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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Shell plc
Shares:19.5K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.9B)
Corteva, Inc.
Shares:22.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.9B)
AMGEN INC
Shares:4.5K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.9B)
TJX COMPANIES INC /DE/
Shares:11.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.9B)
464287614
Shares:3.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.9B)
Salesforce, Inc.
Shares:4.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.9B)
464287234
Shares:27.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.9B)
WELLS FARGO & COMPANY/MN
Shares:15.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.9B)
Energy Transfer LP
Shares:60.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.9B)
CHEVRON CORP
Shares:6.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.9B)
PETROBRAS - PETROLEO BRASILEIRO SA
Shares:84.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.9B)
DuPont de Nemours, Inc.
Shares:14.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.9B)
STRYKER CORP
Shares:2.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.9B)
AerCap Holdings N.V.
Shares:10.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.9B)
EQUINIX INC
Shares:1.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.9B)
APPLIED MATERIALS INC /DE
Shares:7.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.9B)
HORTON D R INC /DE/
Shares:7.9K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.9B)
464287655
Shares:5.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.9B)
IDEXX LABORATORIES INC /DE
Shares:2.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.9B)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Shares:75.3K
Value:$994.4K
% of Portfolio:0.1% ($994.4K/$1.9B)