Obermeyer Wood Investment Counsel, Lllp Incresed Positions in Q4 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
127
+ 1.36%
$326.96 - $377.52 $41.5K - $47.9K
9.47K $3.14M
PANW
Palo Alto Networks Inc

Technology
1.58K
+ 104.77%
$181.96 - $405.9 $288K - $643K
3.09K $562K
XLE
Energy Sector Spdr

ETFs
550
+ 10.96%
$83.32 - $97.27 $45.8K - $53.5K
5.57K $476K
PWR
Quanta Services, Inc.

Industrials
55
+ 6.11%
$296.05 - $346.6 $16.3K - $19.1K
955 $301K
XLK
Technology Sector Spdr

ETFs
47
+ 1.71%
$220.26 - $241.44 $10.4K - $11.3K
2.8K $650K
IWM
Ishares Russell 2000 ETF

ETFs
111
+ 1.87%
$216.13 - $242.4 $24K - $26.9K
6.05K $1.34M
AJG
Arthur J. Gallagher & Co.

Financial Services
66
+ 3.8%
$278.49 - $315.16 $18.4K - $20.8K
1.8K $511K
ORCC
Owl Rock Capital Corp

Financial Services
1.66K
+ 1.15%
N/A
146K $1.95M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
145
+ 6.42%
$100.18 - $109.1 $14.5K - $15.8K
2.4K $251K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.94%
$471.27 - $550.62 $3.77K - $4.4K
420 $219K
BTI
British American Tobacco P.L.C.

Consumer Defensive
663
+ 1.77%
$34.25 - $37.94 $22.7K - $25.2K
38.2K $1.39M
RWL
Invesco Exchange Traded Fd Tr

ETFs
148
+ 2.01%
$97.11 - $104.1 $14.4K - $15.4K
7.51K $735K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
294
+ 8.49%
$56.06 - $61.35 $16.5K - $18K
3.76K $212K
ICE
Intercontinental Exchange, Inc.

Financial Services
167
+ 9.94%
$148.29 - $166.93 $24.8K - $27.9K
1.85K $275K
ABC
Amerisourcebergen Corp

Healthcare
22
+ 0.83%
N/A
2.69K $497K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.48K
+ 100.0%
$25.33 - $51.16 $113K - $229K
8.95K $231K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
432K
+ 220.94%
N/A
628K $0
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.82%
$118.38 - $133.06 $3.31K - $3.73K
3.44K $414K
Te Connectivity PLC
136
+ 4.9%
N/A
2.91K $0
Brookfield Corp
421K
+ 8053.8%
N/A
426K $0
SNPS
Synopsys Inc

Technology
31
+ 3.61%
$485.36 - $588.0 $15K - $18.2K
890 $431K
GD
General Dynamics Corp

Industrials
114
+ 13.27%
$260.28 - $314.03 $29.7K - $35.8K
973 $256K
VTV
Vanguard Value ETF

ETFs
110
+ 2.71%
$168.32 - $181.87 $18.5K - $20K
4.17K $705K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22
+ 2.15%
$209.89 - $233.24 $4.62K - $5.13K
1.05K $222K
NSC
Norfolk Southern Corp

Industrials
38
+ 3.2%
$230.6 - $277.0 $8.76K - $10.5K
1.23K $287K
DVY
Ishares Tr

ETFs
15
+ 0.53%
$129.55 - $143.41 $1.94K - $2.15K
2.83K $372K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.45K
+ 200.0%
$26.93 - $84.95 $227K - $717K
12.7K $346K
VCIT
Vanguard Intermediate Term Cor

ETFs
30
+ 0.71%
$80.13 - $83.77 $2.4K - $2.51K
4.28K $343K
RSP
Invesco S&P 500 Equal Weight E

ETFs
48
+ 0.87%
$174.22 - $187.62 $8.36K - $9.01K
5.59K $979K
RACE
Ferrari N.V.

Consumer Cyclical
16
+ 3.3%
$422.83 - $490.34 $6.77K - $7.85K
501 $212K
SYY
Sysco Corp

Consumer Defensive
323
+ 1.19%
$73.63 - $81.77 $23.8K - $26.4K
27.5K $2.11M
UPS
United Parcel Service Inc

Industrials
1
+ 0.05%
$122.65 - $138.35 $123 - $138
2.15K $270K
IEFA
Ishares Tr

ETFs
137
+ 3.12%
$70.06 - $77.43 $9.6K - $10.6K
4.53K $318K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.06%
$113.92 - $127.38 $1.14K - $1.27K
17K $1.96M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.89K
+ 6.48%
$12.61 - $15.33 $36.4K - $44.2K
47.4K $610K
ZTS
Zoetis Inc.

Healthcare
104
+ 6.37%
$162.24 - $194.42 $16.9K - $20.2K
1.74K $282K
WM
Waste Management Inc

Industrials
197
+ 1.44%
$201.79 - $228.46 $39.8K - $45K
13.8K $2.79M
PEP
Pepsico Inc

Consumer Defensive
277
+ 5.73%
$151.29 - $176.1 $41.9K - $48.8K
5.11K $777K
PSX
Phillips 66

Energy
5
+ 0.18%
$110.35 - $138.93 $552 - $695
2.86K $325K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
14
+ 0.69%
$104.0 - $138.19 $1.46K - $1.93K
2.04K $226K
HSY
Hershey CO

Consumer Defensive
28
+ 0.98%
$168.67 - $193.65 $4.72K - $5.42K
2.89K $489K
WSO
Watsco Inc

Industrials
73
+ 1.36%
$466.57 - $568.78 $34.1K - $41.5K
5.45K $2.58M
SHEL
Shell PLC

Energy
21
+ 0.11%
$60.63 - $70.23 $1.27K - $1.47K
19.3K $1.21M
CL
Colgate Palmolive CO

Consumer Defensive
47
+ 0.88%
$90.22 - $102.31 $4.24K - $4.81K
5.36K $487K
WPC
W. P. Carey Inc.

Real Estate
167
+ 1.53%
$53.44 - $61.33 $8.92K - $10.2K
11K $601K
BLDR
Builders First Source, Inc.

Industrials
18
+ 0.94%
$142.93 - $198.25 $2.57K - $3.57K
1.94K $276K
EEM
Ishares Msci Emerging Markets

ETFs
132
+ 0.5%
$41.82 - $47.36 $5.52K - $6.25K
26.4K $1.1M
DOW
Dow Inc.

Basic Materials
1.75K
+ 14.68%
$39.1 - $55.34 $68.2K - $96.6K
13.6K $547K
CNQ
Canadian Natural Resources LTD

Energy
900
+ 1.28%
$29.51 - $37.6 $26.6K - $33.8K
71.2K $2.2M
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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