The Analysis of Atwater Malick LLC's Holdings
Currently, Atwater Malick LLC holds 83 types of securities in its portfolio with a total value $344.4M. In the most recent quarter, they have increased their positions in HDV (+88.9K shares, valued at $10.9M), ACWX (+158.5K shares, valued at $10.3M), DGRO (+140.6K shares, valued at $9.6M); decreased their positions in CNI (-60.9K shares, valued at $5.7M), NVO (-94.2K shares, valued at $5.2M), CMI (-7.5K shares, valued at $3.2M); initiated new positions in NFLX (+530 shares, valued at $635.4K), UNH (+1.2K shares, valued at $414.7K), KLAC (+198 shares, valued at $213.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR45.7K shares27.66%2025-09-302025-10-23
AAPL APPLE INC105.7K shares-1.47%2025-09-302025-10-23 GOOGL ALPHABET INC84.6K shares-3.46%2025-09-302025-10-23 CAT CATERPILLAR INC41.6K shares-3.00%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC24.5K shares-3.62%2025-09-302025-10-23 WMT WALMART INC159.5K shares-2.53%2025-09-302025-10-23 WM WASTE MGMT INC DEL70.0K shares0.14%2025-09-302025-10-23 MCD MCDONALDS CORP41.8K shares6.34%2025-09-302025-10-23 HDV ISHARES TR98.8K shares898.57%2025-09-302025-10-23 DGRO ISHARES TR177.2K shares384.11%2025-09-302025-10-23 CMI CUMMINS INC28.5K shares-20.87%2025-09-302025-10-23 ACWX ISHARES TR184.0K shares622.54%2025-09-302025-10-23 MSFT MICROSOFT CORP21.6K shares9.45%2025-09-302025-10-23 IWY ISHARES TR38.3K shares571.05%2025-09-302025-10-23 DGX QUEST DIAGNOSTICS INC42.9K shares-24.22%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO50.5K shares-21.75%2025-09-302025-10-23 KO COCA COLA CO109.9K shares-23.10%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON37.2K shares-24.17%2025-09-302025-10-23 ACN ACCENTURE PLC IRELAND26.9K shares-31.53%2025-09-302025-10-23 AOS SMITH A O CORP83.7K shares-28.00%2025-09-302025-10-23 LOW LOWES COS INC22.7K shares-30.09%2025-09-302025-10-23 ACWI ISHARES TR41.1K shares-6.71%2025-09-302025-10-23 DIS DISNEY WALT CO35.9K shares-42.94%2025-09-302025-10-23 NVO NOVO-NORDISK A S71.4K shares-56.86%2025-09-302025-10-23 USXF ISHARES TR68.2K shares0.00%2025-09-302025-10-23 DFAC DIMENSIONAL ETF TRUST72.9K shares0.27%2025-09-302025-10-23 AGG ISHARES TR27.6K shares34.13%2025-09-302025-10-23 IBMN ISHARES TR100.3K shares-2.19%2025-09-302025-10-23 IBMO ISHARES TR98.8K shares1.00%2025-09-302025-10-23 DMXF ISHARES TR31.8K shares1.73%2025-09-302025-10-23 IBMP ISHARES TR82.1K shares2.52%2025-09-302025-10-23 NVDA NVIDIA CORPORATION9.5K shares1.34%2025-09-302025-10-23 PKG PACKAGING CORP AMER7.5K shares-53.15%2025-09-302025-10-23 AMZN AMAZON COM INC7.0K shares0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares-0.62%2025-09-302025-10-23 COR CENCORA INC3.8K shares-0.66%2025-09-302025-10-23 MA MASTERCARD INCORPORATED2.1K shares0.00%2025-09-302025-10-23 GLD SPDR GOLD TR3.2K shares0.00%2025-09-302025-10-23 ISRG INTUITIVE SURGICAL INC2.5K shares0.00%2025-09-302025-10-23 VV VANGUARD INDEX FDS3.1K shares-1.78%2025-09-302025-10-23 CNI CANADIAN NATL RY CO9.5K shares-86.45%2025-09-302025-10-23 IBDQ ISHARES TR33.5K shares-0.06%2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T4.2K shares-6.76%2025-09-302025-10-23 IBDR ISHARES TR32.4K shares2.61%2025-09-302025-10-23 LLY ELI LILLY & CO1.0K shares1.29%2025-09-302025-10-23 TIP ISHARES TR6.6K shares0.00%2025-09-302025-10-23 VB VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-10-23 ABBV ABBVIE INC2.8K shares0.00%2025-09-302025-10-23 META META PLATFORMS INC870 shares145.76%2025-09-302025-10-23 NFLX NETFLIX INC530 sharesnew addition2025-09-302025-10-23 XOM EXXON MOBIL CORP5.4K shares-7.18%2025-09-302025-10-23 IBIT ISHARES BITCOIN TRUST ETF9.1K shares5.03%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.1.9K shares0.00%2025-09-302025-10-23 TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares0.00%2025-09-302025-10-23 FITB FIFTH THIRD BANCORP12.3K shares114.94%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR750 shares5.63%2025-09-302025-10-23 HSY HERSHEY CO2.7K shares0.00%2025-09-302025-10-23 IBDS ISHARES TR19.5K shares23.55%2025-09-302025-10-23 QQQ INVESCO QQQ TR721 shares9.08%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC1.2K sharesnew addition2025-09-302025-10-23 PEP PEPSICO INC2.7K shares0.00%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS6.1K shares0.00%2025-09-302025-10-23 DHR DANAHER CORPORATION1.7K shares0.00%2025-09-302025-10-23 GOOG ALPHABET INC1.4K shares12.40%2025-09-302025-10-23 BR BROADRIDGE FINL SOLUTIONS IN1.4K shares-3.41%2025-09-302025-10-23 STIP ISHARES TR3.1K shares0.00%2025-09-302025-10-23 IAU ISHARES GOLD TR4.3K shares0.00%2025-09-302025-10-23 IBMQ ISHARES TR11.9K shares8.96%2025-09-302025-10-23 VNQ VANGUARD INDEX FDS3.3K shares0.00%2025-09-302025-10-23 NVR NVR INC36 shares5.88%2025-09-302025-10-23 CB CHUBB LIMITED1.0K shares0.00%2025-09-302025-10-23 IBDT ISHARES TR11.1K shares0.00%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-09-302025-10-23 GD GENERAL DYNAMICS CORP752 shares0.00%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO756 shares1.89%2025-09-302025-10-23 CVX CHEVRON CORP NEW1.6K shares-44.28%2025-09-302025-10-23 SBUX STARBUCKS CORP2.9K shares4.85%2025-09-302025-10-23 CTVA CORTEVA INC3.3K shares0.00%2025-09-302025-10-23 MUB ISHARES TR2.1K shares0.00%2025-09-302025-10-23 KLAC KLA CORP198 sharesnew addition2025-09-302025-10-23 IWF ISHARES TR442 sharesnew addition2025-09-302025-10-23 FULT FULTON FINL CORP PA10.3K shares0.00%2025-09-302025-10-23 AGL AGILON HEALTH INC98.8K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available