Atwater Malick LLC Purchases in Q2 2025

Atwater Malick LLC

  • $312 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.03%
$462.22 - $707.75 $3.7K - $5.66K
25.4K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
830
+ 2.37%
$498.8 - $620.9 $414K - $515K
35.8K $22.2M
CAT
Caterpillar Inc

Industrials
100
+ 0.23%
$273.94 - $388.21 $27.4K - $38.8K
42.8K $16.6M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
16.8K
+ 193.52%
$49.48 - $61.22 $831K - $1.03M
25.5K $1.55M
DGRO
Ishares Core Dividend Growth E

ETFs
12.2K
+ 50.05%
$55.22 - $63.94 $674K - $781K
36.6K $2.34M
HDV
Ishares Core High Dividend ETF

ETFs
6.17K
+ 165.63%
$108.41 - $120.51 $669K - $743K
9.89K $1.16M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.28K
+ 66.75%
$187.5 - $246.51 $428K - $563K
5.7K $1.41M
ACWI
Ishares Msci Acwi ETF

ETFs
981
+ 2.28%
$103.59 - $128.6 $102K - $126K
44.1K $5.67M
NVDA
Nvidia Corp

Technology
83
+ 0.89%
$94.31 - $157.99 $7.83K - $13.1K
9.37K $1.48M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.74K
+ 5.88%
$59.98 - $74.92 $104K - $130K
31.3K $2.33M
AXP
American Express CO

Financial Services
742
New
$231.39 - $318.98 $172K - $237K
742 $236K
GOOG
Alphabet Inc.

Communication Services
1.21K
New
$146.58 - $180.01 $177K - $218K
1.21K $214K
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.03%
$167.32 - $223.3 $335 - $447
7.01K $1.54M
COST
Costco Wholesale Corp

Consumer Defensive
207
New
$908.13 - $1056.85 $188K - $219K
207 $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
482
+ 18.6%
$483.48 - $539.8 $233K - $260K
3.07K $1.49M
IBMP
Ishares Tr Ibonds December 202

ETFs
3.16K
+ 4.11%
$24.98 - $25.35 $79K - $80.2K
80.1K $2.03M
IBMO
Ishares Tr Ibonds December 202

ETFs
3.13K
+ 3.3%
$25.32 - $25.63 $79.2K - $80.2K
97.8K $2.51M
UPS
United Parcel Service Inc

Industrials
3.08K
+ 11.28%
$91.92 - $110.2 $283K - $339K
30.4K $3.06M
BR
Broadridge Financial Solutions, Inc.

Technology
244
+ 20.49%
$217.22 - $246.25 $53K - $60.1K
1.44K $348K
AOS
Smith A O Corp

Industrials
530
+ 0.46%
$59.63 - $70.52 $31.6K - $37.4K
116K $7.62M
MA
Mastercard Inc

Financial Services
46
+ 2.27%
$479.92 - $590.74 $22.1K - $27.2K
2.07K $1.17M
NVO
Novo Nordisk A S

Healthcare
1.74K
+ 1.06%
$58.08 - $81.05 $101K - $141K
166K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
34
+ 0.77%
$152.93 - $181.74 $5.2K - $6.18K
4.45K $808K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.86K
+ 13.38%
$23.96 - $24.27 $44.6K - $45.2K
15.8K $383K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.2K
+ 1.18%
$26.41 - $26.76 $31.6K - $32K
103K $2.74M
IAU
Ishares Gold Trust

ETFs
332
+ 8.35%
$56.1 - $64.74 $18.6K - $21.5K
4.31K $268K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
214
+ 1.05%
$96.84 - $99.46 $20.7K - $21.3K
20.6K $2.04M
PKG
Packaging Corp Of America

Consumer Cyclical
897
+ 5.96%
$175.97 - $201.36 $158K - $181K
16K $3.01M
DHR
Danaher Corp

Healthcare
127
+ 7.95%
$174.64 - $205.16 $22.2K - $26.1K
1.72K $340K
DGX
Quest Diagnostics Inc

Healthcare
18
+ 0.03%
N/A
56.7K $7.77M
Ishares Bitcoin Trust ETF
8.63K
New
N/A
8.63K $0
ABBV
Abb Vie Inc.

Healthcare
135
+ 4.98%
$170.16 - $206.27 $23K - $27.8K
2.85K $528K
XOM
Exxon Mobil Corp

Energy
100
+ 1.76%
$99.93 - $119.04 $9.99K - $11.9K
5.78K $623K
CVX
Chevron Corp

Energy
68
+ 2.41%
$133.73 - $168.51 $9.09K - $11.5K
2.89K $413K
CPRT
Copart Inc

Consumer Cyclical
2.55K
+ 5.3%
$47.72 - $63.84 $121K - $162K
50.6K $2.48M
LOW
Lowes Companies Inc

Consumer Cyclical
542
+ 1.7%
$210.83 - $235.28 $114K - $128K
32.5K $7.2M
ACN
Accenture PLC

Technology
305
+ 0.78%
$279.23 - $323.21 $85.2K - $98.6K
39.3K $11.8M
JNJ
Johnson & Johnson

Healthcare
308
+ 0.63%
$146.36 - $159.82 $45.1K - $49.2K
49K $7.48M
PG
Procter & Gamble CO

Consumer Defensive
220
+ 0.34%
$157.66 - $172.39 $34.7K - $37.9K
64.5K $10.3M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 0.3%
$285.55 - $321.23 $33.4K - $37.6K
39.3K $11.5M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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