Obermeyer Wealth Partners Q3 2023 Filing
Filed November 8, 2023
Portfolio Value
$1.3T
Holdings
214
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $92.2B |
MSFTMICROSOFT CORP | $70.2B |
GOOGALPHABET INC | $70.0B |
QUALISHARES TR | $69.6B |
AAPLAPPLE INC | $64.6B |
MAMASTERCARD INCORPORATED | $55.5B |
AONAON PLC | $54.8B |
MOATVANECK ETF TRUST | $49.0B |
MCDMCDONALDS CORP | $43.5B |
UNHUNITEDHEALTH GROUP INC | $43.4B |
SPSMSPDR SER TR | $38.9B |
UNPUNION PAC CORP | $38.7B |
ADBEADOBE INC | $38.7B |
AMZNAMAZON COM INC | $36.8B |
WMBWILLIAMS COS INC | $36.6B |
CRMSALESFORCE INC | $36.1B |
VOOVANGUARD INDEX FDS | $32.5B |
LMTLOCKHEED MARTIN CORP | $31.1B |
HDHOME DEPOT INC | $30.9B |
NVRNVR INC | $29.8B |
JNJJOHNSON & JOHNSON | $28.3B |
IGSBISHARES TR | $27.6B |
METAMETA PLATFORMS INC | $26.1B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $24.8B |
CVXCHEVRON CORP NEW | $22.8B |
CMCSACOMCAST CORP NEW | $21.7B |
PEPPEPSICO INC | $19.1B |
ORCLORACLE CORP | $18.1B |
VTIVANGUARD INDEX FDS | $16.7B |
LMBSFIRST TR EXCHANGE-TRADED FD | $16.0B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $10.1B |
NVDANVIDIA CORPORATION | $10.0B |
VCSHVANGUARD SCOTTSDALE FDS | $8.8B |
VEAVANGUARD TAX-MANAGED FDS | $6.3B |
SPYSPDR S&P 500 ETF TR | $5.8B |
NDQINVESCO QQQ TR | $5.7B |
GOOGLALPHABET INC | $4.4B |
JPMJPMORGAN CHASE & CO | $2.7B |
MINTPIMCO ETF TR | $2.7B |
VVISA INC | $2.6B |
LOWLOWES COS INC | $2.2B |
VVVANGUARD INDEX FDS | $2.1B |
PGPROCTER AND GAMBLE CO | $2.0B |
IVVISHARES TR | $2.0B |
ADIANALOG DEVICES INC | $1.9B |
IDXXIDEXX LABS INC | $1.9B |
KOCOCA COLA CO | $1.9B |
VICIVICI PPTYS INC | $1.8B |
VYMVANGUARD WHITEHALL FDS | $1.8B |
GQ9SPDR GOLD TR | $1.7B |
XOMEXXON MOBIL CORP | $1.6B |
IJRISHARES TR | $1.6B |
ABBVABBVIE INC | $1.5B |
CTVACORTEVA INC | $1.5B |
EPDENTERPRISE PRODS PARTNERS L | $1.5B |
BEPCBROOKFIELD RENEWABLE CORP | $1.5B |
ABTABBOTT LABS | $1.4B |
PFEPFIZER INC | $1.3B |
COSTCOSTCO WHSL CORP NEW | $1.2B |
MPLXMPLX LP | $1.1B |
AXPAMERICAN EXPRESS CO | $1.1B |
AVGOBROADCOM INC | $1.1B |
APDAIR PRODS & CHEMS INC | $1.1B |
AMGNAMGEN INC | $1.1B |
EEMISHARES TR | $1.0B |
TJXTJX COS INC NEW | $995.5M |
IWMISHARES TR | $985.1M |
STIPISHARES TR | $980.5M |
8CWCROWN CASTLE INC | $978.1M |
DDDUPONT DE NEMOURS INC | $967.8M |
CBCHUBB LIMITED | $931.6M |
MSIMOTOROLA SOLUTIONS INC | $923.4M |
AMATAPPLIED MATLS INC | $889.8M |
MRKMERCK & CO INC | $861.5M |
DISDISNEY WALT CO | $852.6M |
DOVDOVER CORP | $819.3M |
EQIXEQUINIX INC | $806.9M |
ARCCARES CAPITAL CORP | $805.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $803.3M |
RTXRTX CORPORATION | $802.6M |
DHID R HORTON INC | $781.0M |
ETVEATON VANCE TAX-MANAGED BUY- | $780.0M |
IWFISHARES TR | $779.4M |
NKENIKE INC | $724.6M |
NYCBEURNEW YORK CMNTY BANCORP INC | $693.1M |
MRVLMARVELL TECHNOLOGY INC | $690.1M |
ADPAUTOMATIC DATA PROCESSING IN | $689.5M |
PG4PRINCIPAL FINANCIAL GROUP IN | $685.5M |
BABOEING CO | $677.4M |
RYROYAL BK CDA | $665.5M |
CLCOLGATE PALMOLIVE CO | $658.8M |
DEDEERE & CO | $657.4M |
WECWEC ENERGY GROUP INC | $656.6M |
BACVERIZON COMMUNICATIONS INC | $656.4M |
MDLZMONDELEZ INTL INC | $644.1M |
MYFWFIRST WESTN FINL INC | $638.5M |
DOWDOW INC | $631.8M |
BMYBRISTOL-MYERS SQUIBB CO | $623.1M |
UPSUNITED PARCEL SERVICE INC | $611.9M |
LHXL3HARRIS TECHNOLOGIES INC | $609.9M |
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