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CIK: 0000822581
Total reported value
$9.4B
$9.4B
1564 檔
9.4%
As reported in its official Q1 2025 Form 13F filing, Oppenheimer & Co Inc's tracked investment portfolio stood at $9.4B with 1564 total positions.
In Q1 2025, Oppenheimer & Co Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1564 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.50% | -1.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.82% | +0.08% | +3.89% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.11% | +0.81% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.06% | +3.00% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.06% | +1.56% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.22% | +2.69% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.02% | +8.98% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.20% | -2.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.20% | +3.03% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.05% | +14.25% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.17% | -0.83% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.01% | +2.07% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.01% | +1.74% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.18% | +0.93% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.13% | -5.95% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.10% | -1.42% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.04% | +3.77% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.11% | -1.17% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | -0.02% | +3.94% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.05% | +21.01% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.03% | +1.53% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | — | +11.66% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.01% | -4.97% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.06% | -2.01% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | -0.03% | +2.53% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.03% | -1.20% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.02% | +7.42% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.19% | -8.71% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.49% | -0.13% | +1.36% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.03% | +1.83% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.08% | -5.63% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.12% | +8.50% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.16% | +3.41% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.05% | -2.06% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.13% | -34.57% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.12% | +6.27% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.10% | -0.09% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.02% | -12.74% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | +4.30% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.16% | -4.45% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.38% | -0.05% | -6.80% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.05% | -3.87% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.03% | -2.30% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | -0.02% | +12.93% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.04% | +1.30% | |
| 46 | KKR | Kkr & Co Inc | Stock-Financials | 0.34% | -0.04% | -4.73% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.34% | -0.07% | -35.52% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | +0.05% | +7.24% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.33% | -0.07% | +0.46% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.32% | +0.04% | -8.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | WMT | Walmart Inc | — | NEW | New buy |
| 19 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 21 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 22 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 23 | TSLA | Tesla Inc | — | NEW | New buy |
| 24 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 26 | AMGN | Amgen Inc | — | NEW | New buy |
| 27 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 28 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 29 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 30 | ABBV | Abbvie Inc | — | NEW | New buy |
| 31 | PWR | Quanta Services Inc | — | NEW | New buy |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 36 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 37 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 39 | MA | Mastercard Inc - A | — | NEW | New buy |
| 40 | NFLX | Netflix Inc | — | NEW | New buy |
| 41 | WM | Waste Management Inc | — | NEW | New buy |
| 42 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 43 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 45 | ACN | Accenture plc | — | NEW | New buy |
| 46 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 47 | T | At&t Inc | — | NEW | New buy |
| 48 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 49 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 50 | C | Citigroup Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Oppenheimer & Co Inc reported a total U.S. public equity portfolio value of $9.4B across 1564 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 MSFT, AAPL, NVDA) accounted for 9.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $261.6M
During Q1 2025, Oppenheimer & Co Inc's top holdings by market value included MSFT (4.0%)、AAPL (3.8%)、NVDA (2.1%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q1 2025, Oppenheimer & Co Inc made 50 total portfolio adjustments, initiating 50 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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