Obermeyer Wealth Partners Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$2.0T

Holdings

277

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (277 positions)

StockValue
SRESEMPRA
$345.4M
PSXPHILLIPS 66
$344.4M
CBRECBRE GROUP INC
$340.8M
KRKROGER CO
$339.2M
AG8AGILENT TECHNOLOGIES INC
$338.7M
GWWGRAINGER W W INC
$336.3M
IGSBISHARES TR
$330.4M
GILDGILEAD SCIENCES INC
$328.7M
BDXBECTON DICKINSON & CO
$326.8M
ICEINTERCONTINENTAL EXCHANGE IN
$323.3M
TELTE CONNECTIVITY PLC
$320.1M
IBITISHARES BITCOIN TRUST ETF
$318.9M
IGIBISHARES TR
$317.6M
AWCAMERICAN WTR WKS CO INC NEW
$317.2M
NSCNORFOLK SOUTHN CORP
$310.2M
FQIDIGITAL RLTY TR INC
$309.4M
DOVDOVER CORP
$305.6M
MDTMEDTRONIC PLC
$300.6M
COPCONOCOPHILLIPS
$298.7M
PJPINVESCO EXCHANGE TRADED FD T
$295.5M
LINLINDE PLC
$295.1M
GDGENERAL DYNAMICS CORP
$294.9M
SCHCSCHWAB STRATEGIC TR
$293.8M
ESGVVANGUARD WORLD FD
$288.9M
RACEFERRARI N V
$285.1M
SCHWSCHWAB CHARLES CORP
$283.5M
BNLBROADSTONE NET LEASE INC
$282.3M
IJHISHARES TR
$281.4M
QQQMINVESCO EXCH TRADED FD TR II
$275.0M
DYHTARGET CORP
$271.3M
PGRPROGRESSIVE CORP
$270.3M
ICLNISHARES TR
$267.7M
BACBANK AMERICA CORP
$265.9M
FDXFEDEX CORP
$262.5M
VOVANGUARD INDEX FDS
$260.8M
XLGINVESCO EXCHANGE TRADED FD T
$260.4M
SLVISHARES SILVER TR
$258.8M
DONSPDR DOW JONES INDL AVERAGE
$258.7M
IXUSISHARES TR
$256.1M
QCOMQUALCOMM INC
$255.8M
PRFINVESCO EXCHANGE TRADED FD T
$255.7M
YUMYUM BRANDS INC
$253.1M
SHLDGLOBAL X FDS
$250.3M
INDYISHARES TR
$250.2M
ISRGINTUITIVE SURGICAL INC
$247.3M
BFAMBRIGHT HORIZONS FAM SOL IN D
$247.2M
DLNWISDOMTREE TR
$243.5M
IOOISHARES TR
$242.7M
SPSBSPDR SERIES TRUST
$241.0M
EFVISHARES TR
$238.7M
AZOAUTOZONE INC
$237.6M
DHRDANAHER CORPORATION
$236.3M
KMIKINDER MORGAN INC DEL
$232.3M
MRSHMARSH & MCLENNAN COS INC
$231.5M
CMICUMMINS INC
$229.3M
AMDADVANCED MICRO DEVICES INC
$228.9M
SCHBSCHWAB STRATEGIC TR
$228.8M
BLDRBUILDERS FIRSTSOURCE INC
$225.1M
KMBKIMBERLY-CLARK CORP
$223.3M
GEVGE VERNOVA INC
$222.8M
FNDFLOOR & DECOR HLDGS INC
$222.2M
IDEVISHARES TR
$218.3M
XLYSELECT SECTOR SPDR TR
$217.3M
DUKDUKE ENERGY CORP NEW
$215.2M
BAC 7.25 PERP LBANK AMERICA CORP
$208.6M
ITBISHARES TR
$205.0M
NKENIKE INC
$204.7M
WHRWHIRLPOOL CORP
$202.8M
COWZPACER FDS TR
$202.0M
IEMGISHARES INC
$201.8M
TAT&T INC
$201.0M
OGCPEMPIRE ST RLTY OP L P
$90.2M
CLFCLEVELAND-CLIFFS INC NEW
$76.0M
OPTUALTICE USA INC
$38.5M
PLUNPLUG POWER INC
$29.8M
LUCDLUCID DIAGNOSTICS INC
$14.9M
PAVMPAVMED INC
$12.9M
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