Atwood & Palmer
Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, GOOG, AVDE, JEMB, SHY, and represent 18.34% of Atwood & Palmer's stock portfolio.
- Added to shares of these 10 stocks: JEMB, BBBI, PSQO, JSI, XBB, SHY, AVDE, JAAA, AVEM, CAH.
- Started 26 new stock positions in PRG, DXC, HPE, LYV, VBK, Envirotech Vehicles, AVUV, GDX, FBTC, ADAM.
- Reduced shares in these 10 stocks: PLTR (-$39M), WMT, LMBS, COST, GHYB, JBBB, URI, GBIL, VTI, UI.
- Sold out of its positions in T, ABNB, ARCC, BIDU, BAX, BNL, CTRE, CRGX, CARS, CEG.
- Atwood & Palmer was a net seller of stock by $-35M.
- Atwood & Palmer has $1.7B in assets under management (AUM), dropping by 6.42%.
- Central Index Key (CIK): 0001044929
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Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 489 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies (PLTR) | 4.8 | $82M | -31% | 450k | 182.42 |
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| Alphabet Inc Class C cs (GOOG) | 3.5 | $60M | 248k | 243.55 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.4 | $58M | 736k | 78.90 |
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| Janus Detroit Str Tr (JEMB) | 3.3 | $57M | +2% | 1.1M | 53.20 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.2 | $55M | 665k | 82.96 |
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| United Rentals (URI) | 3.2 | $55M | 57k | 954.65 |
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| Janus Detroit Str Tr (JAAA) | 3.2 | $54M | 1.1M | 50.78 |
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| Leidos Holdings (LDOS) | 2.9 | $49M | 261k | 188.96 |
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| American Centy Etf Tr avantis emgmkt (AVEM) | 2.9 | $49M | 650k | 75.11 |
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| Abbvie (ABBV) | 2.6 | $44M | 191k | 231.54 |
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| MercadoLibre (MELI) | 2.3 | $40M | 17k | 2336.94 |
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| D.R. Horton (DHI) | 2.3 | $39M | 232k | 169.47 |
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| Gilead Sciences (GILD) | 2.2 | $38M | 344k | 111.00 |
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| Bondbloxx Etf Trust (BBBI) | 2.2 | $38M | +2% | 728k | 52.31 |
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| Palmer Square Funds Trust (PSQO) | 2.2 | $38M | +2% | 1.8M | 20.60 |
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| Ameriprise Financial (AMP) | 2.2 | $38M | 77k | 491.25 |
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| Fifth Third Ban (FITB) | 2.2 | $38M | 842k | 44.55 |
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| Cisco Systems (CSCO) | 2.1 | $36M | 522k | 68.42 |
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| Janus Detroit Str Tr (JSI) | 2.0 | $34M | 658k | 52.27 |
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| MasterCard Incorporated (MA) | 2.0 | $34M | 60k | 568.81 |
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| Lockheed Martin Corporation (LMT) | 2.0 | $34M | 68k | 499.21 |
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| Apple (AAPL) | 1.9 | $32M | 127k | 254.63 |
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| American Centy Etf Tr (AVIV) | 1.9 | $32M | 473k | 67.44 |
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| NVIDIA Corporation (NVDA) | 1.7 | $29M | 156k | 186.58 |
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| Wal-Mart Stores (WMT) | 1.6 | $28M | 267k | 103.06 |
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| United Therapeutics Corporation (UTHR) | 1.6 | $27M | 64k | 419.21 |
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| Goldman Sachs (GS) | 1.5 | $26M | 33k | 796.35 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $26M | 54k | 485.02 |
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| Cdw (CDW) | 1.5 | $25M | 158k | 159.28 |
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| Generac Holdings (GNRC) | 1.5 | $25M | 150k | 167.40 |
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| Tortoise North American Pipeline Fund (TPYP) | 1.4 | $24M | 661k | 36.45 |
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| Regeneron Pharmaceuticals (REGN) | 1.4 | $23M | 41k | 562.28 |
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| Garmin (GRMN) | 1.3 | $23M | 93k | 246.22 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.3 | $23M | 255k | 89.03 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $22M | 55k | 391.64 |
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| Draftkings (DKNG) | 1.2 | $20M | 542k | 37.40 |
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| Ishares Ibonds Dec 2028 Term T (IBTI) | 1.2 | $20M | 903k | 22.39 |
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| Ishares Ibonds Dec 2029 Term T (IBTJ) | 1.2 | $20M | 905k | 21.95 |
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| Bondbloxx Bb Rated Usd Hy Cb (XBB) | 1.2 | $20M | +2% | 475k | 41.34 |
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| L3harris Technologies (LHX) | 1.1 | $19M | 64k | 305.41 |
