0001580642-18-004848.txt : 20181009 0001580642-18-004848.hdr.sgml : 20181009 20181009093918 ACCESSION NUMBER: 0001580642-18-004848 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181009 DATE AS OF CHANGE: 20181009 EFFECTIVENESS DATE: 20181009 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: 181112498 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 09-30-2018 09-30-2018 false O'Brien Wealth Partners LLC

177 Huntington Ave. Suite 2010 Boston MA 02115

13F HOLDINGS REPORT 028-17558 N Kari Mekler 617-547-6717 /s/ Kari Mekler Boston MA 10-05-2018 0 223 153941 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 80 380 SH SOLE 380 0 0 ABB LTD SPONSORED ADR 000375204 3 137 SH SOLE 137 0 0 ABBOTT LABS COM 002824100 54 734 SH SOLE 734 0 0 ABBVIE INC COM 00287Y109 69 734 SH SOLE 734 0 0 ADVANSIX INC COM 00773T101 0 1 SH SOLE 1 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 8 114 SH SOLE 114 0 0 AIR PRODS & CHEMS INC COM 009158106 23 135 SH SOLE 135 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 71 970 SH SOLE 970 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3 20 SH SOLE 20 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 4 42 SH SOLE 42 0 0 ALPHABET INC CAP STK CL A 02079K305 161 133 SH SOLE 133 0 0 ALPHABET INC CAP STK CL C 02079K107 75 63 SH SOLE 63 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 18 1674 SH SOLE 1674 0 0 ALTRIA GROUP INC COM 02209S103 43 711 SH SOLE 711 0 0 AMAZON COM INC COM 023135106 42 21 SH SOLE 21 0 0 AMERICAN ELEC PWR INC COM 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0 DXC TECHNOLOGY CO COM 23355L106 6 59 SH SOLE 59 0 0 EASTMAN CHEM CO COM 277432100 30 310 SH SOLE 310 0 0 EMBRAER S A SP ADR REP 4 COM 29082A107 4 194 SH SOLE 194 0 0 EMERSON ELEC CO COM 291011104 16 203 SH SOLE 203 0 0 ENERGY FUELS INC COM NEW 292671708 24 7462 SH SOLE 7462 0 0 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 56 3218 SH SOLE 3218 0 0 EQUINIX INC COM PAR $0.001 29444U700 6 14 SH SOLE 14 0 0 EVERSOURCE ENERGY COM 30040W108 121 1963 SH SOLE 1963 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 45 470 SH SOLE 470 0 0 EXXON MOBIL CORP COM 30231G102 846 9954 SH SOLE 9954 0 0 FACEBOOK INC CL A 30303M102 82 497 SH SOLE 497 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 3 349 SH SOLE 349 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 126 2400 SH SOLE 2400 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1 60 SH SOLE 60 0 0 FRONTIER COMMUNICATIONS CORP COM NEW 35906A306 0 56 SH SOLE 56 0 0 GENERAL ELECTRIC CO COM 369604103 16 1410 SH SOLE 1410 0 0 GENERAL MTRS CO COM 37045V100 10 300 SH SOLE 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142 1925 SH SOLE 1925 0 0 PEPSICO INC COM 713448108 69 617 SH SOLE 617 0 0 PERSPECTA INC COM 715347100 1 29 SH SOLE 29 0 0 PFIZER INC COM 717081103 407 9239 SH SOLE 9239 0 0 PHILIP MORRIS INTL INC COM 718172109 1 15 SH SOLE 15 0 0 PHILLIPS 66 COM 718546104 14 125 SH SOLE 125 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 83 806 SH SOLE 806 0 0 PROCTER AND GAMBLE CO COM 742718109 233 2798 SH SOLE 2798 0 0 PROLOGIS INC COM 74340W103 7 100 SH SOLE 100 0 0 PRUDENTIAL FINL INC COM 744320102 3 31 SH SOLE 31 0 0 PRUDENTIAL PLC ADR 74435K204 3 67 SH SOLE 67 0 0 PTC INC COM 69370C100 1 8 SH SOLE 8 0 0 QUEST DIAGNOSTICS INC COM 74834L100 4 38 SH SOLE 38 0 0 REGENERON PHARMACEUTICALS COM 75886F107 16 40 SH SOLE 40 0 0 REGIONS FINL CORP NEW COM 7591EP100 7 370 SH SOLE 370 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8 111 SH SOLE 111 0 0 SALESFORCE COM INC COM 79466L302 10 66 SH SOLE 66 0 0 SANOFI SPONSORED ADR 80105N105 4 80 SH SOLE 80 0 0 SANOFI RIGHT 12/31/2020 80105N113 0 100 SH SOLE 100 0 0 SAP SE SPON ADR 803054204 4 34 SH SOLE 34 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 226 3000 SH SOLE 3000 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1 43 SH SOLE 43 0 0 SERVICESOURCE INTL INC COM 81763U100 3 1000 SH SOLE 1000 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 5 45 SH SOLE 45 0 0 SK TELECOM LTD SPONSORED ADR 78440P108 3 92 SH SOLE 92 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 11 126 SH SOLE 126 0 0 SONY CORP SPONSORED ADR 835699307 6 100 SH SOLE 100 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 70 617 SH SOLE 617 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 21 600 SH SOLE 600 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 7 152 SH SOLE 152 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 623 2143 SH SOLE 2143 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1820 18580 SH SOLE 18580 0 0 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 347 7140 SH SOLE 7140 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 9 36 SH SOLE 36 0 0 TIFFANY & CO NEW COM 886547108 9 67 SH SOLE 67 0 0 TORONTO 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SOLE 931 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 43 323 SH SOLE 323 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 36 252 SH SOLE 252 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 261 2311 SH SOLE 2311 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18 67 SH SOLE 67 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 384 9378 SH SOLE 9378 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 505 6654 SH SOLE 6654 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 72 1285 SH SOLE 1285 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 144 1839 SH SOLE 1839 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3426 79187 SH SOLE 79187 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 14 161 SH SOLE 161 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 4 40 SH SOLE 40 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 24 349 SH SOLE 349 0 0 VEON LTD SPONSORED ADR 91822M106 2 658 SH SOLE 658 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 192 3599 SH SOLE 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