Obermeyer-Wealth-Partners

Filing Details

13F-HR2025-03-31
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% identified
228 identified33 unidentified

Holdings

261 positions
Manager:
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Page 10 of 14
TRAVELERS COMPANIES, INC.
Shares:1.3K
Value:$356.0K
Phillips 66
Shares:2.9K
Value:$355.1K
Tesla, Inc.
Shares:1.4K
Value:$350.5K
92206C870
Shares:4.2K
Value:$347.2K
Shares:4.9K
Value:$346.7K
78464A763
Shares:2.5K
Value:$346.0K
CONOCOPHILLIPS
Shares:3.3K
Value:$341.5K
464288646
Shares:6.5K
Value:$340.9K
AGILENT TECHNOLOGIES, INC.
Shares:2.9K
Value:$335.7K
XCEL ENERGY INC
Shares:4.7K
Value:$335.3K
46432F842
Shares:4.4K
Value:$332.8K
BOEING CO
Shares:1.9K
Value:$329.2K
American Water Works Company, Inc.
Shares:2.2K
Value:$325.1K
GILEAD SCIENCES, INC.
Shares:2.9K
Value:$324.3K
46137V662
Shares:3.7K
Value:$320.5K
KROGER CO
Shares:4.7K
Value:$320.1K
Zoetis Inc.
Shares:1.9K
Value:$318.1K
Medtronic plc
Shares:3.5K
Value:$313.3K
464288638
Shares:6.0K
Value:$313.0K
CBRE GROUP, INC.
Shares:2.4K
Value:$309.4K