Atwater Malick LLC Top Holdings and 13F Report (2025) About Atwater Malick LLCInvestment ActivityAtwater Malick LLC has $298.50 million in total holdings as of December 31, 2024.Atwater Malick LLC owns shares of 73 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.72% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, Atwater Malick LLC has purchased 76 new stocks and bought additional shares in 16 stocks.Atwater Malick LLC sold shares of 28 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $26,882,711iShares Core S&P 500 ETF $19,745,957Alphabet $16,406,965Caterpillar $15,317,843Walmart $14,673,446 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $467,338 HoldingAlphabet $230,432 HoldingMeta Platforms $213,126 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 2,667 shares (about $467.34K)iShares Core S&P 500 ETF 411 shares (about $241.95K)Alphabet 1,210 shares (about $230.43K)Meta Platforms 364 shares (about $213.13K)iShares Russell Top 200 Growth ETF 744 shares (about $175.04K) Largest Sales this Quarter Apple 4,376 shares (about $1.10M)Canadian National Railway 5,503 shares (about $558.61K)Comcast 10,693 shares (about $401.31K)Novo Nordisk A/S 4,604 shares (about $396.04K)Johnson & Johnson 2,437 shares (about $352.44K) 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$26,882,711$1,095,843 ▼-3.9%107,3509.0%Computer and TechnologyIVViShares Core S&P 500 ETF$19,745,957$241,946 ▲1.2%33,5436.6%ETFGOOGLAlphabet$16,406,965$144,246 ▼-0.9%86,6725.5%Computer and TechnologyCATCaterpillar$15,317,843$259,372 ▼-1.7%42,2265.1%IndustrialsWMTWalmart$14,673,446$237,891 ▼-1.6%162,4074.9%Retail/WholesaleGSThe Goldman Sachs Group$14,399,984$148,306 ▼-1.0%25,1484.8%FinanceNVONovo Nordisk A/S$13,954,839$396,036 ▼-2.8%162,2284.7%MedicalWMWaste Management$13,875,873$73,250 ▼-0.5%68,7644.6%Business ServicesACNAccenture$13,395,779$118,553 ▼-0.9%38,0794.5%Computer and TechnologyCMICummins$12,442,704$136,304 ▼-1.1%35,6934.2%Auto/Tires/TrucksMCDMcDonald's$11,088,036$57,688 ▼-0.5%38,2493.7%Retail/WholesalePGProcter & Gamble$10,517,839$27,159 ▼-0.3%62,7373.5%Consumer StaplesKOCoca-Cola$8,672,151$38,414 ▼-0.4%139,2892.9%Consumer StaplesDGXQuest Diagnostics$8,317,883$71,357 ▼-0.9%55,1362.8%MedicalMSFTMicrosoft$7,909,576$85,144 ▲1.1%18,7652.6%Computer and TechnologyAOSA. O. Smith$7,611,800$27,284 ▼-0.4%111,5942.6%IndustrialsLOWLowe's Companies$7,523,975$43,931 ▲0.6%30,4862.5%Retail/WholesaleCNICanadian National Railway$7,113,384$558,607 ▼-7.3%70,0762.4%TransportationJNJJohnson & Johnson$6,900,592$352,441 ▼-4.9%47,7152.3%MedicalDISWalt Disney$6,802,478$326,812 ▼-4.6%61,0912.3%Consumer DiscretionaryACWIiShares MSCI ACWI ETF$4,940,707$4,817 ▼-0.1%42,0491.7%ManufacturingCMCSAComcast$3,708,737$401,307 ▼-9.8%98,8211.2%Consumer DiscretionaryUSXFiShares ESG Advanced MSCI USA ETF$3,392,147$49,223 ▲1.5%68,2251.1%ManufacturingUPSUnited Parcel Service$3,081,194$174,897 ▼-5.4%24,4351.0%TransportationPKGPackaging Co. of America$3,013,311$92,752 ▲3.2%13,3851.0%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$2,727,419$7,679 ▲0.3%78,8500.9%ETFCPRTCopart$2,333,822$116,330 ▲5.2%40,6660.8%Business ServicesIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$2,230,204$61,055 ▼-2.7%83,7950.