Obermeyer Wealth Partners
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| LOWES COMPANIES INC | $5.02M | 0.2% |
| SELECT SECTOR SPDR TR | $5.05M | 0.2% |
| SPDR GOLD TR | $5.16M | 0.2% |
| ARES CAPITAL CORPARCC | $5.16M | 0.2% |
| MORGAN STANLEY ETF TRUST | $5.73M | 0.3% |
| US BANCORP \DE | $6.12M | 0.3% |
| EXXON MOBIL CORP | $6.40M | 0.3% |
| Visa Inc | $7.14M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $9.34M | 0.4% |
| JPMORGAN CHASE & CO | $9.88M | 0.5% |
| Alphabet Inc. | $9.94M | 0.5% |
| Zoetis Inc. | $10.57M | 0.5% |
| United Parcel Service Inc | $13.25M | 0.6% |
| STATE STR SPDR S&P 500 ETF T | $14.15M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | $15.18M | 0.7% |
| VANGUARD TAX-MANAGED FDS | $15.46M | 0.7% |
| SAP SE | $17.37M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $17.86M | 0.8% |
| TEXAS INSTRUMENTS INC | $21.68M | 1.0% |
| SHERWIN WILLIAMS CO | $22.19M | 1.0% |
| Moody's Corp | $23.75M | 1.1% |
| BROOKFIELD CORP | $25.15M | 1.2% |
| Motorola Solutions, Inc. | $25.53M | 1.2% |
| HOME DEPOT, INC. | $29.01M | 1.3% |
| DEERE & CO | $29.66M | 1.4% |
| UNITEDHEALTH GROUP INC | $30.43M | 1.4% |
| INVESCO QQQ TR | $31.29M | 1.4% |
| Aon plc | $31.75M | 1.5% |
| CME Group Inc | $32.52M | 1.5% |
| Meta Platforms Inc | $44.92M | 2.1% |
| RTX Corp | $50.69M | 2.3% |
| ASML HLDG NV | $56.44M | 2.6% |
| Mastercard Inc | $58.67M | 2.7% |
| VANGUARD STAR FDS | $58.81M | 2.7% |
| Broadcom Inc. | $59.67M | 2.7% |
| ISHARES INC | $63.01M | 2.9% |
| Warren E. Buffett | $64.36M | 3.0% |
| Amazon.com Inc | $66.85M | 3.1% |
| RBB FD INC | $69.71M | 3.2% |
| NVIDIA Corp | $73.94M | 3.4% |
| MICROSOFT CORP | $74.99M | 3.5% |
| JANUS DETROIT STR TR | $80.51M | 3.7% |
| Apple Inc. | $82.28M | 3.8% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $85.68M | 3.9% |
| iShares MSCI UAE ETF | $87.42M | 4.0% |
| VANGUARD INDEX FDS | $94.41M | 4.3% |
| Alphabet Inc. | $107.77M | 5.0% |
| VANGUARD INDEX FDS | $193.06M | 8.9% |