O'Brien Wealth Partners LLC Purchases in Q1 2025

O'Brien Wealth Partners LLC

  • $511 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
134K
+ 2920.2%
$54.25 - $57.64 $7.3M - $7.75M
139K $7.66M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.6K
+ 1.16%
$25.54 - $27.64 $271K - $293K
928K $25.3M
MSFT
Microsoft Corp

Technology
1.02K
+ 80.42%
$375.39 - $447.2 $384K - $457K
2.3K $861K
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 0.48%
$279.74 - $321.29 $14.3K - $16.4K
10.7K $3.34M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.13K
New
$32.74 - $36.2 $233K - $258K
7.13K $249K
NVDA
Nvidia Corp

Technology
915
+ 404.87%
$106.98 - $149.43 $97.9K - $137K
1.14K $123K
JPM
Jpmorgan Chase & CO

Financial Services
280
+ 31.08%
$225.19 - $279.95 $63.1K - $78.4K
1.18K $289K
JNJ
Johnson & Johnson

Healthcare
121
+ 5.04%
$142.06 - $167.7 $17.2K - $20.3K
2.52K $418K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 4.0%
$442.66 - $534.52 $11.5K - $13.9K
676 $360K
IBM
International Business Machines Corp

Technology
26
+ 1.53%
$217.4 - $264.74 $5.65K - $6.88K
1.72K $427K
VZ
Verizon Communications Inc

Communication Services
1.14K
New
$37.81 - $46.49 $43.1K - $53K
1.14K $51K
PEP
Pepsico Inc

Consumer Defensive
235
+ 56.35%
$142.64 - $156.42 $33.5K - $36.8K
652 $97K
PG
Procter & Gamble CO

Consumer Defensive
180
+ 15.04%
$158.56 - $176.26 $28.5K - $31.7K
1.38K $234K
GE
General Electric CO

Industrials
163
New
$168.59 - $212.13 $27.5K - $34.6K
163 $32K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
33
+ 0.47%
$128.74 - $138.67 $4.25K - $4.58K
7.02K $952K
AVGO
Broadcom Inc.

Technology
178
+ 593.33%
$167.43 - $244.7 $29.8K - $43.6K
208 $34K
ABBV
Abb Vie Inc.

Healthcare
21
+ 2.86%
$169.2 - $216.66 $3.55K - $4.55K
755 $158K
NSC
Norfolk Southern Corp

Industrials
100
+ 24.51%
$227.69 - $259.76 $22.8K - $26K
508 $120K
UNH
Unitedhealth Group Inc

Healthcare
37
+ 74.0%
$461.52 - $548.18 $17.1K - $20.3K
87 $45K
KO
Coca Cola CO

Consumer Defensive
20
+ 1.18%
$60.81 - $72.32 $1.22K - $1.45K
1.72K $123K
ABT
Abbott Laboratories

Healthcare
10
+ 1.36%
$111.1 - $140.22 $1.11K - $1.4K
744 $98K
AMZN
Amazon Com Inc

Consumer Cyclical
234
+ 21.39%
$190.26 - $242.06 $44.5K - $56.6K
1.33K $252K
LLY
Eli Lilly & CO

Healthcare
12
+ 25.53%
$725.72 - $929.72 $8.71K - $11.2K
59 $48K
MA
Mastercard Inc

Financial Services
9
+ 9.0%
$504.67 - $576.31 $4.54K - $5.19K
109 $59K
TSLA
Tesla, Inc.

Consumer Cyclical
41
+ 205.0%
$222.15 - $428.22 $9.11K - $17.6K
61 $15K
NFLX
Netflix Inc

Communication Services
7
New
$828.4 - $1058.6 $5.8K - $7.41K
7 $6K
HD
Home Depot, Inc.

Consumer Cyclical
9
New
$347.25 - $424.87 $3.13K - $3.82K
9 $3K
MRK
Merck & Co., Inc.

Healthcare
250
+ 11.9%
$83.01 - $101.02 $20.8K - $25.3K
2.35K $210K
CSCO
Cisco Systems, Inc.

Technology
15
+ 7.77%
$58.74 - $64.87 $881 - $973
208 $12K
AMGN
Amgen Inc

Healthcare
5
New
$258.59 - $327.36 $1.29K - $1.64K
5 $1K
APH
Amphenol Corp

Technology
20
New
$61.62 - $78.55 $1.23K - $1.57K
20 $1K
NEE
Nextera Energy Inc

Utilities
10
New
$66.96 - $76.16 $670 - $762
10 $0
GOOGL
Alphabet Inc.

Communication Services
421
+ 18.95%
$154.33 - $206.19 $65K - $86.8K
2.64K $408K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.02K
+ 0.49%
$53.6 - $58.97 $216K - $237K
822K $45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.5K
+ 2.03%
$64.88 - $72.1 $1.13M - $1.26M
878K $57.7M
VUG
Vanguard Growth ETF

ETFs
44
+ 0.1%
$369.1 - $427.61 $16.2K - $18.8K
44.4K $16.5M
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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