Obermeyer Wealth Partners Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$1.3T
Holdings
218
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (218 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $85.8B |
MSFTMICROSOFT CORP | $67.4B |
GOOGALPHABET INC | $57.7B |
AONAON PLC | $56.8B |
UNHUNITEDHEALTH GROUP INC | $55.0B |
MAMASTERCARD INCORPORATED | $53.7B |
MCDMCDONALDS CORP | $48.9B |
3M4MASIMO CORP | $43.9B |
UNPUNION PAC CORP | $40.4B |
LMTLOCKHEED MARTIN CORP | $38.5B |
EQIXEQUINIX INC | $38.4B |
CRMSALESFORCE INC | $37.5B |
WMBWILLIAMS COS INC | $36.6B |
NKENIKE INC | $35.9B |
ELLAUDER ESTEE COS INC | $33.8B |
HDHOME DEPOT INC | $31.7B |
ADBEADOBE SYSTEMS INCORPORATED | $31.0B |
AMZNAMAZON COM INC | $30.8B |
VOOVANGUARD INDEX FDS | $30.6B |
IGSBISHARES TR | $30.4B |
AVTRAVANTOR INC | $29.7B |
JNJJOHNSON & JOHNSON | $29.0B |
DGDOLLAR GEN CORP NEW | $28.8B |
NVRNVR INC | $28.8B |
BALLBALL CORP | $27.9B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $27.1B |
CVXCHEVRON CORP NEW | $22.6B |
INMDINMODE LTD | $21.5B |
METAMETA PLATFORMS INC | $19.0B |
VTIVANGUARD INDEX FDS | $17.5B |
LMBSFIRST TR EXCHANGE-TRADED FD | $16.2B |
AAPLAPPLE INC | $15.5B |
QUALISHARES TR | $11.5B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $9.3B |
VCSHVANGUARD SCOTTSDALE FDS | $9.3B |
VEAVANGUARD TAX-MANAGED FDS | $8.0B |
NVDANVIDIA CORPORATION | $6.9B |
SPYSPDR S&P 500 ETF TR | $5.8B |
GOOGLALPHABET INC | $3.8B |
NDQINVESCO QQQ TR | $3.8B |
ADIANALOG DEVICES INC | $2.9B |
MINTPIMCO ETF TR | $2.7B |
VVISA INC | $2.6B |
JPMJPMORGAN CHASE & CO | $2.5B |
BEPCBROOKFIELD RENEWABLE CORP | $2.5B |
IDXXIDEXX LABS INC | $2.3B |
VICIVICI PPTYS INC | $2.1B |
LOWLOWES COS INC | $2.1B |
KOCOCA COLA CO | $2.0B |
PGPROCTER AND GAMBLE CO | $2.0B |
IVVISHARES TR | $2.0B |
VVVANGUARD INDEX FDS | $2.0B |
GQ9SPDR GOLD TR | $1.8B |
VYMVANGUARD WHITEHALL FDS | $1.8B |
CTVACORTEVA INC | $1.8B |
8CWCROWN CASTLE INC | $1.8B |
ABBVABBVIE INC | $1.6B |
IJRISHARES TR | $1.6B |
PFEPFIZER INC | $1.6B |
XOMEXXON MOBIL CORP | $1.5B |
EPDENTERPRISE PRODS PARTNERS L | $1.5B |
ABTABBOTT LABS | $1.5B |
PEPPEPSICO INC | $1.4B |
AXPAMERICAN EXPRESS CO | $1.2B |
MPLXMPLX LP | $1.2B |
COSTCOSTCO WHSL CORP NEW | $1.1B |
APDAIR PRODS & CHEMS INC | $1.1B |
RTXRAYTHEON TECHNOLOGIES CORP | $1.1B |
DISDISNEY WALT CO | $1.0B |
EEMISHARES TR | $1.0B |
MSIMOTOROLA SOLUTIONS INC | $970.6M |
MRKMERCK & CO INC | $924.8M |
BACVERIZON COMMUNICATIONS INC | $924.2M |
TJXTJX COS INC NEW | $876.5M |
CBCHUBB LIMITED | $869.0M |
DDDUPONT DE NEMOURS INC | $867.2M |
CLCOLGATE PALMOLIVE CO | $861.7M |
DOVDOVER CORP | $816.4M |
IWMISHARES TR | $809.6M |
AVGOBROADCOM INC | $796.8M |
AMATAPPLIED MATLS INC | $783.4M |
WECWEC ENERGY GROUP INC | $772.6M |
BABOEING CO | $750.7M |
ETVEATON VANCE TAX-MANAGED BUY- | $738.8M |
BMYBRISTOL-MYERS SQUIBB CO | $732.3M |
RYROYAL BK CDA SUSTAINABL | $727.5M |
DEDEERE & CO | $719.2M |
UPSUNITED PARCEL SERVICE INC | $715.0M |
DHID R HORTON INC | $709.9M |
LHXL3HARRIS TECHNOLOGIES INC | $707.2M |
PG4PRINCIPAL FINANCIAL GROUP IN | $706.9M |
AMGNAMGEN INC | $706.7M |
MYFWFIRST WESTN FINL INC | $696.6M |
SRESEMPRA | $695.9M |
MDLZMONDELEZ INTL INC | $682.4M |
ARCCARES CAPITAL CORP | $678.4M |
DOWDOW INC | $662.4M |
HSYHERSHEY CO | $656.4M |
ADPAUTOMATIC DATA PROCESSING IN | $633.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $633.4M |
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