O'brien Wealth Partners LLC Top Holdings and 13F Report (2025) About O'brien Wealth Partners LLCInvestment ActivityO'brien Wealth Partners LLC has $738.34 million in total holdings as of September 30, 2025.O'brien Wealth Partners LLC owns shares of 97 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.09% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, O'brien Wealth Partners LLC has purchased 87 new stocks and bought additional shares in 35 stocks.O'brien Wealth Partners LLC sold shares of 26 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $65,745,203SPDR Portfolio S&P 500 ETF $64,087,315Principal U.S. Mega-Cap ETF $61,774,168Xtrackers MSCI EAFE Hedged Equity ETF $56,168,358Xtrackers MSCI EAFE High Dividend Yield Equity ETF $52,515,288 Largest New Holdings this Quarter 46654Q575 - J P MORGAN EXCHANGE TRADED F $48,562,179 Holding149123101 - Caterpillar $1,209,575 Holding219350105 - Corning $657,306 Holding009158106 - Air Products and Chemicals $582,803 Holding038336103 - AptarGroup $579,817 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 952,200 shares (about $48.56M)Microsoft 2,915 shares (about $1.51M)Alphabet 5,951 shares (about $1.45M)Eli Lilly and Company 1,608 shares (about $1.23M)Caterpillar 2,535 shares (about $1.21M) Largest Sales this Quarter Principal U.S. Mega-Cap ETF 14,383 shares (about $980.53K)iShares Core S&P Total U.S. Stock Market ETF 4,956 shares (about $721.84K)iShares Russell 1000 Growth ETF 1,330 shares (about $622.99K)SPDR Portfolio S&P 500 ETF 7,890 shares (about $618.10K)Calvert International Responsible Index ETF 6,690 shares (about $456.46K) 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$65,745,203$721,841 ▼-1.1%451,3928.9%ETFSPLGSPDR Portfolio S&P 500 ETF$64,087,315$618,103 ▼-1.0%818,0668.7%ETFUSMCPrincipal U.S. Mega-Cap ETF$61,774,168$980,534 ▼-1.6%906,1378.4%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$56,168,358$69,398 ▼-0.1%1,210,0037.6%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$52,515,288$179,521 ▼-0.3%1,785,0207.1%ETFJ P MORGAN EXCHANGE TRADED F$48,562,179$48,562,179 ▲New Holding952,2006.6%MORTGAGE BACKEDCOWZPacer US Cash Cows 100 ETF$47,881,844$315,913 ▲0.7%833,1626.5%ETFVTIVanguard Total Stock Market ETF$43,308,918$152,927 ▼-0.4%131,9715.9%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$41,028,685$591,930 ▲1.5%1,419,6785.6%ETFXCEMColumbia EM Core ex-China ETF$26,988,001$185,937 ▼-0.7%742,8573.7%ETFSPTLSPDR Portfolio Long Term Treasury ETF$25,435,930$697,278 ▲2.8%943,8193.4%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$22,787,774$262,393 ▼-1.1%278,3413.1%ETFVUGVanguard Growth ETF$22,132,363$587,997 ▲2.7%46,1473.0%ETFIWViShares Russell 3000 ETF$19,087,621$179,997 ▼-0.9%50,3712.6%ETFIWFiShares Russell 1000 Growth ETF$18,382,394$622,989 ▼-3.3%39,2442.5%ETFAAPLApple$15,461,637$7,639 ▼0.0%60,7222.1%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$11,758,159$184,161 ▼-1.5%268,2861.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$11,669,035$160,732 ▲1.4%397,9891.6%ETFNULGNuveen ESG Large-Cap Growth ETF$10,473,676$215,906 ▼-2.0%105,3161.4%ETFVGLTVanguard Long-Term Treasury ETF$9,329,815$94,956 ▲1.0%164,0841.3%ETFCVIECalvert International Responsible Index ETF$8,256,518$456,459 ▼-5.2%121,0101.1%ETFESGEiShares ESG Aware MSCI EM ETF$6,610,304$149,148 ▼-2.2%152,2410.9%ManufacturingVSGXVanguard ESG International Stock ETF$6,325,434$54,247 ▼-0.9%91,1840.9%ETFVOOVanguard S&P 500 ETF$4,510,791$221,069 ▲5.2%7,3660.6%ETFMCDMcDonald's$3,796,477$540,921 ▲16.6%12,4930.5%Retail/WholesaleVXUSVanguard Total International Stock ETF$2,909,2360.0%39,6030.4%ETFMSFTMicrosoft$2,477,866$1,509,820 ▲156.0%4,7840.3%Computer and TechnologyGOOGAlphabet$1,702,902$1,449,366 ▲571.7%6,9920.2%Computer and TechnologyBRK.ABerkshire Hathaway$1,508,4000.0%20.2%FinanceJPMJPMorgan Chase & Co.$1,307,494$931,491 ▲247.7%4,1450.2%FinanceLLYEli Lilly and Company$1,262,765$1,226,904 ▲3,421.3%1,6550.2%MedicalCATCaterpillar$1,209,575$1,209,575 ▲New Holding2,5350.2%IndustrialsAMZNAmazon.com$1,100,485$796,820 ▲262.4%5,0120.