Obermeyer Wealth Partners Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$1.9T

Holdings

261

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
236,055$125.7B6.71%
2
QUALISHARES TR
544,691$93.1B4.97%
3
MSFTMICROSOFT CORP
212,557$79.8B4.26%
4
AAPLAPPLE INC
358,645$79.7B4.25%
5
MOATVANECK ETF TRUST
881,212$77.5B4.14%
6
VOOVANGUARD INDEX FDS
149,699$76.9B4.10%
7
MAMASTERCARD INCORPORATED
124,891$68.5B3.65%
8
GOOGALPHABET INC
402,035$62.8B3.35%
9
JAAAJANUS DETROIT STR TR
1,227,593$62.3B3.32%
10
AMZNAMAZON COM INC
269,366$51.2B2.73%
11
TBILRBB FD INC
929,700$46.5B2.48%
12
METAMETA PLATFORMS INC
79,226$45.7B2.44%
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
268,976$44.7B2.38%
14
AONAON PLC
104,919$41.9B2.23%
15
UNHUNITEDHEALTH GROUP INC
75,902$39.8B2.12%
16
RTXRTX CORPORATION
278,582$36.9B1.97%
17
NVDANVIDIA CORPORATION
330,730$35.8B1.91%
18
AVGOBROADCOM INC
208,191$34.9B1.86%
19
HDHOME DEPOT INC
89,386$32.8B1.75%
20
WMTWALMART INC
366,117$32.1B1.71%
21
NVRNVR INC
4,136$30.0B1.60%
22
ASMLASML HOLDING N V
44,775$29.7B1.58%
23
CMECME GROUP INC
111,533$29.6B1.58%
24
VTIVANGUARD INDEX FDS
105,093$28.9B1.54%
25
SAPSAP SE
106,724$28.6B1.53%
26
SPSMSPDR SER TR
642,354$26.2B1.40%
27
SHWSHERWIN WILLIAMS CO
73,861$25.8B1.38%
28
DEDEERE & CO
54,835$25.7B1.37%
29
CBCHUBB LIMITED
83,833$25.3B1.35%
30
PGPROCTER AND GAMBLE CO
132,833$22.6B1.21%
31
BNBROOKFIELD CORP
429,266$22.5B1.20%
32
JNJJOHNSON & JOHNSON
134,091$22.2B1.19%
33
TXNTEXAS INSTRS INC
121,061$21.8B1.16%
34
NEENEXTERA ENERGY INC
295,584$21.0B1.12%
35
XOMEXXON MOBIL CORP
175,508$20.9B1.11%
36
CMCSACOMCAST CORP NEW
490,259$18.1B0.97%
37
NDQINVESCO QQQ TR
37,362$17.5B0.93%
38
BRK-BBERKSHIRE HATHAWAY INC DEL
19$15.2B0.81%
39
LMBSFIRST TR EXCHANGE-TRADED FD
299,089$14.7B0.78%
40
MRKMERCK & CO INC
161,286$14.5B0.77%
41
LLYELI LILLY & CO
16,696$13.8B0.74%
42
VCSHVANGUARD SCOTTSDALE FDS
129,354$10.2B0.54%
43
SPYSPDR S&P 500 ETF TR
17,263$9.7B0.52%
44
NVONOVO-NORDISK A S
136,174$9.5B0.50%
45
VVISA INC
24,624$8.6B0.46%
46
JPMJPMORGAN CHASE & CO.
33,235$8.2B0.43%
47
VEAVANGUARD TAX-MANAGED FDS
158,162$8.0B0.43%
48
GOOGLALPHABET INC
42,624$6.6B0.35%
49
ABBVABBVIE INC
23,809$5.0B0.27%
50
LOWLOWES COS INC
18,892$4.4B0.24%
51
ARCCARES CAPITAL CORP
164,456$3.6B0.19%
52
GQ9SPDR GOLD TR
11,632$3.4B0.18%
53
WMWASTE MGMT INC DEL
13,825$3.2B0.17%
54
ACNACCENTURE PLC IRELAND
10,018$3.1B0.17%
55
COSTCOSTCO WHSL CORP NEW
3,149$3.0B0.16%
56
IEVISHARES TR
50,000$2.9B0.16%
57
ETNEATON CORP PLC
10,702$2.9B0.16%
58
WSOWATSCO INC
5,443$2.8B0.15%
59
VVVANGUARD INDEX FDS
10,489$2.7B0.14%
60
VYMVANGUARD WHITEHALL FDS
19,989$2.6B0.14%
61
UNPUNION PAC CORP
9,929$2.3B0.13%
62
MCDMCDONALDS CORP
7,352$2.3B0.12%
63
EPDENTERPRISE PRODS PARTNERS L
65,653$2.2B0.12%
64
CRCCANADIAN NAT RES LTD
71,240$2.2B0.12%
65
ATOATMOS ENERGY CORP
14,184$2.2B0.12%
66
IVVISHARES TR
3,887$2.2B0.12%
67
OWLBLUE OWL CAPITAL INC
108,479$2.2B0.12%
68
KOCOCA COLA CO
29,698$2.1B0.11%
69
OBDCBLUE OWL CAPITAL CORPORATION
144,410$2.1B0.11%
70
ADIANALOG DEVICES INC
10,188$2.1B0.11%
71
VICIVICI PPTYS INC
59,965$2.0B0.10%
72
SYYSYSCO CORP
25,974$1.9B0.10%
73
IJRISHARES TR
18,510$1.9B0.10%
74
MPLXMPLX LP
35,181$1.9B0.10%
75
SPGIS&P GLOBAL INC
3,705$1.9B0.10%
76
ABTABBOTT LABS
13,885$1.8B0.10%
77
AXPAMERICAN EXPRESS CO
6,104$1.6B0.09%
78
BMTABRITISH AMERN TOB PLC
37,545$1.6B0.08%
79
ORCLORACLE CORP
10,824$1.5B0.08%
80
DISDISNEY WALT CO
14,690$1.4B0.08%
81
SHELSHELL PLC
19,535$1.4B0.08%
82
CTVACORTEVA INC
22,591$1.4B0.08%
83
AMGNAMGEN INC
4,529$1.4B0.08%
84
TJXTJX COS INC NEW
11,266$1.4B0.07%
85
IWFISHARES TR
3,565$1.3B0.07%
86
CRMSALESFORCE INC
4,700$1.3B0.07%
87
EEMISHARES TR
27,559$1.2B0.06%
88
WFCWELLS FARGO CO NEW
15,862$1.1B0.06%
89
ETENERGY TRANSFER L P
60,674$1.1B0.06%
90
CVXCHEVRON CORP NEW
6,651$1.1B0.06%
91
PJXPETROLEO BRASILEIRO SA PETRO
84,274$1.1B0.06%
92
DDDUPONT DE NEMOURS INC
14,496$1.1B0.06%
93
SYKSTRYKER CORPORATION
2,896$1.1B0.06%
94
AERAERCAP HOLDINGS NV
10,000$1.0B0.05%
95
EQIXEQUINIX INC
1,251$1.0B0.05%
96
AMATAPPLIED MATLS INC
7,020$1.0B0.05%
97
DHID R HORTON INC
7,905$1.0B0.05%
98
IWMISHARES TR
5,028$1.0B0.05%
99
IDXXIDEXX LABS INC
2,386$1.0B0.05%
100
ETVEATON VANCE TAX-MANAGED BUY-
75,280$994.4M0.05%
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