Obrien-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  null,
  "ABBV",
  null,
  "GOOGL",
  "AVGO",
  "DBEF",
  null,
  "HD",
  "MCD",
  "EMXC",
  "META",
  "LFST",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  "PAYX",
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  null,
  "SPLG",
  null,
  "IBM",
  null,
  "IWV",
  "APH",
  "SDY",
  "AMZN",
  "ESGD",
  "UPWK",
  "VUG",
  "VXUS",
  "VGLT",
  "VOO",
  "V",
  "NSC",
  null,
  null,
  "AME",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 72
Total Value: 537063069
Accession Number: 0001580642-25-002582
Form Type: 13F-HR
CIK: obrien-wealth-partners
Manager Name: Obrien-Wealth-Partners

Data Enrichment

82% identified

59 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $537.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A854

SPLG|78464A854

Shares:877.8K

Value:$57.7M

% of Portfolio:10.7% ($57.7M/$537.1M)

464287150

ITOT|464287150

Shares:462.8K

Value:$56.5M

% of Portfolio:10.5% ($56.5M/$537.1M)

233051200

DBEF|233051200

Shares:1.2M

Value:$52.7M

% of Portfolio:9.8% ($52.7M/$537.1M)

74255Y870

Shares:925.1K

Value:$52.5M

% of Portfolio:9.8% ($52.5M/$537.1M)

69374H881

Shares:822.0K

Value:$45.0M

% of Portfolio:8.4% ($45.0M/$537.1M)

78464A672

Shares:1.4M

Value:$40.1M

% of Portfolio:7.5% ($40.1M/$537.1M)

922908769

VTI|922908769

Shares:134.8K

Value:$37.0M

% of Portfolio:6.9% ($37.0M/$537.1M)

78464A664

Shares:927.7K

Value:$25.3M

% of Portfolio:4.7% ($25.3M/$537.1M)

61774R205

Shares:277.4K

Value:$19.1M

% of Portfolio:3.6% ($19.1M/$537.1M)

922908736

VUG|922908736

Shares:44.4K

Value:$16.5M

% of Portfolio:3.1% ($16.5M/$537.1M)

464287689

IWV|464287689

Shares:51.1K

Value:$16.2M

% of Portfolio:3.0% ($16.2M/$537.1M)

464287614

IWF|464287614

Shares:41.6K

Value:$15.0M

% of Portfolio:2.8% ($15.0M/$537.1M)

19762B202

Shares:500.2K

Value:$14.8M

% of Portfolio:2.8% ($14.8M/$537.1M)

Apple Inc.

AAPL|037833100

Shares:61.0K

Value:$13.6M

% of Portfolio:2.5% ($13.6M/$537.1M)

78468R101

Shares:394.1K

Value:$11.5M

% of Portfolio:2.1% ($11.5M/$537.1M)

67092P300

Shares:270.8K

Value:$11.0M

% of Portfolio:2.0% ($11.0M/$537.1M)

92206C847

VGLT|92206C847

Shares:158.6K

Value:$9.1M

% of Portfolio:1.7% ($9.1M/$537.1M)

67092P201

Shares:107.1K

Value:$8.4M

% of Portfolio:1.6% ($8.4M/$537.1M)

46434G764

EMXC|46434G764

Shares:139.1K

Value:$7.7M

% of Portfolio:1.4% ($7.7M/$537.1M)

