Obermeyer Wood Investment Counsel, Lllp Purchases in Q4 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
306
+ 35.05%
$378.79 - $428.11 $116K - $131K
1.18K $483K
NFLX
Netflix Inc

Communication Services
32
+ 4.86%
$687.65 - $936.56 $22K - $30K
691 $615K
IAU
Ishares Gold Trust

ETFs
2.9K
+ 68.55%
$48.37 - $52.65 $140K - $153K
7.13K $353K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.66K
+ 29.74%
$75.95 - $88.05 $278K - $323K
16K $1.22M
MPLX
Mplx LP

Energy
24
+ 0.08%
$43.77 - $51.66 $1.05K - $1.24K
29.7K $1.42M
IBM
International Business Machines Corp

Technology
446
+ 41.45%
$204.9 - $238.04 $91.4K - $106K
1.52K $334K
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 1.49%
$570.51 - $610.59 $38.8K - $41.5K
4.63K $2.72M
NOW
Service Now, Inc.

Technology
41
+ 13.71%
$867.18 - $1148.42 $35.6K - $47.1K
340 $360K
TRV
Travelers Companies, Inc.

Financial Services
333
+ 32.87%
$225.97 - $266.66 $75.2K - $88.8K
1.35K $324K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
763
+ 4.33%
$126.68 - $134.74 $96.7K - $103K
18.4K $2.35M
EQIX
Equinix Inc

Real Estate
5
+ 0.4%
$865.69 - $985.0 $4.33K - $4.93K
1.26K $1.18M
BX
Blackstone Inc.

Financial Services
97
+ 3.4%
$148.45 - $199.05 $14.4K - $19.3K
2.95K $508K
HON
Honeywell International Inc

Industrials
96
+ 5.57%
$202.84 - $236.0 $19.5K - $22.7K
1.82K $411K
MS
Morgan Stanley

Financial Services
54
+ 2.63%
$104.42 - $134.99 $5.64K - $7.29K
2.11K $265K
ETN
Eaton Corp PLC

Industrials
127
+ 1.36%
$326.96 - $377.52 $41.5K - $47.9K
9.47K $3.14M
PANW
Palo Alto Networks Inc

Technology
1.58K
+ 104.77%
$181.96 - $405.9 $288K - $643K
3.09K $562K
XLE
Energy Sector Spdr

ETFs
550
+ 10.96%
$83.32 - $97.27 $45.8K - $53.5K
5.57K $476K
PWR
Quanta Services, Inc.

Industrials
55
+ 6.11%
$296.05 - $346.6 $16.3K - $19.1K
955 $301K
XLK
Technology Sector Spdr

ETFs
47
+ 1.71%
$220.26 - $241.44 $10.4K - $11.3K
2.8K $650K
IWM
Ishares Russell 2000 ETF

ETFs
111
+ 1.87%
$216.13 - $242.4 $24K - $26.9K
6.05K $1.34M
AJG
Arthur J. Gallagher & Co.

Financial Services
66
+ 3.8%
$278.49 - $315.16 $18.4K - $20.8K
1.8K $511K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
145
+ 6.42%
$100.18 - $109.1 $14.5K - $15.8K
2.4K $251K
ORCC
Owl Rock Capital Corp

Financial Services
1.66K
+ 1.15%
N/A
146K $1.95M
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.94%
$471.27 - $550.62 $3.77K - $4.4K
420 $219K
DHR
Danaher Corp

Healthcare
410
+ 25.59%
$226.16 - $274.52 $92.7K - $113K
2.01K $461K
BTI
British American Tobacco P.L.C.

Consumer Defensive
663
+ 1.77%
$34.25 - $37.94 $22.7K - $25.2K
38.2K $1.39M
RWL
Invesco Exchange Traded Fd Tr

ETFs
148
+ 2.01%
$97.11 - $104.1 $14.4K - $15.4K
7.51K $735K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
294
+ 8.49%
$56.06 - $61.35 $16.5K - $18K
3.76K $212K
ICE
Intercontinental Exchange, Inc.

Financial Services
167
+ 9.94%
$148.29 - $166.93 $24.8K - $27.9K
1.85K $275K
ABC
Amerisourcebergen Corp

Healthcare
22
+ 0.83%
N/A
2.69K $497K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.48K
+ 100.0%
$25.33 - $51.16 $113K - $229K
8.95K $231K
Te Connectivity PLC
136
+ 4.9%
N/A
2.91K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
432K
+ 220.94%
N/A
628K $0
Ishares Bitcoin Trust ETF
4.39K
New
N/A
4.39K $0
Blackrock Inc
648
New
N/A
648 $0
Brookfield Corp
421K
+ 8053.8%
N/A
426K $0
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.82%
$118.38 - $133.06 $3.31K - $3.73K
3.44K $414K
GD
General Dynamics Corp

Industrials
114
+ 13.27%
$260.28 - $314.03 $29.7K - $35.8K
973 $256K
SNPS
Synopsys Inc

Technology
31
+ 3.61%
$485.36 - $588.0 $15K - $18.2K
890 $431K
VTV
Vanguard Value ETF

ETFs
110
+ 2.71%
$168.32 - $181.87 $18.5K - $20K
4.17K $705K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22
+ 2.15%
$209.89 - $233.24 $4.62K - $5.13K
1.05K $222K
NSC
Norfolk Southern Corp

Industrials
38
+ 3.2%
$230.6 - $277.0 $8.76K - $10.5K
1.23K $287K
DVY
Ishares Tr

ETFs
15
+ 0.53%
$129.55 - $143.41 $1.94K - $2.15K
2.83K $372K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.45K
+ 200.0%
$26.93 - $84.95 $227K - $717K
12.7K $346K
VCIT
Vanguard Intermediate Term Cor

ETFs
30
+ 0.71%
$80.13 - $83.77 $2.4K - $2.51K
4.28K $343K
RSP
Invesco S&P 500 Equal Weight E

ETFs
48
+ 0.87%
$174.22 - $187.62 $8.36K - $9.01K
5.59K $979K
RACE
Ferrari N.V.

Consumer Cyclical
16
+ 3.3%
$422.83 - $490.34 $6.77K - $7.85K
501 $212K
SYY
Sysco Corp

Consumer Defensive
323
+ 1.19%
$73.63 - $81.77 $23.8K - $26.4K
27.5K $2.11M
UPS
United Parcel Service Inc

Industrials
1
+ 0.05%
$122.65 - $138.35 $123 - $138
2.15K $270K
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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