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| Happy Holidays!! thanks for using AUM13F!! |
| Atwater Malick LLC
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| CRD # | 147972 |
| SEC # | 801-107806 |
| CIK # | 0001769288 |
| AUM | $586.6 M (2025-02-13) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 717-400-1505 |
| Address | 201 Granite Run Drive Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.0 | ||
| Goldman Sachs Group Inc | 18.0 | ||
| Caterpillar Inc | 16.6 | ||
| Wal Mart Stores Inc | 16.0 | ||
| Waste Management Inc | 16.0 | ||
| Alphabet Inc | 15.4 | ||
| Cummins Inc | 11.8 | ||
| Accenture PLC | 11.8 | ||
| McDonalds Corp | 11.5 | ||
| Novo Nordisk A S | 11.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 52.7 |
| (b) Individuals (high net worth individuals) | 153 | 421.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 108.5 |
| (n) Other | 0 | 0.0 |
| Total | 955 | 586.6 |
| By Discretionary | ||
| Discretionary | 955 | 586.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 955 | 586.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 586.6 | |
| Total | 955 | 586.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769288] |
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