MondegarAI
WIMMER ASSOCIATES 1, LLC

Q4 2024 · 13F-HR

WIMMER ASSOCIATES 1, LLCholdings as filed

Filed 2025-02-14 · accession 0001104659-25-013767

$202.3M
Reported value
110
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE$15.1M7.46%60,232CommonSOLE
594918104MSFTMICROSOFT$11.3M5.60%26,855CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION INDEX ETF$10.4M5.14%53,103CommonSOLE
67066G104NVDANVIDIA$9.0M4.47%67,260CommonSOLE
02079K305GOOGLALPHABET CLASS A$7.6M3.75%40,077CommonSOLE
46137V613PRFINVESCO FTSE RAFI U.S. 1000 ETF$7.6M3.74%187,792CommonSOLE
92826C839VVISA$6.7M3.29%21,083CommonSOLE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$6.6M3.24%70,775CommonSOLE
22160K105COSTCOSTCO WHOLESALE$6.4M3.16%6,987CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET INDEX ETF$6.1M3.00%20,950CommonSOLE
023135106AMZNAMAZON$6.0M2.97%27,394CommonSOLE
00724F101ADBEADOBE$5.4M2.68%12,209CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$5.2M2.56%8,845CommonSOLE
02079K107GOOGALPHABET CLASS C$4.9M2.44%25,886CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$3.6M1.80%8,037CommonSOLE
17275R102CSCOCISCO SYSTEMS$2.8M1.40%47,997CommonSOLE
002824100ABTABBOTT LABORATORIES$2.7M1.36%24,311CommonSOLE
166764100CVXCHEVRON$2.7M1.34%18,769CommonSOLE
539830109LMTLOCKHEED MARTIN$2.7M1.32%5,490CommonSOLE
00287Y109ABBVABBVIE$2.6M1.30%14,793CommonSOLE
713448108PEPPEPSICO$2.5M1.24%16,514CommonSOLE
88579Y101MMM3M$2.5M1.23%19,302CommonSOLE
855244109SBUXSTARBUCKS$2.3M1.16%25,746CommonSOLE
075887109BDXBECTON DICKINSON$2.3M1.16%10,354CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$2.3M1.16%10,366CommonSOLE
031162100AMGNAMGEN$2.3M1.13%8,750CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$2.3M1.12%5,605CommonSOLE
580135101MCDMCDONALDS$2.2M1.08%7,571CommonSOLE
532457108LLYELI LILLY & CO.$1.7M0.84%2,200CommonSOLE
742718109PGPROCTER AND GAMBLE$1.6M0.77%9,342CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.6M0.77%10,720CommonSOLE
45168D104IDXXIDEXX LABS$1.5M0.75%3,672CommonSOLE
571748102MRSHMARSH & MCLENNAN$1.5M0.75%7,105CommonSOLE
46090E103QQQINVESCO QQQ TRUST ETF$1.4M0.72%2,835CommonSOLE
548661107LOWLOWES$1.4M0.70%5,771CommonSOLE
58933Y105MRKMERCK$1.4M0.70%14,202CommonSOLE
922908363VOOVANGUARD S&P 500 INDEX ETF$1.4M0.69%2,598CommonSOLE
863667101SYKSTRYKER$1.4M0.68%3,836CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CLASS A$1.4M0.67%2CommonSOLE
922908744VTVVANGUARD VALUE INDEX ETF$1.3M0.65%7,796CommonSOLE
931142103WMTWALMART$1.3M0.65%14,542CommonSOLE
254687106DISWALT DISNEY$1.3M0.64%11,716CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$1.3M0.63%4,386CommonSOLE
871829107SYYSYSCO$1.2M0.60%15,902CommonSOLE
30231G102XOMEXXON MOBIL$1.1M0.57%10,681CommonSOLE
718546104PSXPHILLIPS 66$1.1M0.54%9,605CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$1.1M0.54%8,522CommonSOLE
665859104NTRSNORTHERN TRUST$1.1M0.53%10,504CommonSOLE
31428X106FDXFEDEX$1.0M0.52%3,723CommonSOLE
872540109TJXTJX COMPANIES$997,8910.49%8,260CommonSOLE
46625H100JPMJP MORGAN CHASE$986,1670.49%4,114CommonSOLE
09290D101BLKBLACKROCK$952,3270.47%929CommonSOLE
911312106UPSUNITED PARCEL SERVICE$951,5510.47%7,546CommonSOLE
949746101WMT2WELLS FARGO$898,7910.44%12,796CommonSOLE
149123101CATCATERPILLAR$865,1830.43%2,385CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$820,4030.41%1,577CommonSOLE
