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  Name: Atwater Malick LLC
  City: LANCASTER
  State: PA
  Zip: 17601
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $283,776,000
  Total Value Change : $28,627,000
  Securities Held Change : 7
   
All Securities Held : 77
  New Positions : 9
  Closed Positions : 2
  Increased Positions : 47
  Unchanged Positions : 14
  Decreased Positions : 7

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 41 - $230.14 $927,000 3,816 0.33% 143,000 0 0.002    Drugs Wholesale
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 43 - $248.40 $756,000 3,155 0.27% 68,000 0 0.002    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 44 - $867.30 $694,000 892 0.24% 174,000 0 0    Drug Manufacturers - ...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 49 - $220.81 $634,000 2,775 0.22% 42,000 0 0.001    Closed - End Fund - E...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 55 - $187.22 $512,000 2,632 0.18% 21,000 0 0.002    Confectioners
   (PEP)1 Year Chart         PEP Pepsico Inc 57 - $163.83 $469,000 2,679 0.17% 14,000 0 0    Beverage Soft Drinks...
   (CVX)1 Year Chart         CVX Chevron Corp 58 - $154.22 $435,000 2,755 0.15% 24,000 0 0    Integrated Oil & Gas
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 62 - $107.38 $353,000 3,203 0.12% 26,000 0 0.004    N/A
   (NVR)1 Year Chart         NVR NVR Inc 63 - $7,655.06 $348,000 43 0.12% 47,000 0 0.001    Residential Construct...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 64 - $98.91 $335,000 3,374 0.12% 2,000 0 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 66 - $49.56 $307,000 6,121 0.11% 14,000 0 0    Closed - End Fund - F...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 65 - $83.68 $307,000 3,555 0.11% -7,000 0 0.001    Closed - End Fund - E...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 69 - $263.04 $262,000 1,010 0.09% 34,000 0 0    Property & Casualty I...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 74 - $106.66 $225,000 2,094 0.08% -2,000 0 0    Closed - End Fund - E...

      14 Records Found
  1    
Page 1 of 1
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