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 10 of 14
464288646
Shares:6.5K
Value:$340.9K
46137V662
Shares:3.7K
Value:$320.5K
464288638
Shares:6.0K
Value:$313.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | QoQ 0.00% (+0) | All Managers (Combined) | $356.0K | ||
Phillips 66(PSXcusip718546104) | 2.9K | QoQ +0.70% (+20)YoY -1.16% (-34) | All Managers (Combined) | $355.1K | |
Tesla, Inc.(TSLAcusip88160R101) | 1.4K | QoQ +6.61% (-84) | All Managers (Combined) | $350.5K | |
4.2K | QoQ -0.70% (-30) | All Managers (Combined) | $347.2K | ||
4.9K | All Managers (Combined) | $346.7K | |||
2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $346.0K | QoQ NEW(+$346.0K) YoY NEW(+$346.0K) | |
CONOCOPHILLIPS(COPcusip20825C104) | 3.3K | QoQ +0.09% (+3)YoY NEW(+3.3K) | All Managers (Combined) | $341.5K | YoY NEW(+$341.5K) |
(cusip464288646)✕ | 6.5K | All Managers (Combined) | $340.9K | ||
2.9K | All Managers (Combined) | $335.7K | |||
XCEL ENERGY INC(XELcusip98389B100) | 4.7K | YoY NEW(+4.7K) | All Managers (Combined) | $335.3K | YoY NEW(+$335.3K) |
4.4K | All Managers (Combined) | $332.8K | |||
1.9K | QoQ NEW(+1.9K) | All Managers (Combined) | $329.2K | QoQ NEW(+$329.2K) | |
2.2K | All Managers (Combined) | $325.1K | |||
2.9K | QoQ NEW(+2.9K) YoY NEW(+2.9K) | All Managers (Combined) | $324.3K | QoQ NEW(+$324.3K) YoY NEW(+$324.3K) | |
(cusip46137V662)✕ | 3.7K | QoQ 0.00% (+0)YoY NEW(+3.7K) | All Managers (Combined) | $320.5K | YoY NEW(+$320.5K) |
4.7K | QoQ -6.26% (-316)YoY -6.94% (-353) | All Managers (Combined) | $320.1K | ||
Zoetis Inc.(ZTScusip98978V103) | 1.9K | YoY +4.03% (+75) | All Managers (Combined) | $318.1K | |
Medtronic plc(MDTcusipG5960L103) | 3.5K | All Managers (Combined) | $313.3K | ||
(cusip464288638)✕ | 6.0K | QoQ 0.00% (+0)YoY -7.02% (-450) | All Managers (Combined) | $313.0K | |
2.4K | All Managers (Combined) | $309.4K |