O'Brien Wealth Partners LLC Portfolio Holdings
Q3 2025•96 long positions•$689.8M portfolio value
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Holding102 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $65.7M 9.53% | -$721.8K Sold | — 451.4K shares | 456.3K → 451.4K −$721.8K | -1.09% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $64.1M 9.29% | -$618.1K Sold | — 818.1K shares | 826.0K → 818.1K −$618.1K | -0.96% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $61.8M 8.96% | -$980.5K Sold | — 906.1K shares | 920.5K → 906.1K −$980.5K | -1.56% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $56.2M 8.14% | -$69.4K Sold | — 1.2M shares | 1.2M → 1.2M −$69.4K | -0.12% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $52.5M 7.61% | -$179.5K Sold | — 1.8M shares | 1.8M → 1.8M −$179.5K | -0.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $47.9M 6.94% | +$315.9K Bought | — 833.2K shares | 827.7K → 833.2K +$315.9K | +0.66% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $43.3M 6.28% | -$152.9K Sold | — 132.0K shares | 132.4K → 132.0K −$152.9K | -0.35% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $41.0M 5.95% | +$591.9K Bought | — 1.4M shares | 1.4M → 1.4M +$591.9K | +1.46% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $27.0M 3.91% | -$185.9K Sold | — 742.9K shares | 748.0K → 742.9K −$185.9K | -0.68% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $25.4M 3.69% | +$697.3K Bought | — 943.8K shares | 917.9K → 943.8K +$697.3K | +2.82% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $22.8M 3.3% | -$262.4K Sold | — 278.3K shares | 281.5K → 278.3K −$262.4K | -1.14% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $22.1M 3.21% | +$588.0K Bought | — 46.1K shares | 44.9K → 46.1K +$588.0K | +2.73% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $19.1M 2.77% | -$180.0K Sold | — 50.4K shares | 50.8K → 50.4K −$180.0K | -0.93% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $18.4M 2.66% | -$623.0K Sold | — 39.2K shares | 40.6K → 39.2K −$623.0K | -3.28% | — — | Q4 2015 Held for 9y 11m | |
Consumer Electronics Technology | $15.5M 2.24% | -$7.6K Sold | 0.0% 60.7K shares | 60.8K → 60.7K −$7.6K | -0.05% | $3.78T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $11.8M 1.7% | -$184.2K Sold | — 268.3K shares | 272.5K → 268.3K −$184.2K | -1.54% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.7M 1.69% | +$160.7K Bought | — 398.0K shares | 392.5K → 398.0K +$160.7K | +1.4% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $10.5M 1.52% | -$215.9K Sold | — 105.3K shares | 107.5K → 105.3K −$215.9K | -2.02% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $9.3M 1.35% | +$95.0K Bought | — 164.1K shares | 162.4K → 164.1K +$95.0K | +1.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.3M 1.2% | -$456.5K Sold | — 121.0K shares | 127.7K → 121.0K −$456.5K | -5.24% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.6M 0.958% | -$149.1K Sold | — 152.2K shares | 155.7K → 152.2K −$149.1K | -2.21% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.3M 0.917% | -$54.2K Sold | — 91.2K shares | 92.0K → 91.2K −$54.2K | -0.85% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.5M 0.654% | +$221.1K Bought | — 7.4K shares | 7.0K → 7.4K +$221.1K | +5.15% | — — | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $3.8M 0.55% | +$540.9K Bought | 0.002% 12.5K shares | 10.7K → 12.5K +$540.9K | +16.62% | $216.86B Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $2.9M 0.422% | — | — 39.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.5M 0.359% | +$1.5M Bought | 0.0% 4.8K shares | 1.9K → 4.8K +$1.5M | +155.97% | $3.85T Mega Cap | Q1 2018 Held for 7y 8m | |
Internet Content & Information Communication Services | $1.7M 0.247% | +$1.4M Bought | 0.0% 7.0K shares | 1.0K → 7.0K +$1.4M | +571.66% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Insurance - Diversified Financial Services | $1.5M 0.219% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $1.3M 0.19% | +$931.5K Bought | 0.0% 4.1K shares | 1.2K → 4.1K +$931.5K | +247.73% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $1.3M 0.183% | +$1.2M Bought | 0.0% 1.7K shares | 47.0 → 1.7K +$1.2M | +3,421.28% | $684.00B Mega Cap | Q3 2023 Held for 2y 2m | |
Agricultural - Machinery Industrials | $1.2M 0.175% | +$1.2M Bought | 0.001% 2.5K shares | — | — | $223.53B Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $1.1M 0.16% | +$796.8K Bought | 0.0% 5.0K shares | 1.4K → 5.0K +$796.8K | +262.4% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $993.4K 0.144% | +$4.9K Bought | — 7.1K shares | 7.1K → 7.1K +$4.9K | +0.5% | — — | Q4 2015 Held for 9y 11m | |
Medical - Care Facilities Healthcare | $981.0K 0.142% | -$209.0K Sold | 0.046% 178.4K shares | 216.4K → 178.4K −$209.0K | -17.56% | $2.1B Mid Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $969.5K 0.141% | — | — 10.2K shares | — | — | — — | Q4 2015 Held for 9y 11m | |
Software - Infrastructure Technology | $857.5K 0.124% | +$852.2K Bought | 0.0% 3.0K shares | 19.0 → 3.0K +$852.2K | +15,947.37% | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $813.2K 0.118% | — | — 1.2K shares | — | — | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $806.1K 0.117% | — | — 2.9K shares | — | — | — — | Q1 2018 Held for 7y 8m | |
Home Improvement Consumer Cyclical | $722.5K 0.105% | +$716.0K Bought | 0.0% 1.8K shares | 16.0 → 1.8K +$716.0K | +11,043.75% | $403.32B Mega Cap | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $673.2K 0.098% | +$464.2K Bought | 0.0% 9.8K shares | 3.1K → 9.8K +$464.2K | +222.17% | $270.48B Mega Cap | Q3 2024 Held for 1y 2m | |
Hardware, Equipment & Parts Technology | $657.3K 0.095% | +$657.3K New | 0.001% 8.0K shares | 0 → 8.0K +$657.3K | New | $70.3B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $635.6K 0.092% | +$463.8K Bought | 0.0% 2.7K shares | 742.0 → 2.7K +$463.8K | +269.95% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $610.5K 0.089% | -$5.6K Sold | 0.0% 2.5K shares | 2.5K → 2.5K −$5.6K | -0.91% | $2.95T Mega Cap | Q2 2020 Held for 5y 5m | |
Chemicals - Specialty Basic Materials | $582.8K 0.084% | +$582.8K Bought | 0.001% 2.1K shares | — | — | $60.7B Large Cap | Q3 2025 Held for 2 months | |
Medical - Instruments & Supplies Healthcare | $579.8K 0.084% | +$579.8K New | 0.007% 4.3K shares | 0 → 4.3K +$579.8K | New | $8.8B Mid Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $576.2K 0.084% | — | 0.0% 2.3K shares | — | — | $120.87B Large Cap | Q2 2022 Held for 3y 5m | |
Medical - Devices Healthcare | $575.0K 0.083% | +$469.6K Bought | 0.0% 4.3K shares | 787.0 → 4.3K +$469.6K | +445.49% | $233.12B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $568.3K 0.082% | +$568.3K New | 0.0% 3.1K shares | 0 → 3.1K +$568.3K | New | $167.04B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $566.9K 0.082% | -$7.3K Sold | — 851.0 shares | 862.0 → 851.0 −$7.3K | -1.28% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $543.8K 0.079% | -$3.7K Sold | — 1.5K shares | 1.5K → 1.5K −$3.7K | -0.67% | — — | Q1 2018 Held for 7y 8m |
