Obermeyer Wood Investment Counsel, Lllp Purchases in Q2 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
URTH
Ishares Msci World ETF

ETFs
342K
New
$136.3 - $169.38 $46.6M - $57.9M
342K $57.9M
MSFT
Microsoft Corp

Technology
76
+ 0.04%
$354.56 - $497.45 $26.9K - $37.8K
213K $106M
NVDA
Nvidia Corp

Technology
32.5K
+ 9.83%
$94.31 - $157.99 $3.06M - $5.13M
363K $57.4M
ZTS
Zoetis Inc.

Healthcare
127K
+ 6578.73%
$144.41 - $170.3 $18.4M - $21.6M
129K $20.1M
AMZN
Amazon Com Inc

Consumer Cyclical
50.8K
+ 18.86%
$167.32 - $223.3 $8.5M - $11.3M
320K $70.2M
NVO
Novo Nordisk A S

Healthcare
257K
+ 188.85%
$58.08 - $81.05 $14.9M - $20.8M
393K $27.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
133
+ 0.05%
$141.37 - $228.57 $18.8K - $30.4K
269K $61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 1.88%
$456.74 - $568.03 $1.29M - $1.6M
153K $86.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.48K
+ 1.19%
$152.42 - $182.82 $988K - $1.18M
551K $101M
USB
Us Bancorp \De\

Financial Services
121K
New
$36.4 - $45.76 $4.41M - $5.54M
121K $5.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.63K
+ 4.35%
$416.06 - $551.64 $677K - $897K
39K $21.5M
MSI
Motorola Solutions, Inc.

Technology
5.84K
+ 261.05%
$394.72 - $440.39 $2.3M - $2.57M
8.07K $3.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.26K
+ 13.07%
$496.48 - $617.85 $1.12M - $1.39M
19.5K $12.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.02K
+ 3.06%
$210.28 - $289.91 $214K - $295K
34.3K $9.93M
VEA
Vanguard Ftse Developed Market

ETFs
13K
+ 8.24%
$45.65 - $57.01 $595K - $743K
171K $9.76M
CTVA
Corteva, Inc.

Basic Materials
11.4K
+ 50.51%
$55.52 - $74.53 $634K - $850K
34K $2.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.01K
+ 56.33%
$320.42 - $424.58 $643K - $853K
5.57K $2.37M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.8K
+ 1.53%
$49.79 - $50.75 $937K - $955K
1.25M $63.3M
SHEL
Shell PLC

Energy
15K
+ 76.68%
$59.75 - $73.05 $895K - $1.09M
34.5K $2.43M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
19.9K
New
$32.67 - $39.83 $649K - $791K
19.9K $791K
GLD
Spdr Gold Trust

ETFs
1.53K
+ 13.12%
$273.71 - $316.29 $418K - $483K
13.2K $4.01M
DD
Du Pont De Nemours, Inc.

Basic Materials
10.7K
+ 73.56%
$55.13 - $75.25 $588K - $802K
25.2K $1.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.3K
New
$23.55 - $27.67 $456K - $535K
19.3K $535K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
844
+ 75.02%
$468.22 - $566.51 $395K - $478K
1.97K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
459
+ 11.81%
$498.8 - $620.9 $229K - $285K
4.35K $2.7M
VUG
Vanguard Growth ETF

ETFs
929
+ 66.12%
$329.49 - $438.4 $306K - $407K
2.33K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.06K
New
$82.21 - $83.12 $498K - $504K
6.06K $501K
IEF
Ishares Barclays

ETFs
5.17K
New
$93.15 - $96.56 $482K - $499K
5.17K $495K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.2K
New
$19.6 - $24.44 $337K - $420K
17.2K $420K
ARES
Ares Management Corp

Financial Services
2.4K
New
$118.04 - $175.83 $284K - $423K
2.4K $416K
FIVE
Five Below, Inc

Consumer Cyclical
3.04K
New
$55.75 - $131.18 $169K - $398K
3.04K $398K
IBM
International Business Machines Corp

Technology
895
+ 37.17%
$221.03 - $294.78 $198K - $264K
3.3K $973K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.07K
New
$116.93 - $119.39 $359K - $367K
3.07K $365K
ATO
Atmos Energy Corp

Utilities
2.37K
+ 16.7%
$145.06 - $162.66 $344K - $385K
16.6K $2.55M
PBRA
Petroleo Bras Ads (Ea Reptg 2
26.4K
+ 31.36%
N/A
111K $1.45M
AXP
American Express CO

Financial Services
81
+ 1.33%
$231.39 - $318.98 $18.7K - $25.8K
6.19K $1.97M
NFLX
Netflix Inc

Communication Services
16
+ 2.19%
$855.86 - $1339.13 $13.7K - $21.4K
748 $1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.21K
New
$171.4 - $227.1 $208K - $275K
1.21K $275K
MUB
Ishares National Muni Bond ETF

ETFs
2.65K
+ 111.72%
$102.31 - $105.8 $271K - $280K
5.02K $524K
KKR
Kkr & Co. Inc.

Financial Services
1.45K
+ 34.13%
$92.79 - $134.29 $135K - $195K
5.7K $758K
ORCC
Owl Rock Capital Corp

Financial Services
19.9K
+ 13.75%
N/A
164K $2.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5K
New
$40.94 - $52.1 $205K - $260K
5K $260K
VO
Vanguard Mid Cap ETF

ETFs
932
New
$228.54 - $279.83 $213K - $261K
932 $260K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.05K
New
$35.77 - $42.27 $216K - $256K
6.05K $255K
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 3.68%
$908.13 - $1056.85 $105K - $123K
3.27K $3.23M
SHOP
Shopify Inc.

Technology
1.33K
+ 27.31%
$76.89 - $115.35 $102K - $153K
6.19K $714K
INDY
Ishares India 50 ETF

ETFs
4.6K
New
$48.44 - $54.73 $223K - $252K
4.6K $250K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.19K
+ 44.18%
$39.89 - $49.46 $167K - $207K
13.7K $677K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.96K
New
$70.7 - $82.14 $210K - $243K
2.96K $243K
Activity Summary
Buys All Purchases 138 New Holdings 28 Increased Positions 110 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 1 Puts 2
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