Obermeyer Wood Investment Counsel, Lllp Purchases in Q1 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
292K
+ 7157.16%
$66.96 - $76.16 $19.5M - $22.2M
296K $21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
285K
+ 30.18%
$50.48 - $51.04 $14.4M - $14.5M
1.23M $62.3M
DE
Deere & CO

Industrials
23.6K
+ 75.31%
$408.57 - $509.27 $9.62M - $12M
54.8K $25.7M
XOM
Exxon Mobil Corp

Energy
25.8K
+ 17.22%
$105.44 - $118.93 $2.72M - $3.07M
176K $20.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
29.8K
+ 3.5%
N/A
881K $75.6M
ATO
Atmos Energy Corp

Utilities
14.2K
New
$136.51 - $154.58 $1.94M - $2.19M
14.2K $2.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.8K
+ 28.25%
$551.42 - $612.93 $2.1M - $2.33M
17.3K $9.66M
LLY
Eli Lilly & CO

Healthcare
811
+ 5.11%
$725.72 - $929.72 $589K - $754K
16.7K $13.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.4K
+ 15.57%
$77.7 - $78.94 $1.35M - $1.38M
129K $10.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22K
+ 7.93%
$48.31 - $49.23 $1.06M - $1.08M
299K $14.7M
VEA
Vanguard Ftse Developed Market

ETFs
9.68K
+ 6.52%
$47.4 - $52.99 $459K - $513K
158K $8.04M
ABBV
Abb Vie Inc.

Healthcare
617
+ 2.66%
$169.2 - $216.66 $104K - $134K
23.8K $4.99M
NOMD
Nomad Foods LTD

Consumer Defensive
44K
New
$15.61 - $20.54 $687K - $904K
44K $864K
EPD
Enterprise Products Partners L.P.

Energy
15.1K
+ 29.92%
$31.75 - $34.14 $480K - $516K
65.7K $2.24M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.81K
New
$302.31 - $337.54 $547K - $611K
1.81K $555K
MPLX
Mplx LP

Energy
5.48K
+ 18.43%
$47.88 - $54.65 $262K - $299K
35.2K $1.88M
COST
Costco Wholesale Corp

Consumer Defensive
374
+ 13.48%
$890.62 - $1076.86 $333K - $403K
3.15K $2.98M
HON
Honeywell International Inc

Industrials
2.16K
+ 118.79%
$202.75 - $226.52 $438K - $490K
3.98K $843K
CAT
Caterpillar Inc

Industrials
1.3K
+ 196.09%
$326.75 - $407.63 $426K - $532K
1.97K $649K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
New
$24.91 - $29.02 $400K - $465K
16K $401K
MCD
Mcdonalds Corp

Consumer Cyclical
766
+ 11.63%
$279.74 - $321.29 $214K - $246K
7.35K $2.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.55K
New
$128.74 - $138.67 $328K - $354K
2.55K $345K
BA
Boeing CO

Industrials
1.93K
New
$148.15 - $186.25 $286K - $359K
1.93K $329K
GILD
Gilead Sciences, Inc.

Healthcare
2.89K
New
$89.14 - $117.41 $258K - $340K
2.89K $324K
ET
Energy Transfer LP

Energy
18.7K
+ 44.6%
$17.26 - $21.08 $323K - $395K
60.7K $1.13M
AMGN
Amgen Inc

Healthcare
240
+ 5.6%
$258.59 - $327.36 $62.1K - $78.6K
4.53K $1.41M
WMB
Williams Companies, Inc.

Energy
4.53K
+ 117.71%
$54.02 - $61.09 $245K - $277K
8.39K $501K
YUM
Yum Brands Inc

Consumer Cyclical
1.69K
New
$123.25 - $162.53 $208K - $275K
1.69K $266K
IBM
International Business Machines Corp

Technology
886
+ 58.21%
$217.4 - $264.74 $193K - $235K
2.41K $598K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.52K
New
$57.21 - $65.8 $259K - $297K
4.52K $263K
VTV
Vanguard Value ETF

ETFs
1.42K
+ 34.1%
$167.73 - $179.21 $239K - $255K
5.59K $965K
MUB
Ishares National Muni Bond ETF

ETFs
2.37K
New
$104.71 - $107.69 $248K - $256K
2.37K $250K
PGR
Progressive Corp

Financial Services
856
New
$235.61 - $291.22 $202K - $249K
856 $242K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.6K
+ 8.68%
$126.11 - $135.06 $201K - $216K
20K $2.58M
QCOM
Qualcomm Inc

Technology
1.46K
New
$151.94 - $175.86 $222K - $257K
1.46K $224K
AZO
Autozone Inc

Consumer Cyclical
59
New
$3193.96 - $3828.11 $188K - $226K
59 $224K
DUK
Duke Energy Corp

Utilities
1.82K
New
$105.87 - $121.97 $193K - $222K
1.82K $222K
BMY
Bristol Myers Squibb CO

Healthcare
2.9K
+ 28.51%
$53.9 - $63.11 $157K - $183K
13.1K $798K
EFV
Msci Eafe Value ETF

ETFs
3.76K
New
$51.88 - $60.73 $195K - $228K
3.76K $221K
ACN
Accenture PLC

Technology
1.76K
+ 21.27%
$300.91 - $398.25 $529K - $700K
10K $3.13M
SHEL
Shell PLC

Energy
192
+ 0.99%
$62.84 - $73.29 $12.1K - $14.1K
19.5K $1.43M
AMD
Advanced Micro Devices Inc

Technology
2.11K
New
$96.63 - $129.55 $204K - $274K
2.11K $216K
OVV
Ovintiv Inc.

Energy
4.95K
New
$37.84 - $45.91 $187K - $227K
4.95K $211K
GE
General Electric CO

Industrials
755
+ 43.32%
$168.59 - $212.13 $127K - $160K
2.5K $499K
HDV
Ishares Core High Dividend ETF

ETFs
1.72K
New
$110.86 - $121.12 $190K - $208K
1.72K $208K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.6K
New
$21.23 - $23.75 $204K - $228K
9.6K $206K
SJM
J M Smucker CO

Consumer Defensive
1.72K
New
$100.41 - $118.41 $173K - $204K
1.72K $204K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.29K
New
$58.01 - $64.46 $191K - $212K
3.29K $204K
PANW
Palo Alto Networks Inc

Technology
1.39K
+ 44.8%
$167.82 - $208.28 $233K - $289K
4.48K $764K
Activity Summary
Buys All Purchases 114 New Holdings 23 Increased Positions 91 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 1 Puts 0
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