Obermeyer Wood Investment Counsel, Lllp Purchases in Q4 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
72.2K
+ 1359.25%
$338.75 - $399.71 $24.5M - $28.9M
77.6K $26.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
420K
+ 80.24%
$50.62 - $50.97 $21.3M - $21.4M
943K $47.8M
GOOG
Alphabet Inc.

Communication Services
5.89K
+ 1.46%
$163.08 - $198.16 $961K - $1.17M
409K $77.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.63K
+ 7.14%
$521.84 - $558.82 $5.02M - $5.38M
144K $77.8M
ASML
Asml Holding Nv

Technology
15K
+ 47.32%
$658.43 - $872.27 $9.89M - $13.1M
46.8K $32.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30.5K
+ 3.72%
N/A
851K $73.1M
TXN
Texas Instruments Inc

Technology
9.84K
+ 8.61%
N/A
124K $24.2M
V
Visa Inc.

Financial Services
2.62K
+ 12.14%
$273.87 - $320.91 $717K - $840K
24.2K $7.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.72K
+ 5.0%
$481.22 - $538.17 $827K - $925K
36.1K $18.4M
GOOGL
Alphabet Inc.

Communication Services
2.09K
+ 5.74%
$161.86 - $196.66 $338K - $411K
38.5K $7.28M
JPM
Jpmorgan Chase & CO

Financial Services
644
+ 1.9%
$205.18 - $250.29 $132K - $161K
34.6K $8.3M
SPGI
S&P Global Inc.

Financial Services
2.2K
+ 150.51%
$480.36 - $529.17 $1.06M - $1.17M
3.67K $1.83M
VTI
Vanguard Total Stock Market Et

ETFs
1.38K
+ 1.39%
$280.04 - $302.45 $388K - $419K
101K $29.2M
SYK
Stryker Corp

Healthcare
2.66K
New
$345.14 - $392.15 $917K - $1.04M
2.66K $956K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.8K
+ 12.97%
$77.86 - $79.27 $1M - $1.02M
112K $8.73M
ACN
Accenture PLC

Technology
1.66K
+ 25.15%
$343.9 - $376.86 $571K - $626K
8.26K $2.91M
DIS
Walt Disney CO

Communication Services
3.5K
+ 29.86%
$92.39 - $117.6 $324K - $412K
15.2K $1.7M
ARCC
Ares Capital Corp

Financial Services
18.9K
+ 12.11%
$20.74 - $22.27 $392K - $421K
175K $3.83M
OWL
Blue Owl Capital Inc.

Financial Services
1.46K
+ 1.11%
$19.51 - $24.81 $28.4K - $36.1K
133K $3.09M
CAG
Conagra Brands Inc.

Consumer Defensive
19K
New
$26.48 - $32.72 $502K - $621K
19K $526K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.56%
$664750.0 - $724132.5 $665K - $724K
19 $12.9M
WFC
Wells Fargo & Company

Financial Services
4.1K
+ 29.8%
$54.98 - $77.35 $226K - $317K
17.9K $1.26M
BDX
Becton Dickinson & CO

Healthcare
1.9K
New
$220.02 - $243.75 $417K - $462K
1.9K $430K
ABBV
Abb Vie Inc.

Healthcare
4.49K
+ 24.01%
$164.99 - $203.87 $741K - $916K
23.2K $4.12M
PCAR
Paccar Inc

Industrials
4.08K
New
$97.92 - $118.41 $400K - $484K
4.08K $424K
USB
Us Bancorp \De\

Financial Services
8.48K
+ 186.5%
$43.98 - $53.66 $373K - $455K
13K $623K
UBER
Uber Technologies, Inc

Technology
7.61K
+ 245.99%
$59.93 - $86.34 $456K - $657K
10.7K $645K
EMR
Emerson Electric CO

Industrials
2.25K
+ 38.43%
$108.13 - $134.33 $244K - $303K
8.12K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
300
+ 12.12%
$873.59 - $994.69 $262K - $298K
2.78K $2.54M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.12K
+ 61.56%
$103.6 - $112.52 $323K - $351K
8.19K $858K
COP
Conocophillips

Energy
3.25K
New
$95.12 - $114.72 $309K - $373K
3.25K $322K
PJP
Invesco Exchange Traded Fd Tr

ETFs
3.7K
New
$82.12 - $89.61 $304K - $332K
3.7K $305K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
7.89K
New
$37.83 - $40.57 $298K - $320K
7.89K $298K
NEE
Nextera Energy Inc

Utilities
4.07K
New
$69.77 - $85.43 $284K - $348K
4.07K $291K
GE
General Electric CO

Industrials
1.74K
New
$159.95 - $194.23 $279K - $339K
1.74K $290K
DE
Deere & CO

Industrials
172
+ 0.55%
$389.45 - $466.0 $67K - $80.2K
31.3K $13.3M
BROS
Dutch Bros Inc.

Consumer Cyclical
4.61K
New
$30.72 - $55.82 $142K - $257K
4.61K $241K
LNG
Cheniere Energy, Inc.

Energy
1.01K
New
$181.07 - $225.92 $184K - $229K
1.01K $217K
GS
Goldman Sachs Group Inc

Financial Services
365
New
$486.1 - $608.57 $177K - $222K
365 $209K
WMB
Williams Companies, Inc.

Energy
3.85K
New
$46.37 - $59.74 $179K - $230K
3.85K $208K
MSGS
Madison Square Garden Sports Corp.

Communication Services
897
New
$208.82 - $235.85 $187K - $212K
897 $202K
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 0.41%
$567.81 - $607.81 $31.2K - $33.4K
13.5K $7.89M
CTVA
Corteva, Inc.

Basic Materials
4.29K
+ 15.77%
$55.21 - $64.13 $237K - $275K
31.5K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 4.27%
$213.65 - $479.86 $11.1K - $25K
1.27K $512K
CSCO
Cisco Systems, Inc.

Technology
2.45K
+ 30.72%
$52.45 - $60.02 $129K - $147K
10.4K $617K
IOO
Ishares Tr Global 100 ETF

ETFs
1.82K
+ 89.47%
$97.46 - $103.45 $177K - $188K
3.85K $388K
MO
Altria Group, Inc.

Consumer Defensive
3.14K
+ 64.79%
$49.06 - $57.74 $154K - $181K
7.98K $417K
SHOP
Shopify Inc.

Technology
377
+ 7.65%
$78.14 - $119.49 $29.5K - $45K
5.31K $564K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.35K
+ 18.92%
$44.2 - $49.46 $148K - $165K
21K $962K
Activity Summary
Buys All Purchases 125 New Holdings 17 Increased Positions 108 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 1 Puts 0
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