Obermeyer Wealth Partners Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$1.7B

Holdings

246

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (246 positions)

#StockSharesValue% PortfolioType
1
QUALISHARES TR
645,679$110.3T6318439.83%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
246,960$100.5T5757235.43%
3
MSFTMICROSOFT CORP
221,439$99.0T5671805.55%
4
AAPLAPPLE INC
374,661$78.9T4522158.94%
5
GOOGALPHABET INC
413,689$75.9T4348380.88%
6
MOATVANECK ETF TRUST
800,520$69.3T3973264.47%
7
VOOVANGUARD INDEX FDS
123,549$61.8T3541035.10%
8
MAMASTERCARD INCORPORATED
135,007$59.6T3413174.70%
9
AMZNAMAZON COM INC
285,103$55.1T3157387.12%
10
TSMTAIWAN SEMICONDUCTOR MFG LTD
301,129$52.3T2999398.74%
11
UNHUNITEDHEALTH GROUP INC
87,745$44.7T2560766.69%
12
METAMETA PLATFORMS INC
87,581$44.2T2530676.01%
13
NVRNVR INC
4,697$35.6T2042618.38%
14
AVGOBROADCOM INC
21,643$34.7T1991306.13%
15
LMTLOCKHEED MARTIN CORP
73,000$34.1T1954067.62%
16
HDHOME DEPOT INC
98,011$33.7T1933504.17%
17
AONAON PLC
112,592$33.1T1894274.12%
18
ASMLASML HOLDING N V
32,169$32.9T1885416.81%
19
SPSMSPDR SER TR
750,676$31.2T1786577.45%
20
RTXRTX CORPORATION
288,233$28.9T1658219.11%
21
ORCLORACLE CORP
186,331$26.3T1507745.66%
22
WMTWALMART INC
380,538$25.8T1476584.72%
23
VTIVANGUARD INDEX FDS
94,991$25.4T1456229.24%
24
UNPUNION PAC CORP
109,706$24.8T1422473.67%
25
PGPROCTER AND GAMBLE CO
144,571$23.8T1366349.01%
26
IGSBISHARES TR
447,776$22.9T1314852.87%
27
JNJJOHNSON & JOHNSON
156,816$22.9T1313485.59%
28
TXNTEXAS INSTRS INC
117,505$22.9T1309936.51%
29
MRKMERCK & CO INC
183,691$22.7T1303212.28%
30
CMECME GROUP INC
115,511$22.7T1301415.25%
31
ABTABBOTT LABS
216,440$22.5T1288849.39%
32
CMCSACOMCAST CORP NEW
537,913$21.1T1207152.14%
33
CVXCHEVRON CORP NEW
126,205$19.7T1131298.59%
34
NVDANVIDIA CORPORATION
153,300$18.9T1085316.30%
35
XOMEXXON MOBIL CORP
152,312$17.5T1004826.85%
36
NDQINVESCO QQQ TR
34,262$16.4T940714.70%
37
NVONOVO-NORDISK A S
108,678$15.5T888985.43%
38
LMBSFIRST TR EXCHANGE-TRADED FD
295,876$14.2T814723.88%
39
LLYELI LILLY & CO
14,903$13.5T773261.32%
40
DEDEERE & CO
31,537$11.8T675257.49%
41
VCSHVANGUARD SCOTTSDALE FDS
101,856$7.9T451057.86%
42
TBILRBB FD INC
151,004$7.6T432852.01%
43
VEAVANGUARD TAX-MANAGED FDS
148,333$7.3T420095.03%
44
SPYSPDR S&P 500 ETF TR
12,925$7.0T403111.42%
45
JPMJPMORGAN CHASE & CO.
34,120$6.9T395484.73%
46
GOOGLALPHABET INC
36,051$6.6T376312.40%
47
VVISA INC
19,999$5.2T300812.04%
48