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| Ishares Tr 0-5yr hi yl cp (SHYG) | 1.1 | $19M | 442k | 43.30 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.1 | $18M | 341k | 53.03 |
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| Lowe's Companies (LOW) | 1.0 | $18M | 70k | 251.31 |
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| Uber Technologies (UBER) | 1.0 | $17M | 176k | 97.97 |
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| ON Semiconductor (ON) | 0.9 | $15M | 302k | 49.31 |
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| Ishares Tr int dev mom fc (IMTM) | 0.7 | $11M | 239k | 47.88 |
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| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.7 | $11M | 273k | 41.11 |
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| Etf Opportunities Trust (VSLU) | 0.5 | $9.0M | 211k | 42.69 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $8.1M | +2% | 43k | 189.70 |
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| Home Depot (HD) | 0.4 | $7.2M | 18k | 405.19 |
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| Alphabet Inc Class A cs (GOOGL) | 0.4 | $6.2M | 25k | 243.10 |
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| Jack Henry & Associates (JKHY) | 0.4 | $6.1M | 41k | 148.93 |
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| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.3 | $5.8M | 94k | 61.92 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $5.4M | 43k | 124.34 |
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| Johnson & Johnson (JNJ) | 0.3 | $4.7M | 25k | 185.42 |
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| Becton, Dickinson and (BDX) | 0.3 | $4.3M | 23k | 187.17 |
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| Commerce Bancshares (CBSH) | 0.2 | $4.2M | 71k | 59.76 |
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| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.2 | $3.4M | -4% | 34k | 100.23 |
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| Procter & Gamble Company (PG) | 0.2 | $3.2M | 21k | 153.65 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.8M | -2% | 8.8k | 315.43 |
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| Microsoft Corporation (MSFT) | 0.1 | $2.6M | -3% | 4.9k | 517.95 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | 13k | 167.32 |
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| Amazon (AMZN) | 0.1 | $2.1M | 9.6k | 219.57 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.1M | 26k | 79.94 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $2.0M | -3% | 4.1k | 502.74 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $2.0M | 17k | 119.51 |
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| Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $1.9M | 47k | 40.73 |
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| Pepsi (PEP) | 0.1 | $1.9M | 14k | 140.44 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.9M | 17k | 112.75 |
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| Ishares Tr (IBTK) | 0.1 | $1.8M | -8% | 91k | 19.88 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.8M | -2% | 2.7k | 666.20 |
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| Amgen (AMGN) | 0.1 | $1.8M | 6.2k | 282.20 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.7M | 2.3k | 758.15 |
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| Paychex (PAYX) | 0.1 | $1.6M | 13k | 126.76 |
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| Highwoods Properties (HIW) | 0.1 | $1.5M | 48k | 31.82 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | -17% | 1.4k | 925.63 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.3M | 11k | 118.35 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | -5% | 4.2k | 293.50 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 2.6k | 477.15 |
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| Broadcom (AVGO) | 0.1 | $1.2M | 3.7k | 329.91 |
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| iShares S&P 500 Index (IVV) | 0.1 | $1.2M | 1.8k | 669.44 |
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| International Business Machines (IBM) | 0.1 | $1.2M | 4.2k | 282.16 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $1.2M | +14% | 8.1k | 145.65 |
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| Hilltop Holdings (HTH) | 0.1 | $1.1M | 33k | 33.42 |
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| Janus Detroit Str Tr fund (JMBS) | 0.1 | $1.0M | 23k | 45.67 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.0M | 2.2k | 468.41 |
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| McDonald's Corporation (MCD) | 0.1 | $969k | 3.2k | 303.89 |
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| Iron Mountain (IRM) | 0.1 | $964k | 9.5k | 101.94 |
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| Oracle Corporation (ORCL) | 0.1 | $946k | 3.4k | 281.24 |
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| Janus Detroit Str Tr (JBBB) | 0.1 | $943k | -19% | 20k | 48.17 |
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| PNC Financial Services (PNC) | 0.1 | $913k | 4.5k | 200.93 |
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| Tesla Motors (TSLA) | 0.1 | $894k | +18% | 2.0k | 444.72 |
