Obermeyer Wood Investment Counsel, Lllp Incresed Positions in Q2 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
CNQ
Canadian Natural Resources LTD

Energy
235
+ 0.33%
$25.14 - $34.01 $5.91K - $7.99K
71.5K $2.24M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.06%
$34.78 - $43.42 $417 - $521
18.9K $819K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
252
+ 0.08%
$48.5 - $49.35 $12.2K - $12.4K
299K $14.7M
IEFA
Ishares Tr

ETFs
92
+ 2.09%
$67.83 - $84.09 $6.24K - $7.74K
4.49K $374K
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
QCOM
Qualcomm Inc

Technology
142
+ 9.7%
$124.66 - $159.48 $17.7K - $22.6K
1.61K $255K
CBRE
Cbre Group, Inc.

Real Estate
66
+ 2.79%
$113.94 - $140.12 $7.52K - $9.25K
2.43K $340K
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
PGR
Progressive Corp

Financial Services
157
+ 18.34%
$255.27 - $288.74 $40.1K - $45.3K
1.01K $270K
IXUS
Ishares Tr

ETFs
24
+ 0.73%
$62.37 - $77.63 $1.5K - $1.86K
3.31K $256K
IOO
Ishares Tr Global 100 ETF

ETFs
14
+ 0.63%
$84.95 - $107.81 $1.19K - $1.51K
2.25K $242K
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
TRV
Travelers Companies, Inc.

Financial Services
20
+ 1.49%
$233.83 - $276.34 $4.68K - $5.53K
1.37K $365K
GILD
Gilead Sciences, Inc.

Healthcare
71
+ 2.45%
$96.91 - $113.0 $6.88K - $8.02K
2.97K $328K
Blackrock Inc
8
+ 1.03%
N/A
784 $0
Ishares Bitcoin Trust ETF
822
+ 18.73%
N/A
5.21K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
39.2K
+ 4.21%
N/A
969K $0
Linde PLC
43
+ 7.34%
N/A
629 $0
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
36
+ 1.83%
$110.23 - $131.5 $3.97K - $4.73K
2K $247K
MO
Altria Group, Inc.

Consumer Defensive
142
+ 2.07%
$55.56 - $60.91 $7.89K - $8.65K
6.99K $409K
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
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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