Obermeyer Wealth Partners

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 261Value: $1.9BLatest: 2025Q1

Obermeyer Wealth Partners is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 261 holdings worth $1.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

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
CIK: obermeyer-wealth-partners
Manager Name: Obermeyer-Wealth-Partners

Data Enrichment

87% identified

228 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

261 positions • $1.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 14

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:236.1K

Value:$125.7M

% of Portfolio:6.7% ($125.7M/$1.9B)

46432F339

QUAL|46432F339

Shares:544.7K

Value:$93.1M

% of Portfolio:5.0% ($93.1M/$1.9B)

MICROSOFT CORP

MSFT|594918104

Shares:212.6K

Value:$79.8M

% of Portfolio:4.3% ($79.8M/$1.9B)

Apple Inc.

AAPL|037833100

Shares:358.6K

Value:$79.7M

% of Portfolio:4.3% ($79.7M/$1.9B)

92189F643

Shares:881.2K

Value:$77.5M

% of Portfolio:4.1% ($77.5M/$1.9B)

922908363

VOO|922908363

Shares:149.7K

Value:$76.9M

% of Portfolio:4.1% ($76.9M/$1.9B)

Mastercard Inc

MA|57636Q104

Shares:124.9K

Value:$68.5M

% of Portfolio:3.7% ($68.5M/$1.9B)

Alphabet Inc.

GOOG|02079K107

Shares:402.0K

Value:$62.8M

% of Portfolio:3.4% ($62.8M/$1.9B)

47103U845

Shares:1.2M

Value:$62.3M

% of Portfolio:3.3% ($62.3M/$1.9B)

AMAZON COM INC

AMZN|023135106

Shares:269.4K

Value:$51.2M

% of Portfolio:2.7% ($51.2M/$1.9B)

74933W452

Shares:929.7K

Value:$46.5M

% of Portfolio:2.5% ($46.5M/$1.9B)

Meta Platforms, Inc.

META|30303M102

Shares:79.2K

Value:$45.7M

% of Portfolio:2.4% ($45.7M/$1.9B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:269.0K

Value:$44.7M

% of Portfolio:2.4% ($44.7M/$1.9B)

Aon plc

AON|G0403H108

Shares:104.9K

Value:$41.9M

% of Portfolio:2.2% ($41.9M/$1.9B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:75.9K

Value:$39.8M

% of Portfolio:2.1% ($39.8M/$1.9B)

RTX Corp

RTX|75513E101

Shares:278.6K

Value:$36.9M

% of Portfolio:2.0% ($36.9M/$1.9B)

NVIDIA CORP

NVDA|67066G104

Shares:330.7K

Value:$35.8M

% of Portfolio:1.9% ($35.8M/$1.9B)

Broadcom Inc.

AVGO|11135F101

Shares:208.2K

Value:$34.9M

% of Portfolio:1.9% ($34.9M/$1.9B)

HOME DEPOT, INC.

HD|437076102

Shares:89.4K

Value:$32.8M

% of Portfolio:1.7% ($32.8M/$1.9B)

Walmart Inc.

