Obermeyer Wood Investment Counsel, Lllp Sells in Q4 2024

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-94.7K
- 88.42%
$223.15 - $249.32 $21.1M - $23.6M
12.4K $2.83M
CVX
Chevron Corp

Energy
-114K
- 94.52%
$141.15 - $162.53 $16.1M - $18.5M
6.6K $955K
UNH
Unitedhealth Group Inc

Healthcare
-6.69K
- 7.81%
$485.52 - $625.25 $3.25M - $4.18M
79K $40M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-44.7K
- 7.8%
$176.42 - $186.91 $7.88M - $8.35M
527K $93.9M
NVR
Nvr Inc

Consumer Cyclical
-125
- 2.83%
$8101.21 - $9940.51 $1.01M - $1.24M
4.29K $35M
LMT
Lockheed Martin Corp

Industrials
-368
- 0.9%
$479.66 - $614.62 $177K - $226K
40.7K $19.8M
MRK
Merck & Co., Inc.

Healthcare
-15.4K
- 8.51%
$96.31 - $114.76 $1.48M - $1.77M
165K $16.5M
JNJ
Johnson & Johnson

Healthcare
-9.19K
- 6.16%
$143.34 - $165.86 $1.32M - $1.52M
140K $20.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.48K
- 1.44%
$442.29 - $483.08 $1.54M - $1.68M
239K $108M
CMCSA
Comcast Corp

Communication Services
-11.9K
- 2.26%
$37.39 - $45.14 $447K - $539K
516K $19.4M
MSFT
Microsoft Corp

Technology
-837
- 0.39%
$406.35 - $454.46 $340K - $380K
216K $91M
CI
Cigna Corp

Healthcare
-5.39K
- 76.41%
$265.59 - $358.58 $1.43M - $1.93M
1.67K $459K
HD
Home Depot, Inc.

Consumer Cyclical
-1.02K
- 1.08%
$385.02 - $431.37 $392K - $439K
93.1K $36.2M
CAT
Caterpillar Inc

Industrials
-4.16K
- 86.21%
$360.37 - $416.88 $1.5M - $1.73M
665 $241K
XOM
Exxon Mobil Corp

Energy
-1.1K
- 0.73%
$105.51 - $125.37 $116K - $138K
150K $16.1M
PG
Procter & Gamble CO

Consumer Defensive
-3.72K
- 2.66%
$161.05 - $179.7 $599K - $668K
136K $22.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-21.1K
- 3.0%
$44.33 - $49.55 $937K - $1.05M
683K $30.7M
CB
Chubb LTD

Financial Services
-832
- 0.94%
$271.57 - $301.89 $226K - $251K
87.3K $24.1M
ABT
Abbott Laboratories

Healthcare
-9.18K
- 39.07%
$111.93 - $119.39 $1.03M - $1.1M
14.3K $1.62M
VEA
Vanguard Ftse Developed Market

ETFs
-3.67K
- 2.41%
$47.57 - $52.44 $175K - $193K
148K $7.1M
DOV
Dover Corp

Industrials
-4.71K
- 80.11%
$184.72 - $206.51 $869K - $972K
1.17K $219K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.9K
- 40.84%
$33.92 - $36.6 $673K - $727K
28.8K $994K
IDXX
Idexx Laboratories Inc

Healthcare
-742
- 22.25%
$406.92 - $495.42 $302K - $368K
2.59K $1.07M
GLD
Spdr Gold Trust

ETFs
-2.12K
- 15.33%
$236.59 - $257.5 $500K - $545K
11.7K $2.83M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.38K
- 0.85%
$48.48 - $49.47 $116K - $118K
277K $13.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-414
- 5.91%
$288.47 - $316.54 $119K - $131K
6.59K $1.91M
CCI
Crown Castle International Corp

Real Estate
-5
- 0.06%
$89.78 - $119.11 $449 - $596
7.97K $723K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-152
- 11.24%
$501.29 - $612.85 $76.2K - $93.2K
1.2K $624K
NKE
Nike, Inc.

Consumer Cyclical
-1.68K
- 36.29%
$73.36 - $89.13 $123K - $150K
2.96K $223K
VZ
Verizon Communications Inc

Communication Services
-2.41K
- 13.9%
$39.6 - $45.21 $95.6K - $109K
15K $598K
ADBE
Adobe Inc.

Technology
-123
- 7.4%
$437.39 - $552.96 $53.8K - $68K
1.54K $684K
VB
Vanguard Small Cap ETF

ETFs
-757
- 28.5%
$233.76 - $261.58 $177K - $198K
1.9K $456K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-725
- 8.3%
$59.25 - $72.99 $43K - $52.9K
8.01K $478K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.34K
- 19.79%
$44.04 - $49.49 $103K - $116K
9.49K $418K
BAC
Bank Of America Corp

Financial Services
-4.21K
- 39.0%
$39.22 - $47.77 $165K - $201K
6.59K $289K
ADP
Automatic Data Processing Inc

Industrials
-625
- 21.53%
$280.08 - $307.97 $175K - $192K
2.28K $666K
ICLN
Ishares

ETFs
-4.29K
- 18.05%
$11.35 - $14.51 $48.7K - $62.3K
19.5K $221K
PFE
Pfizer Inc

Healthcare
-1.15K
- 3.58%
$24.8 - $30.19 $28.5K - $34.7K
30.9K $821K
BNL
Broadstone Net Lease, Inc.

Real Estate
-1.09K
- 4.45%
$15.86 - $18.7 $17.2K - $20.3K
23.3K $369K
APD
Air Products & Chemicals, Inc.

Basic Materials
-170
- 4.81%
$285.5 - $335.62 $48.5K - $57.1K
3.36K $974K
TGT
Target Corp

Consumer Defensive
-107
- 3.74%
$121.59 - $160.69 $13K - $17.2K
2.76K $372K
FISV
Fiserv Inc

Technology
-500
- 16.23%
N/A
2.58K $323K
IWD
Ishares Russell 1000 Val ETF

ETFs
-260
- 8.48%
$183.23 - $199.79 $47.6K - $51.9K
2.81K $519K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-461
- 7.16%
$100.24 - $101.35 $46.2K - $46.7K
5.98K $601K
PLD
Prologis, Inc.

Real Estate
-75
- 3.76%
$101.4 - $126.96 $7.61K - $9.52K
1.92K $202K
SOXX
Ishares Semiconductor ETF

ETFs
-22
- 0.91%
$211.27 - $239.8 $4.65K - $5.28K
2.38K $513K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-635
- 8.89%
$51.54 - $52.55 $32.7K - $33.4K
6.51K $336K
SBUX
Starbucks Corp

Consumer Cyclical
-133
- 3.13%
$87.44 - $102.5 $11.6K - $13.6K
4.12K $375K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-2.58K
- 2.96%
N/A
84.5K $1.11M
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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