459200101IBMIBM$804,1380.40%3,658CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$762,3410.38%1,295CommonSOLE
09260D107BXBLACKSTONE GROUP LP$739,8540.37%4,291CommonSOLE
G1151C101ACNACCENTURE$724,6870.36%2,060CommonSOLE
92343V104VZVERIZON$681,7100.34%17,047CommonSOLE
704326107PAYXPAYCHEX$675,0190.33%4,814CommonSOLE
437076102HDHOME DEPOT$674,6520.33%1,734CommonSOLE
007903107AMDADVANCED MICRO DEVICES$667,9690.33%5,530CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$661,4680.33%6,515CommonSOLE
87612E106TGTTARGET$651,9420.32%4,823CommonSOLE
291011104EMREMERSON ELECTRIC$643,9400.32%5,196CommonSOLE
907818108UNPUNION PACIFIC$614,5680.30%2,695CommonSOLE
494368103KMBKIMBERLY CLARK$590,9900.29%4,510CommonSOLE
670346105NUENUCOR$577,7150.29%4,950CommonSOLE
921943858VEAVANGUARD DEVELOPED MARKETS ETF$553,0380.27%11,565CommonSOLE
816851109SRESEMPRA ENERGY$538,0740.27%6,134CommonSOLE
191216100KOCOCA COLA$530,8910.26%8,527CommonSOLE
75513E101RTXRTX CORPORATION (formerly Raytheon)$529,5350.26%4,576CommonSOLE
278642103EBAYEBAY$521,4950.26%8,418CommonSOLE
74340W103PLDPROLOGIS$511,9050.25%4,843CommonSOLE
025816109AXPAMERICAN EXPRESS$445,1850.22%1,500CommonSOLE
74144T108TROWT ROWE PRICE GROUP$437,0930.22%3,865CommonSOLE
670100205NVONOVO-NORDISK ADR$411,6060.20%4,785CommonSOLE
30303M102METAMETA PLATFORMS (formerly Facebook)$411,0280.20%702CommonSOLE
922908629VOVANGUARD MID CAP INDEX ETF$408,6090.20%1,547CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$400,9650.20%3,950CommonSOLE
460146103IPINTERNATIONAL PAPER$400,9590.20%7,450CommonSOLE
922042775VEUVANGUARD ALL-WORLD EX U.S. INDEX ETF$397,1050.20%6,917CommonSOLE
571903202MARMARRIOTT INTERNATIONAL$390,5160.19%1,400CommonSOLE
617446448MSMORGAN STANLEY$380,0520.19%3,023CommonSOLE
46137V472XMHQINVESCO S&P MID CAP QUALITY ETF$372,7090.18%3,785CommonSOLE
94106L109WMWASTE MANAGEMENT$338,0160.17%1,675CommonSOLE
31847R102FAFFIRST AMERICAN FINANCIAL$334,6780.17%5,360CommonSOLE
26441C204DUKDUKE ENERGY$329,2530.16%3,056CommonSOLE
372460105GPCGENUINE PARTS$324,5930.16%2,780CommonSOLE
747525103QCOMQUALCOMM$316,7430.16%2,062CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$315,7560.16%1,790CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$314,9520.16%1,650CommonSOLE
921909768VXUSVANGUARD TOTAL INT'L STOCK ETF$297,3020.15%5,045CommonSOLE
375558103GILDGILEAD SCIENCES$287,2710.14%3,110CommonSOLE
427866108HSYHERSHEY$286,2020.14%1,690CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS$284,6420.14%3,335CommonSOLE
65339F101NEENEXTERA ENERGY$273,1390.14%3,810CommonSOLE
337738108FISVFISERV$269,1000.13%1,310CommonSOLE
20825C104COPCONOCOPHILLIPS$259,3300.13%2,615CommonSOLE
717081103PFEPFIZER$258,2750.13%9,735CommonSOLE
66987V109NVSNOVARTIS ADR$245,6100.12%2,524CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$232,8870.12%3,218CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$229,9160.11%4,065CommonSOLE
67059N108NTNXNUTANIX$222,0830.11%3,630CommonSOLE
808513105SCHWCHARLES SCHWAB$220,8460.11%2,984CommonSOLE
231021106CMICUMMINS$218,2240.11%626CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$207,6480.10%390CommonSOLE
921910733ESGVVANGUARD ESG U.S. STOCK ETF$200,8640.10%1,915CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.