The Analysis of WIMMER ASSOCIATES 1, LLC's Holdings
Currently, WIMMER ASSOCIATES 1, LLC holds 110 types of securities in its portfolio with a total value $208.0M. In the most recent quarter, they have increased their positions in AAPL (+2.1K shares, valued at $543.1K), GDX (+3.3K shares, valued at $251.3K), CMI (+534 shares, valued at $225.5K); decreased their positions in ADBE (-2.3K shares, valued at $822.3K), SPY (-645 shares, valued at $429.7K), MSFT (-376 shares, valued at $194.7K); initiated new positions in GDX (+3.3K shares, valued at $251.3K), CMI (+534 shares, valued at $225.5K), KMI (+7.3K shares, valued at $207.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE59.1K shares3.75%2025-09-302025-11-14
MSFT MICROSOFT25.3K shares-1.46%2025-09-302025-11-14 NVDA NVIDIA65.6K shares-1.09%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION INDEX ETF47.3K shares0.51%2025-09-302025-11-14 GOOGL ALPHABET CLASS A37.3K shares-0.17%2025-09-302025-11-14 PRF INVESCO FTSE RAFI U.S. 1000 ETF169.2K shares0.13%2025-09-302025-11-14 V VISA19.4K shares-0.51%2025-09-302025-11-14 VTI VANGUARD TOTAL STOCK MARKET INDEX ETF20.0K shares0.00%2025-09-302025-11-14 GOOG ALPHABET CLASS C26.2K shares0.00%2025-09-302025-11-14 MOAT VANECK MORNINGSTAR WIDE MOAT ETF63.7K shares0.58%2025-09-302025-11-14 COST COSTCO WHOLESALE6.6K shares-2.69%2025-09-302025-11-14 AMZN AMAZON27.0K shares-0.76%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TRUST8.2K shares-7.28%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY CLASS B7.9K shares0.90%2025-09-302025-11-14 CSCO CISCO SYSTEMS45.9K shares-1.64%2025-09-302025-11-14 ABBV ABBVIE13.3K shares-1.85%2025-09-302025-11-14 ABT ABBOTT LABORATORIES22.3K shares-1.24%2025-09-302025-11-14 MMM 3M18.1K shares-0.74%2025-09-302025-11-14 CVX CHEVRON16.8K shares1.15%2025-09-302025-11-14 LMT LOCKHEED MARTIN5.0K shares-1.97%2025-09-302025-11-14 BR BROADRIDGE FINANCIAL SOLUTIONS10.1K shares0.00%2025-09-302025-11-14 AMGN AMGEN8.5K shares-0.82%2025-09-302025-11-14 IDXX IDEXX LABS3.7K shares0.00%2025-09-302025-11-14 ADBE ADOBE6.5K shares-26.25%2025-09-302025-11-14 MCD MCDONALDS7.1K shares-0.83%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS5.5K shares-2.45%2025-09-302025-11-14 PEP PEPSICO14.9K shares-4.02%2025-09-302025-11-14 SBUX STARBUCKS24.3K shares-1.40%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON10.4K shares0.00%2025-09-302025-11-14 QQQ INVESCO QQQ TRUST ETF2.9K shares0.00%2025-09-302025-11-14 BDX BECTON DICKINSON9.1K shares-2.19%2025-09-302025-11-14 LLY ELI LILLY & CO.2.2K shares-1.98%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY CLASS A2 shares0.00%2025-09-302025-11-14 WMT WALMART14.6K shares0.26%2025-09-302025-11-14 VOO VANGUARD S&P 500 INDEX ETF2.4K shares4.29%2025-09-302025-11-14 PG PROCTER AND GAMBLE9.1K shares-0.76%2025-09-302025-11-14 LOW LOWES5.5K shares0.00%2025-09-302025-11-14 SYK STRYKER3.5K shares-5.41%2025-09-302025-11-14 GLD SPDR GOLD SHARES ETF3.6K shares4.92%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING4.3K shares0.00%2025-09-302025-11-14 MMC MARSH & MCLENNAN6.2K shares0.00%2025-09-302025-11-14 JPM JP MORGAN CHASE3.9K shares0.00%2025-09-302025-11-14 PSX PHILLIPS 669.0K shares-1.63%2025-09-302025-11-14 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF8.6K shares-0.58%2025-09-302025-11-14 SYY SYSCO14.5K shares-3.01%2025-09-302025-11-14 VTV VANGUARD VALUE INDEX ETF6.3K shares2.60%2025-09-302025-11-14 XOM EXXON MOBIL9.7K shares-0.76%2025-09-302025-11-14 TJX TJX COMPANIES7.6K shares0.00%2025-09-302025-11-14 NTRS NORTHERN TRUST8.1K shares-12.54%2025-09-302025-11-14 CAT