What Wally Obermeyer Bought in Q1 2024

Obermeyer Wealth Partners · Quarterly 13F recap as filed with the SEC.

Period: 2024-03-31 · Filed · Historical

$1.70B

Total Value

253

Holdings

46

New Buys

69

Reduced

In Q1 2024, Wally Obermeyer reported 253 long equity positions worth $1.70B in their Obermeyer Wealth Partners 13F filing, including 46 new positions (largest: ASML HOLDING N V at $29.6M) and 80 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1BRK.BBerkshire Hathaway Inc. Class B249552$104.9M6.18%-2.1%
2QUALISHARES TR563454$92.6M5.45%+4.0%
3MSFTMICROSOFT CORP220090$92.6M5.45%+1.4%
4GOOGALPHABET INC508938$77.5M4.56%-1.8%
5MOATVANECK ETF TRUST769035$69.1M4.07%+9.5%
6MAMASTERCARD INCORPORATED135723$65.4M3.85%-1.2%
7AAPLAPPLE INC370754$63.6M3.75%+0.4%
8VOOVanguard S&P 500 ETF117023$56.3M3.31%18.4%
9CRMSALESFORCE INC171136$51.5M3.04%-2.4%
10AMZNAMAZON COM INC281609$50.8M2.99%-0.9%
11UNHUNITEDHEALTH GROUP INC87804$43.4M2.56%+4.0%
12METAMETA PLATFORMS INC84548$41.1M2.42%-1.7%
13TSMTAIWAN SEMICONDUCTOR MFG LTD300173$40.8M2.41%+6.8%
14NVRNVR INC4766$38.6M2.27%-0.4%
15HDHOME DEPOT INC98900$37.9M2.23%-0.6%
16AONAON PLC112774$37.6M2.22%-31.9%
17LMTLOCKHEED MARTIN CORP75119$34.2M2.01%+1.7%
18SPTSSPDR SER TR756957$32.6M1.92%+-28.7%
19MCDMCDONALDS CORP112624$31.8M1.87%-30.3%
20ASMLASML HOLDING N V30463$29.6M1.74%NEW
21AVGOBROADCOM INC21608$28.6M1.69%+1456.8%
22RTXRTX CORPORATION287381$28.0M1.65%+11.0%
23UNPUNION PAC CORP111369$27.4M1.61%-0.5%
24JNJJOHNSON & JOHNSON165338$26.2M1.54%-4.5%
25IGSBISHARES TR487848$25.0M1.47%-5.2%
26CMECME GROUP INC114192$24.6M1.45%NEW
27VTIVanguard Total Stock Market ETF93654$24.3M1.43%+4.3%
28MRKMERCK & CO INC184316$24.3M1.43%+6.9%
29ORCLORACLE CORP186631$23.4M1.38%+10.0%
30CMCSAComcast Corporation539470$23.4M1.38%+9.5%
31ADBEADOBE INC42835$21.6M1.27%-0.6%
32CVXCHEVRON CORP NEW127884$20.2M1.19%-1.5%
33XOMEXXON MOBIL CORP167007$19.4M1.14%+9.6%
34PEPPEPSICO INC108739$19.0M1.12%-2.6%
35NVDANVIDIA CORPORATION19024$17.2M1.01%-14.3%
36LMBSFIRST TR EXCHANGE-TRADED FD316106$15.3M0.90%-3.2%
37QQQInvesco QQQ Trust (Nasdaq-100)33853$15.0M0.89%+41.2%
38BRK.ABerkshire Hathaway Inc. Class A19$12.1M0.71%
39VCSHVANGUARD SCOTTSDALE FDS107119$8.3M0.49%-2.7%
40VEAVanguard FTSE Developed Markets ETF149452$7.5M0.44%+1.9%
