Obermeyer Asset Management
Latest statistics and disclosures from Obermeyer Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, QUAL, AAPL, MSFT, MOAT, and represent 24.13% of Obermeyer Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SHW (+$25M), BN (+$24M), TBIL (+$22M), JAAA (+$21M), ASML (+$10M), VOO (+$5.2M), MOAT, TXN, NVO, LW.
- Started 17 new stock positions in LW, LNG, SYK, WMB, GE, COP, MSGS, BLK, CAG, PCAR. IBIT, BDX, BROS, HERD, NEE, PJP, GS.
- Reduced shares in these 10 stocks: UNP (-$22M), CVX (-$17M), QUAL (-$8.0M), SCTXX, UNH, MA, TSM, MCHP, ORCL, Brookfield Renewable Corp.
- Sold out of its positions in ADM, BlackRock, Brookfield Renewable Corp, STZ, DFAX, Grayscale Ethereum Mini Tr E, EFV, LHX, MCHP, OXY. SDY, SCTXX, SCHG, SJM, VGT, VNQ, WFC.PL, ONON, NXPI.
- Obermeyer Wealth Partners was a net buyer of stock by $43M.
- Obermeyer Wealth Partners has $1.9B in assets under management (AUM), dropping by 2.78%.
- Central Index Key (CIK): 0001349654
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Portfolio Holdings for Obermeyer Wealth Partners
Obermeyer Wealth Partners holds 257 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $108M | 239k | 453.28 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.9 | $94M | -7% | 528k | 178.08 |
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| Apple (AAPL) | 4.8 | $91M | 365k | 250.42 |
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| Microsoft Corporation (MSFT) | 4.7 | $91M | 216k | 421.50 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.1 | $79M | +3% | 851k | 92.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $78M | 409k | 190.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.1 | $78M | +7% | 144k | 538.81 |
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| Mastercard Incorporated Cl A (MA) | 3.5 | $68M | -2% | 128k | 526.57 |
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| Amazon (AMZN) | 3.1 | $60M | 274k | 219.39 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $56M | -3% | 282k | 197.49 |
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| Meta Platforms Cl A (META) | 2.5 | $48M | -2% | 82k | 585.51 |
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| Broadcom (AVGO) | 2.5 | $48M | -2% | 207k | 231.84 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.5 | $48M | +80% | 943k | 50.71 |
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| NVIDIA Corporation (NVDA) | 2.2 | $43M | 319k | 134.29 |
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| UnitedHealth (UNH) | 2.1 | $40M | -7% | 79k | 505.86 |
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| Aon Shs Cl A (AON) | 2.0 | $39M | 108k | 359.16 |
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| Home Depot (HD) | 1.9 | $36M | 93k | 388.99 |
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| NVR (NVR) | 1.8 | $35M | -2% | 4.3k | 8178.90 |
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| Wal-Mart Stores (WMT) | 1.7 | $34M | 371k | 90.35 |
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| Raytheon Technologies Corp (RTX) | 1.7 | $33M | 284k | 115.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.7 | $32M | +47% | 47k | 693.08 |
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| RBB Us Treas 3 Mnth (TBIL) | 1.6 | $31M | +220% | 628k | 49.86 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.6 | $31M | -3% | 683k | 44.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $29M | 101k | 289.81 |
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| Oracle Corporation (ORCL) | 1.4 | $28M | -6% | 165k | 166.64 |
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| Sap Se Spon Adr (SAP) | 1.4 | $27M | 108k | 246.21 |
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| Sherwin-Williams Company (SHW) | 1.4 | $26M | +1359% | 78k | 339.93 |
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| Cme (CME) | 1.4 | $26M | 113k | 232.23 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.3 | $25M | +8053% | 426k | 57.45 |
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| Chubb (CB) | 1.3 | $24M | 87k | 276.30 |
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| Texas Instruments Incorporated (TXN) | 1.2 | $23M | +8% | 124k | 187.51 |
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| Procter & Gamble Company (PG) | 1.2 | $23M | -2% | 136k | 167.65 |
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| Johnson & Johnson (JNJ) | 1.1 | $20M | -6% | 140k | 144.62 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $20M | 41k | 485.94 |
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| Comcast Corp Cl A (CMCSA) | 1.0 | $19M | -2% | 516k | 37.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $18M | +5% | 36k | 511.23 |
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| Merck & Co (MRK) | 0.9 | $17M | -8% | 165k | 99.48 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $16M | 150k | 107.57 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $14M | 277k | 48.67 |
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| Deere & Company (DE) | 0.7 | $13M | 31k | 423.70 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $13M | +5% | 19.00 | 680920.00 |
