O'brien Wealth Partners LLC Top Holdings and 13F Report (2025) About O'brien Wealth Partners LLCInvestment ActivityO'brien Wealth Partners LLC has $537.06 million in total holdings as of March 31, 2025.O'brien Wealth Partners LLC owns shares of 72 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.94% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, O'brien Wealth Partners LLC has purchased 67 new stocks and bought additional shares in 28 stocks.O'brien Wealth Partners LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $57,724,347iShares Core S&P Total U.S. Stock Market ETF $56,472,148Xtrackers MSCI EAFE Hedged Equity ETF $52,669,520Principal U.S. Mega-Cap ETF $52,527,618Pacer US Cash Cows 100 ETF $45,014,946 Largest New Holdings this Quarter 46434G863 - iShares ESG Aware MSCI EM ETF $249,124 Holding92826C839 - Visa $54,321 Holding92343V104 - Verizon Communications $51,741 Holding369604301 - GE Aerospace $32,624 Holding64110L106 - Netflix $6,528 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ex China ETF 134,475 shares (about $7.41M)SPDR Portfolio S&P 500 ETF 17,461 shares (about $1.15M)Microsoft 1,023 shares (about $384.09K)SPDR Portfolio Long Term Treasury ETF 10,604 shares (about $289.07K)iShares ESG Aware MSCI EM ETF 7,128 shares (about $249.12K) Largest Sales this Quarter Columbia EM Core ex-China ETF 221,540 shares (about $6.54M)Principal U.S. Mega-Cap ETF 38,653 shares (about $2.19M)iShares Core S&P Total U.S. Stock Market ETF 8,059 shares (about $983.28K)iShares Russell 1000 Growth ETF 2,046 shares (about $738.80K)Vanguard Total Stock Market ETF 2,238 shares (about $615.09K) 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 PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$57,724,347$1,148,236 ▲2.0%877,80310.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$56,472,148$983,278 ▼-1.7%462,84910.5%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$52,669,520$550,516 ▼-1.0%1,216,3869.8%ETFUSMCPrincipal U.S. Mega-Cap ETF$52,527,618$2,194,717 ▼-4.0%925,1089.8%ManufacturingCOWZPacer US Cash Cows 100 ETF$45,014,946$220,245 ▲0.5%822,0418.4%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$40,085,055$48,843 ▼-0.1%1,402,5567.5%ETFVTIVanguard Total Stock Market ETF$37,045,743$615,093 ▼-1.6%134,7906.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$25,290,057$289,065 ▲1.2%927,7354.7%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$19,124,652$160,286 ▼-0.8%277,4103.6%ETFVUGVanguard Growth ETF$16,457,540$16,316 ▲0.1%44,3813.1%ETFIWViShares Russell 3000 ETF$16,243,663$87,668 ▼-0.5%51,1393.0%ETFIWFiShares Russell 1000 Growth ETF$15,007,051$738,798 ▼-4.7%41,5602.8%ETFXCEMColumbia EM Core ex-China ETF$14,774,151$6,543,186 ▼-30.7%500,2252.8%ETFAAPLApple$13,556,602$1,777 ▼0.0%61,0302.5%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$11,523,721$67,983 ▼-0.6%394,1082.1%ETFNULVNuveen ESG Large-Cap Value ETF$10,963,790$88,592 ▼-0.8%270,7782.0%ETFVGLTVanguard Long-Term Treasury Index ETF$9,136,019$217,650 ▼-2.3%158,5841.7%ETFNULGNuveen ESG Large-Cap Growth ETF$8,384,247$34,835 ▼-0.4%107,1061.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$7,661,917$7,408,228 ▲2,920.2%139,0801.4%ManufacturingCVIECalvert International Responsible Index ETF$7,389,234$115,502 ▼-1.5%127,6301.4%ETFMCDMcDonald's$3,338,603$15,931 ▲0.5%10,6880.6%Retail/WholesaleVXUSVanguard Total International Stock ETF$2,459,3460.0%39,6030.5%ETFLFSTLifeStance Health Group$1,441,0310.0%216,3710.