41SPYSPDR S&P 500 ETF12635$6.6M0.39%-3.1%
42JPMJPMORGAN CHASE & CO32973$6.6M0.39%+73.9%
43VVISA INC19749$5.5M0.32%+61.1%
44GOOGLALPHABET INC33973$5.1M0.30%-2.1%
45LOWLOWES COS INC19454$5.0M0.29%+85.5%
46AVDLAVADEL PHARMACEUTICALS PLC279494$4.7M0.28%NEW
47IEVISHARES TR60000$3.3M0.20%NEW
48ETNEATON CORP PLC10538$3.3M0.19%NEW
49ABBVABBVIE INC18073$3.3M0.19%+72.8%
50OWLBLUE OWL CAPITAL INC168212$3.2M0.19%NEW
51WMWASTE MGMT INC DEL13686$2.9M0.17%NEW
52ARCCARES CAPITAL CORP138704$2.9M0.17%200.6%
53TBILRBB FD INC57089$2.9M0.17%NEW
54ABTABBOTT LABS24084$2.7M0.16%+62.6%
55CCICROWN CASTLE INC24589$2.6M0.15%150.3%
56NVONOVO-NORDISK A S19702$2.5M0.15%NEW
57VVVANGUARD INDEX FDS10504$2.5M0.15%
58CBCHUBB LIMITED9670$2.5M0.15%+116.1%
59SCTXXSCHWAB CHARLES FAMILY FD2470000$2.5M0.15%NEW
60CITHE CIGNA GROUP6767$2.5M0.14%+391.4%
61GLDSPDR Gold Shares11155$2.3M0.14%+3.1%
62PGPROCTER AND GAMBLE CO14019$2.3M0.13%+1.5%
63IVViShares Core S&P 500 ETF4231$2.2M0.13%-6.9%
64SYYSYSCO CORP27126$2.2M0.13%NEW
65VYMVanguard High Dividend Yield ETF17929$2.2M0.13%+5.7%
66MCHPPMICROCHIP TECHNOLOGY INC.23316$2.1M0.12%NEW
67KOCOCA COLA CO33130$2.0M0.12%-0.8%
68IDXXIDEXX LABS INC3740$2.0M0.12%-14.5%
69IRMIRON MTN INC DEL25066$2.0M0.12%NEW
70ADIANALOG DEVICES INC10050$2.0M0.12%-8.2%
71CNQCANADIAN NAT RES LTD25552$2.0M0.11%NEW
72IJRISHARES TR17111$1.9M0.11%+0.9%
73VICIVICI PPTYS INC62546$1.9M0.11%
74OBDCBLUE OWL CAPITAL CORPORATION120427$1.9M0.11%NEW
75EPDENTERPRISE PRODS PARTNERS L56605$1.7M0.10%+2.6%
76LYBLYONDELLBASELL INDUSTRIES N15552$1.6M0.09%NEW
77AXPAMERICAN EXPRESS CO6910$1.6M0.09%+0.2%
78CTVACORTEVA INC27270$1.6M0.09%
79COSTCOSTCO WHSL CORP NEW2068$1.5M0.09%+3.1%
80DISDISNEY WALT CO11835$1.4M0.09%+0.0%
81AMATAPPLIED MATLS INC7002$1.4M0.09%-3.3%
82PAYXPAYCHEX INC10808$1.3M0.08%NEW
83BEPCBROOKFIELD RENEWABLE CORP53520$1.3M0.08%-5.9%
84DHID R HORTON INC7905$1.3M0.08%+0.1%
85NXPINXP SEMICONDUCTORS N V5242$1.3M0.08%NEW
86MPLXPMPLX LP30662$1.3M0.08%
87MSIMOTOROLA SOLUTIONS INC3398$1.2M0.07%+0.2%
88PBRAPETROLEO BRASILEIRO SA PETRO80599$1.2M0.07%NEW
89SHELSHELL PLC17822$1.2M0.07%294.7%
90EEMiShares MSCI Emerging Markets ETF5623$1.2M0.07%+0.9%
91AMGNAMGEN INC4085$1.2M0.07%-0.0%
92TJXTJX COS INC NEW11384$1.2M0.07%+1.6%
