WIMMER ASSOCIATES 1, LLC holdings history

Add to watchlist

179 is the total number of securities WIMMER ASSOCIATES 1, LLC has owned. The longest WIMMER ASSOCIATES 1, LLC has owned a single stock is 32 quarters.

WIMMER ASSOCIATES 1, LLC historical holdings. Includes current and past holdings.
		Period		Weighting			Quarter
Ticker	Name	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
AAPL	Apple Inc	32	32	1.99%	4.34%	7.28%	Q4 2015	Q3 2023	32
VIG	VANGUARD DIVIDEND APPR...	32	32	2.62%	3.55%	5.13%	Q4 2015	Q3 2023	32
MSFT	Microsoft Corp	32	32	0.98%	3.30%	5.50%	Q4 2015	Q3 2023	32
MMM	3M Company	32	32	1.23%	3.22%	6.01%	Q4 2015	Q3 2023	32
V	Visa, Inc	32	32	2.16%	3.07%	3.85%	Q4 2015	Q3 2023	32
VTI	VANGUARD TOTAL STOCK M...	32	32	2.53%	3.06%	3.58%	Q4 2015	Q3 2023	32
GOOGL	Alphabet Inc Cl A (For...	32	32	1.46%	2.61%	3.91%	Q4 2015	Q3 2023	32
SPY	SPDRs S&P 500 Index ETF	32	32	2.11%	2.36%	2.75%	Q4 2015	Q3 2023	32
PEP	Pepsico Inc	32	32	1.42%	2.11%	2.61%	Q4 2015	Q3 2023	32
AMZN	Amazon.Com Inc	32	32	0.68%	2.10%	3.82%	Q4 2015	Q3 2023	32
BDX	Becton, Dickinson & Co	32	32	1.44%	2.08%	2.58%	Q4 2015	Q3 2023	32
COST	Costco Wholesale Corp	32	32	1.50%	2.06%	2.76%	Q4 2015	Q3 2023	32
SBUX	Starbucks Corp	32	32	1.28%	1.86%	2.64%	Q4 2015	Q3 2023	32
ABT	ABBOTT LABS	32	32	1.13%	1.70%	2.14%	Q4 2015	Q3 2023	32
JNJ	JOHNSON & JOHNSON	32	32	1.06%	1.67%	2.49%	Q4 2015	Q3 2023	32
DIS	Walt Disney Co	32	32	0.71%	1.60%	2.14%	Q4 2015	Q3 2023	32
LMT	Lockheed Martin Corp	32	32	0.92%	1.59%	1.99%	Q4 2015	Q3 2023	32
INTC	Intel Corp	32	32	0.35%	1.56%	2.76%	Q4 2015	Q3 2023	32
CVX	Chevron Corp	32	32	0.70%	1.55%	2.09%	Q4 2015	Q3 2023	32
BRKB	Berkshire Hathaway ClB	32	32	1.19%	1.51%	1.88%	Q4 2015	Q3 2023	32
GOOG	Alphabet Inc Cl C (For...	32	32	1.06%	1.51%	2.12%	Q4 2015	Q3 2023	32
VZ	Verizon Communications...	32	32	0.45%	1.46%	2.17%	Q4 2015	Q3 2023	32
UPS	United Parcel Service,...	32	32	0.97%	1.44%	1.85%	Q4 2015	Q3 2023	32
NTRS	Northern Trust Corp	32	32	0.58%	1.37%	2.01%	Q4 2015	Q3 2023	32
ABBV	AbbVie Inc.	32	32	0.97%	1.29%	1.81%	Q4 2015	Q3 2023	32
MCD	McDonald's Corp	32	32	1.05%	1.27%	1.55%	Q4 2015	Q3 2023	32
