Atwater Malick LLC Incresed Positions in Q3 2024

Atwater Malick LLC

  • $309 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.44K
+ 1.31%
$207.23 - $234.82 $299K - $339K
112K $26M
CAT
Caterpillar Inc

Industrials
50
+ 0.12%
$316.8 - $391.12 $15.8K - $19.6K
42.9K $16.8M
WMT
Walmart Inc.

Consumer Defensive
1.32K
+ 0.81%
$66.91 - $81.4 $88.6K - $108K
165K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
2.1K
+ 6.77%
$520.18 - $576.82 $1.09M - $1.21M
33.1K $19.1M
ACN
Accenture PLC

Technology
643
+ 1.7%
$295.44 - $355.81 $190K - $229K
38.4K $13.6M
MCD
Mcdonalds Corp

Consumer Cyclical
225
+ 0.59%
$245.82 - $304.51 $55.3K - $68.5K
38.4K $11.7M
LOW
Lowes Companies Inc

Consumer Cyclical
801
+ 2.71%
$213.3 - $270.78 $171K - $217K
30.3K $8.21M
CMI
Cummins Inc

Industrials
8
+ 0.02%
$266.63 - $326.4 $2.13K - $2.61K
36.1K $11.7M
KO
Coca Cola CO

Consumer Defensive
1.78K
+ 1.29%
$62.69 - $73.01 $112K - $130K
140K $10.1M
GS
Goldman Sachs Group Inc

Financial Services
78
+ 0.31%
$459.02 - $510.25 $35.8K - $39.8K
25.4K $12.6M
JNJ
Johnson & Johnson

Healthcare
312
+ 0.63%
$145.48 - $167.38 $45.4K - $52.2K
50.2K $8.13M
PKG
Packaging Corp Of America

Consumer Cyclical
1.57K
+ 13.8%
$176.32 - $215.7 $277K - $339K
13K $2.79M
PG
Procter & Gamble CO

Consumer Defensive
780
+ 1.26%
$160.76 - $177.82 $125K - $139K
62.9K $10.9M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.33K
+ 10.39%
$43.59 - $49.35 $276K - $312K
67.2K $3.3M
CPRT
Copart Inc

Consumer Cyclical
9.16K
+ 31.07%
$49.19 - $55.54 $451K - $509K
38.6K $2.02M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.41K
+ 12.27%
$26.42 - $26.67 $249K - $251K
86.1K $2.3M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.58K
+ 7.71%
$64.83 - $72.82 $102K - $115K
22K $1.59M
IWY
Ishares Tr Russell 200 Growth

ETFs
808
+ 33.62%
$194.66 - $225.97 $157K - $183K
3.21K $706K
DGRO
Ishares Core Dividend Growth E

ETFs
1.6K
+ 10.7%
$57.47 - $62.76 $92.1K - $101K
16.6K $1.04M
IBMO
Ishares Tr Ibonds December 202

ETFs
5.89K
+ 9.75%
$25.26 - $25.66 $149K - $151K
66.4K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.43%
$405.19 - $478.57 $4.46K - $5.26K
2.59K $1.19M
DGX
Quest Diagnostics Inc

Healthcare
670
+ 1.22%
$137.09 - $137.09 $91.9K - $91.9K
55.6K $7.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
211
+ 1.11%
$96.25 - $101.98 $20.3K - $21.5K
19.3K $1.95M
IBMP
Ishares Tr Ibonds December 202

ETFs
2K
+ 3.53%
$24.92 - $25.47 $49.8K - $50.9K
58.6K $1.49M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.92K
+ 3.13%
$25.97 - $26.11 $49.9K - $50.2K
63.3K $1.65M
HDV
Ishares Core High Dividend ETF

ETFs
78
+ 2.44%
$107.62 - $118.76 $8.39K - $9.26K
3.28K $385K
HSY
Hershey CO

Consumer Defensive
29
+ 1.1%
$182.45 - $203.25 $5.29K - $5.89K
2.66K $510K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.57%
$517.38 - $573.86 $2.07K - $2.3K
710 $407K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
108
+ 5.57%
$147.95 - $191.05 $16K - $20.6K
2.05K $355K
MSFT
Microsoft Corp

Technology
709
+ 3.97%
$395.15 - $467.56 $280K - $332K
18.6K $7.99M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
145
+ 0.59%
$23.75 - $23.75 $3.44K - $3.44K
24.7K $585K
NVDA
Nvidia Corp

Technology
25
+ 0.26%
$98.91 - $134.91 $2.47K - $3.37K
9.57K $1.16M
CNI
Canadian National Railway CO

Industrials
458
+ 0.61%
$110.1 - $123.65 $50.4K - $56.6K
75.6K $8.85M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.31%
$161.02 - $200.0 $3.22K - $4K
6.51K $1.21M
WM
Waste Management Inc

Industrials
601
+ 0.88%
$196.96 - $223.45 $118K - $134K
69.1K $14.4M
GOOGL
Alphabet Inc.

Communication Services
651
+ 0.75%
$148.65 - $191.18 $96.8K - $124K
87.4K $14.5M
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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