Obermeyer Wealth Partners Q4 2022 Filing

Filed February 8, 2023

Portfolio Value

$1.3T

Holdings

226

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (226 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
284,408$87.9B6.64%
2
UNHUNITEDHEALTH GROUP INC
120,479$63.9B4.83%
3
MSFTMICROSOFT CORP
246,512$59.1B4.47%
4
AONAON PLC
193,087$58.0B4.38%
5
MAMASTERCARD INCORPORATED
149,207$51.9B3.92%
6
GOOGALPHABET INC
569,446$50.5B3.82%
7
MCDMCDONALDS CORP
177,953$46.9B3.55%
8
UNPUNION PAC CORP
203,318$42.1B3.18%
9
WMBWILLIAMS COS INC
1,277,786$42.0B3.18%
10
LMTLOCKHEED MARTIN CORP
82,805$40.3B3.05%
11
3M4MASIMO CORP
243,546$36.0B2.72%
12
EQIXEQUINIX INC
54,269$35.5B2.69%
13
8CWCROWN CASTLE INC
260,887$35.4B2.68%
14
ELLAUDER ESTEE COS INC
140,717$34.9B2.64%
15
NKENIKE INC
296,206$34.7B2.62%
16
HDHOME DEPOT INC
109,003$34.4B2.60%
17
JNJJOHNSON & JOHNSON
194,221$34.3B2.59%
18
DGDOLLAR GEN CORP NEW
137,647$33.9B2.56%
19
IGSBISHARES TR
646,231$32.2B2.43%
20
AVTRAVANTOR INC
1,430,423$30.2B2.28%
21
VOOVANGUARD INDEX FDS
83,056$29.2B2.21%
22
ADBEADOBE SYSTEMS INCORPORATED
80,818$27.2B2.06%
23
BALLBALL CORP
508,627$26.0B1.97%
24
AMZNAMAZON COM INC
298,304$25.1B1.90%
25
CRMSALESFORCE INC
187,397$24.8B1.88%
26
FRCBFIRST REP BK SAN FRANCISCO C
201,600$24.6B1.86%
27
INMDINMODE LTD
670,482$23.9B1.81%
28
NVDANVIDIA CORPORATION
123,435$18.0B1.36%
29
LMBSFIRST TR EXCHANGE-TRADED FD
343,004$16.3B1.23%
30
NVRNVR INC
3,448$15.9B1.20%
31
VTIVANGUARD INDEX FDS
83,187$15.9B1.20%
32
AAPLAPPLE INC
108,803$14.1B1.07%
33
BRK-BBERKSHIRE HATHAWAY INC DEL
24$11.2B0.85%
34
METAMETA PLATFORMS INC
88,068$10.6B0.80%
35
VCSHVANGUARD SCOTTSDALE FDS
138,165$10.4B0.79%
36
QUALISHARES TR
65,168$7.4B0.56%
37
VEAVANGUARD TAX-MANAGED FDS
163,011$6.8B0.52%
38
SPYSPDR S&P 500 ETF TR
14,119$5.4B0.41%
39
GOOGLALPHABET INC
45,161$4.0B0.30%
40
NDQINVESCO QQQ TR
11,714$3.1B0.24%
41
KOCOCA COLA CO
48,258$3.1B0.23%
42
PGPROCTER AND GAMBLE CO
18,906$2.9B0.22%
43
PFEPFIZER INC
50,906$2.6B0.20%
44
XOMEXXON MOBIL CORP
23,067$2.5B0.19%
45
JPMJPMORGAN CHASE & CO
18,721$2.5B0.19%
46
VVISA INC
12,040$2.5B0.19%
47
ADIANALOG DEVICES INC
14,882$2.4B0.18%
48
IDXXIDEXX LABS INC
5,496$2.2B0.17%
49
IVVISHARES TR
