Wimmer Associates 1, LLC Reduced Holdings in Q3 2024

Wimmer Associates 1, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-132
- 0.33%
$148.65 - $191.18 $19.6K - $25.2K
40.2K $6.67M
MSFT
Microsoft Corp

Technology
-159
- 0.58%
$395.15 - $467.56 $62.8K - $74.3K
27.2K $11.7M
UPS
United Parcel Service Inc

Industrials
-3.47K
- 31.69%
$123.32 - $147.38 $428K - $512K
7.49K $1.02M
COP
Conocophillips

Energy
-2.58K
- 49.66%
$102.3 - $116.61 $264K - $301K
2.62K $275K
VIG
Vanguard Dividend Appreciation

ETFs
-1.24K
- 2.24%
$182.15 - $182.15 $225K - $225K
54K $9.84M
NVDA
Nvidia Corp

Technology
-240
- 0.35%
$98.91 - $134.91 $23.7K - $32.4K
68K $8.25M
FDX
Fedex Corp

Industrials
-90
- 2.36%
$254.64 - $313.52 $22.9K - $28.2K
3.72K $1.02M
DIS
Walt Disney CO

Communication Services
-354
- 2.8%
$85.6 - $98.61 $30.3K - $34.9K
12.3K $1.18M
QCOM
Qualcomm Inc

Technology
-49
- 2.95%
$156.12 - $209.64 $7.65K - $10.3K
1.61K $273K
NUE
Nucor Corp

Basic Materials
-80
- 1.48%
$137.77 - $166.14 $11K - $13.3K
5.31K $798K
LLY
Eli Lilly & CO

Healthcare
-7
- 0.5%
$772.14 - $960.02 $5.4K - $6.72K
1.39K $1.23M
KO
Coca Cola CO

Consumer Defensive
-1.35K
- 13.68%
$62.69 - $73.01 $84.7K - $98.6K
8.53K $612K
KMB
Kimberly Clark Corp

Consumer Defensive
-150
- 3.2%
$135.05 - $148.35 $20.3K - $22.3K
4.54K $645K
TGT
Target Corp

Consumer Defensive
-164
- 3.2%
$133.47 - $159.25 $21.9K - $26.1K
4.96K $773K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-75
- 3.64%
$475.2 - $527.7 $35.6K - $39.6K
1.98K $1.05M
VEU
Vanguard Ftse All World Ex Us

ETFs
-98
- 1.34%
$56.47 - $63.69 $5.53K - $6.24K
7.22K $454K
DUK
Duke Energy Corp

Utilities
-55
- 1.77%
$99.35 - $117.71 $5.46K - $6.47K
3.06K $352K
SRE
Sempra Energy

Utilities
-25
- 0.41%
$74.97 - $84.04 $1.87K - $2.1K
6.1K $510K
PG
Procter & Gamble CO

Consumer Defensive
-128
- 1.35%
$160.76 - $177.82 $20.6K - $22.8K
9.38K $1.62M
FAF
First American Financial Corp

Financial Services
-45
- 0.83%
$52.48 - $67.02 $2.36K - $3.02K
5.36K $353K
PLD
Prologis, Inc.

Real Estate
-5
- 0.1%
$111.95 - $132.43 $560 - $662
4.9K $618K
BDX
Becton Dickinson & CO

Healthcare
-29
- 0.27%
$221.47 - $242.41 $6.42K - $7.03K
10.5K $2.54M
PEP
Pepsico Inc

Consumer Defensive
-41
- 0.25%
$161.9 - $179.3 $6.64K - $7.35K
16.5K $2.8M
AMGN
Amgen Inc

Healthcare
-25
- 0.27%
$309.38 - $337.38 $7.73K - $8.43K
9.14K $2.94M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-40
- 0.53%
$210.25 - $231.86 $8.41K - $9.27K
7.57K $1.69M
ABT
Abbott Laboratories

Healthcare
-359
- 1.44%
$100.07 - $118.13 $35.9K - $42.4K
24.6K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 0.8%
$517.38 - $573.86 $36.2K - $40.2K
8.7K $4.99M
ABBV
Abb Vie Inc.

Healthcare
-44
- 0.29%
$163.84 - $199.33 $7.21K - $8.77K
15.4K $3.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 0.68%
$405.19 - $478.57 $22.3K - $26.3K
8.03K $3.69M
AAPL
Apple Inc.

Technology
-338
- 0.55%
$207.23 - $234.82 $70K - $79.4K
61.1K $14.2M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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