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Benjamin H. Atwater

@Atwater Malick Llc

Latest period2024 - Q4ReportedManaged Assets$298.495MTotal holdings73
Assets growth rate-3.93%Assets growth rate (2-Q avg)1.56%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atwater Malick Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Atwater Malick Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.495M in assets, with a quarterly growth rate of -3.93% and a 2-quarter average growth rate of 1.56%. The portfolio is managed by Benjamin H. Atwater, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.16%
$467,338
2,667 shares@ $175.23 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.08%
$230,432
1,210 shares@ $190.44 avg price
METAMeta Platforms Inc
Recent Activity
New Position
0.08%
$213,126
364 shares@ $585.52 avg price