O'Brien Wealth Partners LLC Purchases in Q2 2025

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.79M
New
$24.63 - $29.39 $44.1M - $52.6M
1.79M $51.7M
XCEM
Columbia ETF Tr Ii

ETFs
248K
+ 49.53%
$26.68 - $34.18 $6.61M - $8.47M
748K $25.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
92K
New
$52.84 - $65.52 $4.86M - $6.03M
92K $6.02M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
149K
+ 2084.01%
$30.87 - $39.17 $4.59M - $5.82M
156K $6.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.36K
+ 991.12%
$456.74 - $568.03 $2.91M - $3.61M
7.01K $3.98M
VUG
Vanguard Growth ETF

ETFs
540
+ 1.22%
$329.49 - $438.4 $178K - $237K
44.9K $19.7M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
381
+ 0.36%
$70.54 - $93.95 $26.9K - $35.8K
107K $10.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$725400.0 - $809350.0 $1.45M - $1.62M
2 $1.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.62K
+ 0.68%
$47.46 - $55.3 $267K - $311K
828K $45.6M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.71K
+ 0.63%
$36.02 - $41.92 $61.6K - $71.7K
272K $11.4M
CSCO
Cisco Systems, Inc.

Technology
2.85K
+ 1368.27%
$53.19 - $69.38 $151K - $197K
3.05K $211K
ADI
Analog Devices Inc

Technology
4
+ 0.17%
$164.6 - $238.02 $658 - $952
2.35K $558K
DIS
Walt Disney CO

Communication Services
700
New
$81.72 - $124.01 $57.2K - $86.8K
700 $86K
PLTR
Palantir Technologies Inc.

Technology
556
New
$74.01 - $144.25 $41.1K - $80.2K
556 $75K
COST
Costco Wholesale Corp

Consumer Defensive
71
New
$908.13 - $1056.85 $64.5K - $75K
71 $70K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.93%
$210.28 - $289.91 $2.31K - $3.19K
1.19K $345K
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 4.14%
$167.32 - $223.3 $9.2K - $12.3K
1.38K $303K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
New
$4164.15 - $5789.24 $25K - $34.7K
6 $34K
GOOG
Alphabet Inc.

Communication Services
27
+ 2.66%
$146.58 - $180.01 $3.96K - $4.86K
1.04K $184K
T
At&T Inc.

Communication Services
897
New
$26.33 - $28.94 $23.6K - $26K
897 $25K
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 29.51%
$221.86 - $362.89 $3.99K - $6.53K
79 $25K
APH
Amphenol Corp

Technology
100
+ 500.0%
$59.09 - $98.75 $5.91K - $9.88K
120 $11K
ABT
Abbott Laboratories

Healthcare
43
+ 5.78%
$123.95 - $138.08 $5.33K - $5.94K
787 $107K
ETN
Eaton Corp PLC

Industrials
26
New
$246.52 - $356.99 $6.41K - $9.28K
26 $9K
NFLX
Netflix Inc

Communication Services
2
+ 28.57%
$855.86 - $1339.13 $1.71K - $2.68K
9 $12K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
37
+ 0.53%
$121.58 - $136.74 $4.5K - $5.06K
7.06K $957K
ORCL
Oracle Corp

Technology
19
New
$122.82 - $218.63 $2.33K - $4.15K
19 $4K
INTU
Intuit Inc

Technology
4
New
$544.07 - $787.63 $2.18K - $3.15K
4 $3K
AMAT
Applied Materials Inc

Technology
11
New
$126.95 - $183.52 $1.4K - $2.02K
11 $2K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 77.78%
$335.24 - $380.78 $2.35K - $2.67K
16 $5K
ADP
Automatic Data Processing Inc

Industrials
4
New
$276.76 - $326.81 $1.11K - $1.31K
4 $1K
AFL
Aflac Inc

Financial Services
10
New
$99.77 - $112.45 $998 - $1.12K
10 $1K
NEE
Nextera Energy Inc

Utilities
5
+ 50.0%
$64.11 - $75.0 $321 - $375
15 $1K
VZ
Verizon Communications Inc

Communication Services
56
+ 4.91%
$41.67 - $45.62 $2.33K - $2.55K
1.2K $51K
Morgan Stanley ETF Trust
70
+ 0.05%
N/A
128K $0
Morgan Stanley ETF Trust
4.14K
+ 1.49%
N/A
282K $0
Ge Vernova Inc
37
New
N/A
37 $0
KO
Coca Cola CO

Consumer Defensive
12
+ 0.7%
$68.37 - $73.9 $820 - $887
1.73K $122K
ACN
Accenture PLC

Technology
3
+ 0.78%
$279.23 - $323.21 $838 - $970
388 $115K
PG
Procter & Gamble CO

Consumer Defensive
25
+ 1.82%
$157.66 - $172.39 $3.94K - $4.31K
1.4K $223K
PAYX
Paychex Inc

Industrials
2
+ 0.16%
$137.01 - $159.78 $274 - $320
1.28K $186K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.83K
+ 2.42%
$53.66 - $58.71 $206K - $225K
162K $9.11M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.23%
$285.55 - $321.23 $7.14K - $8.03K
10.7K $3.13M
Activity Summary
Buys All Purchases 44 New Holdings 16 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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