BRK-BBERKSHIRE HATHAWAY INC DEL
19$4.7T269530.35%
49
LOWLOWES COS INC
19,623$4.3T247914.69%
50
SCTXXSCHWAB CHARLES FAMILY FD
3,743,000$3.7T214499.92%
51
ETNEATON CORP PLC
10,685$3.4T191994.45%
52
IEVISHARES TR
60,000$3.3T188287.72%
53
ABBVABBVIE INC
18,436$3.2T181214.04%
54
ARCCARES CAPITAL CORP
150,489$3.1T179725.72%
55
OWLBLUE OWL CAPITAL INC
166,492$3.0T169355.39%
56
WMWASTE MGMT INC DEL
13,548$2.9T165640.24%
57
AVDLAVADEL PHARMACEUTICALS PLC
204,105$2.9T164454.68%
58
VVVANGUARD INDEX FDS
10,504$2.6T150259.29%
59
GQ9SPDR GOLD TR
11,645$2.5T143484.63%
60
WSOWATSCO INC
5,353$2.5T142105.42%
61
CBCHUBB LIMITED
9,670$2.5T141356.48%
62
IVVISHARES TR
4,488$2.5T140744.04%
63
CITHE CIGNA GROUP
7,026$2.3T133100.27%
64
ADIANALOG DEVICES INC
9,971$2.3T130429.53%
65
MCDMCDONALDS CORP
8,573$2.2T125197.35%
66
IRMIRON MTN INC DEL
24,069$2.2T123614.76%
67
MCHPMICROCHIP TECHNOLOGY INC.
23,428$2.1T122846.73%
68
CRCCANADIAN NAT RES LTD
59,106$2.1T120583.80%
69
COSTCOSTCO WHSL CORP NEW
2,461$2.1T119854.17%
70
VYMVANGUARD WHITEHALL FDS
17,629$2.1T119817.32%
71
KOCOCA COLA CO
32,529$2.1T118650.89%
72
ACNACCENTURE PLC IRELAND
6,560$2.0T114062.27%
73
SYYSYSCO CORP
27,030$1.9T110583.62%
74
OBDCBLUE OWL CAPITAL CORPORATION
123,158$1.9T108407.96%
75
IJRISHARES TR
16,917$1.8T103402.77%
76
VICIVICI PPTYS INC
62,546$1.8T102654.92%
77
AXPAMERICAN EXPRESS CO
7,442$1.7T98751.05%
78
AMATAPPLIED MATLS INC
7,156$1.7T96776.83%
79
IDXXIDEXX LABS INC
3,421$1.7T95500.20%
80
EPDENTERPRISE PRODS PARTNERS L
56,605$1.6T94007.07%
81
CATCATERPILLAR INC
4,747$1.6T90615.24%
82
CTVACORTEVA INC
27,270$1.5T84295.32%
83
CRMSALESFORCE INC
5,713$1.5T84168.67%
84
BEPCBROOKFIELD RENEWABLE CORP
50,132$1.4T81533.24%
85
ETVEATON VANCE TAX-MANAGED BUY-
98,312$1.3T77016.24%
86
MSIMOTOROLA SOLUTIONS INC
3,398$1.3T75175.14%
87
IWMISHARES TR
6,425$1.3T74703.51%
88
TJXTJX COS INC NEW
11,810$1.3T74514.74%
89
AMGNAMGEN INC
4,139$1.3T74109.01%
90
MPLXMPLX LP
29,681$1.3T72442.52%
91
DISDISNEY WALT CO
12,380$1.2T70440.16%
92
SHELSHELL PLC
16,822$1.2T69582.79%
93
PJXPETROLEO BRASILEIRO SA PETRO
85,593$1.2T66905.24%
94
LYBLYONDELLBASELL INDUSTRIES N
12,052$1.2T66068.84%
95
IWFISHARES TR
3,109$1.1T64943.79%
96
EEMISHARES TR
26,238$1.1T64038.28%
97
DHID R HORTON INC
7,905$1.1T63842.92%
98
DOVDOVER CORP
5,873$1.1T60732.93%
99
DDDUPONT DE NEMOURS INC
12,352$994.2B56975.26%
100
EQIXEQUINIX INC
1,253$947.9B54318.74%
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