Obermeyer Wealth Partners
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Welltower, Inc. | $632.7K | 0.0% |
| VANECK ETF TRUST | $625.7K | 0.0% |
| Morgan Stanley | $624.7K | 0.0% |
| GENERAL ELECTRIC CO | $622.4K | 0.0% |
| ISHARES TR | $611.5K | 0.0% |
| Williams Cos Inc/The | $602.3K | 0.0% |
| J P MORGAN EXCHANGE TRADED F | $600.7K | 0.0% |
| Phillips 66 | $595.2K | 0.0% |
| VANGUARD INDEX FDS | $594.0K | 0.0% |
| Principal Financial Group Inc | $593.9K | 0.0% |
| SCHWAB STRATEGIC TR | $590.1K | 0.0% |
| Netflix Inc | $584.6K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $560.1K | 0.0% |
| HERSHEY CO | $555.3K | 0.0% |
| Philip Morris International Inc. | $538.7K | 0.0% |
| Quanta Services Inc | $527.1K | 0.0% |
| ISHARES TR | $526.7K | 0.0% |
| NEXTNAV INC. | $522.3K | 0.0% |
| LOCKHEED MARTIN CORP | $519.3K | 0.0% |
| ISHARES SILVER TR | $517.0K | 0.0% |
| FERRARI N V | $513.8K | 0.0% |
| SPDR SERIES TRUST | $501.8K | 0.0% |
| KKR & Co. Inc. | $499.9K | 0.0% |
| ADVANCED MICRO DEVICES INC | $493.1K | 0.0% |
| ISHARES TR | $481.0K | 0.0% |
| CAMBRIA ETF TR | $479.8K | 0.0% |
| SPDR SERIES TRUST | $478.8K | 0.0% |
| NEXTERA ENERGY INC | $468.4K | 0.0% |
| SCHWAB STRATEGIC TR | $467.2K | 0.0% |
| VANGUARD INDEX FDS | $466.7K | 0.0% |
| ISHARES TR | $458.6K | 0.0% |
| Five Below Inc | $457.0K | 0.0% |
| ALLSTATE CORP | $456.4K | 0.0% |
| Mondelez International, Inc. | $453.7K | 0.0% |
| Piper Sandler Cos | $449.8K | 0.0% |
| Green Brick Partners, Inc. | $449.5K | 0.0% |
| iShares MSCI UAE ETF | $447.4K | 0.0% |
| iShares MSCI UAE ETF | $441.2K | 0.0% |
| VANGUARD BD INDEX FDS | $429.3K | 0.0% |
| OCCIDENTAL PETROLEUM CORP /DE | $422.7K | 0.0% |
| DIMENSIONAL ETF TRUST | $417.3K | 0.0% |
| SPDR SERIES TRUST | $413.0K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $410.9K | 0.0% |
| Annaly Capital Management Inc | $410.5K | 0.0% |
| GILEAD SCIENCES, INC. | $410.2K | 0.0% |
| TE Connectivity PLC | $401.1K | 0.0% |
| ISHARES INC | $395.3K | 0.0% |
| XCEL ENERGY INC | $391.2K | 0.0% |
| T Rowe Price Group Inc | $389.9K | 0.0% |
| PETROLEO BRASILEIRO S.A. PETROBRAS | $382.3K | 0.0% |