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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JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$289.8K

% of Portfolio:0.1% ($289.8K/$537.1M)

464287226

Shares:2.6K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$537.1M)

AMAZON COM INC

AMZN|023135106

Shares:1.3K

Value:$252.7K

% of Portfolio:0.0% ($252.7K/$537.1M)

46434G863

Shares:7.1K

Value:$249.1K

% of Portfolio:0.0% ($249.1K/$537.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.4K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$537.1M)

46138G649

Shares:1.2K

Value:$231.6K

% of Portfolio:0.0% ($231.6K/$537.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.4K

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$537.1M)

PAYCHEX INC

PAYX|704326107

Shares:1.3K

Value:$197.0K

% of Portfolio:0.0% ($197.0K/$537.1M)

Alphabet Inc.

GOOG|02079K107

Shares:1.0K

Value:$158.4K

% of Portfolio:0.0% ($158.4K/$537.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:755

Value:$158.2K

% of Portfolio:0.0% ($158.2K/$537.1M)

CHEVRON CORP

CVX|166764100

Shares:784

Value:$131.2K

% of Portfolio:0.0% ($131.2K/$537.1M)

NVIDIA CORP

NVDA|67066G104

Shares:1.1K

Value:$123.7K

% of Portfolio:0.0% ($123.7K/$537.1M)

COCA COLA CO

KO|191216100

Shares:1.7K

Value:$123.4K

% of Portfolio:0.0% ($123.4K/$537.1M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:508

Value:$120.3K

% of Portfolio:0.0% ($120.3K/$537.1M)

Accenture plc

ACN|G1151C101

Shares:385

Value:$120.1K

% of Portfolio:0.0% ($120.1K/$537.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:744

Value:$98.7K

% of Portfolio:0.0% ($98.7K/$537.1M)

PEPSICO INC

PEP|713448108

Shares:652

Value:$97.8K

% of Portfolio:0.0% ($97.8K/$537.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:753

Value:$89.6K

% of Portfolio:0.0% ($89.6K/$537.1M)

Mastercard Inc

MA|57636Q104

Shares:109

Value:$59.7K

% of Portfolio:0.0% ($59.7K/$537.1M)

VISA INC.

V|92826C839

Shares:155

Value:$54.3K

% of Portfolio:0.0% ($54.3K/$537.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ NEW(+1.2K) YoY +13.66% (+142)	All Managers (Combined)	$289.8K	0.1% ($289.8K/$537.1M)	QoQ NEW(+$289.8K) YoY +39.29% (+$81.7K)
(cusip464287226)✕	2.6K	QoQ NEW(+2.6K) YoY +23.25% (+496)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$537.1M)	QoQ NEW(+$260.1K) YoY +24.48% (+$51.2K)
AMAZON COM INC(AMZNcusip023135106)	1.3K	QoQ NEW(+1.3K) YoY -17.92% (-290)	All Managers (Combined)	$252.7K	0.0% ($252.7K/$537.1M)	QoQ NEW(+$252.7K) YoY -13.42% (-$39.2K)
(cusip46434G863)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$249.1K	0.0% ($249.1K/$537.1M)	QoQ NEW(+$249.1K) YoY NEW(+$249.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.4K	QoQ NEW(+1.4K) YoY +1.92% (+26)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$537.1M)	QoQ NEW(+$234.7K) YoY +7.12% (+$15.6K)
(cusip46138G649)✕	1.2K	QoQ NEW(+1.2K) YoY 0.00% (+0)	All Managers (Combined)	$231.6K	0.0% ($231.6K/$537.1M)	QoQ NEW(+$231.6K) YoY +5.65% (+$12.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.4K	QoQ NEW(+2.4K) YoY +9.76% (-209)	All Managers (Combined)	$210.9K	0.0% ($210.9K/$537.1M)	QoQ NEW(+$210.9K) YoY -25.33% (-$71.6K)
PAYCHEX INC(PAYXcusip704326107)	1.3K	QoQ NEW(+1.3K) YoY -12.23% (-178)	All Managers (Combined)	$197.0K	0.0% ($197.0K/$537.1M)	QoQ NEW(+$197.0K) YoY +10.26% (-$18.3K)
Alphabet Inc.(GOOGcusip02079K107)	1.0K	QoQ NEW(+1.0K) YoY -15.14% (-181)	All Managers (Combined)	$158.4K	0.0% ($158.4K/$537.1M)	QoQ NEW(+$158.4K) YoY -12.93% (-$23.5K)
AbbVie Inc.(ABBVcusip00287Y109)	755	QoQ NEW(+755) YoY +0.93% (+7)	All Managers (Combined)	$158.2K	0.0% ($158.2K/$537.1M)	QoQ NEW(+$158.2K) YoY +16.13% (+$22.0K)
CHEVRON CORP(CVXcusip166764100)	784	QoQ NEW(+784) YoY -26.86% (-288)	All Managers (Combined)	$131.2K	0.0% ($131.2K/$537.1M)	QoQ NEW(+$131.2K) YoY -22.43% (-$37.9K)
NVIDIA CORP(NVDAcusip67066G104)	1.1K	QoQ NEW(+1.1K) YoY +2902.63% (+1.1K)	All Managers (Combined)	$123.7K	0.0% ($123.7K/$537.1M)	QoQ NEW(+$123.7K) YoY +260.17% (+$89.3K)
COCA COLA CO(KOcusip191216100)	1.7K	QoQ NEW(+1.7K) YoY -13.77% (-275)	All Managers (Combined)	$123.4K	0.0% ($123.4K/$537.1M)	QoQ NEW(+$123.4K) YoY +0.98% (-$1.2K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	508	QoQ NEW(+508) YoY -21.84% (-142)	All Managers (Combined)	$120.3K	0.0% ($120.3K/$537.1M)	QoQ NEW(+$120.3K) YoY -27.37% (-$45.3K)
Accenture plc(ACNcusipG1151C101)	385	QoQ NEW(+385) YoY -2.77% (-11)	All Managers (Combined)	$120.1K	0.0% ($120.1K/$537.1M)	QoQ NEW(+$120.1K) YoY -12.47% (-$17.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	744	QoQ NEW(+744) YoY -1.84% (-14)	All Managers (Combined)	$98.7K	0.0% ($98.7K/$537.1M)	QoQ NEW(+$98.7K) YoY +14.55% (-$12.5K)
PEPSICO INC(PEPcusip713448108)	652	QoQ NEW(+652) YoY +23.95% (+126)	All Managers (Combined)	$97.8K	0.0% ($97.8K/$537.1M)	QoQ NEW(+$97.8K) YoY +6.19% (+$5.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	753	QoQ NEW(+753) YoY -47.78% (-689)	All Managers (Combined)	$89.6K	0.0% ($89.6K/$537.1M)	QoQ NEW(+$89.6K) YoY -46.57% (-$78.1K)
Mastercard Inc(MAcusip57636Q104)	109	QoQ NEW(+109) YoY -7.62% (-9)	All Managers (Combined)	$59.7K	0.0% ($59.7K/$537.1M)	QoQ NEW(+$59.7K) YoY +5.13% (-$2.9K)
VISA INC.(Vcusip92826C839)	155	QoQ NEW(+155) YoY +638.09% (+134)	All Managers (Combined)	$54.3K	0.0% ($54.3K/$537.1M)	QoQ NEW(+$54.3K) YoY +826.82% (+$48.5K)