AMGN	Amgen Inc	32	32	0.86%	1.25%	1.68%	Q4 2015	Q3 2023	32
PG	Procter & Gamble Co	32	32	0.80%	1.13%	1.63%	Q4 2015	Q3 2023	32
XOM	Exxon Mobil Corp	32	32	0.25%	1.10%	2.36%	Q4 2015	Q3 2023	32
FDX	FedEx Corp	32	32	0.46%	1.08%	1.81%	Q4 2015	Q3 2023	32
BR	BROADRIDGE FINANCIAL S...	32	32	0.69%	0.98%	1.25%	Q4 2015	Q3 2023	32
PSX	PHILLIPS 66	32	32	0.29%	0.87%	1.41%	Q4 2015	Q3 2023	32
SYY	Sysco Corp	32	32	0.65%	0.87%	1.11%	Q4 2015	Q3 2023	32
IDXX	Idexx Labs Inc	32	32	0.26%	0.80%	1.40%	Q4 2015	Q3 2023	32
MMC	Marsh & McLennan Co Inc	32	32	0.59%	0.78%	0.95%	Q4 2015	Q3 2023	32
SYK	Stryker Corp	32	32	0.56%	0.71%	0.91%	Q4 2015	Q3 2023	32
LOW	Lowes Companies	32	32	0.54%	0.70%	0.87%	Q4 2015	Q3 2023	32
CSCO	Cisco Systems Inc	32	32	0.31%	0.68%	1.48%	Q4 2015	Q3 2023	32
TMO	Thermo Fisher Scientif...	32	32	0.40%	0.59%	0.84%	Q4 2015	Q3 2023	32
KMB	Kimberly-Clark Corp	32	32	0.34%	0.59%	0.86%	Q4 2015	Q3 2023	32
ADP	AUTOMATIC DATA PROCESSING	32	32	0.44%	0.58%	0.78%	Q4 2015	Q3 2023	32
DEO	Diageo Plc ADR	32	32	0.33%	0.48%	0.66%	Q4 2015	Q3 2023	32
KO	Coca Cola Co	32	32	0.34%	0.45%	0.66%	Q4 2015	Q3 2023	32
TJX	TJX COMPANIES	32	32	0.32%	0.42%	0.56%	Q4 2015	Q3 2023	32
UNP	Union Pacific Corp	32	32	0.27%	0.42%	0.53%	Q4 2015	Q3 2023	32
EMR	Emerson Electric Co	32	32	0.27%	0.40%	0.51%	Q4 2015	Q3 2023	32
EBAY	eBay Inc	32	32	0.22%	0.38%	0.74%	Q4 2015	Q3 2023	32
IBM	IBM Corp	32	32	0.28%	0.38%	0.56%	Q4 2015	Q3 2023	32
JPM	JP Morgan Chase & Co	32	32	0.28%	0.37%	0.44%	Q4 2015	Q3 2023	32
HSY	Hershey Company	32	32	0.18%	0.36%	0.73%	Q4 2015	Q3 2023	32
VYM	Vanguard High Dividend...	32	32	0.14%	0.35%	0.54%	Q4 2015	Q3 2023	32
PAYX	Paychex Inc	32	32	0.30%	0.35%	0.41%	Q4 2015	Q3 2023	32
CAT	Caterpillar Inc	32	32	0.23%	0.34%	0.53%	Q4 2015	Q3 2023	32
GPC	Genuine Parts Co	32	32	0.20%	0.31%	0.39%	Q4 2015	Q3 2023	32
BMY	BRISTOL MYERS SQUIBB	32	32	0.16%	0.29%	0.62%	Q4 2015	Q3 2023	32
CNI	Canadian National Rail...	32	32	0.22%	0.29%	0.33%	Q4 2015	Q3 2023	32
DUK	DUKE ENERGY CORP NEW C...	32	32	0.17%	0.27%	0.38%	Q4 2015	Q3 2023	32
VOO	VANGUARD S&P 500 INDEX...	31	31	0.47%	0.80%	1.02%	Q1 2016	Q3 2023	31
