Atwater Malick LLC Top Holdings and 13F Report (2025) About Atwater Malick LLCInvestment ActivityAtwater Malick LLC has $295.58 million in total holdings as of March 31, 2025.Atwater Malick LLC owns shares of 78 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 0.80% of the portfolio was sold this quarter.This quarter, Atwater Malick LLC has purchased 73 new stocks and bought additional shares in 39 stocks.Atwater Malick LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $23,890,243iShares Core S&P 500 ETF $19,649,962Waste Management $16,202,112Walmart $14,412,325Caterpillar $14,095,734 Largest New Holdings this Quarter 464288240 - iShares MSCI ACWI ex U.S. ETF $480,973 Holding00857U107 - agilon health $427,752 Holding11133T103 - Broadridge Financial Solutions $288,770 Holding464285204 - iShares Gold Trust $234,366 Holding22052L104 - Corteva $207,921 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,428 shares (about $802.38K)iShares iBonds Dec 2026 Term Muni Bond ETF 30,312 shares (about $774.77K)iShares iBonds Dec 2027 Term Muni Bond ETF 20,536 shares (about $519.15K)iShares ESG Advanced MSCI EAFE ETF 7,502 shares (about $505.18K)iShares MSCI ACWI ex U.S. ETF 8,674 shares (about $480.97K) Largest Sales this Quarter Comcast 49,408 shares (about $1.82M)Dimensional U.S. Core Equity 2 ETF 3,514 shares (about $115.93K)iShares Russell Top 200 Growth ETF 535 shares (about $112.85K)NVIDIA 293 shares (about $31.76K)Eli Lilly and Company 20 shares (about $16.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtwater Malick LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,890,243$44,648 ▲0.2%107,5518.1%Computer and TechnologyIVViShares Core S&P 500 ETF$19,649,962$802,383 ▲4.3%34,9716.6%ETFWMWaste Management$16,202,112$282,672 ▲1.8%69,9855.5%Business ServicesWMTWalmart$14,412,325$154,598 ▲1.1%164,1684.9%Retail/WholesaleCATCaterpillar$14,095,734$169,518 ▲1.2%42,7404.8%IndustrialsGSThe Goldman Sachs Group$13,859,837$121,822 ▲0.9%25,3714.7%FinanceGOOGLAlphabet$13,602,758$199,795 ▲1.5%87,9644.6%Computer and TechnologyMCDMcDonald's$12,238,835$291,126 ▲2.4%39,1814.1%Retail/WholesaleACNAccenture$12,176,192$293,944 ▲2.5%39,0214.1%Computer and TechnologyNVONovo Nordisk A/S$11,379,052$113,951 ▲1.0%163,8693.8%MedicalCMICummins$11,287,839$100,300 ▲0.9%36,0133.8%Auto/Tires/TrucksPGProcter & Gamble$10,956,251$264,661 ▲2.5%64,2903.7%Consumer StaplesKOCoca-Cola$10,343,453$367,555 ▲3.7%144,4213.5%Consumer StaplesDGXQuest Diagnostics$9,584,847$255,831 ▲2.7%56,6483.2%MedicalJNJJohnson & Johnson$8,074,358$161,361 ▲2.0%48,6882.7%MedicalAOSA. O. Smith$7,563,645$269,871 ▲3.7%115,7232.6%IndustrialsLOWLowe's Companies$7,443,676$333,515 ▲4.7%31,9162.5%Retail/WholesaleMSFTMicrosoft$7,441,886$397,546 ▲5.6%19,8242.5%Computer and TechnologyCNICanadian National Railway$6,946,329$116,756 ▲1.7%71,2742.4%TransportationDISWalt Disney$6,266,835$237,175 ▲3.9%63,4942.1%Consumer DiscretionaryACWIiShares MSCI ACWI ETF$5,018,337$124,303 ▲2.5%43,1171.7%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$3,184,0610.0%68,2251.1%ManufacturingUPSUnited Parcel Service$3,001,306$313,692 ▲11.7%27,2871.0%TransportationPKGPackaging Co. of America$2,982,030$331,491 ▲12.5%15,0591.0%IndustrialsCPRTCopart$2,718,923$417,634 ▲18.1%48,0460.9%Business ServicesIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$2,711,594$470,078 ▲21.0%101,3680.9%ETFDFACDimensional U.S. Core Equity 2 ETF$2,485,329$115,927 ▼-4.5%75,3360.8%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2,420,685$774,775 ▲47.1%94,7060.