Avoid Fraud, Get The Facts, And Find The Best
Legal Name: OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
MASTERCARD INC (57636Q104)
|
262,758 |
$69,507k |
|
|
Ball Corp. (058498106)
|
802,753 |
$56,185k |
|
|
Alphabet Inc (02079K107)
|
41,388 |
$44,737k |
|
|
Aon, PLC (G0408V102)
|
229,986 |
$44,383k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
368,100 |
$40,384k |
|
|
EBAY INC (278642103)
|
980,659 |
$38,736k |
|
|
NIKE INC (654106103)
|
458,169 |
$38,463k |
|
|
Bank of America Corp. (060505104)
|
1,323,903 |
$38,393k |
|
|
CROWN CASTLE INTL (22822V101)
|
292,652 |
$38,147k |
|
|
MICROSOFT CORP (594918104)
|
283,057 |
$37,918k |
|
|
CONSTELLATION BRANDS (21036P108)
|
180,762 |
$35,599k |
|
|
BAXTER INTL INC (071813109)
|
430,021 |
$35,219k |
|
|
CERNER CORP (156782104)
|
472,232 |
$34,615k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
164,958 |
$33,750k |
|
|
ROBERT HALF INTL INC (770323103)
|
578,549 |
$32,983k |
|
|
MCDONALDS CORP (580135101)
|
158,556 |
$32,926k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
148,244 |
$31,601k |
|
|
TARGET CORPORATION (87612E106)
|
360,769 |
$31,246k |
|
|
NVIDIA Corp (67066G104)
|
189,900 |
$31,187k |
|
|
EATON CORPORATION (G29183103)
|
340,737 |
$28,377k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
93,590 |
$22,837k |
|
|
ADOBE INC (00724F101)
|
75,526 |
$22,254k |
|
|
Amazon.com Inc (023135106)
|
11,728 |
$22,208k |
|
|
Cabot Oil & Gas Corp (127097103)
|
947,578 |
$21,756k |
|
|
Teradyne Inc (880770102)
|
445,065 |
$21,323k |
|
|
HILTON WRLDWDE HLDGS (43300A203)
|
217,166 |
$21,226k |
|
|
CBRE GROUP INC (12504L109)
|
412,025 |
$21,137k |
|
|
Facebook Inc (30303M102)
|
109,445 |
$21,123k |
|
|
CELGENE CORP (151020104)
|
210,322 |
$19,442k |
|
|
salesforce.com Inc (79466L302)
|
126,042 |
$19,124k |
|
|
AT&T INC (00206R102)
|
514,451 |
$17,239k |
|
|
ISHARES (464288646)
|
281,639 |
$15,051k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
80,848 |
$12,134k |
|
|
MPLX LP (55336V100)
|
168,042 |
$5,409k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
118,387 |
$4,938k |
|
|
ENTERPRISE PRODS (293792107)
|
167,662 |
$4,840k |
|
|
ACCELERATE DIAGNOSTICS INC (00430H102)
|
151,258 |
$3,461k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
43,006 |
$3,366k |
|
|
ENERGY TRANSFER LP (29273V100)
|
230,040 |
$3,239k |
|
|
Apple Inc (037833100)
|
13,631 |
$2,698k |
|
|
ANALOG DEVICES INC (032654105)
|
22,645 |
$2,556k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
8 |
$2,547k |
|
|
JOHNSON & JOHNSON (478160104)
|
16,469 |
$2,294k |
|
|
PLAINS ALL AMERN PIP (726503105)
|
88,197 |
$2,148k |
|
|
INTEL CORP (458140100)
|
43,053 |
$2,061k |
|
|
IDEXX LABS INC (45168D104)
|
7,242 |
$1,994k |
|
|
Exxon Mobil Corp (30231G102)
|
20,933 |
$1,604k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,416 |
$1,500k |
|
|
LOWES CO (548661107)
|
14,839 |
$1,497k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
5,150 |
$1,386k |
|
|
COCA-COLA CO (191216100)
|
26,839 |
$1,367k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,172 |
$1,222k |
|
|
WELLS FARGO CO NEW (949746101)
|
22,887 |
$1,083k |
|
|
PROCTER & GAMBLE CO (742718109)
|
9,022 |
$989k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
14,789 |
$946k |
|
|
FIRST WESTERN FINANCIAL INC (33751L105)
|
65,006 |
$862k |
|
|