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$954,3950.0%10,1900.2%ETFSDYSPDR S&P Dividend ETF$952,544$4,477 ▲0.5%7,0210.2%ETFMSFTMicrosoft$861,657$384,085 ▲80.4%2,2950.2%Computer and TechnologyMETAMeta Platforms$805,190$145,245 ▼-15.3%1,3970.1%Computer and TechnologyIVViShares Core S&P 500 ETF$682,709$2,810 ▼-0.4%1,2150.1%ETFXLKTechnology Select Sector SPDR Fund$590,5330.0%2,8600.1%ETFSPYSPDR S&P 500 ETF Trust$485,586$41,398 ▼-7.9%8680.1%FinanceADIAnalog Devices$472,1090.0%2,3410.1%Computer and TechnologyIWBiShares Russell 1000 ETF$459,497$23,312 ▼-4.8%1,4980.1%ETFAMEAMETEK$438,441$5,336 ▼-1.2%2,5470.1%Computer and TechnologyIBMInternational Business Machines$427,991$6,466 ▲1.5%1,7210.1%Computer and TechnologyJNJJohnson & Johnson$418,139$20,069 ▲5.0%2,5210.1%MedicalGOOGLAlphabet$408,653$65,094 ▲18.9%2,6430.1%Computer and TechnologyBRK.BBerkshire Hathaway$360,024$13,847 ▲4.0%6760.1%FinanceVOOVanguard S&P 500 ETF$329,9300.0%6420.1%ETFUPWKUpwork$307,6020.0%23,5710.1%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$300,2920.0%3,6760.1%ManufacturingJPMJPMorgan Chase & Co.$289,755$68,697 ▲31.1%1,1810.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$260,0610.0%2,6290.0%FinanceAMZNAmazon.com$252,665$44,521 ▲21.4%1,3280.0%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$249,124$249,124 ▲New Holding7,1280.0%ManufacturingPGProcter & Gamble$234,748$30,686 ▲15.0%1,3770.0%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$231,6240.0%1,2000.0%ETFMRKMerck & Co., Inc.$210,936$22,440 ▲11.9%2,3500.0%MedicalPAYXPaychex$197,0160.0%1,2770.0%Business ServicesGOOGAlphabet$158,417$22,810 ▼-12.6%1,0140.0%Computer and TechnologyABBVAbbVie$158,188$4,400 ▲2.9%7550.0%MedicalCVXChevron$131,155$13,885 ▼-9.6%7840.0%EnergyNVDANVIDIA$123,666$99,171 ▲404.9%1,1410.0%Computer and TechnologyKOCoca-Cola$123,358$1,433 ▲1.2%1,7220.0%Consumer StaplesNSCNorfolk Southern$120,320$23,685 ▲24.5%5080.0%TransportationACNAccenture$120,1350.0%3850.0%Computer and TechnologyABTAbbott Laboratories$98,692$1,327 ▲1.4%7440.0%MedicalPEPPepsiCo$97,761$35,236 ▲56.4%6520.0%Consumer StaplesXOMExxon Mobil$89,554$22,953 ▼-20.4%7530.0%EnergyMAMastercard$59,745$4,933 ▲9.0%1090.0%Business ServicesVVisa$54,321$54,321 ▲New Holding1550.0%Business ServicesVZVerizon Communications$51,741$51,741 ▲New Holding1,1410.0%Computer and TechnologyLLYEli Lilly and Company$48,729$9,911 ▲25.5%590.0%MedicalUNHUnitedHealth Group$45,566$19,379 ▲74.0%870.0%MedicalAVGOBroadcom$34,825$29,802 ▲593.3%2080.0%Computer and TechnologyGEGE Aerospace$32,624$32,624 ▲New Holding1630.0%IndustrialsTSLATesla$15,809$10,626 ▲205.0%610.0%Auto/Tires/TrucksCSCOCisco Systems$12,836$926 ▲7.8%2080.0%Computer and TechnologyNFLXNetflix$6,528$6,528 ▲New Holding70.0%Consumer DiscretionaryHDHome Depot$3,298$3,298 ▲New Holding90.0%Retail/WholesaleAMGNAmgen$1,558$1,558 ▲New Holding50.0%MedicalAPHAmphenol$1,312$1,312 ▲New Holding200.0%Computer and TechnologyNEENextEra Energy$709$709 ▲New Holding100.0%UtilitiesVBVanguard Small-Cap ETF$0$221,960 ▼-100.0%00.0%ETFAMATApplied Materials$0$97,258 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$2,513 ▼-100.0%00.0%Computer and TechnologyADPAutomatic Data Processing$0$1,171 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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