Skip to content
Disclosery

13F-HR filed by WIMMER ASSOCIATES 1, LLC

WIMMER ASSOCIATES 1, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 110 holding rows worth $202,290,502.

Accession
0001104659-25-013767
Filer
CIK 1667019
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 110 entries on the cover page, a total value of $202,290,502 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,290,502 with VALUE read as dollars as filed, 13F file number 028-17313. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM60,232$15,083,379dollars as filed
Microsoft Corp594918104COM26,855$11,319,319dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS53,103$10,399,228dollars as filed
NVIDIA Corp67066G104COM67,260$9,032,347dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM40,077$7,586,576dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF187,792$7,575,546dollars as filed
Visa Inc92826C839COM21,083$6,663,071dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT70,775$6,562,647dollars as filed
Costco Wholesale Corporation22160K105COM6,987$6,401,978dollars as filed
VTI922908769COM20,950$6,071,520dollars as filed
Amazon.com, Inc023135106COM27,394$6,009,970dollars as filed
Adobe Inc00724F101COM12,209$5,429,098dollars as filed
SPY78462F103SHS8,845$5,183,979dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM25,886$4,929,730dollars as filed
Berkshire Hathaway Inc084670702COM8,037$3,643,011dollars as filed
Cisco Systems,Inc.17275R102COM47,997$2,841,419dollars as filed
Abbott Laboratories002824100COM24,311$2,749,762dollars as filed
Chevron Corporation166764100COM18,769$2,718,442dollars as filed
Lockheed Martin Corporation539830109COM5,490$2,667,811dollars as filed
AbbVie,Inc.00287Y109COM14,793$2,628,742dollars as filed
PepsiCo,Inc.713448108COM16,514$2,511,110dollars as filed
3M CO COM88579Y101Stock19,302$2,491,729dollars as filed
Starbucks Corporation855244109COM25,746$2,349,323dollars as filed
BECTON DICKINSON & CO075887109COM10,354$2,349,012dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock10,366$2,343,649dollars as filed
Amgen Inc.031162100COM8,750$2,280,600dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,605$2,257,134dollars as filed
McDonalds Corporation580135101COM7,571$2,194,703dollars as filed
Eli Lilly and Company532457108COM2,200$1,698,400dollars as filed
Procter & Gamble Co742718109COM9,342$1,566,186dollars as filed
Johnson & Johnson478160104COM10,720$1,550,326dollars as filed
IDEXX LABS INC COM45168D104Stock3,672$1,518,152dollars as filed
Marsh & McLennan Companies,Inc.571748102COM7,105$1,509,173dollars as filed
INVESCO QQQ TR46090E103COM2,835$1,449,337dollars as filed
Lowes Companies,Inc.548661107COM5,771$1,424,295dollars as filed
Merck & Co.,Inc.58933Y105COM14,202$1,412,815dollars as filed
Vanguard S&P 500 ETF922908363COM2,598$1,399,828dollars as filed
Stryker Corporation863667101COM3,836$1,381,152dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,361,840dollars as filed
Vanguard Value ETF922908744SHS7,796$1,319,863dollars as filed
Walmart Inc.931142103COM14,542$1,313,870dollars as filed
Walt Disney Co254687106COM11,716$1,304,577dollars as filed
Automatic Data Processing,Inc.053015103COM4,386$1,283,914dollars as filed
SYSCOCORP871829107COM15,902$1,215,855dollars as filed
EXXON MOBIL CORP30231G102COM10,681$1,148,955dollars as filed
PHILLIPS 66 COM718546104Stock9,605$1,094,298dollars as filed
Vanguard High Dividend Yield ETF921946406SHS8,522$1,087,378dollars as filed
NORTHERN TR CORP COM665859104Stock10,504$1,076,660dollars as filed
FEDEX CORP COM31428X106Stock3,723$1,047,392dollars as filed
TJX Companies Inc872540109COM8,260$997,891dollars as filed
JPMorgan Chase & Co46625H100COM4,114$986,167dollars as filed
BlackRock,Inc.09290D101COM929$952,327dollars as filed
United Parcel Service,Inc. Class B911312106COM7,546$951,551dollars as filed
Wells Fargo & Company949746101COM12,796$898,791dollars as filed
Caterpillar Inc.149123101COM2,385$865,183dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,577$820,403dollars as filed
International Business Machines Corporation459200101COM3,658$804,138dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,295$762,341dollars as filed
BLACKSTONE INC09260D107COM4,291$739,854dollars as filed
Accenture Plc Class AG1151C101COM2,060$724,687dollars as filed
Verizon Communications Inc92343V104COM17,047$681,710dollars as filed
PAYCHEX INC704326107COM4,814$675,019dollars as filed
Home Depot, Inc437076102COM1,734$674,652dollars as filed
Advanced Micro Devices,Inc.007903107COM5,530$667,969dollars as filed
iShares S&P 500 Growth ETF464287309SHS6,515$661,468dollars as filed
TARGET CORP COM87612E106Stock4,823$651,942dollars as filed
EMERSON ELEC CO COM291011104Stock5,196$643,940dollars as filed
Union Pacific Corporation907818108COM2,695$614,568dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,510$590,990dollars as filed
NUCOR CORP COM670346105Stock4,950$577,715dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS11,565$553,038dollars as filed
SEMPRA COM816851109Stock6,134$538,074dollars as filed
Coca-Cola Company191216100COM8,527$530,891dollars as filed
Raytheon Technologies Corporation75513E101COM4,576$529,535dollars as filed
EBAY INC. COM278642103Stock8,418$521,495dollars as filed
Prologis,Inc.74340W103COM4,843$511,905dollars as filed
American Express Company025816109COM1,500$445,185dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock3,865$437,093dollars as filed
NOVO-NORDISK A S ADR670100205ADR4,785$411,606dollars as filed
META PLATFORMS INC CL A30303M102COM702$411,028dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,547$408,609dollars as filed
CANADIANNATLRYCOF136375102STOK3,950$400,965dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock7,450$400,959dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS6,917$397,105dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,400$390,516dollars as filed
Morgan Stanley617446448COM3,023$380,052dollars as filed
INVESCO EXCHANGE TRADED FD T46137V472S&P MDCP QUALITY3,785$372,709dollars as filed
Waste Management, Inc.94106L109COM1,675$338,016dollars as filed
FIRST AMERN FINL CORP31847R102COM5,360$334,678dollars as filed
Duke Energy Corporation26441C204COM3,056$329,253dollars as filed
GENUINE PARTS CO COM372460105Stock2,780$324,593dollars as filed
Qualcomm Incorporated747525103COM2,062$316,743dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,790$315,756dollars as filed
iShares S&P 500 Value ETF464287408SHS1,650$314,952dollars as filed
VANGUARD STAR FDS921909768COM5,045$297,302dollars as filed
Gilead Sciences,Inc.375558103COM3,110$287,271dollars as filed
HERSHEY CO COM427866108Stock1,690$286,202dollars as filed
PAYPALHLDGSINC70450Y103STOK3,335$284,642dollars as filed
NextEra Energy,Inc.65339F101COM3,810$273,139dollars as filed
FISERV INC337738108COM1,310$269,100dollars as filed
ConocoPhillips20825C104COM2,615$259,330dollars as filed
Pfizer Inc.717081103COM9,735$258,275dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR2,524$245,610dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock3,218$232,887dollars as filed
Bristol-Myers Squibb Company110122108COM4,065$229,916dollars as filed
NUTANIX INC CL A67059N108Stock3,630$222,083dollars as filed
Charles Schwab Corp808513105COM2,984$220,846dollars as filed
CUMMINS INC COM231021106Stock626$218,224dollars as filed
AMERIPRISE FINL INC COM03076C106Stock390$207,648dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS1,915$200,864dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-013767this filing2025-02-14acceptance time not in the bulk data set