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 6 of 14
46138G664
Shares:18.9K
Value:$769.6K
03073E105
Shares:2.7K
Value:$757.5K
46138G698
Shares:7.4K
Value:$731.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.2K | All Managers (Combined) | $978.9K | |||
5.6K | QoQ +0.39% (-22)YoY NEW(+5.6K) | All Managers (Combined) | $972.5K | YoY NEW(+$972.5K) | |
5.6K | All Managers (Combined) | $965.9K | |||
8.8K | All Managers (Combined) | $963.0K | |||
28.8K | QoQ 0.00% (-0)YoY NEW(+28.8K) | All Managers (Combined) | $948.7K | YoY NEW(+$948.7K) | |
8.2K | QoQ +1.02% (+83)YoY +0.42% (+35) | All Managers (Combined) | $892.1K | ||
3.0K | All Managers (Combined) | $888.6K | |||
10.4K | All Managers (Combined) | $884.2K | |||
Nomad Foods Ltd(NOMDcusipG6564A105) | 44.0K | QoQ NEW(+44.0K) YoY NEW(+44.0K) | All Managers (Combined) | $864.6K | QoQ NEW(+$864.6K) YoY NEW(+$864.6K) |
7.6K | All Managers (Combined) | $857.9K | |||
12.0K | All Managers (Combined) | $844.8K | |||
4.0K | All Managers (Combined) | $843.2K | |||
PFIZER INC(PFEcusip717081103) | 33.2K | All Managers (Combined) | $841.5K | ||
13.1K | All Managers (Combined) | $798.4K | |||
(cusip46138G664)✕ | 18.9K | YoY NEW(+18.9K) | All Managers (Combined) | $769.6K | YoY NEW(+$769.6K) |
4.5K | All Managers (Combined) | $764.4K | |||
(cusip03073E105)✕ | 2.7K | QoQ +1.33% (+36) | All Managers (Combined) | $757.5K | |
PEPSICO INC(PEPcusip713448108) | 5.0K | All Managers (Combined) | $756.9K | ||
BlackRock, Inc.(BLKcusip09290D101) | 776 | YoY NEW(+776) | All Managers (Combined) | $734.5K | YoY NEW(+$734.5K) |
(cusip46138G698)✕ | 7.4K | QoQ -1.97% (-148)YoY NEW(+7.4K) | All Managers (Combined) | $731.4K | YoY NEW(+$731.4K) |