Fund HoldingsWIMMER ASSOCIATES 1, LLC

Total Portfolio Value
$204.28M
Total Bought
$9.89M
Total Sold
$8.12M
Net Transaction
+$1.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE(AAPL)61,42961,091-33812,93814,2346.97%+1,296
BLACKROCK(BLK)0929+92908820.43%+882
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
72,08172,106+256,2436,9913.42%+748
3M(MMM)19,25319,352+991,9672,6451.30%+678
INVESCO FTSE RAFI U.S. 1000 ETF
RAFI US 1000 ETF
189,752193,479+3,7277,2017,8613.85%+660
LOCKHEED MARTIN(LMT)5,4605,490+302,5503,2091.57%+659
VANGUARD DIVIDEND APPRECIATION INDEX ETF55,26354,027-1,23610,08810,7015.24%+612
STARBUCKS(SBUX)026,256+26,25602,5601.25%+2,560
BERKSHIRE HATHAWAY CLASS B8,0828,027-553,2883,6951.81%+407
ABBVIE(ABBV)15,39715,353-442,6413,0321.48%+391
MCDONALDS(MCD)07,534+7,53402,2941.12%+2,294
VANGUARD TOTAL STOCK MARKET INDEX ETF21,39021,39005,7226,0572.96%+335
CISCO SYSTEMS(CSCO)47,25748,252+9952,2452,5681.26%+323
LOWES(LOW)5,7505,751+11,2681,5580.76%+290
VISA(V)020,998+20,99805,7732.83%+5,773
COSTCO WHOLESALE(COST)6,9997,009+105,9496,2143.04%+265
FISERV(FISV)01,310+1,31002350.12%+235
WALMART(WMT)14,17714,657+4809601,1840.58%+224
PUBLIC STORAGE(PSA)0612+61202230.11%+223
SPDR S&P 500 ETF TRUST(SPY)8,7708,700-704,7734,9922.44%+219
BRISTOL MYERS SQUIBB(BMY)04,180+4,18002160.11%+216
ABBOTT LABORATORIES024,584+24,58402,8031.37%+2,803
SOLVENTUM CORP(SOLV)02,938+2,93802050.10%+205
ECOLAB(ECL)0795+79502030.10%+203
CUMMINS, INC(CMI)0626+62602030.10%+203
BROADRIDGE FINANCIAL SOLUTIONS(BR)10,32110,366+452,0332,2291.09%+196
IBM(IBM)3,6583,65806338090.40%+176
JOHNSON & JOHNSON(JNJ)10,73010,73001,5681,7390.85%+171
AUTOMATIC DATA PROCESSING4,3864,38601,0471,2140.59%+167
BERKSHIRE HATHAWAY CLASS A2201,2241,3820.68%+158
VANGUARD HIGH DIVIDEND YIELD INDEX ETF7,5318,099+5688931,0380.51%+145
CATERPILLAR(CAT)2,3852,38507949330.46%+138
EXXON MOBIL9,45110,461+1,0101,0881,2260.60%+138
VANGUARD VALUE INDEX ETF9,1519,15101,4681,5970.78%+130
BLACKSTONE GROUP LP(BX)4,3434,34305386650.33%+127
HOME DEPOT(HD)1,6391,689+505646850.34%+120
SYSCO(SYY)15,49215,672+1801,1061,2230.60%+117
ACCENTURE
SHS CLASS A
1,9902,020+306047140.35%+110
META PLATFORMS (formerly Facebook)(META)530655+1252673750.18%+108
RTX CORPORATION (formerly Raytheon)(RTX)4,4564,576+1204475540.27%+107
THERMO FISHER SCIENTIFIC(TMO)1,5871,58708789820.48%+104
EBAY(EBAY)8,2888,28804455400.26%+94
PAYPAL HOLDINGS(PYPL)3,7803,905+1252193050.15%+85
MARSH & MCLENNAN(MRSH)7,6107,570-401,6041,6890.83%+85
AMGEN(AMGN)9,1609,135-252,8622,9431.44%+81
STRYKER(SYK)3,8363,83601,3051,3860.68%+81
NORTHERN TRUST(NTRS)9,87910,109+2308309100.45%+80
