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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Obrien-Wealth-Partners
Data Enrichment
82% identified59 identified13 unidentified
Holdings
72 positions • $537.1M total value
Manager:
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Page 2 of 4
Shares:216.4K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$537.1M)
Shares:1.7K
Value:$428.0K
% of Portfolio:0.1% ($428.0K/$537.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
MCDONALDS CORP(MCDcusip580135101) | 10.7K | QoQ NEW(+10.7K) YoY +0.15% (+17) | All Managers (Combined) | $3.3M | 0.6% ($3.3M/$537.1M) | QoQ NEW(+$3.3M) |
| 39.6K | QoQ NEW(+39.6K) YoY NEW(+39.6K) | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$537.1M) | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) | |
| 216.4K | QoQ NEW(+216.4K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$537.1M) | QoQ NEW(+$1.4M) | |
| 10.2K | QoQ NEW(+10.2K) YoY 0.00% (+0) | All Managers (Combined) | $954.4K | 0.2% ($954.4K/$537.1M) | QoQ NEW(+$954.4K) | |
| 7.0K | QoQ NEW(+7.0K) YoY +1.22% (+85) | All Managers (Combined) | $952.5K | 0.2% ($952.5K/$537.1M) | QoQ NEW(+$952.5K) | |
MICROSOFT CORP(MSFTcusip594918104) | 2.3K | QoQ NEW(+2.3K) | All Managers (Combined) | $861.7K | 0.2% ($861.7K/$537.1M) | QoQ NEW(+$861.7K) |
| 1.4K | QoQ NEW(+1.4K) | All Managers (Combined) | $805.2K | 0.1% ($805.2K/$537.1M) | QoQ NEW(+$805.2K) | |
| 1.2K | QoQ NEW(+1.2K) YoY -1.45% (-18) | All Managers (Combined) | $682.7K | 0.1% ($682.7K/$537.1M) | QoQ NEW(+$682.7K) | |
| 2.9K | QoQ NEW(+2.9K) | All Managers (Combined) | $590.5K | 0.1% ($590.5K/$537.1M) | QoQ NEW(+$590.5K) | |
| 868 | QoQ NEW(+868) | All Managers (Combined) | $485.6K | 0.1% ($485.6K/$537.1M) | QoQ NEW(+$485.6K) | |
| 2.3K | QoQ NEW(+2.3K) YoY -0.38% (-9) | All Managers (Combined) | $472.1K | 0.1% ($472.1K/$537.1M) | QoQ NEW(+$472.1K) | |
| 1.5K | QoQ NEW(+1.5K) YoY -4.82% (-76) | All Managers (Combined) | $459.5K | 0.1% ($459.5K/$537.1M) | QoQ NEW(+$459.5K) | |
AMETEK INC/(AMEcusip031100100) | 2.5K | QoQ NEW(+2.5K) | All Managers (Combined) | $438.4K | 0.1% ($438.4K/$537.1M) | QoQ NEW(+$438.4K) |
| 1.7K | QoQ NEW(+1.7K) YoY +2.50% (+42) | All Managers (Combined) | $428.0K | 0.1% ($428.0K/$537.1M) | QoQ NEW(+$428.0K) | |
| 2.5K | QoQ NEW(+2.5K) | All Managers (Combined) | $418.1K | 0.1% ($418.1K/$537.1M) | QoQ NEW(+$418.1K) | |
Alphabet Inc.(GOOGLcusip02079K305) | 2.6K | QoQ NEW(+2.6K) | All Managers (Combined) | $408.7K | 0.1% ($408.7K/$537.1M) | QoQ NEW(+$408.7K) |
| 676 | QoQ NEW(+676) YoY +1.96% (+13) | All Managers (Combined) | $360.0K | 0.1% ($360.0K/$537.1M) | QoQ NEW(+$360.0K) | |
| 642 | QoQ NEW(+642) YoY NEW(+642) | All Managers (Combined) | $329.9K | 0.1% ($329.9K/$537.1M) | QoQ NEW(+$329.9K) YoY NEW(+$329.9K) | |
UPWORK, INC(UPWKcusip91688F104) | 23.6K | QoQ NEW(+23.6K) | All Managers (Combined) | $307.6K | 0.1% ($307.6K/$537.1M) | QoQ NEW(+$307.6K) |
| 3.7K | QoQ NEW(+3.7K) YoY 0.00% (+0) | All Managers (Combined) | $300.3K | 0.1% ($300.3K/$537.1M) | QoQ NEW(+$300.3K) |