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| Eli Lilly & Co. (LLY) | 0.6 | $12M | +6% | 16k | 771.98 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $11M | +13% | 130k | 86.02 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $8.7M | +12% | 112k | 78.01 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $8.3M | 35k | 239.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $7.9M | 14k | 586.10 |
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| Visa Com Cl A (V) | 0.4 | $7.6M | +12% | 24k | 316.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.3M | +5% | 39k | 189.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $7.1M | -2% | 149k | 47.82 |
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| Lowe's Companies (LOW) | 0.3 | $4.9M | +3% | 20k | 246.80 |
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| Abbvie (ABBV) | 0.2 | $4.1M | +24% | 23k | 177.70 |
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| Ares Capital Corporation (ARCC) | 0.2 | $3.8M | +12% | 175k | 21.89 |
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| Eaton Corp SHS (ETN) | 0.2 | $3.1M | 9.5k | 331.87 |
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| Blue Owl Capital Com Cl A (OWL) | 0.2 | $3.1M | 133k | 23.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.9M | +25% | 8.3k | 351.78 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $2.9M | 55k | 52.06 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.8M | 11k | 269.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.8M | -15% | 12k | 242.13 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.8M | -88% | 12k | 228.03 |
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| Waste Management (WM) | 0.1 | $2.8M | 14k | 201.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.7M | 4.6k | 588.70 |
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| Watsco, Incorporated (WSO) | 0.1 | $2.6M | 5.5k | 473.89 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.5M | +12% | 2.8k | 916.12 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.3M | +4% | 18k | 127.59 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $2.2M | 146k | 15.12 |
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| Canadian Natural Resources (CNQ) | 0.1 | $2.2M | 71k | 30.87 |
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| SYSCO Corporation (SYY) | 0.1 | $2.1M | 28k | 76.46 |
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| Analog Devices (ADI) | 0.1 | $2.1M | 9.7k | 212.46 |
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| Coca-Cola Company (KO) | 0.1 | $2.0M | 32k | 62.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.0M | 17k | 115.22 |
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| McDonald's Corporation (MCD) | 0.1 | $1.9M | -5% | 6.6k | 289.89 |
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| American Express Company (AXP) | 0.1 | $1.9M | -5% | 6.4k | 296.77 |
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| S&p Global (SPGI) | 0.1 | $1.8M | +150% | 3.7k | 497.97 |
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| Vici Pptys (VICI) | 0.1 | $1.8M | 62k | 29.21 |
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| Corteva (CTVA) | 0.1 | $1.8M | +15% | 32k | 56.96 |
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| salesforce (CRM) | 0.1 | $1.7M | -7% | 5.2k | 334.31 |
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| Walt Disney Company (DIS) | 0.1 | $1.7M | +29% | 15k | 111.35 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | -39% | 14k | 113.11 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.6M | -8% | 51k | 31.36 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.6M | 3.4k | 462.23 |
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| TJX Companies (TJX) | 0.1 | $1.4M | 12k | 120.81 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $1.4M | 99k | 14.41 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.4M | 30k | 47.86 |
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| Marvell Technology (MRVL) | 0.1 | $1.4M | 13k | 110.45 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.4M | 38k | 36.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | 6.0k | 220.96 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.3M | +29% | 18k | 70.24 |
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| Dupont De Nemours (DD) | 0.1 | $1.2M | +29% | 16k | 76.25 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.2M | 19k | 62.65 |
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| Equinix (EQIX) | 0.1 | $1.2M | 1.3k | 942.89 |
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| Lamb Weston Hldgs (LW) | 0.1 | $1.2M | NEW | 18k | 66.83 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | 7.0k | 162.63 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | -3% | 2.8k | 401.58 |
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| Amgen (AMGN) | 0.1 | $1.1M | 4.3k | 260.62 |
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| D.R. Horton (DHI) | 0.1 | $1.1M | 7.9k | 139.82 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 26k | 41.82 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.1M | -22% | 2.6k | 413.36 |
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| Emerson Electric (EMR) | 0.1 | $1.0M | +38% | 8.1k | 123.93 |
