Obermeyer Wealth Partners
Q4 2024 13F Holdings
- Locationaspen, CO
- Num holdings
258
- Value ($000)
$1,920,056
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $108.22M | 6 % | 238,750 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $93.93M | 5 % | 527,450 | ||
AAPL APPLE INC | COM | 037833100 | $91.31M | 5 % | 364,614 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $90.98M | 5 % | 215,839 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $78.95M | 4 % | 851,412 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $77.87M | 4 % | 408,875 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $77.83M | 4 % | 144,448 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $67.55M | 4 % | 128,280 | ||
AMZN AMAZON COM INC | COM | 023135106 | $60.01M | 3 % | 273,515 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $55.62M | 3 % | 281,622 |
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