Obermeyer Wealth Partners Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$1.4B

Holdings

214

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
267,271$91.1T6552422.31%
2
MSFTMICROSOFT CORP
225,992$77.0T5532953.71%
3
AAPLAPPLE INC
382,632$74.2T5335949.69%
4
GOOGALPHABET INC
534,788$64.7T4651092.69%
5
AONAON PLC
172,654$59.6T4284934.58%
6
MAMASTERCARD INCORPORATED
143,312$56.4T4052319.35%
7
QUALISHARES TR
389,788$52.6T3779543.14%
8
MCDMCDONALDS CORP
168,134$50.2T3607151.20%
9
MOATVANECK ETF TRUST
574,327$45.8T3294605.04%
10
UNHUNITEDHEALTH GROUP INC
86,621$41.6T2993227.47%
11
UNPUNION PAC CORP
192,294$39.3T2828845.87%
12
SPSMSPDR SER TR
1,011,092$39.3T2823355.43%
13
CRMSALESFORCE INC
180,560$38.1T2742423.29%
14
ADBEADOBE SYSTEMS INCORPORATED
77,034$37.7T2708183.54%
15
AMZNAMAZON COM INC
288,763$37.6T2706335.06%
16
WMBWILLIAMS COS INC
1,125,129$36.7T2639459.80%
17
LMTLOCKHEED MARTIN CORP
78,189$36.0T2587956.95%
18
HDHOME DEPOT INC
103,395$32.1T2309143.18%
19
NVRNVR INC
5,021$31.9T2292461.29%
20
VOOVANGUARD INDEX FDS
74,344$30.3T2176880.89%
21
JNJJOHNSON & JOHNSON
182,865$30.3T2176084.08%
22
IGSBISHARES TR
576,530$28.9T2079514.67%
23
TSMTAIWAN SEMICONDUCTOR MFG LTD
281,462$28.4T2042175.61%
24
3M4MASIMO CORP
151,848$25.0T1796398.23%
25
METAMETA PLATFORMS INC
86,128$24.7T1777017.27%
26
CVXCHEVRON CORP NEW
134,868$21.2T1525704.44%
27
PEPPEPSICO INC
109,965$20.4T1464326.81%
28
CMCSACOMCAST CORP NEW
476,646$19.8T1423844.75%
29
ORCLORACLE CORP
166,264$19.8T1423538.40%
30
VTIVANGUARD INDEX FDS
76,565$16.9T1212554.79%
31
LMBSFIRST TR EXCHANGE-TRADED FD
338,815$16.2T1161190.41%
32
BRK-BBERKSHIRE HATHAWAY INC DEL
20$10.4T744553.81%
33
NVDANVIDIA CORPORATION
29,403$10.3T739177.11%Put
34
VCSHVANGUARD SCOTTSDALE FDS
120,331$9.1T654543.98%
35
VEAVANGUARD TAX-MANAGED FDS
142,043$6.6T471595.63%
36
SPYSPDR S&P 500 ETF TR
13,165$5.8T419572.70%
37
NDQINVESCO QQQ TR
13,556$4.4T319738.71%Call
38
GOOGLALPHABET INC
33,766$4.0T290582.47%
39
ADIANALOG DEVICES INC
14,663$2.9T205366.56%
40
JPMJPMORGAN CHASE & CO
18,526$2.7T193714.05%
41
MINTPIMCO ETF TR
26,731$2.7T191719.98%
42
VVISA INC
10,594$2.5T180878.80%
43
LOWLOWES COS INC
10,159$2.3T164845.89%
44
IDXXIDEXX LABS INC
4,478$2.2T161689.72%
45
BEPCBROOKFIELD RENEWABLE CORP
68,356$2.2T154902.52%
46
VVVANGUARD INDEX FDS
10,504$2.1T153090.06%
47
PGPROCTER AND GAMBLE CO
13,438$2.0T146598.78%
48
VICIVICI PPTYS INC
63,953$2.0T144511.03%
49
IVVISHARES TR
