Obermeyer Wealth Partners Q4 2019 Filing

Filed February 3, 2020

Portfolio Value

$1.1T

Holdings

133

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
MAMASTERCARD INC
215,744$64.4B5.70%
2
GOOGALPHABET INC
37,038$49.5B4.38%
3
AONAON PLC
207,208$43.2B3.82%
4
MSFTMICROSOFT CORP
265,696$41.9B3.71%
5
NKENIKE INC
411,227$41.7B3.69%
6
NVDANVIDIA CORP
175,005$41.2B3.65%
7
BALLBALL CORP
634,025$41.0B3.63%
8
BACBANK AMER CORP
1,157,388$40.8B3.61%
9
DYHTARGET CORP
305,842$39.2B3.47%
10
8CWCROWN CASTLE INTL CORP NEW
275,096$39.1B3.46%
11
TROWPRICE T ROWE GROUP INC
320,550$39.1B3.46%
12
UNHUNITEDHEALTH GROUP INC
122,806$36.1B3.20%
13
GSGOLDMAN SACHS GROUP INC
151,930$34.9B3.09%
14
RHIROBERT HALF INTL INC
535,259$33.8B2.99%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
147,842$33.5B2.96%
16
BAXBAXTER INTL INC
394,961$33.0B2.92%
17
EBAEBAY INC
902,776$32.6B2.89%
18
ETNEATON CORP PLC
327,905$31.1B2.75%
19
FTDRFRONTDOOR INC
646,396$30.7B2.71%
20
3M4MASIMO CORP
191,474$30.3B2.68%
21
CERNCHFCERNER CORP
388,151$28.5B2.52%
22
EQIXEQUINIX INC
48,014$28.0B2.48%
23
FUODOLBY LABORATORIES INC
400,794$27.6B2.44%
24
ADBEADOBE INC
75,544$24.9B2.21%
25
MCDMCDONALDS CORP
124,348$24.6B2.18%
26
HLTHILTON WORLDWIDE HLDGS INC
209,895$23.3B2.06%
27
AMZNAMAZON COM INC
11,689$21.6B1.91%
28
METAFACEBOOK INC
103,322$21.2B1.88%
29
CRMSALESFORCE COM INC
127,265$20.7B1.83%
30
IGSBISHARES TR
342,228$18.4B1.62%
31
VTIVANGUARD INDEX FDS
77,070$12.6B1.12%
32
TAT&T INC
257,800$10.1B0.89%
33
BRK-BBERKSHIRE HATHAWAY INC DEL
17$5.7B0.51%
34
VEAVANGUARD TAX MANAGED INTL FD
111,291$4.9B0.43%
35
AAPLAPPLE INC
16,419$4.8B0.43%
36
STZCONSTELLATION BRANDS INC
24,472$4.6B0.41%
37
EPDENTERPRISE PRODS PARTNERS L
132,400$3.7B0.33%
38
IJRISHARES TR
41,665$3.5B0.31%
39
MPLXMPLX LP
109,144$2.8B0.25%
40
CBRECBRE GROUP INC
42,559$2.6B0.23%
41
ADIANALOG DEVICES INC
21,645$2.6B0.23%
42
JNJJOHNSON & JOHNSON
17,053$2.5B0.22%
43
BMYBRISTOL MYERS SQUIBB CO
38,200$2.5B0.22%
44
ETENERGY TRANSFER LP
175,061$2.2B0.20%
45
INTCINTEL CORP
33,565$2.0B0.18%
46
JPMJPMORGAN CHASE & CO
13,624$1.9B0.17%
47
LOWLOWES COS INC
15,370$1.8B0.16%
48
IDXXIDEXX LABS INC
7,037$1.8B0.16%
49
KOCOCA COLA CO
27,684$1.5B0.14%
50
VOOVANGUARD INDEX FDS
5,150$1.5B0.13%
51
SPYSPDR S&P 500 ETF TR
4,058$1.3B0.12%
52
DOVDOVER CORP
11,010$1.3B0.11%
53
GOOGLALPHABET INC
900$1.2B0.11%
54
XOMEXXON MOBIL CORP
16,765$1.2B0.10%
55
MYFWFIRST WESTN FINL INC
70,644$1.2B0.10%
56
WFCWELLS FARGO CO NEW
21,155$1.1B0.10%
57
PGPROCTER & GAMBLE CO
8,566$1.1B0.09%
58
IGIBISHARES TR
14,398$835.0M0.07%
59
PAAPLAINS ALL AMERN PIPELINE L
44,447$817.0M0.07%
60
DDDUPONT DE NEMOURS INC
12,288$789.0M0.07%
61
PPGPPG INDS INC
5,591$746.0M0.07%
62
MRKMERCK & CO INC
8,134$740.0M0.07%
63
ABTABBOTT LABS
8,396$729.0M0.06%
64
VBKVANGUARD INDEX FDS
3,661$727.0M0.06%
65
BABOEING CO
2,230$726.0M0.06%
66
EEMISHARES TR
15,983$717.0M0.06%
67
CVXCHEVRON CORP NEW
5,759$694.0M0.06%
68
DOWDOW INC
12,188$667.0M0.06%
69
VYMVANGUARD WHITEHALL FDS INC
7,115$667.0M0.06%
70
NSCNORFOLK SOUTHERN CORP
3,300$641.0M0.06%
71
UNPUNION PACIFIC CORP
3,535$639.0M0.06%
72
ABBVABBVIE INC
7,031$623.0M0.06%
73
KMBKIMBERLY CLARK CORP
4,390$604.0M0.05%
74
HSYHERSHEY CO
3,910$575.0M0.05%
75
COSTCOSTCO WHSL CORP NEW
1,903$559.0M0.05%
76
INCYINCYTE CORP
6,300$550.0M0.05%
77
SPIBSPDR SERIES TRUST
14,960$528.0M0.05%
78
SYKSTRYKER CORP
2,450$514.0M0.05%
79
AMGNAMGEN INC
2,024$488.0M0.04%
80
UTXZUNITED TECHNOLOGIES CORP
2,928$438.0M0.04%
81
CSCOCISCO SYS INC
9,077$435.0M0.04%
82
ETVEATON VANCE TX MNG BY WRT OP
29,028$434.0M0.04%
83
GILDGILEAD SCIENCES INC
6,439$418.0M0.04%
84
AXPAMERICAN EXPRESS CO
3,268$407.0M0.04%
85
BACVERIZON COMMUNICATIONS INC
6,584$404.0M0.04%
86
ILMNILLUMINA INC
1,212$402.0M0.04%
87
DISDISNEY WALT CO
2,765$400.0M0.04%
88
SCHDSCHWAB STRATEGIC TR
6,875$398.0M0.04%
89
PFEPFIZER INC
10,004$392.0M0.03%
90
CTVACORTEVA INC
13,246$392.0M0.03%
91
BF/BBROWN FORMAN CORP
5,625$380.0M0.03%
92
MBBISHARES TR
3,407$368.0M0.03%
93
CCLCARNIVAL CORP
7,145$363.0M0.03%
94
VOEVANGUARD INDEX FDS
3,000$358.0M0.03%
95
FISVFISERV INC
3,052$353.0M0.03%
96
VVISA INC
1,827$343.0M0.03%
97
RDS/AROYAL DUTCH SHELL PLC
5,725$338.0M0.03%
98
VCITVANGUARD SCOTTSDALE FDS
3,686$337.0M0.03%
99
ALSALLSTATE CORP
2,900$326.0M0.03%
100
TERTERADYNE INC
4,675$319.0M0.03%
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