Wimmer Associates 1, LLC Top Holdings and 13F Report (2025) About Wimmer Associates 1, LLCInvestment ActivityWimmer Associates 1, LLC has $202.29 million in total holdings as of December 31, 2024.Wimmer Associates 1, LLC owns shares of 110 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 1.04% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Wimmer Associates 1, LLC has purchased 111 new stocks and bought additional shares in 25 stocks.Wimmer Associates 1, LLC sold shares of 44 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $15,083,379Microsoft $11,319,319Vanguard Dividend Appreciation ETF $10,399,228NVIDIA $9,032,347Alphabet $7,586,576 Largest New Holdings this Quarter Charles Schwab $220,846 HoldingAmeriprise Financial $207,648 HoldingVanguard ESG US Stock ETF $200,864 Holding Largest Purchases this Quarter Eli Lilly and Company 815 shares (about $629.18K)Vanguard S&P 500 ETF 615 shares (about $331.37K)Charles Schwab 2,984 shares (about $220.85K)Ameriprise Financial 390 shares (about $207.65K)Vanguard ESG US Stock ETF 1,915 shares (about $200.86K) Largest Sales this Quarter Invesco FTSE RAFI US 1000 ETF 5,687 shares (about $229.41K)Vanguard Value ETF 1,355 shares (about $229.40K)Apple 859 shares (about $215.11K)Vanguard Dividend Appreciation ETF 924 shares (about $180.95K)Novo Nordisk A/S 1,690 shares (about $145.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWimmer Associates 1, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$15,083,379$215,112 ▼-1.4%60,2327.5%Computer and TechnologyMSFTMicrosoft$11,319,319$127,292 ▼-1.1%26,8555.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$10,399,228$180,948 ▼-1.7%53,1035.1%ETFNVDANVIDIA$9,032,347$92,660 ▼-1.0%67,2604.5%Computer and TechnologyGOOGLAlphabet$7,586,576$25,555 ▼-0.3%40,0773.8%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$7,575,546$229,414 ▼-2.9%187,7923.7%ETFVVisa$6,663,071$26,863 ▲0.4%21,0833.3%Business ServicesMOATVanEck Morningstar Wide Moat ETF$6,562,647$123,418 ▼-1.8%70,7753.2%ETFCOSTCostco Wholesale$6,401,978$20,158 ▼-0.3%6,9873.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$6,071,520$127,516 ▼-2.1%20,9503.0%ETFAMZNAmazon.com$6,009,970$34,005 ▼-0.6%27,3943.0%Retail/WholesaleADBEAdobe$5,429,098$40,021 ▼-0.7%12,2092.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,183,979$84,983 ▲1.7%8,8452.6%FinanceGOOGAlphabet$4,929,730$952 ▲0.0%25,8862.4%Computer and TechnologyBRK.BBerkshire Hathaway$3,643,011$4,533 ▲0.1%8,0371.8%FinanceCSCOCisco Systems$2,841,419$15,096 ▼-0.5%47,9971.4%Computer and TechnologyABTAbbott Laboratories$2,749,762$30,878 ▼-1.1%24,3111.4%MedicalCVXChevron$2,718,442$84,005 ▼-3.0%18,7691.3%Oils/EnergyLMTLockheed Martin$2,667,8110.0%5,4901.3%AerospaceABBVAbbVie$2,628,742$99,513 ▼-3.6%14,7931.3%MedicalPEPPepsiCo$2,511,110$3,041 ▲0.1%16,5141.2%Consumer StaplesMMM3M$2,491,729$6,455 ▼-0.3%19,3021.2%Multi-Sector ConglomeratesSBUXStarbucks$2,349,323$46,538 ▼-1.9%25,7461.2%Retail/WholesaleBDXBecton, Dickinson and Company$2,349,012$44,240 ▼-1.8%10,3541.2%MedicalBRBroadridge Financial Solutions$2,343,6490.0%10,3661.2%Business ServicesAMGNAmgen$2,280,600$100,346 ▼-4.2%8,7501.1%MedicalVRTXVertex Pharmaceuticals$2,257,134$2,416 ▼-0.1%5,6051.1%MedicalMCDMcDonald's$2,194,703$10,726 ▲0.5%7,5711.1%Retail/WholesaleLLYEli Lilly and Company$1,698,400$629,180 ▲58.8%2,2000.8%MedicalPGProcter & Gamble$1,566,186$6,203 ▼-0.4%9,3420.8%Consumer StaplesJNJJohnson & Johnson$1,550,326$1,446 ▼-0.1%10,7200.8%MedicalIDXXIDEXX Laboratories$1,518,1520.0%3,6720.8%MedicalMMCMarsh & McLennan Companies$1,509,173$98,771 ▼-6.1%7,1050.7%FinanceQQQInvesco QQQ$1,449,3370.0%2,8350.7%FinanceLOWLowe's Companies$1,424,295$4,936 ▲0.3%5,7710.7%Retail/WholesaleMRKMerck & Co., Inc.