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| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.1 | $1.0M | -2% | 85k | 11.84 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $995k | -40% | 29k | 34.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $980k | 5.6k | 175.23 |
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| Air Products & Chemicals (APD) | 0.1 | $975k | -4% | 3.4k | 290.04 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $962k | +18% | 21k | 45.76 |
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| Aercap Holdings Nv SHS (AER) | 0.0 | $957k | 10k | 95.70 |
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| Stryker Corporation (SYK) | 0.0 | $957k | NEW | 2.7k | 360.09 |
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| Chevron Corporation (CVX) | 0.0 | $956k | -94% | 6.6k | 144.84 |
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| Rbc Cad (RY) | 0.0 | $917k | 7.6k | 120.51 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $911k | 10k | 88.40 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $895k | 12k | 74.27 |
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| Kkr & Co (KKR) | 0.0 | $881k | 6.0k | 147.91 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $859k | +61% | 8.2k | 104.87 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $822k | 42k | 19.59 |
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| Pfizer (PFE) | 0.0 | $821k | -3% | 31k | 26.53 |
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| Apollo Global Mgmt (APO) | 0.0 | $789k | 4.8k | 165.15 |
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| Pepsi (PEP) | 0.0 | $777k | +5% | 5.1k | 152.06 |
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| Wec Energy Group (WEC) | 0.0 | $762k | 8.1k | 94.04 |
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| Principal Financial (PFG) | 0.0 | $736k | 9.5k | 77.41 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $735k | +2% | 7.5k | 97.92 |
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| Crown Castle Intl (CCI) | 0.0 | $723k | 8.0k | 90.76 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $706k | +2% | 4.2k | 169.29 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $684k | -7% | 1.5k | 444.68 |
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| Automatic Data Processing (ADP) | 0.0 | $667k | -21% | 2.3k | 292.76 |
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| Blackrock (BLK) | 0.0 | $664k | NEW | 648.00 | 1025.11 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $653k | 1.1k | 569.58 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $651k | 2.8k | 232.52 |
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| Uber Technologies (UBER) | 0.0 | $645k | +245% | 11k | 60.32 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $624k | -11% | 1.2k | 520.35 |
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| Us Bancorp Del Com New (USB) | 0.0 | $623k | +186% | 13k | 47.83 |
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| Cisco Systems (CSCO) | 0.0 | $617k | +30% | 10k | 59.20 |
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| Netflix (NFLX) | 0.0 | $616k | +4% | 691.00 | 891.32 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $610k | +6% | 47k | 12.86 |
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| AmerisourceBergen (COR) | 0.0 | $604k | 2.7k | 224.68 |
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| Wp Carey (WPC) | 0.0 | $602k | 11k | 54.48 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $602k | -7% | 6.0k | 100.60 |
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| Nextnav Common Stock (NN) | 0.0 | $601k | +11% | 39k | 15.56 |
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| Verizon Communications (VZ) | 0.0 | $598k | -13% | 15k | 39.99 |
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| Allstate Corporation (ALL) | 0.0 | $598k | 3.1k | 192.79 |
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| Bristol Myers Squibb (BMY) | 0.0 | $576k | 10k | 56.56 |
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| Shopify Cl A (SHOP) | 0.0 | $564k | +7% | 5.3k | 106.33 |
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| Palo Alto Networks (PANW) | 0.0 | $563k | +104% | 3.1k | 181.93 |
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| Welltower Inc Com reit (WELL) | 0.0 | $562k | 4.5k | 126.03 |
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| Dow (DOW) | 0.0 | $547k | +14% | 14k | 40.13 |
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| Fiserv (FI) | 0.0 | $530k | -16% | 2.6k | 205.40 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $530k | 8.4k | 63.30 |
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| ConAgra Foods (CAG) | 0.0 | $526k | NEW | 19k | 27.75 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $520k | -8% | 2.8k | 185.13 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $514k | 2.4k | 215.49 |
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| Tesla Motors (TSLA) | 0.0 | $512k | +4% | 1.3k | 403.68 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $512k | +3% | 1.8k | 283.85 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $508k | +3% | 2.9k | 172.40 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $508k | +23% | 7.4k | 68.47 |
