O'Brien Wealth Partners LLC Purchases and Sells in Q2 2025

O'Brien Wealth Partners LLC

$607 Million
Q2 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XCEM	248K + 49.53%	$26.68 - $34.18 $6.61M - $8.47M	748K $25.6M
ESGE	149K + 2084.01%	$30.87 - $39.17 $4.59M - $5.82M	156K $6.1M
VOO	6.36K + 991.12%	$456.74 - $568.03 $2.91M - $3.61M	7.01K $3.98M
VUG	540 + 1.22%	$329.49 - $438.4 $178K - $237K	44.9K $19.7M
NULG	381 + 0.36%	$70.54 - $93.95 $26.9K - $35.8K	107K $10.1M
COWZ	5.62K + 0.68%	$47.46 - $55.3 $267K - $311K	828K $45.6M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HDEF	1.79M New	$24.63 - $29.39 $44.1M - $52.6M	1.79M $51.7M
VSGX	92K New	$52.84 - $65.52 $4.86M - $6.03M	92K $6.02M
BRK-A	2 New	$725400.0 - $809350.0 $1.45M - $1.62M	2 $1.46M
LPLA	566 New	$283.31 - $388.96 $160K - $220K	566 $212K
DIS	700 New	$81.72 - $124.01 $57.2K - $86.8K	700 $86K
PLTR	556 New	$74.01 - $144.25 $41.1K - $80.2K	556 $75K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	-133K - 95.66%	$50.08 - $63.14 $6.66M - $8.4M	6.04K $381K
AAPL	-278 - 0.46%	$172.42 - $223.89 $47.9K - $62.2K	60.8K $12.5M
SPTL	-9.79K - 1.06%	$25.48 - $27.78 $249K - $272K	918K $24.4M
META	-855 - 61.2%	$484.66 - $738.09 $414K - $631K	542 $400K
MA	-87 - 79.82%	$479.92 - $590.74 $41.8K - $51.4K	22 $12K
MRK	-220 - 9.36%	$73.47 - $87.12 $16.2K - $19.2K	2.13K $168K

Activity Summary All Purchases 44 New Holdings 16 Increased Positions 28 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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