Investments: Obermeyer Wealth Partners

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.976.331.188 $+13.399.413 $1.965.367.901 $+1.965.367.901 $
BANK OF AMERICA CORP /DE/BAC823.854.930 $+23.734.964 $800.119.966 $+800.119.966 $
ALPHA PRO TECH LTDAPT131.539.854 $+24.461.206 $107.078.648 $+107.078.648 $
MICROSOFT CORPMSFT97.989.223 $-10.756.853 $108.746.076 $+108.746.076 $
APPFOLIO INCAPPF89.014.504 $+2.533.508 $86.480.996 $+86.480.996 $
NVIDIA CORPNVDA81.213.050 $-2.856.910 $84.069.960 $+84.069.960 $
BERKSHIRE HATHAWAY INCBRK-B77.910.488 $-2.659.220 $80.569.708 $+80.569.708 $
AMAZON COM INCAMZN74.009.656 $+3.718.822 $70.290.834 $+70.290.834 $
Mastercard IncMA67.738.694 $-1.250.651 $68.989.345 $+68.989.345 $
BlackRock, Inc.BLK68.908.109 $+2.007.670 $66.900.439 $+66.900.439 $
RTX CorpRTX48.273.513 $+2.595.243 $45.678.270 $+45.678.270 $
ASML HOLDING NVASML46.220.206 $+3.266.324 $42.953.882 $+42.953.882 $
UNITEDHEALTH GROUP INCUNH36.690.872 $-2.746.148 $39.437.020 $+39.437.020 $
Walmart Inc.WMT39.269.892 $+2.307.851 $36.962.041 $+36.962.041 $
Aon plcAON34.702.931 $-1.337.518 $36.040.449 $+36.040.449 $
NVR INCNVR29.265.886 $-3.756.567 $33.022.453 $+33.022.453 $
SAP SESAP25.829.352 $-2.883.701 $28.713.053 $+28.713.053 $
SHERWIN WILLIAMS COSHW19.528.420 $-5.598.651 $25.127.071 $+25.127.071 $
DEERE & CODE24.470.243 $-93.962 $24.564.205 $+24.564.205 $
NEXTERA ENERGY INCNEE23.510.752 $+1.206.256 $22.304.496 $+22.304.496 $
EXXON MOBIL CORPXOM20.201.755 $+859.371 $19.342.384 $+19.342.384 $
Zoetis Inc.ZTS5.896.274 $-12.461.435 $18.357.709 $+18.357.709 $
ELI LILLY & CoLLY16.747.538 $+4.998.341 $11.749.197 $+11.749.197 $
UNITED PARCEL SERVICE INCUPS15.301.645 $+2.320.415 $12.981.230 $+12.981.230 $
COMCAST CORPCMCSA224.460 $-12.149.284 $12.373.744 $+12.373.744 $
JPMORGAN CHASE & COJPM10.861.117 $+317.154 $10.543.963 $+10.543.963 $
ARES CAPITAL CORPARCC8.358.039 $+803.092 $7.554.947 $+7.554.947 $
SPS COMMERCE INCSPSC4.616.615 $+325.026 $4.291.589 $+4.291.589 $
Eaton Corp plcETN3.135.924 $-595.723 $3.731.647 $+3.731.647 $
ATMOS ENERGY CORPATO2.921.941 $-91.626 $3.013.567 $+3.013.567 $
ORACLE CORPORCL1.317.555 $-1.541.087 $2.858.642 $+2.858.642 $
ANALOG DEVICES INCADI2.668.879 $+245.048 $2.423.831 $+2.423.831 $
JOHNSON & JOHNSONJNJ2.604.259 $+222.168 $2.382.091 $+2.382.091 $
Shell plcSHEL2.487.445 $+4.996 $2.482.449 $+2.482.449 $
AbbVie Inc.ABBV2.423.395 $-8.268 $2.431.663 $+2.431.663 $
AMERICAN EXPRESS COAXP2.293.919 $+236.646 $2.057.273 $+2.057.273 $
WATSCO INCWSO345.037 $-1.947.748 $2.292.785 $+2.292.785 $
COCA COLA COKO2.056.164 $+83.569 $1.972.595 $+1.972.595 $
PROCTER & GAMBLE CoPG1.779.472 $-173.718 $1.953.190 $+1.953.190 $
MPLX LPMPLX1.726.306 $+39.844 $1.686.462 $+1.686.462 $
MCDONALDS CORPMCD1.568.799 $-25.104 $1.593.903 $+1.593.903 $
Walt Disney CoDIS1.207.770 $-299.153 $1.506.923 $+1.506.923 $
AMGEN INCAMGN1.384.156 $+142.227 $1.241.929 $+1.241.929 $
TotalEnergies SETTE1.324.139 $+1.324.139 $
ROYAL BANK OF CANADARY1.297.599 $+176.346 $1.121.253 $+1.121.253 $
