$115 Million is the total value of WIMMER ASSOCIATES 1, LLC's 99 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GE | Exit | General Electric Co | $0 | – | -12,009 | -100.0% | -0.11% | – |
HON | Exit | Honeywell International Inc | $0 | – | -1,210 | -100.0% | -0.18% | – |
GLW | Exit | Corning Inc | $0 | – | -6,400 | -100.0% | -0.19% | – |
VWO | Exit | Vanguard Emerging Markets Stock ETFftse emr mkt etf | $0 | – | -7,437 | -100.0% | -0.28% | – |
NVS | Exit | Novartis AG ADRsponsored adr | $0 | – | -4,076 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Inc | 35 | Q2 2024 | 7.3% |
VANGUARD DIVIDEND APPRECIATION INDEX ETF | 35 | Q2 2024 | 5.2% |
Microsoft Corp | 35 | Q2 2024 | 6.3% |
Visa, Inc | 35 | Q2 2024 | 3.8% |
VANGUARD TOTAL STOCK MARKET INDEX ETF | 35 | Q2 2024 | 3.6% |
3M Company | 35 | Q2 2024 | 6.0% |
Alphabet Inc Cl A (Formerly Google Cl A) | 35 | Q2 2024 | 3.9% |
SPDRs S&P 500 Index ETF | 35 | Q2 2024 | 2.8% |
Amazon.Com Inc | 35 | Q2 2024 | 3.8% |
Costco Wholesale Corp | 35 | Q2 2024 | 3.0% |
View WIMMER ASSOCIATES 1, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-03 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-14 |
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 |
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.