O'brien Wealth Partners LLC Top Holdings and 13F Report (2025) About O'brien Wealth Partners LLCInvestment ActivityO'brien Wealth Partners LLC has $637.15 million in total holdings as of June 30, 2025.O'brien Wealth Partners LLC owns shares of 87 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 12.41% of the portfolio was purchased this quarter.About 2.58% of the portfolio was sold this quarter.This quarter, O'brien Wealth Partners LLC has purchased 72 new stocks and bought additional shares in 28 stocks.O'brien Wealth Partners LLC sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $61,625,296SPDR Portfolio S&P 500 ETF $60,038,775Principal U.S. Mega-Cap ETF $57,587,730Xtrackers MSCI EAFE Hedged Equity ETF $53,003,045Xtrackers MSCI EAFE High Dividend Yield Equity ETF $51,691,781 Largest New Holdings this Quarter 233051630 - Xtrackers MSCI EAFE High Dividend Yield Equity ETF $51,691,781 Holding921910725 - Vanguard ESG International Stock ETF $6,023,773 Holding084670108 - Berkshire Hathaway $1,457,600 Holding50212V100 - LPL Financial $212,233 Holding254687106 - Walt Disney $86,807 Holding Largest Purchases this Quarter Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1,791,122 shares (about $51.69M)Columbia EM Core ex-China ETF 247,750 shares (about $8.47M)Vanguard ESG International Stock ETF 91,966 shares (about $6.02M)iShares ESG Aware MSCI EM ETF 148,548 shares (about $5.82M)Vanguard S&P 500 ETF 6,363 shares (about $3.61M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 133,037 shares (about $8.40M)SPDR Portfolio S&P 500 ETF 51,847 shares (about $3.77M)iShares Core S&P Total U.S. Stock Market ETF 6,501 shares (about $877.90K)Vanguard Total Stock Market ETF 2,353 shares (about $715.15K)Meta Platforms 855 shares (about $631.52K) 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$61,625,296$877,896 ▼-1.4%456,3489.7%ETFSPLGSPDR Portfolio S&P 500 ETF$60,038,775$3,768,761 ▼-5.9%825,9569.4%ETFUSMCPrincipal U.S. Mega-Cap ETF$57,587,730$287,025 ▼-0.5%920,5209.0%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$53,003,045$213,850 ▼-0.4%1,211,4988.3%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$51,691,781$51,691,781 ▲New Holding1,791,1228.1%ETFCOWZPacer US Cash Cows 100 ETF$45,604,360$309,883 ▲0.7%827,6657.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$40,254,863$96,667 ▼-0.2%1,399,1966.3%ETFVTIVanguard Total Stock Market ETF$40,251,643$715,148 ▼-1.7%132,4376.3%ETFXCEMColumbia EM Core ex-China ETF$25,565,791$8,468,097 ▲49.5%747,9754.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$24,399,012$260,192 ▼-1.1%917,9463.8%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$21,549,538$316,570 ▲1.5%281,5463.4%ETFVUGVanguard Growth ETF$19,693,576$236,739 ▲1.2%44,9213.1%ETFIWViShares Russell 3000 ETF$17,846,940$102,843 ▼-0.6%50,8462.8%ETFIWFiShares Russell 1000 Growth ETF$17,226,985$418,638 ▼-2.4%40,5742.7%ETFAAPLApple$12,464,536$57,037 ▼-0.5%60,7522.0%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$11,496,517$46,893 ▼-0.4%392,5071.8%ETFNULVNuveen ESG Large-Cap Value ETF$11,421,324$71,675 ▲0.6%272,4881.8%ETFNULGNuveen ESG Large-Cap Growth ETF$10,098,404$35,795 ▲0.4%107,4871.6%ETFVGLTVanguard Long-Term Treasury ETF$9,114,665$214,939 ▲2.4%162,4141.4%ETFCVIECalvert International Responsible Index ETF$8,313,124$4,557 ▲0.1%127,7001.3%ETFESGEiShares ESG Aware MSCI EM ETF$6,097,829$5,818,625 ▲2,084.0%155,6761.0%ManufacturingVSGXVanguard ESG International Stock ETF$6,023,773$6,023,773 ▲New Holding91,9660.9%ETFVOOVanguard S&P 500 ETF$3,979,050$3,614,375 ▲991.1%7,0050.6%ETFMCDMcDonald's$3,130,006$7,304 ▲0.2%10,7130.5%Retail/WholesaleVXUSVanguard Total International Stock ETF$2,736,1710.0%39,6030.4%ETFBRK.ABerkshire Hathaway$1,457,600$1,457,600 ▲New Holding20.2%FinanceLFSTLifeStance Health Group$1,118,6380.0%216,3710.2%MedicalSDYSPDR S&P Dividend ETF$958,030$5,022 ▲0.5%7,0580.