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 2 of 14
78468R853
Shares:642.4K
Value:$26.2M
33739Q200
Shares:299.1K
Value:$14.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.1K | All Managers (Combined) | $30.0M | |||
ASML HOLDING NV(ASMLcusipN07059210) | 44.8K | All Managers (Combined) | $29.7M | ||
CME GROUP INC.(CMEcusip12572Q105) | 111.5K | All Managers (Combined) | $29.6M | ||
105.1K | All Managers (Combined) | $28.9M | |||
106.7K | YoY NEW(+106.7K) | All Managers (Combined) | $28.6M | YoY NEW(+$28.6M) | |
(cusip78468R853)✕ | 642.4K | All Managers (Combined) | $26.2M | ||
73.9K | YoY NEW(+73.9K) | All Managers (Combined) | $25.8M | YoY NEW(+$25.8M) | |
DEERE & CO(DEcusip244199105) | 54.8K | All Managers (Combined) | $25.7M | ||
83.8K | All Managers (Combined) | $25.3M | |||
132.8K | All Managers (Combined) | $22.6M | |||
429.3K | YoY NEW(+429.3K) | All Managers (Combined) | $22.5M | YoY NEW(+$22.5M) | |
134.1K | All Managers (Combined) | $22.2M | |||
121.1K | All Managers (Combined) | $21.8M | |||
295.6K | YoY NEW(+295.6K) | All Managers (Combined) | $21.0M | YoY NEW(+$21.0M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 175.5K | All Managers (Combined) | $20.9M | ||
COMCAST CORP(CMCSAcusip20030N101) | 490.3K | All Managers (Combined) | $18.1M | ||
37.4K | All Managers (Combined) | $17.5M | |||
19 | All Managers (Combined) | $15.2M | |||
(cusip33739Q200)✕ | 299.1K | All Managers (Combined) | $14.7M | ||
161.3K | All Managers (Combined) | $14.5M |