93EEMiShares MSCI Emerging Markets ETF27443$1.1M0.07%+4.1%
94IWFISHARES TR3109$1.0M0.06%-2.5%
95DOVDOVER CORP5873$1.0M0.06%
96ETVEATON VANCE TAX-MANAGED BUY-80012$1.0M0.06%+18.0%
97DDDUPONT DE NEMOURS INC12596$966K0.06%-5.8%
98EQIXEQUINIX INC1113$918K0.05%+0.1%
99PFEPFIZER INC32717$908K0.05%-8.5%
100MRVLMARVELL TECHNOLOGY INC12749$904K0.05%
101APDAIR PRODS & CHEMS INC3598$872K0.05%-1.7%
102AERAERCAP HOLDINGS NV10000$869K0.05%NEW
103WFCWELLS FARGO CO NEW14209$824K0.05%+12.5%
104PFGPRINCIPAL FINANCIAL GROUP IN9511$821K0.05%
105VZVERIZON COMMUNICATIONS INC19512$819K0.05%-1.6%
106RYROYAL BK CDA7611$768K0.05%
107BTIBRITISH AMERN TOB PLC25000$763K0.04%NEW
108TMOTHERMO FISHER SCIENTIFIC INC1307$760K0.04%+18.0%
109STIPISHARES TR7629$759K0.04%-14.9%
110DOWDOW INC12994$753K0.04%+9.3%
111TMUST-MOBILE US INC4501$735K0.04%NEW
112ADPAUTOMATIC DATA PROCESSING IN2933$733K0.04%+2.3%
113DEDEERE & CO1755$721K0.04%-9.2%
114SRESEMPRA9993$718K0.04%+78.1%
115KKRKKR & CO INC7090$713K0.04%+0.1%
116WMTWALMART INC11758$707K0.04%200.7%
117WECWEC ENERGY GROUP INC8151$669K0.04%
118VTVVANGUARD INDEX FDS4060$661K0.04%+2.3%
119ETENERGY TRANSFER L P41959$660K0.04%
120MDYSPDR S&P MIDCAP 400 ETF TR1178$655K0.04%+0.9%
121MDLZMondelez International8992$629K0.04%-0.6%
122VBVANGUARD INDEX FDS2737$626K0.04%+20.8%
123ACNACCENTURE PLC IRELAND1797$623K0.04%+1.0%
124MDTMEDTRONIC PLC7124$621K0.04%+2.9%
125LLYELI LILLY & CO796$620K0.04%+5.4%
126IWDISHARES TR3436$615K0.04%-2.7%
127WPCWP CAREY INC10881$614K0.04%NEW
128MINTPIMCO ETF TR6022$605K0.04%+-69.7%
129BMYBristol-Myers Squibb11037$599K0.04%-1.3%
130CORCENCORA INC2450$595K0.04%
131EMREMERSON ELEC CO5245$595K0.04%-8.4%
132PBRPETROLEO BRASILEIRO SA PETRO37900$576K0.03%NEW
133XLEEnergy Select Sector SPDR5975$564K0.03%
134XLKTechnology Select Sector SPDR2645$551K0.03%+3.9%
135SOXXISHARES TR2406$544K0.03%273.6%
136APOAPOLLO GLOBAL MGMT INC4779$537K0.03%+0.6%
137ALL-PJALLSTATE CORP3100$536K0.03%
138TROWPRICE T ROWE GROUP INC4326$527K0.03%
139IWRISHARES TR6172$519K0.03%
140STZCONSTELLATION BRANDS INC1874$509K0.03%+3.4%
141TGTTARGET CORP2822$500K0.03%+0.1%
142HSYHERSHEY CO2535$493K0.03%-0.6%
143SNPSSYNOPSYS INC860$492K0.03%+0.1%
144SPIBSPDR SER TR14960$489K0.03%
145BLKBLACKROCK INC580$484K0.03%-4.3%
146CLCOLGATE PALMOLIVE CO5295$477K0.03%-42.4%
