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 7 of 14
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.3K | QoQ 0.00% (+0) | All Managers (Combined) | $696.1K | ||
11.2K | All Managers (Combined) | $691.2K | |||
W. P. Carey Inc.(WPCcusip92936U109) | 10.9K | QoQ -1.51% (-167)YoY 0.00% (+0) | All Managers (Combined) | $686.7K | |
NETFLIX INC(NFLXcusip64110L106) | 732 | QoQ +5.93% (+41) | All Managers (Combined) | $682.6K | |
47.4K | QoQ 0.00% (+0) | All Managers (Combined) | $680.2K | ||
10.7K | All Managers (Combined) | $663.0K | |||
14.6K | All Managers (Combined) | $661.8K | |||
4.8K | QoQ -0.14% (-7)YoY -0.14% (-7) | All Managers (Combined) | $653.5K | ||
CATERPILLAR INC(CATcusip149123101) | 2.0K | All Managers (Combined) | $649.4K | ||
ALLSTATE CORP(ALLcusip020002101) | 3.1K | QoQ +0.09% (+3)YoY +0.09% (+3) | All Managers (Combined) | $642.5K | |
8.9K | YoY -0.54% (-49) | All Managers (Combined) | $606.8K | ||
1.7K | QoQ -3.43% (-62)YoY +0.23% (+4) | All Managers (Combined) | $601.1K | ||
1.1K | QoQ -1.83% (-21)YoY -4.49% (-53) | All Managers (Combined) | $600.2K | ||
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $598.9K | YoY NEW(+$598.9K) | |
1.3K | All Managers (Combined) | $592.3K | |||
2.8K | QoQ +0.17% (-5)YoY +6.01% (+159) | All Managers (Combined) | $579.0K | ||
1.2K | QoQ -4.08% (-49) | All Managers (Combined) | $572.9K | ||
3.0K | All Managers (Combined) | $558.1K | |||
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $555.2K | QoQ NEW(+$555.2K) YoY NEW(+$555.2K) | |
3.5K | QoQ +0.84% (+29)YoY -8.74% (-333) | All Managers (Combined) | $551.3K |