Atwater Malick LLC Top Holdings and 13F Report (2025)

About Atwater Malick LLC

Investment Activity

Atwater 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: $26,882,711
iShares Core S&P 500 ETF: $19,745,957
Alphabet: $16,406,965
Caterpillar: $15,317,843
Walmart: $14,673,446

Largest New Holdings this Quarter

Invesco S&P 500 Equal Weight ETF: $467,338 Holding
Alphabet: $230,432 Holding
Meta 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$26,882,711	$1,095,843 ▼	-3.9%	107,350	9.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$19,745,957	$241,946 ▲	1.2%	33,543	6.6%	ETF
GOOGL Alphabet	$16,406,965	$144,246 ▼	-0.9%	86,672	5.5%	Computer and Technology
CAT Caterpillar	$15,317,843	$259,372 ▼	-1.7%	42,226	5.1%	Industrial Products
WMT Walmart	$14,673,446	$237,891 ▼	-1.6%	162,407	4.9%	Retail/Wholesale
GS The Goldman Sachs Group	$14,399,984	$148,306 ▼	-1.0%	25,148	4.8%	Finance
NVO Novo Nordisk A/S	$13,954,839	$396,036 ▼	-2.8%	162,228	4.7%	Medical
WM Waste Management	$13,875,873	$73,250 ▼	-0.5%	68,764	4.6%	Business Services
ACN Accenture	$13,395,779	$118,553 ▼	-0.9%	38,079	4.5%	Computer and Technology
CMI Cummins	$12,442,704	$136,304 ▼	-1.1%	35,693	4.2%	Auto/Tires/Trucks
MCD McDonald's	$11,088,036	$57,688 ▼	-0.5%	38,249	3.7%	Retail/Wholesale
PG Procter & Gamble	$10,517,839	$27,159 ▼	-0.3%	62,737	3.5%	Consumer Staples
KO Coca-Cola	$8,672,151	$38,414 ▼	-0.4%	139,289	2.9%	Consumer Staples
DGX Quest Diagnostics	$8,317,883	$71,357 ▼	-0.9%	55,136	2.8%	Medical
MSFT Microsoft	$7,909,576	$85,144 ▲	1.1%	18,765	2.6%	Computer and Technology
AOS A. O. Smith	$7,611,800	$27,284 ▼	-0.4%	111,594	2.6%	Industrial Products
LOW Lowe's Companies	$7,523,975	$43,931 ▲	0.6%	30,486	2.5%	Retail/Wholesale
CNI Canadian National Railway	$7,113,384	$558,607 ▼	-7.3%	70,076	2.4%	Transportation
JNJ Johnson & Johnson	$6,900,592	$352,441 ▼	-4.9%	47,715	2.3%	Medical
DIS Walt Disney	$6,802,478	$326,812 ▼	-4.6%	61,091	2.3%	Consumer Discretionary
ACWI iShares MSCI ACWI ETF	$4,940,707	$4,817 ▼	-0.1%	42,049	1.7%	Manufacturing
CMCSA Comcast	$3,708,737	$401,307 ▼	-9.8%	98,821	1.2%	Consumer Discretionary
USXF iShares ESG Advanced MSCI USA ETF	$3,392,147	$49,223 ▲	1.5%	68,225	1.1%	Manufacturing
UPS United Parcel Service	$3,081,194	$174,897 ▼	-5.4%	24,435	1.0%	Transportation
PKG Packaging Co. of America	$3,013,311	$92,752 ▲	3.2%	13,385	1.0%	Industrial Products
DFAC Dimensional U.S. Core Equity 2 ETF	$2,727,419	$7,679 ▲	0.3%	78,850	0.9%	ETF
CPRT Copart	$2,333,822	$116,330 ▲	5.2%	40,666	0.8%	Business Services
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$2,230,204	$61,055 ▼	-2.7%	83,795	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,903,504	$33,043 ▲	1.8%	19,644	0.6%	Finance
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$1,639,471	$50,029 ▼	-3.0%	64,394	0.5%	ETF
AMZN Amazon.com	$1,537,705	$109,695 ▲	7.7%	7,009	0.5%	Retail/Wholesale
DMXF iShares ESG Advanced MSCI EAFE ETF	$1,424,160		0.0%	22,039	0.5%	Manufacturing
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,417,619	$56,439 ▼	-3.8%	56,389	0.5%	ETF
ISRG Intuitive Surgical	$1,291,851		0.0%	2,475	0.4%	Medical
NVDA NVIDIA	$1,286,767	$2,283 ▲	0.2%	9,582	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$1,174,448		0.0%	2,591	0.4%	Finance
DGRO iShares Core Dividend Growth ETF	$1,137,980	$121,515 ▲	12.0%	18,552	0.4%	ETF
