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Obermeyer Wealth Partners

13F
Obermeyer Wealth Partners
Last update 2025-05-06 262 Stocks (23 new)
Value $1.87 Bil Turnover 5 %
Countries:
Top Holdings: BRK.B(6.71%)QUAL(4.97%)MSFT(4.26%)AAPL(4.25%)MOAT(4.14%)
Summary Stock Picks Current Portfolio
Obermeyer Wealth Partners Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
236,055
125,717.9
-1.13%
6.710
-0.06%
0.010
-9.60%
+6.03%
1,039,421.7
Insurance
QUAL
iShares MSCI USA Quality Factor ETF
544,691
93,082.3
+3.27%
4.970
+0.16%
0.190
+11.83%
+5.00%
53,479.5
 
MSFT
Microsoft Corp
212,557
79,791.9
-1.52%
4.260
-0.07%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AAPL
Apple Inc
358,645
79,665.8
-1.64%
4.250
-0.08%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MOAT
VanEck Morningstar Wide Moat ETF
881,212
77,546.7
+3.50%
4.140
+0.14%
0.610
+16.41%
+6.73%
13,113.1
 
VOO
Vanguard S&P 500 ETF
149,699
76,931.6
+3.64%
4.100
+0.14%
0.010
+16.45%
+8.96%
664,077.8
 
MA
Mastercard Inc
124,891
68,455.4
-2.64%
3.650
-0.09%
0.010
+5.38%
+7.49%
511,704.3
Credit Services
GOOG
Alphabet Inc
402,035
62,809.9
-1.67%
3.350
-0.07%
0.000
+19.79%
+1.69%
2,329,696.9
Interactive Media
JAAA
Janus Henderson AAA CLO ETF
1,227,593
62,251.2
+30.18%
3.320
+0.77%
0.310
+1.87%
+2.70%
22,855.0
 
AMZN
Amazon.com Inc
269,366
51,249.5
-1.52%
2.730
-0.05%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical

Obermeyer Wealth Partners's Historical Top Holdings Breakdowns

Obermeyer Wealth Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ORCL
Oracle Corp
2025-03-31
Reduce
Reduce
-1.34%
●
139.81 ($162.81) 186.47
$242.83
49.15%
Reduce -93.44%
10,824
-154,218
NEE
NextEra Energy Inc
2025-03-31
Add
Add
+1.10%
●
66.96 ($70.58) 76.16
$71.97
1.97%
Add 7157.16%
295,584
291,511
LMT
Lockheed Martin Corp
2025-03-31
Reduce
Reduce
-1.00%
●
423.19 ($460.32) 506.29
$420.55
-8.64%
Reduce -96.74%
1,326
-39,409
TBIL
US Treasury 3 Month Bill ETF
2025-03-31
Add
Add
+0.80%
●
49.85 ($49.94) 50.04
$49.95
0.02%
Add 48.04%
929,700
301,713
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.77%
●
50.48 ($50.78) 51.04
$50.71
-0.14%
Add 30.18%
1,227,593
284,590
DE
Deere & Co
2025-03-31
Add
Add
+0.59%
●
408.57 ($467.8) 509.27
$514.66
10.02%
Add 75.31%
54,835
23,557
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.16%
●
105.44 ($110.59) 118.93
$110.79
0.18%
Add 17.22%
175,508
25,777
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.16%
●
168.16 ($179.03) 186.21
$186.15
3.98%
Add 3.27%
544,691
17,241
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Add
Add
+0.14%
●
87.69 ($92.02) 96.49
$98.97
7.55%
Add 3.5%
881,212
29,800
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.14%
●
507.05 ($540.58) 563.67
$583.26
7.90%
Add 3.64%
149,699
5,251

Obermeyer Wealth Partners Total Holding History ($B)

To

Obermeyer Wealth Partners's Asset Allocation

To

Obermeyer Wealth Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Obermeyer Wealth Partners's Hypothetical Growth since 2025-03-31

Obermeyer Wealth Partners's Yearly Returns

Year Portfolio % % Excess Gain %

Obermeyer Wealth Partners's Holdings Heat Map

Size field:

Obermeyer Wealth Partners's Holdings Bubble Chart

Obermeyer Wealth Partners News

  • 1

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