V100 24 400 SH SOLE 400 0 0 SERVICESOURCE INTL INC COM 81763U100 4 1000 SH SOLE 1000 0 0 SANOFI RIGHT 12/31/2020 80105N113 0 100 SH SOLE 100 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 141 2400 SH SOLE 2400 0 0 ISHARES TR MIN VOL USA ETF 46429B697 309 5952 SH SOLE 5952 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 21967 298097 SH SOLE 298097 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 428 6869 SH SOLE 6869 0 0 PHILLIPS 66 COM 718546104 12 125 SH SOLE 125 0 0 ISHARES INC ASIA/PAC DIV ETF 464286293 8 174 SH SOLE 174 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 171 1637 SH SOLE 1637 0 0 FACEBOOK INC CL A 30303M102 72 450 SH SOLE 450 0 0 ISHARES TR CORE MSCI EAFE 46432F842 461 6993 SH SOLE 6993 0 0 ABBVIE INC COM 00287Y109 69 734 SH SOLE 734 0 0 MALLINCKRODT PUB LTD CO SHS G5785G107 13 896 SH SOLE 896 0 0 GW PHARMACEUTICALS PLC ADS 36197T103 8 75 SH SOLE 75 0 0 ALPHABET INC CAP STK CL C 02079K107 65 63 SH SOLE 63 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 3 57 SH SOLE 57 0 0 KRAFT HEINZ CO COM 500754106 1 20 SH SOLE 20 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 12 700 SH SOLE 700 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1 42 SH SOLE 42 0 0 HUBBELL INC COM 443510607 3 25 SH SOLE 25 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 2 27 SH SOLE 27 0 0 ADVANSIX INC COM 00773T101 0 1 SH SOLE 1 0 0 VERSUM MATLS INC COM 92532W103 3 67 SH SOLE 67 0 0 MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 1 95 SH SOLE 95 0 0