Atwater Malick LLC
RIA/Wealth
Atwater Malick LLC is a RIA/Wealth based in Lancaster, PA led by Matthew Charles Malick, reporting $586.6M in AUM as of Q3 2025 with 32% ETF concentration and 54% concentrated in top 10 holdings.
Managing PartnerMatthew Charles Malick
- Portfolio Value
- $344.4M
- Positions
- 83
- Top Holding
- IVV at 8.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Atwater Malick LLC's portfolio (54% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $30.6M | 8.88% | +$6.6M Bought | — 45.7K shares | |
Consumer Electronics Technology | $26.9M | 7.81% | -$402.3K Sold | 0.00% 105.7K shares | |
Internet Content & Information Communication Services | $20.6M | 5.97% | -$736.6K Sold | 0.00% 84.6K shares | |
Agricultural - Machinery Industrials | $19.8M | 5.76% | -$613.1K Sold | 0.01% 41.6K shares | |
Financial - Capital Markets Financial Services | $19.5M | 5.66% | -$731.9K Sold | 0.01% 24.5K shares | |
Discount Stores Consumer Defensive | $16.4M | 4.77% | -$427.0K Sold | 0.00% 159.5K shares | |
Waste Management Industrials | $15.5M | 4.49% | +$22.3K Bought | 0.02% 70.0K shares | |
Restaurants Consumer Cyclical | $12.7M | 3.69% | +$757.0K Bought | 0.01% 41.8K shares | |
ETF ETF | $12.1M | 3.51% | +$10.9M Bought | — 98.8K shares | |
ETF ETF | $12.1M | 3.50% | +$9.6M Bought | — 177.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Atwater Malick LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+898.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-86.45% |
Analytics
Portfolio insights and performance metrics for Atwater Malick LLC
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