O'Brien Wealth Partners LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $607 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $61.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $60M, Principal ETF U S Mega Cap with a value of $57.6M, Xtrackers Msci Eafe Hedged Equ with a value of $53M, and Xtrackers Msci Eafe High Div Y with a value of $51.7M.
Examining the 13F form we can see an increase of $96.6M in the current position value, from $511M to 607M.
Below you can find more details about O'Brien Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$607 Million
ETFs: $581 Million
Technology: $15.1 Million
Consumer Cyclical: $3.5 Million
Financial Services: $2.38 Million
Healthcare: $1.97 Million
Communication Services: $1.2 Million
Industrials: $1.12 Million
Consumer Defensive: $415,000
Other: $173,000
Stock Holdings Table Market Cap. of $200 Billions or more