INTL FLAVORS & FRAGR (459506101)
|
5,921 |
$859k |
|
|
OMEGA HEALTHCARE INV (681936100)
|
21,200 |
$779k |
|
|
Chevron Corp (166764100)
|
6,189 |
$770k |
|
|
ISHARES (464288638)
|
13,410 |
$764k |
|
|
Boeing Co/The (097023105)
|
2,038 |
$742k |
|
|
NORFOLK SOUTHERN (655844108)
|
3,650 |
$728k |
|
|
ABBOTT LABS (002824100)
|
8,549 |
$719k |
|
|
Bristol-Myers Squibb Co (110122108)
|
15,600 |
$707k |
|
|
ISHARES (464287234)
|
15,945 |
$684k |
|
|
DOVER CORP (260003108)
|
6,655 |
$667k |
|
|
ALPHABET INC (02079K305)
|
601 |
$651k |
|
|
PPG INDUSTRIES INC (693506107)
|
5,541 |
$647k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
7,115 |
$622k |
|
|
KIMBERLY CLARK CORP (494368103)
|
4,616 |
$615k |
|
|
UNION PAC CORP (907818108)
|
3,585 |
$606k |
|
|
MERCK & CO INC (58933Y105)
|
7,174 |
$602k |
|
|
ABBVIE INC (00287Y109)
|
8,114 |
$590k |
|
|
THE HERSHEY COMPANY (427866108)
|
4,010 |
$537k |
|
|
Incyte Corp (45337C102)
|
6,300 |
$535k |
|
|
SPDR SERIES TRUST (78464A375)
|
14,960 |
$523k |
|
|
GILEAD SCIENCES INC (375558103)
|
7,630 |
$515k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,259 |
$507k |
|
|
STRYKER CORP (863667101)
|
2,450 |
$504k |
|
|
Illumina Inc (452327109)
|
1,212 |
$446k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,658 |
$438k |
|
|
JEFFERIES FINANCIAL (47233W109)
|
22,400 |
$431k |
|
|
AMGEN INC (031162100)
|
2,300 |
$424k |
|
|
3M CO (88579Y101)
|
2,363 |
$410k |
|
|
CARNIVAL CORP (143658300)
|
8,765 |
$408k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,569 |
$402k |
|
|
EATON VANCE (27828Y108)
|
26,628 |
$400k |
|
|
FISERV INC (337738108)
|
4,300 |
$392k |
|
|
Royal Dutch Shell PLC (780259206)
|
5,725 |
$373k |
|
|
PFIZER INC (717081103)
|
8,586 |
$372k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,847 |
$371k |
|
|
ISHARES TR (464288588)
|
3,407 |
$367k |
|
|
CDN PACIFIC RAILWAY (13645T100)
|
1,494 |
$351k |
|
|
DISNEY WALT CO (254687106)
|
2,470 |
$345k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
3,618 |
$325k |
|
|
American Express Co. (025816109)
|
2,592 |
$320k |
|
|
BROWN FORMAN CORP (115637209)
|
5,625 |
$312k |
|
|
ALLSTATE CORP (020002101)
|
2,900 |
$295k |
|
|
Phillips 66 (718546104)
|
3,142 |
$294k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
3,300 |
$288k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
4,953 |
$283k |
|
|
VISA INC COM CL A (92826C839)
|
1,632 |
$283k |
|
|
CORNING INCORPORATED (219350105)
|
8,220 |
$273k |
|
|
ConocoPhillips (20825C104)
|
4,411 |
$269k |
|
|
SPDR SERIES TRUST (78464A474)
|
7,984 |
$246k |
|
|
ISHARES (464287465)
|
3,699 |
$243k |
|
|
CONAGRA BRANDS INC (205887102)
|
9,110 |
$242k |
|
|
MONDELEZ INTL INC (609207105)
|
4,376 |
$236k |
|
|
RAYTHEON (755111507)
|
1,342 |
$233k |
|
|
PEPSICO INC (713448108)
|
1,698 |
$223k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
3,940 |
$220k |
|
|
General Motors Co (37045V100)
|
5,350 |
$206k |
|
|
AQUA AMERICA INC (03836W103)
|
4,956 |
$205k |
|
|
DuPont de Nemours Inc (26614N102)
|
2,710 |
$203k |
|
|
Linde PLC (G5494J103)
|
1,000 |
$201k |
|
|
PRA GROUP INC (73640QAB1)
|
50,000 |
$49k |
|
|
HURON CONSULTING GROUP INC (447462AB8)
|
50,000 |
$49k |
|
|
AMPIO PHARMACEUTICALS INC (03209T109)
|
19,508 |
$8k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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