Obermeyer Wealth Partners Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$1.3B

Holdings

218

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (218 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
276,188$85.8T6398367.97%
2
MSFTMICROSOFT CORP
232,646$67.4T5027483.37%
3
GOOGALPHABET INC
552,318$57.7T4307407.22%
4
AONAON PLC
179,366$56.8T4240604.16%
5
UNHUNITEDHEALTH GROUP INC
115,967$55.0T4105132.58%
6
MAMASTERCARD INCORPORATED
147,063$53.7T4003424.31%
7
MCDMCDONALDS CORP
174,015$48.9T3644439.36%
8
3M4MASIMO CORP
235,250$43.9T3272053.96%
9
UNPUNION PAC CORP
199,052$40.4T3010250.91%
10
LMTLOCKHEED MARTIN CORP
81,170$38.5T2870014.01%
11
EQIXEQUINIX INC
52,994$38.4T2863274.02%
12
CRMSALESFORCE INC
186,622$37.5T2798728.74%
13
WMBWILLIAMS COS INC
1,223,282$36.6T2732713.30%
14
NKENIKE INC
291,374$35.9T2676953.26%
15
ELLAUDER ESTEE COS INC
136,185$33.8T2522567.88%
16
HDHOME DEPOT INC
106,983$31.7T2362314.06%
17
ADBEADOBE SYSTEMS INCORPORATED
80,116$31.0T2309817.78%
18
AMZNAMAZON COM INC
296,350$30.8T2298172.37%
19
VOOVANGUARD INDEX FDS
81,401$30.6T2284319.00%
20
IGSBISHARES TR
600,071$30.4T2265377.22%
21
AVTRAVANTOR INC
1,399,010$29.7T2212111.52%
22
JNJJOHNSON & JOHNSON
186,855$29.0T2166869.75%
23
DGDOLLAR GEN CORP NEW
135,740$28.8T2152132.75%
24
NVRNVR INC
5,125$28.8T2151182.34%
25
BALLBALL CORP
504,388$27.9T2082816.92%
26
TSMTAIWAN SEMICONDUCTOR MFG LTD
290,503$27.1T2022098.79%
27
CVXCHEVRON CORP NEW
138,344$22.6T1689433.23%
28
INMDINMODE LTD
669,792$21.5T1601635.91%
29
METAMETA PLATFORMS INC
88,782$19.0T1415857.28%
30
VTIVANGUARD INDEX FDS
85,074$17.5T1303036.16%
31
LMBSFIRST TR EXCHANGE-TRADED FD
338,253$16.2T1209602.48%
32
AAPLAPPLE INC
93,868$15.5T1155313.26%
33
QUALISHARES TR
92,359$11.5T859895.59%
34
BRK-BBERKSHIRE HATHAWAY INC DEL
20$9.3T694678.61%
35
VCSHVANGUARD SCOTTSDALE FDS
120,923$9.3T690784.17%
36
VEAVANGUARD TAX-MANAGED FDS
177,304$8.0T599661.09%
37
NVDANVIDIA CORPORATION
24,190$6.9T513740.27%
38
SPYSPDR S&P 500 ETF TR
13,142$5.8T431296.72%
39
GOOGLALPHABET INC
35,326$3.8T284041.86%
40
NDQINVESCO QQQ TR
10,385$3.8T281194.74%
41
ADIANALOG DEVICES INC
14,854$2.9T218542.22%
42
MINTPIMCO ETF TR
27,295$2.7T202094.55%
43
VVISA INC
10,517$2.6T193542.89%
44
JPMJPMORGAN CHASE & CO
19,302$2.5T187638.12%
45
BEPCBROOKFIELD RENEWABLE CORP
70,206$2.5T183046.92%
46
IDXXIDEXX LABS INC
4,662$2.3T173921.28%
47
VICIVICI PPTYS INC
63,103$2.1T153558.89%
48
LOWLOWES COS INC
10,283$2.1T153400.14%
