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 8 of 14
46137V431
Shares:5.5K
Value:$544.4K
46641Q167
Shares:8.4K
Value:$532.0K
81369Y506
Shares:5.6K
Value:$520.1K
46429B747
Shares:5.0K
Value:$514.1K
78464A375
Shares:15.0K
Value:$497.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.5K | All Managers (Combined) | $550.6K | |||
19.6K | All Managers (Combined) | $547.1K | |||
(cusip46137V431)✕ | 5.5K | YoY NEW(+5.5K) | All Managers (Combined) | $544.4K | YoY NEW(+$544.4K) |
ADOBE INC.(ADBEcusip00724F101) | 1.4K | All Managers (Combined) | $542.3K | ||
Cigna Group(CIcusip125523100) | 1.6K | All Managers (Combined) | $541.5K | ||
(cusip46641Q167)✕ | 8.4K | QoQ 0.00% (+0)YoY NEW(+8.4K) | All Managers (Combined) | $532.0K | YoY NEW(+$532.0K) |
1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $521.0K | YoY NEW(+$521.0K) | |
(cusip81369Y506)✕ | 5.6K | QoQ 0.00% (+0)YoY -6.84% (-409) | All Managers (Combined) | $520.1K | |
(cusip46429B747)✕ | 5.0K | All Managers (Combined) | $514.1K | ||
8.4K | All Managers (Combined) | $501.1K | |||
2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $500.0K | YoY NEW(+$500.0K) | |
(cusip78464A375)✕ | 15.0K | All Managers (Combined) | $497.3K | ||
KKR & Co. Inc.(KKRcusip48251W104) | 4.2K | All Managers (Combined) | $491.2K | ||
HERSHEY CO(HSYcusip427866108) | 2.9K | QoQ -0.96% (-28) | All Managers (Combined) | $489.2K | |
CORNING INC /NY(GLWcusip219350105) | 10.5K | QoQ +0.12% (-13)YoY -1.74% (-187) | All Managers (Combined) | $482.8K | |
WELLTOWER INC.(WELLcusip95040Q104) | 3.1K | All Managers (Combined) | $479.1K | ||
4.6K | All Managers (Combined) | $476.2K | |||
ServiceNow, Inc.(NOWcusip81762P102) | 597 | YoY NEW(+597) | All Managers (Combined) | $475.3K | YoY NEW(+$475.3K) |
SHOPIFY INC.(SHOPcusip82509L107) | 4.9K | QoQ -8.36% (-444)YoY +4.58% (+213) | All Managers (Combined) | $464.3K | |
4.8K | All Managers (Combined) | $449.9K |