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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.9K
+ 54.46%
$27.01 - $28.54 $186K - $197K
19.6K $547K
IWF
Ishares Russell 1000 Gr ETF

ETFs
759
+ 27.05%
$360.07 - $417.26 $273K - $317K
3.57K $1.29M
CVX
Chevron Corp

Energy
53
+ 0.8%
$146.71 - $167.97 $7.78K - $8.9K
6.65K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 0.84%
$117.15 - $158.79 $3.4K - $4.6K
3.47K $551K
WEC
Wec Energy Group, Inc.

Utilities
83
+ 1.02%
$92.12 - $108.98 $7.65K - $9.05K
8.19K $892K
MDLZ
Mondelez International, Inc.

Consumer Defensive
931
+ 11.62%
$56.12 - $68.15 $52.2K - $63.4K
8.94K $606K
SYK
Stryker Corp

Healthcare
239
+ 9.0%
$355.18 - $399.9 $84.9K - $95.6K
2.9K $1.08M
NOW
Service Now, Inc.

Technology
257
+ 75.59%
$783.83 - $1170.39 $201K - $301K
597 $475K
EEM
Ishares Msci Emerging Markets

ETFs
1.19K
+ 4.51%
$40.81 - $45.34 $48.5K - $53.9K
27.6K $1.2M
GS
Goldman Sachs Group Inc

Financial Services
189
+ 51.78%
$524.81 - $672.19 $99.2K - $127K
554 $302K
DOV
Dover Corp

Industrials
500
+ 42.81%
$174.65 - $206.43 $87.3K - $103K
1.67K $293K
NFLX
Netflix Inc

Communication Services
41
+ 5.93%
$828.4 - $1058.6 $34K - $43.4K
732 $682K
A
Agilent Technologies, Inc.

Healthcare
860
+ 42.79%
$116.69 - $152.6 $100K - $131K
2.87K $335K
SPGI
S&P Global Inc.

Financial Services
40
+ 1.09%
$478.26 - $543.77 $19.1K - $21.8K
3.71K $1.88M
CSCO
Cisco Systems, Inc.

Technology
318
+ 3.05%
$58.74 - $64.87 $18.7K - $20.6K
10.7K $663K
ALL
Allstate Corp

Financial Services
3
+ 0.1%
$180.99 - $210.18 $543 - $631
3.1K $642K
IWD
Ishares Russell 1000 Val ETF

ETFs
160
+ 5.7%
$182.82 - $196.21 $29.3K - $31.4K
2.97K $558K
VUG
Vanguard Growth ETF

ETFs
226
+ 19.17%
$369.1 - $427.61 $83.4K - $96.6K
1.41K $521K
ZTS
Zoetis Inc.

Healthcare
196
+ 11.29%
$156.48 - $175.67 $30.7K - $34.4K
1.93K $318K
PSX
Phillips 66

Energy
20
+ 0.7%
$113.93 - $131.55 $2.28K - $2.63K
2.88K $355K
GWW
W.W. Grainger, Inc.

Industrials
45
+ 17.24%
$953.54 - $1132.42 $42.9K - $51K
306 $302K
RACE
Ferrari N.V.

Consumer Cyclical
42
+ 8.38%
$413.73 - $508.15 $17.4K - $21.3K
543 $232K
PFE
Pfizer Inc

Healthcare
2.26K
+ 7.3%
$25.01 - $27.13 $56.5K - $61.3K
33.2K $841K
GD
General Dynamics Corp

Industrials
40
+ 4.11%
$241.94 - $272.58 $9.68K - $10.9K
1.01K $276K
LUCD
Lucid Diagnostics Inc.

Healthcare
13K
New
$0.79 - $1.59 $10.3K - $20.7K
13K $19K
COP
Conocophillips

Energy
3
+ 0.09%
$88.6 - $105.85 $266 - $318
3.25K $341K
PLUG
Plug Power Inc

Industrials
10K
New
$1.34 - $3.15 $13.4K - $31.5K
10K $13K
IXUS
Ishares Tr

ETFs
16
+ 0.49%
$65.06 - $72.31 $1.04K - $1.16K
3.29K $229K
ICLN
Ishares

ETFs
941
+ 4.83%
$10.94 - $11.86 $10.3K - $11.2K
20.4K $233K
MS
Morgan Stanley

Financial Services
253
+ 11.98%
$111.68 - $141.08 $28.3K - $35.7K
2.36K $275K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
261
+ 6.95%
$53.6 - $58.97 $14K - $15.4K
4.02K $220K
ABC
Amerisourcebergen Corp

Healthcare
36
+ 1.34%
N/A
2.72K $504K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
233
+ 9.7%
$96.93 - $109.51 $22.6K - $25.5K
2.64K $258K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2
+ 0.03%
$51.52 - $52.37 $103 - $105
6.51K $340K
ADI
Analog Devices Inc

Technology
530
+ 5.49%
$201.56 - $243.82 $107K - $129K
10.2K $2.05M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
302K
+ 48.04%
N/A
930K $0
Blackrock Inc
128
+ 19.75%
N/A
776 $0
Brookfield Corp
2.9K
+ 0.68%
N/A
429K $0
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 4.05%
$476.63 - $610.45 $8.1K - $10.4K
437 $216K
CNQ
Canadian Natural Resources LTD

Energy
5
+ 0.01%
$26.72 - $32.74 $134 - $164
71.2K $2.19M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22
+ 0.39%
$169.43 - $182.84 $3.73K - $4.02K
5.61K $972K
GLW
Corning Inc

Technology
13
+ 0.12%
$44.91 - $54.25 $584 - $705
10.5K $482K
DKNG
Draft Kings Inc.

Consumer Cyclical
297
+ 3.44%
$33.21 - $53.49 $9.86K - $15.9K
8.93K $296K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.49K
+ 8.76%
$102.49 - $119.96 $153K - $179K
18.5K $1.94M
IWR
Ishares Russell Mid Cap ETF

ETFs
91
+ 0.88%
$82.81 - $92.93 $7.54K - $8.46K
10.4K $884K
BLDR
Builders First Source, Inc.

Industrials
2
+ 0.1%
$122.8 - $173.51 $246 - $347
1.94K $242K
EMR
Emerson Electric CO

Industrials
668
+ 8.23%
$108.64 - $131.17 $72.6K - $87.6K
8.78K $962K
NN
Nextnav Inc.

Communication Services
2.42K
+ 10.67%
$9.4 - $16.11 $22.8K - $39K
25.1K $305K
PWR
Quanta Services, Inc.

Industrials
18
+ 1.88%
$236.71 - $358.03 $4.26K - $6.44K
973 $247K
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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