What Wally Obermeyer Bought in Q1 2025

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

Period: 2025-03-31 · Filed · Historical

$1.87B

Total Value

262

Holdings

23

New Buys

115

Reduced

In Q1 2025, Wally Obermeyer reported 262 long equity positions worth $1.87B in their Obermeyer Wealth Partners 13F filing, including 23 new positions (largest: ATMOS ENERGY CORP at $2.2M) and 87 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1BRK.BBerkshire Hathaway Inc. Class B236055$125.7M6.71%-1.1%
2QUALISHARES TR544691$93.1M4.97%+3.3%
3MSFTMICROSOFT CORP212557$79.8M4.26%-1.5%
4AAPLAPPLE INC358645$79.7M4.25%-1.6%
5MOATVANECK ETF TRUST881212$77.5M4.14%+3.5%
6VOOVanguard S&P 500 ETF149699$76.9M4.10%+3.6%
7MAMASTERCARD INCORPORATED124891$68.5M3.65%-2.6%
8GOOGALPHABET INC402035$62.8M3.35%-1.7%
9JAAAJANUS DETROIT STR TR1227593$62.3M3.32%30.2%
10AMZNAMAZON COM INC269366$51.2M2.73%-1.5%
11TBILRBB FD INC929700$46.5M2.48%+48.0%
12METAMETA PLATFORMS INC79226$45.7M2.44%-3.8%
13TSMTAIWAN SEMICONDUCTOR MFG LTD268976$44.7M2.38%-4.5%
14AONAON PLC104919$41.9M2.23%-2.9%
15UNHUNITEDHEALTH GROUP INC75902$39.8M2.12%-3.9%
16RTXRTX CORPORATION278582$36.9M1.97%-2.0%
17NVDANVIDIA CORPORATION330730$35.8M1.91%+3.6%
18AVGOBROADCOM INC208191$34.9M1.86%+0.4%
19HDHOME DEPOT INC89386$32.8M1.75%-4.0%
20WMTWALMART INC366117$32.1M1.71%-1.3%
21NVRNVR INC4136$30.0M1.60%-3.5%
22ASMLASML HOLDING N V44775$29.7M1.58%-4.2%
23CMECME GROUP INC111533$29.6M1.58%-1.6%
24VTIVanguard Total Stock Market ETF105093$28.9M1.54%+4.3%
25SAPSAP SE106724$28.6M1.53%-1.2%
26SPTSSPDR SER TR642354$26.2M1.40%-6.0%
27SHWSHERWIN WILLIAMS CO73861$25.8M1.38%-4.8%
28DEDEERE & CO54835$25.7M1.37%+75.3%
29CBCHUBB LIMITED83833$25.3M1.35%-4.0%
30PGPROCTER AND GAMBLE CO132833$22.6M1.21%-2.5%
31BNBROOKFIELD CORP429266$22.5M1.20%+0.7%
32JNJJOHNSON & JOHNSON134091$22.2M1.19%-4.1%
33TXNTEXAS INSTRS INC121061$21.8M1.16%-2.5%
34NEE-PSNEXTERA ENERGY INC295584$21.0M1.12%7157.2%
35XOMEXXON MOBIL CORP175508$20.9M1.11%+17.2%
36CMCSAComcast Corporation490259$18.1M0.97%-4.9%
37QQQInvesco QQQ Trust (Nasdaq-100)37362$17.5M0.93%+3.6%
38BRK.ABerkshire Hathaway Inc. Class A19$15.2M0.81%
39LMBSFIRST TR EXCHANGE-TRADED FD299089$14.7M0.78%+7.9%
40MRKMERCK & CO INC161286$14.5M0.77%-2.5%
41LLYELI LILLY & CO16696$13.8M0.74%+5.1%
42VCSHVANGUARD SCOTTSDALE FDS129354$10.2M0.54%+15.6%
