Obermeyer Asset Management
Latest statistics and disclosures from Obermeyer Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, QUAL, GOOG, VOO, AAPL, and represent 23.13% of Obermeyer Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$16M), UPS (+$13M), VGLT (+$13M), TBIL (+$8.7M), JAAA, ARCC, QQQ, URTH, VTI, GOOG.
- Started 25 new stock positions in UBER, PLTR, EVLN, MSDL, GM, FNV, C, VLO, MTH, MBB.
- Reduced shares in these 10 stocks: BRK.B (-$33M), PG (-$18M), MOAT (-$10M), VCSH (-$9.3M), CMCSA, SPY, ACN, MSFT, SPGI, MA.
- Sold out of its positions in ATUS, CL, DUK, GEV, XLG, IDEV, SCHX, WHR.
- Obermeyer Wealth Partners was a net seller of stock by $-12M.
- Obermeyer Wealth Partners has $2.1B in assets under management (AUM), dropping by 6.09%.
- Central Index Key (CIK): 0001349654
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Portfolio Holdings for Obermeyer Wealth Partners
Obermeyer Wealth Partners holds 294 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.1 | $109M | 210k | 517.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.0 | $108M | 554k | 194.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $98M | 402k | 243.55 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $93M | 151k | 612.38 |
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| Apple (AAPL) | 4.1 | $87M | 340k | 254.63 |
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| NVIDIA Corporation (NVDA) | 3.9 | $84M | +24% | 451k | 186.58 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $75M | 268k | 279.29 |
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| Amazon (AMZN) | 3.3 | $70M | 320k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $69M | -32% | 138k | 502.74 |
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| Mastercard Incorporated Cl A (MA) | 3.2 | $69M | 121k | 568.81 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.2 | $68M | +7% | 1.3M | 50.78 |
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| Broadcom (AVGO) | 3.1 | $67M | 202k | 329.91 |
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| Ishares Msci World Etf (URTH) | 3.0 | $64M | +2% | 352k | 181.56 |
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| Meta Platforms Cl A (META) | 2.7 | $58M | 79k | 734.38 |
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| RBB Us Treas 3 Mnth (TBIL) | 2.7 | $57M | +17% | 1.1M | 50.00 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $46M | 273k | 167.33 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.0 | $43M | 44k | 968.08 |
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| UnitedHealth (UNH) | 1.8 | $39M | 114k | 345.30 |
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| Wal-Mart Stores (WMT) | 1.7 | $37M | 359k | 103.06 |
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| Home Depot (HD) | 1.7 | $36M | 89k | 405.19 |
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| Aon Shs Cl A (AON) | 1.7 | $36M | 101k | 356.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $35M | +2% | 107k | 328.17 |
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| NVR (NVR) | 1.5 | $33M | 4.1k | 8034.66 |
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| Cme (CME) | 1.4 | $30M | 110k | 270.19 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.4 | $30M | 433k | 68.58 |
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| Sap Se Spon Adr (SAP) | 1.3 | $29M | 108k | 267.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $28M | +11% | 46k | 600.37 |
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| Sherwin-Williams Company (SHW) | 1.2 | $25M | 73k | 346.26 |
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| Deere & Company (DE) | 1.2 | $25M | 54k | 457.26 |
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| Chubb (CB) | 1.1 | $23M | 82k | 282.25 |
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| Nextera Energy (NEE) | 1.0 | $22M | 296k | 75.49 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $22M | 121k | 183.73 |
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| Novo-nordisk A S Adr (NVO) | 1.0 | $22M | 393k | 55.49 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $19M | 172k | 112.75 |
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| Zoetis Cl A (ZTS) | 0.9 | $18M | -2% | 126k | 146.32 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $16M | -39% | 162k | 99.11 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $15M | +2% | 306k | 49.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $13M | -14% | 20k | 666.19 |
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| United Parcel Service CL B (UPS) | 0.6 | $13M | NEW | 155k | 83.53 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.6 | $13M | NEW | 221k | 56.86 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $12M | -17% | 394k | 31.42 |
