Obermeyer Wood Investment Counsel, Lllp New Holdings in Q1 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
14.2K
New
$136.51 - $154.58 $1.94M - $2.19M
14.2K $2.19M
NOMD
Nomad Foods LTD

Consumer Defensive
44K
New
$15.61 - $20.54 $687K - $904K
44K $864K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.81K
New
$302.31 - $337.54 $547K - $611K
1.81K $555K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
New
$24.91 - $29.02 $400K - $465K
16K $401K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.55K
New
$128.74 - $138.67 $328K - $354K
2.55K $345K
BA
Boeing CO

Industrials
1.93K
New
$148.15 - $186.25 $286K - $359K
1.93K $329K
GILD
Gilead Sciences, Inc.

Healthcare
2.89K
New
$89.14 - $117.41 $258K - $340K
2.89K $324K
YUM
Yum Brands Inc

Consumer Cyclical
1.69K
New
$123.25 - $162.53 $208K - $275K
1.69K $266K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.52K
New
$57.21 - $65.8 $259K - $297K
4.52K $263K
MUB
Ishares National Muni Bond ETF

ETFs
2.37K
New
$104.71 - $107.69 $248K - $256K
2.37K $250K
AZO
Autozone Inc

Consumer Cyclical
59
New
$3193.96 - $3828.11 $188K - $226K
59 $224K
QCOM
Qualcomm Inc

Technology
1.46K
New
$151.94 - $175.86 $222K - $257K
1.46K $224K
DUK
Duke Energy Corp

Utilities
1.82K
New
$105.87 - $121.97 $193K - $222K
1.82K $222K
EFV
Msci Eafe Value ETF

ETFs
3.76K
New
$51.88 - $60.73 $195K - $228K
3.76K $221K
AMD
Advanced Micro Devices Inc

Technology
2.11K
New
$96.63 - $129.55 $204K - $274K
2.11K $216K
OVV
Ovintiv Inc.

Energy
4.95K
New
$37.84 - $45.91 $187K - $227K
4.95K $211K
HDV
Ishares Core High Dividend ETF

ETFs
1.72K
New
$110.86 - $121.12 $190K - $208K
1.72K $208K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.6K
New
$21.23 - $23.75 $204K - $228K
9.6K $206K
SJM
J M Smucker CO

Consumer Defensive
1.72K
New
$100.41 - $118.41 $173K - $204K
1.72K $204K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.29K
New
$58.01 - $64.46 $191K - $212K
3.29K $204K
LUCD
Lucid Diagnostics Inc.

Healthcare
13K
New
$0.79 - $1.59 $10.3K - $20.7K
13K $19K
PLUG
Plug Power Inc

Industrials
10K
New
$1.34 - $3.15 $13.4K - $31.5K
10K $13K
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
Track This Portfolio

Track Obermeyer Wood Investment Counsel, Lllp Portfolio

Follow Obermeyer Wood Investment Counsel, Lllp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Obermeyer Wood Investment Counsel, Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Obermeyer Wood Investment Counsel, Lllp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email