|
⚲
|
| Obermeyer Wood Investment Counsel LLLP
✚
| |
|---|---|
| CRD # | 110069 |
| SEC # | 801-54953 |
| CIK # | 0001349654 |
| AUM | $2.4 BB (2024-06-13) |
| Employees | 24 (58% Investors, 0% Brokers) |
| Phone | 970-925-8747 |
| Address | 501 Rio Grande Place Aspen, CO 81611 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001349654 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 99.0 | |
| Apple Inc | 2,382,844.0 | 78.9 | |
| Alphabet Inc | 1,482,566.4 | 75.9 | |
| Mastercard Inc | 309,583.1 | 59.6 | |
| Amazon Com Inc | 1,092,997.8 | 55.1 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 52.3 | |
| UnitedHealth Group Inc | 477,004.0 | 44.7 | |
| Facebook Inc | 434,852.0 | 44.2 | |
| NVR Inc | 12,998.5 | 35.6 | |
| Broadcom Inc | 201,282.9 | 34.7 | |
| Lockheed Martin Corp | 111,953.9 | 34.1 | |
| Home Depot Inc | 277,648.0 | 33.7 | |
| Aon Corp | 56,421.9 | 33.1 | |
| ASML Holding NV | 197,439.9 | 32.9 | |
| United Technologies Corp /DE/ | 139,471.0 | 28.9 | |
| Oracle Corp | 182,760.6 | 26.3 | |
| Wal Mart Stores Inc | 335,434.5 | 25.8 | |
| Union Pacific Corp | 133,995.4 | 24.8 | |
| Procter & Gamble Co | 338,108.9 | 23.8 | |
| Johnson & Johnson | 465,600.2 | 22.9 | |
| Texas Instruments Inc | 142,156.2 | 22.9 | |
| Merck & Co Inc | 232,371.9 | 22.7 | |
| CME Group Inc | 74,083.9 | 22.7 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 0.2 |
| (b) Individuals (high net worth individuals) | 516 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 22 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,385 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,385 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,385 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,385 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001349654] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chesley Taft & Associates LLC
✚
|
IL | 2.4 |
|
London and Capital Wealth Advisers Ltd
✚
|
2.4 | |
|
Cincinnati Asset Management Inc
✚
|
OH | 2.4 |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2.4 |
|
CX Institutional LLC
✚
|
IN | 2.4 |
|
Comerica Securities Inc
✚
|
MI | 2.4 |
|
Emerald Advisers LLC
✚
|
PA | 2.4 |
|
Meritage Portfolio Management Inc
✚
|
KS | 2.4 |
|
HS Management Partners LLC
✚
|
NY | 2.4 |
|
Efficient Advisors LLC
✚
|
OH | 2.4 |