5,708$2.2B0.17%
50
LOWLOWES COS INC
10,802$2.2B0.16%
51
BEPCBROOKFIELD RENEWABLE CORP
74,275$2.0B0.15%
52
VICIVICI PPTYS INC
59,650$1.9B0.15%
53
PEPPEPSICO INC
10,678$1.9B0.15%
54
MRKMERCK & CO INC
16,769$1.9B0.14%
55
VYMVANGUARD WHITEHALL FDS
16,872$1.8B0.14%
56
ABBVABBVIE INC
11,264$1.8B0.14%
57
ABTABBOTT LABS
15,915$1.7B0.13%
58
CTVACORTEVA INC
29,431$1.7B0.13%
59
IJRISHARES TR
16,862$1.6B0.12%
60
GQ9SPDR GOLD TR
9,092$1.5B0.12%
61
EPDENTERPRISE PRODS PARTNERS L
60,730$1.5B0.11%
62
RTXRAYTHEON TECHNOLOGIES CORP
14,163$1.4B0.11%
63
BMYBRISTOL-MYERS SQUIBB CO
18,201$1.3B0.10%
64
MYFWFIRST WESTN FINL INC
42,435$1.2B0.09%
65
AXPAMERICAN EXPRESS CO
7,891$1.2B0.09%
66
MPLXMPLX LP
35,120$1.1B0.09%
67
APDAIR PRODS & CHEMS INC
3,703$1.1B0.09%
68
COSTCOSTCO WHSL CORP NEW
2,495$1.1B0.09%
69
IWMISHARES TR
6,463$1.1B0.09%
70
DISDISNEY WALT CO
11,697$1.0B0.08%
71
BACVERIZON COMMUNICATIONS INC
25,779$1.0B0.08%
72
CBCHUBB LIMITED
4,500$992.7M0.08%
73
EEMISHARES TR
26,109$989.5M0.07%
74
TJXTJX COS INC NEW
11,186$890.4M0.07%
75
PPGPPG INDS INC
7,005$880.8M0.07%
76
CLCOLGATE PALMOLIVE CO
11,131$877.0M0.07%
77
MSIMOTOROLA SOLUTIONS INC
3,392$874.2M0.07%
78
DDDUPONT DE NEMOURS INC
12,083$829.2M0.06%
79
LHXL3HARRIS TECHNOLOGIES INC
3,904$812.8M0.06%
80
PG4PRINCIPAL FINANCIAL GROUP IN
9,511$798.2M0.06%
81
CVXCHEVRON CORP NEW
4,423$794.0M0.06%
82
AMGNAMGEN INC
2,959$777.2M0.06%
83
CMCSACOMCAST CORP NEW
22,117$773.4M0.06%
84
WECWEC ENERGY GROUP INC
8,151$764.2M0.06%
85
ADPAUTOMATIC DATA PROCESSING IN
3,197$763.6M0.06%
86
DEDEERE & CO
1,742$746.9M0.06%
87
AVGOBROADCOM INC
1,302$728.0M0.06%
88
DOVDOVER CORP
5,373$727.6M0.06%
89
VBKVANGUARD INDEX FDS
3,600$721.9M0.05%
90
RYROYAL BK CDA SUSTAINABL
7,611$715.6M0.05%
91
SRESEMPRA
4,604$711.5M0.05%
92
EMREMERSON ELEC CO
7,251$696.7M0.05%
93
TMOTHERMO FISHER SCIENTIFIC INC
1,185$652.6M0.05%
94
MDLZMONDELEZ INTL INC
9,741$649.2M0.05%
95
DHID R HORTON INC
7,267$647.8M0.05%
96
UPSUNITED PARCEL SERVICE INC
3,686$640.7M0.05%
97
AMATAPPLIED MATLS INC
6,540$636.9M0.05%
98
ETVEATON VANCE TAX-MANAGED BUY-
51,320$630.2M0.05%
99
CNCCENTENE CORP DEL
7,581$621.7M0.05%
100
DOWDOW INC
12,325$621.1M0.05%
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