Investor

O'Brien Wealth Partners LLC

Portfolio Total Value

$548,209,000.00

Number of Stocks

69

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
ITOT $60,568,000.0 11.06%
Reduced 0.31%
470,908 $128.62 $155.49
Added 20.89%
$106.31 $134.51
SPLG $59,311,000.0 10.83%
Added 13.93%
860,342 $68.94 $80.0
Added 16.04%
$56.8 $71.65
USMC $57,854,000.0 10.56%
Added 15.99%
963,761 $60.03 $68.62
Added 14.31%
$48.04 $61.98
DBEF $50,884,000.0 9.29%
Added 3.64%
1,229,100 $41.4 $51.19
Added 23.65%
$37.39 $43.01
COWZ $46,201,000.0 8.43%
Added 5.15%
818,019 $56.48 $63.18
Added 11.86%
$50.99 $61.92
VTI $39,711,000.0 7.25%
Added 12.59%
137,028 $289.81 $347.84
Added 20.02%
$239.86 $302.95
SPTI $39,150,000.0 7.15%
Added 11.64%
1,404,265 $27.88 $28.74
Added 3.08%
$27.42 $29.28
SPTL $24,019,000.0 4.38%
Added 16.34%
917,131 $26.19 $26.28
Added 0.34%
$25.44 $29.95
XCEM $21,364,000.0 3.9%
Added 10.01%
721,765 $29.6 $45.56
Added 53.92%
$29.1 $33.9
$20,516,000.0 3.75%
Added 6.86%
279,735 $73.34 $nan
Reduced nan%
$nan $nan
VUG $18,197,000.0 3.32%
Added 10.85%
44,337 $410.44 $81.5
Reduced 80.14%
$317.59 $428.69
IWF $17,511,000.0 3.2%
Reduced 2.25%
43,606 $401.58 $474.73
Added 18.22%
$310.51 $419.53
IWV $17,185,000.0 3.14%
Reduced 0.08%
51,415 $334.25 $401.32
Added 20.07%
$276.42 $349.54
AAPL $15,285,000.0 2.79%
Added 67.73%
61,038 $250.42 $266.17
Added 6.29%
$164.08 $260.1
SPTS $11,500,000.0 2.1%
Added 9.38%
396,433 $29.01 $29.18
Added 0.59%
$28.62 $29.46
NULV $10,746,000.0 1.96%
Added 2.4%
272,966 $39.37 $48.28
Added 22.63%
$35.63 $43.39
NULG $9,232,000.0 1.69%
Reduced 1.33%
107,551 $85.84 $102.42
Added 19.32%
$70.12 $91.03
VGLT $8,986,000.0 1.64%
Added 6.19%
162,362 $55.35 $55.32
Reduced 0.05%
$53.8 $63.41
MCD $3,083,000.0 0.56%
Added 0.01%
10,637 $289.89 $301.84
Added 4.12%
$243.53 $317.9
VXUS $2,333,000.0 0.43%
No Change
39,603 $58.93 $83.48
Added 41.66%
$56.48 $65.52
LFST $1,594,000.0 0.29%
Reduced 31.61%
216,371 $7.37 $6.92
Reduced 6.11%
$4.64 $9.2
FB $965,000.0 0.18%
Reduced 11.87%
1,649 $585.37 $43.39
Reduced 92.59%
$0.0 $0.0
USMV $904,000.0 0.17%
No Change
10,190 $88.79 $94.09
Added 5.97%
$79.31 $94.83
SDY $923,000.0 0.17%
Reduced 0.21%
6,988 $132.09 $148.0
Added 12.04%
$121.52 $144.45
IVV $718,000.0 0.13%
No Change
1,220 $588.68 $707.23
Added 20.14%
$485.19 $612.09
XLK $665,000.0 0.12%
Added 60.4%
2,860 $232.52 $154.69
Reduced 33.47%
$190.75 $241.88
MSFT $536,000.0 0.1%
No Change
1,272 $421.52 $424.16
Added 0.63%
$385.58 $468.35
SPY $552,000.0 0.1%
Reduced 33.57%
942 $586.1 $708.72
Added 20.92%
$482.86 $609.07
ADI $497,000.0 0.09%
No Change
2,341 $212.46 $375.27
Added 76.63%
$182.57 $244.14
IWB $507,000.0 0.09%
No Change
1,574 $322.16 $388.52
Added 20.6%
$265.7 $336.18
AME $464,000.0 0.08%
Reduced 8.84%
2,578 $180.26 $233.54
Added 29.56%
$149.03 $198.33
QQQ $379,000.0 0.08%
No Change
777 $488.31 $644.33
Added 31.95%
$413.07 $539.15
GOOGL $420,000.0 0.08%
Added 0.05%
2,222 $189.31 $332.29
