What Wally Obermeyer Bought in Q4 2024

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

Period: 2024-12-31 · Filed · Historical

$1.92B

Total Value

258

Holdings

17

New Buys

77

Reduced

In Q4 2024, Wally Obermeyer reported 258 long equity positions worth $1.92B in their Obermeyer Wealth Partners 13F filing, including 17 new positions (largest: LAMB WESTON HLDGS INC at $1.2M) and 107 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1BRK.BBerkshire Hathaway Inc. Class B238750$108.2M5.64%-1.4%
2QUALISHARES TR527450$93.9M4.89%-7.8%
3AAPLAPPLE INC364614$91.3M4.76%-1.2%
4MSFTMICROSOFT CORP215839$91.0M4.74%-0.4%
5MOATVANECK ETF TRUST851412$78.9M4.11%+3.7%
6GOOGALPHABET INC408875$77.9M4.06%+1.5%
7VOOVanguard S&P 500 ETF144448$77.8M4.05%+7.1%
8MAMASTERCARD INCORPORATED128280$67.5M3.52%-2.8%
9AMZNAMAZON COM INC273515$60.0M3.13%-1.6%
10TSMTAIWAN SEMICONDUCTOR MFG LTD281622$55.6M2.90%-3.3%
11METAMETA PLATFORMS INC82373$48.2M2.51%-2.6%
12AVGOBROADCOM INC207413$48.1M2.50%-2.7%
13JAAAJANUS DETROIT STR TR943003$47.8M2.49%+80.2%
14NVDANVIDIA CORPORATION319267$42.9M2.23%-0.5%
15UNHUNITEDHEALTH GROUP INC78976$40.0M2.08%-7.8%
16AONAON PLC108090$38.8M2.02%-1.9%
17HDHOME DEPOT INC93147$36.2M1.89%-1.1%
18NVRNVR INC4285$35.0M1.83%-2.8%
19WMTWALMART INC370925$33.5M1.75%-0.1%
20RTXRTX CORPORATION284244$32.9M1.71%+0.5%
21ASMLASML HOLDING N V46752$32.4M1.69%+47.3%
22TBILRBB FD INC627987$31.3M1.63%+220.9%
23SPTSSPDR SER TR683380$30.7M1.60%-3.0%
24VTIVanguard Total Stock Market ETF100736$29.2M1.52%1.4%
25ORCLORACLE CORP165042$27.5M1.43%-6.2%
26SAPSAP SE108070$26.6M1.39%-0.5%
27SHWSHERWIN WILLIAMS CO77559$26.4M1.37%+1359.2%
28CMECME GROUP INC113399$26.3M1.37%-1.1%
29BNBROOKFIELD CORP426362$24.5M1.28%8053.8%
30CBCHUBB LIMITED87334$24.1M1.26%-0.9%
31TXNTEXAS INSTRS INC124128$23.3M1.21%+8.6%
32PGPROCTER AND GAMBLE CO136217$22.8M1.19%-2.7%
33JNJJOHNSON & JOHNSON139876$20.2M1.05%-6.2%
34LMTLOCKHEED MARTIN CORP40735$19.8M1.03%-0.9%
35CMCSAComcast Corporation515716$19.4M1.01%-2.3%
36QQQInvesco QQQ Trust (Nasdaq-100)36071$18.4M0.96%+5.0%
37MRKMERCK & CO INC165381$16.5M0.86%-8.5%
38XOMEXXON MOBIL CORP149731$16.1M0.84%-0.7%
39LMBSFIRST TR EXCHANGE-TRADED FD277124$13.5M0.70%-0.9%
40DEDEERE & CO31278$13.3M0.69%+0.6%
41BRK.ABerkshire Hathaway Inc. Class A19$12.9M0.67%+5.6%
