Obermeyer Wealth Partners
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| S&P Global Inc. | $635.9K | 0.0% |
| PACER FDS TR | $636.9K | 0.0% |
| NVR INC | $639.2K | 0.0% |
| CUMMINS INC | $645.6K | 0.0% |
| ISHARES TR | $650.8K | 0.0% |
| SELECT SECTOR SPDR TR | $661.6K | 0.0% |
| CISCO SYSTEMS, INC. | $669.6K | 0.0% |
| Palo Alto Networks Inc | $674.9K | 0.0% |
| SCHWAB STRATEGIC TR | $713.3K | 0.0% |
| VANGUARD WORLD FD | $722.6K | 0.0% |
| ISHARES TR | $729.6K | 0.0% |
| BlackRock, Inc. | $733.8K | 0.0% |
| Salesforce Inc | $751.0K | 0.0% |
| VANGUARD SPECIALIZED FUNDS | $760.4K | 0.0% |
| ISHARES TR | $761.1K | 0.0% |
| VERIZON COMMUNICATIONS INC | $767.9K | 0.0% |
| ISHARES TR | $774.2K | 0.0% |
| PFIZER INC | $794.5K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $807.2K | 0.0% |
| Tesla Inc | $835.1K | 0.0% |
| ISHARES TR | $838.0K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $846.0K | 0.0% |
| Cencora Inc | $847.9K | 0.0% |
| SELECT SECTOR SPDR TR | $851.6K | 0.0% |
| Air Products & Chemicals, Inc. | $864.5K | 0.0% |
| HONEYWELL INTERNATIONAL INC | $867.1K | 0.0% |
| PEPSICO INC | $868.1K | 0.0% |
| WEC ENERGY GROUP, INC. | $868.7K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $872.5K | 0.0% |
| EMERSON ELECTRIC CO | $881.6K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $937.4K | 0.0% |
| BRISTOL MYERS SQUIBB CO | $943.3K | 0.0% |
| ISHARES TR | $979.1K | 0.0% |
| DOW INC. | $983.8K | 0.0% |
| ORACLE CORP | $1.00M | 0.0% |
| WELLS FARGO & COMPANY/MN | $1.01M | 0.0% |
| Merck & Co., Inc. | $1.04M | 0.0% |
| Walt Disney Co | $1.04M | 0.0% |
| Equinix Inc | $1.08M | 0.0% |
| HORTON D R INC /DE | $1.08M | 0.0% |
| EATON VANCE TAX-MANAGED BUY- | $1.12M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.12M | 0.1% |
| Energy Transfer LPET | $1.12M | 0.1% |
| IDEXX LABORATORIES INC /DE | $1.12M | 0.1% |
| ISHARES GOLD TR | $1.15M | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $1.17M | 0.1% |
| DuPont de Nemours, Inc. | $1.17M | 0.1% |
| ROYAL BK CDA | $1.23M | 0.1% |
| ISHARES TR | $1.24M | 0.1% |
| Chubb Ltd | $1.29M | 0.1% |