Wimmer Associates 1

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

Portfolio Holdings for Wimmer Associates 1

Companies in the Wimmer Associates 1 portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 4.69 19815 +13% 254.30
Microsoft Corporation (MSFT) 4.45 30342 +17% 157.70
Visa (V) 3.82 25466 +2% 161.12
Vanguard Dividend Appreciation ETF (VIG) 3.73 38789 +4% 103.38
Adobe Systems Incorporated (ADBE) 3.59 12135 +4% 318.25
Vanguard Total Stock Market ETF (VTI) 3.39 28280 +16% 128.93
Amazon (AMZN) 2.87 1583 +22% 1949.46
Alphabet Inc Class A cs 2.86 2642 +3% 1162.00
Intel Corporation (INTC) 2.76 54900 +14% 54.12
SPDR S&P; 500 ETF (SPY) 2.51 10395 +16% 259.16
Becton, Dickinson and (BDX) 2.50 11676 +2% 229.79
Costco Wholesale Corporation (COST) 2.49 9399 +3% 285.14
Pepsi (PEP) 2.21 19778 120.08
Abbott Laboratories (ABT) 2.14 29160 +4% 78.91
Invesco Exchange Traded Fd T ftse rafi 1000 1.94 22511 +11% 92.44
Walt Disney Company (DIS) 1.91 21268 +23% 96.62
Berkshire Hathaway (BRK.B) 1.88 11039 +35% 182.81
Starbucks Corporation (SBUX) 1.85 30262 +12% 65.73
Verizon Communications (VZ) 1.84 36815 +20% 53.73
Lockheed Martin Corporation (LMT) 1.80 5716 338.87
Amgen (AMGN) 1.68 8914 +7% 202.71
Northern Trust Corporation (NTRS) 1.60 22573 +13% 76.06
Johnson & Johnson (JNJ) 1.56 12812 +9% 131.13
Alphabet Inc Class C cs 1.54 1428 +13% 1162.46
3M Company (MMM) 1.51 11862 -52% 136.49
McDonald's Corporation (MCD) 1.42 9231 +18% 165.31
Chevron Corporation (CVX) 1.31 19504 +12% 72.45
Merck & Co (MRK) 1.29 17949 +13% 77.50
Abbvie 1.20 16953 +8% 76.21
Procter & Gamble Company (PG) 1.11 10796 110.04
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.01 10518 +11% 102.97
United Parcel Service (UPS) 0.97 11185 -21% 93.43
Broadridge Financial Solutions (BR) 0.92 10404 95.35
IDEXX Laboratories (IDXX) 0.90 3972 +25% 242.20
U.S. Ban (USB) 0.86 26460 +9% 34.81
FedEx Corporation (FDX) 0.79 6940 +17% 121.90
Phillips 66 0.78 15623 53.64
Vanguard S&p 500 Etf idx fd 0.77 3513 -10% 236.83
Marsh & McLennan Companies (MMC) 0.77 9623 86.46
SYSCO Corporation (SYY) 0.76 17992 +10% 45.63
Thermo Fisher Scientific (TMO) 0.75 2841 +6% 283.70
Stryker Corporation (SYK) 0.74 4758 167.09
Cisco Systems (CSCO) 0.71 19380 +30% 39.32
Target Corporation (TGT) 0.70 8036 +45% 92.96
Kimberly-Clark Corporation (KMB) 0.67 5604 -3% 129.01
Automatic Data Processing (ADP) 0.65 5055 +15% 137.69
NVIDIA Corporation (NVDA) 0.62 2530 -2% 263.64
Coca-Cola Company (KO) 0.59 14356 +53% 44.51
Exxon Mobil Corporation (XOM) 0.58 16399 +2% 37.99
TJX Companies (TJX) 0.56 12694 +24% 47.82
Lowe's Companies (LOW) 0.54 6774 -3% 86.06
Union Pacific Corporation (UNP) 0.53 4010 +15% 141.15
Invesco Qqq Trust Series 1 0.52 2915 NEW 190.74
Vanguard Europe Pacific ETF (VEA) 0.51 16490 -30% 33.35
Vanguard Star Fd Intl Stk Idxf 0.51 12990 -6% 41.96
United Technologies Corporation (UTX) 0.51 5773 +18% 94.41
Berkshire Hathaway (BRK.A) 0.51 2 +100% 272000.00
Diageo (DEO) 0.51 4230 -3% 128.37
Danaher Corporation (DHR) 0.48 3705 +46% 138.46
Cognizant Technology Solutions (CTSH) 0.46 10625 -25% 46.49
BlackRock (BLK) 0.44 1070 -8% 440.19
Prologis Inc. 0.42 5617 +10% 80.29
International Business Machines (IBM) 0.40 3890 +36% 111.05
JPMorgan Chase & Co. (JPM) 0.40 4729 +20% 90.08
V.F. Corporation (VFC) 0.39 7834 54.12
Paychex (PAYX) 0.37 6304 +24% 62.98
Pfizer (PFE) 0.35 11636 +17% 32.66
Vaneck Vectors Etf Tr morningstar wide 0.35 8685 +114% 43.75
Wal-Mart Stores (WMT) 0.33 3125 +45% 114.24
Emerson Electric (EMR) 0.32 7290 +3% 47.60
Home Depot (HD) 0.31 1765 +61% 186.97
eBay (EBAY) 0.29 10473 30.08
Canadian Natl Ry Co 0.29 4035 77.57
Paypal Holdings 0.28 3155 +17% 95.72
Duke Energy 0.28 3688 80.80
Bristol Myers Squibb (BMY) 0.27 5195 55.82
Caterpillar (CAT) 0.26 2401 +8% 116.20
Vanguard FTSE All-World ex-US ETF (VEU) 0.26 6743 +6% 41.08
First Amern Corp Calif 0.26 6505 -4% 42.43
Accenture 0.26 1690 +57% 163.31
Facebook Inc cl a 0.25 1645 -9% 166.57
Xilinx (XLNX) 0.25 3500 78.00
Hershey Company (HSY) 0.25 2055 -5% 132.36
Vanguard High Dividend Yield ETF (VYM) 0.25 3790 +6% 70.71
Alexandria Real Estate Equities (ARE) 0.25 1925 +2% 138.18
Vanguard Mid-Cap ETF (VO) 0.24 1989 -10% 131.72
Comcast Corporation (CMCSA) 0.24 7447 34.64
ConocoPhillips (COP) 0.24 8198 -6% 30.86
NIKE (NKE) 0.23 2965 -11% 82.97
Gilead Sciences (GILD) 0.22 3210 -6% 74.77
Genuine Parts Company (GPC) 0.21 3375 68.15
iShares S&P; 500 Growth Index (IVW) 0.21 1350 +8% 165.19
Roche Holding (RHHBY) 0.20 5400 40.56
Eaton Vance (EV) 0.20 6698 32.25
Blackstone Group Inc Com Cl A stock 0.20 4645 +2% 45.64
T. Rowe Price (TROW) 0.20 2175 NEW 97.47
Vanguard Value ETF (VTV) 0.19 2285 89.28

Past Filings by Wimmer Associates 1

View past SEC 13F filings by Wimmer Associates 1

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