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 • $1.9B total value
Manager:
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UNION PACIFIC CORP
Shares:9.9K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$1.9B)
MCDONALDS CORP
Shares:7.4K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$1.9B)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:65.7K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.9B)
CANADIAN NATURAL RESOURCES LTD
Shares:71.2K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.9B)
ATMOS ENERGY CORP
Shares:14.2K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.9B)
464287200
Shares:3.9K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.9B)
BLUE OWL CAPITAL INC.
Shares:108.5K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.9B)
COCA COLA CO
Shares:29.7K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.9B)
Blue Owl Capital Corp
Shares:144.4K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.9B)
ANALOG DEVICES INC
Shares:10.2K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.9B)
VICI PROPERTIES INC.
Shares:60.0K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.9B)
SYSCO CORP
Shares:26.0K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.9B)
464287804
Shares:18.5K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.9B)
Shares:35.2K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.9B)
S&P Global Inc.
Shares:3.7K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.9B)
ABBOTT LABORATORIES
Shares:13.9K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.9B)
AMERICAN EXPRESS CO
Shares:6.1K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.9B)
British American Tobacco p.l.c.
Shares:37.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.9B)
ORACLE CORP
Shares:10.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.9B)
Walt Disney Co
Shares:14.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.9B)