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:
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Page 3 of 14
92206C409
Shares:129.4K
Value:$10.2M
464287861
Shares:50.0K
Value:$2.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
ELI LILLY & Co(LLYcusip532457108) | 16.7K | All Managers (Combined) | $13.8M | ||
(cusip92206C409)✕ | 129.4K | All Managers (Combined) | $10.2M | ||
17.3K | All Managers (Combined) | $9.7M | |||
NOVO NORDISK A S(NVOcusip670100205) | 136.2K | All Managers (Combined) | $9.5M | ||
24.6K | All Managers (Combined) | $8.6M | |||
33.2K | All Managers (Combined) | $8.2M | |||
158.2K | All Managers (Combined) | $8.0M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 42.6K | All Managers (Combined) | $6.6M | ||
AbbVie Inc.(ABBVcusip00287Y109) | 23.8K | All Managers (Combined) | $5.0M | ||
18.9K | QoQ -4.26% (-842)YoY -2.88% (-562) | All Managers (Combined) | $4.4M | ||
164.5K | All Managers (Combined) | $3.6M | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 11.6K | QoQ -0.42% (-50)YoY +4.27% (+477) | All Managers (Combined) | $3.4M | |
13.8K | QoQ -0.14% (-20)YoY +1.01% (+139) | All Managers (Combined) | $3.2M | ||
Accenture plc(ACNcusipG1151C101) | 10.0K | All Managers (Combined) | $3.1M | ||
3.1K | All Managers (Combined) | $3.0M | |||
(cusip464287861)✕ | 50.0K | All Managers (Combined) | $2.9M | ||
Eaton Corp plc(ETNcusipG29183103) | 10.7K | All Managers (Combined) | $2.9M | ||
WATSCO INC(WSOcusip942622200) | 5.4K | QoQ -0.12% (-7)YoY NEW(+5.4K) | All Managers (Combined) | $2.8M | YoY NEW(+$2.8M) |
10.5K | QoQ -0.14% (-15)YoY -0.14% (-15) | All Managers (Combined) | $2.7M | ||
20.0K | All Managers (Combined) | $2.6M |