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
PGR
Progressive Corp

Financial Services
157
+ 18.34%
$255.27 - $288.74 $40.1K - $45.3K
1.01K $270K
IOO
Ishares Tr Global 100 ETF

ETFs
14
+ 0.63%
$84.95 - $107.81 $1.19K - $1.51K
2.25K $242K
IXUS
Ishares Tr

ETFs
24
+ 0.73%
$62.37 - $77.63 $1.5K - $1.86K
3.31K $256K
SLV
I Shares Silver Trust

ETFs
375
+ 4.99%
$27.08 - $33.74 $10.2K - $12.7K
7.89K $258K
NSC
Norfolk Southern Corp

Industrials
9
+ 0.75%
$206.34 - $257.46 $1.86K - $2.32K
1.21K $310K
ICE
Intercontinental Exchange, Inc.

Financial Services
21
+ 1.21%
$151.62 - $183.47 $3.18K - $3.85K
1.76K $323K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18
+ 0.4%
$51.16 - $62.02 $921 - $1.12K
4.54K $281K
PLUG
Plug Power Inc

Industrials
10K
+ 100.0%
$0.7 - $1.49 $7K - $14.9K
20K $29K
AZO
Autozone Inc

Consumer Cyclical
5
+ 8.47%
$3478.38 - $3880.15 $17.4K - $19.4K
64 $237K
XEL
Xcel Energy Inc

Utilities
347
+ 7.33%
$65.65 - $72.39 $22.8K - $25.1K
5.08K $346K
GILD
Gilead Sciences, Inc.

Healthcare
71
+ 2.45%
$96.91 - $113.0 $6.88K - $8.02K
2.97K $328K
Global X Fds
4.16K
New
N/A
4.16K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
39.2K
+ 4.21%
N/A
969K $0
Blackrock Inc
8
+ 1.03%
N/A
784 $0
Linde PLC
43
+ 7.34%
N/A
629 $0
Ge Vernova Inc
421
New
N/A
421 $0
Ishares Bitcoin Trust ETF
822
+ 18.73%
N/A
5.21K $0
Canadian Pacific Kansas City
4.73K
New
N/A
4.73K $0
MO
Altria Group, Inc.

Consumer Defensive
142
+ 2.07%
$55.56 - $60.91 $7.89K - $8.65K
6.99K $409K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
36
+ 1.83%
$110.23 - $131.5 $3.97K - $4.73K
2K $247K
DHR
Danaher Corp

Healthcare
19
+ 1.61%
$174.64 - $205.16 $3.32K - $3.9K
1.2K $236K
AWK
American Water Works Company, Inc.

Utilities
76
+ 3.45%
$133.82 - $151.96 $10.2K - $11.5K
2.28K $317K
PSX
Phillips 66

Energy
11
+ 0.38%
$92.87 - $125.73 $1.02K - $1.38K
2.89K $344K
ALL
Allstate Corp

Financial Services
33
+ 1.06%
$180.53 - $212.64 $5.96K - $7.02K
3.14K $631K
YUM
Yum Brands Inc

Consumer Cyclical
17
+ 1.01%
$138.36 - $161.45 $2.35K - $2.74K
1.71K $253K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 3.42%
$212.1 - $244.27 $7.42K - $8.55K
1.06K $231K
ET
Energy Transfer LP

Energy
403
+ 0.66%
$15.65 - $18.93 $6.31K - $7.63K
61.1K $1.11M
KO
Coca Cola CO

Consumer Defensive
9
+ 0.03%
$68.37 - $73.9 $615 - $665
29.7K $2.1M
XLE
Energy Sector Spdr

ETFs
240
+ 4.31%
$76.44 - $94.13 $18.3K - $22.6K
5.81K $492K
COP
Conocophillips

Energy
77
+ 2.37%
$82.66 - $106.1 $6.36K - $8.17K
3.33K $298K
PEP
Pepsico Inc

Consumer Defensive
218
+ 4.32%
$128.02 - $151.37 $27.9K - $33K
5.27K $695K
OWL
Blue Owl Capital Inc.

Financial Services
318
+ 0.29%
$15.9 - $21.16 $5.06K - $6.73K
109K $2.09M
AMGN
Amgen Inc

Healthcare
122
+ 2.69%
$262.28 - $309.85 $32K - $37.8K
4.65K $1.3M
WSO
Watsco Inc

Industrials
41
+ 0.75%
$421.84 - $520.66 $17.3K - $21.3K
5.48K $2.42M
NEE
Nextera Energy Inc

Utilities
832
+ 0.28%
$64.11 - $75.0 $53.3K - $62.4K
296K $20.6M
SHW
Sherwin Williams CO

Basic Materials
13
+ 0.02%
$313.51 - $363.51 $4.08K - $4.73K
73.9K $25.4M
UNH
Unitedhealth Group Inc

Healthcare
37.4K
+ 49.32%
$274.35 - $599.47 $10.3M - $22.4M
113K $35.4M
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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