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Atwater Malick LLC

13F
Atwater Malick LLC
Last update 2025-04-11 78 Stocks (6 new)
Value $296.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(8.08%)IVV(6.65%)WM(5.48%)WMT(4.88%)CAT(4.77%)
Summary Stock Picks Current Portfolio
Atwater Malick LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
107,551
23,890.2
+0.19%
8.080
+0.02%
0.000
-14.35%
-20.49%
2,970,586.4
Hardware
IVV 		iShares Core S&P 500 ETF
34,971
19,650.0
+4.26%
6.650
+0.27%
0.000
-6.46%
-3.52%
566,682.5
 
WM 		Waste Management Inc
69,985
16,202.1
+1.78%
5.480
+0.10%
0.020
+4.85%
+16.79%
94,481.4
Waste Management
WMT 		Walmart Inc
164,168
14,412.3
+1.08%
4.880
+0.05%
0.000
-2.79%
+10.24%
794,728.1
Retail - Defensive
CAT 		Caterpillar Inc
42,740
14,095.7
+1.22%
4.770
+0.06%
0.010
-9.53%
-10.17%
151,963.5
Farm & Heavy Construction Machinery
GS 		The Goldman Sachs Group Inc
25,371
13,859.8
+0.89%
4.690
+0.04%
0.010
-12.88%
-1.80%
171,696.0
Capital Markets
GOOGL 		Alphabet Inc
87,964
13,602.8
+1.49%
4.600
+0.07%
0.000
-14.08%
-13.15%
2,002,692.1
Interactive Media
MCD 		McDonald's Corp
39,181
12,238.8
+2.44%
4.140
+0.10%
0.010
+9.94%
+9.54%
225,762.6
Restaurants
ACN 		Accenture PLC
39,021
12,176.2
+2.47%
4.120
+0.10%
0.010
-22.35%
-11.72%
192,634.4
Software
NVO 		Novo Nordisk AS
163,869
11,379.0
+1.01%
3.850
+0.04%
0.000
-18.08%
-18.35%
306,827.1
Drug Manufacturers

Atwater Malick LLC's Historical Top Holdings Breakdowns

Atwater Malick LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CMCSA 		Comcast Corp2025-03-31Reduce
-0.62%
●
33.19 ($36.08) 38.23
$34.45
-4.52%
Reduce -50%
49,413
-49,408
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.27%
●
554.06 ($590.51) 615.85
$566.17
-4.12%
Add 4.26%
34,971
1,428
IBMO 		iShares iBonds Dec 2026 Term Muni Bond ETF2025-03-31Add
+0.26%
●
25.45 ($25.53) 25.6
$25.49
-0.16%
Add 47.07%
94,706
30,312
IBMP 		iShares iBonds Dec 2027 Term Muni Bond ETF2025-03-31Add
+0.18%
●
25.1 ($25.24) 25.34
$25.12
-0.48%
Add 36.42%
76,925
20,536
DMXF 		iShares ESG Advanced MSCI EAFE ETF2025-03-31Add
+0.17%
●
63.91 ($67.78) 70.18
$71.29
5.18%
Add 34.04%
29,541
7,502
ACWX 		iShares MSCI ACWI Ex US Index Fund2025-03-31New Buy
+0.16%
●
51.39 ($54.91) 57.43
$58.22
6.03%
New holding
8,674
8,674
IBMN 		iShares iBonds Dec 2025 Term Muni Bond ETF2025-03-31Add
+0.16%
●
26.63 ($26.7) 26.75
$26.68
-0.07%
Add 20.97%
101,368
17,573
AGL 		Agilon Health Inc2025-03-31New Buy
+0.14%
●
1.92 ($3.48) 4.61
$4.12
18.39%
New holding
98,788
98,788
CPRT 		Copart Inc2025-03-31Add
+0.14%
●
52.3 ($56.28) 59.83
$61.05
8.48%
Add 18.15%
48,046
7,380
MSFT 		Microsoft Corp2025-03-31Add
+0.13%
●
375.39 ($407.71) 447.2
$436.17
6.98%
Add 5.64%
19,824
1,059

Atwater Malick LLC Total Holding History ($B)

To

Atwater Malick LLC's Asset Allocation

To

Atwater Malick LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Atwater Malick LLC's Hypothetical Growth since 2025-03-31

Atwater Malick LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Atwater Malick LLC's Holdings Heat Map

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Atwater Malick LLC's Holdings Bubble Chart

Atwater Malick LLC News

  • 1

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