43SPYSPDR S&P 500 ETF17263$9.7M0.52%+28.3%
44NVONOVO-NORDISK A S136174$9.5M0.50%+4.7%
45VVISA INC24624$8.6M0.46%+1.8%
46JPMJPMORGAN CHASE & CO.33235$8.2M0.43%-4.0%
47VEAVanguard FTSE Developed Markets ETF158162$8.0M0.43%+6.5%
48GOOGLALPHABET INC42624$6.6M0.35%+10.9%
49ABBVABBVIE INC23809$5.0M0.27%+2.7%
50LOWLOWES COS INC18892$4.4M0.24%-4.3%
51ARCCARES CAPITAL CORP164456$3.6M0.19%-6.0%
52GLDSPDR Gold Shares11632$3.4M0.18%-0.4%
53WMWASTE MGMT INC DEL13825$3.2M0.17%-0.1%
54ACNACCENTURE PLC IRELAND10018$3.1M0.17%21.3%
55COSTCOSTCO WHSL CORP NEW3149$3.0M0.16%+13.5%
56IEVISHARES TR50000$2.9M0.16%-9.1%
57ETNEATON CORP PLC10702$2.9M0.16%13.0%
58WSOWATSCO INC5443$2.8M0.15%-0.1%
59VVVANGUARD INDEX FDS10489$2.7M0.14%-0.1%
60VYMVanguard High Dividend Yield ETF19989$2.6M0.14%+8.7%
61UNPUNION PAC CORP9929$2.3M0.13%+-19.9%
62MCDMCDONALDS CORP7352$2.3M0.12%+11.6%
63EPDENTERPRISE PRODS PARTNERS L65653$2.2M0.12%+29.9%
64CNQCANADIAN NAT RES LTD71240$2.2M0.12%+0.0%
65ATOATMOS ENERGY CORP14184$2.2M0.12%NEW
66IVViShares Core S&P 500 ETF3887$2.2M0.12%-16.0%
67OWLBLUE OWL CAPITAL INC108479$2.2M0.12%-18.2%
68KOCOCA COLA CO29698$2.1M0.11%-7.3%
69OBDCBLUE OWL CAPITAL CORPORATION144410$2.1M0.11%-0.9%
70ADIANALOG DEVICES INC10188$2.1M0.11%5.5%
71VICIVICI PPTYS INC59965$2.0M0.10%-2.9%
72SYYSYSCO CORP25974$1.9M0.10%-5.7%
73IJRISHARES TR18510$1.9M0.10%+8.8%
74MPLXPMPLX LP35181$1.9M0.10%+18.4%
75SPGIS&P GLOBAL INC3705$1.9M0.10%+1.1%
76ABTABBOTT LABS13885$1.8M0.10%-3.0%
77AXPAMERICAN EXPRESS CO6104$1.6M0.09%-4.5%
78BTIBRITISH AMERN TOB PLC37545$1.6M0.08%-1.6%
79ORCLORACLE CORP10824$1.5M0.08%-93.4%
80DISDISNEY WALT CO14690$1.4M0.08%-3.6%
81SHELSHELL PLC19535$1.4M0.08%+1.0%
82CTVACORTEVA INC22591$1.4M0.08%-28.2%
83AMGNAMGEN INC4529$1.4M0.08%+5.6%
84TJXTJX COS INC NEW11266$1.4M0.07%-5.0%
85IWFISHARES TR3565$1.3M0.07%+27.0%
86CRMSALESFORCE INC4700$1.3M0.07%-9.0%
87EEMiShares MSCI Emerging Markets ETF27559$1.2M0.06%+4.5%
88WFCWELLS FARGO CO NEW15862$1.1M0.06%-11.3%
89ETENERGY TRANSFER L P60674$1.1M0.06%+44.6%
90CVXCHEVRON CORP NEW6651$1.1M0.06%+0.8%
91PBRAPETROLEO BRASILEIRO SA PETRO84274$1.1M0.06%-0.3%
92DDDUPONT DE NEMOURS INC14496$1.1M0.06%-9.3%
93SYKSTRYKER CORPORATION2896$1.1M0.06%+9.0%
94AERAERCAP HOLDINGS NV10000$1.0M0.05%
95EQIXEQUINIX INC1251$1.0M0.05%-0.4%
96AMATAPPLIED MATLS INC7020$1.0M0.05%-0.2%
97DHID R HORTON INC7905$1.0M0.05%
