Wimmer Associates 1, LLC Reduced Holdings in Q4 2024

Wimmer Associates 1, LLC

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

Technology
-90
- 0.73%
$437.39 - $552.96 $39.4K - $49.8K
12.2K $5.43M
AMGN
Amgen Inc

Healthcare
-385
- 4.21%
$258.78 - $328.31 $99.6K - $126K
8.75K $2.28M
ABBV
Abb Vie Inc.

Healthcare
-560
- 3.65%
$164.99 - $203.87 $92.4K - $114K
14.8K $2.63M
MSFT
Microsoft Corp

Technology
-302
- 1.11%
$406.35 - $454.46 $123K - $137K
26.9K $11.3M
NVO
Novo Nordisk A S

Healthcare
-1.69K
- 26.1%
$85.0 - $120.04 $144K - $203K
4.79K $411K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
- 0.11%
$396.64 - $516.74 $2.38K - $3.1K
5.61K $2.26M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.69K
- 2.94%
$40.15 - $42.9 $228K - $244K
188K $7.58M
MRK
Merck & Co., Inc.

Healthcare
-740
- 4.95%
$96.31 - $114.76 $71.3K - $84.9K
14.2K $1.41M
VTV
Vanguard Value ETF

ETFs
-1.36K
- 14.81%
$168.32 - $181.87 $228K - $246K
7.8K $1.32M
AMD
Advanced Micro Devices Inc

Technology
-145
- 2.56%
$118.88 - $172.8 $17.2K - $25.1K
5.53K $667K
SBUX
Starbucks Corp

Consumer Cyclical
-510
- 1.94%
$87.44 - $102.5 $44.6K - $52.3K
25.7K $2.35M
BDX
Becton Dickinson & CO

Healthcare
-195
- 1.85%
$220.02 - $243.75 $42.9K - $47.5K
10.4K $2.35M
JNJ
Johnson & Johnson

Healthcare
-10
- 0.09%
$143.34 - $165.86 $1.43K - $1.66K
10.7K $1.55M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-465
- 6.14%
$209.89 - $233.24 $97.6K - $108K
7.11K $1.51M
PSX
Phillips 66

Energy
-60
- 0.62%
$110.35 - $138.93 $6.62K - $8.34K
9.61K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
-924
- 1.71%
N/A
53.1K $9.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 0.63%
$501.29 - $612.85 $5.01K - $6.13K
1.58K $820K
MMM
3 M CO

Industrials
-50
- 0.26%
$124.74 - $137.12 $6.24K - $6.86K
19.3K $2.49M
VZ
Verizon Communications Inc

Communication Services
-1.36K
- 7.36%
$39.6 - $45.21 $53.7K - $61.3K
17K $681K
GPC
Genuine Parts CO

Consumer Cyclical
-525
- 15.89%
$113.11 - $143.63 $59.4K - $75.4K
2.78K $324K
CVX
Chevron Corp

Energy
-580
- 3.0%
$141.15 - $162.53 $81.9K - $94.3K
18.8K $2.72M
TGT
Target Corp

Consumer Defensive
-140
- 2.82%
$121.59 - $160.69 $17K - $22.5K
4.82K $651K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.33K
- 1.85%
N/A
70.8K $6.08M
PLD
Prologis, Inc.

Real Estate
-55
- 1.12%
$101.4 - $126.96 $5.58K - $6.98K
4.84K $511K
NVS
Novartis Ag

Healthcare
-540
- 17.62%
$96.78 - $117.18 $52.3K - $63.3K
2.52K $245K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 0.39%
$161.05 - $179.7 $5.96K - $6.65K
9.34K $1.57M
VEU
Vanguard Ftse All World Ex Us

ETFs
-304
- 4.21%
$57.29 - $63.1 $17.4K - $19.2K
6.92K $397K
KMB
Kimberly Clark Corp

Consumer Defensive
-25
- 0.55%
$130.37 - $146.09 $3.26K - $3.65K
4.51K $590K
ABT
Abbott Laboratories

Healthcare
-273
- 1.11%
$111.93 - $119.39 $30.6K - $32.6K
24.3K $2.75M
PFE
Pfizer Inc

Healthcare
-855
- 8.07%
$24.8 - $30.19 $21.2K - $25.8K
9.74K $258K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-570
- 14.6%
$77.25 - $91.3 $44K - $52K
3.34K $284K
WM
Waste Management Inc

Industrials
-25
- 1.47%
$201.79 - $228.46 $5.04K - $5.71K
1.68K $337K
BMY
Bristol Myers Squibb CO

Healthcare
-115
- 2.75%
$51.92 - $59.94 $5.97K - $6.89K
4.07K $229K
VTI
Vanguard Total Stock Market Et

ETFs
-440
- 2.06%
$280.04 - $302.45 $123K - $133K
21K $6.07M
BX
Blackstone Inc.

Financial Services
-52
- 1.2%
$148.45 - $199.05 $7.72K - $10.4K
4.29K $739K
DIS
Walt Disney CO

Communication Services
-580
- 4.72%
$92.39 - $117.6 $53.6K - $68.2K
11.7K $1.3M
WMT
Walmart Inc.

Consumer Defensive
-115
- 0.78%
$79.1 - $95.7 $9.1K - $11K
14.5K $1.31M
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 0.31%
$873.59 - $994.69 $19.2K - $21.9K
6.99K $6.4M
CSCO
Cisco Systems, Inc.

Technology
-255
- 0.53%
$52.45 - $60.02 $13.4K - $15.3K
48K $2.84M
NVDA
Nvidia Corp

Technology
-690
- 1.02%
$117.0 - $148.88 $80.7K - $103K
67.3K $9.03M
AAPL
Apple Inc.

Technology
-859
- 1.41%
$221.69 - $259.02 $190K - $222K
60.2K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-155
- 0.56%
$180.88 - $232.93 $28K - $36.1K
27.4K $6.01M
GOOGL
Alphabet Inc.

Communication Services
-135
- 0.34%
$161.86 - $196.66 $21.9K - $26.5K
40.1K $7.59M
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
Track This Portfolio

Track Wimmer Associates 1, LLC Portfolio

Follow Wimmer Associates 1, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wimmer Associates 1, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wimmer Associates 1, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email