O'Brien Wealth Partners LLC Purchases and Sells in Q1 2025

O'Brien Wealth Partners LLC

$511 Million
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	134K + 2920.2%	$54.25 - $57.64 $7.3M - $7.75M	139K $7.66M
SPTL	10.6K + 1.16%	$25.54 - $27.64 $271K - $293K	928K $25.3M
MSFT	1.02K + 80.42%	$375.39 - $447.2 $384K - $457K	2.3K $861K
MCD	51 + 0.48%	$279.74 - $321.29 $14.3K - $16.4K	10.7K $3.34M
NVDA	915 + 404.87%	$106.98 - $149.43 $97.9K - $137K	1.14K $123K
JPM	280 + 31.08%	$225.19 - $279.95 $63.1K - $78.4K	1.18K $289K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGE	7.13K New	$32.74 - $36.2 $233K - $258K	7.13K $249K
V	155 New	$306.92 - $362.71 $47.6K - $56.2K	155 $54K
VZ	1.14K New	$37.81 - $46.49 $43.1K - $53K	1.14K $51K
GE	163 New	$168.59 - $212.13 $27.5K - $34.6K	163 $32K
NFLX	7 New	$828.4 - $1058.6 $5.8K - $7.41K	7 $6K
HD	9 New	$347.25 - $424.87 $3.13K - $3.82K	9 $3K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XCEM	-222K - 30.69%	$29.18 - $30.72 $6.46M - $6.81M	500K $14.8M
USMC	-38.7K - 4.01%	$55.72 - $63.13 $2.15M - $2.44M	925K $52.5M
ITOT	-8.06K - 1.71%	$120.29 - $134.6 $969K - $1.08M	463K $56.5M
VTI	-2.24K - 1.63%	$271.18 - $303.12 $607K - $678K	135K $37M
IWF	-2.05K - 4.69%	$360.07 - $417.26 $737K - $854K	41.6K $15M
AAPL	-8 - 0.01%	$209.68 - $247.1 $1.68K - $1.98K	61K $13.6M

Activity Summary All Purchases 37 New Holdings 9 Increased Positions 28 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.