NVDA	NVIDIA Corp	31	31	0.19%	0.78%	1.84%	Q1 2016	Q3 2023	31
MRK	Merck & Co	31	31	0.24%	0.76%	1.29%	Q1 2016	Q3 2023	31
WFC	Wells Fargo & Co	17	14	0.27%	0.68%	1.60%	Q4 2015	Q3 2023	31
PFE	Pfizer Inc	31	31	0.26%	0.44%	0.96%	Q1 2016	Q3 2023	31
COP	CONOCOPHILLIPS	19	12	0.14%	0.40%	1.07%	Q4 2015	Q3 2023	31
BRKA	BERKSHIRE HATHAWAY CLA...	21	9	0.19%	0.39%	0.66%	Q1 2016	Q3 2023	30
GILD	Gilead Sciences, Inc	25	5	0.12%	0.34%	1.33%	Q4 2015	Q3 2023	30
VEU	Vanguard FTSE All Worl...	30	30	0.18%	0.23%	0.27%	Q2 2016	Q3 2023	30
DHR	Danaher Corp	29	29	0.13%	0.27%	0.55%	Q4 2015	Q4 2022	29
ADBE	Adobe Systems	28	28	0.47%	2.90%	4.25%	Q4 2016	Q3 2023	28
HD	Home Depot, Inc	18	10	0.19%	0.33%	0.51%	Q4 2015	Q3 2023	28
USB	US BANCORP	18	1	0.17%	0.77%	1.16%	Q4 2015	Q4 2022	27
CTSH	Cognizant Technology S...	27	27	0.16%	0.69%	1.28%	Q1 2016	Q3 2022	27
VTV	VANGUARD VALUE INDEX ETF	19	8	0.14%	0.31%	0.77%	Q4 2016	Q3 2023	27
VO	VANGUARD MID-CAP INDEX...	27	27	0.17%	0.27%	0.39%	Q1 2017	Q3 2023	27
IVW	iShares S&P 500 Growth...	19	2	0.18%	0.22%	0.28%	Q2 2016	Q3 2023	27
VEA	Vanguard FTSE Develope...	26	26	0.32%	0.66%	1.44%	Q2 2017	Q3 2023	26
PYPL	PayPal Holdings, Inc	21	5	0.15%	0.44%	1.20%	Q4 2015	Q3 2023	26
FB	META PLATFORMS (former...	26	26	0.21%	0.39%	0.70%	Q1 2016	Q2 2022	26
XLNX	Xilinx, Inc	25	25	0.15%	0.29%	0.56%	Q4 2015	Q4 2021	25
VFC	VF CORP	22	2	0.17%	0.50%	1.00%	Q4 2015	Q2 2022	24
WMT	Wal-Mart Stores Inc	24	24	0.20%	0.31%	0.48%	Q4 2017	Q3 2023	24
ACN	Accenture plc ClA	17	7	0.18%	0.30%	0.47%	Q4 2015	Q3 2023	24
VXUS	VANGUARD TOTAL INT'L S...	23	23	0.20%	0.37%	0.62%	Q1 2018	Q3 2023	23
PRF	INVESCO FTSE RAFI US 1...	22	22	1.50%	2.31%	3.70%	Q2 2018	Q3 2023	22
PLD	Prologis Inc REIT	22	22	0.21%	0.38%	0.55%	Q2 2018	Q3 2023	22
HON	Honeywell Internationa...	12	2	0.12%	0.20%	0.28%	Q4 2015	Q4 2022	22
MAR	Marriott International...	12	2	0.11%	0.20%	0.27%	Q1 2017	Q3 2023	22
TGT	Target Corp	20	1	0.32%	0.61%	0.97%	Q4 2015	Q3 2023	21
NVS	Novartis AG ADR	15	1	0.12%	0.38%	1.51%	Q4 2015	Q3 2023	21
NKE	Nike CL B	21	21	0.19%	0.26%	0.40%	Q4 2015	Q4 2020	21
