Loading…
CIK 0001769288 • 7 13F filings • Apr 11, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("atwater-malick-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $568K | 0.2% | 2,711 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $12.2M | 4.1% | 39,021 SH | |
| AGILON HEALTH INC | COM | $428K | 0.1% | 98,788 SH | |
| ALPHABET INC | CAP STK CL A | $13.6M | 4.6% | 87,964 SH | |
| AMAZON COM INC | COM | $1.3M | 0.5% | 7,009 SH | |
| APPLE INC | COM | $23.9M | 8.1% | 107,551 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.5% | 2,591 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $289K | 0.1% | 1,191 SH | |
| CANADIAN NATL RY CO | COM | $6.9M | 2.4% | 71,274 SH | |
| CATERPILLAR INC | COM | $14.1M | 4.8% | 42,740 SH | |
| CENCORA INC | COM | $1.1M | 0.4% | 3,816 SH | |
| CHEVRON CORP NEW | COM | $471K | 0.2% | 2,818 SH | |
| CHUBB LIMITED | COM | $305K | 0.1% | 1,010 SH | |
| COCA COLA CO | COM | $10.3M | 3.5% | 144,421 SH | |
| COMCAST CORP NEW | CL A | $1.8M | 0.6% | 49,413 SH | |
| COPART INC | COM | $2.7M | 0.9% | 48,046 SH | |
| CORTEVA INC | COM | $208K | 0.1% | 3,304 SH | |
| CUMMINS INC | COM | $11.3M | 3.8% | 36,013 SH | |
| DANAHER CORPORATION | COM | $327K | 0.1% | 1,597 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.5M | 0.8% | 75,336 SH | |
| DISNEY WALT CO | COM | $6.3M | 2.1% | 63,494 SH | |
| ELI LILLY & CO | COM | $830K | 0.3% | 1,005 SH | |
| EXXON MOBIL CORP | COM | $676K | 0.2% | 5,683 SH | |
| FIFTH THIRD BANCORP | COM | $225K | 0.1% | 5,742 SH | |
| FULTON FINL CORP PA | COM | $186K | 0.1% | 10,308 SH | |
| GENERAL DYNAMICS CORP | COM | $205K | 0.1% | 752 SH | |
| GOLDMAN SACHS GROUP INC | COM | $13.9M | 4.7% | 25,371 SH | |
| HERSHEY CO | COM | $455K | 0.2% | 2,661 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $250K | 0.1% | 1,004 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $1.2M | 0.4% | 2,475 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $765K | 0.3% | 4,417 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $310K | 0.1% | 661 SH | |
| ISHARES GOLD TR | ISHARES NEW | $234K | 0.1% | 3,975 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $353K | 0.1% | 3,409 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.5M | 0.5% | 24,394 SH | |
| ISHARES TR | CORE HIGH DV ETF | $451K | 0.2% | 3,724 SH | |
| ISHARES TR | CORE S&P500 ETF | $19.6M | 6.6% | 34,971 SH | |
| ISHARES TR | CORE US AGGBD ET | $2.0M | 0.7% | 20,383 SH | |
| ISHARES TR | ESG EAFE ETF | $2.0M | 0.7% | 29,541 SH | |
| ISHARES TR | ESG MSCI USA ETF | $3.2M | 1.1% | 68,225 SH | |
| ISHARES TR | IBDS DEC28 ETF | $282K | 0.1% | 11,148 SH | |
| ISHARES TR | IBONDS 27 ETF | $337K | 0.1% | 13,923 SH | |
| ISHARES TR | IBONDS DEC 25 | $2.7M | 0.9% | 101,368 SH | |
| ISHARES TR | IBONDS DEC 26 | $2.4M | 0.8% | 94,706 SH | |
| ISHARES TR | IBONDS DEC 27 | $1.9M | 0.7% | 76,925 SH | |
| ISHARES TR | IBONDS DEC2026 | $764K | 0.3% | 31,572 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $847K | 0.3% | 33,690 SH | |
| ISHARES TR | MSCI ACWI ETF | $5.0M | 1.7% | 43,117 SH | |
| ISHARES TR | MSCI ACWI EX US | $481K | 0.2% | 8,674 SH | |
| ISHARES TR | NATIONAL MUN ETF | $221K | 0.1% | 2,094 SH | |
| ISHARES TR | RUS TP200 GR ETF | $721K | 0.2% | 3,420 SH | |
| ISHARES TR | TIPS BD ETF | $777K | 0.3% | 6,998 SH | |
| JOHNSON & JOHNSON | COM | $8.1M | 2.7% | 48,688 SH | |
| JPMORGAN CHASE & CO. | COM | $457K | 0.2% | 1,861 SH | |
| LOWES COS INC | COM | $7.4M | 2.5% | 31,916 SH | |
| MASTERCARD INCORPORATED | CL A | $1.1M | 0.4% | 2,028 SH | |
| MCDONALDS CORP | COM | $12.2M | 4.1% | 39,181 SH | |
| META PLATFORMS INC | CL A | $204K | 0.1% | 354 SH | |
| MICROSOFT CORP | COM | $7.4M | 2.5% | 19,824 SH | |
| NOVO-NORDISK A S | ADR | $11.4M | 3.8% | 163,869 SH | |
| NVIDIA CORPORATION | COM | $1.0M | 0.3% | 9,289 SH | |
| NVR INC | COM | $246K | 0.1% | 34 SH | |
| PACKAGING CORP AMER | COM | $3.0M | 1.0% | 15,059 SH | |
| PEPSICO INC | COM | $400K | 0.1% | 2,667 SH | |
| PROCTER AND GAMBLE CO | COM | $11.0M | 3.7% | 64,290 SH | |
| QUEST DIAGNOSTICS INC | COM | $9.6M | 3.2% | 56,648 SH | |
| SMITH A O CORP | COM | $7.6M | 2.6% | 115,723 SH | |
| SPDR GOLD TR | GOLD SHS | $912K | 0.3% | 3,164 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $397K | 0.1% | 710 SH | |
| STARBUCKS CORP | COM | $273K | 0.1% | 2,786 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $340K | 0.1% | 2,047 SH | |
| UNITED PARCEL SERVICE INC | CL B | $3.0M | 1.0% | 27,287 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $811K | 0.3% | 3,155 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $313K | 0.1% | 3,455 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $615K | 0.2% | 2,775 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $311K | 0.1% | 6,121 SH | |
| WALMART INC | COM | $14.4M | 4.9% | 164,168 SH | |
| WASTE MGMT INC DEL | COM | $16.2M | 5.5% | 69,985 SH |
| 13F-HR |
| 0001214659-25-015226 |
| $344.4M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008924 | $459.1M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010677 | $315.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004948 | $370.2M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005744 | $295.6M | View |