0001580642-23-005672.txt : 20231024 0001580642-23-005672.hdr.sgml : 20231024 20231024140729 ACCESSION NUMBER: 0001580642-23-005672 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231024 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: 231342233 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 X0202 13F-HR LIVE false false false 0001689874 XXXXXXXX 09-30-2023 09-30-2023 false O'Brien Wealth Partners LLC

177 Huntington Ave. Suite 2010 Boston MA 02115

13F HOLDINGS REPORT 028-17558 N Richard A. Davies 617-547-6717-225 /s/ Richard A. Davies Waltham MA 10-24-2023 0 56 348622072 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 245651 1648 SH SOLE 1648 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 128372 418 SH SOLE 418 0 0 ALPHABET INC CAP STK CL C 02079K107 190655 1446 SH SOLE 1446 0 0 ALPHABET INC CAP STK CL A 02079K305 335656 2565 SH SOLE 2565 0 0 AMAZON COM INC COM 023135106 235808 1855 SH SOLE 1855 0 0 AMETEK INC COM 031100100 533561 3611 SH SOLE 3611 0 0 ANALOG DEVICES INC COM 032654105 412512 2356 SH SOLE 2356 0 0 APPLE INC COM 037833100 3896175 22757 SH SOLE 22757 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 140980 586 SH SOLE 586 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 248012 708 SH SOLE 708 0 0 BROADCOM INC COM 11135F101 4153 5 SH SOLE 5 0 0 CHEVRON CORP NEW COM 166764100 187674 1113 SH SOLE 1113 0 0 COCA COLA CO COM 191216100 163083 2913 SH SOLE 2913 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 42082950 1205815 SH SOLE 1205815 0 0 ELI LILLY & CO COM 532457108 23634 44 SH SOLE 44 0 0 EXXON MOBIL CORP COM 30231G102 256232 2179 SH SOLE 2179 0 0 HOME DEPOT INC COM 437076102 906 3 SH SOLE 3 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 231869 1653 SH SOLE 1653 0 0 ISHARES TR CORE S&P500 ETF 464287200 539794 1257 SH SOLE 1257 0 0 ISHARES TR RUS 1000 ETF 464287622 413207 1759 SH SOLE 1759 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 12801913 48129 SH SOLE 48129 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 13056477 53279 SH SOLE 53279 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 737552 10190 SH SOLE 10190 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 260897 3774 SH SOLE 3774 0 0 ISHARES TR CORE S&P TTL STK 464287150 93369977 991294 SH SOLE 991294 0 0 ISHARES TR RUS MID CAP ETF 464287499 247638 3576 SH SOLE 3576 0 0 JOHNSON & JOHNSON COM 478160104 320648 2059 SH SOLE 2059 0 0 JPMORGAN CHASE & CO COM 46625H100 121213 836 SH SOLE 836 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 4920170 716182 SH SOLE 716182 0 0 MASTERCARD INCORPORATED CL A 57636Q104 152425 385 SH SOLE 385 0 0 MCDONALDS CORP COM 580135101 2912637 11056 SH SOLE 11056 0 0 MERCK & CO INC COM 58933Y105 219489 2132 SH SOLE 2132 0 0 META PLATFORMS INC CL A 30303M102 818072 2725 SH SOLE 2725 0 0 MICROSOFT CORP COM 594918104 608766 1928 SH SOLE 1928 0 0 MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106 5121816 105938 SH SOLE 105938 0 0 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 10926226 205323 SH SOLE 205323 0 0 NEXTERA ENERGY INC COM 65339F101 206989 3613 SH SOLE 3613 0 0 NORFOLK SOUTHN CORP COM 655844108 244587 1242 SH SOLE 1242 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 6884942 204970 SH SOLE 204970 0 0 NVIDIA CORPORATION COM 67066G104 16530 38 SH SOLE 38 0 0 PACER FDS TR US CASH COWS 100 69374H881 37399275 756611 SH SOLE 756611 0 0 PAYCHEX INC COM 704326107 176801 1533 SH SOLE 1533 0 0 PEPSICO INC COM 713448108 177404 1047 SH SOLE 1047 0 0 PFIZER INC COM 717081103 61099 1842 SH SOLE 1842 0 0 PROCTER AND GAMBLE CO COM 742718109 291255 1997 SH SOLE 1997 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 292287 1783 SH SOLE 1783 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 611025 1429 SH SOLE 1429 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 9283596 323245 SH SOLE 323245 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 31565795 1146596 SH SOLE 1146596 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 23358694 893258 SH SOLE 893258 0 0 SPDR SER TR S&P DIVID ETF 78464A763 937581 8152 SH SOLE 8152 0 0 TESLA INC COM 88160R101 15013 60 SH SOLE 60 0 0 UNITEDHEALTH GROUP INC COM 91324P102 28739 57 SH SOLE 57 0 0 UPWORK INC COM 91688F104 446607 39314 SH SOLE 39314 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2445936 8982 SH SOLE 8982 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37311117 175656 SH SOLE 175656 0 0