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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$472,000 0.09% of portfolio
2,341
Q3 2024 Reduced 0.38%
$38.9B
$438,000 0.09% of portfolio
2,547
Q1 2025 Reduced 1.2%
$53B
$197,000 0.04% of portfolio
1,277
Q4 2024 Reduced 11.93%
$187B
$97,000 0.02% of portfolio
652
Q1 2025 Added 56.35%
$188B
$120,000 0.02% of portfolio
385
Q3 2024 Reduced 1.53%
$51.9B
$120,000 0.02% of portfolio
508
Q1 2025 Added 24.51%
$78B
$34,000 0.01% of portfolio
208
Q1 2025 Added 593.33%
$185B
$51,000 0.01% of portfolio
1,141
Q1 2025 New
$131B
$0 0.0% of portfolio
10
Q1 2025 New
$156B
$1,000 0.0% of portfolio
5
Q1 2025 New
$45.8B
$1,000 0.0% of portfolio
20
Q1 2025 New

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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