O'Brien Wealth Partners LLC Reduced Holdings in Q3 2025

O'Brien Wealth Partners LLC

  • $658 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LFST
Life Stance Health Group, Inc.

Healthcare
-38K
- 17.56%
$3.79 - $5.63 $144K - $214K
178K $981K
NSC
Norfolk Southern Corp

Industrials
-197
- 45.6%
$259.49 - $300.41 $51.1K - $59.2K
235 $70K
KO
Coca Cola CO

Consumer Defensive
-3
- 0.17%
$65.67 - $71.67 $197 - $215
1.73K $114K
UNH
Unitedhealth Group Inc

Healthcare
-15
- 19.48%
$237.77 - $353.61 $3.57K - $5.3K
62 $21K
AMAT
Applied Materials Inc

Technology
-6
- 54.55%
$156.25 - $204.95 $938 - $1.23K
5 $1K
Morgan Stanley ETF Trust
-3.21K
- 1.14%
N/A
278K $0
Morgan Stanley ETF Trust
-6.69K
- 5.24%
N/A
121K $0
AFL
Aflac Inc

Financial Services
-1
- 10.0%
$98.09 - $111.7 $98.1 - $112
9 $1K
PLTR
Palantir Technologies Inc.

Technology
-125
- 22.48%
$130.68 - $186.97 $16.3K - $23.4K
431 $78K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.28%
$617.65 - $666.84 $6.79K - $7.34K
851 $566K
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.91%
$174.36 - $254.72 $4.01K - $5.86K
2.51K $610K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-782
- 0.85%
$64.58 - $69.94 $50.5K - $54.7K
91.2K $6.33M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.2K
- 1.54%
$41.5 - $43.83 $174K - $184K
268K $11.8M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.17K
- 2.02%
$92.97 - $100.18 $202K - $217K
105K $10.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.44K
- 2.21%
$39.06 - $43.42 $134K - $149K
152K $6.61M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-6.1K
- 0.34%
$28.42 - $30.45 $173K - $186K
1.79M $52.5M
IWV
Ishares Russell 3000 ETF

ETFs
-475
- 0.93%
$351.04 - $379.81 $167K - $180K
50.4K $19.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.33K
- 3.28%
$420.11 - $472.68 $559K - $629K
39.2K $18.4M
XCEM
Columbia ETF Tr Ii

ETFs
-5.12K
- 0.68%
$33.85 - $36.86 $173K - $189K
743K $27M
AAPL
Apple Inc.

Technology
-30
- 0.05%
$202.38 - $256.87 $6.07K - $7.71K
60.7K $15.5M
VTI
Vanguard Total Stock Market Et

ETFs
-466
- 0.35%
$303.93 - $329.86 $142K - $154K
132K $43.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.5K
- 0.12%
$43.65 - $46.42 $65.3K - $69.4K
1.21M $56.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.89K
- 0.96%
$72.65 - $78.68 $573K - $621K
818K $64.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.96K
- 1.09%
$135.0 - $146.02 $669K - $724K
451K $65.7M
USMC
Principal ETF U S Mega Cap

ETFs
-14.4K
- 1.56%
$62.08 - $68.69 $893K - $988K
906K $61.8M
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
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email