O'Brien Wealth Partners LLC Portfolio Holdings

O'Brien Wealth Partners LLC

  • $511 Million
  • Q1 2025

O'Brien Wealth Partners LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $511 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $57.7M, Ishares Core S&P Total U.S. St with a value of $56.5M, Xtrackers Msci Eafe Hedged Equ with a value of $52.7M, Principal ETF U S Mega Cap with a value of $52.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $45M.

Examining the 13F form we can see an decrease of $16.7M in the current position value, from $527M to 511M.

Below you can find more details about O'Brien Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $511 Million
ETFs: $485 Million
Technology: $15.6 Million
Consumer Cyclical: $3.61 Million
Healthcare: $2.42 Million
Communication Services: $1.43 Million
Industrials: $1.09 Million
Financial Services: $762,000
Consumer Defensive: $454,000
Other: $220,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.37T
$13.6 Million 2.66% of portfolio
61,030
Q1 2025 Reduced 0.01%
$216B
$3.34 Million 0.65% of portfolio
10,688
Q1 2025 Added 0.48%
$3.71T
$861,000 0.17% of portfolio
2,295
Q1 2025 Added 80.42%
$1.62T
$805,000 0.16% of portfolio
1,397
Q1 2025 Reduced 15.28%
$262B
$427,000 0.08% of portfolio
1,721
Q1 2025 Added 1.53%
$1.07T
$408,000 0.08% of portfolio
2,643
Q1 2025 Added 18.95%
$406B
$418,000 0.08% of portfolio
2,521
Q1 2025 Added 5.04%
$631B
$360,000 0.07% of portfolio
676
Q1 2025 Added 4.0%
$856B
$289,000 0.06% of portfolio
1,181
Q1 2025 Added 31.08%
$380B
$234,000 0.05% of portfolio
1,377
Q1 2025 Added 15.04%
$2.28T
$252,000 0.05% of portfolio
1,328
Q1 2025 Added 21.39%
$205B
$210,000 0.04% of portfolio
2,350
Q1 2025 Added 11.9%
$1.08T
$158,000 0.03% of portfolio
1,014
Q1 2025 Reduced 12.59%
$332B
$158,000 0.03% of portfolio
755
Q1 2025 Added 2.86%
$289B
$131,000 0.03% of portfolio
784
Q1 2025 Reduced 9.57%
$394B
$123,000 0.02% of portfolio
1,141
Q1 2025 Added 404.87%
$307B
$123,000 0.02% of portfolio
1,722
Q1 2025 Added 1.18%
$463B
$89,000 0.02% of portfolio
753
Q1 2025 Reduced 20.4%
$284B
$45,000 0.01% of portfolio
87
Q1 2025 Added 74.0%
$583B
$54,000 0.01% of portfolio
155
Q1 2025 New
$734B
$48,000 0.01% of portfolio
59
Q1 2025 Added 25.53%
$272B
$32,000 0.01% of portfolio
163
Q1 2025 New
$539B
$59,000 0.01% of portfolio
109
Q1 2025 Added 9.0%
$574B
$6,000 0.0% of portfolio
7
Q1 2025 New
$283B
$12,000 0.0% of portfolio
208
Q1 2025 Added 7.77%
$376B
$3,000 0.0% of portfolio
9
Q1 2025 New
$928B
$15,000 0.0% of portfolio
61
Q1 2025 Added 205.0%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $511 Million
  • Prior Value $527 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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