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| Goldman Sachs Etf Tr access hig yld (GHYB) | 0.1 | $879k | -21% | 19k | 45.87 |
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| Facebook Inc cl a (META) | 0.0 | $842k | 1.1k | 734.38 |
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| Qualcomm (QCOM) | 0.0 | $831k | 5.0k | 166.36 |
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| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.0 | $827k | -29% | 17k | 49.79 |
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| Deere & Company (DE) | 0.0 | $808k | 1.8k | 457.26 |
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| Coca-Cola Company (KO) | 0.0 | $777k | 12k | 66.32 |
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| Philip Morris International (PM) | 0.0 | $768k | 4.7k | 162.20 |
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| Berkshire Hathaway (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Chevron Corporation (CVX) | 0.0 | $746k | 4.8k | 155.29 |
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| Nextera Energy (NEE) | 0.0 | $726k | 9.6k | 75.49 |
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| Bank of America Corporation (BAC) | 0.0 | $698k | -6% | 14k | 51.59 |
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| Arista Networks (ANET) | 0.0 | $685k | 4.7k | 145.71 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $685k | 3.0k | 227.73 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $679k | 8.5k | 79.93 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $667k | -20% | 2.0k | 328.17 |
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| U.S. Bancorp (USB) | 0.0 | $628k | 13k | 48.33 |
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| Waste Management (WM) | 0.0 | $619k | 2.8k | 220.83 |
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| American Electric Power Company (AEP) | 0.0 | $619k | 5.5k | 112.50 |
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| Emerson Electric (EMR) | 0.0 | $560k | 4.3k | 131.16 |
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| Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.0 | $535k | -2% | 11k | 50.70 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $533k | 3.1k | 170.86 |
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| Bristol Myers Squibb (BMY) | 0.0 | $529k | 12k | 45.10 |
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| Axon Enterprise (AXON) | 0.0 | $517k | 720.00 | 717.64 |
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| Regions Financial Corporation (RF) | 0.0 | $488k | 19k | 26.37 |
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| Carrier Global Corporation (CARR) | 0.0 | $454k | 7.6k | 59.70 |
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| Visa (V) | 0.0 | $446k | -5% | 1.3k | 341.38 |
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| Palmer Square Capital BDC (PSBD) | 0.0 | $417k | 34k | 12.27 |
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| Eli Lilly & Co. (LLY) | 0.0 | $415k | 544.00 | 763.00 |
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| Saia (SAIA) | 0.0 | $397k | 1.3k | 299.36 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $359k | 3.9k | 91.43 |
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| Curtiss-Wright (CW) | 0.0 | $352k | 648.00 | 542.94 |
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| TJX Companies (TJX) | 0.0 | $352k | 2.4k | 144.54 |
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| Cardinal Health (CAH) | 0.0 | $346k | +465% | 2.2k | 156.96 |
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| Altria (MO) | 0.0 | $318k | 4.8k | 66.06 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $306k | -4% | 989.00 | 309.74 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $301k | 502.00 | 599.82 |
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| Ecolab (ECL) | 0.0 | $299k | 1.1k | 273.86 |
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| Sempra Energy (SRE) | 0.0 | $297k | 3.3k | 89.98 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $296k | 4.5k | 65.26 |
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| Trane Technologies (TT) | 0.0 | $295k | 700.00 | 421.96 |
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| Mplx (MPLX) | 0.0 | $292k | 5.8k | 49.95 |
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| Labcorp Holdings (LH) | 0.0 | $287k | 1.0k | 287.06 |
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| General Electric (GE) | 0.0 | $284k | 945.00 | 300.66 |
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| Enterprise Products Partners (EPD) | 0.0 | $279k | 8.9k | 31.27 |
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| American Centy Etf Tr (AVIG) | 0.0 | $279k | 6.6k | 42.08 |
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| Palo Alto Networks (PANW) | 0.0 | $277k | 1.4k | 203.62 |
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| Fortune Brands (FBIN) | 0.0 | $271k | 5.1k | 53.39 |
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| Ubiquiti (UI) | 0.0 | $271k | -37% | 410.00 | 660.95 |
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| Honeywell International (HON) | 0.0 | $265k | 1.3k | 210.50 |
