Obermeyer Asset Management
Latest statistics and disclosures from Obermeyer Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, QUAL, MSFT, VOO, AAPL, and represent 23.50% of Obermeyer Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$29M), MSI (+$15M), BN (+$9.8M), TBIL (+$9.3M), JAAA (+$8.7M), VOYG (+$5.5M), VBIL, XLV, APO, VEA.
- Started 18 new stock positions in JMUB, USMV, SCHA, SPHY, VHT, XLF, NLY, ZION, EFA, VOYG. SMH, VBIL, VXUS, XLV, Q, KEYS, VBK, TTE.
- Reduced shares in these 10 stocks: NVO (-$13M), CMCSA (-$12M), ZTS (-$9.9M), GOOG (-$5.5M), TXN, SHW, MSFT, TSM, AAPL, AVGO.
- Sold out of its positions in T, BDX, OWL, BA, BFAM, CLF, COP, FDX, FND, GSBD. PJP, IOO, IBIT, JPST, KMB, Marsh & McLennan Companies, MSDL, NCDL, PCAR, COWZ, PAVM, SYY, UBER, WFC.PL.
- Obermeyer Wealth Partners was a net buyer of stock by $15M.
- Obermeyer Wealth Partners has $2.2B in assets under management (AUM), dropping by 2.51%.
- Central Index Key (CIK): 0001349654
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Portfolio Holdings for Obermeyer Wealth Partners
Obermeyer Wealth Partners holds 288 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $121M | -4% | 385k | 313.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.0 | $109M | 549k | 198.62 |
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| Microsoft Corporation (MSFT) | 4.5 | $98M | -3% | 203k | 483.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $98M | +2% | 156k | 627.13 |
|
| Apple (AAPL) | 4.1 | $89M | -3% | 327k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $81M | -3% | 436k | 186.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $78M | -4% | 257k | 303.89 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.5 | $76M | +12% | 1.5M | 50.58 |
|
| Amazon (AMZN) | 3.4 | $74M | 321k | 230.82 |
|
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| Mastercard Incorporated Cl A (MA) | 3.1 | $68M | -2% | 119k | 570.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $67M | -2% | 134k | 502.65 |
|
| Broadcom (AVGO) | 3.0 | $67M | -4% | 193k | 346.10 |
|
| RBB Us Treas 3 Mnth (TBIL) | 3.0 | $66M | +16% | 1.3M | 49.88 |
|
| Ishares Msci World Etf (URTH) | 3.0 | $66M | 353k | 185.77 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $65M | +79% | 192k | 335.27 |
|
| Meta Platforms Cl A (META) | 2.4 | $52M | 78k | 660.09 |
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| Raytheon Technologies Corp (RTX) | 2.2 | $48M | -3% | 263k | 183.40 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.1 | $46M | -2% | 43k | 1069.86 |
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| Wal-Mart Stores (WMT) | 1.8 | $39M | 353k | 111.41 |
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| UnitedHealth (UNH) | 1.7 | $37M | -2% | 111k | 330.11 |
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| Aon Shs Cl A (AON) | 1.6 | $35M | -2% | 98k | 352.88 |
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| Home Depot (HD) | 1.4 | $30M | 88k | 344.10 |
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| Cme (CME) | 1.4 | $30M | 110k | 273.08 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.4 | $30M | +49% | 646k | 45.89 |
|
| NVR (NVR) | 1.3 | $29M | -2% | 4.0k | 7292.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $28M | 46k | 614.31 |
|
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| Sap Se Spon Adr (SAP) | 1.2 | $26M | 106k | 242.91 |
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| Deere & Company (DE) | 1.1 | $25M | -2% | 53k | 465.57 |
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| Chubb (CB) | 1.1 | $24M | -8% | 76k | 312.12 |
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| Nextera Energy (NEE) | 1.1 | $24M | 293k | 80.28 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $20M | -2% | 168k | 120.34 |
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| Sherwin-Williams Company (SHW) | 0.9 | $20M | -16% | 60k | 324.03 |
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| Motorola Solutions Com New (MSI) | 0.9 | $19M | +409% | 49k | 383.32 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $17M | -19% | 97k | 173.49 |
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| Eli Lilly & Co. (LLY) | 0.8 | $17M | 16k | 1074.66 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $17M | 160k | 103.56 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $16M | +6% | 325k | 49.99 |
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| United Parcel Service CL B (UPS) | 0.7 | $15M | 154k | 99.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $14M | +6% | 21k | 681.93 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.6 | $14M | +14% | 254k | 55.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $14M | +24% | 226k | 62.47 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $11M | 34k | 322.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $11M | -7% | 35k | 313.00 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $11M | -6% | 14.00 | 754800.00 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $8.4M | +11% | 413k | 20.23 |
|
| Visa Com Cl A (V) | 0.4 | $7.7M | -10% | 22k | 350.71 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $7.2M | -64% | 141k | 50.88 |
