Wimmer Associates 1

Latest statistics and disclosures from Wimmer Associates 1's latest quarterly 13F-HR filing:

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Positions held by Wimmer Associates 1 consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wimmer Associates 1

Companies in the Wimmer Associates 1 portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $12M 67k 174.62
Microsoft Corporation (MSFT) 4.9 $8.9M 29k 308.29
Vanguard Dividend Appreciation Index Etf Div App Etf (VIG) 4.0 $7.2M +4% 44k 162.16
Alphabet Class A Cap Stk Cl A (GOOGL) 3.8 $6.9M 2.5k 2781.28
Amazon (AMZN) 3.3 $5.9M 1.8k 3259.83
Adobe Systems Incorporated (ADBE) 3.1 $5.6M 12k 455.65
Vanguard Total Stock Market Index Etf Total Stk Mkt (VTI) 2.9 $5.3M 23k 227.67
Visa (V) 2.8 $5.0M 23k 221.78
Costco Wholesale Corporation (COST) 2.7 $4.8M 8.4k 575.83
Invesco Ftse Rafi Us 1000 Etf Ftse Rafi 1000 (PRF) 2.6 $4.7M +24% 27k 170.87
Spdr S&p 500 Etf Tr Unit (SPY) 2.5 $4.6M 10k 451.67
Alphabet Class C Cap Stk Cl C (GOOG) 2.1 $3.8M 1.3k 2793.03
Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT) 2.0 $3.6M +16% 48k 74.70
3M Company (MMM) 2.0 $3.5M 24k 148.87