CMCSA	Comcast Corp ClA	21	21	0.20%	0.26%	0.30%	Q4 2015	Q4 2020	21
CVS	CVS Health Corp	10	10	0.13%	0.63%	1.59%	Q4 2015	Q3 2023	20
EV	Eaton Vance Corp	19	1	0.16%	0.26%	0.34%	Q4 2015	Q4 2020	20
NSRGY	Nestle SA ADR	7	3	0.58%	0.81%	1.01%	Q3 2016	Q4 2021	18
UTX	United Technologies Corp	18	18	0.51%	0.58%	0.62%	Q4 2015	Q1 2020	18
BLK	BlackRock Inc	18	18	0.36%	0.41%	0.47%	Q2 2019	Q3 2023	18
MDY	SPDR S&P MIDCAP 400 ETF	17	1	0.14%	0.36%	0.45%	Q4 2015	Q1 2021	18
SLB	Schlumberger Ltd	17	17	0.34%	0.91%	1.50%	Q4 2015	Q4 2019	17
FAF	FIRST AMERICAN FINANCIAL	17	17	0.26%	0.33%	0.42%	Q1 2016	Q1 2020	17
ARE	Alexandria Real Estate...	17	17	0.12%	0.20%	0.27%	Q2 2018	Q2 2022	17
MOAT	VANECK VECTORS MORNING...	16	16	0.18%	1.62%	3.07%	Q4 2019	Q3 2023	16
GE	General Electric Co	15	15	0.09%	0.99%	1.88%	Q4 2015	Q2 2019	15
QQQ	INVESCO QQQ TRUST ETF	15	15	0.51%	0.57%	0.64%	Q1 2020	Q3 2023	15
VB	VANGUARD SMALL-CAP IND...	12	3	0.11%	0.39%	0.49%	Q1 2017	Q3 2021	15
BX	The Blackstone Group, Inc	13	2	0.17%	0.25%	0.34%	Q4 2019	Q3 2023	15
FAF	FIRST AMERICAN FINANCIAL	14	1	0.17%	0.21%	0.36%	Q4 2015	Q3 2023	15
TROW	T ROWE PRICE GROUP	15	15	0.17%	0.20%	0.25%	Q1 2020	Q3 2023	15
QCOM	Qualcomm Inc	13	1	0.19%	0.94%	1.40%	Q3 2016	Q2 2023	14
NUE	Nucor Corp	11	3	0.14%	0.53%	1.22%	Q3 2017	Q3 2023	14
ORCL	Oracle Corp	14	14	0.34%	0.48%	1.02%	Q4 2015	Q1 2019	14
IVV	ISHARES CORE S&P 500 ETF	14	14	0.28%	0.32%	0.34%	Q2 2020	Q3 2023	14
RTX	RTX CORPORATION (forme...	14	14	0.19%	0.29%	0.38%	Q2 2020	Q3 2023	14
IJR	ISHARES S&P SMALL-CAP ETF	13	1	0.12%	0.25%	0.30%	Q4 2016	Q1 2021	14
UL	Unilever Plc ADR	7	2	0.12%	0.19%	0.27%	Q1 2016	Q2 2021	14
BA	Boeing Co	11	2	0.18%	0.30%	0.43%	Q4 2015	Q1 2019	13
LLY	ELI LILLY & CO.	13	13	0.14%	0.25%	0.47%	Q3 2020	Q3 2023	13
IVE	iShares S&P 500 Value ...	12	1	0.13%	0.15%	0.17%	Q4 2019	Q3 2023	13
NVO	Novo Nordisk AS ADR	7	5	0.14%	0.94%	2.69%	Q4 2015	Q3 2023	12
T	AT&T Inc	12	12	0.39%	0.84%	1.26%	Q4 2015	Q3 2018	12
NEE	NEXTERA ENERGY	12	12	0.15%	0.18%	0.21%	Q4 2020	Q3 2023	12
WM	WASTE MANAGEMENT	12	12	0.12%	0.16%	0.19%	Q4 2020	Q3 2023	12