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| Wells Fargo & Company (WFC) | 0.0 | $265k | 3.2k | 83.82 |
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| Vanguard Growth ETF (VUG) | 0.0 | $263k | +19% | 549.00 | 479.61 |
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| American Centy Etf Tr (AVLV) | 0.0 | $254k | +83% | 3.5k | 72.26 |
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| Pfizer (PFE) | 0.0 | $253k | 9.9k | 25.48 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $251k | 1.2k | 203.59 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $247k | 4.6k | 53.40 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $230k | 1.6k | 146.32 |
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| Danaher Corporation (DHR) | 0.0 | $227k | 1.1k | 198.26 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $222k | 373.00 | 595.23 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $219k | 446.00 | 490.38 |
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| Agilon Health (AGL) | 0.0 | $216k | NEW | 210k | 1.03 |
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| Ishares Bitcoin Tr (IBIT) | 0.0 | $202k | NEW | 3.1k | 65.00 |
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| Tyler Technologies (TYL) | 0.0 | $196k | 374.00 | 523.16 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $192k | -13% | 2.0k | 95.45 |
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| Moody's Corporation (MCO) | 0.0 | $191k | 400.00 | 476.48 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $185k | -9% | 2.3k | 80.65 |
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| Anheuser-Busch InBev NV (BUD) | 0.0 | $179k | 3.0k | 59.61 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $179k | 2.4k | 74.49 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $178k | 1.5k | 118.83 |
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| O'reilly Automotive (ORLY) | 0.0 | $178k | 1.7k | 107.81 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $178k | 3.5k | 50.73 |
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| Walt Disney Company (DIS) | 0.0 | $175k | 1.5k | 114.51 |
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| UnitedHealth (UNH) | 0.0 | $171k | 496.00 | 345.30 |
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| Duke Energy (DUK) | 0.0 | $167k | -28% | 1.3k | 123.75 |
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| Arch Capital Group (ACGL) | 0.0 | $163k | -4% | 1.8k | 90.73 |
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| Capital One Financial (COF) | 0.0 | $162k | 764.00 | 212.58 |
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| Union Pacific Corporation (UNP) | 0.0 | $158k | 667.00 | 236.37 |
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| Stryker Corporation (SYK) | 0.0 | $149k | 403.00 | 369.67 |
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| Barclays (BCS) | 0.0 | $146k | 7.0k | 20.67 |
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| Ge Vernova (GEV) | 0.0 | $144k | 234.00 | 615.00 |
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| Enterprise Financial Services (EFSC) | 0.0 | $143k | 2.5k | 57.98 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $141k | 1.3k | 110.62 |
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| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $138k | 2.8k | 50.23 |
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| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $134k | -11% | 800.00 | 167.99 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $129k | 2.7k | 48.15 |
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| American Centy Etf Tr (AVMC) | 0.0 | $121k | 1.7k | 69.60 |
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| iShares Morningstar Large Growth (ILCG) | 0.0 | $118k | +3786% | 1.1k | 104.28 |
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| American Centy Etf Tr (AVDS) | 0.0 | $115k | 1.7k | 67.57 |
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| Kinder Morgan (KMI) | 0.0 | $115k | 4.0k | 28.31 |
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| Abbott Laboratories (ABT) | 0.0 | $114k | -13% | 854.00 | 133.94 |
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| Williams Companies (WMB) | 0.0 | $113k | 1.8k | 63.35 |
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| Cheniere Energy (LNG) | 0.0 | $111k | 472.00 | 234.98 |
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| Omni (OMC) | 0.0 | $108k | 1.3k | 81.53 |
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| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $106k | +387% | 927.00 | 113.89 |
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| First Trust Health Care AlphaDEX (FXH) | 0.0 | $104k | -12% | 950.00 | 109.67 |
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| Tc Energy Corp (TRP) | 0.0 | $103k | -7% | 1.9k | 54.41 |
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| Elbit Systems (ESLT) | 0.0 | $102k | 200.00 | 509.80 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $102k | -11% | 1.1k | 91.38 |
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| Post Holdings Inc Common (POST) | 0.0 | $99k | -14% | 916.00 | 107.48 |
