O'Brien Wealth Partners LLC Incresed Positions 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
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
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20.5K
+ 1.46%
$28.38 - $29.05 $581K - $595K
1.42M $41M
MCD
Mcdonalds Corp

Consumer Cyclical
1.78K
+ 16.62%
$291.67 - $316.99 $519K - $564K
12.5K $3.8M
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 74.18%
$150.47 - $161.22 $156K - $168K
2.44K $375K
JNJ
Johnson & Johnson

Healthcare
193
+ 7.73%
$155.17 - $185.42 $29.9K - $35.8K
2.69K $498K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 44.67%
$97.75 - $100.75 $106K - $109K
3.5K $350K
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
XOM
Exxon Mobil Corp

Energy
25
+ 3.51%
$105.83 - $117.22 $2.65K - $2.93K
738 $83K
VZ
Verizon Communications Inc

Communication Services
27
+ 2.26%
$40.84 - $45.06 $1.1K - $1.22K
1.22K $53K
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
IBM
International Business Machines Corp

Technology
7
+ 0.41%
$234.77 - $292.47 $1.64K - $2.05K
1.73K $487K
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
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