	Target Corp	11	11	0.20%	0.37%	0.60%	Q1 2016	Q3 2018	11
SRE	SEMPRA ENERGY	11	11	0.13%	0.23%	0.30%	Q1 2021	Q3 2023	11
ODFL	OLD DOMINION FREIGHT L...	11	11	0.12%	0.17%	0.23%	Q1 2021	Q3 2023	11
MS	MORGAN STANLEY	11	11	0.12%	0.15%	0.17%	Q1 2021	Q3 2023	11
AXP	AMERICAN EXPRESS	11	11	0.12%	0.14%	0.16%	Q1 2021	Q3 2023	11
PRF	PowerShares RAFI 1000 ETF	10	10	0.90%	1.76%	2.02%	Q4 2015	Q1 2018	10
KMI	Kinder Morgan	10	10	0.15%	0.35%	0.56%	Q4 2015	Q1 2018	10
IP	INTERNATIONAL PAPER	5	4	0.12%	0.18%	0.36%	Q2 2021	Q3 2023	9
PSA	PUBLIC STORAGE	7	2	0.12%	0.15%	0.22%	Q1 2016	Q4 2022	9
CELG	Celgene Corp	8	8	0.20%	0.34%	0.52%	Q2 2016	Q1 2018	8
VWO	Vanguard Emerging Mark...	8	8	0.27%	0.33%	0.46%	Q3 2017	Q2 2019	8
RHHBY	ROCHE HOLDINGS ADR	4	4	0.12%	0.16%	0.20%	Q4 2019	Q4 2021	8
EFAV	ISHARES MSCI EAFE MIN ...	8	8	0.12%	0.14%	0.16%	Q2 2020	Q1 2022	8
VNQ	Vanguard REIT Index ETF	7	7	0.35%	1.30%	1.97%	Q4 2015	Q2 2017	7
VRTX	VERTEX PHARMACEUTICALS	7	7	0.11%	0.56%	1.09%	Q1 2022	Q3 2023	7
HSIC	Henry Schein, Inc	7	7	0.25%	0.44%	0.55%	Q1 2016	Q3 2017	7
DD	EI DuPont De Nemours & Co	7	7	0.36%	0.39%	0.46%	Q4 2015	Q2 2017	7
DWDP	DowDuPont Inc	7	7	0.24%	0.35%	0.45%	Q3 2017	Q1 2019	7
AMD	ADVANCED MICRO DEVICES	7	7	0.20%	0.28%	0.34%	Q1 2022	Q3 2023	7
ECL	Ecolab Inc	6	1	0.13%	0.19%	0.20%	Q1 2016	Q4 2020	7
KSU	KANSAS CITY SOUTHERN	6	6	0.14%	0.17%	0.19%	Q2 2020	Q3 2021	6
DVA	DAVITA	6	6	0.12%	0.15%	0.17%	Q4 2020	Q1 2022	6
CRIS	Curis, Inc	6	6	0.01%	0.02%	0.03%	Q4 2016	Q1 2018	6
AGN	Allergan plc	5	5	0.37%	0.49%	0.58%	Q2 2016	Q2 2017	5
QQQ	PowerShares QQQ Trust ...	5	5	0.34%	0.40%	0.45%	Q1 2016	Q1 2017	5
STJ	St. Jude Medical Inc	5	5	0.21%	0.28%	0.32%	Q4 2015	Q4 2016	5
BABA	Alibaba Group Holding ...	5	5	0.18%	0.25%	0.29%	Q3 2017	Q3 2018	5
OKTA	OKTA	5	5	0.11%	0.15%	0.19%	Q4 2020	Q4 2021	5
CP	CANADIAN PAC RY LTD COM	5	5	0.13%	0.15%	0.16%	Q4 2021	Q4 2022	5
SCHW	CHARLES SCHWAB	3	2	0.12%	0.14%	0.16%	Q3 2021	Q4 2022	5
QCLN	FIRST TRUST NASDAQ CLE...	3	2	0.12%	0.13%	0.14%	Q3 2021	Q3 2023	5
LYG	Lloyds Banking Group ADR	5	5	0.02%	0.03%	0.03%	Q3 2018	Q3 2019	5
VLO	Valero Energy Corp	4	4	0.49%	0.60%	0.78%	Q4 2015	Q3 2016	4
