$168 Million is the total value of WIMMER ASSOCIATES 1, LLC's 112 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEE | New | NEXTERA ENERGY | $297,000 | – | 3,850 | +100.0% | 0.18% | – |
| MAR | New | MARRIOTT INTERNATIONAL | $277,000 | – | 2,100 | +100.0% | 0.16% | – |
| EV | New | EATON VANCE | $274,000 | – | 4,033 | +100.0% | 0.16% | – |
| HON | New | HONEYWELL | $248,000 | – | 1,165 | +100.0% | 0.15% | – |
| OKTA | New | OKTAcl a | $231,000 | – | 910 | +100.0% | 0.14% | – |
| DVA | New | DAVITA | $230,000 | – | 1,960 | +100.0% | 0.14% | – |
| COP | New | CONOCOPHILLIPS | $229,000 | – | 5,735 | +100.0% | 0.14% | – |
| ECL | New | ECOLAB | $212,000 | – | 978 | +100.0% | 0.13% | – |
| IVE | New | ISHARES S&P 500 VALUE ETFs&p 500 val etf | $211,000 | – | 1,650 | +100.0% | 0.13% | – |
| WM | New | WASTE MANAGEMENT | $206,000 | – | 1,750 | +100.0% | 0.12% | – |
| VAR | New | VARIAN MEDICAL SYSTEMS | $201,000 | – | 1,151 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc | 32 | Q3 2023 | 7.3% |
| VANGUARD DIVIDEND APPRECIATION INDEX ETF | 32 | Q3 2023 | 5.1% |
| Microsoft Corp | 32 | Q3 2023 | 5.5% |
| 3M Company | 32 | Q3 2023 | 6.0% |
| Visa, Inc | 32 | Q3 2023 | 3.8% |
| VANGUARD TOTAL STOCK MARKET INDEX ETF | 32 | Q3 2023 | 3.6% |
| Alphabet Inc Cl A (Formerly Google Cl A) | 32 | Q3 2023 | 3.9% |
| SPDRs S&P 500 Index ETF | 32 | Q3 2023 | 2.8% |
| Pepsico Inc | 32 | Q3 2023 | 2.6% |
| Amazon.Com Inc | 32 | Q3 2023 | 3.8% |
View WIMMER ASSOCIATES 1, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-16 |
| 13F-HR | 2021-11-12 |
View WIMMER ASSOCIATES 1, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.