Atwater Malick

Atwater Malick as of Dec. 31, 2024

Portfolio Holdings for Atwater Malick

Atwater Malick holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.0 $27M 107k 250.42
Ishares Tr Core S&p500 Etf (IVV) 6.6 $20M 34k 588.68
Alphabet Cap Stk Cl A (GOOGL) 5.5 $16M 87k 189.30
Caterpillar (CAT) 5.1 $15M 42k 362.76
Wal-Mart Stores (WMT) 4.9 $15M 162k 90.35
Goldman Sachs (GS) 4.8 $14M 25k 572.61
Novo-nordisk A S Adr (NVO) 4.7 $14M 162k 86.02
Waste Management (WM) 4.6 $14M 69k 201.79
Accenture Plc Ireland Shs Class A (ACN) 4.5 $13M 38k 351.79
Cummins (CMI) 4.2 $12M 36k 348.60
McDonald's Corporation (MCD) 3.7 $11M 38k 289.89
Procter & Gamble Company (PG) 3.5 $11M 63k 167.65
Coca-Cola Company (KO) 2.9 $8.7M 139k 62.26
Quest Diagnostics Incorporated (DGX) 2.8 $8.3M 55k 150.86
Microsoft Corporation (MSFT) 2.6 $7.9M 19k 421.51
A. O. Smith Corporation (AOS) 2.6 $7.6M 112k 68.21
Lowe's Companies (LOW) 2.5 $7.5M 31k 246.80
Canadian Natl Ry (CNI) 2.4 $7.1M 70k 101.51
Johnson & Johnson (JNJ) 2.3 $6.9M 48k 144.62
Walt Disney Company (DIS) 2.3 $6.8M 61k 111.35
Ishares Tr Msci Acwi Etf (ACWI) 1.7 $4.9M 42k 117.50
Comcast Corp Cl A (CMCSA) 1.2 $3.7M 99k 37.53
Ishares Tr Esg Msci Usa Etf (USXF) 1.1 $3.4M 68k 49.72
United Parcel Service CL B (UPS) 1.0 $3.1M 24k 126.10
Packaging Corporation of America (PKG) 1.0 $3.0M 13k 225.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $2.7M 79k 34.59
Copart (CPRT) 0.8 $2.3M 41k 57.39
Ishares Tr Ibonds Dec 25 (IBMN) 0.7 $2.2M 84k 26.61
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.9M 20k 96.90
Ishares Tr Ibonds Dec 26 (IBMO) 0.5 $1.6M 64k 25.46
Amazon (AMZN) 0.5 $1.5M 7.0k 219.39
Ishares Tr Esg Eafe Etf (DMXF) 0.5 $1.4M 22k 64.62
Ishares Tr Ibonds Dec 27 (IBMP) 0.5 $1.4M 56k 25.14
Intuitive Surgical Com New (ISRG) 0.4 $1.3M 2.5k 521.96
NVIDIA Corporation (NVDA) 0.4 $1.3M 9.6k 134.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.6k 453.28
Ishares Tr Core Div Grwth (DGRO) 0.4 $1.1M 19k 61.34
Mastercard Incorporated Cl A (MA) 0.4 $1.1M 2.0k 526.57
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $931k 4.0k 235.27
AmerisourceBergen (COR) 0.3 $857k 3.8k 224.68
Vanguard Index Fds Large Cap Etf (VV) 0.3 $851k 3.2k 269.70
Eli Lilly & Co. (LLY) 0.3 $791k 1.0k 772.05
Spdr Gold Tr Gold Shs (GLD) 0.3 $766k 3.2k 242.13
Ishares Tr Tips Bd Etf (TIP) 0.3 $748k 7.0k 106.55
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $681k 27k 25.05
Vanguard Index Fds Small Cp Etf (VB) 0.2 $667k 2.8k 240.28
Exxon Mobil Corporation (XOM) 0.2 $607k 5.6k 107.57
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $593k 25k 24.07
Abbvie (ABBV) 0.2 $484k 2.7k 177.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $467k 2.7k 175.23
Hershey Company (HSY) 0.2 $451k 2.7k 169.35
JPMorgan Chase & Co. (JPM) 0.1 $446k 1.9k 239.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $416k 710.00 586.08
Pepsi (PEP) 0.1 $406k 2.7k 152.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $404k 2.0k 197.49
Ishares Tr Core High Dv Etf (HDV) 0.1 $404k 3.6k 112.26
Chevron Corporation (CVX) 0.1 $399k 2.8k 144.84
Danaher Corporation (DHR) 0.1 $345k 1.5k 229.55
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $343k 3.4k 100.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $338k 661.00 511.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $317k 3.6k 89.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $293k 6.1k 47.82
Chubb (CB) 0.1 $279k 1.0k 276.30
NVR (NVR) 0.1 $278k 34.00 8178.91
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $262k 11k 23.96
Starbucks Corporation (SBUX) 0.1 $254k 2.8k 91.25
Fifth Third Ban (FITB) 0.1 $254k 6.0k 42.28
Alphabet Cap Stk Cl C (GOOG) 0.1 $230k 1.2k 190.44
Ishares Tr National Mun Etf (MUB) 0.1 $223k 2.1k 106.55
International Business Machines (IBM) 0.1 $221k 1.0k 219.83
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $216k 8.7k 24.90
Meta Platforms Cl A (META) 0.1 $213k 364.00 585.51
Fulton Financial (FULT) 0.1 $199k 10k 19.28