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CIK: 0001349654
Total reported value
$2.4B
$2.4B
253 檔
17.9%
According to the latest 13F quarterly dataset, Obermeyer Wealth Partners managed an equity portfolio of $2.4B at the end of Q1 2024, spanning 253 distinct U.S. exchange-listed positions.
During Q1 2024, Obermeyer Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.18% | -0.27% | -2.07% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.45% | -0.83% | +4.01% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.38% | +1.44% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.56% | +0.37% | -1.76% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.07% | -0.08% | +9.55% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.85% | -0.24% | -1.25% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.75% | -0.01% | +0.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.31% | +0.14% | +18.40% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 3.04% | -0.03% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.03% | -0.94% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.56% | -1.01% | +4.04% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.42% | -0.23% | -1.73% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.41% | +0.94% | +6.82% | |
| 14 | NVR | Nvr Inc | Stock-Consumer Disc | 2.27% | -0.01% | -0.42% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.23% | -0.10% | -0.56% | |
| 16 | AON | Aon plc | Stock-Financials | 2.22% | -0.13% | -31.86% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.01% | — | +1.74% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.92% | -0.05% | -28.73% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.87% | -0.02% | -30.28% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.74% | +0.85% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | +0.22% | +1456.77% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.65% | -0.30% | +11.02% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.61% | — | -0.51% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.01% | -4.53% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.47% | -0.01% | -5.23% | |
| 26 | CME | Cme Group Inc | Stock-Financials | 1.45% | -0.51% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +2.07% | +4.34% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.43% | -0.01% | +6.91% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.38% | -0.01% | +10.04% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.38% | — | +9.48% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.27% | -0.01% | -0.63% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.03% | -1.46% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -0.08% | +9.64% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.01% | -2.58% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.02% | -14.30% | |
| 36 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.90% | -0.70% | EXIT | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.20% | +41.24% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.71% | -0.03% | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.49% | — | -2.69% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.39% | +1.93% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.01% | -3.05% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | +73.93% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.01% | +61.11% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | -2.13% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.04% | +85.49% | |
| 46 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 0.28% | — | — | |
| 47 | IEV | Ishares Europe ETF | ETF-Other | 0.20% | -0.01% | — | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.19% | +0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | — | +72.78% | |
| 50 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.19% | — | — |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.4B across 253 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, QUAL, MSFT) accounted for 17.9% of total reported equity market value during Q1 2024.
During Q1 2024, Obermeyer Wealth Partners's top holdings by market value included BRK-B (6.2%)、QUAL (5.5%)、MSFT (5.5%). The largest single position, BRK-B, represented 6.2% of total portfolio value.
In Q1 2024, Obermeyer Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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