Oppenheimer Asset Management Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.78 Billion distributed in 3204 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $248M, Spdr Bloomberg 1 3 Month T Bil with a value of $198M, Amazon Com Inc with a value of $153M, Visa Inc. with a value of $147M, and Goldman Sachs Access Treasury with a value of $123M.
Examining the 13F form we can see an decrease of $167M in the current position value, from $7.94B to 7.78B.
Oppenheimer Asset Management Inc. is based out at New York, NY
Below you can find more details about Oppenheimer Asset Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$7.78 Billion
Technology: $1.53 Billion
Financial Services: $1.16 Billion
Healthcare: $975 Million
ETFs: $887 Million
Consumer Cyclical: $787 Million
Industrials: $705 Million
Communication Services: $479 Million
Consumer Defensive: $404 Million
Other: $844 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
