The Analysis of Atwater Malick LLC's Holdings
Currently, Atwater Malick LLC holds 86 types of securities in its portfolio with a total value $362.6M. In the most recent quarter, they have increased their positions in IVV (+5.2K shares, valued at $3.6M), DGRO (+43.3K shares, valued at $3.0M), IWY (+10.7K shares, valued at $3.0M); decreased their positions in CMI (-4.5K shares, valued at $2.3M), N/A (-5.2K shares, valued at $1.6M), N/A (-6.0K shares, valued at $1.6M); initiated new positions in IBMR (+12.8K shares, valued at $325.2K), IBDU (+12.7K shares, valued at $296.6K), GVI (+2.4K shares, valued at $261.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR50.9K shares11.38%2025-12-312026-01-23
AAPL APPLE INC102.2K shares-3.24%2025-12-312026-01-23 ALPHABET INC ALPHABET INC79.5K shares-6.10%2025-12-312026-01-23 CAT CATERPILLAR INC39.7K shares-4.55%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC23.6K shares-3.52%2025-12-312026-01-23 WMT WALMART INC155.2K shares-2.70%2025-12-312026-01-23 WM WASTE MGMT INC DEL70.0K shares-0.02%2025-12-312026-01-23 DGRO ISHARES TR220.5K shares24.44%2025-12-312026-01-23 ACWX ISHARES TR226.8K shares23.30%2025-12-312026-01-23 HDV ISHARES TR121.9K shares23.43%2025-12-312026-01-23 IWY ISHARES TR49.0K shares27.93%2025-12-312026-01-23 MCD MCDONALDS CORP43.2K shares3.29%2025-12-312026-01-23 CMI CUMMINS INC24.0K shares-15.63%2025-12-312026-01-23 MSFT MICROSOFT CORP22.5K shares3.84%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON31.6K shares-14.92%2025-12-312026-01-23 KO COCA COLA CO92.9K shares-15.50%2025-12-312026-01-23 DGX QUEST DIAGNOSTICS INC35.3K shares-17.72%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO42.1K shares-16.53%2025-12-312026-01-23 ACWI ISHARES TR39.3K shares-4.48%2025-12-312026-01-23 LOW LOWES COS INC18.5K shares-18.39%2025-12-312026-01-23 AOS SMITH A O CORP60.1K shares-28.23%2025-12-312026-01-23 USXF ISHARES TR68.2K shares0.00%2025-12-312026-01-23 AGG ISHARES TR38.6K shares39.65%2025-12-312026-01-23 NVO NOVO-NORDISK A S64.9K shares-9.18%2025-12-312026-01-23 DIS DISNEY WALT CO25.9K shares-28.06%2025-12-312026-01-23 DFAC DIMENSIONAL ETF TRUST73.1K shares0.22%2025-12-312026-01-23 IBMO ISHARES TR102.0K shares3.28%2025-12-312026-01-23 IBMQ ISHARES TR95.2K shares699.82%2025-12-312026-01-23 DMXF ISHARES TR32.3K shares1.43%2025-12-312026-01-23 IBMP ISHARES TR93.3K shares13.67%2025-12-312026-01-23 NVDA NVIDIA CORPORATION9.3K shares-1.86%2025-12-312026-01-23 AMZN AMAZON COM INC6.7K shares-5.06%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC2.5K shares0.44%2025-12-312026-01-23 GLD SPDR GOLD TR3.2K shares0.00%2025-12-312026-01-23 CENCORA INC CENCORA INC3.7K shares-2.64%2025-12-312026-01-23 MA MASTERCARD INCORPORATED2.1K shares-0.39%2025-12-312026-01-23 PKG PACKAGING CORP AMER5.5K shares-25.86%2025-12-312026-01-23 LLY ELI LILLY & CO1.0K shares0.39%2025-12-312026-01-23 VV VANGUARD INDEX FDS3.1K shares0.00%2025-12-312026-01-23 CNI CANADIAN NATL RY CO9.1K shares-4.46%2025-12-312026-01-23 IBDR ISHARES TR33.7K shares3.95%2025-12-312026-01-23 ABBV ABBVIE INC3.2K shares13.74%2025-12-312026-01-23 VB VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-01-23 TIP ISHARES TR6.0K shares-8.82%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG2.0K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP5.1K shares-4.99%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.1.9K shares1.02%2025-12-312026-01-23 IBDS ISHARES TR24.9K shares27.68%2025-12-312026-01-23 FITB FIFTH THIRD BANCORP12.4K shares0.81%2025-12-312026-01-23 META META PLATFORMS INC870 shares0.00%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR750 shares0.00%2025-12-312026-01-23 NFLX NETFLIX INC5.3K shares900.00%2025-12-312026-01-23 HSY HERSHEY CO2.7K shares0.00%2025-12-312026-01-23 IBIT ISHARES BITCOIN TRUST ETF9.1K shares-0.17%2025-12-312026-01-23 IBDT ISHARES TR16.4K shares46.73%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS1.4K shares35.36%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC1.2K shares1.17%2025-12-312026-01-23 PEP PEPSICO INC2.8K shares4.39%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.3K shares-7.50%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS6.1K shares0.00%2025-12-312026-01-23 DHR DANAHER CORPORATION1.6K shares-9.05%2025-12-312026-01-23 IBMR ISHARES TR12.8K sharesnew addition2025-12-312026-01-23 CB CHUBB LIMITED1.0K shares0.00%2025-12-312026-01-23 BR BROADRIDGE FINL SOLUTIONS1.3K shares-2.67%2025-12-312026-01-23 IBDU ISHARES TR12.7K sharesnew addition2025-12-312026-01-23 VNQ VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-01-23 STIP ISHARES TR2.7K shares-12.48%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO723 shares-4.37%2025-12-312026-01-23 GVI ISHARES TR2.4K sharesnew addition2025-12-312026-01-23 NVR NVR INC35 shares-2.78%2025-12-312026-01-23 GILD GILEAD SCIENCES INC2.1K sharesnew addition2025-12-312026-01-23 CVX CHEVRON CORP NEW1.5K shares-4.23%2025-12-312026-01-23 SBUX STARBUCKS CORP2.7K shares-6.92%2025-12-312026-01-23 KLAC KLA CORP186 shares-6.06%2025-12-312026-01-23 MUB ISHARES TR2.1K shares0.00%2025-12-312026-01-23 CSCO CISCO SYS INC2.9K sharesnew addition2025-12-312026-01-23 CTVA CORTEVA INC3.3K shares0.00%2025-12-312026-01-23 IWF ISHARES TR442 shares0.00%2025-12-312026-01-23 RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-01-23 AGL AGILON HEALTH INC197.6K shares100.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
NFLX Put PutNETFLIX INC20 sharesnew addition2025-12-312026-01-23 AAPL Put PutAPPLE INC16 sharesnew addition2025-12-312026-01-23 META Put PutMETA PLATFORMS INC1 sharesnew addition2025-12-312026-01-23