Atwater Malick
Latest statistics and disclosures from Atwater Malick's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, WM, WMT, CAT, and represent 29.86% of Atwater Malick's stock portfolio.
- Added to shares of these 10 stocks: IVV, IBMO, IBMP, DMXF, ACWX, IBMN, AGL, CPRT, MSFT, KO.
- Started 6 new stock positions in GD, AGL, CTVA, ACWX, BR, IAU.
- Reduced shares in these 10 stocks: CMCSA, GOOG, DFAC, IWY, NVDA, LLY, FITB, VNQ, META, ABBV.
- Sold out of its position in GOOG.
- Atwater Malick was a net buyer of stock by $9.2M.
- Atwater Malick has $296M in assets under management (AUM), dropping by -0.98%.
- Central Index Key (CIK): 0001769288
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Portfolio Holdings for Atwater Malick
Atwater Malick holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.1 | $24M | 108k | 222.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $20M | +4% | 35k | 561.89 |
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| Waste Management (WM) | 5.5 | $16M | 70k | 231.51 |
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| Wal-Mart Stores (WMT) | 4.9 | $14M | 164k | 87.79 |
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| Caterpillar (CAT) | 4.8 | $14M | 43k | 329.80 |
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| Goldman Sachs (GS) | 4.7 | $14M | 25k | 546.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $14M | 88k | 154.64 |
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| McDonald's Corporation (MCD) | 4.1 | $12M | +2% | 39k | 312.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 4.1 | $12M | +2% | 39k | 312.04 |
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| Novo-nordisk A S Adr (NVO) | 3.8 | $11M | 164k | 69.44 |
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| Cummins (CMI) | 3.8 | $11M | 36k | 313.44 |
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| Procter & Gamble Company (PG) | 3.7 | $11M | +2% | 64k | 170.42 |
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| Coca-Cola Company (KO) | 3.5 | $10M | +3% | 144k | 71.62 |
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| Quest Diagnostics Incorporated (DGX) | 3.2 | $9.6M | +2% | 57k | 169.20 |
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| Johnson & Johnson (JNJ) | 2.7 | $8.1M | +2% | 49k | 165.84 |
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| A. O. Smith Corporation (AOS) | 2.6 | $7.6M | +3% | 116k | 65.36 |
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| Lowe's Companies (LOW) | 2.5 | $7.4M | +4% | 32k | 233.23 |
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| Microsoft Corporation (MSFT) | 2.5 | $7.4M | +5% | 20k | 375.40 |
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| Canadian Natl Ry (CNI) | 2.4 | $6.9M | 71k | 97.46 |
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| Walt Disney Company (DIS) | 2.1 | $6.3M | +3% | 64k | 98.70 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $5.0M | +2% | 43k | 116.39 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 1.1 | $3.2M | 68k | 46.67 |
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| United Parcel Service CL B (UPS) | 1.0 | $3.0M | +11% | 27k | 109.99 |
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| Packaging Corporation of America (PKG) | 1.0 | $3.0M | +12% | 15k | 198.02 |
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| Copart (CPRT) | 0.9 | $2.7M | +18% | 48k | 56.59 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.9 | $2.7M | +20% | 101k | 26.75 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $2.5M | -4% | 75k | 32.99 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.8 | $2.4M | +47% | 95k | 25.56 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $2.0M | +3% | 20k | 98.92 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.7 | $2.0M | +34% | 30k | 67.34 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.7 | $1.9M | +36% | 77k | 25.28 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $1.8M | -49% | 49k | 36.90 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | +31% | 24k | 61.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 2.6k | 532.58 |
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| Amazon (AMZN) | 0.5 | $1.3M | 7.0k | 190.26 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $1.2M | 2.5k | 495.27 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.1M | 2.0k | 548.12 |
