Obermeyer-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "PIPR", "NVR", null, "TROW", "PBR-A", "BROS", null, "MPLX", "ACN", "ABT", "ABBV", "ADBE", "OBDC", "A", "APD", "ALL", "GOOGL", "AXP", "ASML", "BLK", "ATUS", "CAT", "AVGO", "LOW", "ARCC", null, "CCI", "DUK", "GD", "GILD", "HON", "HD", "MCD", "INTU", null, "UNP", "QCOM", "ISRG", "AMAT", "EMR", "ICE", "MUB", "META", null, "LUCD", null, "IJH", null, null, null, null, "LIN", null, null, "MMC", "PWR", "MRVL", "MA", "MDT", "MSFT", "MDLZ", "MS", "EQIX", "FND", "GE", "PCAR", "AER", "BX", "HSY", "IJR", "KKR", "IWD", "KR", "ORCL", "EEM", "IWF", null, "PANW", "PEP", null, "PGR", "IVV", null, "PBR", "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "PFE", "LMT", "PG", "MRK", "VZ", "NN", "AMGN", null, null, "IEFA", "SPGI", "RY", null, "NOW", "SHW", "SHOP", "SRE", "SHEL", "RTX", "GLD", "SAP", null, null, null, "IBM", "SYK", "SBUX", "SNPS", "TEL", "CI", "TXN", "TGT", "TMO", "TJX", "TRV", "VV", "SCHW", "PAVM", null, "VWO", "ETV", null, null, "VCIT", "NOMD", null, "VIG", "TSM", "BN.TO", "VYM", "DD", null, "GRBK", "ATO", "AON", "AMD", "SDY", "FI", "DOV", "WSO", "WEC", "AJG", "WM", "IWR", "IDXX", null, "RACE", "NVO", "DHI", "AMZN", "MSI", "SCHB", null, "CLF", "PFG", "PLUG", "OVV", null, "DKNG", "ESGV", "VUG", "VEA", null, "VXUS", "VB", "VOO", "VTV", "V", "VICI", "WMT", "WFC", "WELL", "WMB", "WPC", "XEL", "YUM", "CNQ", "SCHD", "ET", "DVY", "SCHG", "SCHA", "NSC", null, "SJM", "PSX", "CRM", "SYY", "DIA", "IXUS", "LYB", "GWW", null, null, "FDX", "KMB", "ADP", "AZO", "BAC", "BRK-A", "BRK-B", "BDX", "BA", "OWL", "BMY", "BFAM", "BTI", "BLDR", "BNL", "CBRE", "CVX", "CB", "CSCO", "CME", "KO", "CMCSA", "CL", "COP", "COST", "GLW", "CTVA", "DHR", "DE", "DFAC", "DLR", "DOCU", "RSP", "ADI", "IWB", "NEE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "AWK", "APO", "MO", "XLK", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 261
- Total Value
- 1874067274
- Accession Number
- 0001085146-25-002611
- Form Type
- 13F-HR
- Manager Name
- Obermeyer-Wealth-Partners
Data Enrichment
87% identified228 identified33 unidentified
Holdings
261 positions
Manager:
Search and click to pin securities to the top
Page 1 of 14
92189F643
Shares:881.2K
Value:$77.5M
47103U845
Shares:1.2M
Value:$62.3M
74933W452
Shares:929.7K
Value:$46.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
236.1K | All Managers (Combined) | $125.7M | |||
544.7K | All Managers (Combined) | $93.1M | |||
MICROSOFT CORP(MSFTcusip594918104) | 212.6K | All Managers (Combined) | $79.8M | ||
Apple Inc.(AAPLcusip037833100) | 358.6K | All Managers (Combined) | $79.7M | ||
(cusip92189F643)✕ | 881.2K | All Managers (Combined) | $77.5M | ||
149.7K | All Managers (Combined) | $76.9M | |||
Mastercard Inc(MAcusip57636Q104) | 124.9K | All Managers (Combined) | $68.5M | ||
Alphabet Inc.(GOOGcusip02079K107) | 402.0K | All Managers (Combined) | $62.8M | ||
(cusip47103U845)✕ | 1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $62.3M | YoY NEW(+$62.3M) |
AMAZON COM INC(AMZNcusip023135106) | 269.4K | All Managers (Combined) | $51.2M | ||
(cusip74933W452)✕ | 929.7K | All Managers (Combined) | $46.5M | ||
79.2K | All Managers (Combined) | $45.7M | |||
269.0K | All Managers (Combined) | $44.7M | |||
104.9K | All Managers (Combined) | $41.9M | |||
75.9K | All Managers (Combined) | $39.8M | |||
278.6K | All Managers (Combined) | $36.9M | |||
NVIDIA CORP(NVDAcusip67066G104) | 330.7K | All Managers (Combined) | $35.8M | ||
Broadcom Inc.(AVGOcusip11135F101) | 208.2K | All Managers (Combined) | $34.9M | ||
HOME DEPOT, INC.(HDcusip437076102) | 89.4K | All Managers (Combined) | $32.8M | ||
Walmart Inc.(WMTcusip931142103) | 366.1K | All Managers (Combined) | $32.1M |