98EEMiShares MSCI Emerging Markets ETF5028$1.0M0.05%-16.9%
99IDXXIDEXX LABS INC2386$1.0M0.05%-8.0%
100ETVEATON VANCE TAX-MANAGED BUY-75280$994K0.05%-24.2%
101MSIMOTOROLA SOLUTIONS INC2236$979K0.05%-34.2%
102RSPINVESCO EXCHANGE TRADED FD T5614$973K0.05%+0.4%
103VTVVANGUARD INDEX FDS5592$966K0.05%+34.1%
104EMREMERSON ELEC CO8783$963K0.05%+8.2%
105DFACDIMENSIONAL ETF TRUST28757$949K0.05%
106WECWEC ENERGY GROUP INC8186$892K0.05%+1.0%
107APDAIR PRODS & CHEMS INC3013$889K0.05%-10.4%
108IWRISHARES TR10394$884K0.05%+0.9%
109NOMDNOMAD FOODS LTD44000$865K0.05%NEW
110RYROYAL BK CDA7611$858K0.05%
111LYBLYONDELLBASELL INDUSTRIES N12000$845K0.05%-0.4%
112HONHONEYWELL INTL INC3982$843K0.04%+118.8%
113PFEPFIZER INC33208$841K0.04%+7.3%
114BMYBristol-Myers Squibb13090$798K0.04%+28.5%
115RWJINVESCO EXCH TRADED FD TR II18909$770K0.04%-10.1%
116PANWPALO ALTO NETWORKS INC4480$764K0.04%+44.8%
117CORCENCORA INC2724$758K0.04%+1.3%
118PEPPEPSICO INC5048$757K0.04%-1.2%
119BLKBLACKROCK INC776$734K0.04%+19.8%
120RWLINVESCO EXCH TRADED FD TR II7362$731K0.04%-2.0%
121ADPAUTOMATIC DATA PROCESSING IN2278$696K0.04%
122MRVLMARVELL TECHNOLOGY INC11227$691K0.04%-11.9%
123WPCWP CAREY INC10881$687K0.04%-1.5%
124NFLXNETFLIX INC732$683K0.04%+5.9%
125PBRPETROLEO BRASILEIRO SA PETRO47436$680K0.04%
126CSCOCISCO SYS INC10744$663K0.04%+3.1%
127VZVERIZON COMMUNICATIONS INC14591$662K0.04%-2.4%
128APOAPOLLO GLOBAL MGMT INC4772$653K0.03%-0.1%
129CATCATERPILLAR INC1969$649K0.03%196.1%
130ALL-PJALLSTATE CORP3103$643K0.03%+0.1%
131MDLZMondelez International8943$607K0.03%+11.6%
132AJGGALLAGHER ARTHUR J & CO1741$601K0.03%-3.4%
133MDYSPDR S&P MIDCAP 400 ETF TR1125$600K0.03%-1.8%
134IBMINTERNATIONAL BUSINESS MACHS2408$599K0.03%+58.2%
135LMTLOCKHEED MARTIN CORP1326$592K0.03%-96.7%
136XLKTechnology Select Sector SPDR2804$579K0.03%+0.2%
137TMOTHERMO FISHER SCIENTIFIC INC1151$573K0.03%-4.1%
138IWDISHARES TR2966$558K0.03%+5.7%
139IWBISHARES TR1810$555K0.03%NEW
140PMPHILIP MORRIS INTL INC3473$551K0.03%+0.8%
141PFGPRINCIPAL FINANCIAL GROUP IN6526$551K0.03%-31.4%
142SCHDSCHWAB STRATEGIC TR19569$547K0.03%+54.5%
143SPGPINVESCO EXCHANGE TRADED FD T5451$544K0.03%-33.4%
144ADBEADOBE INC1414$542K0.03%-8.1%
145CITHE CIGNA GROUP1646$542K0.03%-1.1%
146JAVAJ P MORGAN EXCHANGE TRADED F8372$532K0.03%
147VUGVANGUARD INDEX FDS1405$521K0.03%+19.2%