MA Mastercard	$1,067,884		0.0%	2,028	0.4%	Business Services
IWY iShares Russell Top 200 Growth ETF	$930,493	$175,041 ▲	23.2%	3,955	0.3%	ETF
COR Cencora	$857,379		0.0%	3,816	0.3%	Medical
VV Vanguard Large-Cap ETF	$850,904		0.0%	3,155	0.3%	ETF
LLY Eli Lilly and Company	$791,348	$102,682 ▲	14.9%	1,025	0.3%	Medical
GLD SPDR Gold Shares	$766,099	$26,634 ▼	-3.4%	3,164	0.3%	Finance
TIP iShares TIPS Bond ETF	$747,768	$131,057 ▼	-14.9%	7,018	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$680,458		0.0%	27,164	0.2%	ETF
VB Vanguard Small-Cap ETF	$666,777		0.0%	2,775	0.2%	ETF
XOM Exxon Mobil	$606,830		0.0%	5,641	0.2%	Oils/Energy
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$593,422		0.0%	24,654	0.2%	ETF
ABBV AbbVie	$484,055		0.0%	2,724	0.2%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$467,338	$467,338 ▲	New Holding	2,667	0.2%	ETF
HSY Hershey	$450,640		0.0%	2,661	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$446,100		0.0%	1,861	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$416,117		0.0%	710	0.1%	Finance
PEP PepsiCo	$405,544		0.0%	2,667	0.1%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$404,262		0.0%	2,047	0.1%	Computer and Technology
HDV iShares Core High Dividend ETF	$403,462	$35,137 ▲	9.5%	3,594	0.1%	ETF
CVX Chevron	$399,034		0.0%	2,755	0.1%	Oils/Energy
DHR Danaher	$344,784	$23,185 ▼	-6.3%	1,502	0.1%	Multi-Sector Conglomerates
STIP iShares 0-5 Year TIPS Bond ETF	$342,945	$3,521 ▲	1.0%	3,409	0.1%	ETF
QQQ Invesco QQQ	$337,923		0.0%	661	0.1%	Finance
VNQ Vanguard Real Estate ETF	$316,679		0.0%	3,555	0.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$292,706		0.0%	6,121	0.1%	ETF
CB Chubb	$279,063		0.0%	1,010	0.1%	Finance
NVR NVR	$278,083	$24,537 ▼	-8.1%	34	0.1%	Construction
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$262,362		0.0%	10,950	0.1%	ETF
SBUX Starbucks	$254,223		0.0%	2,786	0.1%	Retail/Wholesale
FITB Fifth Third Bancorp	$253,765	$4,228 ▲	1.7%	6,002	0.1%	Finance
GOOG Alphabet	$230,432	$230,432 ▲	New Holding	1,210	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$223,116		0.0%	2,094	0.1%	ETF
IBM International Business Machines	$220,709	$1,539 ▼	-0.7%	1,004	0.1%	Computer and Technology
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$215,734		0.0%	8,664	0.1%	ETF
META Meta Platforms	$213,126	$213,126 ▲	New Holding	364	0.1%	Computer and Technology
FULT Fulton Financial	$198,738		0.0%	10,308	0.1%	Finance
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF	$0	$1,651,086 ▼	-100.0%	0	0.0%	ETF
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$0	$598,838 ▼	-100.0%	0	0.0%	ETF
IBTE iShares iBonds Dec 2024 Term Treasury ETF	$0	$490,632 ▼	-100.0%	0	0.0%	Manufacturing
GD General Dynamics	$0	$227,254 ▼	-100.0%	0	0.0%	Aerospace
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$0	$215,523 ▼	-100.0%	0	0.0%	ETF
MLM Martin Marietta Materials	$0	$207,226 ▼	-100.0%	0	0.0%	Construction

Showing largest 100 holdings. View all holdings.

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Atwater Malick LLC Top Holdings and 13F Report (2025)

About Atwater Malick LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Atwater Malick LLC Top Holdings and 13F Report (2025)

About Atwater Malick LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtwater Malick LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools