Atwater Malick LLC Incresed Positions in Q3 2025

Atwater Malick LLC

  • $341 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
88.9K
+ 898.57%
$118.16 - $123.66 $10.5M - $11M
98.8K $12.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
158K
+ 622.54%
$60.01 - $65.01 $9.51M - $10.3M
184K $12M
DGRO
Ishares Core Dividend Growth E

ETFs
141K
+ 384.11%
$64.12 - $68.08 $9.02M - $9.57M
177K $12.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
32.6K
+ 571.05%
$243.93 - $275.62 $7.94M - $8.98M
38.3K $10.5M
IVV
Ishares Core S&P 500 ETF

ETFs
9.9K
+ 27.66%
$620.67 - $670.08 $6.15M - $6.64M
45.7K $30.6M
MSFT
Microsoft Corp

Technology
1.87K
+ 9.45%
$491.09 - $535.64 $917K - $1M
21.6K $11.2M
MCD
Mcdonalds Corp

Consumer Cyclical
2.49K
+ 6.34%
$291.67 - $316.99 $727K - $790K
41.8K $12.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.03K
+ 34.13%
$97.75 - $100.75 $687K - $708K
27.6K $2.77M
META
Meta Platforms, Inc.

Communication Services
516
+ 145.76%
$695.21 - $791.73 $359K - $409K
870 $638K
FITB
Fifth Third Bancorp

Financial Services
6.6K
+ 114.94%
$40.91 - $46.28 $270K - $305K
12.3K $549K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
197
+ 0.27%
$36.04 - $38.78 $7.1K - $7.64K
72.9K $2.81M
GOOG
Alphabet Inc.

Communication Services
150
+ 12.4%
$175.16 - $255.24 $26.3K - $38.3K
1.36K $331K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.72K
+ 23.55%
$24.14 - $24.34 $89.7K - $90.5K
19.5K $474K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
540
+ 1.73%
$71.6 - $76.11 $38.7K - $41.1K
31.8K $2.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 9.08%
$546.99 - $602.2 $32.8K - $36.1K
721 $432K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.02K
+ 2.52%
$25.3 - $25.56 $51K - $51.5K
82.1K $2.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 5.63%
$617.65 - $666.84 $24.7K - $26.7K
750 $499K
NVR
Nvr Inc

Consumer Cyclical
2
+ 5.88%
$7301.0 - $8543.0 $14.6K - $17.1K
36 $289K
IBMO
Ishares Tr Ibonds December 202

ETFs
975
+ 1.0%
$25.58 - $25.72 $24.9K - $25.1K
98.8K $2.54M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
978
+ 8.96%
$25.37 - $25.79 $24.8K - $25.2K
11.9K $305K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
825
+ 2.61%
N/A
32.4K $769K
AXP
American Express CO

Financial Services
14
+ 1.89%
$294.27 - $342.31 $4.12K - $4.79K
756 $251K
Ishares Bitcoin Trust ETF
434
+ 5.03%
N/A
9.07K $0
LLY
Eli Lilly & CO

Healthcare
13
+ 1.29%
$625.65 - $812.69 $8.13K - $10.6K
1.02K $776K
SBUX
Starbucks Corp

Consumer Cyclical
135
+ 4.85%
$81.9 - $96.86 $11.1K - $13.1K
2.92K $247K
WM
Waste Management Inc

Industrials
101
+ 0.14%
$213.88 - $237.1 $21.6K - $23.9K
70K $15.5M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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