49
KOCOCA COLA CO
32,623$2.0T150961.67%
50
PGPROCTER AND GAMBLE CO
13,598$2.0T150833.51%
51
IVVISHARES TR
4,848$2.0T148672.26%
52
VVVANGUARD INDEX FDS
10,504$2.0T146384.72%
53
GQ9SPDR GOLD TR
9,151$1.8T134304.53%
54
VYMVANGUARD WHITEHALL FDS
16,872$1.8T132788.35%
55
CTVACORTEVA INC
29,431$1.8T132414.46%
56
8CWCROWN CASTLE INC
12,861$1.8T131852.57%
57
ABBVABBVIE INC
10,237$1.6T121707.51%
58
IJRISHARES TR
16,862$1.6T121640.00%
59
PFEPFIZER INC
39,317$1.6T119668.98%
60
XOMEXXON MOBIL CORP
13,916$1.5T113841.35%
61
EPDENTERPRISE PRODS PARTNERS L
58,007$1.5T112078.17%
62
ABTABBOTT LABS
14,616$1.5T110409.74%
63
PEPPEPSICO INC
7,755$1.4T105465.30%
64
AXPAMERICAN EXPRESS CO
7,240$1.2T89090.59%
65
MPLXMPLX LP
34,466$1.2T88577.04%
66
COSTCOSTCO WHSL CORP NEW
2,257$1.1T83661.55%
67
APDAIR PRODS & CHEMS INC
3,699$1.1T79254.68%
68
RTXRAYTHEON TECHNOLOGIES CORP
10,840$1.1T79192.84%
69
DISDISNEY WALT CO
10,298$1.0T76923.35%
70
EEMISHARES TR
26,109$1.0T76856.80%
71
MSIMOTOROLA SOLUTIONS INC
3,392$970.6B72403.61%
72
MRKMERCK & CO INC
8,693$924.8B68994.00%
73
BACVERIZON COMMUNICATIONS INC
23,765$924.2B68947.22%
74
TJXTJX COS INC NEW
11,186$876.5B65389.83%
75
CBCHUBB LIMITED
4,475$869.0B64824.44%
76
DDDUPONT DE NEMOURS INC
12,083$867.2B64693.21%
77
CLCOLGATE PALMOLIVE CO
11,466$861.7B64280.90%
78
DOVDOVER CORP
5,373$816.4B60901.80%
79
IWMISHARES TR
4,538$809.6B60394.89%
80
AVGOBROADCOM INC
1,242$796.8B59441.05%
81
AMATAPPLIED MATLS INC
6,378$783.4B58442.67%
82
WECWEC ENERGY GROUP INC
8,151$772.6B57638.70%
83
BABOEING CO
3,532$750.7B56004.58%
84
ETVEATON VANCE TAX-MANAGED BUY-
58,491$738.8B55113.11%
85
BMYBRISTOL-MYERS SQUIBB CO
10,566$732.3B54631.56%
86
RYROYAL BK CDA SUSTAINABL
7,611$727.5B54268.71%
87
DEDEERE & CO
1,742$719.2B53655.34%
88
UPSUNITED PARCEL SERVICE INC
3,686$715.0B53338.29%
89
DHID R HORTON INC
7,267$709.9B52959.77%
90
LHXL3HARRIS TECHNOLOGIES INC
3,604$707.2B52760.36%
91
PG4PRINCIPAL FINANCIAL GROUP IN
9,511$706.9B52731.87%
92
AMGNAMGEN INC
2,923$706.7B52720.15%
93
MYFWFIRST WESTN FINL INC
35,180$696.6B51963.93%
94
SRESEMPRA
4,604$695.9B51917.45%
95
MDLZMONDELEZ INTL INC
9,787$682.4B50903.56%
96
ARCCARES CAPITAL CORP
37,123$678.4B50609.41%
97
DOWDOW INC
12,083$662.4B49414.54%
98
HSYHERSHEY CO
2,580$656.4B48966.04%
99
ADPAUTOMATIC DATA PROCESSING IN
2,847$633.8B47283.80%
100
TMOTHERMO FISHER SCIENTIFIC INC
1,099$633.4B47254.18%
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