0001768635-23-000002.txt : 20230503
0001768635-23-000002.hdr.sgml : 20230503
20230503075439
ACCESSION NUMBER: 0001768635-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230503
DATE AS OF CHANGE: 20230503
EFFECTIVENESS DATE: 20230503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: O'Brien Greene & Co. Inc
CENTRAL INDEX KEY: 0001768635
IRS NUMBER: 231710893
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19431
FILM NUMBER: 23881721
BUSINESS ADDRESS:
STREET 1: 218 WEST STATE ST
CITY: MEDIA
STATE: PA
ZIP: 19063
BUSINESS PHONE: 6108917880
MAIL ADDRESS:
STREET 1: 218 WEST STATE ST
CITY: MEDIA
STATE: PA
ZIP: 19063
13F-HR
1
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03-31-2023
03-31-2023
O'Brien Greene & Co. Inc
218 WEST STATE ST
MEDIA
PA
19063
13F HOLDINGS REPORT
028-19431
000110281
N
james foggo
Chief Compliance Officer
6108917880
james foggo
Media
PA
05-03-2023
0
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0
0
550
VONTIER ORD SHS
COM
928881101
3130
114488
SH
SOLE
107313
0
7175
VONTIER ORD SHS
COM
928881101
139
5100
SH
OTR
2000
0
3100
Viper Energy Partners Units
COM
92763M105
588
21000
SH
SOLE
21000
0
0
WAL-MART STORES
COM
931142103
6179
41904
SH
SOLE
39009
0
2895
WAL-MART STORES
COM
931142103
159
1075
SH
OTR
0
0
1075
WASTE MGMT INC DEL COM
COM
94106L109
245
1500
SH
SOLE
1500
0
0
WASTE MGMT INC DEL COM
COM
94106L109
1093
6700
SH
OTR
4200
0
2500
WILLIAMS COS
COM
969457100
568
19025
SH
SOLE
18525
0
500
WILLIAMS COS
COM
969457100
21
700
SH
OTR
700
0
0
XCEL ENERGY INC COM
COM
98389B100
645
9563
SH
SOLE
8803
0
760
YELLOW CAKE PLC
COM
G98334108
360
75000
SH
SOLE
75000
0
0
ISHARES CORE S&P 500
COM
464287200
308
750
SH
SOLE
750
0
0
ISHARES CORE S&P SMALL-CAP ETF
COM
464287804
2837
29337
SH
SOLE
26597
0
2740
ISHARES CORE S&P SMALL-CAP ETF
COM
464287804
24
250
SH
OTR
0
0
250
ISHARES TR RUSSELL 2000
COM
464287655
321
1800
SH
SOLE
1700
0
100
ISHARES TR RUSSELL 2000
COM
464287655
312
1750
SH
OTR
1250
0
500
SPDR TR UNIT SER 1
COM
78462F103
243
593
SH
SOLE
593
0
0
VANGUARD DIV APPREC ETF
COM
921908844
462
3000
SH
SOLE
3000
0
0
VANGUARD SMALLCAP INDEX FUND C
COM
922908751
334
1760
SH
SOLE
1760
0
0
WT US QUALITY SHAREHOLDER YIEL
COM
97717W547
264
4500
SH
SOLE
4500
0
0
ALPS/CORECOMMODITY MGMT COMPCO
COM
317609667
123
15915
SH
SOLE
15915
0
0
VANGUARD 500 INDEX FD ADMIRAL
COM
922908710
243
640
SH
SOLE
640
0
0