147PSXPHILLIPS 662910$475K0.03%+11.9%
148FISVFISERV INC2868$458K0.03%+5.1%
149OXYOCCIDENTAL PETE CORP6940$451K0.03%+13.6%
150ULTAULTA BEAUTY INC856$448K0.03%+0.2%
151AJGGALLAGHER ARTHUR J & CO1737$434K0.03%+0.3%
152IEFAISHARES TR5824$432K0.03%-0.3%
153NKENIKE INC4580$430K0.03%+12.1%
154SPGIS&P GLOBAL INC1002$426K0.03%1.4%
155BACBANK AMERICA CORP11229$426K0.03%18.8%
156GRBKGREEN BRICK PARTNERS INC6975$420K0.02%
157WELLWELLTOWER INC4457$416K0.02%
158BXBLACKSTONE INC3101$407K0.02%-3.4%
159LINLINDE PLC874$406K0.02%+0.7%
160BILSPDR SER TR4400$404K0.02%NEW
161TELTE CONNECTIVITY LTD2777$403K0.02%
162BLDRBUILDERS FIRSTSOURCE INC1920$400K0.02%
163DKNGDRAFTKINGS INC NEW8633$392K0.02%
164CSCOCISCO SYS INC7740$386K0.02%-13.5%
165BNLBROADSTONE NET LEASE INC24400$382K0.02%
166FNDFLOOR & DECOR HLDGS INC2925$379K0.02%
167NFLXNETFLIX INC623$378K0.02%+2.8%
168VWOVanguard FTSE Emerging Markets ETF9030$377K0.02%-1.8%
169SLVSPDR Silver Shares16062$365K0.02%-28.8%
170DGDOLLAR GEN CORP NEW2338$365K0.02%
171SCHWSCHWAB CHARLES CORP4972$360K0.02%+4.7%
172SHOPSHOPIFY INC4650$359K0.02%
173AWKAmerican Water Works2929$358K0.02%
174PTGXPROTAGONIST THERAPEUTICS INC12242$354K0.02%+1.5%
175GLWCORNING INC10734$354K0.02%-0.9%
176DVYISHARES TR2864$353K0.02%
177FIVEFIVE BELOW INC1930$350K0.02%+16.1%
178PMPHILIP MORRIS INTL INC3806$349K0.02%+8.7%
179PANWPALO ALTO NETWORKS INC1223$347K0.02%+1.1%
180NGGNATIONAL GRID PLC5000$341K0.02%NEW
181SCHDSCHWAB STRATEGIC TR4223$341K0.02%-12.8%
182HONHONEYWELL INTL INC1647$338K0.02%+0.5%
183BA-PABOEING CO1739$336K0.02%-49.7%
184FDXFEDEX CORP1157$335K0.02%+2.7%
185ICLNISHARES TR23770$332K0.02%
186IGIBISHARES TR6410$331K0.02%
187INTUINTUIT502$326K0.02%+0.4%
188CIBRFIRST TR EXCHANGE TRADED FD5682$320K0.02%
189INVHINVITATION HOMES INC8961$319K0.02%
190ZTSZOETIS INC1857$314K0.02%-4.0%
191DOCUDOCUSIGN INC5000$298K0.02%
192VCITVANGUARD SCOTTSDALE FDS3686$297K0.02%
193UPSUNITED PARCEL SERVICE INC1979$294K0.02%-46.7%
194AAGILENT TECHNOLOGIES INC2010$292K0.02%
195PIPRPIPER SANDLER COMPANIES1469$292K0.02%
196BF-BBROWN FORMAN CORP5625$290K0.02%
197KRKROGER CO5082$290K0.02%
198DHRDANAHER CORPORATION1144$286K0.02%NEW
199SBUXSTARBUCKS CORP3065$280K0.02%-19.8%
200BNDVanguard Total Bond Market ETF3854$280K0.02%