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| Us Bancorp Del Com New (USB) | 0.3 | $6.3M | 118k | 53.36 |
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| Zoetis Cl A (ZTS) | 0.3 | $5.9M | -62% | 47k | 125.82 |
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| Voyager Technologies Com Cl A (VOYG) | 0.2 | $5.5M | NEW | 209k | 26.14 |
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| Lowe's Companies (LOW) | 0.2 | $5.3M | 22k | 241.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.6M | -3% | 12k | 396.31 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.2 | $4.5M | NEW | 60k | 75.43 |
|
| Apollo Global Mgmt (APO) | 0.2 | $4.2M | +504% | 29k | 144.76 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.2 | $4.1M | -4% | 87k | 46.86 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $3.5M | NEW | 23k | 154.80 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $3.4M | 49k | 68.60 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $3.3M | 11k | 314.79 |
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| Eaton Corp SHS (ETN) | 0.1 | $3.1M | 9.8k | 318.50 |
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| Waste Management (WM) | 0.1 | $2.9M | 13k | 219.70 |
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| Atmos Energy Corporation (ATO) | 0.1 | $2.9M | 17k | 167.63 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | 3.3k | 862.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.8M | +4% | 19k | 143.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.7M | 5.8k | 473.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.7M | 3.9k | 684.96 |
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| Analog Devices (ADI) | 0.1 | $2.7M | 9.8k | 271.20 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.6M | -2% | 13k | 206.95 |
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| Shell Spon Ads (SHEL) | 0.1 | $2.5M | -2% | 34k | 73.48 |
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| Canadian Natural Resources (CNQ) | 0.1 | $2.5M | 73k | 33.85 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $2.4M | +12% | 196k | 12.43 |
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| Abbvie (ABBV) | 0.1 | $2.4M | 11k | 228.49 |
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| American Express Company (AXP) | 0.1 | $2.3M | 6.2k | 369.93 |
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| Corteva (CTVA) | 0.1 | $2.3M | 34k | 67.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.1M | 18k | 120.18 |
|
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| Coca-Cola Company (KO) | 0.1 | $2.1M | 29k | 69.91 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.1M | -2% | 8.9k | 231.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.0M | +8% | 4.2k | 487.86 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.8M | -2% | 12k | 143.31 |
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| TJX Companies (TJX) | 0.1 | $1.8M | 11k | 153.61 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.7M | -4% | 32k | 53.37 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.7M | 2.8k | 603.31 |
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| Vici Pptys (VICI) | 0.1 | $1.7M | 61k | 28.12 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | 13k | 125.29 |
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| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 0.1 | $1.6M | +228% | 33k | 49.47 |
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| Applied Materials (AMAT) | 0.1 | $1.6M | 6.1k | 256.99 |
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| McDonald's Corporation (MCD) | 0.1 | $1.6M | -2% | 5.1k | 305.63 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | 28k | 54.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.5M | +23% | 7.6k | 191.56 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $1.4M | 10k | 143.76 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.4M | -32% | 25k | 56.62 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.4M | -6% | 2.1k | 676.53 |
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| Amgen (AMGN) | 0.1 | $1.4M | -3% | 4.2k | 327.30 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.4M | 43k | 32.06 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $1.4M | NEW | 17k | 81.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | -3% | 7.0k | 190.99 |
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| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.1 | $1.3M | 118k | 11.27 |
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| Totalenergies Se Act (TTE) | 0.1 | $1.3M | NEW | 20k | 65.33 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | -33% | 6.8k | 194.90 |
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| Rbc Cad (RY) | 0.1 | $1.3M | 7.6k | 170.49 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.0k | 246.16 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 13k | 93.20 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | -19% | 11k | 113.77 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 2.0k | 572.87 |
