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 12 of 14
808524888
Shares:6.9K
Value:$247.5K
78464A474
Shares:8.0K
Value:$240.3K
464288224
Shares:20.4K
Value:$233.2K
46428Q109
Shares:7.5K
Value:$232.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.0K | QoQ -2.10% (-22)YoY 0.00% (+0) | All Managers (Combined) | $249.9K | ||
2.0K | QoQ -3.81% (-78)YoY -3.15% (-64) | All Managers (Combined) | $249.5K | ||
(cusip808524888)✕ | 6.9K | All Managers (Combined) | $247.5K | ||
973 | QoQ +1.88% (-18)YoY +8.11% (+73) | All Managers (Combined) | $247.3K | ||
587 | QoQ 0.00% (-0)YoY NEW(+587) | All Managers (Combined) | $246.5K | YoY NEW(+$246.5K) | |
1.7K | QoQ -6.73% (-125)YoY -6.73% (-125) | All Managers (Combined) | $246.3K | ||
3.1K | All Managers (Combined) | $243.7K | |||
1.9K | QoQ +0.10% (-2)YoY +1.04% (-20) | All Managers (Combined) | $242.4K | ||
856 | QoQ NEW(+856) YoY NEW(+856) | All Managers (Combined) | $242.3K | QoQ NEW(+$242.3K) YoY NEW(+$242.3K) | |
1.2K | YoY +2.88% (-33) | All Managers (Combined) | $241.3K | ||
(cusip78464A474)✕ | 8.0K | All Managers (Combined) | $240.3K | ||
2.9K | All Managers (Combined) | $235.4K | |||
(cusip464288224)✕ | 20.4K | All Managers (Combined) | $233.2K | ||
(cusip46428Q109)✕ | 7.5K | All Managers (Combined) | $232.9K | ||
Ferrari N.V.(RACEcusipN3167Y103) | 543 | QoQ +8.38% (+42)YoY +11.95% (+58) | All Managers (Combined) | $232.3K | |
5.5K | All Managers (Combined) | $231.5K | |||
3.3K | QoQ +0.48% (+16)YoY +6.09% (+189) | All Managers (Combined) | $229.6K | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $225.0K | QoQ NEW(+$225.0K) YoY NEW(+$225.0K) |
AUTOZONE INC(AZOcusip053332102) | 59 | QoQ NEW(+59) YoY NEW(+59) | All Managers (Combined) | $225.0K | QoQ NEW(+$225.0K) YoY NEW(+$225.0K) |
Duke Energy CORP(DUKcusip26441C204) | 1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $222.5K | QoQ NEW(+$222.5K) YoY NEW(+$222.5K) |