Wimmer Associates 1, LLC Portfolio Holdings
Wimmer Associates 1, LLC
- $200 Million
- Q4 2024
Wimmer Associates 1, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.1M, Microsoft Corp with a value of $11.3M, Vanguard Dividend Appreciation with a value of $9.67M, Nvidia Corp with a value of $9.03M, and Alphabet Inc. with a value of $7.59M.
Examining the 13F form we can see an decrease of $1.38M in the current position value, from $201M to 200M.
Wimmer Associates 1, LLC is based out at Pasadena, CA
Below you can find more details about Wimmer Associates 1, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$200 Million
Technology: $48.9 Million
ETFs: $43.8 Million
Healthcare: $22.1 Million
Financial Services: $19.2 Million
Consumer Cyclical: $15.3 Million
Consumer Defensive: $15.1 Million
Communication Services: $14.9 Million
Industrials: $13 Million
Other: $7.45 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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