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CIK: 0001349654
Total reported value
$2.4B
$2.4B
257 檔
19.0%
The Q4 2024 SEC filing reveals that Obermeyer Wealth Partners held a total portfolio value of $2.4B, covering 257 public equity positions.
Obermeyer Wealth Partners executed strategic sector rebalancing during Q4 2024, establishing 17 new positions while fully exiting 18 holdings and trimming 67 positions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, QUAL, AAPL) accounted for 19.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.64% | -0.27% | -1.44% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.89% | -0.83% | -7.80% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.76% | -0.01% | -1.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.38% | -0.39% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.11% | -0.08% | +3.72% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.06% | +0.37% | +1.46% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +0.14% | +7.14% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.52% | -0.24% | -2.75% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | +0.03% | -1.57% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.90% | +0.94% | -3.32% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.51% | -0.23% | -2.58% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.22% | -2.75% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.49% | -0.34% | +80.24% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.02% | -0.51% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.08% | -1.01% | -7.81% | |
| 16 | AON | Aon plc | Stock-Financials | 2.02% | -0.13% | -1.88% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.89% | -0.10% | -1.08% | |
| 18 | NVR | Nvr Inc | Stock-Consumer Disc | 1.83% | -0.01% | -2.83% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.75% | -0.03% | -0.12% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.71% | -0.30% | +0.53% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.69% | +0.85% | +47.32% | |
| 22 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.63% | -0.15% | +220.94% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.60% | -0.05% | -3.00% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | +2.07% | +1.39% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.01% | -6.16% | |
| 26 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.39% | -0.07% | -0.51% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.37% | -0.05% | +1359.25% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 1.37% | -0.51% | -1.10% | |
| 29 | BN | Brookfield CORP | Stock-Financials | 1.28% | -0.04% | +8053.80% | |
| 30 | CB | Chubb Limited | Stock-Financials | 1.26% | -0.01% | -0.94% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.21% | +0.37% | +8.61% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | — | -2.66% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.01% | -6.16% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.03% | — | -0.90% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.01% | — | -2.26% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | +0.20% | +5.00% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | -0.01% | -8.51% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.08% | -0.73% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.70% | -0.70% | EXIT | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.69% | -0.01% | +0.55% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.67% | -0.03% | +5.56% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.02% | +6.55% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.58% | — | +13.25% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | — | +12.97% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +1.90% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.01% | +0.41% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | -0.01% | +12.14% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | +5.74% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.39% | -2.41% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.25% | -0.04% | +3.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | +1.3% | +8053.80% | Add |
| 2 | SHW | Sherwin-williams Co/the | +1.3% | +1359.25% | Add |
| 3 | TBIL | F/m US Treasury 3 Month Bill | +1.1% | +220.94% | Add |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +1.1% | +80.24% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | -2.75% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +1.46% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | -1.57% | Trim |
| 8 | ASML | ASML Holding N.V. | +0.3% | +47.32% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +7.14% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.32% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -1.23% | Trim |
| 12 | NVDA | Nvidia CORP | +0.1% | -0.51% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | -0.12% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.1% | +12.14% | Add |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +5.56% | Add |
| 16 | SAP | Sap Se-sponsored Adr | +0.1% | -0.51% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.00% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.74% | Add |
| 19 | LW | Lamb Weston Holdings Inc | +0.1% | NEW | New buy |
| 20 | SPGI | S&p Global Inc | +0.1% | +150.51% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.90% | Add |
| 22 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 23 | MA | Mastercard Inc - A | 0% | -2.75% | Trim |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +12.97% | Add |
| 25 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 26 | ACN | Accenture plc | 0% | +25.15% | Add |
| 27 | DIS | Walt Disney Co/the | 0% | +29.86% | Add |
| 28 | ARCC | Ares Capital CORP | 0% | +12.11% | Add |
| 29 | CAG | Conagra Brands Inc | 0% | NEW | New buy |
| 30 | WFC | Wells Fargo & Co | 0% | +29.80% | Add |
| 31 | CME | Cme Group Inc | 0% | -1.10% | Trim |
| 32 | OWL | Blue Owl Capital Inc | 0% | +1.11% | Add |
| 33 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
| 34 | BDX | Becton Dickinson And Co | 0% | NEW | New buy |
| 35 | PCAR | Paccar Inc | 0% | NEW | New buy |
| 36 | USB | US Bancorp | 0% | +186.50% | Add |
| 37 | UBER | Uber Technologies Inc | 0% | +245.99% | Add |
| 38 | EMR | Emerson Electric Co | 0% | +38.43% | Add |
| 39 | COP | Conocophillips | 0% | NEW | New buy |
| 40 | PJP | Invesco Pharmaceuticals ETF | 0% | NEW | New buy |
| 41 | HERD | Pacer Cash Cows Fund Of Fund | 0% | NEW | New buy |
| 42 | NEE | Nextera Energy Inc | 0% | NEW | New buy |
| 43 | GE | General Electric | 0% | NEW | New buy |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.39% | Add |
| 45 | ABBV | Abbvie Inc | 0% | +24.01% | Add |
| 46 | COST | Costco Wholesale CORP | 0% | +12.12% | Add |
| 47 | SPGP | Invesco S&p 500 Garp ETF | 0% | +61.56% | Add |
| 48 | NN | Nextnav Inc | 0% | +11.24% | Add |
| 49 | BROS | Dutch Bros Inc-class A | 0% | NEW | New buy |
| 50 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.4B across 257 disclosed positions in Q4 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.
Top New Position Initiated
LW
市值: $1.2M
Top Position Liquidated / Trimmed
SCTXX
前期市值: $4.9M
During Q4 2024, Obermeyer Wealth Partners's top holdings by market value included BRK-B (5.6%)、QUAL (4.9%)、AAPL (4.8%). The largest single position, BRK-B, represented 5.6% of total portfolio value.
In Q4 2024, Obermeyer Wealth Partners made 181 total portfolio adjustments, initiating 17 new buys, adding to 79 positions, trimming 67 holdings, and fully liquidating 18 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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