Obermeyer Wealth Partners Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$1.9B
Holdings
261
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (261 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $125.7M |
QUALISHARES TR | $93.1M |
MSFTMICROSOFT CORP | $79.8M |
AAPLAPPLE INC | $79.7M |
MOATVANECK ETF TRUST | $77.5M |
VOOVANGUARD INDEX FDS | $76.9M |
MAMASTERCARD INCORPORATED | $68.5M |
GOOGALPHABET INC | $62.8M |
JAAAJANUS DETROIT STR TR | $62.3M |
AMZNAMAZON COM INC | $51.2M |
TBILRBB FD INC | $46.5M |
METAMETA PLATFORMS INC | $45.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $44.7M |
AONAON PLC | $41.9M |
UNHUNITEDHEALTH GROUP INC | $39.8M |
RTXRTX CORPORATION | $36.9M |
NVDANVIDIA CORPORATION | $35.8M |
AVGOBROADCOM INC | $34.9M |
HDHOME DEPOT INC | $32.8M |
WMTWALMART INC | $32.1M |
NVRNVR INC | $30.0M |
ASMLASML HOLDING N V | $29.7M |
CMECME GROUP INC | $29.6M |
VTIVANGUARD INDEX FDS | $28.9M |
SAPSAP SE | $28.6M |
SPSMSPDR SER TR | $26.2M |
SHWSHERWIN WILLIAMS CO | $25.8M |
DEDEERE & CO | $25.7M |
CBCHUBB LIMITED | $25.3M |
PGPROCTER AND GAMBLE CO | $22.6M |
BNBROOKFIELD CORP | $22.5M |
JNJJOHNSON & JOHNSON | $22.2M |
TXNTEXAS INSTRS INC | $21.8M |
NEENEXTERA ENERGY INC | $21.0M |
XOMEXXON MOBIL CORP | $20.9M |
CMCSACOMCAST CORP NEW | $18.1M |
NDQINVESCO QQQ TR | $17.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $15.2M |
LMBSFIRST TR EXCHANGE-TRADED FD | $14.7M |
MRKMERCK & CO INC | $14.5M |
LLYELI LILLY & CO | $13.8M |
VCSHVANGUARD SCOTTSDALE FDS | $10.2M |
SPYSPDR S&P 500 ETF TR | $9.7M |
NVONOVO-NORDISK A S | $9.5M |
VVISA INC | $8.6M |
JPMJPMORGAN CHASE & CO. | $8.2M |
VEAVANGUARD TAX-MANAGED FDS | $8.0M |
GOOGLALPHABET INC | $6.6M |
ABBVABBVIE INC | $5.0M |
LOWLOWES COS INC | $4.4M |
ARCCARES CAPITAL CORP | $3.6M |
GQ9SPDR GOLD TR | $3.4M |
WMWASTE MGMT INC DEL | $3.2M |
ACNACCENTURE PLC IRELAND | $3.1M |
COSTCOSTCO WHSL CORP NEW | $3.0M |
IEVISHARES TR | $2.9M |
ETNEATON CORP PLC | $2.9M |
WSOWATSCO INC | $2.8M |
VVVANGUARD INDEX FDS | $2.7M |
VYMVANGUARD WHITEHALL FDS | $2.6M |
UNPUNION PAC CORP | $2.3M |
MCDMCDONALDS CORP | $2.3M |
EPDENTERPRISE PRODS PARTNERS L | $2.2M |
CRCCANADIAN NAT RES LTD | $2.2M |
ATOATMOS ENERGY CORP | $2.2M |
IVVISHARES TR | $2.2M |
OWLBLUE OWL CAPITAL INC | $2.2M |
KOCOCA COLA CO | $2.1M |
OBDCBLUE OWL CAPITAL CORPORATION | $2.1M |
ADIANALOG DEVICES INC | $2.1M |
VICIVICI PPTYS INC | $2.0M |
SYYSYSCO CORP | $1.9M |
IJRISHARES TR | $1.9M |
MPLXMPLX LP | $1.9M |
SPGIS&P GLOBAL INC | $1.9M |
ABTABBOTT LABS | $1.8M |
AXPAMERICAN EXPRESS CO | $1.6M |
BMTABRITISH AMERN TOB PLC | $1.6M |
ORCLORACLE CORP | $1.5M |
DISDISNEY WALT CO | $1.4M |
SHELSHELL PLC | $1.4M |
CTVACORTEVA INC | $1.4M |
AMGNAMGEN INC | $1.4M |
TJXTJX COS INC NEW | $1.4M |
IWFISHARES TR | $1.3M |
CRMSALESFORCE INC | $1.3M |
EEMISHARES TR | $1.2M |
WFCWELLS FARGO CO NEW | $1.1M |
ETENERGY TRANSFER L P | $1.1M |
CVXCHEVRON CORP NEW | $1.1M |
PJXPETROLEO BRASILEIRO SA PETRO | $1.1M |
DDDUPONT DE NEMOURS INC | $1.1M |
SYKSTRYKER CORPORATION | $1.1M |
AERAERCAP HOLDINGS NV | $1.0M |
EQIXEQUINIX INC | $1.0M |
AMATAPPLIED MATLS INC | $1.0M |
DHID R HORTON INC | $1.0M |
IWMISHARES TR | $1.0M |
IDXXIDEXX LABS INC | $1.0M |
ETVEATON VANCE TAX-MANAGED BUY- | $994K |
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