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,903,504$33,043 ▲1.8%19,6440.6%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,639,471$50,029 ▼-3.0%64,3940.5%ETFAMZNAmazon.com$1,537,705$109,695 ▲7.7%7,0090.5%Retail/WholesaleDMXFiShares ESG Advanced MSCI EAFE ETF$1,424,1600.0%22,0390.5%ManufacturingIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,417,619$56,439 ▼-3.8%56,3890.5%ETFISRGIntuitive Surgical$1,291,8510.0%2,4750.4%MedicalNVDANVIDIA$1,286,767$2,283 ▲0.2%9,5820.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,174,4480.0%2,5910.4%FinanceDGROiShares Core Dividend Growth ETF$1,137,980$121,515 ▲12.0%18,5520.4%ETFMAMastercard$1,067,8840.0%2,0280.4%Business ServicesIWYiShares Russell Top 200 Growth ETF$930,493$175,041 ▲23.2%3,9550.3%ETFCORCencora$857,3790.0%3,8160.3%MedicalVVVanguard Large-Cap ETF$850,9040.0%3,1550.3%ETFLLYEli Lilly and Company$791,348$102,682 ▲14.9%1,0250.3%MedicalGLDSPDR Gold Shares$766,099$26,634 ▼-3.4%3,1640.3%FinanceTIPiShares TIPS Bond ETF$747,768$131,057 ▼-14.9%7,0180.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$680,4580.0%27,1640.2%ETFVBVanguard Small-Cap ETF$666,7770.0%2,7750.2%ETFXOMExxon Mobil$606,8300.0%5,6410.2%EnergyIBDRiShares iBonds Dec 2026 Term Corporate ETF$593,4220.0%24,6540.2%ETFABBVAbbVie$484,0550.0%2,7240.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$467,338$467,338 ▲New Holding2,6670.2%ETFHSYHershey$450,6400.0%2,6610.2%Consumer StaplesJPMJPMorgan Chase & Co.$446,1000.0%1,8610.1%FinanceSPYSPDR S&P 500 ETF Trust$416,1170.0%7100.1%FinancePEPPepsiCo$405,5440.0%2,6670.1%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$404,2620.0%2,0470.1%Computer and TechnologyHDViShares Core High Dividend ETF$403,462$35,137 ▲9.5%3,5940.1%ETFCVXChevron$399,0340.0%2,7550.1%EnergyDHRDanaher$344,784$23,185 ▼-6.3%1,5020.1%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$342,945$3,521 ▲1.0%3,4090.1%ETFQQQInvesco QQQ$337,9230.0%6610.1%FinanceVNQVanguard Real Estate ETF$316,6790.0%3,5550.1%ETFVEAVanguard FTSE Developed Markets ETF$292,7060.0%6,1210.1%ETFCBChubb$279,0630.0%1,0100.1%FinanceNVRNVR$278,083$24,537 ▼-8.1%340.1%ConstructionIBDSiShares iBonds Dec 2027 Term Corporate ETF$262,3620.0%10,9500.1%ETFSBUXStarbucks$254,2230.0%2,7860.1%Retail/WholesaleFITBFifth Third Bancorp$253,765$4,228 ▲1.7%6,0020.1%FinanceGOOGAlphabet$230,432$230,432 ▲New Holding1,2100.1%Computer and TechnologyMUBiShares National Muni Bond ETF$223,1160.0%2,0940.1%ETFIBMInternational Business Machines$220,709$1,539 ▼-0.7%1,0040.1%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$215,7340.0%8,6640.1%ETFMETAMeta Platforms$213,126$213,126 ▲New Holding3640.1%Computer and TechnologyFULTFulton Financial$198,7380.0%10,3080.1%FinanceIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$0$1,651,086 ▼-100.0%00.0%ETFIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$598,838 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$490,632 ▼-100.0%00.0%ManufacturingGDGeneral Dynamics$0$227,254 ▼-100.0%00.0%AerospaceIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$0$215,523 ▼-100.0%00.0%ETFMLMMartin Marietta Materials$0$207,226 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. 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