The Analysis of O'Brien Wealth Partners LLC's Holdings


Currently, O'Brien Wealth Partners LLC holds 97 types of securities in its portfolio with a total value $738.3M. In the most recent quarter, they have increased their positions in JMTG (+952.2K shares, valued at $48.6M), MSFT (+2.9K shares, valued at $1.5M), GOOG (+6.0K shares, valued at $1.4M); decreased their positions in USMC (-14.4K shares, valued at $980.5K), ITOT (-5.0K shares, valued at $721.8K), IWF (-1.3K shares, valued at $623.0K); initiated new positions in JMTG (+952.2K shares, valued at $48.6M), CAT (+2.5K shares, valued at $1.2M), GLW (+8.0K shares, valued at $657.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ITOT ISHARES TR451.4K shares-1.09%2025-09-302025-10-22history
SPYM SPDR SERIES TRUST818.1K shares-0.96%2025-09-302025-10-22history
USMC PRINCIPAL EXCHANGE TRADED FD906.1K shares-1.56%2025-09-302025-10-22history
DBEF DBX ETF TR1.2M shares-0.12%2025-09-302025-10-22history
HDEF DBX ETF TR1.8M shares-0.34%2025-09-302025-10-22history
JMTG J P MORGAN EXCHANGE TRADED F952.2K sharesnew addition2025-09-302025-10-22history
COWZ PACER FDS TR833.2K shares0.66%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS132.0K shares-0.35%2025-09-302025-10-22history
Sponsored
SPTI SPDR SERIES TRUST1.4M shares1.46%2025-09-302025-10-22history
XCEM COLUMBIA ETF TR II742.9K shares-0.68%2025-09-302025-10-22history
SPTL SPDR SERIES TRUST943.8K shares2.82%2025-09-302025-10-22history
CVLC MORGAN STANLEY ETF TRUST278.3K shares-1.14%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS46.1K shares2.73%2025-09-302025-10-22history
IWV ISHARES TR50.4K shares-0.93%2025-09-302025-10-22history
IWF ISHARES TR39.2K shares-3.28%2025-09-302025-10-22history
AAPL APPLE INC60.7K shares-0.05%2025-09-302025-10-22history
Sponsored
NULV NUSHARES ETF TR268.3K shares-1.54%2025-09-302025-10-22history
SPTS SPDR SERIES TRUST398.0K shares1.40%2025-09-302025-10-22history
NULG NUSHARES ETF TR105.3K shares-2.02%2025-09-302025-10-22history
VGLT VANGUARD SCOTTSDALE FDS164.1K shares1.03%2025-09-302025-10-22history
CVIE MORGAN STANLEY ETF TRUST121.0K shares-5.24%2025-09-302025-10-22history
ESGE ISHARES INC152.2K shares-2.21%2025-09-302025-10-22history
VSGX VANGUARD WORLD FD91.2K shares-0.85%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS7.4K shares5.15%2025-09-302025-10-22history
Sponsored
MCD MCDONALDS CORP12.5K shares16.62%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS39.6K shares0.00%2025-09-302025-10-22history
MSFT MICROSOFT CORP4.8K shares155.97%2025-09-302025-10-22history
GOOG ALPHABET INC7.0K shares571.66%2025-09-302025-10-22history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.4.1K shares247.73%2025-09-302025-10-22history
LLY ELI LILLY & CO1.7K shares3421.28%2025-09-302025-10-22history
CAT CATERPILLAR INC2.5K sharesnew addition2025-09-302025-10-22history
Sponsored
AMZN AMAZON COM INC5.0K shares262.40%2025-09-302025-10-22history
SDY SPDR SERIES TRUST7.1K shares0.50%2025-09-302025-10-22history
LFST LIFESTANCE HEALTH GROUP INC178.4K shares-17.56%2025-09-302025-10-22history
USMV ISHARES TR10.2K shares0.00%2025-09-302025-10-22history
ORCL ORACLE CORP3.0K shares15947.37%2025-09-302025-10-22history
IVV ISHARES TR1.2K shares0.00%2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR2.9K shares0.00%2025-09-302025-10-22history
HD HOME DEPOT INC1.8K shares11043.75%2025-09-302025-10-22history
Sponsored
CSCO CISCO SYS INC9.8K shares222.17%2025-09-302025-10-22history
GLW CORNING INC8.0K sharesnew addition2025-09-302025-10-22history
ABBV ABBVIE INC2.7K shares269.95%2025-09-302025-10-22history