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| HEICO Corporation (HEI) | 0.0 | $97k | 300.00 | 322.82 |
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| salesforce (CRM) | 0.0 | $97k | 408.00 | 237.22 |
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| First Trust DJ Internet Index Fund (FDN) | 0.0 | $97k | -10% | 345.00 | 279.84 |
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| Evergy (EVRG) | 0.0 | $96k | -15% | 1.3k | 76.02 |
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| Targa Res Corp (TRGP) | 0.0 | $96k | 575.00 | 167.54 |
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| Amplify Etf Tr a (DIVO) | 0.0 | $95k | 2.1k | 44.57 |
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| S&p Global (SPGI) | 0.0 | $94k | 193.00 | 487.54 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $93k | 658.00 | 141.47 |
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| Tri-Continental Corporation (TY) | 0.0 | $93k | 2.7k | 34.00 |
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| Energizer Holdings (ENR) | 0.0 | $91k | 3.6k | 24.89 |
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| J P Morgan Exchange-traded F (JEPI) | 0.0 | $90k | +569% | 1.6k | 57.08 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $89k | 833.00 | 106.48 |
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| Grayscale Bitcoin Ord (GBTC) | 0.0 | $89k | 986.00 | 89.77 |
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| Sealed Air (SEE) | 0.0 | $85k | 2.4k | 35.35 |
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| Linde (LIN) | 0.0 | $84k | 177.00 | 475.00 |
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| Flowers Foods (FLO) | 0.0 | $83k | 6.4k | 13.05 |
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| Energy Transfer Equity (ET) | 0.0 | $83k | 4.8k | 17.16 |
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| Copart (CPRT) | 0.0 | $81k | 1.8k | 44.97 |
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| Msci Emg Ex Ch msci emg ex ch (KEMX) | 0.0 | $79k | +1852% | 2.3k | 34.60 |
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| Metropcs Communications (TMUS) | 0.0 | $79k | 330.00 | 239.38 |
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| iShares Russell 2000 Value Index (IWN) | 0.0 | $78k | 439.00 | 176.81 |
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| Ishares Tr liquid inc etf (ICSH) | 0.0 | $77k | 1.5k | 50.75 |
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| Intuitive Surgical (ISRG) | 0.0 | $77k | -2% | 171.00 | 447.23 |
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| Medtronic (MDT) | 0.0 | $74k | 775.00 | 95.24 |
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| Quanta Services (PWR) | 0.0 | $74k | 178.00 | 414.42 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $73k | 336.00 | 215.79 |
|
|
| Fortinet (FTNT) | 0.0 | $72k | 860.00 | 84.08 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $71k | 912.00 | 77.77 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $69k | -7% | 1.1k | 63.05 |
|
| Texas Capital Bancshares (TCBI) | 0.0 | $68k | 800.00 | 84.53 |
|
|
| Masterbrand Inc-w/i (MBC) | 0.0 | $67k | 5.1k | 13.17 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $67k | 189.00 | 352.75 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $66k | 460.00 | 142.41 |
|
|
| Fiserv (FI) | 0.0 | $65k | 500.00 | 128.93 |
|
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $64k | 1.4k | 46.32 |
|
|
| Oneok (OKE) | 0.0 | $63k | 858.00 | 72.97 |
|
|
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $62k | NEW | 737.00 | 83.42 |
|
| Merck & Co (MRK) | 0.0 | $61k | 730.00 | 83.93 |
|
|
| Dominion Resources (D) | 0.0 | $61k | 1.0k | 61.17 |
|
|
| Kenvue (KVUE) | 0.0 | $61k | 3.8k | 16.23 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $60k | NEW | 602.00 | 99.45 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $58k | 317.00 | 183.73 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $58k | 971.00 | 59.92 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $58k | 663.00 | 87.31 |
|
|
| Digital World Acquisition (DJTWW) | 0.0 | $57k | 7.1k | 8.08 |
|
|
| ConocoPhillips (COP) | 0.0 | $57k | 603.00 | 94.59 |
|
|
| Vanguard Value ETF (VTV) | 0.0 | $55k | +30% | 296.00 | 186.49 |
|
| Paypal Holdings (PYPL) | 0.0 | $54k | -40% | 801.00 | 67.05 |
|
| Janus Short Duration (VNLA) | 0.0 | $53k | 1.1k | 49.29 |
|
|
| Bellring Brands (BRBR) | 0.0 | $51k | -12% | 1.4k | 36.35 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $50k | 46.00 | 1078.61 |
|
|
| Lam Research (LRCX) | 0.0 | $50k | 370.00 | 133.90 |
|
|
| Eaton (ETN) | 0.0 | $49k | 131.00 | 374.25 |
|
|
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $49k | NEW | 533.00 | 91.61 |
|
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $48k | NEW | 505.00 | 94.37 |
|
| AFLAC Incorporated (AFL) | 0.0 | $47k | 424.00 | 111.70 |
|
|
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.0 | $47k | 1.9k | 24.70 |
|
|
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $46k | -27% | 200.00 | 229.61 |
|
| Corteva (CTVA) | 0.0 | $46k | 679.00 | 67.63 |
|
|
| Intuit (INTU) | 0.0 | $46k | 67.00 | 682.91 |
|
|
| Newmark Group (NMRK) | 0.0 | $45k | 2.4k | 18.65 |
|
|