4,463$2.0T143012.83%
50
KOCOCA COLA CO
32,531$2.0T140842.55%
51
GQ9SPDR GOLD TR
10,751$1.9T137791.63%
52
VYMVANGUARD WHITEHALL FDS
16,965$1.8T129372.57%
53
IJRISHARES TR
16,966$1.7T121549.30%
54
CTVACORTEVA INC
29,431$1.7T121242.60%
55
ABTABBOTT LABS
14,385$1.6T112748.76%
56
8CWCROWN CASTLE INC
12,750$1.5T104440.06%
57
XOMEXXON MOBIL CORP
13,526$1.5T104294.76%
58
EPDENTERPRISE PRODS PARTNERS L
54,684$1.4T103594.44%
59
PFEPFIZER INC
39,017$1.4T102891.38%
60
ABBVABBVIE INC
9,921$1.3T96098.21%
61
NKENIKE INC
11,578$1.3T91872.04%
62
AXPAMERICAN EXPRESS CO
7,240$1.3T90673.92%
63
COSTCOSTCO WHSL CORP NEW
2,293$1.2T88754.12%
64
APDAIR PRODS & CHEMS INC
3,716$1.1T80022.39%
65
AVGOBROADCOM INC
1,242$1.1T77455.39%
66
RTXRAYTHEON TECHNOLOGIES CORP
10,911$1.1T76843.86%
67
MPLXMPLX LP
31,222$1.1T76184.80%
68
EEMISHARES TR
26,360$1.0T74970.65%
69
MRKMERCK & CO INC
8,693$1.0T72116.29%
70
STIPISHARES TR
10,193$994.8B71523.31%
71
MSIMOTOROLA SOLUTIONS INC
3,392$994.8B71521.08%
72
DISDISNEY WALT CO
10,808$964.9B69373.73%
73
BACVERIZON COMMUNICATIONS INC
25,592$951.8B68426.74%
74
TJXTJX COS INC NEW
11,186$948.5B68189.13%
75
AMATAPPLIED MATLS INC
6,378$921.9B66277.81%
76
CLCOLGATE PALMOLIVE CO
11,527$888.0B63845.19%
77
DHID R HORTON INC
7,267$884.3B63577.82%
78
EQIXEQUINIX INC
1,111$871.0B62617.02%
79
DDDUPONT DE NEMOURS INC
12,083$863.2B62060.05%
80
CBCHUBB LIMITED
4,475$861.7B61951.92%
81
IWMISHARES TR
4,538$849.8B61098.17%
82
TMOTHERMO FISHER SCIENTIFIC INC
1,587$828.0B59529.87%
83
IWFISHARES TR
2,980$820.0B58956.08%
84
ETVEATON VANCE TAX-MANAGED BUY-
62,497$798.7B57423.00%
85
DOVDOVER CORP
5,373$793.3B57035.56%
86
MRVLMARVELL TECHNOLOGY INC
12,749$762.1B54793.31%
87
ADPAUTOMATIC DATA PROCESSING IN
3,423$752.3B54089.18%
88
BABOEING CO
3,532$745.8B53620.14%
89
RYROYAL BK CDA
7,611$726.9B52262.05%
90
ARCCARES CAPITAL CORP
38,664$726.5B52230.49%
91
PG4PRINCIPAL FINANCIAL GROUP IN
9,511$721.3B51858.51%
92
WECWEC ENERGY GROUP INC
8,151$719.2B51709.69%
93
MDLZMONDELEZ INTL INC
9,852$718.6B51663.75%
94
DEDEERE & CO
1,742$705.8B50746.09%
95
NYCBEURNEW YORK CMNTY BANCORP INC
61,121$687.0B49391.52%
96
LHXL3HARRIS TECHNOLOGIES INC
3,503$685.8B49303.95%
97
SRESEMPRA
4,604$670.3B48190.60%
98
BMYBRISTOL-MYERS SQUIBB CO
10,351$661.9B47589.92%
99
MYFWFIRST WESTN FINL INC
35,180$654.3B47044.02%
100
UPSUNITED PARCEL SERVICE INC
3,605$646.2B46457.94%
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