Wimmer Associates 1, LLC Portfolio Holdings

Wimmer Associates 1, LLC

  • $201 Million
  • Q3 2024

Wimmer Associates 1, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.2M, Microsoft Corp with a value of $11.7M, Vanguard Dividend Appreciation with a value of $9.84M, Nvidia Corp with a value of $8.25M, and Invesco Exchange Traded Fd Tr with a value of $7.86M.

Examining the 13F form we can see an increase of $6.33M in the current position value, from $195M to 201M.

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 $201 Million
Technology: $48.4 Million
ETFs: $43.9 Million
Healthcare: $24.7 Million
Financial Services: $17.5 Million
Consumer Defensive: $15.9 Million
Consumer Cyclical: $14.9 Million
Industrials: $13.8 Million
Communication Services: $13.4 Million
Other: $8.64 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $201 Million
  • Prior Value $195 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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