O'Brien Wealth Partners LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
177 HUNTINGTON AVE. BOSTON, MA 02115
As of the latest 13F report, the guru’s equity portfolio contained 57 stocks valued at a total of $238.00Mil. The top holdings were ITOT(32.39%), VTI(14.25%), and DBEF(14.22%).
According to GuruFocus data, these were O'Brien Wealth Partners LLC’s top five trades of the quarter.
iShares MSCI EAFE Growth ETF
During the quarter, O'Brien Wealth Partners LLC bought 54,011 shares of BATS:EFG for a total holding of 60,634. The trade had a 1.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $81.57.
On 11/15/2022, iShares MSCI EAFE Growth ETF traded for a price of $84.16 per share and a market cap of $9.73Bil. The stock has returned -24.15% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE Growth ETF has a price-earnings ratio of 19.69 and a price-book ratio of 3.06.
iShares MSCI EAFE ESG Select ETF
During the quarter, O'Brien Wealth Partners LLC bought 39,128 shares of NAS:ESGD for a total holding of 42,902. The trade had a 0.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $62.69.
On 11/15/2022, iShares MSCI EAFE ESG Select ETF traded for a price of $65.01 per share and a market cap of $6.68Bil. The stock has returned -17.70% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE ESG Select ETF has a price-earnings ratio of 11.88 and a price-book ratio of 1.54.
LifeStance Health Group Inc
O'Brien Wealth Partners LLC reduced their investment in NAS:LFST by 299,000 shares. The trade had a 0.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $6.98.
On 11/15/2022, LifeStance Health Group Inc traded for a price of $6.12 per share and a market cap of $2.30Bil. The stock has returned -40.81% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, LifeStance Health Group Inc has a price-book ratio of 1.50, a EV-to-Ebitda ratio of -11.39 and a price-sales ratio of 2.63.
iShares Core S&P Total U.S. Stock Market ETF
During the quarter, O'Brien Wealth Partners LLC bought 18,419 shares of ARCA:ITOT for a total holding of 967,861. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $88.01.
On 11/15/2022, iShares Core S&P Total U.S. Stock Market ETF traded for a price of $87.87 per share and a market cap of $40.01Bil. The stock has returned -16.76% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Total U.S. Stock Market ETF has a price-earnings ratio of 18.22 and a price-book ratio of 3.31.
SPDR Portfolio Long Term Treasury ETF
During the quarter, O'Brien Wealth Partners LLC bought 26,029 shares of ARCA:SPTL for a total holding of 448,530. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $32.25.
On 11/15/2022, SPDR Portfolio Long Term Treasury ETF traded for a price of $28.49 per share and a market cap of $5.44Bil. The stock has returned -30.60% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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