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| AmerisourceBergen (COR) | 0.4 | $1.1M | 3.8k | 278.09 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.0M | -3% | 9.3k | 108.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $912k | 3.2k | 288.14 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $847k | +24% | 34k | 25.15 |
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| Eli Lilly & Co. (LLY) | 0.3 | $830k | 1.0k | 825.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $811k | 3.2k | 257.03 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $777k | 7.0k | 111.09 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $765k | +65% | 4.4k | 173.23 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $764k | +28% | 32k | 24.21 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $721k | -13% | 3.4k | 210.94 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $676k | 5.7k | 118.94 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $615k | 2.8k | 221.75 |
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| Abbvie (ABBV) | 0.2 | $568k | 2.7k | 209.52 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $481k | NEW | 8.7k | 55.45 |
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| Chevron Corporation (CVX) | 0.2 | $471k | +2% | 2.8k | 167.29 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $457k | 1.9k | 245.30 |
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| Hershey Company (HSY) | 0.2 | $455k | 2.7k | 171.03 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $451k | +3% | 3.7k | 121.12 |
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| Agilon Health (AGL) | 0.1 | $428k | NEW | 99k | 4.33 |
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| Pepsi (PEP) | 0.1 | $400k | 2.7k | 149.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $397k | 710.00 | 559.39 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $353k | 3.4k | 103.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $340k | 2.0k | 166.00 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $337k | +27% | 14k | 24.18 |
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| Danaher Corporation (DHR) | 0.1 | $327k | +6% | 1.6k | 205.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $313k | -2% | 3.5k | 90.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $311k | 6.1k | 50.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $310k | 661.00 | 468.92 |
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| Chubb (CB) | 0.1 | $305k | 1.0k | 301.99 |
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| Broadridge Financial Solutions (BR) | 0.1 | $289k | NEW | 1.2k | 242.46 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $282k | +28% | 11k | 25.26 |
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| Starbucks Corporation (SBUX) | 0.1 | $273k | 2.8k | 98.09 |
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| International Business Machines (IBM) | 0.1 | $250k | 1.0k | 248.66 |
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| NVR (NVR) | 0.1 | $246k | 34.00 | 7244.38 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $234k | NEW | 4.0k | 58.96 |
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| Fifth Third Ban (FITB) | 0.1 | $225k | -4% | 5.7k | 39.20 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $221k | 2.1k | 105.44 |
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| Corteva (CTVA) | 0.1 | $208k | NEW | 3.3k | 62.93 |
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| General Dynamics Corporation (GD) | 0.1 | $205k | NEW | 752.00 | 272.58 |
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| Meta Platforms Cl A (META) | 0.1 | $204k | -2% | 354.00 | 576.36 |
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| Fulton Financial (FULT) | 0.1 | $187k | 10k | 18.09 |
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Past Filings by Atwater Malick
SEC 13F filings are viewable for Atwater Malick going back to 2018
- Atwater Malick 2025 Q1 filed April 11, 2025
- Atwater Malick 2024 Q4 filed Jan. 15, 2025
- Atwater Malick 2024 Q3 filed Oct. 10, 2024
- Atwater Malick 2024 Q2 filed July 17, 2024
- Atwater Malick 2024 Q1 filed April 16, 2024
- Atwater Malick 2023 Q4 filed Jan. 11, 2024
- Atwater Malick 2023 Q3 filed Oct. 17, 2023
- Atwater Malick 2023 Q2 filed July 17, 2023
- Atwater Malick 2023 Q1 filed April 19, 2023
- Atwater Malick 2022 Q4 filed Feb. 14, 2023
- Atwater Malick 2022 Q3 filed Nov. 2, 2022
- Atwater Malick 2022 Q2 filed July 21, 2022
- Atwater Malick 2022 Q1 filed April 8, 2022
- Atwater Malick 2021 Q4 filed Jan. 21, 2022
- Atwater Malick 2021 Q3 filed Oct. 14, 2021
- Atwater Malick 2021 Q2 filed July 26, 2021