Obermeyer Wealth Partners
Q1 2025 13F Holdings
- Locationaspen, CO
- Num holdings
262
- Value ($000)
$1,874,373
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001349654
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $125.72M | 7 % | 236,055 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $93.08M | 5 % | 544,691 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $79.79M | 4 % | 212,557 | ||
AAPL APPLE INC | COM | 037833100 | $79.67M | 4 % | 358,645 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $77.55M | 4 % | 881,212 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $76.93M | 4 % | 149,699 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $68.46M | 4 % | 124,891 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $62.81M | 3 % | 402,035 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $62.25M | 3 % | 1,227,593 | ||
AMZN AMAZON COM INC | COM | 023135106 | $51.25M | 3 % | 269,366 |
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