Obermeyer Wealth Partners Q1 2020 Filing

Filed April 30, 2020

Portfolio Value

$935.5B

Holdings

119

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (119 positions)

#StockSharesValue% PortfolioType
1
MAMASTERCARD INC
206,699$49.9B5.34%
2
NVDANVIDIA CORP
170,615$45.0B4.81%
3
GOOGALPHABET INC
36,323$42.2B4.51%
4
MSFTMICROSOFT CORP
262,276$41.4B4.42%
5
8CWCROWN CASTLE INTL CORP NEW
268,602$38.8B4.15%
6
BALLBALL CORP
598,576$38.7B4.14%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
190,148$34.8B3.72%
8
3M4MASIMO CORP
193,985$34.4B3.67%
9
BAXBAXTER INTL INC
417,987$33.9B3.63%
10
NKENIKE INC
406,127$33.6B3.59%
11
AONAON PLC
201,549$33.3B3.56%
12
EQIXEQUINIX INC
49,705$31.0B3.32%
13
UNHUNITEDHEALTH GROUP INC
123,253$30.7B3.29%
14
TROWPRICE T ROWE GROUP INC
312,253$30.5B3.26%
15
EBAEBAY INC
904,122$27.2B2.91%
16
CRMSALESFORCE COM INC
188,243$27.1B2.90%
17
ETNEATON CORP PLC
328,456$25.5B2.73%
18
AMZNAMAZON COM INC
12,695$24.8B2.65%
19
ADBEADOBE INC
77,534$24.7B2.64%
20
BACBK OF AMERICA CORP
1,139,545$24.2B2.59%
21
GSGOLDMAN SACHS GROUP INC
151,709$23.5B2.51%
22
FTDRFRONTDOOR INC
660,952$23.0B2.46%
23
FUODOLBY LABORATORIES INC
410,991$22.3B2.38%
24
IGSBISHARES TR
398,369$20.9B2.23%
25
RHIROBERT HALF INTL INC
538,336$20.3B2.17%
26
MCDMCDONALDS CORP
117,944$19.5B2.08%
27
METAFACEBOOK INC
104,402$17.4B1.86%
28
SYKSTRYKER CORP
80,480$13.4B1.43%
29
VTIVANGUARD INDEX FDS
77,231$10.0B1.06%
30
AVTRAVANTOR INC
736,947$9.2B0.98%
31
BFAMBRIGHT HORIZONS FAM SOL IN D
82,988$8.5B0.90%
32
LUVSOUTHWEST AIRLS CO
228,519$8.1B0.87%
33
GPNGLOBAL PMTS INC
54,199$7.8B0.84%
34
BRK-BBERKSHIRE HATHAWAY INC DEL
17$4.6B0.49%
35
AAPLAPPLE INC
17,967$4.6B0.49%
36
VEAVANGUARD TAX-MANAGED INTL FD
114,657$3.8B0.41%
37
IJRISHARES TR
42,044$2.4B0.25%
38
JNJJOHNSON & JOHNSON
16,880$2.2B0.24%
39
ADIANALOG DEVICES INC
21,135$1.9B0.20%
40
BMYBRISTOL-MYERS SQUIBB CO
33,395$1.9B0.20%
41
INTCINTEL CORP
32,965$1.8B0.19%
42
EPDENTERPRISE PRODS PARTNERS L
121,157$1.7B0.19%
43
IDXXIDEXX LABS INC
6,025$1.5B0.16%
44
LOWLOWES COS INC
14,676$1.3B0.14%
45
VOOVANGUARD INDEX FDS
5,150$1.2B0.13%
46
KOCOCA COLA CO
27,353$1.2B0.13%
47
JPMJPMORGAN CHASE & CO
13,136$1.2B0.13%
48
MPLXMPLX LP
99,438$1.2B0.12%