148XLEEnergy Select Sector SPDR5566$520K0.03%
149STIPISHARES TR4969$514K0.03%-16.9%
150WMBWILLIAMS COS INC8386$501K0.03%+117.7%
151GEGE AEROSPACE2498$500K0.03%+43.3%
152SPIBSPDR SER TR14960$497K0.03%
153KKRKKR & CO INC4249$491K0.03%-28.7%
154HSYHERSHEY CO2860$489K0.03%-1.0%
155GLWCORNING INC10547$483K0.03%+0.1%
156WELLWELLTOWER INC3127$479K0.03%-29.8%
157CCICROWN CASTLE INC4569$476K0.03%-42.7%
158NOWSERVICENOW INC597$475K0.03%+75.6%
159SHOPSHOPIFY INC4863$464K0.02%-8.4%
160CLCOLGATE PALMOLIVE CO4801$450K0.02%-10.5%
161SOXXISHARES TR2384$449K0.02%
162BDXBECTON DICKINSON & CO1897$435K0.02%
163INTUINTUIT707$434K0.02%-0.3%
164VWOVanguard FTSE Emerging Markets ETF9494$430K0.02%
165VBVANGUARD INDEX FDS1899$421K0.02%
166FISVFISERV INC1907$421K0.02%-26.1%
167IAUiShares Gold Trust7133$421K0.02%
168DOWDOW INC11896$415K0.02%-12.7%
169BXBLACKSTONE INC2950$412K0.02%+0.1%
170MOALTRIA GROUP INC6848$411K0.02%-14.2%
171DOCUDOCUSIGN INC5000$407K0.02%
172GRBKGREEN BRICK PARTNERS INC6975$407K0.02%
173SYLDCAMBRIA ETF TR6363$406K0.02%-14.2%
174SCHGSCHWAB STRATEGIC TR16040$402K0.02%NEW
175SBUXSTARBUCKS CORP4095$402K0.02%-0.5%
176TROWPRICE T ROWE GROUP INC4326$397K0.02%
177PCARPACCAR INC4074$397K0.02%-0.2%
178SNPSSYNOPSYS INC890$382K0.02%
179DVYISHARES TR2819$379K0.02%-0.5%
180PIPRPIPER SANDLER COMPANIES1469$364K0.02%
181TRVTRAVELERS COMPANIES INC1346$356K0.02%
182PSXPHILLIPS 662876$355K0.02%+0.7%
183TSLATESLA INC1353$351K0.02%+6.6%
184VCITVANGUARD SCOTTSDALE FDS4246$347K0.02%-0.7%
185SRESEMPRA4858$347K0.02%-11.3%
186SDYSPDR SER TR2550$346K0.02%NEW
187COPCONOCOPHILLIPS3252$342K0.02%+0.1%
188IGSBISHARES TR6509$341K0.02%+0.0%
189AAGILENT TECHNOLOGIES INC2870$336K0.02%+42.8%
190XELLLXCEL ENERGY INC4736$335K0.02%+29.5%
191IEFAISHARES TR4399$333K0.02%-2.8%
192BA-PABOEING CO1930$329K0.02%NEW
193AWKAmerican Water Works2204$325K0.02%-29.3%
194GILDGILEAD SCIENCES INC2894$324K0.02%NEW
195PJPINVESCO EXCHANGE TRADED FD T3700$320K0.02%
196KRKROGER CO4729$320K0.02%-6.3%
197ZTSZOETIS INC1932$318K0.02%+11.3%
198MDTMEDTRONIC PLC3487$313K0.02%-43.3%
199IGIBISHARES TR5960$313K0.02%
200CBRECBRE GROUP INC2366$309K0.02%
201NNNEXTNAV INC25121$306K0.02%+10.7%
202SPLGSPDR SER TR1885$303K0.02%
203GSGOLDMAN SACHS GROUP INC554$303K0.02%+51.8%
204GWWGRAINGER W W INC306$303K0.02%+17.2%
205ICEIntercontinental Exchange1741$300K0.02%-5.7%
206BNLBROADSTONE NET LEASE INC17589$300K0.02%-24.6%