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| D.R. Horton (DHI) | 0.1 | $1.2M | 8.0k | 144.03 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.1M | 29k | 39.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.1M | NEW | 15k | 75.44 |
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| International Business Machines (IBM) | 0.0 | $1.1M | +5% | 3.7k | 296.21 |
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| salesforce (CRM) | 0.0 | $1.1M | 4.0k | 264.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.1M | -12% | 13k | 81.17 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $1.0M | NEW | 21k | 50.50 |
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| Dupont De Nemours (DD) | 0.0 | $1.0M | 26k | 40.20 |
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| Tesla Motors (TSLA) | 0.0 | $1.0M | 2.2k | 449.62 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.0M | 6.3k | 160.97 |
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| Corning Incorporated (GLW) | 0.0 | $1.0M | 11k | 87.56 |
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| Chevron Corporation (CVX) | 0.0 | $1.0M | +23% | 6.6k | 152.41 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $1000k | -13% | 70k | 14.36 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $960k | 58k | 16.49 |
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| Equinix (EQIX) | 0.0 | $955k | 1.2k | 766.16 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $943k | 12k | 79.73 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $923k | +106% | 6.4k | 143.97 |
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| AmerisourceBergen (COR) | 0.0 | $917k | 2.7k | 337.75 |
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| Emerson Electric (EMR) | 0.0 | $914k | -13% | 6.9k | 132.72 |
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| Merck & Co (MRK) | 0.0 | $912k | 8.7k | 105.26 |
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| Palo Alto Networks (PANW) | 0.0 | $868k | +8% | 4.7k | 184.20 |
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| Wec Energy Group (WEC) | 0.0 | $863k | 8.2k | 105.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $851k | -2% | 16k | 53.76 |
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| Marvell Technology (MRVL) | 0.0 | $846k | 10k | 84.98 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $843k | 7.4k | 114.50 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $842k | -8% | 17k | 48.72 |
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| Bristol Myers Squibb (BMY) | 0.0 | $841k | +54% | 16k | 53.94 |
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| Blackrock (BLK) | 0.0 | $836k | 781.00 | 1070.34 |
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| Nextnav Common Stock (NN) | 0.0 | $817k | 49k | 16.64 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $810k | -3% | 9.8k | 82.82 |
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| S&p Global (SPGI) | 0.0 | $786k | 1.5k | 522.59 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $782k | +94% | 8.7k | 89.46 |
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| Pepsi (PEP) | 0.0 | $778k | +4% | 5.4k | 143.52 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $777k | 3.5k | 219.76 |
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| Honeywell International (HON) | 0.0 | $770k | 3.9k | 195.09 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $767k | -23% | 8.0k | 96.27 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $764k | NEW | 2.7k | 287.88 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $753k | -8% | 2.8k | 268.27 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $742k | -3% | 7.7k | 96.16 |
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| Air Products & Chemicals (APD) | 0.0 | $735k | 3.0k | 247.02 |
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| Kkr & Co (KKR) | 0.0 | $727k | 5.7k | 127.48 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $718k | 2.4k | 301.15 |
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| Cisco Systems (CSCO) | 0.0 | $676k | +2% | 8.8k | 77.03 |
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| Ferrari Nv Ord (RACE) | 0.0 | $653k | +211% | 1.8k | 369.56 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $646k | +16% | 6.0k | 107.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $640k | 1.7k | 373.44 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $638k | +18% | 23k | 27.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $624k | 3.0k | 210.34 |
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| Pfizer (PFE) | 0.0 | $624k | 25k | 24.90 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.0 | $605k | -29% | 14k | 43.46 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $600k | 8.4k | 71.72 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $596k | +26% | 2.4k | 252.92 |
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| Welltower Inc Com reit (WELL) | 0.0 | $595k | 3.2k | 185.61 |
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| Principal Financial (PFG) | 0.0 | $581k | +3% | 6.6k | 88.21 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $573k | 19k | 29.61 |
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| Netflix (NFLX) | 0.0 | $570k | +705% | 6.1k | 93.76 |