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$956,5350.0%10,1900.2%ETFMSFTMicrosoft$929,502$211,861 ▼-18.6%1,8690.1%Computer and TechnologyIVViShares Core S&P 500 ETF$754,3940.0%1,2150.1%ETFXLKTechnology Select Sector SPDR Fund$724,2380.0%2,8600.1%ETFADIAnalog Devices$558,157$952 ▲0.2%2,3450.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$532,587$3,707 ▼-0.7%8620.1%FinanceIWBiShares Russell 1000 ETF$508,6760.0%1,4980.1%ETFIBMInternational Business Machines$507,2460.0%1,7210.1%Computer and TechnologyAMEAMETEK$460,9050.0%2,5470.1%Computer and TechnologyGOOGLAlphabet$446,600$19,210 ▼-4.1%2,5340.1%Computer and TechnologyMETAMeta Platforms$400,334$631,523 ▼-61.2%5420.1%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$381,555$8,399,956 ▼-95.7%6,0430.1%ManufacturingJNJJohnson & Johnson$381,512$3,513 ▼-0.9%2,4980.1%MedicalJPMJPMorgan Chase & Co.$345,580$3,189 ▲0.9%1,1920.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$327,9730.0%3,6760.1%ManufacturingBRK.BBerkshire Hathaway$321,094$7,287 ▼-2.2%6610.1%FinanceUPWKUpwork$316,7940.0%23,5710.0%Computer and TechnologyAMZNAmazon.com$303,416$12,066 ▲4.1%1,3830.0%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$272,5200.0%1,2000.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$240,064$20,733 ▼-7.9%2,4200.0%FinancePGProcter & Gamble$223,380$3,983 ▲1.8%1,4020.0%Consumer StaplesLPLALPL Financial$212,233$212,233 ▲New Holding5660.0%FinanceCSCOCisco Systems$211,887$197,456 ▲1,368.3%3,0540.0%Computer and TechnologyPAYXPaychex$186,043$291 ▲0.2%1,2790.0%Computer and TechnologyGOOGAlphabet$184,663$4,790 ▲2.7%1,0410.0%Computer and TechnologyMRKMerck & Co., Inc.$168,611$17,415 ▼-9.4%2,1300.0%MedicalNVDANVIDIA$164,002$16,274 ▼-9.0%1,0380.0%Computer and TechnologyABBVAbbVie$137,730$2,413 ▼-1.7%7420.0%MedicalKOCocaCola$122,647$849 ▲0.7%1,7340.0%Consumer StaplesACNAccenture$115,969$897 ▲0.8%3880.0%Computer and TechnologyNSCNorfolk Southern$110,579$19,454 ▼-15.0%4320.0%TransportationABTAbbott Laboratories$107,040$5,848 ▲5.8%7870.0%MedicalCVXChevron$96,796$15,464 ▼-13.8%6760.0%EnergyDISWalt Disney$86,807$86,807 ▲New Holding7000.0%Consumer DiscretionaryXOMExxon Mobil$76,861$4,312 ▼-5.3%7130.0%EnergyPALANTIR TECHNOLOGIES INC$75,794$75,794 ▲New Holding5560.0%CL ACOSTCostco Wholesale$70,286$70,286 ▲New Holding710.0%Retail/WholesaleVZVerizon Communications$51,805$2,424 ▲4.9%1,1970.0%Computer and TechnologyLLYEli Lilly and Company$36,638$9,354 ▼-20.3%470.0%MedicalBKNGBooking$34,735$34,735 ▲New Holding60.0%Retail/WholesaleGEGE Aerospace$33,203$8,751 ▼-20.9%1290.0%AerospaceVVisa$31,599$23,433 ▼-42.6%890.0%Business ServicesAVGOBroadcom$30,873$26,463 ▼-46.2%1120.0%Computer and TechnologyTAT&T$25,959$25,959 ▲New Holding8970.0%Computer and TechnologyTSLATesla$25,095$5,718 ▲29.5%790.0%Auto/Tires/TrucksUNHUnitedHealth Group$24,022$3,120 ▼-11.5%770.0%MedicalGE VERNOVA INC$19,579$19,579 ▲New Holding370.0%COMMAMastercard$12,363$48,890 ▼-79.8%220.0%Business ServicesNFLXNetflix$12,052$2,678 ▲28.6%90.0%Consumer DiscretionaryAPHAmphenol$11,850$9,875 ▲500.0%1200.0%Computer and TechnologyETNEaton$9,282$9,282 ▲New Holding260.0%IndustrialsHDHome Depot$5,866$2,566 ▲77.8%160.0%Retail/WholesaleORCLOracle$4,154$4,154 ▲New Holding190.0%Computer and TechnologyINTUIntuit$3,151$3,151 ▲New Holding40.0%Computer and TechnologyAMATApplied Materials$2,014$2,014 ▲New Holding110.0%Computer and TechnologyADPAutomatic Data Processing$1,234$1,234 ▲New Holding40.0%Computer and TechnologyAFLAflac$1,055$1,055 ▲New Holding100.0%FinanceNEENextEra Energy$1,041$347 ▲50.0%150.0%UtilitiesAMGNAmgen$558$837 ▼-60.0%20.0%MedicalPEPPepsiCo$0$97,761 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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