Wimmer Associates 1, LLC Reduced Holdings in Q1 2025

Wimmer Associates 1, LLC

  • $185 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.21K
- 5.33%
$209.68 - $247.1 $673K - $793K
57K $12.7M
NVDA
Nvidia Corp

Technology
-765
- 1.14%
$106.98 - $149.43 $81.8K - $114K
66.5K $7.21M
GOOGL
Alphabet Inc.

Communication Services
-2.49K
- 6.21%
$154.33 - $206.19 $384K - $513K
37.6K $5.81M
MSFT
Microsoft Corp

Technology
-1.04K
- 3.87%
$375.39 - $447.2 $390K - $464K
25.8K $9.69M
ADBE
Adobe Inc.

Technology
-1.08K
- 8.82%
$377.84 - $464.11 $407K - $500K
11.1K $4.27M
VIG
Vanguard Dividend Appreciation

ETFs
-5.65K
- 10.64%
N/A
47.5K $8.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-97
- 0.35%
$190.26 - $242.06 $18.5K - $23.5K
27.3K $5.19M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-17.4K
- 9.27%
$39.4 - $42.61 $686K - $742K
170K $6.89M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.36K
- 8.99%
N/A
64.4K $5.53M
VTI
Vanguard Total Stock Market Et

ETFs
-500
- 2.39%
$271.18 - $303.12 $136K - $152K
20.5K $5.62M
LMT
Lockheed Martin Corp

Industrials
-408
- 7.43%
$423.19 - $506.29 $173K - $207K
5.08K $2.27M
DIS
Walt Disney CO

Communication Services
-1.37K
- 11.66%
$96.87 - $114.0 $132K - $156K
10.4K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-426
- 16.4%
$507.05 - $563.67 $216K - $240K
2.17K $1.12M
VTV
Vanguard Value ETF

ETFs
-1.61K
- 20.65%
$167.73 - $179.21 $270K - $289K
6.19K $1.07M
ACN
Accenture PLC

Technology
-540
- 26.21%
$300.91 - $398.25 $162K - $215K
1.52K $474K
SRE
Sempra Energy

Utilities
-2K
- 32.54%
$67.85 - $87.67 $135K - $175K
4.14K $295K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.08%
$551.42 - $612.93 $3.86K - $4.29K
8.84K $4.94M
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 7.15%
$83.01 - $101.02 $84.3K - $103K
13.2K $1.18M
BDX
Becton Dickinson & CO

Healthcare
-987
- 9.53%
$222.79 - $249.08 $220K - $246K
9.37K $2.15M
FDX
Fedex Corp

Industrials
-260
- 6.98%
$230.33 - $281.53 $59.9K - $73.2K
3.46K $844K
PEP
Pepsico Inc

Consumer Defensive
-1.02K
- 6.16%
$142.64 - $156.42 $145K - $159K
15.5K $2.32M
AMD
Advanced Micro Devices Inc

Technology
-703
- 12.71%
$96.63 - $129.55 $67.9K - $91.1K
4.83K $495K
NTRS
Northern Trust Corp

Financial Services
-1.3K
- 12.33%
$96.09 - $113.81 $124K - $147K
9.21K $908K
TGT
Target Corp

Consumer Defensive
-165
- 3.42%
$103.65 - $142.5 $17.1K - $23.5K
4.66K $486K
BX
Blackstone Inc.

Financial Services
-148
- 3.45%
$136.53 - $186.74 $20.2K - $27.6K
4.14K $579K
LOW
Lowes Companies Inc

Consumer Cyclical
-274
- 4.75%
$222.66 - $268.42 $61K - $73.5K
5.5K $1.28M
CAT
Caterpillar Inc

Industrials
-163
- 6.83%
$326.75 - $407.63 $53.3K - $66.4K
2.22K $732K
VEA
Vanguard Ftse Developed Market

ETFs
-2.92K
- 25.21%
$47.4 - $52.99 $138K - $154K
8.65K $439K
NVO
Novo Nordisk A S

Healthcare
-360
- 7.52%
$69.3 - $90.95 $24.9K - $32.7K
4.43K $307K
SYY
Sysco Corp

Consumer Defensive
-965
- 6.07%
$70.0 - $77.13 $67.6K - $74.4K
14.9K $1.12M
HD
Home Depot, Inc.

Consumer Cyclical
-148
- 8.54%
$347.25 - $424.87 $51.4K - $62.9K
1.59K $581K
EMR
Emerson Electric CO

Industrials
-170
- 3.27%
$108.64 - $131.17 $18.5K - $22.3K
5.03K $551K
VZ
Verizon Communications Inc

Communication Services
-3.97K
- 23.3%
$37.81 - $46.49 $150K - $185K
13.1K $593K
IVV
Ishares Core S&P 500 ETF

ETFs
-84
- 6.49%
$554.06 - $615.85 $46.5K - $51.7K
1.21K $680K
IVW
Ishares S&P 500 Growth ETF

ETFs
-215
- 3.3%
$92.45 - $106.69 $19.9K - $22.9K
6.3K $584K
FAF
First American Financial Corp

Financial Services
-1.4K
- 26.12%
$57.7 - $66.47 $80.8K - $93.1K
3.96K $259K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-115
- 3.45%
$65.15 - $91.81 $7.49K - $10.6K
3.22K $210K
TJX
Tjx Companies Inc

Consumer Cyclical
-680
- 8.23%
$112.81 - $126.16 $76.7K - $85.8K
7.58K $923K
HSY
Hershey CO

Consumer Defensive
-415
- 24.56%
$144.74 - $186.36 $60.1K - $77.3K
1.28K $218K
IP
International Paper CO

Consumer Cyclical
-1.08K
- 14.43%
$49.38 - $60.09 $53.1K - $64.6K
6.38K $340K
MS
Morgan Stanley

Financial Services
-180
- 5.95%
$111.68 - $141.08 $20.1K - $25.4K
2.84K $331K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 0.95%
$497.6 - $606.74 $7.46K - $9.1K
1.56K $777K
PAYX
Paychex Inc

Industrials
-600
- 12.46%
$136.06 - $154.52 $81.6K - $92.7K
4.21K $650K
JPM
Jpmorgan Chase & CO

Financial Services
-194
- 4.72%
$225.19 - $279.95 $43.7K - $54.3K
3.92K $961K
VO
Vanguard Mid Cap ETF

ETFs
-58
- 3.75%
$251.87 - $277.95 $14.6K - $16.1K
1.49K $385K
NEE
Nextera Energy Inc

Utilities
-60
- 1.57%
$66.96 - $76.16 $4.02K - $4.57K
3.75K $265K
EBAY
Ebay Inc

Consumer Cyclical
-830
- 9.86%
$61.61 - $70.93 $51.1K - $58.9K
7.59K $513K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-947
- 13.33%
$208.48 - $244.03 $197K - $231K
6.16K $1.5M
NUE
Nucor Corp

Basic Materials
-175
- 3.54%
$114.48 - $142.52 $20K - $24.9K
4.78K $574K
Activity Summary
Buys All Purchases 10 New Holdings 2 Increased Positions 8 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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