O'Brien Wealth Partners LLC Purchases in Q3 2025

O'Brien Wealth Partners LLC

  • $658 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.23K
+ 2.73%
$433.97 - $484.08 $532K - $593K
46.1K $22.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.5K
+ 0.66%
$55.15 - $58.11 $303K - $319K
833K $47.9M
MSFT
Microsoft Corp

Technology
2.92K
+ 155.97%
$491.09 - $535.64 $1.43M - $1.56M
4.78K $2.48M
GOOG
Alphabet Inc.

Communication Services
5.95K
+ 571.66%
$175.16 - $255.24 $1.04M - $1.52M
6.99K $1.7M
LLY
Eli Lilly & CO

Healthcare
1.61K
+ 3421.28%
$625.65 - $812.69 $1.01M - $1.31M
1.66K $1.26M
CAT
Caterpillar Inc

Industrials
2.54K
New
$390.92 - $477.15 $991K - $1.21M
2.54K $1.21M
SPTL
Spdr Portfolio Long Term Treas

ETFs
25.9K
+ 2.82%
$25.67 - $27.21 $664K - $704K
944K $25.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.95K
+ 247.73%
$282.78 - $316.06 $835K - $933K
4.15K $1.31M
ORCL
Oracle Corp

Technology
3.03K
+ 15947.37%
$218.96 - $328.33 $663K - $995K
3.05K $857K
AMZN
Amazon Com Inc

Consumer Cyclical
3.63K
+ 262.4%
$211.65 - $238.24 $768K - $865K
5.01K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
1.77K
+ 11043.75%
$357.4 - $423.42 $632K - $748K
1.78K $722K
MCD
Mcdonalds Corp

Consumer Cyclical
1.78K
+ 16.62%
$291.67 - $316.99 $519K - $564K
12.5K $3.8M
GLW
Corning Inc

Technology
8.01K
New
$51.6 - $82.03 $413K - $657K
8.01K $657K
TXN
Texas Instruments Inc

Technology
3.09K
New
N/A
3.09K $601K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.14K
New
$265.78 - $299.3 $568K - $640K
2.14K $582K
ATR
Aptargroup, Inc.

Healthcare
4.34K
New
$130.82 - $161.82 $567K - $702K
4.34K $579K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
361
+ 5.15%
$567.77 - $614.76 $205K - $222K
7.37K $4.51M
ABBV
Abb Vie Inc.

Healthcare
2K
+ 269.95%
$184.85 - $231.54 $370K - $464K
2.75K $635K
RTX
Raytheon Technologies Corp

Industrials
2.89K
New
$144.19 - $167.33 $416K - $483K
2.89K $483K
ABT
Abbott Laboratories

Healthcare
3.51K
+ 445.49%
$120.51 - $136.62 $423K - $479K
4.29K $575K
CSCO
Cisco Systems, Inc.

Technology
6.79K
+ 222.17%
$66.2 - $71.79 $449K - $487K
9.84K $673K
AMGN
Amgen Inc

Healthcare
1.45K
+ 72450.0%
$271.18 - $309.22 $393K - $448K
1.45K $409K
MRK
Merck & Co., Inc.

Healthcare
3.19K
+ 149.77%
$77.6 - $87.37 $248K - $279K
5.32K $446K
KMB
Kimberly Clark Corp

Consumer Defensive
1.95K
New
$121.72 - $136.77 $237K - $266K
1.95K $242K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.67K
+ 1.03%
$54.21 - $57.41 $90.5K - $95.9K
164K $9.33M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.48K
+ 1.4%
$29.12 - $29.34 $160K - $161K
398K $11.7M
CARR
Carrier Global Corp

Industrials
2.88K
New
$58.75 - $80.73 $169K - $233K
2.88K $171K
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 74.18%
$150.47 - $161.22 $156K - $168K
2.44K $375K
LMT
Lockheed Martin Corp

Industrials
302
New
$410.74 - $499.21 $124K - $151K
302 $150K
JNJ
Johnson & Johnson

Healthcare
193
+ 7.73%
$155.17 - $185.42 $29.9K - $35.8K
2.69K $498K
TJX
Tjx Companies Inc

Consumer Cyclical
810
New
$121.35 - $144.54 $98.3K - $117K
810 $117K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 44.67%
$97.75 - $100.75 $106K - $109K
3.5K $350K
PEP
Pepsico Inc

Consumer Defensive
613
New
$133.81 - $152.16 $82K - $93.3K
613 $86K
PFE
Pfizer Inc

Healthcare
1.91K
New
$23.29 - $25.88 $44.4K - $49.4K
1.91K $48K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
35
+ 0.5%
$136.48 - $142.97 $4.78K - $5K
7.09K $993K
NVDA
Nvidia Corp

Technology
25
+ 2.41%
$153.3 - $186.58 $3.83K - $4.66K
1.06K $198K
V
Visa Inc.

Financial Services
71
+ 79.78%
$332.09 - $358.86 $23.6K - $25.5K
160 $54K
AVGO
Broadcom Inc.

Technology
36
+ 32.14%
$264.74 - $369.57 $9.53K - $13.3K
148 $48K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 30.99%
$915.95 - $994.57 $20.2K - $21.9K
93 $86K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.3%
$459.11 - $506.91 $918 - $1.01K
663 $333K
CVX
Chevron Corp

Energy
6
+ 0.89%
$145.57 - $161.83 $873 - $971
682 $105K
WMT
Walmart Inc.

Consumer Defensive
95
New
$94.4 - $104.27 $8.97K - $9.91K
95 $9K
XOM
Exxon Mobil Corp

Energy
25
+ 3.51%
$105.83 - $117.22 $2.65K - $2.93K
738 $83K
MS
Morgan Stanley

Financial Services
19
New
$139.09 - $161.16 $2.64K - $3.06K
19 $3K
VZ
Verizon Communications Inc

Communication Services
27
+ 2.26%
$40.84 - $45.06 $1.1K - $1.22K
1.22K $53K
Brookfield Corp
6.98K
New
N/A
6.98K $0
J P Morgan Exchange Traded F
952K
New
N/A
952K $0
ADP
Automatic Data Processing Inc

Industrials
2
+ 50.0%
$288.69 - $310.94 $577 - $622
6 $1K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.37%
$695.21 - $791.73 $1.39K - $1.58K
544 $399K
Activity Summary
Buys All Purchases 51 New Holdings 16 Increased Positions 35 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email