Obermeyer Wood Investment Counsel, Lllp Reduced Holdings in Q2 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-615K
- 69.81%
N/A
266K $22.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32.7K
- 13.85%
$483.48 - $539.8 $15.8M - $17.6M
203K $98.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-538K
- 83.77%
$35.35 - $42.68 $19M - $23M
104K $4.44M
JNJ
Johnson & Johnson

Healthcare
-118K
- 88.21%
$146.36 - $159.82 $17.3M - $18.9M
15.8K $2.41M
MRK
Merck & Co., Inc.

Healthcare
-151K
- 93.87%
$73.47 - $87.12 $11.1M - $13.2M
9.89K $782K
AAPL
Apple Inc.

Technology
-18.2K
- 5.07%
$172.42 - $223.89 $3.14M - $4.07M
340K $69.8M
AON
Aon PLC

Financial Services
-2.42K
- 2.3%
$335.85 - $398.81 $812K - $964K
103K $36.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
-4
- 21.05%
$725400.0 - $809350.0 $2.9M - $3.24M
15 $10.9M
ABBV
Abb Vie Inc.

Healthcare
-12K
- 50.43%
$170.16 - $206.27 $2.04M - $2.48M
11.8K $2.19M
XOM
Exxon Mobil Corp

Energy
-2.7K
- 1.54%
$99.93 - $119.04 $269K - $321K
173K $18.6M
SYY
Sysco Corp

Consumer Defensive
-20.4K
- 78.45%
$68.0 - $75.91 $1.39M - $1.55M
5.6K $423K
CB
Chubb LTD

Financial Services
-268
- 0.32%
$274.32 - $302.46 $73.5K - $81.1K
83.6K $24.2M
CMCSA
Comcast Corp

Communication Services
-13.8K
- 2.81%
$32.84 - $36.72 $453K - $506K
476K $17M
LLY
Eli Lilly & CO

Healthcare
-395
- 2.37%
$713.71 - $898.95 $282K - $355K
16.3K $12.7M
EPD
Enterprise Products Partners L.P.

Energy
-22.9K
- 34.85%
$28.95 - $34.22 $662K - $783K
42.8K $1.33M
LOW
Lowes Companies Inc

Consumer Cyclical
-293
- 1.55%
$210.83 - $235.28 $61.8K - $68.9K
18.6K $4.13M
CVX
Chevron Corp

Energy
-739
- 11.11%
$133.73 - $168.51 $98.8K - $125K
5.91K $846K
GOOGL
Alphabet Inc.

Communication Services
-6.7K
- 15.71%
$144.7 - $178.6 $969K - $1.2M
35.9K $6.33M
WM
Waste Management Inc

Industrials
-925
- 6.69%
$216.47 - $242.1 $200K - $224K
12.9K $2.95M
BMY
Bristol Myers Squibb CO

Healthcare
-559
- 4.27%
$44.12 - $59.6 $24.7K - $33.3K
12.5K $580K
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 0.67%
$285.55 - $321.23 $14K - $15.7K
7.3K $2.13M
UNP
Union Pacific Corp

Industrials
-364
- 3.67%
$208.27 - $238.46 $75.8K - $86.8K
9.57K $2.2M
LMT
Lockheed Martin Corp

Industrials
-356
- 26.85%
$430.82 - $486.45 $153K - $173K
970 $449K
PFE
Pfizer Inc

Healthcare
-3.7K
- 11.13%
$21.59 - $24.84 $79.8K - $91.8K
29.5K $715K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-2.79K
- 5.87%
$11.11 - $14.46 $31K - $40.3K
44.7K $558K
MPLX
Mplx LP

Energy
-982
- 2.79%
$46.68 - $53.89 $45.8K - $52.9K
34.2K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
-339
- 0.38%
$335.24 - $380.78 $114K - $129K
89K $32.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 0.87%
$390.26 - $489.06 $3.9K - $4.89K
1.14K $462K
V
Visa Inc.

Financial Services
-618
- 2.51%
$308.27 - $373.31 $191K - $231K
24K $8.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.43K
- 7.14%
$114.78 - $133.31 $164K - $190K
18.6K $2.47M
WFC
Wells Fargo & Company

Financial Services
-2.72K
- 17.16%
$60.98 - $80.12 $166K - $218K
13.1K $1.05M
VZ
Verizon Communications Inc

Communication Services
-545
- 3.74%
$41.67 - $45.62 $22.7K - $24.9K
14K $607K
WEC
Wec Energy Group, Inc.

Utilities
-83
- 1.01%
$102.24 - $109.76 $8.49K - $9.11K
8.1K $844K
PFG
Principal Financial Group Inc

Financial Services
-183
- 2.8%
$69.56 - $86.19 $12.7K - $15.8K
6.34K $503K
HSY
Hershey CO

Consumer Defensive
-189
- 6.61%
$151.29 - $173.13 $28.6K - $32.7K
2.67K $443K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 0.06%
$310.86 - $348.77 $311 - $349
1.74K $557K
APD
Air Products & Chemicals, Inc.

Basic Materials
-18
- 0.6%
$248.61 - $294.96 $4.47K - $5.31K
3K $844K
CI
Cigna Corp

Healthcare
-112
- 6.8%
$301.89 - $340.04 $33.8K - $38.1K
1.53K $507K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5
- 0.03%
$24.32 - $27.87 $122 - $139
19.6K $518K
SBUX
Starbucks Corp

Consumer Cyclical
-18
- 0.44%
$79.69 - $99.41 $1.43K - $1.79K
4.08K $373K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-351
- 8.74%
$47.46 - $55.3 $16.7K - $19.4K
3.67K $202K
BLDR
Builders First Source, Inc.

Industrials
-11
- 0.57%
$105.63 - $131.12 $1.16K - $1.44K
1.93K $225K
TGT
Target Corp

Consumer Defensive
-12
- 0.43%
$88.76 - $105.77 $1.07K - $1.27K
2.75K $271K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-184
- 2.06%
$63.54 - $68.5 $11.7K - $12.6K
8.76K $590K
MDT
Medtronic PLC

Healthcare
-39
- 1.12%
$80.68 - $88.86 $3.15K - $3.47K
3.45K $300K
PCAR
Paccar Inc

Industrials
-5
- 0.12%
$86.4 - $99.09 $432 - $495
4.07K $386K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-246
- 3.78%
$51.68 - $52.76 $12.7K - $13K
6.26K $330K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-51
- 1.03%
$102.02 - $103.5 $5.2K - $5.28K
4.92K $506K
DVY
Ishares Tr

ETFs
-20
- 0.71%
$118.37 - $134.86 $2.37K - $2.7K
2.8K $371K
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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