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 13 of 14
464288877
Shares:3.8K
Value:$221.7K
69374H881
Shares:4.0K
Value:$220.0K
464287572
Shares:2.2K
Value:$215.4K
060505682
Shares:172
Value:$212.3K
46429B663
Shares:1.7K
Value:$208.1K
46438F101
Shares:4.4K
Value:$205.4K
292102209
Shares:10.7K
Value:$90.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288877)✕ | 3.8K | QoQ NEW(+3.8K) | All Managers (Combined) | $221.7K | QoQ NEW(+$221.7K) |
(cusip69374H881)✕ | 4.0K | QoQ +6.94% (+261)YoY NEW(+4.0K) | All Managers (Combined) | $220.0K | YoY NEW(+$220.0K) |
2.1K | QoQ NEW(+2.1K) | All Managers (Combined) | $217.0K | QoQ NEW(+$217.0K) | |
437 | QoQ +4.04% (-17)YoY NEW(+437) | All Managers (Combined) | $216.4K | YoY NEW(+$216.4K) | |
(cusip464287572)✕ | 2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $215.4K | YoY NEW(+$215.4K) |
(cusip060505682)✕ | 172 | All Managers (Combined) | $212.3K | ||
Ovintiv Inc.(OVVcusip69047Q102) | 5.0K | QoQ NEW(+5.0K) YoY NEW(+5.0K) | All Managers (Combined) | $211.9K | QoQ NEW(+$211.9K) YoY NEW(+$211.9K) |
9.0K | QoQ 0.00% (-0) | All Managers (Combined) | $209.8K | ||
(cusip46429B663)✕ | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $208.1K | QoQ NEW(+$208.1K) YoY NEW(+$208.1K) |
9.6K | QoQ NEW(+9.6K) YoY NEW(+9.6K) | All Managers (Combined) | $206.7K | QoQ NEW(+$206.7K) YoY NEW(+$206.7K) | |
(cusip46438F101)✕ | 4.4K | QoQ 0.00% (-0)YoY NEW(+4.4K) | All Managers (Combined) | $205.4K | YoY NEW(+$205.4K) |
3.3K | QoQ NEW(+3.3K) | All Managers (Combined) | $204.2K | QoQ NEW(+$204.2K) | |
J M SMUCKER Co(SJMcusip832696405) | 1.7K | QoQ NEW(+1.7K) YoY +1.35% (-23) | All Managers (Combined) | $204.0K | QoQ NEW(+$204.0K) |
1.0K | QoQ -1.97% (-21) | All Managers (Combined) | $201.7K | ||
(cusip292102209)✕ | 10.7K | All Managers (Combined) | $90.4K | ||
10.0K | All Managers (Combined) | $82.2K | |||
NEXTNAV INC.(NNcusip65345N106) | 17.9K | YoY NEW(+17.9K) | All Managers (Combined) | $66.6K | YoY NEW(+$66.6K) |
18.0K | All Managers (Combined) | $47.9K | |||
13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $19.4K | QoQ NEW(+$19.4K) YoY NEW(+$19.4K) | |
PAVmed Inc.(PAVMcusip70387R403) | 21.5K | QoQ 0.00% (+0)YoY NEW(+21.5K) | All Managers (Combined) | $15.5K | YoY NEW(+$15.5K) |