Obermeyer Wealth Partners Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$1.4T

Holdings

208

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (208 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
291,798$79.7B5.85%
2
MSFTMICROSOFT CORP
257,385$66.1B4.85%
3
UNHUNITEDHEALTH GROUP INC
127,736$65.6B4.82%
4
GOOGALPHABET INC
29,583$64.7B4.75%
5
AONAON PLC
202,651$54.7B4.01%
6
MAMASTERCARD INCORPORATED
154,138$48.6B3.57%
7
AVTRAVANTOR INC
1,512,981$47.1B3.45%
8
MCDMCDONALDS CORP
188,216$46.5B3.41%
9
UNPUNION PAC CORP
216,080$46.1B3.38%
10
8CWCROWN CASTLE INTL CORP NEW
272,569$45.9B3.37%
11
WMBWILLIAMS COS INC
1,358,737$42.4B3.11%
12
ELLAUDER ESTEE COS INC
151,763$38.6B2.84%
13
IGSBISHARES TR
758,959$38.4B2.82%
14
EQIXEQUINIX INC
56,858$37.4B2.74%
15
LMTLOCKHEED MARTIN CORP
85,679$36.8B2.70%
16
BALLBALL CORP
534,991$36.8B2.70%
17
FRCBFIRST REP BK SAN FRANCISCO C
250,970$36.2B2.66%
18
3M4MASIMO CORP
266,704$34.9B2.56%
19
JNJJOHNSON & JOHNSON
194,517$34.5B2.53%
20
DGDOLLAR GEN CORP NEW
137,118$33.7B2.47%
21
CRMSALESFORCE INC
201,689$33.3B2.44%
22
AMZNAMAZON COM INC
309,477$32.9B2.41%
23
NKENIKE INC
313,038$32.0B2.35%
24
HDHOME DEPOT INC
116,577$32.0B2.35%
25
ADBEADOBE SYSTEMS INCORPORATED
85,752$31.4B2.30%
26
NVDANVIDIA CORPORATION
130,667$19.8B1.45%
27
METAMETA PLATFORMS INC
106,544$17.2B1.26%
28
INMDINMODE LTD
724,544$16.2B1.19%
29
LMBSFIRST TR EXCHANGE-TRADED FD
334,419$16.2B1.19%
30
VTIVANGUARD INDEX FDS
77,271$14.6B1.07%
31
VCSHVANGUARD SCOTTSDALE FDS
186,104$14.2B1.04%
32
AAPLAPPLE INC
100,980$13.8B1.01%
33
NVRNVR INC
3,392$13.6B1.00%
34
RHRH
48,535$10.3B0.76%
35
BRK-BBERKSHIRE HATHAWAY INC DEL
20$8.2B0.60%
36
VEAVANGUARD TAX-MANAGED INTL FD
152,792$6.2B0.46%
37
GOOGLALPHABET INC
2,227$4.9B0.36%
38
VOOVANGUARD INDEX FDS
10,049$3.5B0.26%
39
BEPCBROOKFIELD RENEWABLE CORP
75,693$2.7B0.20%
40
VVISA INC
13,152$2.6B0.19%
41
KOCOCA COLA CO
39,318$2.5B0.18%
42
PGPROCTER AND GAMBLE CO
15,366$2.2B0.16%
43
NDQINVESCO QQQ TR
7,873$2.2B0.16%
44
ADIANALOG DEVICES INC
15,057$2.2B0.16%
45
JPMJPMORGAN CHASE & CO
19,281$2.2B0.16%
46
SPYSPDR S&P 500 ETF TR
5,593$2.1B0.15%
47
IDXXIDEXX LABS INC
5,586$2.0B0.14%
48
XOMEXXON MOBIL CORP
22,476$1.9B0.14%
49
