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CIK: 0001689874
Total reported value
$756.2M
$756.2M
72 檔
35.0%
As reported in its official Q1 2025 Form 13F filing, O'Brien Wealth Partners LLC's tracked investment portfolio stood at $756.2M with 72 total positions.
In Q1 2025, O'Brien Wealth Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.75% | -0.06% | +2.03% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.51% | -0.10% | -1.71% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 9.81% | +0.02% | -1.03% | |
| 4 | USMC | Principal US Mega-cap ETF | ETF-Other | 9.78% | -0.28% | -4.01% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.38% | +0.13% | +0.49% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.46% | -0.03% | -0.12% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.90% | -0.07% | -1.63% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.71% | -0.19% | +1.16% | |
| 9 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 3.56% | +0.01% | -0.83% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.06% | — | +0.10% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.02% | -0.01% | -0.54% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.79% | -0.16% | -4.69% | |
| 13 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 2.75% | +0.05% | -30.69% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.52% | -0.45% | -0.01% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.15% | -0.01% | -0.59% | |
| 16 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 2.04% | +0.02% | -0.80% | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.70% | +0.15% | -2.33% | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.56% | -0.09% | -0.41% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.43% | — | +2920.20% | |
| 20 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.38% | +0.01% | -1.54% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | — | +0.48% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.46% | — | — | |
| 23 | LFST | Lifestance Health Group Inc | Stock-Other | 0.27% | +0.04% | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.18% | — | — | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.18% | — | +0.47% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.05% | +80.42% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | — | -15.28% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | -0.41% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | -7.86% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | — | — | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.09% | — | -4.83% | |
| 33 | AME | Ametek Inc | Stock-Industrials | 0.08% | — | -1.20% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | — | +1.53% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | +5.04% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.02% | +18.95% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | +4.00% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.06% | — | |
| 39 | UPWK | Upwork Inc | Stock-Other | 0.06% | — | — | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.06% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | +31.08% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.05% | +0.15% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | +21.39% | |
| 44 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.05% | — | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | +15.04% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.04% | — | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | — | +11.90% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.04% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | +0.06% | -12.59% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.03% | — | +2.86% |
According to official SEC Form 13F filings, O'Brien Wealth Partners LLC reported a total U.S. public equity portfolio value of $756.2M across 72 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, ITOT, DBEF) accounted for 35.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $57.7M
During Q1 2025, O'Brien Wealth Partners LLC's top holdings by market value included SPYM (10.8%)、ITOT (10.5%)、DBEF (9.8%). The largest single position, SPYM, represented 10.8% of total portfolio value.
In Q1 2025, O'Brien Wealth Partners LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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