CATERPILLAR2.2K shares0.00%2025-09-302025-11-14 DIS WALT DISNEY9.2K shares-9.23%2025-09-302025-11-14 IBM IBM3.6K shares0.00%2025-09-302025-11-14 MRK MERCK12.1K shares-3.49%2025-09-302025-11-14 BLK BLACKROCK810 shares0.00%2025-09-302025-11-14 WFC WELLS FARGO10.8K shares-17.22%2025-09-302025-11-14 FDX FEDEX3.5K shares0.00%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF1.2K shares0.00%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES4.8K shares0.10%2025-09-302025-11-14 IVW ISHARES S&P 500 GROWTH ETF6.3K shares0.00%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC1.6K shares0.00%2025-09-302025-11-14 BX BLACKSTONE GROUP LP4.1K shares0.00%2025-09-302025-11-14 RTX RTX CORPORATION (formerly Raytheon)4.2K shares0.00%2025-09-302025-11-14 EBAY EBAY7.6K shares0.00%2025-09-302025-11-14 MS MORGAN STANLEY4.1K shares43.19%2025-09-302025-11-14 HD HOME DEPOT1.6K shares0.63%2025-09-302025-11-14 EMR EMERSON ELECTRIC4.8K shares0.00%2025-09-302025-11-14 NUE NUCOR4.5K shares0.00%2025-09-302025-11-14 UNP UNION PACIFIC2.5K shares-6.31%2025-09-302025-11-14 VZ VERIZON13.3K shares0.15%2025-09-302025-11-14 VEA VANGUARD DEVELOPED MARKETS ETF9.4K shares0.00%2025-09-302025-11-14 META META PLATFORMS (formerly Facebook)759 shares0.00%2025-09-302025-11-14 KMB KIMBERLY CLARK4.4K shares0.00%2025-09-302025-11-14 PAYX PAYCHEX4.2K shares0.00%2025-09-302025-11-14 KO COCA COLA7.7K shares0.00%2025-09-302025-11-14 AXP AMERICAN EXPRESS1.5K shares0.00%2025-09-302025-11-14 PLD PROLOGIS4.3K shares-9.92%2025-09-302025-11-14 VEU VANGUARD ALL-WORLD EX U.S. INDEX ETF6.9K shares0.44%2025-09-302025-11-14 VO VANGUARD MID CAP INDEX ETF1.4K shares0.00%2025-09-302025-11-14 VXUS VANGUARD TOTAL INT'L STOCK ETF5.4K shares4.33%2025-09-302025-11-14 GPC GENUINE PARTS2.8K shares0.00%2025-09-302025-11-14 DUK DUKE ENERGY3.1K shares0.00%2025-09-302025-11-14 CNI CANADIAN NATIONAL RAILWAY4.0K shares0.00%2025-09-302025-11-14 SRE SEMPRA ENERGY4.1K shares0.00%2025-09-302025-11-14 WM WASTE MANAGEMENT1.7K shares0.00%2025-09-302025-11-14 MAR MARRIOTT INTERNATIONAL1.4K shares0.00%2025-09-302025-11-14 ACN ACCENTURE1.4K shares16.00%2025-09-302025-11-14 GILD GILEAD SCIENCES3.1K shares0.00%2025-09-302025-11-14 IVE ISHARES S&P 500 VALUE ETF1.6K shares0.00%2025-09-302025-11-14 CEG CONSTELLATION ENERGY995 shares2.58%2025-09-302025-11-14 NVS NOVARTIS ADR2.5K shares0.00%2025-09-302025-11-14 WLDN WILLDAN GROUP3.1K shares-5.54%2025-09-302025-11-14 NEE NEXTERA ENERGY INC COM3.8K shares0.00%2025-09-302025-11-14 SCHW CHARLES SCHWAB2.9K shares0.00%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE3.2K shares-33.68%2025-09-302025-11-14 XMHQ INVESCO S&P MID CAP QUALITY ETF2.5K shares-32.13%2025-09-302025-11-14 NTNX NUTANIX3.5K shares0.28%2025-09-302025-11-14 IP INTERNATIONAL PAPER5.7K shares-10.98%2025-09-302025-11-14 FAF FIRST AMERICAN FINANCIAL4.0K shares0.00%2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINES1.8K shares0.00%2025-09-302025-11-14 GDX VANECK GOLD MINERS ETF3.3K sharesnew addition2025-09-302025-11-14 NVO NOVO-NORDISK ADR4.4K shares0.00%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY3.2K shares0.00%2025-09-302025-11-14 TGT TARGET2.7K shares-42.68%2025-09-302025-11-14 HSY HERSHEY1.3K shares0.00%2025-09-302025-11-14 COP CONOCOPHILLIPS2.5K shares0.00%2025-09-302025-11-14 CMI CUMMINS534 sharesnew addition2025-09-302025-11-14 IWB ISHARES RUSSELL 1000 ETF604 shares0.00%2025-09-302025-11-14 ECL ECOLAB795 shares0.00%2025-09-302025-11-14 KMI KINDER MORGAN7.3K sharesnew addition2025-09-302025-11-14 VLO VALERO ENERGY1.2K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available