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Obermeyer Wealth Partners

All holdings · as of Mar 31, 2026

298 positions

CompanyClassValueShares% of portfolio
Lucid Diagnostics Inc.LUCDCommon Stock$14.9K13,0000.0%
EMPIRE ST RLTY OP L P$56.3K10,7380.0%
Plug Power Inc$67.8K30,0000.0%
NovoCure Ltd$136.9K12,5640.0%
ISHARES TR$201.2K6410.0%
VSE CORP$202.5K1,0980.0%
VANGUARD INDEX FDS$203.0K6720.0%
BANK AMERICA CORP$204.9K1720.0%
SOUTHERN CO$206.4K2,1390.0%
Palantir Technologies Inc$207.7K1,4200.0%
AUTOZONE INC$209.4K620.0%
STRYKER CORP$210.6K6410.0%
NUCOR CORP$211.4K1,2500.0%
Sandisk Corp$212.2K3340.0%
SCHWAB STRATEGIC TR$216.9K7,4580.0%
ENTERGY CORP /DE$217.3K1,9340.0%
SELECT SECTOR SPDR TR$218.0K2,0000.0%
Plains All American Pipeline LP$223.3K10,0000.0%
FedEx Corp$225.8K6340.0%
GE Vernova Inc.$227.9K2610.0%
SPDR SERIES TRUST$228.4K9,7950.0%
Agilent Technologies Inc$229.1K2,0100.0%
Meritage Homes CORP$229.1K3,7050.0%
Intuitive Surgical Inc$231.0K5010.0%
Yum! Brands Inc$231.7K1,4900.0%
ServiceNow Inc$232.1K2,2200.0%
Zions Bancorp NA$232.5K4,0350.0%
AUTOMATIC DATA PROCESSING INC$234.1K1,1520.0%
Docusign Inc$237.1K5,0000.0%
ONEOK Inc$237.6K2,6290.0%
VANGUARD INDEX FDS$237.8K8280.0%
KIMBERLY CLARK CORP$237.8K2,4650.0%
SPDR SERIES TRUST$240.1K7,9840.0%
SCHWAB STRATEGIC TR$241.0K9,6000.0%
ISHARES TR$241.1K2,4290.0%
ISHARES TR$241.3K2,5410.0%
DOVER Corp$243.5K1,1680.0%
ILLINOIS TOOL WORKS INC$249.3K9580.0%
FRANCO NEV CORP$250.8K1,0150.0%
PROGRESSIVE CORP/OH$253.0K1,2760.0%
General Motors Co$259.6K3,4840.0%
Archer-Daniels-Midland Co$264.4K3,6370.0%
STATE STR SPDR DOW JONES IND$276.1K5960.0%
Intercontinental Exchange, Inc.$277.0K1,7610.0%
ISHARES TR$279.6K3,7610.0%
INTUIT INC.$280.2K6480.0%
Keysight Technologies, Inc.$282.4K1,0000.0%
LAM RESEARCH CORP$282.9K1,3240.0%
CITIGROUP INC$283.9K2,5030.0%
BANK OF AMERICA CORP /DE$284.3K5,8310.0%
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