42LLYELI LILLY & CO15885$12.3M0.64%+6.6%
43NVONOVO-NORDISK A S130104$11.2M0.58%+13.2%
44VCSHVANGUARD SCOTTSDALE FDS111924$8.7M0.45%13.0%
45JPMJPMORGAN CHASE & CO.34622$8.3M0.43%+1.9%
46SPYSPDR S&P 500 ETF13460$7.9M0.41%+0.4%
47VVISA INC24184$7.6M0.40%+12.1%
48GOOGLALPHABET INC38451$7.3M0.38%+5.7%
49VEAVanguard FTSE Developed Markets ETF148484$7.1M0.37%-2.4%
50LOWLOWES COS INC19734$4.9M0.25%+3.8%
51ABBVABBVIE INC23192$4.1M0.21%+24.0%
52ARCCARES CAPITAL CORP174913$3.8M0.20%+12.1%
53ETNEATON CORP PLC9468$3.1M0.16%+1.4%
54OWLBLUE OWL CAPITAL INC132685$3.1M0.16%+1.1%
55ACNACCENTURE PLC IRELAND8261$2.9M0.15%+25.1%
56IEVISHARES TR55000$2.9M0.15%
57VVVANGUARD INDEX FDS10504$2.8M0.15%
58GLDSPDR Gold Shares11682$2.8M0.15%-15.3%
59UNPUNION PAC CORP12396$2.8M0.15%+-88.4%
60WMWASTE MGMT INC DEL13845$2.8M0.15%+1.4%
61IVViShares Core S&P 500 ETF4627$2.7M0.14%+1.5%
62WSOWATSCO INC5450$2.6M0.13%+1.4%
63COSTCOSTCO WHSL CORP NEW2775$2.5M0.13%+12.1%
64VYMVanguard High Dividend Yield ETF18392$2.3M0.12%+4.3%
65OBDCBLUE OWL CAPITAL CORPORATION145684$2.2M0.11%+1.2%
66CNQCANADIAN NAT RES LTD71235$2.2M0.11%+1.3%
67SYYSYSCO CORP27544$2.1M0.11%+1.2%
68ADIANALOG DEVICES INC9658$2.1M0.11%+0.9%
69KOCOCA COLA CO32031$2.0M0.10%+0.7%
70IJRISHARES TR17019$2.0M0.10%+0.1%
71MCDMCDONALDS CORP6586$1.9M0.10%-5.9%
72AXPAMERICAN EXPRESS CO6394$1.9M0.10%-5.9%
73SPGIS&P GLOBAL INC3665$1.8M0.10%+150.5%
74VICIVICI PPTYS INC61780$1.8M0.09%
75CTVACORTEVA INC31482$1.8M0.09%+15.8%
76CRMSALESFORCE INC5167$1.7M0.09%-7.2%
77DISDISNEY WALT CO15236$1.7M0.09%+29.9%
78ABTABBOTT LABS14311$1.6M0.08%-39.1%
79EPDENTERPRISE PRODS PARTNERS L50534$1.6M0.08%-8.6%
80MSIMOTOROLA SOLUTIONS INC3398$1.6M0.08%
81TJXTJX COS INC NEW11860$1.4M0.07%-0.0%
82ETVEATON VANCE TAX-MANAGED BUY-99373$1.4M0.07%+-1.4%
83MPLXPMPLX LP29705$1.4M0.07%+0.1%
84MRVLMARVELL TECHNOLOGY INC12749$1.4M0.07%
85BTIBRITISH AMERN TOB PLC38163$1.4M0.07%+1.8%
86EEMiShares MSCI Emerging Markets ETF6048$1.3M0.07%+1.9%
87WFCWELLS FARGO CO NEW17874$1.3M0.07%+29.8%
88DDDUPONT DE NEMOURS INC15985$1.2M0.06%+29.7%
89SHELSHELL PLC19343$1.2M0.06%+0.1%
90EQIXEQUINIX INC1256$1.2M0.06%+0.4%
91LWLAMB WESTON HLDGS INC17596$1.2M0.06%NEW
92AMATAPPLIED MATLS INC7032$1.1M0.06%+0.2%
93IWFISHARES TR2806$1.1M0.06%-3.6%
94AMGNAMGEN INC4289$1.1M0.06%+1.3%
95DHID R HORTON INC7905$1.1M0.06%
