O'Brien Wealth Partners LLC Sells in Q1 2025

O'Brien Wealth Partners LLC

  • $511 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
-222K
- 30.69%
$29.18 - $30.72 $6.46M - $6.81M
500K $14.8M
USMC
Principal ETF U S Mega Cap

ETFs
-38.7K
- 4.01%
$55.72 - $63.13 $2.15M - $2.44M
925K $52.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8.06K
- 1.71%
$120.29 - $134.6 $969K - $1.08M
463K $56.5M
VTI
Vanguard Total Stock Market Et

ETFs
-2.24K
- 1.63%
$271.18 - $303.12 $607K - $678K
135K $37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.05K
- 4.69%
$360.07 - $417.26 $737K - $854K
41.6K $15M
AAPL
Apple Inc.

Technology
-8
- 0.01%
$209.68 - $247.1 $1.68K - $1.98K
61K $13.6M
IWV
Ishares Russell 3000 ETF

ETFs
-276
- 0.54%
$313.1 - $349.83 $86.4K - $96.6K
51.1K $16.2M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-445
- 0.41%
$77.67 - $90.15 $34.6K - $40.1K
107K $8.38M
META
Meta Platforms, Inc.

Communication Services
-252
- 15.28%
$576.36 - $736.67 $145K - $186K
1.4K $805K
SPY
Spdr S&P 500 ETF Trust

ETFs
-74
- 7.86%
$551.42 - $612.93 $40.8K - $45.4K
868 $485K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-76
- 4.83%
$302.31 - $337.54 $23K - $25.7K
1.5K $459K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.41%
$554.06 - $615.85 $2.77K - $3.08K
1.22K $682K
AME
Ametek Inc

Industrials
-31
- 1.2%
$170.39 - $190.43 $5.28K - $5.9K
2.55K $438K
XOM
Exxon Mobil Corp

Energy
-193
- 20.4%
$105.44 - $118.93 $20.3K - $23K
753 $89K
Morgan Stanley ETF Trust
-2K
- 1.54%
N/A
128K $0
Morgan Stanley ETF Trust
-2.33K
- 0.83%
N/A
277K $0
CVX
Chevron Corp

Energy
-83
- 9.57%
$146.71 - $167.97 $12.2K - $13.9K
784 $131K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.33K
- 0.59%
$28.92 - $29.24 $67.2K - $68K
394K $11.5M
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.78K
- 2.33%
$53.99 - $58.43 $204K - $221K
159K $9.14M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.19K
- 0.8%
$38.89 - $41.6 $85.1K - $91K
271K $11M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.71K
- 0.12%
$27.64 - $28.58 $47.2K - $48.8K
1.4M $40.1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-12.7K
- 1.03%
$41.61 - $44.72 $529K - $569K
1.22M $52.7M
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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