Atwater Malick LLC Incresed Positions in Q1 2025

Atwater Malick LLC

  • $293 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
1.22K
+ 1.78%
$200.54 - $233.78 $245K - $285K
70K $16.2M
KO
Coca Cola CO

Consumer Defensive
5.13K
+ 3.68%
$60.81 - $72.32 $312K - $371K
144K $10.3M
JNJ
Johnson & Johnson

Healthcare
973
+ 2.04%
$142.06 - $167.7 $138K - $163K
48.7K $8.07M
MCD
Mcdonalds Corp

Consumer Cyclical
932
+ 2.44%
$279.74 - $321.29 $261K - $299K
39.2K $12.2M
IBMO
Ishares Tr Ibonds December 202

ETFs
30.3K
+ 47.07%
$25.45 - $25.6 $771K - $776K
94.7K $2.42M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
7.5K
+ 34.04%
$63.91 - $70.19 $479K - $527K
29.5K $2M
IBMP
Ishares Tr Ibonds December 202

ETFs
20.5K
+ 36.42%
$25.1 - $25.34 $515K - $520K
76.9K $1.94M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
17.6K
+ 20.97%
$26.63 - $26.75 $468K - $470K
101K $2.71M
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 2.48%
$158.56 - $176.26 $246K - $274K
64.3K $11M
CPRT
Copart Inc

Consumer Cyclical
7.38K
+ 18.15%
$52.3 - $59.83 $386K - $442K
48K $2.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.75K
+ 65.62%
$169.43 - $182.84 $297K - $320K
4.42K $758K
DGX
Quest Diagnostics Inc

Healthcare
1.51K
+ 2.74%
N/A
56.6K $7.77M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.53K
+ 24.02%
$25.05 - $25.16 $163K - $164K
33.7K $847K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.92K
+ 28.06%
N/A
31.6K $749K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
739
+ 3.76%
$95.85 - $99.25 $70.8K - $73.3K
20.4K $2.01M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.97K
+ 27.15%
$23.9 - $24.18 $71.1K - $71.9K
13.9K $336K
CVX
Chevron Corp

Energy
63
+ 2.29%
$146.71 - $167.97 $9.24K - $10.6K
2.82K $471K
ACWI
Ishares Msci Acwi ETF

ETFs
1.07K
+ 2.54%
$115.16 - $124.13 $123K - $133K
43.1K $5.01M
XOM
Exxon Mobil Corp

Energy
42
+ 0.74%
$105.44 - $118.93 $4.43K - $5K
5.68K $675K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.48K
+ 28.67%
$24.79 - $25.26 $61.6K - $62.7K
11.1K $281K
HDV
Ishares Core High Dividend ETF

ETFs
130
+ 3.62%
$110.86 - $121.12 $14.4K - $15.7K
3.72K $444K
DHR
Danaher Corp

Healthcare
95
+ 6.32%
$201.62 - $250.59 $19.2K - $23.8K
1.6K $327K
PKG
Packaging Corp Of America

Consumer Cyclical
1.67K
+ 12.51%
$192.03 - $242.13 $321K - $405K
15.1K $2.98M
AOS
Smith A O Corp

Industrials
4.13K
+ 3.7%
$65.16 - $72.69 $269K - $300K
116K $7.56M
UPS
United Parcel Service Inc

Industrials
2.85K
+ 11.67%
$109.66 - $136.26 $313K - $389K
27.3K $3M
LOW
Lowes Companies Inc

Consumer Cyclical
1.43K
+ 4.69%
$222.66 - $268.42 $318K - $384K
31.9K $7.44M
CNI
Canadian National Railway CO

Industrials
1.2K
+ 1.71%
$95.46 - $106.79 $114K - $128K
71.3K $6.95M
IVV
Ishares Core S&P 500 ETF

ETFs
1.43K
+ 4.26%
$554.06 - $615.85 $791K - $879K
35K $19.5M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 1.08%
$84.5 - $105.05 $149K - $185K
164K $14.4M
MSFT
Microsoft Corp

Technology
1.06K
+ 5.64%
$375.39 - $447.2 $398K - $474K
19.8K $7.44M
DIS
Walt Disney CO

Communication Services
2.4K
+ 3.93%
$96.87 - $114.0 $233K - $274K
63.5K $6.27M
GS
Goldman Sachs Group Inc

Financial Services
223
+ 0.89%
$524.81 - $672.19 $117K - $150K
25.4K $13.9M
CMI
Cummins Inc

Industrials
320
+ 0.9%
$312.92 - $386.07 $100K - $124K
36K $11.3M
ACN
Accenture PLC

Technology
942
+ 2.47%
$300.91 - $398.25 $283K - $375K
39K $12.2M
CAT
Caterpillar Inc

Industrials
514
+ 1.22%
$326.75 - $407.63 $168K - $210K
42.7K $14.1M
NVO
Novo Nordisk A S

Healthcare
1.64K
+ 1.01%
$69.3 - $90.95 $114K - $149K
164K $11.4M
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 1.49%
$154.33 - $206.19 $199K - $266K
88K $13.6M
AAPL
Apple Inc.

Technology
201
+ 0.19%
$209.68 - $247.1 $42.1K - $49.7K
108K $23.9M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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