Oppenheimer Asset Management Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.4 Billion distributed in 3330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $326M, Spdr Bloomberg 1 3 Month T Bil with a value of $216M, Amazon Com Inc with a value of $162M, Visa Inc. with a value of $142M, and Nvidia Corp with a value of $139M.
Examining the 13F form we can see an increase of $622M in the current position value, from $7.78B to 8.4B.
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
$8.4 Billion
Technology: $1.88 Billion
Financial Services: $1.21 Billion
Healthcare: $947 Million
ETFs: $945 Million
Consumer Cyclical: $857 Million
Industrials: $780 Million
Communication Services: $543 Million
Consumer Defensive: $413 Million
Other: $824 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions