OB
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O'Brien Wealth Partners LLC13F | |
| O'Brien Wealth Partners LLC | |
| Last update 2025-07-09 | 87 Stocks (16 new) |
| Value $637.00 Mil | Turnover 12 % |
O'Brien Wealth Partners LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 456,348 | 61,625.3 | -1.40% | 9.670 | -0.15% | 0.090 | +18.74% | +8.15% | 72,754.2 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 825,956 | 60,038.8 | -5.91% | 9.420 | -0.63% | 0.080 | +18.36% | +8.46% | 77,795.2 | ||
USMC | Principal U.S. Mega-Cap ETF | 920,520 | 57,587.7 | -0.50% | 9.040 | -0.05% | 1.770 | +15.15% | +5.30% | 3,284.8 | ||
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 1,211,498 | 53,003.1 | -0.40% | 8.320 | -0.04% | 0.680 | +10.68% | +12.28% | 8,031.9 | ||
HDEF |
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
| 1,791,122 | 51,691.8 | New Holding | 8.110 | +8.11% | 2.530 | +9.74% | +25.09% | 2,082.9 | ||
COWZ | Pacer US Cash Cows 100 ETF | 827,665 | 45,604.4 | +0.68% | 7.160 | +0.05% | 0.220 | +13.34% | +2.18% | 20,828.5 | ||
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 1,399,196 | 40,254.9 | -0.24% | 6.320 | -0.02% | 0.460 | +1.32% | +4.40% | 8,769.2 | ||
VTI | Vanguard Total Stock Market ETF | 132,437 | 40,251.6 | -1.75% | 6.320 | -0.12% | 0.010 | +18.56% | +8.15% | 476,884.5 | ||
XCEM | Columbia EM Core ex-China ETF | 747,975 | 25,565.8 | +49.53% | 4.010 | +1.33% | - | +17.58% | +17.62% | 1,135.0 | ||
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 917,946 | 24,399.0 | -1.06% | 3.830 | -0.05% | 0.210 | -0.21% | +1.09% | 11,153.8 |
O'Brien Wealth Partners LLC's Historical Top Holdings Breakdowns
O'Brien Wealth Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HDEF |
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
| 2025-06-30 | New Buy New Buy | +8.11% | 24.63 ($28.01) 29.39 | $29.55 | 5.50% | New holding | 1,791,122 | 1,791,122 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-06-30 | Reduce Reduce | -1.37% | 50.08 ($58.16) 63.14 | $64.28 | 10.53% | Reduce -95.66% | 6,043 | -133,037 | |
XCEM | Columbia EM Core ex-China ETF | 2025-06-30 | Add Add | +1.33% | 26.68 ($31.2) 34.18 | $34.81 | 11.59% | Add 49.53% | 747,975 | 247,750 | |
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 2025-06-30 | New Buy New Buy | +0.95% | 52.84 ($61.62) 65.52 | $66.90 | 8.57% | New holding | 91,966 | 91,966 | |
ESGE | iShares MSCI EM ESG Select ETF | 2025-06-30 | Add Add | +0.92% | 30.87 ($36.19) 39.17 | $40.42 | 11.70% | Add 2084.01% | 155,676 | 148,548 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.63% | 58.41 ($67.22) 72.69 | $74.29 | 10.52% | Reduce -5.91% | 825,956 | -51,847 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.56% | 456.74 ($525.37) 568.03 | $580.38 | 10.47% | Add 991.12% | 7,005 | 6,363 | |
BRK.A | Berkshire Hathaway Inc | 2025-06-30 | New Buy New Buy | +0.23% | 725400 ($762376) 809350 | $725,512.82 | -4.84% | New holding | 2 | 2 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Reduce Reduce | -0.15% | 108.12 ($124.74) 135.04 | $138.28 | 10.86% | Reduce -1.4% | 456,348 | -6,501 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Reduce Reduce | -0.12% | 243.75 ($281.15) 303.93 | $311.25 | 10.71% | Reduce -1.75% | 132,437 | -2,353 |
O'Brien Wealth Partners LLC Total Holding History ($B)
O'Brien Wealth Partners LLC's Asset Allocation
O'Brien Wealth Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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O'Brien Wealth Partners LLC's Hypothetical Growth since 2025-06-30
O'Brien Wealth Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
O'Brien Wealth Partners LLC's Holdings Heat Map
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O'Brien Wealth Partners LLC's Holdings Bubble Chart
O'Brien Wealth Partners LLC News
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