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$993,368$4,902 ▲0.5%7,0930.1%ETFLFSTLifeStance Health Group$981,041$209,000 ▼-17.6%178,3710.1%MedicalUSMViShares MSCI USA Min Vol Factor ETF$969,4770.0%10,1900.1%ETFORCLOracle$857,501$852,157 ▲15,947.4%3,0490.1%Computer and TechnologyIVViShares Core S&P 500 ETF$813,2000.0%1,2150.1%ETFXLKTechnology Select Sector SPDR Fund$806,1200.0%2,8600.1%ETFHDHome Depot$722,454$715,971 ▲11,043.8%1,7830.1%Retail/WholesaleCSCOCisco Systems$673,184$464,229 ▲222.2%9,8390.1%Computer and TechnologyGLWCorning$657,306$657,306 ▲New Holding8,0130.1%Computer and TechnologyABBVAbbVie$635,577$463,774 ▲269.9%2,7450.1%MedicalGOOGLAlphabet$610,498$5,592 ▼-0.9%2,5110.1%Computer and TechnologyAPDAir Products and Chemicals$582,803$582,803 ▲New Holding2,1370.1%Basic MaterialsATRAptarGroup$579,817$579,817 ▲New Holding4,3380.1%IndustrialsADIAnalog Devices$576,1670.0%2,3450.1%Computer and TechnologyABTAbbott Laboratories$575,004$469,593 ▲445.5%4,2930.1%MedicalTXNTexas Instruments$568,277$568,277 ▲New Holding3,0930.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$566,919$7,328 ▼-1.3%8510.1%FinanceIWBiShares Russell 1000 ETF$543,834$3,655 ▼-0.7%1,4880.1%ETFJNJJohnson & Johnson$498,923$35,783 ▲7.7%2,6910.1%MedicalIBMInternational Business Machines$487,557$1,975 ▲0.4%1,7280.1%Computer and TechnologyRTXRTX$483,167$483,167 ▲New Holding2,8880.1%AerospaceBNBrookfield$478,963$478,963 ▲New Holding6,9840.1%FinanceAMEAMETEK$478,8360.0%2,5470.1%Computer and TechnologyMRKMerck & Co., Inc.$446,508$267,737 ▲149.8%5,3200.1%MedicalUPWKUpwork$437,7130.0%23,5710.1%Computer and TechnologyAMGNAmgen$409,472$408,908 ▲72,450.0%1,4510.1%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$407,9630.0%6,0430.1%ManufacturingMETAMeta Platforms$399,316$1,468 ▲0.4%5440.1%Computer and TechnologyPGProcter & Gamble$375,172$159,778 ▲74.2%2,4420.1%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$350,975$108,370 ▲44.7%3,5010.0%FinanceESGDiShares ESG Aware MSCI EAFE ETF$341,7940.0%3,6760.0%ManufacturingBRK.BBerkshire Hathaway$333,317$1,005 ▲0.3%6630.0%FinanceKMBKimberly-Clark$242,214$242,214 ▲New Holding1,9480.0%Consumer StaplesNVDANVIDIA$198,346$4,665 ▲2.4%1,0630.0%Computer and TechnologyCARRCarrier Global$171,968$171,968 ▲New Holding2,8810.0%ConstructionPAYXPaychex$162,1260.0%1,2790.0%Computer and TechnologyLMTLockheed Martin$150,761$150,761 ▲New Holding3020.0%AerospaceTJXTJX Companies$117,077$117,077 ▲New Holding8100.0%Retail/WholesaleKOCocaCola$114,778$199 ▼-0.2%1,7310.0%Consumer StaplesCVXChevron$105,908$932 ▲0.9%6820.0%EnergyPEPPepsiCo$86,090$86,090 ▲New Holding6130.0%Consumer StaplesCOSTCostco Wholesale$86,084$20,364 ▲31.0%930.0%Retail/WholesaleXOMExxon Mobil$83,210$2,819 ▲3.5%7380.0%EnergyDISWalt Disney$80,1500.0%7000.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$78,623$22,802 ▼-22.5%4310.0%CL ANSCNorfolk Southern$70,596$59,180 ▼-45.6%2350.0%TransportationVVisa$54,621$24,238 ▲79.8%1600.0%Business ServicesVZVerizon Communications$53,802$1,187 ▲2.3%1,2240.0%Computer and TechnologyAVGOBroadcom$48,827$11,877 ▲32.1%1480.0%Computer and TechnologyPFEPfizer$48,590$48,590 ▲New Holding1,9070.0%MedicalGEGE Aerospace$38,8060.0%1290.0%AerospaceTSLATesla$35,1330.0%790.0%Auto/Tires/TrucksGE VERNOVA INC$22,7510.0%370.0%COMUNHUnitedHealth Group$21,409$5,180 ▼-19.5%620.0%MedicalAPHAmphenol$14,8500.0%1200.0%Computer and TechnologyMAMastercard$12,5140.0%220.0%Business ServicesNFLXNetflix$10,7900.0%90.0%Consumer DiscretionaryWMTWalmart$9,791$9,791 ▲New Holding950.0%Retail/WholesaleETNEaton$9,7310.0%260.0%IndustrialsMSMorgan Stanley$3,020$3,020 ▲New Holding190.0%FinanceADPAutomatic Data Processing$1,761$587 ▲50.0%60.0%Computer and TechnologyNEENextEra Energy$1,1320.0%150.0%UtilitiesAMATApplied Materials$1,024$1,229 ▼-54.5%50.0%Computer and TechnologyAFLAflac$1,005$112 ▼-10.0%90.0%FinanceQQQMInvesco NASDAQ 100 ETF$0$272,520 ▼-100.0%00.0%ETFLPLALPL Financial$0$212,233 ▼-100.0%00.0%FinanceACNAccenture$0$115,969 ▼-100.0%00.0%Computer and TechnologyShowing 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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