Obermeyer Wealth Partners Q4 2023 Filing

Filed January 31, 2024

Portfolio Value

$1.5T

Holdings

218

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (218 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
254,822$90.9B6.21%
2
MSFTMICROSOFT CORP
216,957$81.6B5.57%
3
QUALISHARES TR
541,748$79.7B5.44%
4
GOOGALPHABET INC
518,031$73.0B4.99%
5
AAPLAPPLE INC
369,345$71.1B4.86%
6
MOATVANECK ETF TRUST
702,009$59.6B4.07%
7
MAMASTERCARD INCORPORATED
137,437$58.6B4.00%
8
AONAON PLC
165,496$48.2B3.29%
9
MCDMCDONALDS CORP
161,548$47.9B3.27%
10
CRMSALESFORCE INC
175,375$46.1B3.15%
11
SPSMSPDR SER TR
1,062,042$44.8B3.06%
12
UNHUNITEDHEALTH GROUP INC
84,394$44.4B3.03%
13
AMZNAMAZON COM INC
284,279$43.2B2.95%
14
VOOVANGUARD INDEX FDS
98,839$43.2B2.95%
15
HDHOME DEPOT INC
99,455$34.5B2.35%
16
NVRNVR INC
4,786$33.5B2.29%
17
LMTLOCKHEED MARTIN CORP
73,835$33.5B2.29%
18
METAMETA PLATFORMS INC
86,038$30.5B2.08%
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
281,002$29.2B2.00%
20
UNPUNION PAC CORP
111,941$27.5B1.88%
21
JNJJOHNSON & JOHNSON
173,178$27.1B1.85%
22
IGSBISHARES TR
514,790$26.4B1.80%
23
ADBEADOBE INC
43,107$25.7B1.76%
24
RTXRTX CORPORATION
258,846$21.8B1.49%
25
CMCSACOMCAST CORP NEW
492,750$21.6B1.48%
26
VTIVANGUARD INDEX FDS
89,758$21.3B1.45%
27
WMBWILLIAMS COS INC
558,507$19.5B1.33%
28
CVXCHEVRON CORP NEW
129,781$19.4B1.32%
29
PEPPEPSICO INC
111,622$19.0B1.29%
30
MRKMERCK & CO INC
172,410$18.8B1.28%
31
ORCLORACLE CORP
169,597$17.9B1.22%
32
LMBSFIRST TR EXCHANGE-TRADED FD
326,471$15.8B1.08%
33
XOMEXXON MOBIL CORP
152,324$15.2B1.04%
34
NVDANVIDIA CORPORATION
22,199$11.0B0.75%
35
BRK-BBERKSHIRE HATHAWAY INC DEL
19$10.3B0.70%
36
NDQINVESCO QQQ TR
23,968$9.8B0.67%
37
VCSHVANGUARD SCOTTSDALE FDS
110,082$8.5B0.58%
38
VEAVANGUARD TAX-MANAGED FDS
146,627$7.0B0.48%
39
SPYSPDR S&P 500 ETF TR
13,033$6.2B0.42%
40
GOOGLALPHABET INC
34,713$4.8B0.33%
41
JPMJPMORGAN CHASE & CO
18,958$3.2B0.22%
42
VVISA INC
12,258$3.2B0.22%
43
IDXXIDEXX LABS INC
4,373$2.4B0.17%
44
LOWLOWES COS INC
10,488$2.3B0.16%
45
VVVANGUARD INDEX FDS
10,504$2.3B0.16%
46
ADIANALOG DEVICES INC
10,946$2.2B0.15%
47
IVVISHARES TR
4,544$2.2B0.15%
48
GQ9SPDR GOLD TR
10,820$2.1B0.14%
49
PGPROCTER AND GAMBLE CO
13,814$2.0B0.14%
50
VICIVICI PPTYS INC
62,546$2.0B0.14%
51
MINTPIMCO ETF TR
19,892$2.0B0.14%
52
KOCOCA COLA CO
33,399$2.0B0.13%
53
VYMVANGUARD WHITEHALL FDS
16,965$1.9B0.13%
54
IJRISHARES TR
16,966$1.8B0.13%
55
BEPCBROOKFIELD RENEWABLE CORP
56,855$1.6B0.11%
56
ABTABBOTT LABS
14,814$1.6B0.11%
57
ABBVABBVIE INC
10,460$1.6B0.11%
58
AVGOBROADCOM INC
1,388$1.5B0.11%
59
EPDENTERPRISE PRODS PARTNERS L
55,154$1.5B0.10%
60
COSTCOSTCO WHSL CORP NEW
2,006$1.3B0.09%
61
CTVACORTEVA INC
27,270$1.3B0.09%
62
AXPAMERICAN EXPRESS CO
6,897$1.3B0.09%
63
DHID R HORTON INC
7,900$1.2B0.08%
64
AMGNAMGEN INC
4,087$1.2B0.08%
65
AMATAPPLIED MATLS INC
7,242$1.2B0.08%
66
8CWCROWN CASTLE INC
9,823$1.1B0.08%
67
MPLXMPLX LP
30,662$1.1B0.08%
68
IWMISHARES TR
5,574$1.1B0.08%
69
DISDISNEY WALT CO
11,834$1.1B0.07%
70
MSIMOTOROLA SOLUTIONS INC
3,392$1.1B0.07%
71
EEMISHARES TR
26,360$1.1B0.07%
72
TJXTJX COS INC NEW
11,200$1.1B0.07%
73
PFEPFIZER INC
35,748$1.0B0.07%
74
DDDUPONT DE NEMOURS INC
13,375$1.0B0.07%
75
CBCHUBB LIMITED
4,475$1.0B0.07%
76
APDAIR PRODS & CHEMS INC
3,660$1.0B0.07%
77
IWFISHARES TR
3,188$966.5M0.07%
78
ARCCARES CAPITAL CORP
46,135$924.1M0.06%
79
DOVDOVER CORP
5,873$903.3M0.06%
80
BABOEING CO
3,459$901.6M0.06%
81
EQIXEQUINIX INC
1,112$895.4M0.06%
82
STIPISHARES TR
8,965$883.9M0.06%
83
ETVEATON VANCE TAX-MANAGED BUY-
67,830$836.3M0.06%
84
DEDEERE & CO
1,933$772.9M0.05%
85
RYROYAL BK CDA
7,611$769.7M0.05%
86
MRVLMARVELL TECHNOLOGY INC
12,749$768.9M0.05%
87
PG4PRINCIPAL FINANCIAL GROUP IN
9,511$748.2M0.05%
88
BACVERIZON COMMUNICATIONS INC
19,830$747.6M0.05%
89
CLCOLGATE PALMOLIVE CO
9,190$732.5M0.05%
90
WECWEC ENERGY GROUP INC
8,151$686.1M0.05%
91
ADPAUTOMATIC DATA PROCESSING IN
2,866$667.7M0.05%
92
MDLZMONDELEZ INTL INC
9,043$655.0M0.04%
93
DOWDOW INC
11,887$651.9M0.04%
94
NYCBEURNEW YORK CMNTY BANCORP INC
61,121$625.3M0.04%
95
ACNACCENTURE PLC IRELAND
1,780$624.7M0.04%
96
WFCWELLS FARGO CO NEW
12,631$621.7M0.04%
97
WMTWALMART INC
3,910$616.4M0.04%
98
NACNUVEEN CA QUALTY MUN INCOME
54,008$598.9M0.04%
99
VTVVANGUARD INDEX FDS
3,970$593.5M0.04%
100
MDYSPDR S&P MIDCAP 400 ETF TR
1,167$592.1M0.04%
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