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| Eli Lilly & Co. (LLY) | 0.6 | $12M | -5% | 15k | 762.98 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $11M | 15.00 | 754200.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $11M | +5% | 181k | 59.92 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $11M | -2% | 33k | 315.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.1M | +3% | 37k | 243.10 |
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| Visa Com Cl A (V) | 0.4 | $8.4M | 25k | 341.38 |
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| Ares Capital Corporation (ARCC) | 0.4 | $7.6M | +117% | 370k | 20.41 |
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| Us Bancorp Del Com New (USB) | 0.3 | $5.7M | -2% | 118k | 48.33 |
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| Lowe's Companies (LOW) | 0.3 | $5.5M | +18% | 22k | 251.31 |
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| Motorola Solutions Com New (MSI) | 0.2 | $4.4M | +19% | 9.7k | 457.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.3M | -8% | 12k | 355.47 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $4.2M | -12% | 91k | 46.32 |
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| Eaton Corp SHS (ETN) | 0.2 | $3.7M | +4% | 10k | 374.25 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $3.3M | 50k | 65.48 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $3.2M | 11k | 307.86 |
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| Waste Management (WM) | 0.1 | $3.0M | +5% | 14k | 220.83 |
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| Atmos Energy Corporation (ATO) | 0.1 | $3.0M | +6% | 18k | 170.75 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.0M | 3.2k | 925.50 |
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| Oracle Corporation (ORCL) | 0.1 | $2.9M | -4% | 10k | 281.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.7M | +3% | 5.8k | 468.41 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.6M | 19k | 140.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | -10% | 3.9k | 669.32 |
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| Shell Spon Ads (SHEL) | 0.1 | $2.5M | 35k | 71.53 |
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| Abbvie (ABBV) | 0.1 | $2.4M | -11% | 11k | 231.54 |
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| Analog Devices (ADI) | 0.1 | $2.4M | 9.9k | 245.70 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.4M | -18% | 13k | 185.42 |
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| Canadian Natural Resources (CNQ) | 0.1 | $2.4M | +3% | 74k | 31.96 |
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| Corteva (CTVA) | 0.1 | $2.3M | 34k | 67.63 |
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| Watsco, Incorporated (WSO) | 0.1 | $2.3M | +3% | 5.7k | 404.30 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $2.2M | +6% | 175k | 12.77 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.2M | -4% | 9.1k | 236.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.1M | 18k | 118.83 |
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| American Express Company (AXP) | 0.1 | $2.1M | 6.2k | 332.14 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.0M | 38k | 53.08 |
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| Vici Pptys (VICI) | 0.1 | $2.0M | 61k | 32.61 |
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| Coca-Cola Company (KO) | 0.1 | $2.0M | 30k | 66.32 |
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| Dupont De Nemours (DD) | 0.1 | $2.0M | 25k | 77.90 |
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| Procter & Gamble Company (PG) | 0.1 | $2.0M | -90% | 13k | 153.65 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $2.0M | +6% | 115k | 16.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.8M | +64% | 3.8k | 479.61 |
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| Abbott Laboratories (ABT) | 0.1 | $1.8M | -6% | 13k | 133.94 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.7M | +44% | 2.8k | 596.06 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.7M | 34k | 49.95 |
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| TJX Companies (TJX) | 0.1 | $1.7M | 12k | 144.54 |
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| McDonald's Corporation (MCD) | 0.1 | $1.6M | -28% | 5.2k | 303.89 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | -8% | 13k | 114.50 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | 28k | 53.40 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.4M | 2.3k | 638.89 |
