Atwater Malick as of March 31, 2025
Portfolio Holdings for Atwater Malick
Atwater Malick holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.1 | $24M | 108k | 222.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $20M | 35k | 561.89 | |
| Waste Management (WM) | 5.5 | $16M | 70k | 231.51 | |
| Wal-Mart Stores (WMT) | 4.9 | $14M | 164k | 87.79 | |
| Caterpillar (CAT) | 4.8 | $14M | 43k | 329.80 | |
| Goldman Sachs (GS) | 4.7 | $14M | 25k | 546.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $14M | 88k | 154.64 | |
| McDonald's Corporation (MCD) | 4.1 | $12M | 39k | 312.37 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.1 | $12M | 39k | 312.04 | |
| Novo-nordisk A S Adr (NVO) | 3.8 | $11M | 164k | 69.44 | |
| Cummins (CMI) | 3.8 | $11M | 36k | 313.44 | |
| Procter & Gamble Company (PG) | 3.7 | $11M | 64k | 170.42 | |
| Coca-Cola Company (KO) | 3.5 | $10M | 144k | 71.62 | |
| Quest Diagnostics Incorporated (DGX) | 3.2 | $9.6M | 57k | 169.20 | |
| Johnson & Johnson (JNJ) | 2.7 | $8.1M | 49k | 165.84 | |
| A. O. Smith Corporation (AOS) | 2.6 | $7.6M | 116k | 65.36 | |
| Lowe's Companies (LOW) | 2.5 | $7.4M | 32k | 233.23 | |
| Microsoft Corporation (MSFT) | 2.5 | $7.4M | 20k | 375.40 | |
| Canadian Natl Ry (CNI) | 2.4 | $6.9M | 71k | 97.46 | |
| Walt Disney Company (DIS) | 2.1 | $6.3M | 64k | 98.70 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.7 | $5.0M | 43k | 116.39 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 1.1 | $3.2M | 68k | 46.67 | |
| United Parcel Service CL B (UPS) | 1.0 | $3.0M | 27k | 109.99 | |
| Packaging Corporation of America (PKG) | 1.0 | $3.0M | 15k | 198.02 | |
| Copart (CPRT) | 0.9 | $2.7M | 48k | 56.59 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.9 | $2.7M | 101k | 26.75 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $2.5M | 75k | 32.99 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.8 | $2.4M | 95k | 25.56 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $2.0M | 20k | 98.92 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.7 | $2.0M | 30k | 67.34 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.7 | $1.9M | 77k | 25.28 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.8M | 49k | 36.90 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | 24k | 61.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 2.6k | 532.58 | |
| Amazon (AMZN) | 0.5 | $1.3M | 7.0k | 190.26 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.2M | 2.5k | 495.27 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.1M | 2.0k | 548.12 | |
| AmerisourceBergen (COR) | 0.4 | $1.1M | 3.8k | 278.09 | |
| NVIDIA Corporation (NVDA) | 0.3 | $1.0M | 9.3k | 108.38 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $912k | 3.2k | 288.14 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $847k | 34k | 25.15 | |
| Eli Lilly & Co. (LLY) | 0.3 | $830k | 1.0k | 825.96 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $811k | 3.2k | 257.03 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $777k | 7.0k | 111.09 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $765k | 4.4k | 173.23 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $764k | 32k | 24.21 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $721k | 3.4k | 210.94 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $676k | 5.7k | 118.94 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $615k | 2.8k | 221.75 | |
| Abbvie (ABBV) | 0.2 | $568k | 2.7k | 209.52 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $481k | 8.7k | 55.45 | |
| Chevron Corporation (CVX) | 0.2 | $471k | 2.8k | 167.29 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $457k | 1.9k | 245.30 | |
| Hershey Company (HSY) | 0.2 | $455k | 2.7k | 171.03 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $451k | 3.7k | 121.12 | |
| Agilon Health (AGL) | 0.1 | $428k | 99k | 4.33 | |
| Pepsi (PEP) | 0.1 | $400k | 2.7k | 149.94 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $397k | 710.00 | 559.39 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $353k | 3.4k | 103.47 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $340k | 2.0k | 166.00 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $337k | 14k | 24.18 | |
| Danaher Corporation (DHR) | 0.1 | $327k | 1.6k | 205.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $313k | 3.5k | 90.54 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $311k | 6.1k | 50.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $310k | 661.00 | 468.92 | |
| Chubb (CB) | 0.1 | $305k | 1.0k | 301.99 | |
| Broadridge Financial Solutions (BR) | 0.1 | $289k | 1.2k | 242.46 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $282k | 11k | 25.26 | |
| Starbucks Corporation (SBUX) | 0.1 | $273k | 2.8k | 98.09 | |
| International Business Machines (IBM) | 0.1 | $250k | 1.0k | 248.66 | |
| NVR (NVR) | 0.1 | $246k | 34.00 | 7244.38 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $234k | 4.0k | 58.96 | |
| Fifth Third Ban (FITB) | 0.1 | $225k | 5.7k | 39.20 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $221k | 2.1k | 105.44 | |
| Corteva (CTVA) | 0.1 | $208k | 3.3k | 62.93 | |
| General Dynamics Corporation (GD) | 0.1 | $205k | 752.00 | 272.58 | |
| Meta Platforms Cl A (META) | 0.1 | $204k | 354.00 | 576.36 | |
| Fulton Financial (FULT) | 0.1 | $187k | 10k | 18.09 |
