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 11 of 14
78464A631
Shares:1.9K
Value:$302.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78464A631)✕ | 1.9K | All Managers (Combined) | $302.9K | ||
554 | YoY NEW(+554) | All Managers (Combined) | $302.6K | YoY NEW(+$302.6K) | |
306 | QoQ +17.24% (+45)YoY +39.72% (+87) | All Managers (Combined) | $302.5K | ||
1.7K | All Managers (Combined) | $300.3K | |||
17.6K | All Managers (Combined) | $299.7K | |||
DraftKings Inc.(DKNGcusip26142V105) | 8.9K | QoQ +3.44% (-297)YoY +3.44% (-297) | All Managers (Combined) | $296.6K | |
DOVER Corp(DOVcusip260003108) | 1.7K | All Managers (Combined) | $293.0K | ||
TARGET CORP(TGTcusip87612E106) | 2.8K | QoQ +0.21% (-6)YoY -2.12% (-60) | All Managers (Combined) | $288.2K | |
1.2K | QoQ -1.79% (-22) | All Managers (Combined) | $284.9K | ||
Dutch Bros Inc.(BROScusip26701L100) | 4.6K | QoQ 0.00% (+0)YoY NEW(+4.6K) | All Managers (Combined) | $284.6K | YoY NEW(+$284.6K) |
FEDEX CORP(FDXcusip31428X106) | 1.2K | QoQ -0.17% (-2)YoY -0.17% (-2) | All Managers (Combined) | $281.6K | |
1.0K | QoQ +4.11% (+40) | All Managers (Combined) | $276.0K | ||
MORGAN STANLEY(MScusip617446448) | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $275.8K | YoY NEW(+$275.8K) |
586 | All Managers (Combined) | $272.9K | |||
1.9K | YoY NEW(+1.9K) | All Managers (Combined) | $268.2K | YoY NEW(+$268.2K) | |
YUM BRANDS INC(YUMcusip988498101) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $266.1K | QoQ NEW(+$266.1K) YoY NEW(+$266.1K) |
4.5K | QoQ NEW(+4.5K) YoY NEW(+4.5K) | All Managers (Combined) | $263.7K | QoQ NEW(+$263.7K) YoY NEW(+$263.7K) | |
2.6K | QoQ +9.70% (+233)YoY NEW(+2.6K) | All Managers (Combined) | $258.1K | YoY NEW(+$258.1K) | |
1.8K | QoQ +0.17% (-3)YoY -3.41% (-62) | All Managers (Combined) | $251.2K | ||
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $250.2K | QoQ NEW(+$250.2K) YoY NEW(+$250.2K) |