IBB	ishares Biotechnology ETF	4	4	0.36%	0.43%	0.62%	Q4 2015	Q3 2016	4
CL	Colgate-Palmolive Co	4	4	0.19%	0.20%	0.22%	Q1 2016	Q4 2016	4
EOG	EOG Resources	3	1	0.17%	0.20%	0.22%	Q2 2016	Q3 2018	4
VCSH	VANGUARD SHORT-TERM CO...	3	3	6.12%	9.39%	11.25%	Q3 2020	Q1 2021	3
EMC	EMC Corp	3	3	0.41%	0.72%	0.92%	Q4 2015	Q2 2016	3
DE	Deere & Co	3	3	0.50%	0.53%	0.58%	Q4 2015	Q2 2016	3
MKC	McCormick & Co.	3	3	0.20%	0.21%	0.22%	Q1 2016	Q3 2016	3
	CANADIAN PACIFIC KANSA...	3	3	0.15%	0.16%	0.17%	Q1 2023	Q3 2023	3
BND	VANGUARD TOTAL BOND MA...	3	3	0.14%	0.15%	0.16%	Q3 2020	Q1 2021	3
AZN	AstraZeneca Plc ADR	2	2	1.27%	1.31%	1.35%	Q1 2017	Q2 2017	2
DBLV	AdvisorShares TrimTabs...	2	2	0.69%	0.94%	1.19%	Q4 2015	Q1 2016	2
FFC	Flaherty & Crumrine/Cl...	2	2	0.51%	0.54%	0.57%	Q4 2015	Q1 2016	2
ACM	Aecom	2	2	0.21%	0.22%	0.23%	Q2 2018	Q3 2018	2
J	JACOBS ENGINEERING	2	2	0.12%	0.12%	0.12%	Q4 2021	Q1 2022	2
TSM	TAIWAN SEMICONDUCTOR ADR	2	2	0.12%	0.12%	0.12%	Q2 2021	Q3 2021	2
VAR	VARIAN MEDICAL SYSTEMS	2	2	0.11%	0.12%	0.12%	Q4 2020	Q1 2021	2
OZSC	OZOP ENERGY SOLUTIONS	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
EPRF	INNOVATOR S&P INVESTME...	1	1	1.39%	1.39%	1.39%	Q1 2021	Q1 2021	1
ACAD	ACADIA Pharmaceuticals...	1	1	0.22%	0.22%	0.22%	Q4 2015	Q4 2015	1
GNRC	Generac Holdings, Inc	1	1	0.22%	0.22%	0.22%	Q1 2016	Q1 2016	1
DVN	Devon Energy Corp	1	1	0.19%	0.19%	0.19%	Q3 2016	Q3 2016	1
GLW	Corning Inc	1	1	0.19%	0.19%	0.19%	Q2 2019	Q2 2019	1
MRNA	MODERNA INC COM	1	1	0.16%	0.16%	0.16%	Q3 2021	Q3 2021	1
DOCU	DOCUSIGN INC COM	1	1	0.13%	0.13%	0.13%	Q2 2021	Q2 2021	1
DLR	DIGITAL REALTY TRUST	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
FISV	FISERV	1	1	0.11%	0.11%	0.11%	Q1 2021	Q1 2021	1
Download

The securities at the top of the list , including Apple Inc, VANGUARD DIVIDEND APPRECIATION INDEX ETF, and Microsoft Corp, are the highest-conviction holdings of WIMMER ASSOCIATES 1, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by WIMMER ASSOCIATES 1, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WIMMER ASSOCIATES 1, LLC owns currently or has owned in the past.