Wimmer Associates 1, LLC Portfolio Holdings
Wimmer Associates 1, LLC
- $185 Million
- Q1 2025
Wimmer Associates 1, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $185 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.7M, Microsoft Corp with a value of $9.69M, Vanguard Dividend Appreciation with a value of $8.64M, Nvidia Corp with a value of $7.21M, and Visa Inc. with a value of $6.93M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $200M to 185M.
Wimmer Associates 1, LLC is based out at Pasadena, CA
Below you can find more details about Wimmer Associates 1, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$185 Million
Technology: $41.4 Million
ETFs: $40.8 Million
Healthcare: $23 Million
Financial Services: $19.2 Million
Consumer Defensive: $14.7 Million
Consumer Cyclical: $14.2 Million
Communication Services: $12 Million
Industrials: $11.8 Million
Other: $7.62 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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