49
GOOGLALPHABET INC
956$1.1B0.12%
50
SPYSPDR S&P 500 ETF TR
4,067$1.0B0.11%
51
PGPROCTER & GAMBLE CO
8,487$934.0M0.10%
52
MYFWFIRST WESTN FINL INC
56,029$792.0M0.08%
53
IGIBISHARES TR
14,398$791.0M0.08%
54
ETENERGY TRANSFER LP
163,713$753.0M0.08%
55
ABTABBOTT LABS
8,396$663.0M0.07%
56
WFCWELLS FARGO CO NEW
19,567$562.0M0.06%
57
KMBKIMBERLY CLARK CORP
4,390$561.0M0.06%
58
VBKVANGUARD INDEX FDS
3,722$559.0M0.06%
59
DDDUPONT DE NEMOURS INC
16,334$557.0M0.06%
60
MRKMERCK & CO. INC
7,178$552.0M0.06%
61
EEMISHARES TR
15,983$546.0M0.06%
62
DYHTARGET CORP
5,832$542.0M0.06%
63
XOMEXXON MOBIL CORP
13,940$529.0M0.06%
64
HSYHERSHEY CO
3,910$518.0M0.06%
65
SPIBSPDR SER TR
14,960$509.0M0.05%
66
ABBVABBVIE INC
6,658$507.0M0.05%
67
VYMVANGUARD WHITEHALL FDS
7,115$503.0M0.05%
68
COSTCOSTCO WHSL CORP NEW
1,754$500.0M0.05%
69
UNPUNION PAC CORP
3,535$499.0M0.05%
70
NSCNORFOLK SOUTHERN CORP
3,300$482.0M0.05%
71
DOWDOW INC
16,449$481.0M0.05%
72
INCYINCYTE CORP
6,336$464.0M0.05%
73
DOVDOVER CORP
5,505$462.0M0.05%
74
BABAALIBABA GROUP HLDG LTD
2,123$413.0M0.04%
75
CTVACORTEVA INC
17,379$408.0M0.04%
76
CVXCHEVRON CORP NEW
5,610$407.0M0.04%
77
PPGPPG INDS INC
4,870$407.0M0.04%
78
BABOEING CO
2,544$379.0M0.04%
79
MBBISHARES TR
3,407$376.0M0.04%
80
GILDGILEAD SCIENCES INC
4,865$364.0M0.04%
81
ETVEATON VANCE TX MNG BY WRT OP
30,085$363.0M0.04%
82
AMGNAMGEN INC
1,746$354.0M0.04%
83
BACVERIZON COMMUNICATIONS INC
6,156$331.0M0.04%
84
ILMNILLUMINA INC
1,212$331.0M0.04%
85
CSCOCISCO SYS INC
8,269$325.0M0.03%
86
VCITVANGUARD SCOTTSDALE FDS
3,686$321.0M0.03%
87
BF/BBROWN FORMAN CORP
5,625$312.0M0.03%
88
SCHDSCHWAB STRATEGIC TR
6,875$309.0M0.03%
89
SHYISHARES TR
3,528$306.0M0.03%
90
VGLTVANGUARD SCOTTSDALE FDS
3,000$303.0M0.03%
91
VVISA INC
1,819$293.0M0.03%
92
STZCONSTELLATION BRANDS INC
2,010$288.0M0.03%
93
PFEPFIZER INC
8,684$283.0M0.03%
94
TSLATESLA INC
533$279.0M0.03%
95
AMTAMERICAN TOWER CORP NEW
1,275$278.0M0.03%
96
AXPAMERICAN EXPRESS CO
3,243$278.0M0.03%
97
DISDISNEY WALT CO
2,843$275.0M0.03%
98
SIRIEURSIRIUS XM HLDGS INC
55,000$272.0M0.03%
99
UTXZUNITED TECHNOLOGIES CORP
2,885$272.0M0.03%
100
ALSALLSTATE CORP
2,900$266.0M0.03%
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