O'brien Wealth Partners LLC Top Holdings and 13F Report (2025) About O'brien Wealth Partners LLCInvestment ActivityO'brien Wealth Partners LLC has $554.94 million in total holdings as of December 31, 2024.O'brien Wealth Partners LLC owns shares of 67 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.59% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, O'brien Wealth Partners LLC has purchased 66 new stocks and bought additional shares in 21 stocks.O'brien Wealth Partners LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $60,568,147SPDR Portfolio S&P 500 ETF $59,311,999Principal U.S. Mega-Cap ETF $57,854,588Xtrackers MSCI EAFE Hedged Equity ETF $50,884,758Pacer US Cash Cows 100 ETF $46,201,693 Largest New Holdings this Quarter Vanguard Total International Stock ETF $2,333,805 HoldingVanguard S&P 500 ETF $345,916 HoldingiShares MSCI Emerging Markets ex China ETF $255,347 HoldingAutomatic Data Processing $1,171 Holding Largest Purchases this Quarter Principal U.S. Mega-Cap ETF 132,829 shares (about $7.97M)SPDR Portfolio S&P 500 ETF 105,180 shares (about $7.25M)Apple 24,647 shares (about $6.17M)Vanguard Total Stock Market ETF 15,328 shares (about $4.44M)SPDR Portfolio Intermediate Term Treasury ETF 146,423 shares (about $4.08M) Largest Sales this Quarter LifeStance Health Group 100,000 shares (about $737.00K)iShares Russell 1000 Growth ETF 1,004 shares (about $403.18K)SPDR S&P 500 ETF Trust 476 shares (about $278.98K)iShares Core S&P Total U.S. Stock Market ETF 1,487 shares (about $191.26K)Meta Platforms 222 shares (about $129.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofO'brien Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$60,568,147$191,258 ▼-0.3%470,90810.9%ETFSPLGSPDR Portfolio S&P 500 ETF$59,311,999$7,251,112 ▲13.9%860,34210.7%ETFUSMCPrincipal U.S. Mega-Cap ETF$57,854,588$7,973,727 ▲16.0%963,76110.4%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$50,884,758$1,788,149 ▲3.6%1,229,1009.2%ETFCOWZPacer US Cash Cows 100 ETF$46,201,693$2,264,395 ▲5.2%818,0198.3%ETFVTIVanguard Total Stock Market ETF$39,711,943$4,442,192 ▲12.6%137,0287.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$39,150,908$4,082,273 ▲11.6%1,404,2657.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$24,019,651$3,373,297 ▲16.3%917,1314.3%ETFXCEMColumbia EM Core ex-China ETF$21,364,249$1,944,484 ▲10.0%721,7653.8%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$20,516,044$1,316,764 ▲6.9%279,7353.7%ETFVUGVanguard Growth ETF$18,197,696$1,780,490 ▲10.8%44,3373.3%ETFIWFiShares Russell 1000 Growth ETF$17,511,184$403,184 ▼-2.3%43,6063.2%ETFIWViShares Russell 3000 ETF$17,185,628$14,373 ▼-0.1%51,4153.1%ETFAAPLApple$15,285,256$6,172,150 ▲67.7%61,0382.8%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$11,500,521$985,963 ▲9.4%396,4332.1%ETFNULVNuveen ESG Large-Cap Value ETF$10,746,661$251,495 ▲2.4%272,9661.9%ETFNULGNuveen ESG Large-Cap Growth ETF$9,232,178$124,210 ▼-1.3%107,5511.7%ETFVGLTVanguard Long-Term Treasury Index ETF$8,986,762$523,612 ▲6.2%162,3621.6%ETFCVIECalvert International Responsible Index ETF$7,151,912$239,786 ▲3.5%129,6251.3%ETFMCDMcDonald's$3,083,563$290 ▲0.0%10,6370.6%Retail/WholesaleVXUSVanguard Total International Stock ETF$2,333,805$2,333,805 ▲New Holding39,6030.4%ETFLFSTLifeStance Health Group$1,594,654$737,000 ▼-31.6%216,3710.3%MedicalMETAMeta Platforms$965,270$129,951 ▼-11.9%1,6490.2%Computer and TechnologySDYSPDR S&P Dividend ETF$923,051$1,981 ▼-0.2%6,9880.