O'Brien Wealth Partners as of June 30, 2025
Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 87 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 9.7 | $62M | 456k | 135.04 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 9.4 | $60M | 826k | 72.69 | |
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 9.0 | $58M | 921k | 62.56 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 8.3 | $53M | 1.2M | 43.75 | |
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 8.1 | $52M | 1.8M | 28.86 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 7.2 | $46M | 828k | 55.10 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 6.3 | $40M | 1.4M | 28.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.3 | $40M | 132k | 303.93 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 4.0 | $26M | 748k | 34.18 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 3.8 | $24M | 918k | 26.58 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 3.4 | $22M | 282k | 76.54 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $20M | 45k | 438.40 | |
| Ishares Tr Russell 3000 Etf (IWV) | 2.8 | $18M | 51k | 351.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.7 | $17M | 41k | 424.58 | |
| Apple (AAPL) | 2.0 | $13M | 61k | 205.17 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.8 | $12M | 393k | 29.29 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.8 | $11M | 273k | 41.91 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.6 | $10M | 108k | 93.95 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.4 | $9.1M | 162k | 56.12 | |
| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 1.3 | $8.3M | 128k | 65.10 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.0 | $6.1M | 156k | 39.17 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $6.0M | 92k | 65.50 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.0M | 7.0k | 568.03 | |
| McDonald's Corporation (MCD) | 0.5 | $3.1M | 11k | 292.17 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.7M | 40k | 69.09 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 728800.00 | |
| Lifestance Health Group (LFST) | 0.2 | $1.1M | 216k | 5.17 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $958k | 7.1k | 135.74 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $957k | 10k | 93.87 | |
| Microsoft Corporation (MSFT) | 0.1 | $930k | 1.9k | 497.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $754k | 1.2k | 620.90 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $724k | 2.9k | 253.23 | |
| Analog Devices (ADI) | 0.1 | $558k | 2.3k | 238.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $533k | 862.00 | 617.85 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $509k | 1.5k | 339.57 | |
| International Business Machines (IBM) | 0.1 | $507k | 1.7k | 294.74 | |
| Ametek (AME) | 0.1 | $461k | 2.5k | 180.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $447k | 2.5k | 176.24 | |
| Meta Platforms Cl A (META) | 0.1 | $400k | 542.00 | 738.62 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $382k | 6.0k | 63.14 | |
| Johnson & Johnson (JNJ) | 0.1 | $382k | 2.5k | 152.73 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $346k | 1.2k | 289.92 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $328k | 3.7k | 89.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $321k | 661.00 | 485.77 | |
| Upwork (UPWK) | 0.0 | $317k | 24k | 13.44 | |
| Amazon (AMZN) | 0.0 | $303k | 1.4k | 219.39 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $273k | 1.2k | 227.10 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $240k | 2.4k | 99.20 | |
| Procter & Gamble Company (PG) | 0.0 | $223k | 1.4k | 159.33 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $212k | 566.00 | 374.97 | |
| Cisco Systems (CSCO) | 0.0 | $212k | 3.1k | 69.38 | |
| Paychex (PAYX) | 0.0 | $186k | 1.3k | 145.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $185k | 1.0k | 177.39 | |
| Merck & Co (MRK) | 0.0 | $169k | 2.1k | 79.16 | |
| NVIDIA Corporation (NVDA) | 0.0 | $164k | 1.0k | 158.00 | |
| Abbvie (ABBV) | 0.0 | $138k | 742.00 | 185.62 | |
| Coca-Cola Company (KO) | 0.0 | $123k | 1.7k | 70.73 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $116k | 388.00 | 298.89 | |
| Norfolk Southern (NSC) | 0.0 | $111k | 432.00 | 255.97 | |
| Abbott Laboratories (ABT) | 0.0 | $107k | 787.00 | 136.01 | |
| Chevron Corporation (CVX) | 0.0 | $97k | 676.00 | 143.19 | |
| Walt Disney Company (DIS) | 0.0 | $87k | 700.00 | 124.01 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $77k | 713.00 | 107.80 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $76k | 556.00 | 136.32 | |
| Costco Wholesale Corporation (COST) | 0.0 | $70k | 71.00 | 989.94 | |
| Verizon Communications (VZ) | 0.0 | $52k | 1.2k | 43.28 | |
| Eli Lilly & Co. (LLY) | 0.0 | $37k | 47.00 | 779.53 | |
| Booking Holdings (BKNG) | 0.0 | $35k | 6.00 | 5789.17 | |
| Ge Aerospace Com New (GE) | 0.0 | $33k | 129.00 | 257.39 | |
| Visa Com Cl A (V) | 0.0 | $32k | 89.00 | 355.04 | |
| Broadcom (AVGO) | 0.0 | $31k | 112.00 | 275.65 | |
| At&t (T) | 0.0 | $26k | 897.00 | 28.94 | |
| Tesla Motors (TSLA) | 0.0 | $25k | 79.00 | 317.66 | |
| UnitedHealth (UNH) | 0.0 | $24k | 77.00 | 311.97 | |
| Ge Vernova (GEV) | 0.0 | $20k | 37.00 | 529.16 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $12k | 22.00 | 561.95 | |
| Netflix (NFLX) | 0.0 | $12k | 9.00 | 1339.11 | |
| Amphenol Corp Cl A (APH) | 0.0 | $12k | 120.00 | 98.75 | |
| Eaton Corp SHS (ETN) | 0.0 | $9.3k | 26.00 | 357.00 | |
| Home Depot (HD) | 0.0 | $5.9k | 16.00 | 366.62 | |
| Oracle Corporation (ORCL) | 0.0 | $4.2k | 19.00 | 218.63 | |
| Intuit (INTU) | 0.0 | $3.2k | 4.00 | 787.75 | |
| Applied Materials (AMAT) | 0.0 | $2.0k | 11.00 | 183.09 | |
| Automatic Data Processing (ADP) | 0.0 | $1.2k | 4.00 | 308.50 | |
| AFLAC Incorporated (AFL) | 0.0 | $1.1k | 10.00 | 105.50 | |
| Nextera Energy (NEE) | 0.0 | $1.0k | 15.00 | 69.40 | |
| Amgen (AMGN) | 0.0 | $558.000000 | 2.00 | 279.00 |
