O'Brien Wealth Partners LLC Sells in Q2 2025

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-133K
- 95.66%
$50.08 - $63.14 $6.66M - $8.4M
6.04K $381K
AAPL
Apple Inc.

Technology
-278
- 0.46%
$172.42 - $223.89 $47.9K - $62.2K
60.8K $12.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-9.79K
- 1.06%
$25.48 - $27.78 $249K - $272K
918K $24.4M
META
Meta Platforms, Inc.

Communication Services
-855
- 61.2%
$484.66 - $738.09 $414K - $631K
542 $400K
MA
Mastercard Inc

Financial Services
-87
- 79.82%
$479.92 - $590.74 $41.8K - $51.4K
22 $12K
MRK
Merck & Co., Inc.

Healthcare
-220
- 9.36%
$73.47 - $87.12 $16.2K - $19.2K
2.13K $168K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 2.22%
$483.48 - $539.8 $7.25K - $8.1K
661 $321K
JNJ
Johnson & Johnson

Healthcare
-23
- 0.91%
$146.36 - $159.82 $3.37K - $3.68K
2.5K $381K
CVX
Chevron Corp

Energy
-108
- 13.78%
$133.73 - $168.51 $14.4K - $18.2K
676 $96K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.6K
- 0.41%
$29.07 - $29.38 $46.5K - $47K
393K $11.5M
ABBV
Abb Vie Inc.

Healthcare
-13
- 1.72%
$170.16 - $206.27 $2.21K - $2.68K
742 $137K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 11.49%
$274.35 - $599.47 $2.74K - $5.99K
77 $24K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-209
- 7.95%
$96.84 - $99.46 $20.2K - $20.8K
2.42K $240K
XOM
Exxon Mobil Corp

Energy
-40
- 5.31%
$99.93 - $119.04 $4K - $4.76K
713 $76K
LLY
Eli Lilly & CO

Healthcare
-12
- 20.34%
$713.71 - $898.95 $8.56K - $10.8K
47 $36K
NSC
Norfolk Southern Corp

Industrials
-76
- 14.96%
$206.34 - $257.46 $15.7K - $19.6K
432 $110K
AVGO
Broadcom Inc.

Technology
-96
- 46.15%
$146.29 - $275.65 $14K - $26.5K
112 $30K
AMGN
Amgen Inc

Healthcare
-3
- 60.0%
$262.28 - $309.85 $787 - $930
2 $0
GE
General Electric CO

Industrials
-34
- 20.86%
$166.81 - $257.39 $5.67K - $8.75K
129 $33K
GOOGL
Alphabet Inc.

Communication Services
-109
- 4.12%
$144.7 - $178.6 $15.8K - $19.5K
2.53K $446K
NVDA
Nvidia Corp

Technology
-103
- 9.03%
$94.31 - $157.99 $9.71K - $16.3K
1.04K $163K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.69%
$496.48 - $617.85 $2.98K - $3.71K
862 $532K
MSFT
Microsoft Corp

Technology
-426
- 18.56%
$354.56 - $497.45 $151K - $212K
1.87K $929K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.36K
- 0.24%
$28.21 - $28.85 $94.8K - $96.9K
1.4M $40.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.89K
- 0.4%
$38.18 - $45.52 $187K - $223K
1.21M $53M
IWV
Ishares Russell 3000 ETF

ETFs
-293
- 0.57%
$281.67 - $351.0 $82.5K - $103K
50.8K $17.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-986
- 2.37%
$320.42 - $421.7 $316K - $416K
40.6K $17.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-51.8K
- 5.91%
$58.41 - $72.69 $3.03M - $3.77M
826K $60M
VTI
Vanguard Total Stock Market Et

ETFs
-2.35K
- 1.75%
$243.75 - $303.93 $574K - $715K
132K $40.3M
USMC
Principal ETF U S Mega Cap

ETFs
-4.59K
- 0.5%
$50.94 - $62.56 $234K - $287K
921K $57.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.5K
- 1.4%
$108.12 - $135.04 $703K - $878K
456K $61.6M
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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