PFEPFIZER INC
36,347$1.9B0.14%
50
ABBVABBVIE INC
11,919$1.8B0.13%
51
BACVERIZON COMMUNICATIONS INC
35,654$1.8B0.13%
52
CTVACORTEVA INC
33,202$1.8B0.13%
53
VICIVICI PPTYS INC
57,522$1.7B0.13%
54
VYMVANGUARD WHITEHALL FDS
16,771$1.7B0.13%
55
ABTABBOTT LABS
15,361$1.7B0.12%
56
IJRISHARES TR
16,580$1.5B0.11%
57
PEPPEPSICO INC
9,009$1.5B0.11%
58
IVVISHARES TR
3,953$1.5B0.11%
59
EPDENTERPRISE PRODS PARTNERS L
60,154$1.5B0.11%
60
MYFWFIRST WESTN FINL INC
52,822$1.4B0.11%
61
GQ9SPDR GOLD TR
7,768$1.3B0.10%
62
LOWLOWES COS INC
7,122$1.2B0.09%
63
COSTCOSTCO WHSL CORP NEW
2,539$1.2B0.09%
64
CLCOLGATE PALMOLIVE CO
14,220$1.1B0.08%
65
AXPAMERICAN EXPRESS CO
8,213$1.1B0.08%
66
DISDISNEY WALT CO
11,713$1.1B0.08%
67
EEMISHARES TR
25,704$1.0B0.08%
68
MPLXMPLX LP
35,120$1.0B0.08%
69
HSYHERSHEY CO
4,705$1.0B0.07%
70
APDAIR PRODS & CHEMS INC
4,150$998.0M0.07%
71
BMYBRISTOL-MYERS SQUIBB CO
12,609$971.0M0.07%
72
RTXRAYTHEON TECHNOLOGIES CORP
10,082$969.0M0.07%
73
CBCHUBB LIMITED
4,500$885.0M0.06%
74
MRKMERCK & CO INC
9,635$878.0M0.06%
75
EMREMERSON ELEC CO
10,453$831.0M0.06%
76
DDDUPONT DE NEMOURS INC
14,827$824.0M0.06%
77
WECWEC ENERGY GROUP INC
8,151$820.0M0.06%
78
MMM3M CO
6,185$800.0M0.06%
79
IWMISHARES TR
4,453$754.0M0.06%
80
TMOTHERMO FISHER SCIENTIFIC INC
1,376$748.0M0.05%
81
RYROYAL BK CDA
7,611$737.0M0.05%
82
DOWDOW INC
14,012$723.0M0.05%
83
MSIMOTOROLA SOLUTIONS INC
3,392$711.0M0.05%
84
AMGNAMGEN INC
2,921$711.0M0.05%
85
VBKVANGUARD INDEX FDS
3,600$709.0M0.05%
86
UPSUNITED PARCEL SERVICE INC
3,791$692.0M0.05%
87
MDLZMONDELEZ INTL INC
10,929$679.0M0.05%
88
ADPAUTOMATIC DATA PROCESSING IN
3,197$671.0M0.05%
89
LHXL3HARRIS TECHNOLOGIES INC
2,754$666.0M0.05%
90
AVGOBROADCOM INC
1,347$654.0M0.05%
91
DOVDOVER CORP
5,323$646.0M0.05%
92
CNCCENTENE CORP DEL
7,581$641.0M0.05%
93
SRESEMPRA
4,252$639.0M0.05%
94
ETVEATON VANCE TAX-MANAGED BUY-
47,036$635.0M0.05%
95
CVXCHEVRON CORP NEW
4,341$629.0M0.05%
96
PG4PRINCIPAL FINANCIAL GROUP IN
9,168$612.0M0.04%
97
TJXTJX COS INC NEW
10,935$611.0M0.04%
98
AMATAPPLIED MATLS INC
6,522$593.0M0.04%
99
MDTMEDTRONIC PLC
6,581$591.0M0.04%
100
ETENERGY TRANSFER L P
57,990$579.0M0.04%
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