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,016,286$73,102 ▲3.8%20,3830.7%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$1,989,291$505,185 ▲34.0%29,5410.7%ManufacturingIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,944,664$519,150 ▲36.4%76,9250.7%ETFCMCSAComcast$1,823,340$1,823,155 ▼-50.0%49,4130.6%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$1,507,061$360,919 ▲31.5%24,3940.5%ETFBRK.BBerkshire Hathaway$1,379,9150.0%2,5910.5%FinanceAMZNAmazon.com$1,333,5320.0%7,0090.5%Retail/WholesaleISRGIntuitive Surgical$1,225,7930.0%2,4750.4%MedicalMAMastercard$1,111,5870.0%2,0280.4%Business ServicesCORCencora$1,061,1910.0%3,8160.4%MedicalNVDANVIDIA$1,006,742$31,755 ▼-3.1%9,2890.3%Computer and TechnologyGLDSPDR Gold Shares$911,6750.0%3,1640.3%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$847,304$164,129 ▲24.0%33,6900.3%ETFLLYEli Lilly and Company$830,091$16,519 ▼-2.0%1,0050.3%MedicalVVVanguard Large-Cap ETF$810,9300.0%3,1550.3%ETFTIPiShares TIPS Bond ETF$777,408$2,222 ▼-0.3%6,9980.3%ETFRSPInvesco S&P 500 Equal Weight ETF$765,157$303,153 ▲65.6%4,4170.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$764,358$167,485 ▲28.1%31,5720.3%ETFIWYiShares Russell Top 200 Growth ETF$721,415$112,853 ▼-13.5%3,4200.2%ETFXOMExxon Mobil$675,910$4,995 ▲0.7%5,6830.2%EnergyVBVanguard Small-Cap ETF$615,3560.0%2,7750.2%ETFABBVAbbVie$568,009$2,724 ▼-0.5%2,7110.2%MedicalACWXiShares MSCI ACWI ex U.S. ETF$480,973$480,973 ▲New Holding8,6740.2%ManufacturingCVXChevron$471,423$10,539 ▲2.3%2,8180.2%EnergyJPMJPMorgan Chase & Co.$456,5030.0%1,8610.2%FinanceHSYHershey$455,1110.0%2,6610.2%Consumer StaplesHDViShares Core High Dividend ETF$451,051$15,746 ▲3.6%3,7240.2%ETFAGLagilon health$427,752$427,752 ▲New Holding98,7880.1%MedicalPEPPepsiCo$399,8900.0%2,6670.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$397,1670.0%7100.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$352,7290.0%3,4090.1%ETFTSMTaiwan Semiconductor Manufacturing$339,8020.0%2,0470.1%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$336,658$71,887 ▲27.2%13,9230.1%ETFDHRDanaher$327,385$19,475 ▲6.3%1,5970.1%MedicalVNQVanguard Real Estate ETF$312,816$9,054 ▼-2.8%3,4550.1%ETFVEAVanguard FTSE Developed Markets ETF$311,1300.0%6,1210.1%ETFQQQInvesco QQQ$309,9560.0%6610.1%FinanceCBChubb$305,0100.0%1,0100.1%FinanceBRBroadridge Financial Solutions$288,770$288,770 ▲New Holding1,1910.1%Business ServicesIBDTiShares iBonds Dec 2028 Term Corporate ETF$281,598$62,746 ▲28.7%11,1480.1%ETFSBUXStarbucks$273,2790.0%2,7860.1%Retail/WholesaleIBMInternational Business Machines$249,6550.0%1,0040.1%Computer and TechnologyNVRNVR$246,3090.0%340.1%ConstructionIAUiShares Gold Trust$234,366$234,366 ▲New Holding3,9750.1%FinanceFITBFifth Third Bancorp$225,086$10,192 ▼-4.3%5,7420.1%FinanceMUBiShares National Muni Bond ETF$220,7910.0%2,0940.1%ETFCTVACorteva$207,921$207,921 ▲New Holding3,3040.1%Consumer StaplesGDGeneral Dynamics$204,980$204,980 ▲New Holding7520.1%AerospaceMETAMeta Platforms$204,031$5,764 ▼-2.7%3540.1%Computer and TechnologyFULTFulton Financial$186,4720.0%10,3080.1%FinanceGOOGAlphabet$0$230,432 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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