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| Corning Incorporated (GLW) | 0.0 | $501k | 11k | 47.52 |
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| Medtronic SHS (MDT) | 0.0 | $491k | 6.1k | 79.88 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $490k | 15k | 32.76 |
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| T. Rowe Price (TROW) | 0.0 | $489k | 4.3k | 113.09 |
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| Hershey Company (HSY) | 0.0 | $489k | 2.9k | 169.37 |
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| Colgate-Palmolive Company (CL) | 0.0 | $488k | 5.4k | 90.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $484k | +35% | 1.2k | 410.44 |
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| Sempra Energy (SRE) | 0.0 | $481k | -2% | 5.5k | 87.72 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $479k | -8% | 8.0k | 59.73 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $477k | +10% | 5.6k | 85.66 |
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| Danaher Corporation (DHR) | 0.0 | $462k | +25% | 2.0k | 229.55 |
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| Cigna Corp (CI) | 0.0 | $460k | -76% | 1.7k | 276.14 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $456k | -28% | 1.9k | 240.28 |
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| Docusign (DOCU) | 0.0 | $450k | 5.0k | 89.94 |
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| Intuit (INTU) | 0.0 | $446k | 709.00 | 628.50 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $441k | 1.5k | 299.95 |
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| Synopsys (SNPS) | 0.0 | $432k | +3% | 890.00 | 485.36 |
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| Becton, Dickinson and (BDX) | 0.0 | $430k | NEW | 1.9k | 226.87 |
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| Paccar (PCAR) | 0.0 | $425k | NEW | 4.1k | 104.02 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $423k | 16k | 26.33 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $418k | -19% | 9.5k | 44.04 |
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| Altria (MO) | 0.0 | $418k | +64% | 8.0k | 52.29 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $417k | +4% | 2.9k | 142.97 |
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| Philip Morris International (PM) | 0.0 | $415k | 3.4k | 120.35 |
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| Honeywell International (HON) | 0.0 | $411k | +5% | 1.8k | 225.89 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $402k | 4.4k | 91.43 |
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| Green Brick Partners (GRBK) | 0.0 | $394k | 7.0k | 56.49 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $388k | +89% | 3.9k | 100.77 |
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| American Water Works (AWK) | 0.0 | $388k | 3.1k | 124.49 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $378k | 5.1k | 74.01 |
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| Starbucks Corporation (SBUX) | 0.0 | $376k | -3% | 4.1k | 91.24 |
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| Target Corporation (TGT) | 0.0 | $373k | -3% | 2.8k | 135.18 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $372k | 2.8k | 131.29 |
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| Broadstone Net Lease (BNL) | 0.0 | $370k | -4% | 23k | 15.86 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $361k | 5.7k | 63.45 |
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| Servicenow (NOW) | 0.0 | $360k | +13% | 340.00 | 1060.12 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $353k | +68% | 7.1k | 49.51 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $346k | +200% | 13k | 27.32 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $343k | 4.3k | 80.27 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $336k | -8% | 6.5k | 51.70 |
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| International Business Machines (IBM) | 0.0 | $335k | +41% | 1.5k | 219.86 |
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| FedEx Corporation (FDX) | 0.0 | $326k | 1.2k | 281.33 |
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| Phillips 66 (PSX) | 0.0 | $325k | 2.9k | 113.92 |
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| Travelers Companies (TRV) | 0.0 | $324k | +32% | 1.3k | 240.89 |
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| ConocoPhillips (COP) | 0.0 | $322k | NEW | 3.2k | 99.18 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $321k | 8.6k | 37.20 |
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| Linde SHS (LIN) | 0.0 | $321k | -12% | 767.00 | 418.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $318k | +3% | 4.5k | 70.28 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $313k | 1.9k | 165.82 |
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| Cbre Group Cl A (CBRE) | 0.0 | $311k | 2.4k | 131.29 |
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| Digital Realty Trust (DLR) | 0.0 | $310k | 1.8k | 177.33 |
