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Disclosery

13F-HR filed by O'Brien Wealth Partners LLC

O'Brien Wealth Partners LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-28, with 72 holding rows worth $537,063,069.

Accession
0001580642-25-002582
Filer
CIK 1689874
Filed
2025-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 72 entries on the cover page, a total value of $537,063,069 stated on the cover page (in dollars after the unit check, H1), rows summing to $537,063,069 with VALUE read as dollars as filed, 13F file number 028-17558. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS877,803$57,724,347dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS462,849$56,472,148dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE1,216,386$52,669,520dollars as filed
PRINCIPAL EXCHANGE-TRA74255Y870USMC925,108$52,527,618dollars as filed
PACER FDS TR69374H881US CASH COWS 100822,041$45,014,946dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF1,402,556$40,085,055dollars as filed
VTI922908769COM134,790$37,045,743dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS927,735$25,290,057dollars as filed
MORGAN STANLEY ETF TRUST61774R205CALVERT US LARCP277,410$19,124,652dollars as filed
Vanguard Growth922908736COM44,381$16,457,540dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF51,139$16,243,663dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK41,560$15,007,051dollars as filed
COLUMBIA ETF TR II19762B202EM CORE EX ETF500,225$14,774,151dollars as filed
Apple Inc037833100COM61,030$13,556,602dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR394,108$11,523,721dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL270,778$10,963,790dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM158,584$9,136,019dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF107,106$8,384,247dollars as filed
ISHARES INC46434G764MSCI EMRG CHN139,080$7,661,917dollars as filed
MORGAN STANLEY ETF TRUST61774R106CALVE INDEX ETF127,630$7,389,234dollars as filed
McDonalds Corporation580135101COM10,688$3,338,603dollars as filed
VANGUARD STAR FDS921909768COM39,603$2,459,346dollars as filed
LIFESTANCE HEALTH GROUP INC53228F101COM216,371$1,441,031dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS10,190$954,395dollars as filed
SPDR S&P Dividend ETF78464A763SHS7,021$952,544dollars as filed
Microsoft Corp594918104COM2,295$861,657dollars as filed
META PLATFORMS INC CL A30303M102COM1,397$805,190dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,215$682,709dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,860$590,533dollars as filed
SPY78462F103SHS868$485,586dollars as filed
Analog Devices,Inc.032654105COM2,341$472,109dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,498$459,497dollars as filed
AMETEK INC COM031100100Stock2,547$438,441dollars as filed
International Business Machines Corporation459200101COM1,721$427,991dollars as filed
Johnson & Johnson478160104COM2,521$418,139dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,643$408,653dollars as filed
Berkshire Hathaway Inc084670702COM676$360,024dollars as filed
Vanguard S&P 500 ETF922908363COM642$329,930dollars as filed
UPWORK INC91688F104COM23,571$307,602dollars as filed
ISHARES TR46435G516COM3,676$300,292dollars as filed
JPMorgan Chase & Co46625H100COM1,181$289,755dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,629$260,061dollars as filed
Amazon.com, Inc023135106COM1,328$252,665dollars as filed
ISHARES INC46434G863COM7,128$249,124dollars as filed
Procter & Gamble Co742718109COM1,377$234,748dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM1,200$231,624dollars as filed
Merck & Co.,Inc.58933Y105COM2,350$210,936dollars as filed
PAYCHEX INC704326107COM1,277$197,016dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,014$158,417dollars as filed
AbbVie,Inc.00287Y109COM755$158,188dollars as filed
Chevron Corporation166764100COM784$131,155dollars as filed
NVIDIA Corp67066G104COM1,141$123,666dollars as filed
Coca-Cola Company191216100COM1,722$123,358dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock508$120,320dollars as filed
Accenture Plc Class AG1151C101COM385$120,135dollars as filed
Abbott Laboratories002824100COM744$98,692dollars as filed
PepsiCo,Inc.713448108COM652$97,761dollars as filed
EXXON MOBIL CORP30231G102COM753$89,554dollars as filed
MasterCard, Inc57636Q104COM109$59,745dollars as filed
Visa Inc92826C839COM155$54,321dollars as filed
Verizon Communications Inc92343V104COM1,141$51,741dollars as filed
Eli Lilly and Company532457108COM59$48,729dollars as filed
UnitedHealth Group Inc91324P102COM87$45,566dollars as filed
Broadcom Inc.11135F101COM208$34,825dollars as filed
General Electric Company369604301COM163$32,624dollars as filed
Tesla Motors, Inc88160R101COM61$15,809dollars as filed
Cisco Systems,Inc.17275R102COM208$12,836dollars as filed
Netflix, Inc64110L106COM7$6,528dollars as filed
Home Depot, Inc437076102COM9$3,298dollars as filed
Amgen Inc.031162100COM5$1,558dollars as filed
AMPHENOL CORP NEW032095101COM20$1,312dollars as filed
NextEra Energy,Inc.65339F101COM10$709dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001580642-25-002582this filing2025-04-28acceptance time not in the bulk data set