WMT|931142103

Shares:366.1K

Value:$32.1M

% of Portfolio:1.7% ($32.1M/$1.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	236.1K	QoQ -1.12% (-2.7K) YoY -5.40% (-13.5K)	All Managers (Combined)	$125.7M	6.7% ($125.7M/$1.9B)	QoQ +16.16% (-$17.5M) YoY +19.79% (-$20.8M)
(QUALcusip46432F339)	544.7K	QoQ +3.26% (-17.2K) YoY -3.32% (-18.8K)	All Managers (Combined)	$93.1M	5.0% ($93.1M/$1.9B)	QoQ -0.90% (-$845.9K) YoY +0.51% (-$478.7K)
MICROSOFT CORP(MSFTcusip594918104)	212.6K	QoQ -1.52% (-3.3K) YoY -3.42% (-7.5K)	All Managers (Combined)	$79.8M	4.3% ($79.8M/$1.9B)	QoQ -12.29% (-$11.2M) YoY -13.82% (-$12.8M)
Apple Inc.(AAPLcusip037833100)	358.6K	QoQ -1.63% (-6.0K) YoY -3.26% (-12.1K)	All Managers (Combined)	$79.7M	4.3% ($79.7M/$1.9B)	QoQ -12.74% (-$11.6M) YoY +25.30% (-$16.1M)
(cusip92189F643)✕	881.2K	QoQ +3.50% (-29.8K) YoY +14.58% (+112.2K)	All Managers (Combined)	$77.5M	4.1% ($77.5M/$1.9B)	QoQ -1.77% (-$1.4M) YoY +12.16% (+$8.4M)
(VOOcusip922908363)	149.7K	QoQ +3.63% (-5.3K) YoY +27.92% (+32.7K)	All Managers (Combined)	$76.9M	4.1% ($76.9M/$1.9B)	QoQ -1.15% (-$898.2K) YoY +36.75% (+$20.7M)
Mastercard Inc(MAcusip57636Q104)	124.9K	QoQ -2.64% (-3.4K) YoY -7.98% (-10.8K)	All Managers (Combined)	$68.5M	3.7% ($68.5M/$1.9B)	QoQ +1.34% (-$907.2K) YoY +4.73% (-$3.1M)
Alphabet Inc.(GOOGcusip02079K107)	402.0K	QoQ -1.67% (-6.8K) YoY -21.00% (-106.9K)	All Managers (Combined)	$62.8M	3.4% ($62.8M/$1.9B)	QoQ -19.33% (-$15.1M) YoY -18.94% (-$14.7M)
(cusip47103U845)✕	1.2M	QoQ +30.17% (+284.6K) YoY NEW(+1.2M)	All Managers (Combined)	$62.3M	3.3% ($62.3M/$1.9B)	QoQ +30.17% (+$14.4M) YoY NEW(+$62.3M)
AMAZON COM INC(AMZNcusip023135106)	269.4K	QoQ -1.51% (-4.1K) YoY -4.34% (-12.2K)	All Managers (Combined)	$51.2M	2.7% ($51.2M/$1.9B)	QoQ -14.59% (-$8.8M) YoY +0.89% (-$452.9K)
(cusip74933W452)✕	929.7K	QoQ +48.04% (+301.7K) YoY +1528.50% (+872.6K)	All Managers (Combined)	$46.5M	2.5% ($46.5M/$1.9B)	QoQ +48.48% (+$15.2M) YoY +1527.85% (+$43.6M)
Meta Platforms, Inc.(METAcusip30303M102)	79.2K	QoQ -3.82% (-3.1K) YoY -6.29% (-5.3K)	All Managers (Combined)	$45.7M	2.4% ($45.7M/$1.9B)	QoQ -5.32% (-$2.6M) YoY +11.22% (-$4.6M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	269.0K	QoQ -4.49% (-12.6K) YoY -10.39% (-31.2K)	All Managers (Combined)	$44.7M	2.4% ($44.7M/$1.9B)	QoQ -19.71% (-$11.0M) YoY +9.33% (-$3.8M)
Aon plc(AONcusipG0403H108)	104.9K	QoQ -2.93% (-3.2K) YoY -6.96% (-7.9K)	All Managers (Combined)	$41.9M	2.2% ($41.9M/$1.9B)	QoQ +7.85% (-$3.1M) YoY +11.25% (-$4.2M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	75.9K	QoQ -3.89% (-3.1K) YoY -13.55% (-11.9K)	All Managers (Combined)	$39.8M	2.1% ($39.8M/$1.9B)	QoQ -0.49% (-$197.1K) YoY -8.47% (-$3.7M)
RTX Corp(RTXcusip75513E101)	278.6K	QoQ -1.99% (-5.7K) YoY -3.06% (-8.8K)	All Managers (Combined)	$36.9M	2.0% ($36.9M/$1.9B)	QoQ +12.18% (-$4.0M) YoY +31.65% (-$8.9M)
NVIDIA CORP(NVDAcusip67066G104)	330.7K	QoQ +3.59% (-11.5K) YoY +1638.48% (+311.7K)	All Managers (Combined)	$35.8M	1.9% ($35.8M/$1.9B)	QoQ -16.39% (-$7.0M) YoY +108.52% (+$18.7M)
Broadcom Inc.(AVGOcusip11135F101)	208.2K	QoQ +0.37% (-778) YoY +863.49% (+186.6K)	All Managers (Combined)	$34.9M	1.9% ($34.9M/$1.9B)	QoQ -27.51% (-$13.2M) YoY +21.70% (+$6.2M)
HOME DEPOT, INC.(HDcusip437076102)	89.4K	QoQ -4.03% (-3.8K) YoY -9.61% (-9.5K)	All Managers (Combined)	$32.8M	1.7% ($32.8M/$1.9B)	QoQ -9.58% (-$3.5M) YoY -13.65% (-$5.2M)
Walmart Inc.(WMTcusip931142103)	366.1K	QoQ -1.29% (-4.8K) YoY +3013.76% (+354.4K)	All Managers (Combined)	$32.1M	1.7% ($32.1M/$1.9B)	QoQ -4.09% (-$1.4M) YoY +4443.14% (+$31.4M)