Obermeyer Wealth Partners Q1 2024 Filing
Filed May 7, 2024
Portfolio Value
$1.7B
Holdings
253
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (253 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $104.9M |
QUALISHARES TR | $92.6M |
MSFTMICROSOFT CORP | $92.6M |
GOOGALPHABET INC | $77.5M |
MOATVANECK ETF TRUST | $69.1M |
MAMASTERCARD INCORPORATED | $65.4M |
AAPLAPPLE INC | $63.6M |
VOOVANGUARD INDEX FDS | $56.3M |
CRMSALESFORCE INC | $51.5M |
AMZNAMAZON COM INC | $50.8M |
UNHUNITEDHEALTH GROUP INC | $43.4M |
METAMETA PLATFORMS INC | $41.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $40.8M |
NVRNVR INC | $38.6M |
HDHOME DEPOT INC | $37.9M |
AONAON PLC | $37.6M |
LMTLOCKHEED MARTIN CORP | $34.2M |
SPSMSPDR SER TR | $32.6M |
MCDMCDONALDS CORP | $31.8M |
ASMLASML HOLDING N V | $29.6M |
AVGOBROADCOM INC | $28.6M |
RTXRTX CORPORATION | $28.0M |
UNPUNION PAC CORP | $27.4M |
JNJJOHNSON & JOHNSON | $26.2M |
IGSBISHARES TR | $25.0M |
CMECME GROUP INC | $24.6M |
VTIVANGUARD INDEX FDS | $24.3M |
MRKMERCK & CO INC | $24.3M |
ORCLORACLE CORP | $23.4M |
CMCSACOMCAST CORP NEW | $23.4M |
ADBEADOBE INC | $21.6M |
CVXCHEVRON CORP NEW | $20.2M |
XOMEXXON MOBIL CORP | $19.4M |
PEPPEPSICO INC | $19.0M |
NVDANVIDIA CORPORATION | $17.2M |
LMBSFIRST TR EXCHANGE-TRADED FD | $15.3M |
NDQINVESCO QQQ TR | $15.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $12.1M |
VCSHVANGUARD SCOTTSDALE FDS | $8.3M |
VEAVANGUARD TAX-MANAGED FDS | $7.5M |
SPYSPDR S&P 500 ETF TR | $6.6M |
JPMJPMORGAN CHASE & CO | $6.6M |
VVISA INC | $5.5M |
GOOGLALPHABET INC | $5.1M |
LOWLOWES COS INC | $5.0M |
AVDLAVADEL PHARMACEUTICALS PLC | $4.7M |
IEVISHARES TR | $3.3M |
ETNEATON CORP PLC | $3.3M |
ABBVABBVIE INC | $3.3M |
OWLBLUE OWL CAPITAL INC | $3.2M |
WMWASTE MGMT INC DEL | $2.9M |
ARCCARES CAPITAL CORP | $2.9M |
TBILRBB FD INC | $2.9M |
ABTABBOTT LABS | $2.7M |
8CWCROWN CASTLE INC | $2.6M |
NVONOVO-NORDISK A S | $2.5M |
VVVANGUARD INDEX FDS | $2.5M |
CBCHUBB LIMITED | $2.5M |
SCTXXSCHWAB CHARLES FAMILY FD | $2.5M |
CITHE CIGNA GROUP | $2.5M |
GQ9SPDR GOLD TR | $2.3M |
PGPROCTER AND GAMBLE CO | $2.3M |
IVVISHARES TR | $2.2M |
SYYSYSCO CORP | $2.2M |
VYMVANGUARD WHITEHALL FDS | $2.2M |
MCHPMICROCHIP TECHNOLOGY INC. | $2.1M |
KOCOCA COLA CO | $2.0M |
IDXXIDEXX LABS INC | $2.0M |
IRMIRON MTN INC DEL | $2.0M |
ADIANALOG DEVICES INC | $2.0M |
CRCCANADIAN NAT RES LTD | $2.0M |
IJRISHARES TR | $1.9M |
VICIVICI PPTYS INC | $1.9M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.9M |
EPDENTERPRISE PRODS PARTNERS L | $1.7M |
LYBLYONDELLBASELL INDUSTRIES N | $1.6M |
AXPAMERICAN EXPRESS CO | $1.6M |
CTVACORTEVA INC | $1.6M |
COSTCOSTCO WHSL CORP NEW | $1.5M |
DISDISNEY WALT CO | $1.4M |
AMATAPPLIED MATLS INC | $1.4M |
PAYXPAYCHEX INC | $1.3M |
BEPCBROOKFIELD RENEWABLE CORP | $1.3M |
DHID R HORTON INC | $1.3M |
NXPINXP SEMICONDUCTORS N V | $1.3M |
MPLXMPLX LP | $1.3M |
MSIMOTOROLA SOLUTIONS INC | $1.2M |
PJXPETROLEO BRASILEIRO SA PETRO | $1.2M |
SHELSHELL PLC | $1.2M |
IWMISHARES TR | $1.2M |
AMGNAMGEN INC | $1.2M |
TJXTJX COS INC NEW | $1.2M |
EEMISHARES TR | $1.1M |
IWFISHARES TR | $1.0M |
DOVDOVER CORP | $1.0M |
ETVEATON VANCE TAX-MANAGED BUY- | $1.0M |
DDDUPONT DE NEMOURS INC | $966K |
EQIXEQUINIX INC | $918K |
PFEPFIZER INC | $908K |
MRVLMARVELL TECHNOLOGY INC | $904K |
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