O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 28, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 67
- +1 vs. Q3 2024
- Portfolio value
- $554.9M
- +$45.1M (+8.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 470,908 | $60.6M | 10.9% | −1,487−0.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 860,342 | $59.3M | 10.7% | +105,180+13.9% | Added | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 963,761 | $57.9M | 10.4% | +132,829+16.0% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,229,100 | $50.9M | 9.2% | +43,192+3.6% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 818,019 | $46.2M | 8.3% | +40,092+5.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 137,028 | $39.7M | 7.2% | +15,328+12.6% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,404,265 | $39.2M | 7.1% | +146,423+11.6% | Added | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 917,131 | $24.0M | 4.3% | +128,801+16.3% | Added | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 721,765 | $21.4M | 3.8% | +65,692+10.0% | Added | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 279,735 | $20.5M | 3.7% | +17,954+6.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 44,337 | $18.2M | 3.3% | +4,338+10.8% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 43,606 | $17.5M | 3.2% | −1,004−2.3% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 51,415 | $17.2M | 3.1% | −43−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 61,038 | $15.3M | 2.8% | +24,647+67.7% | Added | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 396,433 | $11.5M | 2.1% | +33,987+9.4% | Added | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 272,966 | $10.7M | 1.9% | +6,388+2.4% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 107,551 | $9.23M | 1.7% | −1,447−1.3% | Reduced | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 162,362 | $8.99M | 1.6% | +9,460+6.2% | Added | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 129,625 | $7.15M | 1.3% | +4,346+3.5% | Added | – |
| MCDMcDonalds Corp | Stock | 10,637 | $3.08M | 0.6% | +10.0% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,603 | $2.33M | 0.4% | +39,603 | New | – |
| LFSTLifeStance Health Group, Inc. | COM | 216,371 | $1.59M | 0.3% | −100,000−31.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,649 | $965.3K | 0.2% | −222−11.9% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,988 | $923.1K | 0.2% | −15−0.2% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $904.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,220 | $718.2K | 0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,860 | $665.0K | 0.1% | +1,077+60.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 942 | $552.1K | 0.1% | −476−33.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,272 | $536.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,574 | $507.1K | 0.1% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 2,341 | $497.4K | 0.1% | 00.0% | Unchanged | History |
| AMEAmetek Inc | COM | 2,578 | $464.7K | 0.1% | −250−8.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,222 | $420.7K | 0.1% | +10.0% | Added | History |
| UPWKUpwork, Inc | COM | 23,571 | $385.4K | 0.1% | −6,993−22.9% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,695 | $372.7K | 0.1% | +10+0.6% | Added | History |
| JNJJohnson & Johnson | Stock | 2,400 | $347.1K | 0.1% | −30−1.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 642 | $345.9K | 0.1% | +642 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $294.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,676 | $279.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,605 | $255.3K | <0.1% | +4,605 | New | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,629 | $254.8K | <0.1% | +634+31.8% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $252.5K | <0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 1,094 | $240.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 924 | $222.0K | <0.1% | −116−11.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,160 | $220.9K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 901 | $216.0K | <0.1% | −88−8.9% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 2,100 | $208.9K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,197 | $200.7K | <0.1% | −59−4.7% | Reduced | History |
| PAYXPaychex Inc | Stock | 1,277 | $179.1K | <0.1% | −173−11.9% | Reduced | History |
| ACNAccenture plc | Stock | 385 | $135.4K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 734 | $130.4K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 867 | $125.6K | <0.1% | −190−18.0% | Reduced | History |
| KOCoca Cola Co | Stock | 1,702 | $106.0K | <0.1% | −61−3.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 946 | $101.8K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 598 | $97.3K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 408 | $95.8K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 734 | $83.0K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 417 | $63.4K | <0.1% | −100−19.3% | Reduced | History |
| MAMastercard Inc | Stock | 100 | $52.7K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 47 | $36.3K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 226 | $30.4K | <0.1% | +36+18.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 50 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 193 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 20 | $8.08K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 30 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 15 | $2.51K | <0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 4 | $1.17K | <0.1% | +4 | New | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.