96EEMiShares MSCI Emerging Markets ETF26370$1.1M0.06%+0.5%
97IDXXIDEXX LABS INC2593$1.1M0.06%-22.2%
98EMREMERSON ELEC CO8115$1.0M0.05%+38.4%
99PBRAPETROLEO BRASILEIRO SA PETRO84533$1.0M0.05%-3.0%
100DFACDIMENSIONAL ETF TRUST28757$995K0.05%-40.8%
101RSPINVESCO EXCHANGE TRADED FD T5592$980K0.05%+0.9%
102APDAIR PRODS & CHEMS INC3361$975K0.05%-4.8%
103RWJINVESCO EXCH TRADED FD TR II21031$962K0.05%+18.9%
104AERAERCAP HOLDINGS NV10000$957K0.05%
105SYKSTRYKER CORPORATION2657$957K0.05%NEW
106CVXCHEVRON CORP NEW6598$956K0.05%+-94.5%
107RYROYAL BK CDA7611$917K0.05%
108IWRISHARES TR10303$911K0.05%
109LYBLYONDELLBASELL INDUSTRIES N12052$895K0.05%
110KKRKKR & CO INC5956$881K0.05%
111SPGPINVESCO EXCHANGE TRADED FD T8188$859K0.04%+61.6%
112ETENERGY TRANSFER L P41959$822K0.04%
113PFEPFIZER INC30949$821K0.04%-3.6%
114APOAPOLLO GLOBAL MGMT INC4779$789K0.04%
115PEPPEPSICO INC5110$777K0.04%+5.7%
116WECWEC ENERGY GROUP INC8103$762K0.04%
117PFGPRINCIPAL FINANCIAL GROUP IN9511$736K0.04%
118RWLINVESCO EXCH TRADED FD TR II7510$735K0.04%+2.0%
119CCICROWN CASTLE INC7968$723K0.04%-0.1%
120VTVVANGUARD INDEX FDS4170$706K0.04%+2.7%
121ADBEADOBE INC1539$684K0.04%-7.4%
122ADPAUTOMATIC DATA PROCESSING IN2278$667K0.03%-21.5%
123BLKBLACKROCK INC648$664K0.03%NEW
124MDYSPDR S&P MIDCAP 400 ETF TR1146$653K0.03%
125XLKTechnology Select Sector SPDR2799$651K0.03%+1.7%
126UBERUBER TECHNOLOGIES INC10698$645K0.03%246.0%
127TMOTHERMO FISHER SCIENTIFIC INC1200$624K0.03%-11.2%
128USBUS BANCORP DEL13027$623K0.03%186.5%
129CSCOCISCO SYS INC10426$617K0.03%30.7%
130NFLXNETFLIX INC691$616K0.03%+4.9%
131PBRPETROLEO BRASILEIRO SA PETRO47436$610K0.03%+6.5%
132CORCENCORA INC2688$604K0.03%+0.8%
133WPCWP CAREY INC11048$602K0.03%+1.5%
134STIPISHARES TR5980$602K0.03%-7.2%
135VZVERIZON COMMUNICATIONS INC14954$598K0.03%-13.9%
136ALL-PJALLSTATE CORP3100$598K0.03%
137BMYBristol-Myers Squibb10186$576K0.03%-0.0%
138SHOPSHOPIFY INC5307$564K0.03%+7.6%
139PANWPALO ALTO NETWORKS INC3094$563K0.03%+104.8%
140WELLWELLTOWER INC4457$562K0.03%
141DOWDOW INC13632$547K0.03%+14.7%
142FISVFISERV INC2581$530K0.03%-16.2%
143JAVAJ P MORGAN EXCHANGE TRADED F8372$530K0.03%
144CAGCONAGRA BRANDS INC18969$526K0.03%NEW
145IWDISHARES TR2806$519K0.03%-8.5%
146SOXXISHARES TR2384$514K0.03%-0.9%
147TSLATESLA INC1269$512K0.03%+4.3%
148AJGGALLAGHER ARTHUR J & CO1803$512K0.03%+3.8%
