StockDriftsStockDriftsTop 50 O'brien Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.82% | 447.7K | $66.6M | -0.83%(-3.73K) | $67.16(+128.11%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 8.64% | 812.4K | $65.2M | -0.70%(-5.71K) | $63.38(+29.97%) | 2025-12-31 | |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 8.11% | 893.7K | $61.2M | -1.37%(-12.42K) | $53.61(+29.21%) | 2025-12-31 | |
| DBEF | DBX ETF TR | 7.65% | 1.20M | $57.7M | -0.90%(-10.85K) | $36.20(+43.17%) | 2025-12-31 | |
| HDEF | DBX ETF TR | 7.3% | 1.78M | $55.1M | -0.38%(-6.84K) | $28.10(+18.29%) | 2025-12-31 | |
| COWZ | PACER FDS TR | 6.63% | 831.7K | $50.0M | -0.18%(-1.50K) | $47.62(+30.68%) | 2025-12-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 6.54% | 966.0K | $49.3M | +1.45%(+13.77K) | $50.60(+1.05%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 5.81% | 130.8K | $43.9M | -0.89%(-1.17K) | $162.15(+112.92%) | 2025-12-31 | |
| SPTI | SPDR SERIES TRUST | 5.54% | 1.45M | $41.8M | +2.17%(+30.83K) | $29.48(-2.76%) | 2025-12-31 | |
| XCEM | COLUMBIA ETF TR II | 3.72% | 731.0K | $28.0M | -1.60%(-11.88K) | $32.09(+41.81%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.49% | +54.05% |
| Top 20 Holdings Unweighted | +17.88% | +63.81% |
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