| First Trust Ind/Prod AlphaDEX (FXR) | 0.0 | $45k | 575.00 | 78.06 |
|
|
| Lyft (LYFT) | 0.0 | $44k | 2.0k | 22.01 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $44k | 3.6k | 12.20 |
|
|
| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $43k | 800.00 | 54.18 |
|
|
| Telefonica (TEF) | 0.0 | $43k | 8.5k | 5.08 |
|
|
| Galectin Therapeutics (GALT) | 0.0 | $42k | NEW | 10k | 4.24 |
|
| Travelers Companies (TRV) | 0.0 | $42k | -36% | 150.00 | 279.22 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $40k | -34% | 535.00 | 75.39 |
|
| Intel Corporation (INTC) | 0.0 | $40k | -14% | 1.2k | 33.55 |
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $40k | 1.3k | 30.29 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.0 | $40k | 194.00 | 206.12 |
|
|
| Humana (HUM) | 0.0 | $40k | 153.00 | 260.18 |
|
|
| Plains All American Pipeline (PAA) | 0.0 | $39k | 2.3k | 17.06 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $39k | 629.00 | 62.47 |
|
|
| Motorola Solutions (MSI) | 0.0 | $39k | 85.00 | 457.29 |
|
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $39k | 464.00 | 83.11 |
|
|
| Coeur d'Alene Mines Corporation (CDE) | 0.0 | $38k | 2.0k | 18.76 |
|
|
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $37k | 545.00 | 68.22 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $37k | 60.00 | 612.38 |
|
|
| Chubb (CB) | 0.0 | $37k | 130.00 | 282.25 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $36k | 448.00 | 79.90 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $36k | 199.00 | 178.73 |
|
|
| Target Corporation (TGT) | 0.0 | $35k | 393.00 | 89.72 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $35k | 365.00 | 95.89 |
|
|
| Blackrock (BLK) | 0.0 | $35k | 30.00 | 1165.90 |
|
|
| Hca Holdings (HCA) | 0.0 | $35k | 82.00 | 426.21 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $35k | 50.00 | 698.00 |
|
|
| First Tr Exchange Traded Fd nasdaq transn (FTXR) | 0.0 | $34k | 975.00 | 35.05 |
|
|
| Dex (DXCM) | 0.0 | $34k | 500.00 | 67.29 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $34k | 132.00 | 254.28 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $33k | 617.00 | 54.18 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $33k | 720.00 | 46.27 |
|
|
| Permian Resources Corp Class A (PR) | 0.0 | $33k | -73% | 2.6k | 12.80 |
|
| Live Nation Entertainment (LYV) | 0.0 | $33k | NEW | 200.00 | 163.40 |
|
| Allstate Corporation (ALL) | 0.0 | $32k | 150.00 | 214.65 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $32k | 51.00 | 630.29 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $31k | 121.00 | 259.60 |
|
|
| Unum (UNM) | 0.0 | $31k | 400.00 | 77.78 |
|
|
| Entergy Corporation (ETR) | 0.0 | $31k | 330.00 | 93.19 |
|
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $30k | 40.00 | 746.65 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $30k | 500.00 | 59.49 |
|
|
| Palomar Hldgs (PLMR) | 0.0 | $29k | -28% | 250.00 | 116.75 |
|
| Simon Property (SPG) | 0.0 | $29k | 155.00 | 187.67 |
|
|
| Vodafone Group New Adr F (VOD) | 0.0 | $29k | 2.5k | 11.60 |
|
|
| American Tower Reit (AMT) | 0.0 | $29k | -58% | 150.00 | 192.32 |
|
| H&R Block (HRB) | 0.0 | $29k | 570.00 | 50.57 |
|
|
| SPDR S&P Dividend (SDY) | 0.0 | $28k | 200.00 | 140.05 |
|
|
| New York Mortgage Tr (ADAM) | 0.0 | $28k | NEW | 4.0k | 6.97 |
|
| Van Eck Merk Gold Tr gold (OUNZ) | 0.0 | $28k | 749.00 | 37.19 |
|
|
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $28k | 197.00 | 141.13 |
|
|
| Asml Holding (ASML) | 0.0 | $27k | 28.00 | 968.11 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $27k | -33% | 488.00 | 55.49 |
|
| Skyworks Solutions (SWKS) | 0.0 | $27k | 351.00 | 76.98 |
|
|
| Booking Holdings (BKNG) | 0.0 | $27k | 5.00 | 5399.40 |
|
|
| Sarepta Therapeutics (SRPT) | 0.0 | $27k | 1.4k | 19.27 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $27k | 392.00 | 67.76 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $27k | 298.00 | 88.76 |
|
|
| Euronet Worldwide (EEFT) | 0.0 | $26k | -30% | 300.00 | 87.81 |
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $26k | 889.00 | 29.63 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $26k | 387.00 | 65.94 |
|
|
| iShares MSCI Canada Index (EWC) | 0.0 | $25k | 500.00 | 50.55 |
|
|
| Nike (NKE) | 0.0 | $25k | 362.00 | 69.79 |
|
|
| Dow (DOW) | 0.0 | $25k | 1.1k | 22.93 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $25k | 410.00 | 59.74 |
|
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $24k | 765.00 | 31.90 |
|
|
| Gfl Environmental Inc sub vtg (GFL) | 0.0 | $24k | 500.00 | 47.38 |
|
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $24k | NEW | 322.00 | 73.46 |
|
| Tractor Supply Company (TSCO) | 0.0 | $24k | 415.00 | 56.87 |
|
|
| Getty Realty (GTY) | 0.0 | $24k | 879.00 | 26.83 |
|
|
| Adams Express Company (ADX) | 0.0 | $24k | 1.1k | 22.30 |
|
|
| Rxsight (RXST) | 0.0 | $23k | NEW | 2.6k | 8.99 |
|
| Consolidated Edison (ED) | 0.0 | $23k | 232.00 | 100.52 |
|
|
| Tapestry (TPR) | 0.0 | $23k | 204.00 | 113.22 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $23k | 210.00 | 108.96 |
|
|
| Paccar (PCAR) | 0.0 | $23k | 230.00 | 98.32 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $22k | 550.00 | 39.19 |
|
|
