Obermeyer Wealth Partners Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$2.0B

Holdings

277

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (277 positions)

StockValue
SRESEMPRA
$345K
PSXPHILLIPS 66
$344K
CBRECBRE GROUP INC
$341K
KRKROGER CO
$339K
AG8AGILENT TECHNOLOGIES INC
$339K
GWWGRAINGER W W INC
$336K
IGSBISHARES TR
$330K
GILDGILEAD SCIENCES INC
$329K
BDXBECTON DICKINSON & CO
$327K
ICEINTERCONTINENTAL EXCHANGE IN
$323K
TELTE CONNECTIVITY PLC
$320K
IBITISHARES BITCOIN TRUST ETF
$319K
IGIBISHARES TR
$318K
AWCAMERICAN WTR WKS CO INC NEW
$317K
NSCNORFOLK SOUTHN CORP
$310K
FQIDIGITAL RLTY TR INC
$309K
DOVDOVER CORP
$306K
MDTMEDTRONIC PLC
$301K
COPCONOCOPHILLIPS
$299K
PJPINVESCO EXCHANGE TRADED FD T
$296K
LINLINDE PLC
$295K
GDGENERAL DYNAMICS CORP
$295K
SCHCSCHWAB STRATEGIC TR
$294K
ESGVVANGUARD WORLD FD
$289K
RACEFERRARI N V
$285K
SCHWSCHWAB CHARLES CORP
$283K
BNLBROADSTONE NET LEASE INC
$282K
IJHISHARES TR
$281K
QQQMINVESCO EXCH TRADED FD TR II
$275K
DYHTARGET CORP
$271K
PGRPROGRESSIVE CORP
$270K
ICLNISHARES TR
$268K
BACBANK AMERICA CORP
$266K
FDXFEDEX CORP
$263K
VOVANGUARD INDEX FDS
$261K
XLGINVESCO EXCHANGE TRADED FD T
$260K
SLVISHARES SILVER TR
$259K
DONSPDR DOW JONES INDL AVERAGE
$259K
IXUSISHARES TR
$256K
QCOMQUALCOMM INC
$256K
PRFINVESCO EXCHANGE TRADED FD T
$256K
YUMYUM BRANDS INC
$253K
SHLDGLOBAL X FDS
$250K
INDYISHARES TR
$250K
ISRGINTUITIVE SURGICAL INC
$247K
BFAMBRIGHT HORIZONS FAM SOL IN D
$247K
DLNWISDOMTREE TR
$243K
IOOISHARES TR
$243K
SPSBSPDR SERIES TRUST
$241K
EFVISHARES TR
$239K
AZOAUTOZONE INC
$238K
DHRDANAHER CORPORATION
$236K
KMIKINDER MORGAN INC DEL
$232K
MRSHMARSH & MCLENNAN COS INC
$232K
CMICUMMINS INC
$229K
AMDADVANCED MICRO DEVICES INC
$229K
SCHBSCHWAB STRATEGIC TR
$229K
BLDRBUILDERS FIRSTSOURCE INC
$225K
KMBKIMBERLY-CLARK CORP
$223K
GEVGE VERNOVA INC
$223K
FNDFLOOR & DECOR HLDGS INC
$222K
IDEVISHARES TR
$218K
XLYSELECT SECTOR SPDR TR
$217K
DUKDUKE ENERGY CORP NEW
$215K
BAC 7.25 PERP LBANK AMERICA CORP
$209K
ITBISHARES TR
$205K
NKENIKE INC
$205K
WHRWHIRLPOOL CORP
$203K
COWZPACER FDS TR
$202K
IEMGISHARES INC
$202K
TAT&T INC
$201K
OGCPEMPIRE ST RLTY OP L P
$90K
CLFCLEVELAND-CLIFFS INC NEW
$76K
OPTUALTICE USA INC
$39K
PLUNPLUG POWER INC
$30K
LUCDLUCID DIAGNOSTICS INC
$15K
PAVMPAVMED INC
$13K
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