Obermeyer-Wealth-Partners

Filing Details

13F-HR2025-03-31
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% identified
228 identified33 unidentified

Holdings

261 positions
Manager:
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Page 3 of 14
ELI LILLY & Co
Shares:16.7K
Value:$13.8M
92206C409
Shares:129.4K
Value:$10.2M
SPDR S&P 500 ETF TRUST
Shares:17.3K
Value:$9.7M
NOVO NORDISK A S
Shares:136.2K
Value:$9.5M
VISA INC.
Shares:24.6K
Value:$8.6M
JPMORGAN CHASE & CO
Shares:33.2K
Value:$8.2M
921943858
Shares:158.2K
Value:$8.0M
Alphabet Inc.
Shares:42.6K
Value:$6.6M
AbbVie Inc.
Shares:23.8K
Value:$5.0M
LOWES COMPANIES INC
Shares:18.9K
Value:$4.4M
ARES CAPITAL CORP
Shares:164.5K
Value:$3.6M
SPDR GOLD TRUST
Shares:11.6K
Value:$3.4M
WASTE MANAGEMENT INC
Shares:13.8K
Value:$3.2M
Accenture plc
Shares:10.0K
Value:$3.1M
COSTCO WHOLESALE CORP /NEW
Shares:3.1K
Value:$3.0M
464287861
Shares:50.0K
Value:$2.9M
Eaton Corp plc
Shares:10.7K
Value:$2.9M
WATSCO INC
Shares:5.4K
Value:$2.8M
922908637
Shares:10.5K
Value:$2.7M
921946406
Shares:20.0K
Value:$2.6M