O'Brien Wealth Partners LLC Incresed Positions in Q2 2025

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
248K
+ 49.53%
$26.68 - $34.18 $6.61M - $8.47M
748K $25.6M
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
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
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.93%
$210.28 - $289.91 $2.31K - $3.19K
1.19K $345K
GOOG
Alphabet Inc.

Communication Services
27
+ 2.66%
$146.58 - $180.01 $3.96K - $4.86K
1.04K $184K
APH
Amphenol Corp

Technology
100
+ 500.0%
$59.09 - $98.75 $5.91K - $9.88K
120 $11K
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 29.51%
$221.86 - $362.89 $3.99K - $6.53K
79 $25K
ABT
Abbott Laboratories

Healthcare
43
+ 5.78%
$123.95 - $138.08 $5.33K - $5.94K
787 $107K
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
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 77.78%
$335.24 - $380.78 $2.35K - $2.67K
16 $5K
NEE
Nextera Energy Inc

Utilities
5
+ 50.0%
$64.11 - $75.0 $321 - $375
15 $1K
Morgan Stanley ETF Trust
4.14K
+ 1.49%
N/A
282K $0
Morgan Stanley ETF Trust
70
+ 0.05%
N/A
128K $0
VZ
Verizon Communications Inc

Communication Services
56
+ 4.91%
$41.67 - $45.62 $2.33K - $2.55K
1.2K $51K
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
PAYX
Paychex Inc

Industrials
2
+ 0.16%
$137.01 - $159.78 $274 - $320
1.28K $186K
PG
Procter & Gamble CO

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