Wimmer Associates 1, LLC Purchases in Q3 2025

Wimmer Associates 1, LLC

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.13K
+ 3.75%
$202.38 - $256.87 $432K - $548K
59.1K $15M
PRF
Invesco Exchange Traded Fd Tr

ETFs
219
+ 0.13%
$42.04 - $45.23 $9.21K - $9.91K
169K $7.65M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.29K
New
$50.79 - $76.4 $167K - $251K
3.29K $251K
MS
Morgan Stanley

Financial Services
1.23K
+ 43.19%
$139.09 - $161.16 $171K - $198K
4.07K $647K
GLD
Spdr Gold Trust

ETFs
170
+ 4.92%
$300.96 - $355.47 $51.2K - $60.4K
3.63K $1.29M
CVX
Chevron Corp

Energy
191
+ 1.15%
$145.57 - $161.83 $27.8K - $30.9K
16.8K $2.61M
CMI
Cummins Inc

Industrials
534
New
$327.85 - $426.39 $175K - $228K
534 $225K
KMI
Kinder Morgan, Inc.

Energy
7.32K
New
$26.23 - $28.5 $192K - $209K
7.32K $207K
VLO
Valero Energy Corp

Energy
1.2K
New
$131.77 - $175.63 $158K - $211K
1.2K $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 0.9%
$459.11 - $506.91 $32.1K - $35.5K
7.88K $3.96M
AMD
Advanced Micro Devices Inc

Technology
5
+ 0.1%
$134.8 - $184.42 $674 - $922
4.85K $783K
VTV
Vanguard Value ETF

ETFs
160
+ 2.6%
$175.51 - $186.57 $28.1K - $29.9K
6.31K $1.18M
WMT
Walmart Inc.

Consumer Defensive
38
+ 0.26%
$94.4 - $104.27 $3.59K - $3.96K
14.6K $1.51M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.63%
$357.4 - $423.42 $3.57K - $4.23K
1.6K $646K
VIG
Vanguard Dividend Appreciation

ETFs
238
+ 0.51%
N/A
47.3K $8.62M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
225
+ 4.33%
$68.24 - $73.73 $15.4K - $16.6K
5.42K $398K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
365
+ 0.58%
N/A
63.7K $5.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
30
+ 0.44%
$66.38 - $71.68 $1.99K - $2.15K
6.9K $492K
CEG
Constellation Energy Corp

Utilities
25
+ 2.58%
$298.82 - $354.89 $7.47K - $8.87K
995 $327K
VZ
Verizon Communications Inc

Communication Services
20
+ 0.15%
$40.84 - $45.06 $817 - $901
13.3K $585K
NTNX
Nutanix, Inc.

Technology
10
+ 0.28%
$66.06 - $81.12 $661 - $811
3.55K $264K
ACN
Accenture PLC

Technology
200
+ 16.0%
$232.56 - $304.78 $46.5K - $61K
1.45K $357K
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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