O'Brien Wealth Partners LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$537.1M
Holdings
72
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SER TR | 877,803 | $57.7M | 10.75% | |
| 2 | ITOTISHARES TR | 462,849 | $56.5M | 10.51% | |
| 3 | DBEFDBX ETF TR | 1,216,386 | $52.7M | 9.81% | |
| 4 | USMCPRINCIPAL EXCHANGE TRADED FD | 925,108 | $52.5M | 9.78% | |
| 5 | COWZPACER FDS TR | 822,041 | $45.0M | 8.38% | |
| 6 | SPTISPDR SER TR | 1,402,556 | $40.1M | 7.46% | |
| 7 | VTIVANGUARD INDEX FDS | 134,790 | $37.0M | 6.90% | |
| 8 | SPTLSPDR SER TR | 927,735 | $25.3M | 4.71% | |
| 9 | CVLCMORGAN STANLEY ETF TRUST | 277,410 | $19.1M | 3.56% | |
| 10 | VUGVANGUARD INDEX FDS | 44,381 | $16.5M | 3.06% | |
| 11 | IWVISHARES TR | 51,139 | $16.2M | 3.02% | |
| 12 | IWFISHARES TR | 41,560 | $15.0M | 2.79% | |
| 13 | XCEMCOLUMBIA ETF TR II | 500,225 | $14.8M | 2.75% | |
| 14 | AAPLAPPLE INC | 61,030 | $13.6M | 2.52% | |
| 15 | SPTSSPDR SER TR | 394,108 | $11.5M | 2.15% | |
| 16 | NULVNUSHARES ETF TR | 270,778 | $11.0M | 2.04% | |
| 17 | VGLTVANGUARD SCOTTSDALE FDS | 158,584 | $9.1M | 1.70% | |
| 18 | NULGNUSHARES ETF TR | 107,106 | $8.4M | 1.56% | |
| 19 | EMXCISHARES INC | 139,080 | $7.7M | 1.43% | |
| 20 | CVIEMORGAN STANLEY ETF TRUST | 127,630 | $7.4M | 1.38% | |
| 21 | MCDMCDONALDS CORP | 10,688 | $3.3M | 0.62% | |
| 22 | VXUSVANGUARD STAR FDS | 39,603 | $2.5M | 0.46% | |
| 23 | LFSTLIFESTANCE HEALTH GROUP INC | 216,371 | $1.4M | 0.27% | |
| 24 | USMVISHARES TR | 10,190 | $954K | 0.18% | |
| 25 | SDYSPDR SER TR | 7,021 | $952K | 0.18% | |
| 26 | MSFTMICROSOFT CORP | 2,295 | $861K | 0.16% | |
| 27 | METAMETA PLATFORMS INC | 1,397 | $805K | 0.15% | |
| 28 | IVVISHARES TR | 1,215 | $682K | 0.13% | |
| 29 | XLKSELECT SECTOR SPDR TR | 2,860 | $590K | 0.11% | |
| 30 | SPYSPDR S&P 500 ETF TR | 868 | $485K | 0.09% | |
| 31 | ADIANALOG DEVICES INC | 2,341 | $472K | 0.09% | |
| 32 | IWBISHARES TR | 1,498 | $459K | 0.09% | |
| 33 | AMEAMETEK INC | 2,547 | $438K | 0.08% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 1,721 | $427K | 0.08% | |
| 35 | JNJJOHNSON & JOHNSON | 2,521 | $418K | 0.08% | |
| 36 | GOOGLALPHABET INC | 2,643 | $408K | 0.08% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 676 | $360K | 0.07% | |
| 38 | VOOVANGUARD INDEX FDS | 642 | $329K | 0.06% | |
| 39 | UPWKUPWORK INC | 23,571 | $307K | 0.06% | |
| 40 | ESGDISHARES TR | 3,676 | $300K | 0.06% | |
| 41 | JPMJPMORGAN CHASE & CO. | 1,181 | $289K | 0.05% | |
| 42 | AGGISHARES TR | 2,629 | $260K | 0.05% | |
| 43 | AMZNAMAZON COM INC | 1,328 | $252K | 0.05% | |
| 44 | ESGEISHARES INC | 7,128 | $249K | 0.05% | |
| 45 | PGPROCTER AND GAMBLE CO | 1,377 | $234K | 0.04% | |
| 46 | QQQMINVESCO EXCH TRADED FD TR II | 1,200 | $231K | 0.04% | |
| 47 | MRKMERCK & CO INC | 2,350 | $210K | 0.04% | |
| 48 | PAYXPAYCHEX INC | 1,277 | $197K | 0.04% | |
| 49 | GOOGALPHABET INC | 1,014 | $158K | 0.03% | |
| 50 | ABBVABBVIE INC | 755 | $158K | 0.03% | |
| 51 | CVXCHEVRON CORP NEW | 784 | $131K | 0.02% | |
| 52 | KOCOCA COLA CO | 1,722 | $123K | 0.02% | |
| 53 | NVDANVIDIA CORPORATION | 1,141 | $123K | 0.02% | |
| 54 | NSCNORFOLK SOUTHN CORP | 508 | $120K | 0.02% | |
| 55 | ACNACCENTURE PLC IRELAND | 385 | $120K | 0.02% | |
| 56 | ABTABBOTT LABS | 744 | $98K | 0.02% | |
| 57 | PEPPEPSICO INC | 652 | $97K | 0.02% | |
| 58 | XOMEXXON MOBIL CORP | 753 | $89K | 0.02% | |
| 59 | MAMASTERCARD INCORPORATED | 109 | $59K | 0.01% | |
| 60 | VVISA INC | 155 | $54K | 0.01% | |
| 61 | BACVERIZON COMMUNICATIONS INC | 1,141 | $51K | 0.01% | |
| 62 | LLYELI LILLY & CO | 59 | $48K | 0.01% | |
| 63 | UNHUNITEDHEALTH GROUP INC | 87 | $45K | 0.01% | |
| 64 | AVGOBROADCOM INC | 208 | $34K | 0.01% | |
| 65 | GEGE AEROSPACE | 163 | $32K | 0.01% | |
| 66 | TSLATESLA INC | 61 | $15K | 0.00% | |
| 67 | CSCOCISCO SYS INC | 208 | $12K | 0.00% | |
| 68 | NFLXNETFLIX INC | 7 | $6K | 0.00% | |
| 69 | HDHOME DEPOT INC | 9 | $3K | 0.00% | |
| 70 | AMGNAMGEN INC | 5 | $1K | 0.00% | |
| 71 | APHAMPHENOL CORP NEW | 20 | $1K | 0.00% | |
| 72 | NEENEXTERA ENERGY INC | 10 | $0 | 0.00% |