Obermeyer Wealth Partners Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$1.7T

Holdings

246

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (246 positions)

#StockSharesValue% PortfolioType
1
QUALISHARES TR
645,679$110.3B6.32%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
246,960$100.5B5.76%
3
MSFTMICROSOFT CORP
221,439$99.0B5.67%
4
AAPLAPPLE INC
374,661$78.9B4.52%
5
GOOGALPHABET INC
413,689$75.9B4.35%
6
MOATVANECK ETF TRUST
800,520$69.3B3.97%
7
VOOVANGUARD INDEX FDS
123,549$61.8B3.54%
8
MAMASTERCARD INCORPORATED
135,007$59.6B3.41%
9
AMZNAMAZON COM INC
285,103$55.1B3.16%
10
TSMTAIWAN SEMICONDUCTOR MFG LTD
301,129$52.3B3.00%
11
UNHUNITEDHEALTH GROUP INC
87,745$44.7B2.56%
12
METAMETA PLATFORMS INC
87,581$44.2B2.53%
13
NVRNVR INC
4,697$35.6B2.04%
14
AVGOBROADCOM INC
21,643$34.7B1.99%
15
LMTLOCKHEED MARTIN CORP
73,000$34.1B1.95%
16
HDHOME DEPOT INC
98,011$33.7B1.93%
17
AONAON PLC
112,592$33.1B1.89%
18
ASMLASML HOLDING N V
32,169$32.9B1.89%
19
SPSMSPDR SER TR
750,676$31.2B1.79%
20
RTXRTX CORPORATION
288,233$28.9B1.66%
21
ORCLORACLE CORP
186,331$26.3B1.51%
22
WMTWALMART INC
380,538$25.8B1.48%
23
VTIVANGUARD INDEX FDS
94,991$25.4B1.46%
24
UNPUNION PAC CORP
109,706$24.8B1.42%
25
PGPROCTER AND GAMBLE CO
144,571$23.8B1.37%
26
IGSBISHARES TR
447,776$22.9B1.31%
27
JNJJOHNSON & JOHNSON
156,816$22.9B1.31%
28
TXNTEXAS INSTRS INC
117,505$22.9B1.31%
29
MRKMERCK & CO INC
183,691$22.7B1.30%
30
CMECME GROUP INC
115,511$22.7B1.30%
31
ABTABBOTT LABS
216,440$22.5B1.29%
32
CMCSACOMCAST CORP NEW
537,913$21.1B1.21%
33
CVXCHEVRON CORP NEW
126,205$19.7B1.13%
34
NVDANVIDIA CORPORATION
153,300$18.9B1.09%
35
XOMEXXON MOBIL CORP
152,312$17.5B1.00%
36
NDQINVESCO QQQ TR
34,262$16.4B0.94%
37
NVONOVO-NORDISK A S
108,678$15.5B0.89%
38
LMBSFIRST TR EXCHANGE-TRADED FD
295,876$14.2B0.81%
39
LLYELI LILLY & CO
14,903$13.5B0.77%
40
DEDEERE & CO
31,537$11.8B0.68%
41
VCSHVANGUARD SCOTTSDALE FDS
101,856$7.9B0.45%
42
TBILRBB FD INC
151,004$7.6B0.43%
43
VEAVANGUARD TAX-MANAGED FDS
148,333$7.3B0.42%
44
SPYSPDR S&P 500 ETF TR
12,925$7.0B0.40%
45
JPMJPMORGAN CHASE & CO.
34,120$6.9B0.40%
46
GOOGLALPHABET INC
36,051$6.6B0.38%
47
VVISA INC
19,999$5.2B0.30%
48
BRK-BBERKSHIRE HATHAWAY INC DEL
19$4.7B0.27%
49
LOWLOWES COS INC
19,623$4.3B0.25%
50
SCTXXSCHWAB CHARLES FAMILY FD
3,743,000$3.7B0.21%
51
ETNEATON CORP PLC
10,685$3.4B0.19%
52
IEVISHARES TR
60,000$3.3B0.19%
53
ABBVABBVIE INC
18,436$3.2B0.18%
54
ARCCARES CAPITAL CORP
150,489$3.1B0.18%
55
OWLBLUE OWL CAPITAL INC
166,492$3.0B0.17%
56
WMWASTE MGMT INC DEL
13,548$2.9B0.17%
57
AVDLAVADEL PHARMACEUTICALS PLC
204,105$2.9B0.16%
58
VVVANGUARD INDEX FDS
10,504$2.6B0.15%
59
GQ9SPDR GOLD TR
11,645$2.5B0.14%
60
WSOWATSCO INC
5,353$2.5B0.14%
61
CBCHUBB LIMITED
9,670$2.5B0.14%
62
IVVISHARES TR
4,488$2.5B0.14%
63
CITHE CIGNA GROUP
7,026$2.3B0.13%
64
ADIANALOG DEVICES INC
9,971$2.3B0.13%
65
MCDMCDONALDS CORP
8,573$2.2B0.13%
66
IRMIRON MTN INC DEL
24,069$2.2B0.12%
67
MCHPMICROCHIP TECHNOLOGY INC.
23,428$2.1B0.12%
68
CRCCANADIAN NAT RES LTD
59,106$2.1B0.12%
69
COSTCOSTCO WHSL CORP NEW
2,461$2.1B0.12%
70
VYMVANGUARD WHITEHALL FDS
17,629$2.1B0.12%
71
KOCOCA COLA CO
32,529$2.1B0.12%
72
ACNACCENTURE PLC IRELAND
6,560$2.0B0.11%
73
SYYSYSCO CORP
27,030$1.9B0.11%
74
OBDCBLUE OWL CAPITAL CORPORATION
123,158$1.9B0.11%
75
IJRISHARES TR
16,917$1.8B0.10%
76
VICIVICI PPTYS INC
62,546$1.8B0.10%
77
AXPAMERICAN EXPRESS CO
7,442$1.7B0.10%
78
AMATAPPLIED MATLS INC
7,156$1.7B0.10%
79
IDXXIDEXX LABS INC
3,421$1.7B0.10%
80
EPDENTERPRISE PRODS PARTNERS L
56,605$1.6B0.09%
81
CATCATERPILLAR INC
4,747$1.6B0.09%
82
CTVACORTEVA INC
27,270$1.5B0.08%
83
CRMSALESFORCE INC
5,713$1.5B0.08%
84
BEPCBROOKFIELD RENEWABLE CORP
50,132$1.4B0.08%
85
ETVEATON VANCE TAX-MANAGED BUY-
98,312$1.3B0.08%
86
MSIMOTOROLA SOLUTIONS INC
3,398$1.3B0.08%
87
IWMISHARES TR
6,425$1.3B0.07%
88
TJXTJX COS INC NEW
11,810$1.3B0.07%
89
AMGNAMGEN INC
4,139$1.3B0.07%
90
MPLXMPLX LP
29,681$1.3B0.07%
91
DISDISNEY WALT CO
12,380$1.2B0.07%
92
SHELSHELL PLC
16,822$1.2B0.07%
93
PJXPETROLEO BRASILEIRO SA PETRO
85,593$1.2B0.07%
94
LYBLYONDELLBASELL INDUSTRIES N
12,052$1.2B0.07%
95
IWFISHARES TR
3,109$1.1B0.06%
96
EEMISHARES TR
26,238$1.1B0.06%
97
DHID R HORTON INC
7,905$1.1B0.06%
98
DOVDOVER CORP
5,873$1.1B0.06%
99
DDDUPONT DE NEMOURS INC
12,352$994.2M0.06%
100
EQIXEQUINIX INC
1,253$947.9M0.05%
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