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| Kroger (KR) | 0.0 | $309k | 5.0k | 61.15 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $307k | 6.0k | 51.51 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $306k | NEW | 3.7k | 82.62 |
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| Quanta Services (PWR) | 0.0 | $302k | +6% | 955.00 | 316.05 |
|
| Pacer Fds Tr Cash Cows Etf (HERD) | 0.0 | $299k | NEW | 7.9k | 37.91 |
|
| Nextera Energy (NEE) | 0.0 | $292k | NEW | 4.1k | 71.69 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $292k | 2.9k | 99.70 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $291k | NEW | 1.7k | 166.79 |
|
| Bank of America Corporation (BAC) | 0.0 | $290k | -39% | 6.6k | 43.95 |
|
| Norfolk Southern (NSC) | 0.0 | $288k | +3% | 1.2k | 234.70 |
|
| Invitation Homes (INVH) | 0.0 | $287k | 9.0k | 31.97 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $283k | +6% | 1.7k | 162.93 |
|
| Builders FirstSource (BLDR) | 0.0 | $277k | 1.9k | 142.93 |
|
|
| W.W. Grainger (GWW) | 0.0 | $275k | 261.00 | 1055.13 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $275k | +9% | 1.8k | 149.01 |
|
| United Parcel Service CL B (UPS) | 0.0 | $271k | 2.1k | 126.10 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $270k | 2.0k | 134.34 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $265k | +2% | 2.1k | 125.72 |
|
| General Dynamics Corporation (GD) | 0.0 | $256k | +13% | 973.00 | 263.41 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $252k | +6% | 2.4k | 104.89 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $250k | 587.00 | 425.50 |
|
|
| Xcel Energy (XEL) | 0.0 | $247k | 3.7k | 67.52 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $243k | 1.9k | 131.04 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $242k | NEW | 4.6k | 52.38 |
|
| Caterpillar (CAT) | 0.0 | $241k | -86% | 665.00 | 362.76 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $238k | 8.0k | 29.86 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $237k | 6.9k | 34.33 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $233k | NEW | 4.4k | 53.05 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $232k | +100% | 9.0k | 25.86 |
|
| Whirlpool Corporation (WHR) | 0.0 | $229k | 2.0k | 114.48 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $226k | 2.0k | 110.85 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $224k | 1.0k | 224.35 |
|
|
| Nike CL B (NKE) | 0.0 | $224k | -36% | 3.0k | 75.67 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $222k | +2% | 1.0k | 212.41 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $222k | -18% | 20k | 11.38 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $222k | -3% | 3.1k | 71.91 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $219k | 420.00 | 521.96 |
|
|
| Dover Corporation (DOV) | 0.0 | $219k | -80% | 1.2k | 187.60 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $218k | NEW | 1.0k | 214.84 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $217k | 3.3k | 66.14 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $214k | 5.6k | 37.98 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $213k | +3% | 501.00 | 424.84 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $212k | +8% | 3.8k | 56.49 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $210k | 172.00 | 1219.25 |
|
|
| Goldman Sachs (GS) | 0.0 | $209k | NEW | 365.00 | 572.62 |
|
| Williams Companies (WMB) | 0.0 | $209k | NEW | 3.9k | 54.12 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $208k | -9% | 1.1k | 195.78 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $207k | 2.0k | 103.55 |
|
|
| Sweetgreen Com Cl A (SG) | 0.0 | $203k | -3% | 6.3k | 32.06 |
|
| Prologis (PLD) | 0.0 | $203k | -3% | 1.9k | 105.70 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $202k | NEW | 897.00 | 225.68 |
|
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $107k | 11k | 10.00 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $94k | 10k | 9.40 |
|
|
| Altice Usa Cl A (ATUS) | 0.0 | $43k | 18k | 2.41 |
|
|
| Pavmed Com New (PAVM) | 0.0 | $14k | 22k | 0.63 |
|
Past Filings by Obermeyer Wealth Partners
SEC 13F filings are viewable for Obermeyer Wealth Partners going back to 2011
- Obermeyer Wealth Partners 2024 Q4 filed Feb. 14, 2025
- Obermeyer Wood Investment Counsel, L 2024 Q3 filed Nov. 5, 2024
- Obermeyer Wood Investment Counsel, L 2024 Q2 filed Aug. 1, 2024
- Obermeyer Wood Investment Counsel, L 2024 Q1 filed May 7, 2024
- Obermeyer Wood Investment Counsel, L 2023 Q4 filed Jan. 31, 2024
- Obermeyer Wood Investment Counsel, L 2023 Q3 filed Nov. 8, 2023
- Obermeyer Wood Investment Counsel, L 2023 Q2 filed Aug. 7, 2023
- Obermeyer Wood Investment Counsel, L 2023 Q1 filed May 9, 2023
- Obermeyer Wood Investment Counsel, L 2022 Q4 filed Feb. 8, 2023
- Obermeyer Wood Investment Counsel, L 2022 Q3 filed Dec. 9, 2022
- Obermeyer Wood Investment Counsel, L 2022 Q2 filed Aug. 15, 2022
- Obermeyer Wood Investment Counsel, L 2022 Q1 filed May 16, 2022
- Obermeyer Wood Investment Counsel, L 2021 Q4 filed Jan. 31, 2022
- Obermeyer Wood Investment Counsel, L 2021 Q3 filed Oct. 19, 2021
- Obermeyer Wood Investment Counsel, L 2021 Q2 filed July 29, 2021
- Obermeyer Wood Investment Counsel, L 2021 Q1 filed May 10, 2021