61774R106

Shares:127.6K

Value:$7.4M

% of Portfolio:1.4% ($7.4M/$537.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	877.8K	QoQ NEW(+877.8K) YoY +2140.03% (+838.6K)	All Managers (Combined)	$57.7M	10.7% ($57.7M/$537.1M)	QoQ NEW(+$57.7M) YoY +2294.03% (+$55.3M)
(ITOTcusip464287150)	462.8K	QoQ NEW(+462.8K) YoY -50.91% (-480.1K)	All Managers (Combined)	$56.5M	10.5% ($56.5M/$537.1M)	QoQ NEW(+$56.5M) YoY -48.05% (-$52.2M)
(DBEFcusip233051200)	1.2M	QoQ NEW(+1.2M) YoY +3.67% (+43.2K)	All Managers (Combined)	$52.7M	9.8% ($52.7M/$537.1M)	QoQ NEW(+$52.7M) YoY +9.68% (+$4.6M)
(cusip74255Y870)✕	925.1K	QoQ NEW(+925.1K) YoY +163.16% (+573.6K)	All Managers (Combined)	$52.5M	9.8% ($52.5M/$537.1M)	QoQ NEW(+$52.5M) YoY +190.94% (+$34.5M)
(cusip69374H881)✕	822.0K	QoQ NEW(+822.0K) YoY +9.40% (+70.7K)	All Managers (Combined)	$45.0M	8.4% ($45.0M/$537.1M)	QoQ NEW(+$45.0M) YoY +3.10% (+$1.4M)
(cusip78464A672)✕	1.4M	QoQ NEW(+1.4M) YoY +19.02% (+224.2K)	All Managers (Combined)	$40.1M	7.5% ($40.1M/$537.1M)	QoQ NEW(+$40.1M) YoY +20.71% (+$6.9M)
(VTIcusip922908769)	134.8K	QoQ NEW(+134.8K) YoY -19.05% (-31.7K)	All Managers (Combined)	$37.0M	6.9% ($37.0M/$537.1M)	QoQ NEW(+$37.0M) YoY -14.40% (-$6.2M)
(cusip78464A664)✕	927.7K	QoQ NEW(+927.7K) YoY +29.35% (+210.5K)	All Managers (Combined)	$25.3M	4.7% ($25.3M/$537.1M)	QoQ NEW(+$25.3M) YoY +26.20% (+$5.3M)
(cusip61774R205)✕	277.4K	QoQ NEW(+277.4K) YoY +3.65% (+9.8K)	All Managers (Combined)	$19.1M	3.6% ($19.1M/$537.1M)	QoQ NEW(+$19.1M) YoY +8.87% (+$1.6M)
(VUGcusip922908736)	44.4K	QoQ NEW(+44.4K) YoY +65.97% (+17.6K)	All Managers (Combined)	$16.5M	3.1% ($16.5M/$537.1M)	QoQ NEW(+$16.5M) YoY +78.81% (+$7.3M)
(IWVcusip464287689)	51.1K	QoQ NEW(+51.1K) YoY -2.23% (-1.2K)	All Managers (Combined)	$16.2M	3.0% ($16.2M/$537.1M)	QoQ NEW(+$16.2M) YoY +3.48% (-$546.8K)
(IWFcusip464287614)	41.6K	QoQ NEW(+41.6K) YoY -8.58% (-3.9K)	All Managers (Combined)	$15.0M	2.8% ($15.0M/$537.1M)	QoQ NEW(+$15.0M) YoY -2.06% (-$316.5K)
(cusip19762B202)✕	500.2K	QoQ NEW(+500.2K) YoY NEW(+500.2K)	All Managers (Combined)	$14.8M	2.8% ($14.8M/$537.1M)	QoQ NEW(+$14.8M) YoY NEW(+$14.8M)
Apple Inc.(AAPLcusip037833100)	61.0K	QoQ NEW(+61.0K) YoY +181.77% (+39.4K)	All Managers (Combined)	$13.6M	2.5% ($13.6M/$537.1M)	QoQ NEW(+$13.6M) YoY +265.00% (+$9.8M)
(cusip78468R101)✕	394.1K	QoQ NEW(+394.1K) YoY +15.41% (+52.6K)	All Managers (Combined)	$11.5M	2.1% ($11.5M/$537.1M)	QoQ NEW(+$11.5M) YoY +16.69% (+$1.6M)
(cusip67092P300)✕	270.8K	QoQ NEW(+270.8K) YoY +8.21% (+20.6K)	All Managers (Combined)	$11.0M	2.0% ($11.0M/$537.1M)	QoQ NEW(+$11.0M) YoY +12.75% (+$1.2M)
(VGLTcusip92206C847)	158.6K	QoQ NEW(+158.6K) YoY +6.62% (+9.9K)	All Managers (Combined)	$9.1M	1.7% ($9.1M/$537.1M)	QoQ NEW(+$9.1M) YoY +3.69% (+$325.3K)
(cusip67092P201)✕	107.1K	QoQ NEW(+107.1K) YoY NEW(+107.1K)	All Managers (Combined)	$8.4M	1.6% ($8.4M/$537.1M)	QoQ NEW(+$8.4M) YoY NEW(+$8.4M)
(EMXCcusip46434G764)	139.1K	QoQ NEW(+139.1K) YoY NEW(+139.1K)	All Managers (Combined)	$7.7M	1.4% ($7.7M/$537.1M)	QoQ NEW(+$7.7M) YoY NEW(+$7.7M)
(cusip61774R106)✕	127.6K	QoQ NEW(+127.6K) YoY +6.93% (+8.3K)	All Managers (Combined)	$7.4M	1.4% ($7.4M/$537.1M)	QoQ NEW(+$7.4M) YoY +8.66% (+$589.3K)