O'Brien Wealth Partners LLC Purchases in Q4 2024

O'Brien Wealth Partners LLC

  • $527 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMC
Principal ETF U S Mega Cap

ETFs
133K
+ 15.99%
$56.37 - $61.98 $7.49M - $8.23M
964K $57.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
105K
+ 13.93%
$66.77 - $71.52 $7.02M - $7.52M
860K $59.3M
AAPL
Apple Inc.

Technology
24.6K
+ 67.73%
$221.69 - $259.02 $5.46M - $6.38M
61K $15.3M
VTI
Vanguard Total Stock Market Et

ETFs
15.3K
+ 12.59%
$280.04 - $302.45 $4.29M - $4.64M
137K $39.7M
VUG
Vanguard Growth ETF

ETFs
4.34K
+ 10.85%
$378.79 - $428.11 $1.64M - $1.86M
44.3K $18.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
146K
+ 11.64%
$27.8 - $29.05 $4.07M - $4.25M
1.4M $39.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
39.6K
New
$58.88 - $64.8 $2.33M - $2.57M
39.6K $2.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
40.1K
+ 5.15%
$56.06 - $61.35 $2.25M - $2.46M
818K $46.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
129K
+ 16.34%
$26.05 - $29.17 $3.36M - $3.76M
917K $24M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
43.2K
+ 3.64%
$40.97 - $42.66 $1.77M - $1.84M
1.23M $50.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
642
New
$521.84 - $558.82 $335K - $359K
642 $345K
XLK
Technology Sector Spdr

ETFs
1.08K
+ 60.4%
$220.26 - $241.44 $237K - $260K
2.86K $665K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.61K
New
$55.45 - $61.08 $255K - $281K
4.61K $255K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$161.86 - $196.66 $162 - $197
2.22K $420K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
634
+ 31.78%
$96.64 - $101.23 $61.3K - $64.2K
2.63K $254K
NVDA
Nvidia Corp

Technology
36
+ 18.95%
$117.0 - $148.88 $4.21K - $5.36K
226 $30K
ADP
Automatic Data Processing Inc

Industrials
4
New
$280.08 - $307.97 $1.12K - $1.23K
4 $1K
Morgan Stanley ETF Trust
18K
+ 6.86%
N/A
280K $0
Morgan Stanley ETF Trust
4.35K
+ 3.47%
N/A
130K $0
IBM
International Business Machines Corp

Technology
10
+ 0.59%
$204.9 - $238.04 $2.05K - $2.38K
1.7K $372K
XCEM
Columbia ETF Tr Ii

ETFs
65.7K
+ 10.01%
$29.6 - $32.67 $1.94M - $2.15M
722K $21.4M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.01%
$288.47 - $316.54 $288 - $317
10.6K $3.08M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.39K
+ 2.4%
$38.96 - $43.28 $249K - $276K
273K $10.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
9.46K
+ 6.19%
$55.1 - $61.74 $521K - $584K
162K $8.99M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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