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| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.1 | $1.4M | +6% | 118k | 11.82 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.4M | +19% | 7.3k | 186.49 |
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| D.R. Horton (DHI) | 0.1 | $1.4M | 8.0k | 169.47 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.3M | 43k | 31.27 |
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| Applied Materials (AMAT) | 0.1 | $1.3M | 6.2k | 204.74 |
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| Amgen (AMGN) | 0.1 | $1.2M | -5% | 4.4k | 282.19 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $1.2M | 10k | 121.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.0k | 241.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | 6.1k | 189.70 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $1.1M | 80k | 14.25 |
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| Rbc Cad (RY) | 0.1 | $1.1M | 7.6k | 147.32 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.1M | 29k | 38.57 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | 13k | 83.82 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | +113% | 15k | 72.77 |
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| Stryker Corporation (SYK) | 0.1 | $1.1M | 2.9k | 369.67 |
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| Emerson Electric (EMR) | 0.0 | $1.0M | -11% | 7.9k | 131.18 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $1.0M | -3% | 59k | 17.16 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | 10k | 96.55 |
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| Tesla Motors (TSLA) | 0.0 | $1000k | +23% | 2.2k | 444.62 |
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| Caterpillar (CAT) | 0.0 | $987k | 2.1k | 477.15 |
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| International Business Machines (IBM) | 0.0 | $981k | +5% | 3.5k | 282.16 |
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| Equinix (EQIX) | 0.0 | $976k | 1.2k | 783.24 |
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| salesforce (CRM) | 0.0 | $962k | -18% | 4.1k | 237.00 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $946k | -90% | 12k | 79.93 |
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| Corning Incorporated (GLW) | 0.0 | $939k | 11k | 82.03 |
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| Wec Energy Group (WEC) | 0.0 | $936k | 8.2k | 114.59 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $935k | 6.3k | 148.61 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $911k | 19k | 48.30 |
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| Blackrock (BLK) | 0.0 | $911k | 781.00 | 1165.87 |
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| Netflix (NFLX) | 0.0 | $905k | 755.00 | 1198.92 |
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| Palo Alto Networks (PANW) | 0.0 | $881k | 4.3k | 203.62 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $880k | +18% | 16k | 54.18 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $875k | 3.1k | 281.86 |
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| Honeywell International (HON) | 0.0 | $844k | 4.0k | 210.50 |
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| AmerisourceBergen (COR) | 0.0 | $844k | 2.7k | 312.53 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.0 | $840k | 20k | 42.36 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $839k | +66% | 10k | 82.96 |
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| Marvell Technology (MRVL) | 0.0 | $835k | 9.9k | 84.07 |
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| Chevron Corporation (CVX) | 0.0 | $826k | -10% | 5.3k | 155.29 |
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| Air Products & Chemicals (APD) | 0.0 | $817k | 3.0k | 272.72 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $815k | 7.4k | 110.66 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $771k | +54% | 8.0k | 96.46 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $763k | +104% | 3.5k | 215.77 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $755k | 6.6k | 113.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $753k | -72% | 3.1k | 246.58 |
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| Merck & Co (MRK) | 0.0 | $741k | -10% | 8.8k | 83.93 |
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| Kkr & Co (KKR) | 0.0 | $741k | 5.7k | 129.95 |
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| S&p Global (SPGI) | 0.0 | $732k | -60% | 1.5k | 486.71 |
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| Pepsi (PEP) | 0.0 | $732k | 5.2k | 140.44 |
