Wimmer Associates 1
Latest statistics and disclosures from Wimmer Associates 1's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, V, VIG, ADBE, and represent 20.28% of Wimmer Associates 1's stock portfolio.
- Added to shares of these 10 stocks: MSFT, AAPL, AMZN, Invesco Qqq Trust Series 1, BRK.B, VTI, DIS, SPY, INTC, VZ.
- Started 2 new stock positions in Invesco Qqq Trust Series 1, TROW.
- Reduced shares in these 10 stocks: MMM, WFC, VB, SLB, , MAR, UPS, IJR, VEA, .
- Sold out of its positions in IVE, IJR, MAR, NVS, MDY, SLB, UL, VB, WFC.
- Wimmer Associates 1 was a net buyer of stock by $4.47M.
- Wimmer Associates 1 has $107.48M in assets under management (AUM), dropping by -13.92%.
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 |
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Past Filings by Wimmer Associates 1
View past SEC 13F filings by Wimmer Associates 1
- Wimmer Associates 1 2019 Q4 filed Feb. 13, 2020
- Wimmer Associates 1 2019 Q3 filed Nov. 14, 2019
- Wimmer Associates 1 2019 Q1 filed May 15, 2019
- Wimmer Associates 1 2018 Q4 filed Feb. 14, 2019
- Wimmer Associates 1 2018 Q3 filed Nov. 13, 2018
- Wimmer Associates 1 2018 Q2 filed Aug. 14, 2018
- Wimmer Associates 1 2018 Q1 filed May 10, 2018
- Wimmer Associates 1 2017 Q4 filed Feb. 14, 2018
- Wimmer Associates 1 2017 Q3 filed Nov. 14, 2017
- Wimmer Associates 1 2017 Q2 filed Aug. 14, 2017
- Wimmer Associates 1 2017 Q1 filed May 9, 2017
- Wimmer Associates 1 2016 Q4 filed Feb. 14, 2017
- Wimmer Associates 1 2016 Q3 filed Nov. 10, 2016
- Wimmer Associates 1 2016 Q2 filed Aug. 11, 2016
- Wimmer Associates 1 2016 Q1 filed May 16, 2016
- Wimmer Associates 1 2015 Q4 filed Feb. 16, 2016