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
EMR
Emerson Electric CO

Industrials
201
+ 2.29%
$94.15 - $133.33 $18.9K - $26.8K
8.98K $1.2M
KMI
Kinder Morgan, Inc.

Energy
7.9K
New
$25.21 - $29.4 $199K - $232K
7.9K $232K
TSLA
Tesla, Inc.

Consumer Cyclical
475
+ 35.11%
$221.86 - $362.89 $105K - $172K
1.83K $580K
CMI
Cummins Inc

Industrials
700
New
$267.12 - $336.65 $187K - $236K
700 $229K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.87K
New
$61.79 - $76.67 $177K - $220K
2.87K $218K
XLY
Select Sector Spdr Consumer Di

ETFs
1K
New
$176.34 - $218.59 $176K - $219K
1K $217K
DOW
Dow Inc.

Basic Materials
11.9K
+ 100.06%
$25.81 - $34.89 $307K - $415K
23.8K $630K
XLK
Technology Sector Spdr

ETFs
300
+ 10.7%
$179.73 - $253.23 $53.9K - $76K
3.1K $786K
ITB
Ishares Tr

ETFs
2.2K
New
$85.52 - $96.61 $188K - $213K
2.2K $204K
NKE
Nike, Inc.

Consumer Cyclical
2.88K
New
$53.27 - $72.04 $153K - $208K
2.88K $204K
T
At&T Inc.

Communication Services
6.95K
New
$26.33 - $28.94 $183K - $201K
6.95K $201K
NN
Nextnav Inc.

Communication Services
7.38K
+ 29.38%
$10.96 - $15.32 $80.9K - $113K
32.5K $494K
ACN
Accenture PLC

Technology
1.07K
+ 10.67%
$279.23 - $323.21 $298K - $346K
11.1K $3.31M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 24.09%
$86.05 - $107.7 $113K - $141K
6.76K $728K
IEMG
Ishares Inc

ETFs
3.36K
New
N/A
3.36K $180K
ADP
Automatic Data Processing Inc

Industrials
541
+ 23.75%
$276.76 - $326.81 $150K - $177K
2.82K $869K
NOW
Service Now, Inc.

Technology
20
+ 3.35%
$721.65 - $1040.18 $14.4K - $20.8K
617 $634K
CAT
Caterpillar Inc

Industrials
107
+ 5.43%
$273.94 - $388.21 $29.3K - $41.5K
2.08K $805K
GE
General Electric CO

Industrials
4
+ 0.16%
$166.81 - $257.39 $667 - $1.03K
2.5K $643K
RSP
Invesco S&P 500 Equal Weight E

ETFs
505
+ 9.0%
$152.93 - $181.74 $77.2K - $91.8K
6.12K $1.11M
INTU
Intuit Inc

Technology
17
+ 2.4%
$544.07 - $787.63 $9.25K - $13.4K
724 $570K
VIG
Vanguard Dividend Appreciation

ETFs
685
+ 65.87%
N/A
1.73K $314K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
5K
+ 6.64%
$11.53 - $13.87 $57.7K - $69.4K
80.3K $1.11M
GLW
Corning Inc

Technology
894
+ 8.48%
$39.07 - $52.59 $34.9K - $47K
11.4K $601K
VTV
Vanguard Value ETF

ETFs
533
+ 9.53%
$153.67 - $176.74 $81.9K - $94.2K
6.13K $1.08M
VB
Vanguard Small Cap ETF

ETFs
350
+ 18.43%
$193.73 - $237.37 $67.8K - $83.1K
2.25K $532K
PM
Philip Morris International Inc.

Consumer Defensive
137
+ 3.94%
$149.23 - $184.95 $20.4K - $25.3K
3.61K $657K
SPGI
S&P Global Inc.

Financial Services
61
+ 1.65%
$438.31 - $527.29 $26.7K - $32.2K
3.77K $1.99M
GS
Goldman Sachs Group Inc

Financial Services
17
+ 3.07%
$462.22 - $707.75 $7.86K - $12K
571 $404K
CRM
Salesforce, Inc.

Technology
271
+ 5.77%
$236.26 - $291.15 $64K - $78.9K
4.97K $1.36M
TXN
Texas Instruments Inc

Technology
453
+ 0.37%
N/A
122K $23.6M
ARCC
Ares Capital Corp

Financial Services
5.4K
+ 3.28%
$18.91 - $22.43 $102K - $121K
170K $3.73M
MS
Morgan Stanley

Financial Services
146
+ 6.18%
$99.83 - $140.86 $14.6K - $20.6K
2.51K $353K
ABT
Abbott Laboratories

Healthcare
168
+ 1.21%
$123.95 - $138.08 $20.8K - $23.2K
14.1K $1.91M
SYK
Stryker Corp

Healthcare
4
+ 0.14%
$337.37 - $395.63 $1.35K - $1.58K
2.9K $1.15M
DLR
Digital Realty Trust, Inc.

Real Estate
22
+ 1.25%
$136.11 - $177.69 $2.99K - $3.91K
1.78K $309K
TJX
Tjx Companies Inc

Consumer Cyclical
311
+ 2.76%
$119.13 - $135.03 $37K - $42K
11.6K $1.43M
RACE
Ferrari N.V.

Consumer Cyclical
38
+ 7.0%
$397.86 - $499.02 $15.1K - $19K
581 $285K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.06%
$34.78 - $43.42 $417 - $521
18.9K $819K
CNQ
Canadian Natural Resources LTD

Energy
235
+ 0.33%
$25.14 - $34.01 $5.91K - $7.99K
71.5K $2.24M
IEFA
Ishares Tr

ETFs
92
+ 2.09%
$67.83 - $84.09 $6.24K - $7.74K
4.49K $374K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
252
+ 0.08%
$48.5 - $49.35 $12.2K - $12.4K
299K $14.7M
BAC
Bank Of America Corp

Financial Services
72
+ 1.3%
$34.39 - $47.46 $2.48K - $3.42K
5.62K $265K
GWW
W.W. Grainger, Inc.

Industrials
17
+ 5.56%
$919.93 - $1101.66 $15.6K - $18.7K
323 $335K
WELL
Welltower Inc.

Real Estate
198
+ 6.33%
$136.49 - $155.22 $27K - $30.7K
3.33K $511K
CBRE
Cbre Group, Inc.

Real Estate
66
+ 2.79%
$113.94 - $140.12 $7.52K - $9.25K
2.43K $340K
QCOM
Qualcomm Inc

Technology
142
+ 9.7%
$124.66 - $159.48 $17.7K - $22.6K
1.61K $255K
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 4.12%
$451.58 - $565.94 $8.13K - $10.2K
455 $247K
DHI
Horton D R Inc

Consumer Cyclical
117
+ 1.48%
$115.1 - $129.63 $13.5K - $15.2K
8.02K $1.03M
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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