Added 75.53%
$130.67 $202.29
UPWK $385,000.0 0.07%
Reduced 22.88%
23,571 $16.35 $11.08
Reduced 32.23%
$8.43 $18.14
IBM $372,000.0 0.07%
Added 0.59%
1,695 $219.88 $255.68
Added 16.28%
$162.62 $239.35
VOO $345,000.0 0.06%
No Change
642 $538.81 $651.54
Added 20.92%
$443.75 $559.96
JNJ $347,000.0 0.06%
Reduced 1.23%
2,400 $144.63 $226.16
Added 56.37%
$140.68 $168.85
QQQM $252,000.0 0.05%
No Change
1,200 $210.45 $265.31
Added 26.07%
$169.96 $221.92
ESGD $279,000.0 0.05%
No Change
3,676 $76.14 $102.56
Added 34.7%
$74.05 $85.04
BRK.B $294,000.0 0.05%
No Change
650 $453.28 $nan
Reduced nan%
$nan $nan
EMXC $255,000.0 0.05%
No Change
4,605 $55.45 $87.7
Added 58.16%
$53.94 $63.25
AGG $254,000.0 0.05%
Added 31.78%
2,629 $96.9 $99.47
Added 2.65%
$94.85 $102.04
GOOG $220,000.0 0.04%
No Change
1,160 $190.44 $330.47
Added 73.53%
$131.55 $203.84
JPM $216,000.0 0.04%
Reduced 8.9%
901 $239.77 $313.0
Added 30.54%
$168.86 $264.25
AMZN $240,000.0 0.04%
No Change
1,094 $219.39 $249.91
Added 13.91%
$151.61 $235.44
VB $221,000.0 0.04%
Reduced 11.15%
924 $240.22 $284.17
Added 18.3%
$205.93 $263.35
PG $200,000.0 0.04%
Reduced 4.7%
1,197 $167.63 $144.49
Reduced 13.8%
$152.06 $180.43
MRK $208,000.0 0.04%
No Change
2,100 $99.48 $112.56
Added 13.15%
$94.48 $134.63
PAYX $179,000.0 0.03%
Reduced 11.93%
1,277 $140.22 $93.09
Reduced 33.61%
$114.72 $150.71
ACN $135,000.0 0.02%
No Change
385 $351.79 $195.06
Reduced 44.55%
$278.69 $387.51
ABT $83,000.0 0.02%
No Change
734 $113.11 $92.72
Reduced 18.03%
$99.71 $121.64
ABBV $130,000.0 0.02%
No Change
734 $177.7 $205.12
Added 15.43%
$153.58 $207.32
AMAT $97,000.0 0.02%
No Change
598 $162.64 $394.33
Added 142.46%
$158.96 $255.89
XOM $101,000.0 0.02%
No Change
946 $107.57 $148.36
Added 37.92%
$97.74 $126.34
NSC $95,000.0 0.02%
No Change
408 $234.7 $302.22
Added 28.77%
$206.71 $277.6
KO $105,000.0 0.02%
Reduced 3.46%
1,702 $62.27 $74.7
Added 19.96%
$57.93 $73.53
CVX $125,000.0 0.02%
Reduced 17.98%
867 $144.84 $185.98
Added 28.4%
$135.37 $167.11
GE $27,000.0 0.01%
No Change
145 $188.58 $286.73
Added 52.05%
$100.92 $194.8
MA $52,000.0 0.01%
No Change
100 $526.57 $511.35
Reduced 2.89%
$428.86 $537.7
NVDA $30,000.0 0.01%
Added 18.95%
226 $134.31 $199.88
Added 48.82%
$59.94 $153.13
LLY $36,000.0 0.01%
No Change
47 $772.74 $919.9
Added 19.04%
$624.68 $972.53
VZ $50,000.0 0.01%
No Change
1,117 $44.89 $46.44
Added 3.45%
$37.59 $45.36
PEP $63,000.0 0.01%
Reduced 19.34%
417 $152.06 $154.92
Added 1.88%
$141.51 $183.41
CSCO $11,000.0 0.0%
No Change
193 $59.2 $89.7
Added 51.52%
$44.5 $61.33
ADP $1,000.0 0.0%
No Change
4 $292.75 $202.87
Reduced 30.7%
$231.27 $309.63
AVGO $6,000.0 0.0%
No Change
30 $233.23 $402.17
Added 72.43%
$117.43 $251.88
ORCL $2,000.0 0.0%
No Change
15 $167.53 $177.58
Added 6.0%
$106.51 $198.31
TSLA $8,000.0 0.0%
No Change
20 $403.85 $392.5
Reduced 2.81%
$138.8 $488.54
UNH $25,000.0 0.0%
No Change
50 $505.86 $346.01
Reduced 31.6%
$436.38 $630.73