O'Brien Wealth Partners LLC Purchases and Sells in Q3 2025

O'Brien Wealth Partners LLC

$658 Million
Q3 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.23K + 2.73%	$433.97 - $484.08 $532K - $593K	46.1K $22.1M
COWZ	5.5K + 0.66%	$55.15 - $58.11 $303K - $319K	833K $47.9M
MSFT	2.92K + 155.97%	$491.09 - $535.64 $1.43M - $1.56M	4.78K $2.48M
GOOG	5.95K + 571.66%	$175.16 - $255.24 $1.04M - $1.52M	6.99K $1.7M
LLY	1.61K + 3421.28%	$625.65 - $812.69 $1.01M - $1.31M	1.66K $1.26M
SPTL	25.9K + 2.82%	$25.67 - $27.21 $664K - $704K	944K $25.4M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	2.54K New	$390.92 - $477.15 $991K - $1.21M	2.54K $1.21M
GLW	8.01K New	$51.6 - $82.03 $413K - $657K	8.01K $657K
TXN	3.09K New	N/A	3.09K $601K
APD	2.14K New	$265.78 - $299.3 $568K - $640K	2.14K $582K
ATR	4.34K New	$130.82 - $161.82 $567K - $702K	4.34K $579K
RTX	2.89K New	$144.19 - $167.33 $416K - $483K	2.89K $483K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LFST	-38K - 17.56%	$3.79 - $5.63 $144K - $214K	178K $981K
NSC	-197 - 45.6%	$259.49 - $300.41 $51.1K - $59.2K	235 $70K
KO	-3 - 0.17%	$65.67 - $71.67 $197 - $215	1.73K $114K
UNH	-15 - 19.48%	$237.77 - $353.61 $3.57K - $5.3K	62 $21K
AMAT	-6 - 54.55%	$156.25 - $204.95 $938 - $1.23K	5 $1K
AFL	-1 - 10.0%	$98.09 - $111.7 $98.1 - $112	9 $1K

Activity Summary All Purchases 51 New Holdings 16 Increased Positions 35 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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