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 9 of 14
464287523
Shares:2.4K
Value:$448.6K
464285204
Shares:7.1K
Value:$420.6K
132061201
Shares:6.4K
Value:$405.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287523)✕ | 2.4K | QoQ 0.00% (-0)YoY -0.91% (-22) | All Managers (Combined) | $448.6K | |
1.9K | QoQ 0.00% (+0)YoY NEW(+1.9K) | All Managers (Combined) | $434.5K | YoY NEW(+$434.5K) | |
INTUIT INC.(INTUcusip461202103) | 707 | QoQ -0.28% (-2) | All Managers (Combined) | $434.1K | |
9.5K | QoQ 0.00% (+0)YoY +5.13% (+464) | All Managers (Combined) | $429.7K | ||
1.9K | QoQ 0.00% (-0) | All Managers (Combined) | $421.1K | ||
FISERV INC(FIcusip337738108) | 1.9K | All Managers (Combined) | $421.1K | ||
(cusip464285204)✕ | 7.1K | QoQ 0.00% (+0)YoY NEW(+7.1K) | All Managers (Combined) | $420.6K | YoY NEW(+$420.6K) |
11.9K | All Managers (Combined) | $415.4K | |||
Blackstone Inc.(BXcusip09260D107) | 3.0K | QoQ +0.10% (-3)YoY -4.86% (-151) | All Managers (Combined) | $412.3K | |
6.8K | All Managers (Combined) | $411.0K | |||
DOCUSIGN, INC.(DOCUcusip256163106) | 5.0K | All Managers (Combined) | $407.0K | ||
7.0K | All Managers (Combined) | $406.7K | |||
(cusip132061201)✕ | 6.4K | YoY NEW(+6.4K) | All Managers (Combined) | $405.9K | YoY NEW(+$405.9K) |
16.0K | QoQ NEW(+16.0K) | All Managers (Combined) | $401.6K | QoQ NEW(+$401.6K) | |
STARBUCKS CORP(SBUXcusip855244109) | 4.1K | All Managers (Combined) | $401.6K | ||
4.3K | All Managers (Combined) | $397.4K | |||
PACCAR INC(PCARcusip693718108) | 4.1K | QoQ -0.24% (-10)YoY NEW(+4.1K) | All Managers (Combined) | $396.7K | YoY NEW(+$396.7K) |
SYNOPSYS INC(SNPScusip871607107) | 890 | QoQ 0.00% (-0)YoY +3.48% (-30) | All Managers (Combined) | $381.7K | |
2.8K | QoQ -0.52% (-15)YoY -1.57% (-45) | All Managers (Combined) | $378.6K | ||
1.5K | All Managers (Combined) | $363.8K |