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| Morgan Stanley Com New (MS) | 0.0 | $569k | 3.2k | 177.53 |
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| Goldman Sachs (GS) | 0.0 | $565k | +9% | 643.00 | 879.00 |
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| Ge Aerospace Com New (GE) | 0.0 | $562k | 1.8k | 308.07 |
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| Five Below (FIVE) | 0.0 | $558k | 3.0k | 188.36 |
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| Dow (DOW) | 0.0 | $556k | 24k | 23.38 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $548k | -7% | 2.1k | 257.95 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $528k | 16k | 32.62 |
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| Philip Morris International (PM) | 0.0 | $526k | -9% | 3.3k | 160.40 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $515k | -8% | 4.3k | 119.35 |
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| Verizon Communications (VZ) | 0.0 | $514k | -12% | 13k | 40.73 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $506k | 15k | 33.81 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $499k | 1.5k | 339.71 |
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| Williams Companies (WMB) | 0.0 | $497k | 8.3k | 60.11 |
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| Hershey Company (HSY) | 0.0 | $486k | 2.7k | 181.98 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $483k | +94% | 11k | 44.71 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $474k | +90% | 2.3k | 209.11 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $469k | 8.7k | 53.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $465k | 3.0k | 154.12 |
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| Advanced Micro Devices (AMD) | 0.0 | $462k | 2.2k | 214.16 |
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| Allstate Corporation (ALL) | 0.0 | $455k | 2.2k | 208.15 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $455k | 1.9k | 241.24 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $454k | +83% | 6.5k | 69.42 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $451k | NEW | 20k | 22.36 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $450k | 1.7k | 258.79 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $448k | +13% | 3.2k | 141.14 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $443k | 6.4k | 69.52 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $443k | -5% | 4.3k | 102.39 |
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| T. Rowe Price (TROW) | 0.0 | $443k | 4.3k | 102.38 |
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| Green Brick Partners (GRBK) | 0.0 | $437k | 7.0k | 62.66 |
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| Intuit (INTU) | 0.0 | $437k | -11% | 659.00 | 662.42 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $436k | -14% | 6.8k | 64.42 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $434k | 1.9k | 227.51 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $432k | +20% | 5.8k | 74.07 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $427k | 883.00 | 483.79 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $416k | -36% | 718.00 | 579.45 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $416k | 5.0k | 83.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $407k | +67% | 6.1k | 67.22 |
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| Phillips 66 (PSX) | 0.0 | $406k | 3.1k | 129.04 |
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| Quanta Services (PWR) | 0.0 | $405k | -2% | 960.00 | 422.06 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $403k | -8% | 1.2k | 349.99 |
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| Cbre Group Cl A (CBRE) | 0.0 | $399k | 2.5k | 160.79 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $397k | 2.5k | 161.63 |
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| Builders FirstSource (BLDR) | 0.0 | $396k | 3.8k | 102.89 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $394k | +10% | 2.8k | 139.16 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $391k | 2.9k | 136.07 |
|
|
| Cigna Corp (CI) | 0.0 | $385k | -6% | 1.4k | 275.23 |
|
| Bank of America Corporation (BAC) | 0.0 | $379k | +24% | 6.9k | 55.00 |
|
| Xcel Energy (XEL) | 0.0 | $376k | 5.1k | 73.86 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $372k | +9% | 1.1k | 336.66 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $366k | NEW | 3.9k | 94.17 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $363k | 7.7k | 46.92 |
|
|
| Gilead Sciences (GILD) | 0.0 | $363k | 3.0k | 122.74 |
|
|
| Cummins (CMI) | 0.0 | $362k | 709.00 | 510.45 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $361k | -52% | 3.2k | 113.86 |
|
| Synopsys (SNPS) | 0.0 | $361k | 768.00 | 469.72 |
|
|
| Medtronic SHS (MDT) | 0.0 | $355k | 3.7k | 96.06 |
|
|
| Servicenow (NOW) | 0.0 | $349k | +258% | 2.3k | 153.19 |
|
| Norfolk Southern (NSC) | 0.0 | $348k | 1.2k | 288.72 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $346k | 4.7k | 73.63 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $345k | -81% | 1.0k | 336.95 |
|
