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

Wimmer Associates 1 holds 105 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $11M -5% 62k 172.07
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Microsoft Corporation (MSFT) 5.4 $8.4M -5% 27k 309.46
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Vanguard Dividend Appreciation Index Etf Div App Etf (VIG) 5.1 $8.0M 52k 155.54
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Invesco Ftse Rafi Us 1000 Etf Ftse Rafi 1000 (PRF) 3.5 $5.5M +3% 36k 155.57
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Visa (V) 3.2 $5.0M -4% 22k 232.81
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Alphabet Class A Cap Stk Cl A (GOOGL) 3.1 $4.8M -4% 41k 116.51
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Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT) 3.0 $4.7M +5% 64k 74.05
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Vanguard Total Stock Market Index Etf Total Stk Mkt (VTI) 3.0 $4.7M -3% 23k 205.09
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Adobe Systems Incorporated (ADBE) 2.6 $4.1M 12k 345.67
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Spdr S&p 500 Etf Trust Tr Unit (SPY) 2.5 $3.9M -3% 9.4k 413.00
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Costco Wholesale Corporation (COST) 2.4 $3.8M -5% 7.5k 502.04
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Pepsi (PEP) 2.1 $3.3M -4% 17k 194.27
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Amazon (AMZN) 1.9 $3.0M 27k 111.20
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Alphabet Class C Cap Stk Cl C (GOOG) 1.9 $3.0M -5% 25k 116.96
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Starbucks Corporation (SBUX) 1.8 $2.8M 26k 106.64
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Abbott Laboratories (ABT) 1.7 $2.7M 25k 109.84
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Chevron Corporation (CVX) 1.7 $2.7M 17k 157.20
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Berkshire Hathaway Class B Cl B New (BRK.B) 1.7 $2.6M -2% 8.1k 323.53
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Becton, Dickinson and (BDX) 1.7 $2.6M -2% 10k 251.08
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Lockheed Martin Corporation (LMT) 1.6 $2.5M -2% 5.4k 451.92
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Abbvie (ABBV) 1.5 $2.4M -2% 17k 146.59
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McDonald's Corporation (MCD) 1.4 $2.3M 7.6k 295.89
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3M Company (MMM) 1.4 $2.2M -2% 22k 100.49
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Amgen (AMGN) 1.3 $2.1M -3% 8.9k 233.53
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NVIDIA Corporation (NVDA) 1.3 $2.0M -11% 6.9k 289.53
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United Parcel Service (UPS) 1.3 $2.0M -5% 12k 168.85
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Johnson & Johnson (JNJ) 1.2 $1.9M 12k 159.55
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IDEXX Laboratories (IDXX) 1.2 $1.8M 3.7k 489.88
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Merck & Co (MRK) 1.1 $1.8M -8% 15k 116.37
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Qualcomm (QCOM) 1.0 $1.6M +2% 15k 106.28
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Broadridge Financial Solutions (BR) 1.0 $1.6M -5% 10k 154.44
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Procter & Gamble Company (PG) 1.0 $1.5M -7% 9.6k 156.01
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Marsh & McLennan Companies (MMC) 0.9 $1.5M 8.2k 181.58
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Walt Disney Company (DIS) 0.9 $1.5M 16k 92.86
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Cisco Systems (CSCO) 0.9 $1.4M +8% 30k 47.10
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SYSCO Corporation (SYY) 0.8 $1.2M -3% 16k 74.45
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Lowe's Companies (LOW) 0.7 $1.2M -8% 5.8k 201.54
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Vanguard Value Index Etf Value Etf (VTV) 0.7 $1.2M +3% 8.5k 137.34
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Verizon Communications (VZ) 0.7 $1.1M -8% 31k 36.77
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Stryker Corporation (SYK) 0.7 $1.1M -6% 3.9k 288.94
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Northern Trust Corporation (NTRS) 0.7 $1.1M -8% 15k 70.84
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Berkshire Hathaway Class A Cl A (BRK.A) 0.6 $992k 2.00 495900.00
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Automatic Data Processing (ADP) 0.6 $950k -7% 4.4k 214.39
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Invesco Qqq Trust Etf Unit Ser 1 (QQQ) 0.6 $943k 2.9k 326.79
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Pfizer (PFE) 0.6 $916k -5% 25k 37.16
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Exxon Mobil Corporation (XOM) 0.6 $914k -4% 8.7k 105.07
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Thermo Fisher Scientific (TMO) 0.5 $849k -12% 1.6k 523.68
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Target Corporation (TGT) 0.5 $849k -6% 5.3k 160.57
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FedEx Corporation (FDX) 0.5 $848k -14% 3.8k 222.42
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Kimberly-Clark Corporation (KMB) 0.5 $812k +4% 5.6k 143.85
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Vanguard S&p 500 Index Etf S&p 500 Etf Shs (VOO) 0.5 $788k 2.1k 379.46
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Phillips 66 (PSX) 0.5 $787k 8.4k 94.22
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Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $772k +3% 2.2k 348.65