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Pepsi (PEP) 1.7 $3.0M 18k 167.37
Abbott Laboratories (ABT) 1.7 $3.0M 25k 118.37
Berkshire Hathaway Class B Cl B New (BRK.B) 1.6 $3.0M -3% 8.4k 352.88
Becton, Dickinson and (BDX) 1.6 $2.9M 11k 266.03
United Parcel Service (UPS) 1.6 $2.8M 13k 214.45
Abbvie (ABBV) 1.6 $2.8M +2% 17k 162.14
NVIDIA Corporation (NVDA) 1.5 $2.8M 10k 272.83
Chevron Corporation (CVX) 1.5 $2.7M +5% 16k 162.82
Starbucks Corporation (SBUX) 1.3 $2.4M 27k 90.98
Lockheed Martin Corporation (LMT) 1.3 $2.4M +12% 5.4k 441.31
Verizon Communications (VZ) 1.3 $2.3M 46k 50.94
Qualcomm (QCOM) 1.2 $2.2M +2% 15k 152.84
Johnson & Johnson (JNJ) 1.2 $2.1M 12k 177.20
Amgen (AMGN) 1.2 $2.1M 8.8k 241.87
Walt Disney Company (DIS) 1.2 $2.1M -4% 15k 137.16
Northern Trust Corporation (NTRS) 1.1 $2.0M 17k 116.44
IDEXX Laboratories (IDXX) 1.1 $2.0M -3% 3.6k 547.08
McDonald's Corporation (MCD) 1.1 $2.0M 8.0k 247.30
Broadridge Financial Solutions (BR) 0.9 $1.7M 11k 155.72
Procter & Gamble Company (PG) 0.9 $1.6M 11k 152.81
Intel Corporation (INTC) 0.9 $1.6M 32k 49.57
Cisco Systems (CSCO) 0.9 $1.5M +4% 28k 55.76
Marsh & McLennan Companies (MMC) 0.8 $1.5M -2% 8.6k 170.37
Pfizer (PFE) 0.8 $1.4M +18% 28k 51.77
Merck & Co (MRK) 0.8 $1.4M 17k 82.05
SYSCO Corporation (SYY) 0.8 $1.4M 17k 81.65
Vanguard S&p 500 Index Etf S&p 500 Etf Shs (VOO) 0.8 $1.4M 3.3k 415.22
Lowe's Companies (LOW) 0.7 $1.3M 6.2k 202.11
Target Corporation (TGT) 0.7 $1.2M 5.8k 212.16
Stryker Corporation (SYK) 0.6 $1.2M 4.3k 267.25
Thermo Fisher Scientific (TMO) 0.6 $1.2M 2.0k 590.47
Automatic Data Processing (ADP) 0.6 $1.1M -3% 4.9k 227.49
FedEx Corporation (FDX) 0.6 $1.1M 4.7k 231.37
Berkshire Hathaway Class A Cl A (BRK.A) 0.6 $1.1M 2.00 529000.00
Invesco Qqq Trust Etf Unit Ser 1 (QQQ) 0.6 $1.0M 2.9k 362.63
Prologis (PLD) 0.5 $985k 6.1k 161.48
Nucor Corporation (NUE) 0.5 $844k 5.7k 148.59
Union Pacific Corporation (UNP) 0.5 $827k 3.0k 273.03
Exxon Mobil Corporation (XOM) 0.4 $798k 9.7k 82.55
Wells Fargo & Company (WFC) 0.4 $769k 16k 48.44
Diageo Spon Adr New (DEO) 0.4 $732k 3.6k 203.16
Accenture Shs Class A (ACN) 0.4 $725k 2.2k 337.21
Phillips 66 (PSX) 0.4 $721k +3% 8.3k 86.41
Paychex (PAYX) 0.4 $718k -5% 5.3k 136.40
Home Depot (HD) 0.4 $692k 2.3k 299.44
BlackRock (BLK) 0.4 $665k 870.00 764.37
Coca-Cola Company (KO) 0.4 $655k 11k 62.04
Vanguard Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.4 $641k 13k 48.04
Wal-Mart Stores (WMT) 0.3 $624k +3% 4.2k 148.96
Blackstone Group Com Cl A (BX) 0.3 $620k 4.9k 126.84
JPMorgan Chase & Co. (JPM) 0.3 $615k -2% 4.5k 136.39
Kimberly-Clark Corporation (KMB) 0.3 $613k 5.0k 123.12
Emerson Electric (EMR) 0.3 $595k 6.1k 98.01
TJX Companies (TJX) 0.3 $594k 9.8k 60.54
ConocoPhillips (COP) 0.3 $585k 5.9k 99.95
Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV) 0.3 $583k 1.3k 453.70
eBay (EBAY) 0.3 $541k 9.5k 57.23
Canadian Natl Ry (CNI) 0.3 $541k 4.0k 134.08
Raytheon Technologies Corp (RTX) 0.3 $530k +7% 5.3k 99.12
Vanguard Value Index Etf Value Etf (VTV) 0.3 $528k +104% 3.6k 147.69
Caterpillar (CAT) 0.3 $528k +3% 2.4k 222.69
Advanced Micro Devices (AMD) 0.3 $521k NEW 4.8k 109.32
Vanguard High Dividend Yield Index Etf High Div Yld (VYM) 0.3 $512k +35% 4.6k 112.33
U.S. Bancorp (USB) 0.3 $512k +19% 9.6k 53.18
International Business Machines (IBM) 0.3 $504k -2% 3.9k 130.13
Paypal Holdings (PYPL) 0.3 $486k +8% 4.2k 115.71
Vanguard Total Int'l Stock Etf Vg Tl Intl Stk F (VXUS) 0.3 $481k 8.1k 59.71
Hershey Company (HSY) 0.2 $445k 2.1k 216.54
Sempra Energy (SRE) 0.2 $440k 2.6k 168.13
Genuine Parts Company (GPC) 0.2 $422k 3.3k 126.16
Facebook Inc cl a (FB) 0.2 $421k -4% 1.9k 222.16
Ishares S&p 500 Growth Etf Core S&p500 Etf (IVW) 0.2 $412k 5.4k 76.30
Duke Energy (DUK) 0.2 $408k 3.7k 111.72
Cognizant Technology Solutions (CTSH) 0.2 $398k 4.4k 89.64
Vanguard Mid-cap Index Etf Mid Cap Etf (VO) 0.2 $382k +5% 1.6k 237.71
Alexandria Real Estate Equities (ARE) 0.2 $355k 1.8k 201.13
First American Financial (FAF) 0.2 $353k 5.5k 64.77
Vanguard All-world Ex Us Index Etf Allwrld Ex Us (VEU) 0.2 $350k -7% 6.1k 57.58
Eli Lilly & Co. (LLY) 0.2 $344k -14% 1.2k 286.67
Bristol Myers Squibb (BMY) 0.2 $343k 4.7k 73.13
Nextera Energy (NEE) 0.2 $333k 3.9k 84.63
CVS Caremark Corporation (CVS) 0.2 $327k +16% 3.2k 101.24
T. Rowe Price (TROW) 0.2 $323k -5% 2.1k 151.29
V.F. Corporation (VFC) 0.2 $302k +17% 5.3k 56.82
DaVita (DVA) 0.2 $297k 2.6k 113.14
American Express Company (AXP) 0.2 $286k 1.5k 186.93
Waste Management (WM) 0.2 $281k 1.8k 158.76
Canadian Pacific Railway (CP) 0.2 $277k 3.4k 82.47
Public Storage (PSA) 0.2 $270k 692.00 390.17
Old Dominion Freight Line (ODFL) 0.1 $269k 900.00 298.89
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.1 $257k 1.7k 155.76
Danaher Corporation (DHR) 0.1 $253k 862.00 293.50
Charles Schwab Corporation (SCHW) 0.1 $253k +7% 3.0k 84.33
Novo-nordisk Adr (NVO) 0.1 $252k NEW 2.3k 111.26
Morgan Stanley Com New (MS) 0.1 $251k 2.9k 87.40
Marriott International (MAR) 0.1 $246k 1.4k 175.71
First Tr Nasdaq Cln Edge Green Energy Idx Fund Etf Nas Clnedg Green (QCLN) 0.1 $235k 3.6k 64.67
Jacobs Engineering (J) 0.1 $224k 1.6k 137.85
Ishares Msci Eafe Min Vol Factor Etf Min Vol Eafe Etf (EFAV) 0.1 $224k 3.1k 72.03
International Paper Company (IP) 0.1 $221k -6% 4.8k 46.19
Honeywell International (HON) 0.1 $215k 1.1k 194.57
Novartis Sponsored Adr (NVS) 0.1 $206k NEW 2.4k 87.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $205k NEW 784.00 261.48

Past Filings by Wimmer Associates 1

SEC 13F filings are viewable for Wimmer Associates 1 going back to 2015

View all past filings