| Columbia India Consumer Etf etp (INCO) | 0.0 | $21k | 330.00 | 64.67 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $21k | 108.00 | 195.45 |
|
|
| McKesson Corporation (MCK) | 0.0 | $21k | 27.00 | 772.56 |
|
|
| Edgewell Pers Care (EPC) | 0.0 | $20k | 1.0k | 20.36 |
|
|
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $20k | 1.0k | 20.20 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $20k | 183.00 | 108.70 |
|
|
| Ametek (AME) | 0.0 | $20k | 104.00 | 188.00 |
|
|
| Shake Shack Inc cl a (SHAK) | 0.0 | $19k | 200.00 | 93.61 |
|
|
| Progressive Corporation (PGR) | 0.0 | $19k | -11% | 75.00 | 246.96 |
|
| First Horizon National Corporation (FHN) | 0.0 | $18k | 786.00 | 22.61 |
|
|
| RPM International (RPM) | 0.0 | $18k | 150.00 | 117.88 |
|
|
| Acuity Brands (AYI) | 0.0 | $18k | 51.00 | 344.39 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $18k | 207.00 | 84.60 |
|
|
| eBay (EBAY) | 0.0 | $18k | 192.00 | 90.95 |
|
|
| Hess Midstream Lp cl a (HESM) | 0.0 | $17k | 501.00 | 34.55 |
|
|
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $17k | 107.00 | 159.90 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $17k | 540.00 | 31.62 |
|
|
| First Solar (FSLR) | 0.0 | $17k | 75.00 | 220.53 |
|
|
| HSBC Holdings (HSBC) | 0.0 | $17k | 233.00 | 70.98 |
|
|
| Exelixis (EXEL) | 0.0 | $16k | 395.00 | 41.30 |
|
|
| Emcor (EME) | 0.0 | $16k | 25.00 | 649.56 |
|
|
| Ralph Lauren Corp (RL) | 0.0 | $16k | 51.00 | 313.57 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $16k | 400.00 | 38.80 |
|
|
| Applied Materials (AMAT) | 0.0 | $15k | 75.00 | 204.75 |
|
|
| AstraZeneca (AZN) | 0.0 | $15k | 200.00 | 76.72 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $15k | 28.00 | 546.75 |
|
|
| Embecta Corporation (EMBC) | 0.0 | $15k | 1.0k | 14.11 |
|
|
| Apa Corporation (APA) | 0.0 | $15k | 600.00 | 24.28 |
|
|
| iShares Gold Trust (IAU) | 0.0 | $15k | NEW | 200.00 | 72.77 |
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $14k | 189.00 | 75.10 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $14k | 68.00 | 206.91 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $14k | 40.00 | 351.27 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $14k | 49.00 | 280.84 |
|
|
| Autodesk (ADSK) | 0.0 | $14k | 43.00 | 317.67 |
|
|
| Morgan Stanley (MS) | 0.0 | $14k | 85.00 | 158.96 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $14k | 100.00 | 134.60 |
|
|
| EOG Resources (EOG) | 0.0 | $14k | 120.00 | 112.12 |
|
|
| Cinemark Holdings (CNK) | 0.0 | $13k | 452.00 | 28.02 |
|
|
| Verizon Communications (VZ) | 0.0 | $13k | 287.00 | 43.95 |
|
|
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $13k | NEW | 125.00 | 99.82 |
|
| Fidelity Ethereum Fund Etf (FETH) | 0.0 | $13k | 300.00 | 41.55 |
|
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $12k | 30.00 | 396.17 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $12k | 160.00 | 73.26 |
|
|
| Lineage (LINE) | 0.0 | $12k | 300.00 | 38.64 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $11k | 104.00 | 109.95 |
|
|
| Brp Group (BWIN) | 0.0 | $11k | -29% | 392.00 | 28.22 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $11k | 12.00 | 920.67 |
|
|
| SPDR Gold Trust (GLD) | 0.0 | $11k | 31.00 | 355.48 |
|
|
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $11k | 25.00 | 435.48 |
|
|
| Banc Of California (BANC) | 0.0 | $11k | 656.00 | 16.55 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $11k | -36% | 345.00 | 31.42 |
|
| Mannkind (MNKD) | 0.0 | $11k | 2.0k | 5.37 |
|
|
| Veralto Corp (VLTO) | 0.0 | $11k | 100.00 | 106.61 |
|
|
| Pulte (PHM) | 0.0 | $10k | 79.00 | 132.14 |
|
|
| Seagate Technology (STX) | 0.0 | $10k | 44.00 | 236.07 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $10k | 225.00 | 45.72 |
|
|
| Equinix (EQIX) | 0.0 | $10k | 13.00 | 783.31 |
|
|
| Textron (TXT) | 0.0 | $10k | 120.00 | 84.49 |
|
|
| Stonex Group (SNEX) | 0.0 | $10k | 100.00 | 100.92 |
|
|
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $10k | 197.00 | 50.63 |
|
|
| Roblox Corp (RBLX) | 0.0 | $9.7k | 70.00 | 138.53 |
|
|
| Cme (CME) | 0.0 | $9.5k | 35.00 | 270.20 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $9.0k | 44.00 | 205.27 |
|
|
| Analog Devices (ADI) | 0.0 | $8.6k | 35.00 | 245.71 |
|
|
| AutoZone (AZO) | 0.0 | $8.6k | 2.00 | 4290.50 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $8.5k | -48% | 42.00 | 201.55 |
|
| Fortrea Hldgs (FTRE) | 0.0 | $8.4k | 1.0k | 8.42 |
|
|
| Franklin Templeton Etf Tr ftse mexico (FLMX) | 0.0 | $8.3k | 250.00 | 33.18 |
|
|
| Principal Financial (PFG) | 0.0 | $8.3k | 100.00 | 82.91 |
|
|
| Ford Motor Company (F) | 0.0 | $8.2k | NEW | 685.00 | 11.95 |
|
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $8.2k | 141.00 | 57.97 |
|
|
| Kroger (KR) | 0.0 | $8.1k | 120.00 | 67.42 |
|
|
| Reddit (RDDT) | 0.0 | $8.1k | 35.00 | 230.00 |
|
|
| First Trust Iv Enhanced Short (FTSM) | 0.0 | $8.0k | -66% | 133.00 | 60.07 |
|
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $7.9k | NEW | 270.00 | 29.11 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $7.8k | 84.00 | 93.38 |
|
|
| Transocean (RIG) | 0.0 | $7.8k | 2.5k | 3.12 |
|
|
| American Express Company (AXP) | 0.0 | $7.6k | -4% | 23.00 | 332.17 |
|
