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

Currently, O'Brien Wealth Partners LLC holds 110 types of securities in its portfolio with a total value $756.2M. In the most recent quarter, they have increased their positions in VGLT (+27.3K shares, valued at $1.5M), AGG (+11.6K shares, valued at $1.2M), SPTI (+30.8K shares, valued at $889.2K); decreased their positions in AAPL (-15.2K shares, valued at $4.1M), IWF (-2.0K shares, valued at $944.2K), USMC (-12.4K shares, valued at $849.9K); initiated new positions in DFAC (+17.8K shares, valued at $705.5K), DFUV (+11.0K shares, valued at $510.6K), DUHP (+13.3K shares, valued at $504.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR447.7K shares-0.83%2025-12-312026-01-22

SPYM SPDR SERIES TRUST812.4K shares-0.70%2025-12-312026-01-22

USMC PRINCIPAL EXCHANGE TRADED FD893.7K shares-1.37%2025-12-312026-01-22

DBEF DBX ETF TR1.2M shares-0.90%2025-12-312026-01-22

HDEF DBX ETF TR1.8M shares-0.38%2025-12-312026-01-22

COWZ PACER FDS TR831.7K shares-0.18%2025-12-312026-01-22

JMTG J P MORGAN EXCHANGE TRADED F966.0K shares1.45%2025-12-312026-01-22

VTI VANGUARD INDEX FDS130.8K shares-0.89%2025-12-312026-01-22

Sponsored

SPTI SPDR SERIES TRUST1.5M shares2.17%2025-12-312026-01-22

XCEM COLUMBIA ETF TR II731.0K shares-1.60%2025-12-312026-01-22

SPTL SPDR SERIES TRUST928.2K shares-1.66%2025-12-312026-01-22

CVLC MORGAN STANLEY ETF TRUST277.9K shares-0.17%2025-12-312026-01-22

VUG VANGUARD INDEX FDS45.5K shares-1.34%2025-12-312026-01-22

IWV ISHARES TR50.4K shares0.01%2025-12-312026-01-22

IWF ISHARES TR37.2K shares-5.08%2025-12-312026-01-22

AAPL APPLE INC45.5K shares-25.02%2025-12-312026-01-22

Sponsored

NULV NUSHARES ETF TR270.2K shares0.71%2025-12-312026-01-22

SPTS SPDR SERIES TRUST406.4K shares2.11%2025-12-312026-01-22

VGLT VANGUARD SCOTTSDALE FDS191.4K shares16.64%2025-12-312026-01-22

NULG NUSHARES ETF TR103.0K shares-2.15%2025-12-312026-01-22

CVIE MORGAN STANLEY ETF TRUST119.7K shares-1.08%2025-12-312026-01-22

ESGE ISHARES INC151.2K shares-0.69%2025-12-312026-01-22

VSGX VANGUARD WORLD FD89.7K shares-1.61%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS8.1K shares9.69%2025-12-312026-01-22

Sponsored

MCD MCDONALDS CORP12.5K shares0.01%2025-12-312026-01-22

VXUS VANGUARD STAR FDS39.6K shares0.00%2025-12-312026-01-22

MSFT MICROSOFT CORP4.5K shares-4.97%2025-12-312026-01-22

ALPHABET INC ALPHABET INC7.0K shares0.07%2025-12-312026-01-22

LLY ELI LILLY & CO1.7K shares-0.06%2025-12-312026-01-22

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-22

AGG ISHARES TR15.1K shares330.88%2025-12-312026-01-22

CAT CATERPILLAR INC2.5K shares0.00%2025-12-312026-01-22

Sponsored

JPM JPMORGAN CHASE & CO.4.1K shares0.07%2025-12-312026-01-22

LFST LIFESTANCE HEALTH GROUP INC178.4K shares0.00%2025-12-312026-01-22

AMZN AMAZON COM INC5.0K shares0.00%2025-12-312026-01-22

SDY SPDR SERIES TRUST7.1K shares0.56%2025-12-312026-01-22

USMV ISHARES TR9.1K shares-10.51%2025-12-312026-01-22

IVV ISHARES TR1.2K shares0.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR5.7K shares100.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC2.5K shares0.04%2025-12-312026-01-22

Sponsored

CSCO CISCO SYS INC9.8K shares0.00%2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST17.8K sharesnew addition2025-12-312026-01-22

GLW CORNING INC7.8K shares-2.98%2025-12-312026-01-22

ADI ANALOG DEVICES INC2.3K shares0.00%2025-12-312026-01-22

ABBV ABBVIE INC2.7K shares0.00%2025-12-312026-01-22

HD HOME DEPOT INC1.8K shares-0.62%2025-12-312026-01-22

ORCL ORACLE CORP3.0K shares-0.16%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR851 shares0.00%2025-12-312026-01-22