207DKNGDRAFTKINGS INC NEW8930$297K0.02%+3.4%
208DOVDOVER CORP1668$293K0.02%+42.8%
209TGTTARGET CORP2762$288K0.02%+0.2%
210NSCNORFOLK SOUTHN CORP1203$285K0.02%-1.8%
211BROSDUTCH BROS INC4610$285K0.02%
212FDXFEDEX CORP1155$282K0.02%-0.2%
213GDGENERAL DYNAMICS CORP1013$276K0.01%4.1%
214MSMORGAN STANLEY2364$276K0.01%+12.0%
215LINLINDE PLC586$273K0.01%-23.6%
216TELTE CONNECTIVITY PLC1898$268K0.01%-34.8%
217YUMYUM BRANDS INC1691$266K0.01%NEW
218IJHISHARES TR4519$264K0.01%NEW
219ESGVVANGUARD WORLD FD2635$258K0.01%+9.7%
220DLR-PLDIGITAL RLTY TR INC1753$251K0.01%+0.2%
221MUBISHARES TR2373$250K0.01%NEW
222MRSHMARSH & MCLENNAN COS INC1024$250K0.01%-2.1%
223BFAMBRIGHT HORIZONS FAM SOL IN D1964$250K0.01%-3.8%
224SCHCSCHWAB STRATEGIC TR6898$248K0.01%
225PWRQUANTA SVCS INC973$247K0.01%+1.9%
226DIASPDR DOW JONES INDL AVERAGE587$246K0.01%
227KMBKIMBERLY-CLARK CORP1732$246K0.01%-6.7%
228SCHWSCHWAB CHARLES CORP3113$244K0.01%-39.1%
229BLDRBUILDERS FIRSTSOURCE INC1940$242K0.01%+0.1%
230PGRPROGRESSIVE CORP856$242K0.01%NEW
231DHRDANAHER CORPORATION1177$241K0.01%-41.5%
232SPSBSPDR SER TR7984$240K0.01%
233FNDFLOOR & DECOR HLDGS INC2925$235K0.01%
234ICLNISHARES TR20420$233K0.01%+4.8%
235SLVSPDR Silver Shares7514$233K0.01%+-53.2%
236RACEFERRARI N V543$232K0.01%+8.4%
237BACBANK AMERICA CORP5547$231K0.01%-15.8%
238IXUSISHARES TR3289$230K0.01%+0.5%
239QCOMQUALCOMM INC1464$225K0.01%NEW
240AZOAUTOZONE INC59$225K0.01%NEW
241DUKBDUKE ENERGY CORP NEW1824$222K0.01%NEW
242EFVISHARES TR3761$222K0.01%NEW
243COWZPACER FDS TR4018$220K0.01%+6.9%
244AMDADVANCED MICRO DEVICES INC2112$217K0.01%NEW
245ISRGIntuitive Surgical437$216K0.01%+4.0%
246IOOISHARES TR2237$215K0.01%-41.9%
247BAC-PLBANK AMERICA CORP172$212K0.01%
248OVVOVINTIV INC4951$212K0.01%NEW
249SCHASCHWAB STRATEGIC TR8954$210K0.01%
250HDVISHARES TR1718$208K0.01%NEW
251SCHBSCHWAB STRATEGIC TR9600$207K0.01%NEW
252IBITISHARES BITCOIN TRUST ETF4388$205K0.01%
253VXUSVANGUARD STAR FDS3289$204K0.01%NEW
254SJMSMUCKER J M CO1723$204K0.01%NEW
255VIGVanguard Dividend Appreciation ETF1040$202K0.01%-2.0%
256OGCPEMPIRE ST RLTY OP L P10738$90K0.00%
257CLFCLEVELAND-CLIFFS INC NEW10000$82K0.00%
258NNNEXTNAV INC17900$67K0.00%+12.6%
259OPTUALTICE USA INC18000$48K0.00%
260LUCDLUCID DIAGNOSTICS INC13000$19K0.00%NEW
261PAVMPAVMED INC21500$16K0.00%
262PLUGPLUG POWER INC10000$14K0.00%NEW