Obermeyer Wealth Partners
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INSTL INDEX FD | $3.95M | 0.2% |
| SPDR SERIES TRUST | $3.76M | 0.2% |
| Walmart Inc. | $3.49M | 0.2% |
| Eaton Corp plc | $3.45M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $3.44M | 0.2% |
| ATMOS ENERGY CORP | $3.20M | 0.1% |
| VANGUARD INDEX FDS | $3.13M | 0.1% |
| ANALOG DEVICES INC | $3.13M | 0.1% |
| ISHARES TR | $3.07M | 0.1% |
| SHELL PLC | $3.03M | 0.1% |
| JOHNSON & JOHNSON | $3.01M | 0.1% |
| WASTE MANAGEMENT INC | $2.99M | 0.1% |
| Corteva, Inc. | $2.85M | 0.1% |
| VANGUARD WHITEHALL FDS | $2.84M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $2.81M | 0.1% |
| ISHARES TR | $2.74M | 0.1% |
| ISHARES TR | $2.69M | 0.1% |
| Apollo Global Management, Inc. | $2.36M | 0.1% |
| AbbVie Inc. | $2.36M | 0.1% |
| ASTRAZENECA PLC | $2.28M | 0.1% |
| APPLIED MATERIALS INC /DE | $2.26M | 0.1% |
| COCA COLA CO | $2.24M | 0.1% |
| PETROLEO BRASILEIRO S A | $2.20M | 0.1% |
| Union Pacific Corp | $2.20M | 0.1% |
| ISHARES TR | $2.19M | 0.1% |
| Voyager Technologies, Inc./DEVOYG | $2.18M | 0.1% |
| Qnity Electronics, Inc. | $1.92M | 0.1% |
| VANGUARD INDEX FDS | $1.88M | 0.1% |
| AMERICAN EXPRESS CO | $1.87M | 0.1% |
| MPLX LPMPLX | $1.85M | 0.1% |
| TotalEnergies SE | $1.84M | 0.1% |
| PROCTER & GAMBLE Co | $1.84M | 0.1% |
| TJX Cos Inc/The | $1.82M | 0.1% |
| VICI PROPERTIES INC. | $1.77M | 0.1% |
| STATE STR SPDR S&P MIDCAP 40 | $1.75M | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.71M | 0.1% |
| ELI LILLY & Co | $1.57M | 0.1% |
| CORNING INC /NY | $1.56M | 0.1% |
| MCDONALD'S CORP | $1.48M | 0.1% |
| CATERPILLAR INC | $1.48M | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $1.48M | 0.1% |
| BRITISH AMERN TOB PLC | $1.48M | 0.1% |
| ISHARES TR | $1.47M | 0.1% |
| VANGUARD INDEX FDS | $1.47M | 0.1% |
| AMGEN INC | $1.44M | 0.1% |
| CHEVRON CORP | $1.43M | 0.1% |
| AerCap Holdings N.V. | $1.38M | 0.1% |
| ABBOTT LABORATORIES | $1.32M | 0.1% |
| Chubb Ltd | $1.29M | 0.1% |
| ISHARES TR | $1.24M | 0.1% |