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$904,7700.0%10,1900.2%ETFIVViShares Core S&P 500 ETF$718,1900.0%1,2200.1%ETFXLKTechnology Select Sector SPDR Fund$665,007$250,424 ▲60.4%2,8600.1%ETFSPYSPDR S&P 500 ETF Trust$552,105$278,983 ▼-33.6%9420.1%FinanceMSFTMicrosoft$536,1740.0%1,2720.1%Computer and TechnologyIWBiShares Russell 1000 ETF$507,0800.0%1,5740.1%ETFADIAnalog Devices$497,3690.0%2,3410.1%Computer and TechnologyAMEAMETEK$464,710$45,065 ▼-8.8%2,5780.1%Computer and TechnologyGOOGLAlphabet$420,653$189 ▲0.0%2,2220.1%Computer and TechnologyUPWKUpwork$385,386$114,336 ▼-22.9%23,5710.1%Computer and TechnologyIBMInternational Business Machines$372,692$2,199 ▲0.6%1,6950.1%Computer and TechnologyJNJJohnson & Johnson$347,118$4,339 ▼-1.2%2,4000.1%MedicalVOOVanguard S&P 500 ETF$345,916$345,916 ▲New Holding6420.1%ETFBRK.BBerkshire Hathaway$294,6320.0%6500.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$279,8910.0%3,6760.1%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$255,347$255,347 ▲New Holding4,6050.0%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$254,750$61,435 ▲31.8%2,6290.0%FinanceQQQMInvesco NASDAQ 100 ETF$252,5400.0%1,2000.0%ETFAMZNAmazon.com$240,0130.0%1,0940.0%Retail/WholesaleVBVanguard Small-Cap ETF$221,960$27,865 ▼-11.2%9240.0%ETFGOOGAlphabet$220,9100.0%1,1600.0%Computer and TechnologyJPMJPMorgan Chase & Co.$216,029$21,099 ▼-8.9%9010.0%FinanceMRKMerck & Co., Inc.$208,9080.0%2,1000.0%MedicalPGProcter & Gamble$200,659$9,890 ▼-4.7%1,1970.0%Consumer StaplesPAYXPaychex$179,061$24,258 ▼-11.9%1,2770.0%Business ServicesACNAccenture$135,4390.0%3850.0%Computer and TechnologyABBVAbbVie$130,4320.0%7340.0%MedicalCVXChevron$125,576$27,520 ▼-18.0%8670.0%Oils/EnergyKOCoca-Cola$105,991$3,799 ▼-3.5%1,7020.0%Consumer StaplesXOMExxon Mobil$101,7610.0%9460.0%Oils/EnergyAMATApplied Materials$97,2580.0%5980.0%Computer and TechnologyNSCNorfolk Southern$95,7580.0%4080.0%TransportationABTAbbott Laboratories$83,0230.0%7340.0%MedicalPEPPepsiCo$63,409$15,206 ▼-19.3%4170.0%Consumer StaplesMAMastercard$52,6570.0%1000.0%Business ServicesLLYEli Lilly and Company$36,3190.0%470.0%MedicalNVDANVIDIA$30,355$4,835 ▲18.9%2260.0%Computer and TechnologyUNHUnitedHealth Group$25,2930.0%500.0%MedicalCSCOCisco Systems$11,4260.0%1930.0%Computer and TechnologyTSLATesla$8,0770.0%200.0%Auto/Tires/TrucksAVGOBroadcom$6,9970.0%300.0%Computer and TechnologyORCLOracle$2,5130.0%150.0%Computer and TechnologyADPAutomatic Data Processing$1,171$1,171 ▲New Holding40.0%Business ServicesQQQInvesco QQQ$0$379,418 ▼-100.0%00.0%FinanceVZVerizon Communications$0$50,146 ▼-100.0%00.0%Computer and TechnologyGEGeneral Electric$0$27,344 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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