$1,412,815$73,615 ▼-5.0%14,2020.7%MedicalVOOVanguard S&P 500 ETF$1,399,828$331,368 ▲31.0%2,5980.7%ETFSYKStryker$1,381,1520.0%3,8360.7%MedicalBRK.ABerkshire Hathaway$1,361,8400.0%20.7%FinanceVTVVanguard Value ETF$1,319,863$229,402 ▼-14.8%7,7960.7%ETFWMTWalmart$1,313,870$10,390 ▼-0.8%14,5420.6%Retail/WholesaleDISWalt Disney$1,304,577$64,583 ▼-4.7%11,7160.6%Consumer DiscretionaryADPAutomatic Data Processing$1,283,9140.0%4,3860.6%Business ServicesSYYSysco$1,215,855$17,586 ▲1.5%15,9020.6%Consumer StaplesXOMExxon Mobil$1,148,955$23,665 ▲2.1%10,6810.6%Oils/EnergyPSXPhillips 66$1,094,298$6,836 ▼-0.6%9,6050.5%Oils/EnergyVYMVanguard High Dividend Yield ETF$1,087,378$53,973 ▲5.2%8,5220.5%ETFNTRSNorthern Trust$1,076,660$40,488 ▲3.9%10,5040.5%FinanceFDXFedEx$1,047,3920.0%3,7230.5%TransportationTJXTJX Companies$997,8910.0%8,2600.5%Retail/WholesaleJPMJPMorgan Chase & Co.$986,167$9,588 ▲1.0%4,1140.5%FinanceBLACKROCK$952,3270.0%9290.5%COMUPSUnited Parcel Service$951,551$7,566 ▲0.8%7,5460.5%TransportationWFCWells Fargo & Company$898,7910.0%12,7960.4%FinanceCATCaterpillar$865,1830.0%2,3850.4%Industrial ProductsTMOThermo Fisher Scientific$820,403$5,202 ▼-0.6%1,5770.4%MedicalIBMInternational Business Machines$804,1380.0%3,6580.4%Computer and TechnologyIVViShares Core S&P 500 ETF$762,341$26,491 ▲3.6%1,2950.4%ETFBXBlackstone$739,854$8,966 ▼-1.2%4,2910.4%FinanceACNAccenture$724,687$14,072 ▲2.0%2,0600.4%Computer and TechnologyVZVerizon Communications$681,710$54,186 ▼-7.4%17,0470.3%Computer and TechnologyPAYXPaychex$675,0190.0%4,8140.3%Business ServicesHDHome Depot$674,652$17,508 ▲2.7%1,7340.3%Retail/WholesaleAMDAdvanced Micro Devices$667,969$17,515 ▼-2.6%5,5300.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$661,4680.0%6,5150.3%ETFTGTTarget$651,942$18,924 ▼-2.8%4,8230.3%Retail/WholesaleEMREmerson Electric$643,9400.0%5,1960.3%Industrial ProductsUNPUnion Pacific$614,5680.0%2,6950.3%TransportationKMBKimberly-Clark$590,990$3,276 ▼-0.6%4,5100.3%Consumer StaplesNUENucor$577,715$42,016 ▼-6.8%4,9500.3%Basic MaterialsVEAVanguard FTSE Developed Markets ETF$553,0380.0%11,5650.3%ETFSRESempra$538,074$3,070 ▲0.6%6,1340.3%UtilitiesKOCoca-Cola$530,8910.0%8,5270.3%Consumer StaplesRTXRTX$529,5350.0%4,5760.3%AerospaceEBAYeBay$521,495$8,053 ▲1.6%8,4180.3%Retail/WholesalePLDPrologis$511,905$5,813 ▼-1.1%4,8430.3%FinanceAXPAmerican Express$445,1850.0%1,5000.2%FinanceTROWT. Rowe Price Group$437,093$36,754 ▲9.2%3,8650.2%FinanceNVONovo Nordisk A/S$411,606$145,374 ▼-26.1%4,7850.2%MedicalMETAMeta Platforms$411,028$27,519 ▲7.2%7020.2%Computer and TechnologyVOVanguard Mid-Cap ETF$408,6090.0%1,5470.2%ETFCNICanadian National Railway$400,9650.0%3,9500.2%TransportationIPInternational Paper$400,959$14,531 ▲3.8%7,4500.2%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$397,105$17,453 ▼-4.2%6,9170.2%ETFMARMarriott International$390,5160.0%1,4000.2%Consumer DiscretionaryMSMorgan Stanley$380,0520.0%3,0230.2%FinanceXMHQInvesco S&P MidCap Quality ETF$372,7090.0%3,7850.2%ETFWMWaste Management$338,016$5,045 ▼-1.5%1,6750.2%Business ServicesFAFFirst American Financial$334,6780.0%5,3600.2%FinanceDUKDuke Energy$329,2530.0%3,0560.2%UtilitiesGPCGenuine Parts$324,593$61,299 ▼-15.9%2,7800.2%Retail/WholesaleQCOMQUALCOMM$316,743$69,278 ▲28.0%2,0620.2%Computer and TechnologyODFLOld Dominion Freight Line$315,7560.0%1,7900.2%TransportationIVEiShares S&P 500 Value ETF$314,9520.0%1,6500.2%ETFVXUSVanguard Total International Stock ETF$297,3020.0%5,0450.1%ETFGILDGilead Sciences$287,2710.0%3,1100.1%MedicalHSYHershey$286,2020.0%1,6900.1%Consumer StaplesPYPLPayPal$284,642$48,649 ▼-14.6%3,3350.1%Computer and TechnologyNEENextEra Energy$273,139$4,301 ▲1.6%3,8100.1%UtilitiesFIFiserv$269,1000.0%1,3100.1%Business ServicesShowing 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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