149BXBLACKSTONE INC2947$508K0.03%+3.4%
150SYLDCAMBRIA ETF TR7416$508K0.03%+23.8%
151GLWCORNING INC10534$501K0.03%
152MDTMEDTRONIC PLC6146$491K0.03%
153SPIBSPDR SER TR14960$490K0.03%
154TROWPRICE T ROWE GROUP INC4326$489K0.03%-1.1%
155HSYHERSHEY CO2888$489K0.03%+1.0%
156CLCOLGATE PALMOLIVE CO5362$487K0.03%+0.9%
157VUGVANGUARD INDEX FDS1179$484K0.03%35.1%
158SRESEMPRA5479$481K0.03%-2.5%
159MDLZMondelez International8012$479K0.02%-8.3%
160XLEEnergy Select Sector SPDR5566$477K0.02%+11.0%
161DHRDANAHER CORPORATION2012$462K0.02%+25.6%
162CITHE CIGNA GROUP1665$460K0.02%-76.4%
163VBVANGUARD INDEX FDS1899$456K0.02%-28.5%
164DOCUDOCUSIGN INC5000$450K0.02%
165INTUINTUIT709$446K0.02%
166PIPRPIPER SANDLER COMPANIES1469$441K0.02%
167SNPSSYNOPSYS INC890$432K0.02%+3.6%
168BDXBECTON DICKINSON & CO1897$430K0.02%NEW
169PCARPACCAR INC4084$425K0.02%NEW
170SLVSPDR Silver Shares16062$423K0.02%
171VWOVanguard FTSE Emerging Markets ETF9494$418K0.02%+-19.8%
172MOALTRIA GROUP INC7984$417K0.02%+64.8%
173TELTE CONNECTIVITY PLC2913$416K0.02%+4.9%
174PMPHILIP MORRIS INTL INC3444$414K0.02%+0.8%
175HONHONEYWELL INTL INC1820$411K0.02%+5.6%
176BILSPDR SER TR4400$402K0.02%
177GRBKGREEN BRICK PARTNERS INC6975$394K0.02%
178IOOISHARES TR3852$388K0.02%+89.5%
179AWKAmerican Water Works3116$388K0.02%
180SCHWSCHWAB CHARLES CORP5111$378K0.02%
181SBUXSTARBUCKS CORP4116$376K0.02%-3.1%
182TGTTARGET CORP2756$373K0.02%-3.7%
183DVYISHARES TR2834$372K0.02%+0.5%
184BNLBROADSTONE NET LEASE INC23314$370K0.02%-4.5%
185CIBRFIRST TR EXCHANGE TRADED FD5682$361K0.02%
186NOWSERVICENOW INC340$360K0.02%+13.7%
187NNNEXTNAV INC22699$353K0.02%-0.0%
188IAUiShares Gold Trust7133$353K0.02%+68.5%
189SCHDSCHWAB STRATEGIC TR12669$346K0.02%200.0%
190VCITVANGUARD SCOTTSDALE FDS4276$343K0.02%+0.7%
191IGSBISHARES TR6507$336K0.02%-8.9%
192IBMINTERNATIONAL BUSINESS MACHS1522$335K0.02%+41.4%
193FDXFEDEX CORP1157$325K0.02%
194PSXPHILLIPS 662856$325K0.02%+0.2%
195TRVTRAVELERS COMPANIES INC1346$324K0.02%+32.9%
196COPCONOCOPHILLIPS3249$322K0.02%NEW
197DKNGDRAFTKINGS INC NEW8633$321K0.02%
198LINLINDE PLC767$321K0.02%-12.2%
199IEFAISHARES TR4527$318K0.02%+3.1%
200SPLGSPDR SER TR1885$313K0.02%
201CBRECBRE GROUP INC2366$311K0.02%
202DLR-PLDIGITAL RLTY TR INC1750$310K0.02%
203KRKROGER CO5045$309K0.02%
204IGIBISHARES TR5960$307K0.02%
205PJPINVESCO EXCHANGE TRADED FD T3700$306K0.02%NEW
206PWRQUANTA SVCS INC955$302K0.02%+6.1%
207PTLCPACER FDS TR7886$299K0.02%NEW
208NEE-PSNEXTERA ENERGY INC4073$292K0.02%NEW
209FNDFLOOR & DECOR HLDGS INC2925$292K0.02%
210GEGE AEROSPACE1743$291K0.02%NEW
211BACBANK AMERICA CORP6591$290K0.02%+-39.0%
212NSCNORFOLK SOUTHN CORP1225$288K0.01%+3.2%
213INVHINVITATION HOMES INC8961$286K0.01%
214ZTSZOETIS INC1736$283K0.01%+6.4%
215BLDRBUILDERS FIRSTSOURCE INC1938$277K0.01%+0.9%
216GWWGRAINGER W W INC261$275K0.01%
217ICEIntercontinental Exchange1847$275K0.01%+9.9%
218UPSUNITED PARCEL SERVICE INC2149$271K0.01%+0.0%
219AAGILENT TECHNOLOGIES INC2010$270K0.01%
220MSMORGAN STANLEY2111$265K0.01%+2.6%
221GDGENERAL DYNAMICS CORP973$256K0.01%+13.3%
222ESGVVANGUARD WORLD FD2402$252K0.01%+6.4%
223DIASPDR DOW JONES INDL AVERAGE587$250K0.01%
224XELLLXCEL ENERGY INC3657$247K0.01%
225KMBKIMBERLY-CLARK CORP1857$243K0.01%
226BROSDUTCH BROS INC4610$241K0.01%NEW
227CATCATERPILLAR INC665$241K0.01%+-86.2%
228SPSBSPDR SER TR7984$238K0.01%
229SCHCSCHWAB STRATEGIC TR6898$237K0.01%
230IBITISHARES BITCOIN TRUST ETF4388$233K0.01%NEW
231SCHASCHWAB STRATEGIC TR8954$232K0.01%+100.0%
232WHRWHIRLPOOL CORP2000$229K0.01%
233BFAMBRIGHT HORIZONS FAM SOL IN D2042$226K0.01%+0.7%
234XLYConsumer Discretionary Select Sector SPDR1000$224K0.01%
235NKENIKE INC2955$224K0.01%-36.3%
236MRSHMARSH & MCLENNAN COS INC1046$222K0.01%+2.1%
237ICLNISHARES TR19479$222K0.01%-18.1%
238BNDVanguard Total Bond Market ETF3082$222K0.01%-3.1%
239ISRGIntuitive Surgical420$219K0.01%+1.9%
240DOVDOVER CORP1168$219K0.01%-80.1%
241LNGCHENIERE ENERGY INC1014$218K0.01%NEW
242IXUSISHARES TR3273$216K0.01%
243BF-BBROWN FORMAN CORP5625$214K0.01%
244RACEFERRARI N V501$213K0.01%+3.3%
245COWZPACER FDS TR3757$212K0.01%+8.5%
246BAC-PLBANK AMERICA CORP172$210K0.01%
247GSGOLDMAN SACHS GROUP INC365$209K0.01%NEW
248WMBWILLIAMS COS INC3852$208K0.01%NEW
249VIGVanguard Dividend Appreciation ETF1061$208K0.01%-9.3%
250LPXLOUISIANA PAC CORP2000$207K0.01%
251SGSWEETGREEN INC6329$203K0.01%-3.1%
252PLDPROLOGIS INC.1919$203K0.01%-3.8%
253MSGSMADISON SQUARE GRDN SPRT COR897$202K0.01%NEW
254OGCPEMPIRE ST RLTY OP L P10738$107K0.01%
255CLFCLEVELAND-CLIFFS INC NEW10000$94K0.00%
256NNNEXTNAV INC15900$88K0.00%+32.5%
257OPTUALTICE USA INC18000$43K0.00%
258PAVMPAVMED INC21500$13K0.00%