Obermeyer Wood Investment Counsel, Lllp Sells in Q4 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SG
Sweetgreen, Inc.

Consumer Cyclical
-200
- 3.06%
$31.7 - $43.97 $6.34K - $8.79K
6.33K $202K
EPD
Enterprise Products Partners L.P.

Energy
-4.76K
- 8.61%
$28.66 - $34.43 $136K - $164K
50.5K $1.58M
VIG
Vanguard Dividend Appreciation

ETFs
-109
- 9.32%
N/A
1.06K $193K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-100
- 3.14%
$71.75 - $75.11 $7.18K - $7.51K
3.08K $221K
Linde PLC
-107
- 12.24%
N/A
767 $0
SRE
Sempra Energy

Utilities
-142
- 2.53%
$80.81 - $94.77 $11.5K - $13.5K
5.48K $480K
TROW
Price T Rowe Group Inc

Financial Services
-50
- 1.14%
$106.48 - $124.69 $5.32K - $6.23K
4.33K $489K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-104
- 3.57%
$370.24 - $418.94 $38.5K - $43.6K
2.81K $1.13M
TJX
Tjx Companies Inc

Consumer Cyclical
-1
- 0.01%
$112.15 - $127.2 $112 - $127
11.9K $1.43M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.44K
- 1.43%
$13.61 - $14.58 $19.6K - $21K
99.4K $1.43M
AXP
American Express CO

Financial Services
-399
- 5.87%
$267.35 - $305.57 $107K - $122K
6.39K $1.9M
NN
Nextnav Inc.

Communication Services
-1
- -0.0%
$7.49 - $18.0 $7.49 - $18
22.7K $353K
META
Meta Platforms, Inc.

Communication Services
-2.18K
- 2.58%
$554.08 - $632.68 $1.21M - $1.38M
82.4K $48.6M
CRM
Salesforce, Inc.

Technology
-398
- 7.15%
$270.87 - $367.87 $108K - $146K
5.17K $1.73M
AON
Aon PLC

Financial Services
-2.07K
- 1.88%
$344.14 - $393.31 $714K - $816K
108K $38.8M
CME
Cme Group Inc.

Financial Services
-1.26K
- 1.1%
$221.17 - $246.02 $279K - $310K
113K $26.3M
SAP
Sap Se

Technology
-549
- 0.51%
$218.13 - $255.54 $120K - $140K
108K $26.6M
MA
Mastercard Inc

Financial Services
-3.63K
- 2.75%
$491.3 - $536.15 $1.79M - $1.95M
128K $67.5M
WMT
Walmart Inc.

Consumer Defensive
-446
- 0.12%
$79.1 - $95.7 $35.3K - $42.7K
371K $33.5M
NVDA
Nvidia Corp

Technology
-1.63K
- 0.51%
$117.0 - $148.88 $191K - $243K
319K $42.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-9.66K
- 3.32%
$172.07 - $207.36 $1.66M - $2M
282K $55.6M
AAPL
Apple Inc.

Technology
-4.55K
- 1.23%
$221.69 - $259.02 $1.01M - $1.18M
365K $91.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.36K
- 1.57%
$180.88 - $232.93 $788K - $1.02M
274K $60M
AVGO
Broadcom Inc.

Technology
-5.86K
- 2.75%
$159.67 - $250.0 $936K - $1.47M
207K $48.1M
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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