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| Nextnav Common Stock (NN) | 0.0 | $697k | 49k | 14.30 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $646k | 2.4k | 271.12 |
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| Pfizer (PFE) | 0.0 | $641k | -14% | 25k | 25.48 |
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| Verizon Communications (VZ) | 0.0 | $635k | +2% | 15k | 43.95 |
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| Apollo Global Mgmt (APO) | 0.0 | $633k | 4.8k | 133.27 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $627k | 1.7k | 365.48 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $604k | 3.0k | 203.59 |
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| Philip Morris International (PM) | 0.0 | $589k | 3.6k | 162.20 |
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| Cisco Systems (CSCO) | 0.0 | $588k | -16% | 8.6k | 68.42 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $587k | +2% | 2.3k | 254.28 |
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| Servicenow (NOW) | 0.0 | $585k | +3% | 636.00 | 920.28 |
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| Welltower Inc Com reit (WELL) | 0.0 | $582k | 3.3k | 178.14 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $577k | 8.4k | 68.96 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $565k | 45k | 12.66 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $563k | 19k | 29.11 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $563k | +53% | 4.7k | 119.51 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $552k | +3% | 5.2k | 106.49 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $548k | 1.1k | 485.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $547k | 8.8k | 62.47 |
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| Dow (DOW) | 0.0 | $546k | 24k | 22.93 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $546k | 1.8k | 309.74 |
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| Ge Aerospace Com New (GE) | 0.0 | $541k | -28% | 1.8k | 300.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $534k | 20k | 27.30 |
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| Principal Financial (PFG) | 0.0 | $526k | 6.3k | 82.91 |
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| Williams Companies (WMB) | 0.0 | $524k | 8.3k | 63.35 |
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| Green Brick Partners (GRBK) | 0.0 | $515k | 7.0k | 73.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $512k | 16k | 31.91 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $511k | +2% | 3.0k | 170.83 |
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| Intuit (INTU) | 0.0 | $510k | +3% | 747.00 | 682.91 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $510k | 1.5k | 346.99 |
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| Morgan Stanley Com New (MS) | 0.0 | $509k | +27% | 3.2k | 158.96 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $507k | 15k | 33.89 |
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| Altria (MO) | 0.0 | $505k | +9% | 7.6k | 66.06 |
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| Hershey Company (HSY) | 0.0 | $500k | 2.7k | 187.05 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $497k | -4% | 5.6k | 89.34 |
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| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 0.0 | $497k | NEW | 10k | 49.67 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $473k | -6% | 4.6k | 103.36 |
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| Goldman Sachs (GS) | 0.0 | $468k | +2% | 588.00 | 796.35 |
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| Builders FirstSource (BLDR) | 0.0 | $467k | +99% | 3.9k | 121.25 |
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| Allstate Corporation (ALL) | 0.0 | $466k | -30% | 2.2k | 214.65 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $462k | +54% | 1.9k | 247.12 |
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| Five Below (FIVE) | 0.0 | $458k | -2% | 3.0k | 154.70 |
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| Bristol Myers Squibb (BMY) | 0.0 | $455k | -19% | 10k | 45.10 |
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| T. Rowe Price (TROW) | 0.0 | $444k | 4.3k | 102.64 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $443k | -10% | 1.3k | 352.75 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $443k | 1.9k | 234.96 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $437k | NEW | 43k | 10.17 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $437k | -9% | 875.00 | 499.29 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $437k | 6.4k | 68.66 |
