O'Brien Wealth Partners LLC Purchases and Sells in Q4 2024

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMC	133K + 15.99%	$56.37 - $61.98 $7.49M - $8.23M	964K $57.9M
SPLG	105K + 13.93%	$66.77 - $71.52 $7.02M - $7.52M	860K $59.3M
AAPL	24.6K + 67.73%	$221.69 - $259.02 $5.46M - $6.38M	61K $15.3M
VTI	15.3K + 12.59%	$280.04 - $302.45 $4.29M - $4.64M	137K $39.7M
VUG	4.34K + 10.85%	$378.79 - $428.11 $1.64M - $1.86M	44.3K $18.2M
SPTI	146K + 11.64%	$27.8 - $29.05 $4.07M - $4.25M	1.4M $39.2M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	39.6K New	$58.88 - $64.8 $2.33M - $2.57M	39.6K $2.33M
VOO	642 New	$521.84 - $558.82 $335K - $359K	642 $345K
EMXC	4.61K New	$55.45 - $61.08 $255K - $281K	4.61K $255K
ADP	4 New	$280.08 - $307.97 $1.12K - $1.23K	4 $1K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LFST	-100K - 31.61%	$6.67 - $7.75 $667K - $775K	216K $1.59M
SPY	-476 - 33.57%	$567.81 - $607.81 $270K - $289K	942 $552K
META	-222 - 11.87%	$554.08 - $632.68 $123K - $140K	1.65K $972K
SDY	-15 - 0.21%	$131.66 - $144.0 $1.97K - $2.16K	6.99K $923K
JNJ	-30 - 1.23%	$143.34 - $165.86 $4.3K - $4.98K	2.4K $347K
CVX	-190 - 17.98%	$141.15 - $162.53 $26.8K - $30.9K	867 $125K

Activity Summary All Purchases 25 New Holdings 4 Increased Positions 21 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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