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CIK: 0001349654
Total reported value
$2.4B
$2.4B
246 檔
19.0%
At the close of Q2 2024, Obermeyer Wealth Partners disclosed equity holdings valued at approximately $2.4B, spread across 246 reported holdings.
During Q2 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 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.32% | -0.83% | +14.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.76% | -0.27% | -1.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.67% | -0.38% | +0.61% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.01% | +1.05% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.35% | +0.37% | -18.72% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.97% | -0.08% | +4.09% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.54% | +0.14% | +5.58% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.41% | -0.24% | -0.53% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.03% | +1.24% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.00% | +0.94% | +0.32% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.56% | -1.01% | -0.07% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.53% | -0.23% | +3.59% | |
| 13 | NVR | Nvr Inc | Stock-Consumer Disc | 2.04% | -0.01% | -1.45% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.99% | +0.22% | +0.16% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.95% | — | -2.82% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | -0.10% | -0.90% | |
| 17 | AON | Aon plc | Stock-Financials | 1.89% | -0.13% | -0.16% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.89% | +0.85% | +5.60% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.79% | -0.05% | -0.83% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.66% | -0.30% | +0.30% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.51% | -0.01% | -0.16% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.03% | +3136.42% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | +2.07% | +1.43% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.42% | — | -1.49% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | — | +931.25% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.31% | -0.01% | -8.21% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.01% | -5.15% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.31% | +0.37% | +8186.67% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | -0.01% | -0.34% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 1.30% | -0.51% | +1.16% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.29% | -0.02% | +798.69% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.21% | — | -0.29% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.03% | -1.31% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.02% | +705.82% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.08% | -8.80% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.20% | +1.21% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.89% | — | +451.61% | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.81% | -0.70% | EXIT | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.02% | +1772.24% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.68% | -0.01% | +1696.98% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | — | -4.91% | |
| 42 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.43% | -0.15% | +164.51% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.39% | -0.75% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.01% | +2.30% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | +3.48% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | +6.12% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.01% | +1.27% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.27% | -0.03% | — | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.25% | -0.04% | +0.87% | |
| 50 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.21% | — | +51.54% |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.4B across 246 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, BRK-B, MSFT) accounted for 19.0% of total reported equity market value during Q2 2024.
During Q2 2024, Obermeyer Wealth Partners's top holdings by market value included QUAL (6.3%)、BRK-B (5.8%)、MSFT (5.7%). The largest single position, QUAL, represented 6.3% of total portfolio value.
In Q2 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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