Obermeyer Wood Investment Counsel, Lllp Incresed Positions in Q3 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
78.5K
+ 811.75%
$252.51 - $292.2 $19.8M - $22.9M
88.2K $25.4M
NVDA
Nvidia Corp

Technology
168K
+ 109.33%
$98.91 - $134.91 $16.6M - $22.6M
321K $39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.3K
+ 9.12%
$475.2 - $527.7 $5.36M - $5.95M
135K $71.1M
VTI
Vanguard Total Stock Market Et

ETFs
4.36K
+ 4.59%
$255.18 - $283.2 $1.11M - $1.24M
99.4K $28.1M
AVGO
Broadcom Inc.

Technology
192K
+ 885.41%
$136.27 - $1745.86 $26.1M - $335M
213K $36.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
20.4K
+ 2.54%
$85.84 - $85.84 $1.75M - $1.75M
821K $70.5M
GLD
Spdr Gold Trust

ETFs
2.15K
+ 18.48%
$215.56 - $246.98 $464K - $532K
13.8K $3.35M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20.2K
+ 71.06%
$31.05 - $34.29 $627K - $692K
48.6K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
3.82K
+ 2.58%
$47.6 - $53.31 $182K - $204K
152K $8.04M
V
Visa Inc.

Financial Services
1.57K
+ 7.83%
$253.74 - $291.56 $397K - $457K
21.6K $5.93M
BTI
British American Tobacco P.L.C.

Consumer Defensive
12.5K
+ 50.0%
$31.07 - $39.36 $388K - $492K
37.5K $1.37M
ABBV
Abb Vie Inc.

Healthcare
265
+ 1.44%
$163.84 - $199.33 $43.4K - $52.8K
18.7K $3.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
91
+ 0.27%
$434.77 - $502.96 $39.6K - $45.8K
34.4K $16.8M
ACN
Accenture PLC

Technology
41
+ 0.63%
$295.44 - $355.81 $12.1K - $14.6K
6.6K $2.33M
CAT
Caterpillar Inc

Industrials
74
+ 1.56%
$316.8 - $391.12 $23.4K - $28.9K
4.82K $1.89M
ORCC
Owl Rock Capital Corp

Financial Services
20.9K
+ 16.94%
N/A
144K $1.93M
CNQ
Canadian Natural Resources LTD

Energy
11.2K
+ 19.0%
$31.97 - $37.41 $359K - $420K
70.3K $2.34M
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 28.37%
$161.9 - $179.3 $173K - $191K
4.83K $821K
SYY
Sysco Corp

Consumer Defensive
191
+ 0.71%
$69.16 - $78.98 $13.2K - $15.1K
27.2K $2.12M
SBUX
Starbucks Corp

Consumer Cyclical
1.36K
+ 46.82%
$72.51 - $98.6 $98.3K - $134K
4.25K $414K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
92
+ 0.54%
$105.53 - $118.34 $9.71K - $10.9K
17K $1.99M
IVV
Ishares Core S&P 500 ETF

ETFs
71
+ 1.58%
$520.18 - $576.82 $36.9K - $41K
4.56K $2.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.81K
+ 31.09%
$41.9 - $48.26 $118K - $135K
11.8K $566K
WSO
Watsco Inc

Industrials
24
+ 0.45%
$448.73 - $519.89 $10.8K - $12.5K
5.38K $2.64M
VB
Vanguard Small Cap ETF

ETFs
450
+ 20.4%
$214.77 - $237.72 $96.6K - $107K
2.66K $630K
NN
Nextnav Inc.

Communication Services
20.1K
+ 761.48%
$6.54 - $9.34 $131K - $187K
22.7K $170K
BX
Blackstone Inc.

Financial Services
388
+ 15.76%
$120.77 - $159.66 $46.9K - $61.9K
2.85K $436K
ARCC
Ares Capital Corp

Financial Services
5.53K
+ 3.67%
$19.8 - $21.28 $109K - $118K
156K $3.27M
CI
Cigna Corp

Healthcare
33
+ 0.47%
$319.12 - $367.1 $10.5K - $12.1K
7.06K $2.45M
ADP
Automatic Data Processing Inc

Industrials
25
+ 0.87%
$233.44 - $279.45 $5.84K - $6.99K
2.9K $803K
DHR
Danaher Corp

Healthcare
250
+ 18.49%
$239.25 - $280.76 $59.8K - $70.2K
1.6K $445K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.57%
$801.83 - $917.05 $11.2K - $12.8K
2.48K $2.19M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.08%
$39.15 - $46.02 $548 - $644
17.7K $808K
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 0.43%
$107.93 - $120.23 $5.5K - $6.13K
11.9K $1.39M
HSY
Hershey CO

Consumer Defensive
350
+ 13.94%
$182.45 - $203.25 $63.9K - $71.1K
2.86K $548K
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 2.96%
$191.76 - $263.26 $6.71K - $9.21K
1.22K $318K
SHOP
Shopify Inc.

Technology
200
+ 4.23%
$52.26 - $80.75 $10.5K - $16.2K
4.93K $395K
PM
Philip Morris International Inc.

Consumer Defensive
67
+ 2.0%
$101.25 - $127.45 $6.78K - $8.54K
3.42K $414K
AMGN
Amgen Inc

Healthcare
93
+ 2.25%
$309.38 - $337.38 $28.8K - $31.4K
4.23K $1.36M
EMR
Emerson Electric CO

Industrials
641
+ 12.28%
$98.19 - $118.87 $62.9K - $76.2K
5.86K $641K
VCIT
Vanguard Intermediate Term Cor

ETFs
560
+ 15.19%
$79.29 - $84.02 $44.4K - $47.1K
4.25K $355K
SHEL
Shell PLC

Energy
2.5K
+ 14.86%
$65.65 - $73.28 $164K - $183K
19.3K $1.27M
KR
Kroger CO

Consumer Defensive
413
+ 8.92%
$50.43 - $57.3 $20.8K - $23.7K
5.05K $289K
CSCO
Cisco Systems, Inc.

Technology
237
+ 3.06%
$44.74 - $53.22 $10.6K - $12.6K
7.98K $424K
NFLX
Netflix Inc

Communication Services
36
+ 5.78%
$598.55 - $722.26 $21.5K - $26K
659 $467K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.5K
+ 2.54%
$12.65 - $13.91 $31.6K - $34.8K
101K $1.39M
PANW
Palo Alto Networks Inc

Technology
113
+ 8.08%
$294.18 - $368.01 $33.2K - $41.6K
1.51K $516K
PLD
Prologis, Inc.

Real Estate
58
+ 3.0%
$111.95 - $132.43 $6.49K - $7.68K
1.99K $251K
TGT
Target Corp

Consumer Defensive
41
+ 1.45%
$133.47 - $159.25 $5.47K - $6.53K
2.86K $446K
Activity Summary
Buys All Purchases 99 New Holdings 30 Increased Positions 69 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 1 Puts 0
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