Obermeyer Wealth Partners Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$1.7T

Holdings

253

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (253 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
249,552$104.9B6.18%
2
QUALISHARES TR
563,454$92.6B5.45%
3
MSFTMICROSOFT CORP
220,090$92.6B5.45%
4
GOOGALPHABET INC
508,938$77.5B4.56%
5
MOATVANECK ETF TRUST
769,035$69.1B4.07%
6
MAMASTERCARD INCORPORATED
135,723$65.4B3.85%
7
AAPLAPPLE INC
370,754$63.6B3.75%
8
VOOVANGUARD INDEX FDS
117,023$56.3B3.31%
9
CRMSALESFORCE INC
171,136$51.5B3.04%
10
AMZNAMAZON COM INC
281,609$50.8B2.99%
11
UNHUNITEDHEALTH GROUP INC
87,804$43.4B2.56%
12
METAMETA PLATFORMS INC
84,548$41.1B2.42%
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
300,173$40.8B2.41%
14
NVRNVR INC
4,766$38.6B2.27%
15
HDHOME DEPOT INC
98,900$37.9B2.23%
16
AONAON PLC
112,774$37.6B2.22%
17
LMTLOCKHEED MARTIN CORP
75,119$34.2B2.01%
18
SPSMSPDR SER TR
756,957$32.6B1.92%
19
MCDMCDONALDS CORP
112,624$31.8B1.87%
20
ASMLASML HOLDING N V
30,463$29.6B1.74%
21
AVGOBROADCOM INC
21,608$28.6B1.69%
22
RTXRTX CORPORATION
287,381$28.0B1.65%
23
UNPUNION PAC CORP
111,369$27.4B1.61%
24
JNJJOHNSON & JOHNSON
165,338$26.2B1.54%
25
IGSBISHARES TR
487,848$25.0B1.47%
26
CMECME GROUP INC
114,192$24.6B1.45%
27
VTIVANGUARD INDEX FDS
93,654$24.3B1.43%
28
MRKMERCK & CO INC
184,316$24.3B1.43%
29
ORCLORACLE CORP
186,631$23.4B1.38%
30
CMCSACOMCAST CORP NEW
539,470$23.4B1.38%
31
ADBEADOBE INC
42,835$21.6B1.27%
32
CVXCHEVRON CORP NEW
127,884$20.2B1.19%
33
XOMEXXON MOBIL CORP
167,007$19.4B1.14%
34
PEPPEPSICO INC
108,739$19.0B1.12%
35
NVDANVIDIA CORPORATION
19,024$17.2B1.01%
36
LMBSFIRST TR EXCHANGE-TRADED FD
316,106$15.3B0.90%
37
NDQINVESCO QQQ TR
33,853$15.0B0.89%
38
BRK-BBERKSHIRE HATHAWAY INC DEL
19$12.1B0.71%
39
VCSHVANGUARD SCOTTSDALE FDS
107,119$8.3B0.49%
40
VEAVANGUARD TAX-MANAGED FDS
149,452$7.5B0.44%
41
SPYSPDR S&P 500 ETF TR
12,635$6.6B0.39%
42
JPMJPMORGAN CHASE & CO
32,973$6.6B0.39%
43
VVISA INC
19,749$5.5B0.32%
44
GOOGLALPHABET INC
33,973$5.1B0.30%
45
LOWLOWES COS INC
19,454$5.0B0.29%
46
AVDLAVADEL PHARMACEUTICALS PLC
279,494$4.7B0.28%
47
IEVISHARES TR
60,000$3.3B0.20%
48
ETNEATON CORP PLC
10,538$3.3B0.19%
49
ABBVABBVIE INC
18,073$3.3B0.19%
50
OWLBLUE OWL CAPITAL INC
168,212$3.2B0.19%
51
WMWASTE MGMT INC DEL
13,686$2.9B0.17%
52
ARCCARES CAPITAL CORP
138,704$2.9B0.17%
53
TBILRBB FD INC
57,089$2.9B0.17%
54
ABTABBOTT LABS
24,084$2.7B0.16%
55
8CWCROWN CASTLE INC
24,589$2.6B0.15%
56
NVONOVO-NORDISK A S
19,702$2.5B0.15%
57
VVVANGUARD INDEX FDS
10,504$2.5B0.15%
58
CBCHUBB LIMITED
9,670$2.5B0.15%
59
SCTXXSCHWAB CHARLES FAMILY FD
2,470,000$2.5B0.15%
60
CITHE CIGNA GROUP
6,767$2.5B0.14%
61
GQ9SPDR GOLD TR
11,155$2.3B0.14%
62
PGPROCTER AND GAMBLE CO
14,019$2.3B0.13%
63
IVVISHARES TR
4,231$2.2B0.13%
64
SYYSYSCO CORP
27,126$2.2B0.13%
65
VYMVANGUARD WHITEHALL FDS
17,929$2.2B0.13%
66
MCHPMICROCHIP TECHNOLOGY INC.
23,316$2.1B0.12%
67
KOCOCA COLA CO
33,130$2.0B0.12%
68
IDXXIDEXX LABS INC
3,740$2.0B0.12%
69
IRMIRON MTN INC DEL
25,066$2.0B0.12%
70
ADIANALOG DEVICES INC
10,050$2.0B0.12%
71
CRCCANADIAN NAT RES LTD
25,552$2.0B0.11%
72
IJRISHARES TR
17,111$1.9B0.11%
73
VICIVICI PPTYS INC
62,546$1.9B0.11%
74
OBDCBLUE OWL CAPITAL CORPORATION
120,427$1.9B0.11%
75
EPDENTERPRISE PRODS PARTNERS L
56,605$1.7B0.10%
76
LYBLYONDELLBASELL INDUSTRIES N
15,552$1.6B0.09%
77
AXPAMERICAN EXPRESS CO
6,910$1.6B0.09%
78
CTVACORTEVA INC
27,270$1.6B0.09%
79
COSTCOSTCO WHSL CORP NEW
2,068$1.5B0.09%
80
DISDISNEY WALT CO
11,835$1.4B0.09%
81
AMATAPPLIED MATLS INC
7,002$1.4B0.09%
82
PAYXPAYCHEX INC
10,808$1.3B0.08%
83
BEPCBROOKFIELD RENEWABLE CORP
53,520$1.3B0.08%
84
DHID R HORTON INC
7,905$1.3B0.08%
85
NXPINXP SEMICONDUCTORS N V
5,242$1.3B0.08%
86
MPLXMPLX LP
30,662$1.3B0.08%
87
MSIMOTOROLA SOLUTIONS INC
3,398$1.2B0.07%
88
PJXPETROLEO BRASILEIRO SA PETRO
80,599$1.2B0.07%
89
SHELSHELL PLC
17,822$1.2B0.07%
90
IWMISHARES TR
5,623$1.2B0.07%
91
AMGNAMGEN INC
4,085$1.2B0.07%
92
TJXTJX COS INC NEW
11,384$1.2B0.07%
93
EEMISHARES TR
27,443$1.1B0.07%
94
IWFISHARES TR
3,109$1.0B0.06%
95
DOVDOVER CORP
5,873$1.0B0.06%
96
ETVEATON VANCE TAX-MANAGED BUY-
80,012$1.0B0.06%
97
DDDUPONT DE NEMOURS INC
12,596$965.7M0.06%
98
EQIXEQUINIX INC
1,113$918.4M0.05%
99
PFEPFIZER INC
32,717$907.9M0.05%
100
MRVLMARVELL TECHNOLOGY INC
12,749$903.7M0.05%
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