GOOGL ALPHABET INC2.5K shares-0.91%2025-09-302025-10-22history
APD AIR PRODS & CHEMS INC2.1K sharesnew addition2025-09-302025-10-22history
ATR APTARGROUP INC4.3K sharesnew addition2025-09-302025-10-22history
ADI ANALOG DEVICES INC2.3K shares0.00%2025-09-302025-10-22history
ABT ABBOTT LABS4.3K shares445.49%2025-09-302025-10-22history
Sponsored
TXN TEXAS INSTRS INC3.1K sharesnew addition2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR851 shares-1.28%2025-09-302025-10-22history
IWB ISHARES TR1.5K shares-0.67%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON2.7K shares7.73%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.41%2025-09-302025-10-22history
RTX RTX CORPORATION2.9K sharesnew addition2025-09-302025-10-22history
BN BROOKFIELD CORP7.0K sharesnew addition2025-09-302025-10-22history
AME AMETEK INC2.5K shares0.00%2025-09-302025-10-22history
Sponsored
MRK MERCK & CO INC5.3K shares149.77%2025-09-302025-10-22history
UPWK UPWORK INC23.6K shares0.00%2025-09-302025-10-22history
AMGN AMGEN INC1.5K shares72450.00%2025-09-302025-10-22history
EMXC ISHARES INC6.0K shares0.00%2025-09-302025-10-22history
META META PLATFORMS INC544 shares0.37%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO2.4K shares74.18%2025-09-302025-10-22history
AGG ISHARES TR3.5K shares44.67%2025-09-302025-10-22history
ESGD ISHARES TR3.7K shares0.00%2025-09-302025-10-22history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL663 shares0.30%2025-09-302025-10-22history
KMB KIMBERLY-CLARK CORP1.9K sharesnew addition2025-09-302025-10-22history
NVDA NVIDIA CORPORATION1.1K shares2.41%2025-09-302025-10-22history
CARR CARRIER GLOBAL CORPORATION2.9K sharesnew addition2025-09-302025-10-22history
PAYX PAYCHEX INC1.3K shares0.00%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP302 sharesnew addition2025-09-302025-10-22history
TJX TJX COS INC NEW810 sharesnew addition2025-09-302025-10-22history
KO COCA COLA CO1.7K shares-0.17%2025-09-302025-10-22history
Sponsored
CVX CHEVRON CORP NEW682 shares0.89%2025-09-302025-10-22history
PEP PEPSICO INC613 sharesnew addition2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW93 shares30.99%2025-09-302025-10-22history
XOM EXXON MOBIL CORP738 shares3.51%2025-09-302025-10-22history
DIS DISNEY WALT CO700 shares0.00%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC431 shares-22.48%2025-09-302025-10-22history
NSC NORFOLK SOUTHN CORP235 shares-45.60%2025-09-302025-10-22history
V VISA INC160 shares79.78%2025-09-302025-10-22history
Sponsored
VZ VERIZON COMMUNICATIONS INC1.2K shares2.26%2025-09-302025-10-22history
AVGO BROADCOM INC148 shares32.14%2025-09-302025-10-22history
PFE PFIZER INC1.9K sharesnew addition2025-09-302025-10-22history
GE GE AEROSPACE129 shares0.00%2025-09-302025-10-22history
TSLA TESLA INC79 shares0.00%2025-09-302025-10-22history
GEV GE VERNOVA INC37 shares0.00%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC62 shares-19.48%2025-09-302025-10-22history
APH AMPHENOL CORP NEW120 shares0.00%2025-09-302025-10-22history
Sponsored
MA MASTERCARD INCORPORATED22 shares0.00%2025-09-302025-10-22history
NFLX NETFLIX INC9 shares0.00%2025-09-302025-10-22history
WMT WALMART INC95 sharesnew addition2025-09-302025-10-22history
ETN EATON CORP PLC26 shares0.00%2025-09-302025-10-22history
MS MORGAN STANLEY19 sharesnew addition2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSING IN6 shares50.00%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC15 shares0.00%2025-09-302025-10-22history
AMAT APPLIED MATLS INC5 shares-54.55%2025-09-302025-10-22history
Sponsored
AFL AFLAC INC9 shares-10.00%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available