PEPSICO(PEP)16,53516,494-412,7272,8051.37%+78
PAYCHEX(PAYX)4,8144,81405716460.32%+75
VERIZON(VZ)18,21718,402+1857518260.40%+75
BECTON DICKINSON(BDX)10,57810,549-292,4722,5431.25%+71
PROLOGIS(PLD)4,9034,898-55516190.30%+68
IDEXX LABS(IDXX)3,6723,67201,7891,8550.91%+66
FIRST AMERICAN FINANCIAL(FAF)5,4055,360-452923540.17%+62
TJX COMPANIES(TJX)8,2608,26009099710.48%+61
AMERICAN EXPRESS(AXP)1,5001,50003474070.20%+59
INTERNATIONAL PAPER(IP)6,8107,180+3702943510.17%+57
PROCTER AND GAMBLE(PG)9,5079,379-1281,5681,6240.80%+57
UNION PACIFIC(UNP)2,6952,69506106640.33%+54
DIAGEO ADR(DEO)3,6553,65504615130.25%+52
NEXTERA ENERGY(NEE)3,7503,75002663170.16%+51
GILEAD SCIENCES(GILD)3,1103,11002132610.13%+47
SEMPRA ENERGY(SRE)6,1246,099-254665100.25%+44
DUKE ENERGY(DUK)3,1113,056-553123520.17%+41
OLD DOMINION FREIGHT LINES(ODFL)1,7901,79003163560.17%+39
VANGUARD DEVELOPED MARKETS ETF11,56511,56505726110.30%+39
ISHARES CORE S&P 500 ETF1,2501,25006847210.35%+37
JP MORGAN CHASE(JPM)4,0744,07408248590.42%+35
VANGUARD MID CAP INDEX ETF1,5471,54703754080.20%+34
NOVARTIS ADR(NVS)3,0643,06403263520.17%+26
VANGUARD ALL-WORLD EX U.S. INDEX ETF7,3197,221-984294550.22%+26
INVESCO QQQ TRUST ETF2,8352,83501,3581,3840.68%+25
ISHARES S&P 500 VALUE ETF1,6501,65003003250.16%+25
CANADIAN PACIFIC KANSAS CITY(CP)3,2183,21802532750.13%+22
MORGAN STANLEY(MS)3,0233,02302943150.15%+21
INVESCO S&P MID CAP QUALITY ETF
S&P MDCP QUALITY
3,7853,78503673880.19%+21
ISHARES S&P 500 GROWTH ETF6,5156,51506036240.31%+21
ADVANCED MICRO DEVICES(AMD)5,6275,675+489139310.46%+18
VANGUARD S&P 500 INDEX ETF2,0581,983-751,0291,0460.51%+17
TARGET(TGT)5,1274,963-1647597730.38%+14
HERSHEY(HSY)1,6901,69003113240.16%+13
PFIZER(PFE)10,49710,590+932943060.15%+13
NUTANIX(NTNX)3,6143,630+162052150.11%+10
MARRIOTT INTERNATIONAL(MAR)1,4001,40003383480.17%+10
GENUINE PARTS(GPC)3,3053,30504574620.23%+4
KIMBERLY CLARK(KMB)4,6854,535-1506476450.32%-2
T ROWE PRICE GROUP(TROW)3,3703,540+1703893860.19%-3
CANADIAN NATIONAL RAILWAY(CNI)3,9503,95004674630.23%-4
EMERSON ELECTRIC(EMR)5,1965,19605725680.28%-4
WASTE MANAGEMENT(WM)1,7001,70003633530.17%-10
VERTEX PHARMACEUTICALS(VRTX)5,5965,611+152,6232,6101.28%-13
COCA COLA(KO)9,8788,527-1,3516296130.30%-16
ELI LILLY & CO.(LLY)1,3921,385-71,2601,2270.60%-33
WELLS FARGO(WFC)12,79612,79607607230.35%-37
PHILLIPS 66(PSX)09,665+9,66501,2700.62%+1,270
VANGUARD TOTAL INT'L STOCK ETF6,1755,045-1,1303723270.16%-46
NUCOR(NUE)05,310+5,31007980.39%+798
QUALCOMM(QCOM)1,6601,611-493312740.13%-57
WALT DISNEY(DIS)012,296+12,29601,1830.58%+1,183
CHEVRON(CVX)18,73219,349+6172,9302,8491.39%-81
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