Obermeyer Wood Investment Counsel, Lllp Sells in Q1 2025

Obermeyer Wood Investment Counsel, Lllp

  • $1.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
-1.74K
- 12.73%
$34.36 - $41.92 $59.6K - $72.8K
11.9K $415K
AMAT
Applied Materials Inc

Technology
-12
- 0.17%
$145.06 - $195.51 $1.74K - $2.35K
7.02K $1.02M
WFC
Wells Fargo & Company

Financial Services
-2.01K
- 11.26%
$66.78 - $81.42 $134K - $164K
15.9K $1.14M
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.05K
- 14.2%
$62.77 - $71.4 $66.1K - $75.2K
6.36K $405K
SHOP
Shopify Inc.

Technology
-444
- 8.37%
$90.59 - $129.31 $40.2K - $57.4K
4.86K $464K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.01K
- 16.91%
$100.59 - $103.47 $102K - $105K
4.97K $514K
APD
Air Products & Chemicals, Inc.

Basic Materials
-348
- 10.35%
$283.24 - $338.07 $98.6K - $118K
3.01K $888K
FISV
Fiserv Inc

Technology
-674
- 26.11%
N/A
1.91K $238K
WELL
Welltower Inc.

Real Estate
-1.33K
- 29.84%
$124.05 - $156.86 $165K - $209K
3.13K $479K
BNL
Broadstone Net Lease, Inc.

Real Estate
-5.73K
- 24.56%
$15.2 - $17.25 $87K - $98.8K
17.6K $299K
AWK
American Water Works Company, Inc.

Utilities
-912
- 29.27%
$121.01 - $149.31 $110K - $136K
2.2K $325K
TJX
Tjx Companies Inc

Consumer Cyclical
-594
- 5.01%
$112.81 - $126.16 $67K - $74.9K
11.3K $1.37M
BAC
Bank Of America Corp

Financial Services
-1.04K
- 15.84%
$39.61 - $47.74 $41.4K - $49.8K
5.55K $231K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 4.08%
$497.6 - $606.74 $24.4K - $29.7K
1.15K $572K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-21
- 1.83%
$522.96 - $601.18 $11K - $12.6K
1.13K $600K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-52
- 0.43%
$69.82 - $78.67 $3.63K - $4.09K
12K $844K
FDX
Fedex Corp

Industrials
-2
- 0.17%
$230.33 - $281.53 $461 - $563
1.16K $281K
CL
Colgate Palmolive CO

Consumer Defensive
-561
- 10.46%
$85.68 - $97.5 $48.1K - $54.7K
4.8K $449K
PCAR
Paccar Inc

Industrials
-10
- 0.24%
$96.91 - $112.51 $969 - $1.13K
4.07K $396K
PEP
Pepsico Inc

Consumer Defensive
-62
- 1.21%
$142.64 - $156.42 $8.84K - $9.7K
5.05K $756K
ORCC
Owl Rock Capital Corp

Financial Services
-1.27K
- 0.87%
N/A
144K $1.93M
INTU
Intuit Inc

Technology
-2
- 0.28%
$555.63 - $630.23 $1.11K - $1.26K
707 $434K
MO
Altria Group, Inc.

Consumer Defensive
-1.14K
- 14.23%
$50.81 - $60.02 $57.7K - $68.2K
6.85K $411K
VIG
Vanguard Dividend Appreciation

ETFs
-21
- 1.98%
N/A
1.04K $189K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-148
- 1.97%
$96.9 - $104.39 $14.3K - $15.4K
7.36K $731K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-259
- 0.31%
N/A
84.3K $1.11M
NSC
Norfolk Southern Corp

Industrials
-22
- 1.8%
$227.69 - $259.76 $5.01K - $5.71K
1.2K $284K
Te Connectivity PLC
-1.02K
- 34.84%
N/A
1.9K $0
Linde PLC
-181
- 23.6%
N/A
586 $0
HSY
Hershey CO

Consumer Defensive
-28
- 0.97%
$144.74 - $186.36 $4.05K - $5.22K
2.86K $489K
KMB
Kimberly Clark Corp

Consumer Defensive
-125
- 6.73%
$124.46 - $147.4 $15.6K - $18.4K
1.73K $246K
VCIT
Vanguard Intermediate Term Cor

ETFs
-30
- 0.7%
$79.17 - $82.04 $2.38K - $2.46K
4.25K $347K
DVY
Ishares Tr

ETFs
-15
- 0.53%
$128.58 - $138.1 $1.93K - $2.07K
2.82K $378K
KR
Kroger CO

Consumer Defensive
-316
- 6.26%
$58.36 - $67.72 $18.4K - $21.4K
4.73K $320K
IEFA
Ishares Tr

ETFs
-128
- 2.83%
$69.57 - $78.65 $8.9K - $10.1K
4.4K $332K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-78
- 3.82%
$110.55 - $130.35 $8.62K - $10.2K
1.96K $249K
ICE
Intercontinental Exchange, Inc.

Financial Services
-106
- 5.74%
$142.8 - $176.36 $15.1K - $18.7K
1.74K $300K
SBUX
Starbucks Corp

Consumer Cyclical
-21
- 0.51%
$91.75 - $115.81 $1.93K - $2.43K
4.1K $401K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-22
- 2.1%
$208.48 - $244.03 $4.59K - $5.37K
1.02K $249K
IEV
Ishares Tr Europe ETF

ETFs
-5K
- 9.09%
$51.89 - $60.68 $259K - $303K
50K $2.91M
VZ
Verizon Communications Inc

Communication Services
-363
- 2.43%
$37.81 - $46.49 $13.7K - $16.9K
14.6K $661K
CI
Cigna Corp

Healthcare
-19
- 1.14%
$274.49 - $329.0 $5.22K - $6.25K
1.65K $541K
WPC
W. P. Carey Inc.

Real Estate
-167
- 1.51%
$53.5 - $65.05 $8.93K - $10.9K
10.9K $686K
AJG
Arthur J. Gallagher & Co.

Financial Services
-62
- 3.44%
$275.89 - $345.24 $17.1K - $21.4K
1.74K $601K
KO
Coca Cola CO

Consumer Defensive
-2.33K
- 7.28%
$60.81 - $72.32 $142K - $169K
29.7K $2.13M
VICI
Vici Properties Inc.

Real Estate
-1.82K
- 2.94%
$28.21 - $32.68 $51.2K - $59.3K
60K $1.96M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-618
- 1.62%
$35.35 - $42.74 $21.8K - $26.4K
37.5K $1.55M
WSO
Watsco Inc

Industrials
-7
- 0.13%
$463.86 - $530.75 $3.25K - $3.72K
5.44K $2.77M
ABT
Abbott Laboratories

Healthcare
-426
- 2.98%
$111.1 - $140.22 $47.3K - $59.7K
13.9K $1.84M
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
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