O'Brien Wealth Partners

O'Brien Wealth Partners as of March 31, 2025

Portfolio Holdings for O'Brien Wealth Partners

O'Brien Wealth Partners holds 72 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.7 $58M 878k 65.76
Ishares Tr Core S&p Ttl Stk (ITOT) 10.5 $57M 463k 122.01
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 9.8 $53M 1.2M 43.30
Principal Exchange Traded Us Mega Cp Etf (USMC) 9.8 $53M 925k 56.78
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.4 $45M 822k 54.76
Spdr Ser Tr Portfli Intrmdit (SPTI) 7.5 $40M 1.4M 28.58
Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $37M 135k 274.84
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.7 $25M 928k 27.26
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 3.6 $19M 277k 68.94
Vanguard Index Fds Growth Etf (VUG) 3.1 $17M 44k 370.82
Ishares Tr Russell 3000 Etf (IWV) 3.0 $16M 51k 317.64
Ishares Tr Rus 1000 Grw Etf (IWF) 2.8 $15M 42k 361.09
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 2.8 $15M 500k 29.54
Apple (AAPL) 2.5 $14M 61k 222.13
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.1 $12M 394k 29.24
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 2.0 $11M 271k 40.49
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.7 $9.1M 159k 57.61
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.6 $8.4M 107k 78.28
Ishares Msci Emrg Chn (EMXC) 1.4 $7.7M 139k 55.09
Morgan Stanley Etf Trust Calvert Internat (CVIE) 1.4 $7.4M 128k 57.90
McDonald's Corporation (MCD) 0.6 $3.3M 11k 312.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.5M 40k 62.10
Lifestance Health Group (LFST) 0.3 $1.4M 216k 6.66
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $954k 10k 93.66
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $953k 7.0k 135.67
Microsoft Corporation (MSFT) 0.2 $862k 2.3k 375.45
Meta Platforms Cl A (META) 0.1 $805k 1.4k 576.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $683k 1.2k 561.90
Select Sector Spdr Tr Technology (XLK) 0.1 $591k 2.9k 206.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $486k 868.00 559.43
Analog Devices (ADI) 0.1 $472k 2.3k 201.67
Ishares Tr Rus 1000 Etf (IWB) 0.1 $460k 1.5k 306.74
Ametek (AME) 0.1 $438k 2.5k 172.14
International Business Machines (IBM) 0.1 $428k 1.7k 248.69
Johnson & Johnson (JNJ) 0.1 $418k 2.5k 165.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $409k 2.6k 154.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $360k 676.00 532.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $330k 642.00 513.91
Upwork (UPWK) 0.1 $308k 24k 13.05
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $300k 3.7k 81.69
JPMorgan Chase & Co. (JPM) 0.1 $290k 1.2k 245.35
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $260k 2.6k 98.92
Amazon (AMZN) 0.0 $253k 1.3k 190.26
Ishares Esg Awr Msci Em (ESGE) 0.0 $249k 7.1k 34.95
Procter & Gamble Company (PG) 0.0 $235k 1.4k 170.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $232k 1.2k 193.02
Merck & Co (MRK) 0.0 $211k 2.4k 89.76
Paychex (PAYX) 0.0 $197k 1.3k 154.28
Alphabet Cap Stk Cl C (GOOG) 0.0 $158k 1.0k 156.23
Abbvie (ABBV) 0.0 $158k 755.00 209.52
Chevron Corporation (CVX) 0.0 $131k 784.00 167.29
NVIDIA Corporation (NVDA) 0.0 $124k 1.1k 108.38
Coca-Cola Company (KO) 0.0 $123k 1.7k 71.64
Norfolk Southern (NSC) 0.0 $120k 508.00 236.85
Accenture Plc Ireland Shs Class A (ACN) 0.0 $120k 385.00 312.04
Abbott Laboratories (ABT) 0.0 $99k 744.00 132.65
Pepsi (PEP) 0.0 $98k 652.00 149.94
Exxon Mobil Corporation (XOM) 0.0 $90k 753.00 118.93
Mastercard Incorporated Cl A (MA) 0.0 $60k 109.00 548.12
Visa Com Cl A (V) 0.0 $54k 155.00 350.46
Verizon Communications (VZ) 0.0 $52k 1.1k 45.35
Eli Lilly & Co. (LLY) 0.0 $49k 59.00 825.92
UnitedHealth (UNH) 0.0 $46k 87.00 523.75
Broadcom (AVGO) 0.0 $35k 208.00 167.43
Ge Aerospace Com New (GE) 0.0 $33k 163.00 200.15
Tesla Motors (TSLA) 0.0 $16k 61.00 259.16
Cisco Systems (CSCO) 0.0 $13k 208.00 61.71
Netflix (NFLX) 0.0 $6.5k 7.00 932.57
Home Depot (HD) 0.0 $3.3k 9.00 366.44
Amgen (AMGN) 0.0 $1.6k 5.00 311.60
Amphenol Corp Cl A (APH) 0.0 $1.3k 20.00 65.60
Nextera Energy (NEE) 0.0 $709.000000 10.00 70.90