CATERPILLAR INCCAT1.166.936 $+180.190 $986.746 $+986.746 $
ISHARES GOLD TRUSTIAU1.058.863 $-31.086 $1.089.949 $+1.089.949 $
STRYKER CORPSYK225.292 $-861.907 $1.087.199 $+1.087.199 $
EMERSON ELECTRIC COEMR913.512 $-124.909 $1.038.421 $+1.038.421 $
CHEVRON CORPCVX1.001.334 $+175.346 $825.988 $+825.988 $
EQUINIX INCEQIX954.635 $-21.282 $975.917 $+975.917 $
MORGAN STANLEYMS569.339 $-357.413 $926.752 $+926.752 $
NETFLIX INCNFLX570.061 $-335.124 $905.185 $+905.185 $
Palo Alto Networks IncPANW867.582 $-13.278 $880.860 $+880.860 $
PEPSICO INCPEP778.165 $+46.192 $731.973 $+731.973 $
Accenture plcACN752.505 $-295 $752.800 $+752.800 $
PFIZER INCPFE623.621 $-16.870 $640.491 $+640.491 $
VERIZON COMMUNICATIONS INCVZ513.850 $-121.228 $635.078 $+635.078 $
WELLTOWER INC.WELL594.694 $+13.067 $581.627 $+581.627 $
GOLDMAN SACHS GROUP INCGS565.197 $+96.943 $468.254 $+468.254 $
GENERAL ELECTRIC COGE561.607 $+20.365 $541.242 $+541.242 $
PIPER SANDLER COMPANIESPIPR499.034 $-10.694 $509.728 $+509.728 $
HERSHEY COHSY486.069 $-13.542 $499.611 $+499.611 $
ALLSTATE CORPALL455.016 $-10.775 $465.791 $+465.791 $
ADVANCED MICRO DEVICES INCAMD461.515 $+112.858 $348.657 $+348.657 $
PRICE T ROWE GROUP INCTROW442.896 $-1.125 $444.021 $+444.021 $
LOCKHEED MARTIN CORPLMT427.183 $-9.696 $436.879 $+436.879 $
TE Connectivity plcTEL434.089 $+17.421 $416.668 $+416.668 $
Phillips 66PSX405.831 $-20.592 $426.423 $+426.423 $
BOEING COBA416.336 $+416.336 $
XCEL ENERGY INCXEL375.578 $-40.334 $415.912 $+415.912 $
PACCAR INCPCAR400.064 $+400.064 $
SYNOPSYS INCSNPS360.745 $-18.179 $378.924 $+378.924 $
GENERAL DYNAMICS CORPGD372.009 $+27.258 $344.751 $+344.751 $
CUMMINS INCCMI361.909 $+66.250 $295.659 $+295.659 $
Medtronic plcMDT355.134 $+3.222 $351.912 $+351.912 $
BECTON DICKINSON & COBDX355.061 $+355.061 $
STARBUCKS CORPSBUX334.819 $-7.980 $342.799 $+342.799 $
KROGER COKR300.591 $-23.719 $324.310 $+324.310 $
PALATIN TECHNOLOGIES INCPTNT321.905 $+69.253 $252.652 $+252.652 $
SYSCO CORPSYY320.879 $+320.879 $
SCHWAB CHARLES CORPSCHW311.819 $+8.702 $303.117 $+303.117 $
LINDE PLCLIN254.981 $-44.744 $299.725 $+299.725 $
CITIGROUP INCC294.409 $+40.354 $254.055 $+254.055 $
SEMPRASRE287.649 $-5.506 $293.155 $+293.155 $
AUTOZONE INCAZO227.231 $-60.215 $287.446 $+287.446 $
INTUITIVE SURGICAL INCISRG283.746 $+59.684 $224.062 $+224.062 $
DOVER CorpDOV228.040 $-50.232 $278.272 $+278.272 $
FEDEX CORPFDX272.361 $+272.361 $
Meritage Homes CORPMTH243.789 $-24.564 $268.353 $+268.353 $
TARGET CORPTGT268.226 $+11.684 $256.542 $+256.542 $
iShares Bitcoin Trust ETFIBIT257.270 $+257.270 $
YUM BRANDS INCYUM225.407 $-3.657 $229.064 $+229.064 $
FRANCO NEVADA CorpFNV210.389 $-15.865 $226.254 $+226.254 $
Vertiv Holdings CoVRT221.883 $+15.295 $206.588 $+206.588 $
Archer-Daniels-Midland CoADM211.391 $-5.883 $217.274 $+217.274 $
CONOCOPHILLIPSCOP209.895 $+209.895 $
AT&T INC.T204.260 $+204.260 $
NICOLET BANKSHARES INCNIC200.835 $-76 $200.911 $+200.911 $
PLUG POWER INCPLUG59.100 $-10.800 $69.900 $+69.900 $
1.976.331.188 $+13.399.413 $1.965.367.901 $+1.965.367.901 $
Erweiterte Einstellungen ×