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CIK: 0001349654
Total reported value
$2.4B
$2.4B
261 檔
18.6%
In Q1 2025, Obermeyer Wealth Partners's U.S. equity holdings reached a combined market value of $2.4B, distributed across 261 disclosed stock positions.
In Q1 2025, Obermeyer Wealth Partners displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.71% | -0.27% | -1.13% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.97% | -0.83% | +3.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.38% | -1.52% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.25% | -0.01% | -1.64% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.14% | -0.08% | +3.50% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.14% | +3.64% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.65% | -0.24% | -2.64% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.35% | +0.37% | -1.67% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.32% | -0.34% | +30.18% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.03% | -1.52% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.48% | -0.15% | +48.04% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.44% | -0.23% | -3.82% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.38% | +0.94% | -4.49% | |
| 14 | AON | Aon plc | Stock-Financials | 2.23% | -0.13% | -2.93% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.12% | -1.01% | -3.89% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.97% | -0.30% | -1.99% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.02% | +3.59% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.22% | +0.38% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.75% | -0.10% | -4.04% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.71% | -0.03% | -1.30% | |
| 21 | NVR | Nvr Inc | Stock-Consumer Disc | 1.60% | -0.01% | -3.48% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.58% | +0.85% | -4.23% | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.58% | -0.51% | -1.65% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.54% | +2.07% | +4.33% | |
| 25 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.53% | -0.07% | -1.25% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.40% | -0.05% | -6.00% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.38% | -0.05% | -4.77% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.37% | -0.01% | +75.31% | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.35% | -0.01% | -4.01% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | — | -2.48% | |
| 31 | BN | Brookfield CORP | Stock-Financials | 1.20% | -0.04% | +0.68% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.01% | -4.14% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | +0.37% | -2.47% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | — | +7157.16% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.08% | +17.22% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.97% | — | -4.94% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | +0.20% | +3.58% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.81% | -0.03% | — | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.78% | -0.70% | EXIT | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.01% | -2.48% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.02% | +5.11% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | — | +15.57% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.01% | +28.25% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.50% | — | +4.67% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | +1.82% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | -4.01% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.39% | +6.52% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.03% | +10.85% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | +2.66% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.24% | -0.04% | -4.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | TBIL | F/m US Treasury 3 Month Bill | — | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 14 | AON | Aon plc | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | RTX | Rtx CORP | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | NEW | New buy |
| 18 | AVGO | Broadcom Inc | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | NVR | Nvr Inc | — | NEW | New buy |
| 22 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 23 | CME | Cme Group Inc | — | NEW | New buy |
| 24 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 25 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 27 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 28 | DE | Deere & Co | — | NEW | New buy |
| 29 | CB | Chubb Limited | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | BN | Brookfield CORP | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 34 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 36 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 37 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 39 | LMBS | First Trust Low Duration Opp | — | NEW | New buy |
| 40 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 41 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 44 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 45 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 46 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 47 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | ABBV | Abbvie Inc | — | NEW | New buy |
| 50 | LOW | Lowe's Cos Inc | — | 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 261 disclosed positions in Q1 2025.
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 18.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $125.7M
During Q1 2025, Obermeyer Wealth Partners's top holdings by market value included BRK-B (6.7%)、QUAL (5.0%)、MSFT (4.3%). The largest single position, BRK-B, represented 6.7% of total portfolio value.
In Q1 2025, Obermeyer Wealth Partners made 200 total portfolio adjustments, initiating 200 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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