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| Cigna Corp (CI) | 0.0 | $432k | -2% | 1.5k | 288.25 |
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| Phillips 66 (PSX) | 0.0 | $426k | +8% | 3.1k | 136.02 |
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| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.0 | $418k | NEW | 26k | 16.08 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $418k | +16% | 5.0k | 84.11 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $417k | 1.9k | 219.53 |
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| Boeing Company (BA) | 0.0 | $416k | 1.9k | 215.83 |
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| Xcel Energy (XEL) | 0.0 | $416k | 5.2k | 80.65 |
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| Quanta Services (PWR) | 0.0 | $409k | +4% | 987.00 | 414.42 |
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 0.0 | $407k | NEW | 30k | 13.80 |
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| Paccar (PCAR) | 0.0 | $400k | 4.1k | 98.32 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $398k | 2.8k | 142.10 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $392k | +2% | 2.5k | 159.89 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $392k | 4.5k | 87.31 |
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| Cbre Group Cl A (CBRE) | 0.0 | $389k | 2.5k | 157.56 |
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| Synopsys (SNPS) | 0.0 | $379k | +3% | 768.00 | 493.39 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $368k | 2.9k | 128.35 |
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| Automatic Data Processing (ADP) | 0.0 | $367k | -55% | 1.3k | 293.55 |
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| Norfolk Southern (NSC) | 0.0 | $364k | 1.2k | 300.41 |
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| Docusign (DOCU) | 0.0 | $361k | 5.0k | 72.09 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $360k | NEW | 4.8k | 74.37 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $357k | 2.6k | 140.05 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $355k | 1.9k | 187.17 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $352k | 4.7k | 74.49 |
|
|
| Medtronic SHS (MDT) | 0.0 | $352k | +7% | 3.7k | 95.24 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $350k | +27% | 7.7k | 45.21 |
|
| Advanced Micro Devices (AMD) | 0.0 | $349k | +33% | 2.2k | 161.79 |
|
| General Dynamics Corporation (GD) | 0.0 | $345k | 1.0k | 341.00 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $343k | 4.1k | 84.60 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $342k | 3.7k | 92.49 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $341k | +2% | 6.4k | 53.03 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $334k | 7.9k | 42.37 |
|
|
| Gilead Sciences (GILD) | 0.0 | $327k | 2.9k | 111.00 |
|
|
| Kroger (KR) | 0.0 | $324k | 4.8k | 67.41 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $322k | 6.0k | 54.09 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $322k | +8% | 4.9k | 65.26 |
|
| SYSCO Corporation (SYY) | 0.0 | $321k | -30% | 3.9k | 82.34 |
|
| American Water Works (AWK) | 0.0 | $317k | 2.3k | 139.19 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $314k | 18k | 17.87 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $314k | 6.9k | 45.51 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $313k | 20k | 15.48 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $312k | 2.6k | 118.44 |
|
|
| W.W. Grainger (GWW) | 0.0 | $308k | 323.00 | 953.75 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $307k | 1.8k | 172.88 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $303k | +2% | 3.2k | 95.47 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $301k | NEW | 3.0k | 100.25 |
|
| Linde SHS (LIN) | 0.0 | $300k | 631.00 | 475.00 |
|
|
| Cummins (CMI) | 0.0 | $296k | 700.00 | 422.37 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $295k | 1.8k | 168.48 |
|
|
| Sempra Energy (SRE) | 0.0 | $293k | -28% | 3.3k | 89.98 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $292k | 4.2k | 70.24 |
|
|
| Travelers Companies (TRV) | 0.0 | $288k | -24% | 1.0k | 279.22 |
|
| AutoZone (AZO) | 0.0 | $287k | +4% | 67.00 | 4290.24 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $286k | +10% | 3.3k | 87.03 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $286k | +4% | 3.5k | 82.58 |
|
| Bank of America Corporation (BAC) | 0.0 | $285k | 5.5k | 51.59 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $282k | +3% | 607.00 | 463.74 |
|
| Dover Corporation (DOV) | 0.0 | $278k | 1.7k | 166.83 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $276k | -2% | 568.00 | 485.22 |
|