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Nucor Corporation (NUE) 0.5 $759k -3% 5.4k 140.48
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TJX Companies (TJX) 0.5 $707k -7% 8.9k 79.25
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Vanguard High Dividend Yield Index Etf High Div Yld (VYM) 0.4 $687k -8% 6.6k 103.56
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Diageo Spon Adr New (DEO) 0.4 $684k +5% 3.8k 179.13
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Wal-Mart Stores (WMT) 0.4 $672k -6% 4.4k 151.88
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Coca-Cola Company (KO) 0.4 $634k -2% 9.9k 63.94
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Prologis (PLD) 0.4 $623k -9% 5.0k 125.28
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Genuine Parts Company (GPC) 0.4 $601k +6% 3.6k 168.42
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Wells Fargo & Company (WFC) 0.4 $600k -2% 16k 38.77
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BlackRock (BLK) 0.4 $597k -2% 926.00 644.75
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Accenture Shs Class A (ACN) 0.4 $593k 2.1k 277.51
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Raytheon Technologies Corp (RTX) 0.4 $576k +5% 6.0k 96.70
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Home Depot (HD) 0.4 $575k -9% 2.0k 288.59
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Vanguard Developed Markets Etf Ftse Dev Mkt Etf (VEA) 0.4 $571k -2% 12k 46.45
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JPMorgan Chase & Co. (JPM) 0.4 $569k 4.2k 135.23
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Union Pacific Corporation (UNP) 0.4 $565k 2.8k 199.64
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Eli Lilly & Co. (LLY) 0.4 $558k +7% 1.3k 434.51
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Intel Corporation (INTC) 0.4 $548k -42% 18k 29.80
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Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV) 0.3 $529k 1.3k 414.78
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ConocoPhillips (COP) 0.3 $526k -12% 5.2k 100.29
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Paychex (PAYX) 0.3 $513k -8% 4.7k 108.17
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Caterpillar (CAT) 0.3 $505k 2.4k 211.29
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Canadian Natl Ry (CNI) 0.3 $490k 4.0k 121.44
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Advanced Micro Devices (AMD) 0.3 $488k 5.0k 97.40
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Hershey Company (HSY) 0.3 $479k -13% 1.8k 270.46
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Emerson Electric (EMR) 0.3 $455k -6% 5.5k 83.12
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International Business Machines (IBM) 0.3 $444k -4% 3.6k 123.35
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Sempra Energy (SRE) 0.3 $436k 2.9k 150.53
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Vanguard Total Int'l Stock Etf Vg Tl Intl Stk F (VXUS) 0.2 $391k 6.9k 56.36
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eBay (EBAY) 0.2 $373k 8.3k 45.13
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Vanguard All-world Ex Us Index Etf Allwrld Ex Us (VEU) 0.2 $368k +10% 6.7k 54.62
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Blackstone Group Com Cl A (BX) 0.2 $365k 4.4k 83.13
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Ishares S&p 500 Growth Etf Core S&p500 Etf (IVW) 0.2 $351k 5.4k 64.94
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T. Rowe Price (TROW) 0.2 $345k +8% 3.3k 106.29
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Novo-nordisk Adr (NVO) 0.2 $322k 1.9k 169.43
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Novartis Sponsored Adr (NVS) 0.2 $316k +38% 3.1k 103.12
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Duke Energy (DUK) 0.2 $309k -3% 3.2k 96.33
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First American Financial (FAF) 0.2 $305k 5.4k 56.50
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Nextera Energy (NEE) 0.2 $305k +3% 3.9k 77.54
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Vanguard Mid-cap Index Etf Mid Cap Etf (VO) 0.2 $304k -3% 1.5k 206.89
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Waste Management (WM) 0.2 $295k +2% 1.8k 168.59
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Bristol Myers Squibb (BMY) 0.2 $293k -7% 4.3k 68.17
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Old Dominion Freight Line (ODFL) 0.2 $276k 900.00 306.48
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Paypal Holdings (PYPL) 0.2 $272k +4% 4.4k 62.25
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Canadian Pacific Kansas City 0.2 $267k NEW 3.2k 82.93
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Morgan Stanley Com New (MS) 0.2 $264k +7% 3.2k 82.95
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International Paper Company (IP) 0.2 $255k +28% 8.0k 31.82
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Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.2 $250k 1.7k 151.71
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Marriott International (MAR) 0.2 $246k 1.4k 175.50
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Gilead Sciences (GILD) 0.2 $244k 3.1k 78.38
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American Express Company (AXP) 0.1 $225k 1.5k 150.00
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CVS Caremark Corporation (CVS) 0.1 $210k 3.1k 68.85
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Past Filings by Wimmer Associates 1

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

View all past filings