Wimmer Associates 1, LLC Purchases in Q4 2024

Wimmer Associates 1, LLC

  • $200 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
85
+ 0.4%
$273.87 - $320.91 $23.3K - $27.3K
21.1K $6.66M
GOOG
Alphabet Inc.

Communication Services
5
+ 0.02%
$163.08 - $198.16 $815 - $991
25.9K $4.93M
LLY
Eli Lilly & CO

Healthcare
815
+ 58.84%
$727.2 - $932.06 $593K - $760K
2.2K $1.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
615
+ 31.01%
$521.84 - $558.82 $321K - $344K
2.6K $1.4M
SCHW
Schwab Charles Corp

Financial Services
2.98K
New
$63.31 - $82.85 $189K - $247K
2.98K $220K
AMP
Ameriprise Financial Inc

Financial Services
390
New
$473.15 - $574.01 $185K - $224K
390 $207K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.92K
New
$100.18 - $109.1 $192K - $209K
1.92K $200K
SPY
Spdr S&P 500 ETF Trust

ETFs
145
+ 1.67%
$567.81 - $607.81 $82.3K - $88.1K
8.85K $5.18M
NTRS
Northern Trust Corp

Financial Services
395
+ 3.91%
$88.4 - $111.16 $34.9K - $43.9K
10.5K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.98%
$205.18 - $250.29 $8.21K - $10K
4.11K $986K
IP
International Paper CO

Consumer Cyclical
270
+ 3.76%
$46.64 - $59.57 $12.6K - $16.1K
7.45K $400K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
423
+ 5.22%
$126.68 - $134.74 $53.6K - $57K
8.52K $1.09M
QCOM
Qualcomm Inc

Technology
451
+ 28.0%
$150.4 - $178.04 $67.8K - $80.3K
2.06K $316K
IVV
Ishares Core S&P 500 ETF

ETFs
45
+ 3.6%
$570.51 - $610.59 $25.7K - $27.5K
1.3K $762K
META
Meta Platforms, Inc.

Communication Services
47
+ 7.18%
$554.08 - $632.68 $26K - $29.7K
702 $414K
SRE
Sempra Energy

Utilities
35
+ 0.57%
$80.81 - $94.77 $2.83K - $3.32K
6.13K $538K
ACN
Accenture PLC

Technology
40
+ 1.98%
$343.9 - $376.86 $13.8K - $15.1K
2.06K $724K
SYY
Sysco Corp

Consumer Defensive
230
+ 1.47%
$73.63 - $81.77 $16.9K - $18.8K
15.9K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 2.66%
$385.02 - $431.37 $17.3K - $19.4K
1.73K $674K
EBAY
Ebay Inc

Consumer Cyclical
130
+ 1.57%
$57.51 - $67.17 $7.48K - $8.73K
8.42K $521K
NEE
Nextera Energy Inc

Utilities
60
+ 1.6%
$69.77 - $85.43 $4.19K - $5.13K
3.81K $273K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.12%
$442.29 - $483.08 $4.42K - $4.83K
8.04K $3.64M
UPS
United Parcel Service Inc

Industrials
60
+ 0.8%
$122.65 - $138.35 $7.36K - $8.3K
7.55K $951K
XOM
Exxon Mobil Corp

Energy
220
+ 2.1%
$105.51 - $125.37 $23.2K - $27.6K
10.7K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
37
+ 0.49%
$288.47 - $316.54 $10.7K - $11.7K
7.57K $2.19M
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 0.35%
$244.52 - $284.07 $4.89K - $5.68K
5.77K $1.42M
PEP
Pepsico Inc

Consumer Defensive
20
+ 0.12%
$151.29 - $176.1 $3.03K - $3.52K
16.5K $2.51M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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