| FedEx Corporation (FDX) | 0.0 | $272k | 1.2k | 235.81 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $270k | 2.3k | 120.00 |
|
|
| Meritage Homes Corporation (MTH) | 0.0 | $268k | NEW | 3.7k | 72.43 |
|
| Qualcomm (QCOM) | 0.0 | $265k | 1.6k | 166.36 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $259k | 3.8k | 67.82 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $257k | -24% | 4.0k | 65.00 |
|
| Target Corporation (TGT) | 0.0 | $257k | +4% | 2.9k | 89.70 |
|
| Citigroup Com New (C) | 0.0 | $254k | NEW | 2.5k | 101.50 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $253k | NEW | 1.4k | 182.42 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $252k | NEW | 2.7k | 95.15 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $250k | NEW | 1.2k | 209.34 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $247k | 9.6k | 25.71 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $243k | -11% | 828.00 | 293.74 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $242k | NEW | 3.6k | 68.07 |
|
| Danaher Corporation (DHR) | 0.0 | $242k | +2% | 1.2k | 198.26 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $242k | 8.0k | 30.29 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $240k | 1.0k | 239.64 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $239k | NEW | 1.4k | 170.26 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $239k | +7% | 3.6k | 65.92 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $236k | 2.2k | 107.25 |
|
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $234k | 4.6k | 50.90 |
|
|
| Progressive Corporation (PGR) | 0.0 | $232k | -7% | 940.00 | 246.96 |
|
| Yum! Brands (YUM) | 0.0 | $229k | -11% | 1.5k | 152.00 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $226k | NEW | 1.0k | 222.91 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $224k | +10% | 501.00 | 447.23 |
|
| Kinder Morgan (KMI) | 0.0 | $224k | 7.9k | 28.31 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $220k | 172.00 | 1280.00 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $217k | NEW | 3.6k | 59.74 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $217k | 2.0k | 108.57 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $216k | 2.9k | 73.70 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $215k | 1.7k | 124.34 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $213k | 1.1k | 201.53 |
|
|
| General Motors Company (GM) | 0.0 | $212k | NEW | 3.5k | 60.97 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $212k | 3.7k | 57.47 |
|
|
| ConocoPhillips (COP) | 0.0 | $210k | -33% | 2.2k | 94.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $208k | NEW | 278.00 | 746.63 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $207k | NEW | 1.4k | 150.90 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $206k | NEW | 4.1k | 50.73 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $205k | NEW | 641.00 | 320.04 |
|
| At&t (T) | 0.0 | $204k | +4% | 7.2k | 28.24 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $204k | NEW | 165.00 | 1234.29 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $204k | NEW | 897.00 | 227.00 |
|
| Nike CL B (NKE) | 0.0 | $201k | 2.9k | 69.74 |
|
|
| Uber Technologies (UBER) | 0.0 | $201k | NEW | 2.0k | 97.97 |
|
| Cleveland-cliffs (CLF) | 0.0 | $122k | 10k | 12.20 |
|
|
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $81k | 11k | 7.51 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $70k | +50% | 30k | 2.33 |
|
| Lucid Diagnostics (LUCD) | 0.0 | $13k | 13k | 1.01 |
|
|
| Pavmed Com New (PAVM) | 0.0 | $9.3k | 22k | 0.43 |
|
Past Filings by Obermeyer Wealth Partners
SEC 13F filings are viewable for Obermeyer Wealth Partners going back to 2011
- Obermeyer Wealth Partners 2025 Q3 filed Oct. 27, 2025
- Obermeyer Wealth Partners 2025 Q2 filed Aug. 5, 2025
- Obermeyer Wealth Partners 2025 Q1 filed May 6, 2025
- Obermeyer Wealth Partners 2024 Q4 filed Feb. 14, 2025
- Obermeyer Wood Investment Counsel, L 2024 Q3 filed Nov. 5, 2024
- Obermeyer Wood Investment Counsel, L 2024 Q2 filed Aug. 1, 2024
- Obermeyer Wood Investment Counsel, L 2024 Q1 filed May 7, 2024
- Obermeyer Wood Investment Counsel, L 2023 Q4 filed Jan. 31, 2024
- Obermeyer Wood Investment Counsel, L 2023 Q3 filed Nov. 8, 2023
- Obermeyer Wood Investment Counsel, L 2023 Q2 filed Aug. 7, 2023
- Obermeyer Wood Investment Counsel, L 2023 Q1 filed May 9, 2023
- Obermeyer Wood Investment Counsel, L 2022 Q4 filed Feb. 8, 2023
- Obermeyer Wood Investment Counsel, L 2022 Q3 filed Dec. 9, 2022
- Obermeyer Wood Investment Counsel, L 2022 Q2 filed Aug. 15, 2022
- Obermeyer Wood Investment Counsel, L 2022 Q1 filed May 16, 2022
- Obermeyer Wood Investment Counsel, L 2021 Q4 filed Jan. 31, 2022