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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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:1.1K

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$537.1M)

ELI LILLY & Co

LLY|532457108

Shares:59

Value:$48.7K

% of Portfolio:0.0% ($48.7K/$537.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:87

Value:$45.6K

% of Portfolio:0.0% ($45.6K/$537.1M)

Broadcom Inc.

AVGO|11135F101

Shares:208

Value:$34.8K

% of Portfolio:0.0% ($34.8K/$537.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:163

Value:$32.6K

% of Portfolio:0.0% ($32.6K/$537.1M)

Tesla, Inc.

TSLA|88160R101

Shares:61

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$537.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:208

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$537.1M)

NETFLIX INC

NFLX|64110L106

Shares:7

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$537.1M)

HOME DEPOT, INC.

HD|437076102

Shares:9

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$537.1M)

AMGEN INC

AMGN|031162100

Shares:5

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$537.1M)

AMPHENOL CORP /DE/

APH|032095101

Shares:20

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$537.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:10

Value:$709

% of Portfolio:0.0% ($709/$537.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$51.7K	0.0% ($51.7K/$537.1M)	QoQ NEW(+$51.7K) YoY NEW(+$51.7K)
ELI LILLY & Co(LLYcusip532457108)	59	QoQ NEW(+59) YoY +25.53% (+12)	All Managers (Combined)	$48.7K	0.0% ($48.7K/$537.1M)	QoQ NEW(+$48.7K) YoY +33.27% (+$12.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	87	QoQ NEW(+87) YoY +35.93% (+23)	All Managers (Combined)	$45.6K	0.0% ($45.6K/$537.1M)	QoQ NEW(+$45.6K) YoY +43.91% (+$13.9K)
Broadcom Inc.(AVGOcusip11135F101)	208	QoQ NEW(+208) YoY +4060.00% (+203)	All Managers (Combined)	$34.8K	0.0% ($34.8K/$537.1M)	QoQ NEW(+$34.8K) YoY +425.50% (+$28.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	163	QoQ NEW(+163) YoY NEW(+163)	All Managers (Combined)	$32.6K	0.0% ($32.6K/$537.1M)	QoQ NEW(+$32.6K) YoY NEW(+$32.6K)
Tesla, Inc.(TSLAcusip88160R101)	61	QoQ NEW(+61) YoY NEW(+61)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$537.1M)	QoQ NEW(+$15.8K) YoY NEW(+$15.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	208	QoQ NEW(+208) YoY NEW(+208)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$537.1M)	QoQ NEW(+$12.8K) YoY NEW(+$12.8K)
NETFLIX INC(NFLXcusip64110L106)	7	QoQ NEW(+7) YoY NEW(+7)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$537.1M)	QoQ NEW(+$6.5K) YoY NEW(+$6.5K)
HOME DEPOT, INC.(HDcusip437076102)	9	QoQ NEW(+9) YoY -18.18% (-2)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$537.1M)	QoQ NEW(+$3.3K) YoY -21.84% (-$922)
AMGEN INC(AMGNcusip031162100)	5	QoQ NEW(+5) YoY -44.44% (-4)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$537.1M)	QoQ NEW(+$1.6K) YoY -39.11% (-$1.0K)
AMPHENOL CORP /DE/(APHcusip032095101)	20	QoQ NEW(+20) YoY +100.00% (+10)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$537.1M)	QoQ NEW(+$1.3K) YoY +13.69% (+$158)
NEXTERA ENERGY INC(NEEcusip65339F101)	10	QoQ NEW(+10) YoY NEW(+10)	All Managers (Combined)	$709	0.0% ($709/$537.1M)	QoQ NEW(+$709) YoY NEW(+$709)