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Alexandra Phillips

@Obermeyer Wood Investment Counsel, Lllp

Latest period2024 - Q3ReportedManaged Assets$1.868BTotal holdings259
Assets growth rate7.06%Assets growth rate (2-Q avg)4.93%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Obermeyer Wood Investment Counsel, Lllp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Obermeyer Wood Investment Counsel, Lllp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.868B in assets, with a quarterly growth rate of 7.06% and a 2-quarter average growth rate of 4.93%. The portfolio is managed by Alexandra Phillips, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
9497⤦Wells Fargo Co New
Recent Activity
New Position
0.02%
$211,563
165 shares@ $1282.2 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.02%
$210,330
4,232 shares@ $49.7 avg price
USBUs Bancorp Del
Recent Activity
New Position
0.02%
$207,928
4,547 shares@ $45.73 avg price
VNQVanguard Index Fds
Recent Activity
New Position
0.02%
$207,797
2,133 shares@ $97.43 avg price
SJMSmucker J M Co
Recent Activity
New Position
0.02%
$205,870
1,700 shares@ $121.1 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.02%
$202,403
412 shares@ $491.27 avg price
IOOIshares Tr
Recent Activity
New Position
0.02%
$201,641
2,033 shares@ $99.19 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$200,370
1,000 shares@ $200.37 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$28,172
11,546 shares@ $2.44 avg price
PAVMPavmed Inc
Recent Activity
New Position
0.01%
$26,445
21,500 shares@ $1.23 avg price