201SCHGSCHWAB STRATEGIC TR2981$276K0.02%
202WMBWILLIAMS COS INC7029$274K0.02%+-98.7%
203NSCNORFOLK SOUTHN CORP1062$271K0.02%
204CVSCVS HEALTH CORP3382$270K0.02%+9.7%
205EFVISHARES TR4911$267K0.02%+24.6%
206SPLGSPDR SER TR1885$265K0.02%
207DLR-PLDIGITAL RLTY TR INC1815$261K0.02%-11.9%
208AVTRAVANTOR INC10053$257K0.02%NEW
209PLDPROLOGIS INC.1936$252K0.01%-8.4%
210BATRAATLANTA BRAVES HLDGS INC6000$251K0.01%NEW
211NACNUVEEN CA QUALTY MUN INCOME22678$250K0.01%-58.0%
212ELLAUDER ESTEE COS INC1606$248K0.01%NEW
213TXNTEXAS INSTRS INC1418$247K0.01%+0.9%
214SCHCSCHWAB STRATEGIC TR6898$247K0.01%
215GDGENERAL DYNAMICS CORP864$244K0.01%NEW
216CATCATERPILLAR INC662$243K0.01%NEW
217VXUSVANGUARD STAR FDS4005$242K0.01%-6.0%
218KMBKIMBERLY-CLARK CORP1857$240K0.01%-4.8%
219BALLBALL CORP3538$238K0.01%
220SPSBSPDR SER TR7984$238K0.01%
221AMTAMERICAN TOWER CORP NEW1202$238K0.01%+4.6%
222PWRQUANTA SVCS INC900$234K0.01%NEW
223TRVTRAVELERS COMPANIES INC1013$233K0.01%NEW
224CBRECBRE GROUP INC2366$230K0.01%
225ONONON HLDG AG6500$230K0.01%NEW
226BFAMBRIGHT HORIZONS FAM SOL IN D2028$230K0.01%NEW
227ADMARCHER DANIELS MIDLAND CO3637$228K0.01%
228CLFCLEVELAND-CLIFFS INC NEW10000$227K0.01%
229GWWGRAINGER W W INC219$223K0.01%NEW
230XLYConsumer Discretionary Select Sector SPDR1200$221K0.01%NEW
231ICEIntercontinental Exchange1579$217K0.01%NEW
232QSRRESTAURANT BRANDS INTL INC2713$216K0.01%
233SJMSMUCKER J M CO1700$214K0.01%
234VIGVanguard Dividend Appreciation ETF1170$214K0.01%NEW
235SCHASCHWAB STRATEGIC TR4315$212K0.01%
236MOALTRIA GROUP INC4863$212K0.01%-10.0%
237RACEFERRARI N V485$211K0.01%-41.9%
238MRSHMARSH & MCLENNAN COS INC1024$211K0.01%NEW
239IXUSISHARES TR3100$210K0.01%
240USBUS BANCORP DEL4700$210K0.01%-8.8%
241AMDADVANCED MICRO DEVICES INC1160$209K0.01%NEW
242TSLATESLA INC1187$209K0.01%+9.6%
243GMGENERAL MTRS CO4595$208K0.01%NEW
244BPBP PLC5493$207K0.01%NEW
245LHXL3HARRIS TECHNOLOGIES INC969$206K0.01%+-58.8%
246PEGPUBLIC SVC ENTERPRISE GRP IN3075$205K0.01%NEW
247BAC-PLBANK AMERICA CORP172$205K0.01%
248WFC-PLWELLS FARGO CO NEW165$201K0.01%NEW
249OGCPEMPIRE ST RLTY OP L P10738$109K0.01%
250JPCNUVEEN PFD & INCOME OPPORTUN10977$79K0.00%
251MFA-PCMFA FINL INC55000$55K0.00%
252RWTOREDWOOD TRUST INC55000$55K0.00%
253OPTUALTICE USA INC18000$47K0.00%