Obermeyer Wealth Partners Q4 2020 Filing

Filed February 3, 2021

Portfolio Value

$1.5T

Holdings

162

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (162 positions)

#StockSharesValue% PortfolioType
1
MAMASTERCARD INCORPORATED
168,528$60.2B3.99%
2
GOOGALPHABET INC
34,141$59.8B3.97%
3
NVDANVIDIA CORPORATION
109,521$57.2B3.80%
4
MSFTMICROSOFT CORP
255,872$56.9B3.78%
5
FUODOLBY LABORATORIES INC
576,564$56.0B3.72%
6
3M4MASIMO CORP
190,087$51.0B3.39%
7
GPNGLOBAL PMTS INC
222,051$47.8B3.18%
8
BALLBALL CORP
504,191$47.0B3.12%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
197,945$45.9B3.05%
10
FTDRFRONTDOOR INC
909,874$45.7B3.03%
11
AMZNAMAZON COM INC
13,585$44.2B2.94%
12
UNHUNITEDHEALTH GROUP INC
125,049$43.9B2.91%
13
BFAMBRIGHT HORIZONS FAM SOL IN D
253,044$43.8B2.91%
14
AONAON PLC
206,295$43.6B2.89%
15
8CWCROWN CASTLE INTL CORP NEW
270,360$43.0B2.86%
16
AVTRAVANTOR INC
1,524,722$42.9B2.85%
17
PYPLPAYPAL HLDGS INC
182,713$42.8B2.84%
18
CRMSALESFORCE COM INC
187,998$41.8B2.78%
19
LUVSOUTHWEST AIRLS CO
878,610$41.0B2.72%
20
IGSBISHARES TR
739,303$40.8B2.71%
21
GSGOLDMAN SACHS GROUP INC
153,851$40.6B2.69%
22
ADBEADOBE SYSTEMS INCORPORATED
79,995$40.0B2.66%
23
MCDMCDONALDS CORP
172,555$37.0B2.46%
24
EQIXEQUINIX INC
51,768$37.0B2.45%
25
RHIROBERT HALF INTL INC
566,625$35.4B2.35%
26
BAXBAXTER INTL INC
437,245$35.1B2.33%
27
NKENIKE INC
210,696$29.8B1.98%
28
METAFACEBOOK INC
105,227$28.7B1.91%
29
BACBK OF AMERICA CORP
920,277$27.9B1.85%
30
EBAEBAY INC.
471,958$23.7B1.57%
31
SYKSTRYKER CORPORATION
88,432$21.7B1.44%
32
ISHARES TR
781,913$19.5B1.29%
33
DOCUDOCUSIGN INC
76,051$16.9B1.12%
34
VTIVANGUARD INDEX FDS
78,779$15.3B1.02%
35
JDJD.COM INC
166,741$14.7B0.97%
36
TECHBIO-TECHNE CORP
40,108$12.7B0.85%
37
AAPLAPPLE INC
93,270$12.4B0.82%
38
BABAALIBABA GROUP HLDG LTD
43,897$10.2B0.68%
39
BRK-BBERKSHIRE HATHAWAY INC DEL
24$8.3B0.55%
40
VEAVANGUARD TAX-MANAGED INTL FD
142,120$6.7B0.45%
41
IDXXIDEXX LABS INC
6,151$3.1B0.20%
42
ADIANALOG DEVICES INC
20,733$3.1B0.20%
43
GOOGLALPHABET INC
1,579$2.8B0.18%
44
VVISA INC
12,433$2.7B0.18%
45
JNJJOHNSON & JOHNSON
17,145$2.7B0.18%
46
LOWLOWES COS INC
14,111$2.3B0.15%
47
MYFWFIRST WESTN FINL INC
92,551$1.8B0.12%
48
EPDENTERPRISE PRODS PARTNERS L
89,965$1.8B0.12%
49
VOOVANGUARD INDEX FDS
5,125$1.8B0.12%
50
KOCOCA COLA CO
31,157$1.7B0.11%
51
UNPUNION PAC CORP
8,121$1.7B0.11%
52
BMYBRISTOL-MYERS SQUIBB CO
25,718$1.6B0.11%
53
PGPROCTER AND GAMBLE CO
10,802$1.5B0.10%
54
TSLATESLA INC
2,036$1.4B0.10%
55
DDDUPONT DE NEMOURS INC
19,543$1.4B0.09%
56
SPYSPDR S&P 500 ETF TR
3,695$1.4B0.09%
57
JPMJPMORGAN CHASE & CO
10,775$1.4B0.09%
58
INTCINTEL CORP
24,896$1.2B0.08%
59
MPLXMPLX LP
57,049$1.2B0.08%
60
IJRISHARES TR
13,339$1.2B0.08%
61
DOWDOW INC
19,370$1.1B0.07%
62
VBKVANGUARD INDEX FDS
3,661$980.0M0.07%
63
EEMISHARES TR
18,526$957.0M0.06%
64
ABTABBOTT LABS
8,210$899.0M0.06%
65
IGIBISHARES TR
14,398$890.0M0.06%
66
NSCNORFOLK SOUTHN CORP
3,624$861.0M0.06%
67
CTVACORTEVA INC
20,946$811.0M0.05%
68
PFEPFIZER INC
20,469$753.0M0.05%
69
HSYHERSHEY CO
4,740$722.0M0.05%
70
VYMVANGUARD WHITEHALL FDS
7,857$719.0M0.05%
71
ABBVABBVIE INC
6,711$719.0M0.05%
72
DOVDOVER CORP
5,597$707.0M0.05%
73
COSTCOSTCO WHSL CORP NEW
1,788$674.0M0.04%
74
BACVERIZON COMMUNICATIONS INC
10,744$631.0M0.04%
75
SHYISHARES TR
7,243$626.0M0.04%
76
MRKMERCK & CO. INC
7,615$623.0M0.04%
77
EMREMERSON ELEC CO
7,032$565.0M0.04%
78
DISDISNEY WALT CO
3,110$563.0M0.04%
79
SPIBSPDR SER TR
14,960$556.0M0.04%
80
INCYINCYTE CORP
6,336$551.0M0.04%
81
ETENERGY TRANSFER LP
89,100$551.0M0.04%
82
DYHTARGET CORP
3,053$539.0M0.04%
83
PEPPEPSICO INC
3,622$537.0M0.04%
84
KMBKIMBERLY-CLARK CORP
3,975$536.0M0.04%
85
ETVEATON VANCE TAX-MANAGED BUY-
34,622$531.0M0.04%
86
IAUISHARES TR
20,000$511.0M0.03%
87
SHOPSHOPIFY INC
450$509.0M0.03%
88
RTXRAYTHEON TECHNOLOGIES CORP
7,073$506.0M0.03%
89
BABOEING CO
2,316$496.0M0.03%
90
PPGPPG INDS INC
3,411$492.0M0.03%
91
FXEINVESCO CURRENCYSHARES EURO
4,260$489.0M0.03%
92
LMTLOCKHEED MARTIN CORP
1,376$488.0M0.03%
93
BPBP PLC
23,246$477.0M0.03%
94
APDAIR PRODS & CHEMS INC
1,718$469.0M0.03%
95
GQ9SPDR GOLD TR
2,604$464.0M0.03%
96
BF/BBROWN FORMAN CORP
5,625$447.0M0.03%
97
STZCONSTELLATION BRANDS INC
1,955$428.0M0.03%
98
WFCWELLS FARGO CO NEW
13,603$411.0M0.03%
99
IAUUSDISHARES GOLD TRUST
21,250$385.0M0.03%
100
ETNEATON CORP PLC
3,201$385.0M0.03%
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