Oppenheimer & CO Inc Portfolio Holdings
Oppenheimer & CO Inc
- $6.52 Billion
- Q4 2024
Oppenheimer & CO Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.52 Billion distributed in 1548 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $299M, Apple Inc. with a value of $274M, Nvidia Corp with a value of $168M, Amazon Com Inc with a value of $135M, and Meta Platforms, Inc. with a value of $100M.
Examining the 13F form we can see an increase of $98.4M in the current position value, from $6.42B to 6.52B.
Oppenheimer & CO Inc is based out at New York, NY
Below you can find more details about Oppenheimer & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$6.52 Billion
ETFs: $1.61 Billion
Technology: $1.36 Billion
Financial Services: $746 Million
Industrials: $538 Million
Consumer Cyclical: $504 Million
Healthcare: $470 Million
Communication Services: $422 Million
Consumer Defensive: $286 Million
Other: $563 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,548
- Current Value $6.52 Billion
- Prior Value $6.42 Billion
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 176 stocks
- Additional Purchases 710 stocks
- Sold out of 0 stocks
- Reduced holdings in 575 stocks