Sponsored

MERCK & CO INC MERCK & CO INC5.3K shares0.13%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON2.7K shares0.04%2025-12-312026-01-22

IWB ISHARES TR1.5K shares0.00%2025-12-312026-01-22

ABT ABBOTT LABS4.3K shares-0.16%2025-12-312026-01-22

TXN TEXAS INSTRS INC3.1K shares0.03%2025-12-312026-01-22

RTX RTX CORPORATION2.9K shares0.00%2025-12-312026-01-22

ATR APTARGROUP INC4.3K shares0.00%2025-12-312026-01-22

APD AIR PRODS & CHEMS INC2.1K shares-0.09%2025-12-312026-01-22

Sponsored

AME AMETEK INC2.5K shares0.00%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.46%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST11.0K sharesnew addition2025-12-312026-01-22

DUHP DIMENSIONAL ETF TRUST13.3K sharesnew addition2025-12-312026-01-22

MTUM ISHARES TR2.0K sharesnew addition2025-12-312026-01-22

BN BROOKFIELD CORP10.5K shares49.99%2025-12-312026-01-22

AMGN AMGEN INC1.5K shares0.00%2025-12-312026-01-22

UPWK UPWORK INC23.6K shares0.00%2025-12-312026-01-22

Sponsored

BSV VANGUARD BD INDEX FDS5.8K sharesnew addition2025-12-312026-01-22

EMXC ISHARES INC6.0K shares-0.50%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS5.8K sharesnew addition2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST10.4K sharesnew addition2025-12-312026-01-22

META META PLATFORMS INC544 shares0.00%2025-12-312026-01-22

ESGD ISHARES TR3.7K shares0.00%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO2.4K shares-1.92%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL663 shares0.00%2025-12-312026-01-22

Sponsored

VB VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-22

IBTJ ISHARES TR11.5K sharesnew addition2025-12-312026-01-22

IBTI ISHARES TR11.3K sharesnew addition2025-12-312026-01-22

IBTH ISHARES TR11.3K sharesnew addition2025-12-312026-01-22

IBTK ISHARES TR12.7K sharesnew addition2025-12-312026-01-22

IBTG ISHARES TR11.1K sharesnew addition2025-12-312026-01-22

BNDX VANGUARD CHARLOTTE FDS5.1K sharesnew addition2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST4.9K sharesnew addition2025-12-312026-01-22

Sponsored

DIHP DIMENSIONAL ETF TRUST7.5K sharesnew addition2025-12-312026-01-22

IMTM ISHARES TR4.8K sharesnew addition2025-12-312026-01-22

AVSC AMERICAN CENTY ETF TR3.6K sharesnew addition2025-12-312026-01-22

LPLA LPL FINL HLDGS INC566 sharesnew addition2025-12-312026-01-22

NVDA NVIDIA CORPORATION995 shares-6.40%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP301 shares-0.33%2025-12-312026-01-22

TJX TJX COS INC NEW810 shares0.00%2025-12-312026-01-22

KO COCA COLA CO1.6K shares-10.28%2025-12-312026-01-22

Sponsored

XOM EXXON MOBIL CORP738 shares0.00%2025-12-312026-01-22

PEP PEPSICO INC612 shares-0.16%2025-12-312026-01-22

DIS DISNEY WALT CO700 shares0.00%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC431 shares0.00%2025-12-312026-01-22

NSC NORFOLK SOUTHN CORP235 shares0.00%2025-12-312026-01-22

V VISA INC160 shares0.00%2025-12-312026-01-22

BROADCOM INC BROADCOM INC147 shares-0.68%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE129 shares0.00%2025-12-312026-01-22

Sponsored

TSLA TESLA INC79 shares0.00%2025-12-312026-01-22

GEV GE VERNOVA INC37 shares0.00%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC61 shares-1.61%2025-12-312026-01-22

APH AMPHENOL CORP NEW120 shares0.00%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO33 sharesnew addition2025-12-312026-01-22

MA MASTERCARD INCORPORATED21 shares-4.55%2025-12-312026-01-22

WMT WALMART INC95 shares0.00%2025-12-312026-01-22

EATON CORP PLC EATON CORP PLC26 shares0.00%2025-12-312026-01-22

Sponsored

NFLX NETFLIX INC60 shares566.67%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC25 sharesnew addition2025-12-312026-01-22

MS MORGAN STANLEY19 shares0.00%2025-12-312026-01-22

ADP AUTOMATIC DATA PROCESSING IN5 shares-16.67%2025-12-312026-01-22

AMAT APPLIED MATLS INC5 shares0.00%2025-12-312026-01-22

NEE NEXTERA ENERGY INC15 shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available