| Docusign (DOCU) | 0.0 | $342k | 5.0k | 68.40 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $339k | +6% | 2.8k | 120.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $336k | +60% | 446.00 | 754.27 |
|
| Starbucks Corporation (SBUX) | 0.0 | $335k | 4.0k | 84.21 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $332k | 20k | 16.43 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $332k | -2% | 6.3k | 52.88 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $329k | +4% | 7.2k | 45.53 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $327k | +21% | 5.0k | 64.79 |
|
| W.W. Grainger (GWW) | 0.0 | $326k | 323.00 | 1009.89 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $322k | +30% | 1.8k | 177.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $322k | 4.9k | 66.00 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $322k | 1.3k | 257.28 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $321k | 6.0k | 53.88 |
|
|
| Altria (MO) | 0.0 | $312k | -29% | 5.4k | 57.66 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $312k | 3.1k | 99.91 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $306k | 18k | 17.37 |
|
|
| Travelers Companies (TRV) | 0.0 | $303k | 1.0k | 290.06 |
|
|
| Kroger (KR) | 0.0 | $301k | 4.8k | 62.48 |
|
|
| American Water Works (AWK) | 0.0 | $298k | 2.3k | 130.50 |
|
|
| Citigroup Com New (C) | 0.0 | $294k | 2.5k | 116.69 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $291k | +6% | 4.1k | 71.41 |
|
| Progressive Corporation (PGR) | 0.0 | $291k | +35% | 1.3k | 227.73 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $289k | 3.3k | 88.08 |
|
|
| Sempra Energy (SRE) | 0.0 | $288k | 3.3k | 88.29 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $286k | 596.00 | 480.57 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $285k | 1.8k | 161.96 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $284k | 501.00 | 566.36 |
|
|
| General Motors Company (GM) | 0.0 | $283k | 3.5k | 81.32 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $281k | -4% | 3.3k | 84.64 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $278k | NEW | 2.9k | 96.03 |
|
| Qualcomm (QCOM) | 0.0 | $275k | 1.6k | 171.05 |
|
|
| Kinder Morgan (KMI) | 0.0 | $275k | +26% | 10k | 27.49 |
|
| Digital Realty Trust (DLR) | 0.0 | $275k | 1.8k | 154.71 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $271k | +7% | 2.8k | 95.22 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $269k | NEW | 747.00 | 360.13 |
|
| Target Corporation (TGT) | 0.0 | $268k | -4% | 2.7k | 97.75 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $262k | -12% | 2.6k | 99.88 |
|
| Linde SHS (LIN) | 0.0 | $255k | -5% | 598.00 | 426.39 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $252k | 9.6k | 26.23 |
|
|
| Meritage Homes Corporation (MTH) | 0.0 | $244k | 3.7k | 65.80 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $241k | 8.0k | 30.20 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $240k | 828.00 | 290.22 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $239k | +100% | 2.0k | 119.41 |
|
| Zions Bancorporation (ZION) | 0.0 | $236k | NEW | 4.0k | 58.54 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $232k | 897.00 | 258.65 |
|
|
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $232k | NEW | 9.8k | 23.67 |
|
| Valero Energy Corporation (VLO) | 0.0 | $231k | 1.4k | 162.79 |
|
|
| Dover Corporation (DOV) | 0.0 | $228k | -29% | 1.2k | 195.24 |
|
| AutoZone (AZO) | 0.0 | $227k | 67.00 | 3391.51 |
|
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $227k | 4.6k | 49.29 |
|
|
| Yum! Brands (YUM) | 0.0 | $225k | 1.5k | 151.28 |
|
|
| Stryker Corporation (SYK) | 0.0 | $225k | -78% | 641.00 | 351.47 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $225k | -98% | 7.5k | 29.89 |
|
| Danaher Corporation (DHR) | 0.0 | $223k | -20% | 976.00 | 228.92 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $222k | 1.4k | 161.96 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $218k | -58% | 18k | 11.85 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $215k | 172.00 | 1252.00 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $215k | NEW | 7.6k | 28.48 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $212k | 2.2k | 96.30 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $212k | NEW | 3.9k | 54.77 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $211k | 3.7k | 57.49 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $210k | 1.0k | 207.28 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $207k | 641.00 | 323.01 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $203k | NEW | 1.0k | 203.19 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $203k | NEW | 672.00 | 301.90 |
|
| Nike CL B (NKE) | 0.0 | $201k | +9% | 3.2k | 63.72 |
|
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $68k | 11k | 6.34 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $59k | 30k | 1.97 |
|
|
| Lucid Diagnostics (LUCD) | 0.0 | $14k | 13k | 1.09 |
|
Past Filings by Obermeyer Wealth Partners
SEC 13F filings are viewable for Obermeyer Wealth Partners going back to 2011
- Obermeyer Wealth Partners 2025 Q4 filed Jan. 29, 2026
- 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