| Prudential Financial (PRU) | 0.0 | $7.4k | 71.00 | 103.75 |
|
|
| BP (BP) | 0.0 | $6.9k | -56% | 200.00 | 34.46 |
|
| Accenture (ACN) | 0.0 | $6.7k | 27.00 | 246.63 |
|
|
| Capitol Federal Financial (CFFN) | 0.0 | $6.4k | 1.0k | 6.35 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $6.1k | 10.00 | 609.40 |
|
|
| Shopify Inc cl a (SHOP) | 0.0 | $5.9k | 40.00 | 148.62 |
|
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $5.9k | NEW | 20.00 | 293.80 |
|
| W.W. Grainger (GWW) | 0.0 | $5.7k | 6.00 | 953.00 |
|
|
| Te Connectivity (TEL) | 0.0 | $5.7k | 26.00 | 219.54 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $5.6k | NEW | 40.00 | 139.68 |
|
| Republic Services (RSG) | 0.0 | $5.5k | -4% | 24.00 | 229.50 |
|
| Sabre (SABR) | 0.0 | $5.5k | 3.0k | 1.83 |
|
|
| Corning Incorporated (GLW) | 0.0 | $5.3k | 65.00 | 82.03 |
|
|
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $5.3k | NEW | 53.00 | 99.96 |
|
| EQT Corporation (EQT) | 0.0 | $4.8k | 89.00 | 54.44 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $4.3k | 25.00 | 170.28 |
|
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $4.2k | NEW | 14.00 | 297.64 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $4.2k | 106.00 | 39.23 |
|
|
| Petroleo Brasileiro SA (PBR) | 0.0 | $4.1k | 327.00 | 12.66 |
|
|
| Roper Industries (ROP) | 0.0 | $4.0k | 8.00 | 498.75 |
|
|
| Sylvamo Corp (SLVM) | 0.0 | $4.0k | 90.00 | 44.22 |
|
|
| Penn National Gaming (PENN) | 0.0 | $3.9k | 200.00 | 19.26 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $3.7k | 28.00 | 130.50 |
|
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $3.4k | 14.00 | 239.64 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $3.2k | 16.00 | 200.50 |
|
|
| Oddity Tech Cl A Ord (ODD) | 0.0 | $3.1k | 50.00 | 62.30 |
|
|
| Financial Select Sector SPDR (XLF) | 0.0 | $3.1k | 57.00 | 53.88 |
|
|
| iShares Morningstar Small Value (ISCV) | 0.0 | $3.0k | NEW | 45.00 | 66.64 |
|
| Selectquote Ord (SLQT) | 0.0 | $2.9k | -62% | 1.5k | 1.96 |
|
| Delta Air Lines (DAL) | 0.0 | $2.8k | 50.00 | 56.76 |
|
|
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $2.6k | 100.00 | 26.33 |
|
|
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $2.6k | 30.00 | 86.30 |
|
|
| Moderna (MRNA) | 0.0 | $2.6k | 100.00 | 25.83 |
|
|
| General Mills (GIS) | 0.0 | $2.5k | 50.00 | 50.42 |
|
|
| Unilever (UL) | 0.0 | $2.5k | 42.00 | 59.29 |
|
|
| American Homes 4 Rent-a reit (AMH) | 0.0 | $2.4k | 73.00 | 33.26 |
|
|
| FedEx Corporation (FDX) | 0.0 | $2.4k | 10.00 | 235.90 |
|
|
| Materials SPDR (XLB) | 0.0 | $2.3k | 26.00 | 89.65 |
|
|
| Cigna Corp (CI) | 0.0 | $2.3k | 8.00 | 288.25 |
|
|
| Highpeak Energy (HPK) | 0.0 | $2.3k | 325.00 | 7.07 |
|
|
| Exelon Corporation (EXC) | 0.0 | $2.1k | 46.00 | 45.02 |
|
|
| Viatris (VTRS) | 0.0 | $2.0k | 204.00 | 9.90 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.9k | 19.00 | 97.63 |
|
|
| Nextracker (NXT) | 0.0 | $1.8k | 24.00 | 74.00 |
|
|
| United Parcel Service (UPS) | 0.0 | $1.7k | 20.00 | 83.55 |
|
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $1.6k | 5.00 | 322.40 |
|
|
| Service Corporation International (SCI) | 0.0 | $1.5k | 18.00 | 83.22 |
|
|
| Dell Technologies (DELL) | 0.0 | $1.4k | 10.00 | 141.80 |
|
|
| Nutex Health (NUTX) | 0.0 | $1.3k | 13.00 | 103.38 |
|
|
| Nio Inc spon ads (NIO) | 0.0 | $1.3k | 175.00 | 7.62 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.3k | 1.00 | 1319.00 |
|
|
| On Hldg (ONON) | 0.0 | $1.3k | 30.00 | 42.37 |
|
|
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $1.2k | 4.00 | 294.75 |
|
|
| Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) | 0.0 | $1.2k | -96% | 50.00 | 23.06 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.1k | 15.00 | 71.53 |
|
|
| Diamondback Energy (FANG) | 0.0 | $1.0k | 7.00 | 143.14 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $955.999800 | 18.00 | 53.11 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $935.000000 | 500.00 | 1.87 |
|
|
| Timken Company (TKR) | 0.0 | $903.000000 | 12.00 | 75.25 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $890.000000 | 5.00 | 178.00 |
|
|
| Ingersoll Rand (IR) | 0.0 | $827.000000 | 10.00 | 82.70 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $702.000000 | 5.00 | 140.40 |
|
|
| Biogen Idec (BIIB) | 0.0 | $701.000000 | 5.00 | 140.20 |
|
|
| Constellation Brands (STZ) | 0.0 | $674.000000 | 5.00 | 134.80 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $473.000000 | -96% | 10.00 | 47.30 |
|
| International Paper Company (IP) | 0.0 | $464.000000 | 10.00 | 46.40 |
|
|
| Southwest Airlines (LUV) | 0.0 | $160.000000 | 5.00 | 32.00 |
|
|
| Tor Dom Bk Cad (TD) | 0.0 | $160.000000 | 2.00 | 80.00 |
|
|
| 3D Systems Corporation (DDD) | 0.0 | $145.000000 | 50.00 | 2.90 |
|
|
| Phillips 66 (PSX) | 0.0 | $137.000000 | 1.00 | 137.00 |
|
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $136.000000 | 1.00 | 136.00 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $123.000000 | NEW | 5.00 | 24.60 |
|
| Envirotech Vehicles | 0.0 | $98.000500 | NEW | 65.00 | 1.51 |
|
| Inovio Pharmaceuticals (INO) | 0.0 | $43.000200 | 18.00 | 2.39 |
|
|
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $26.000000 | 1.00 | 26.00 |
|
|
| Trinity Biotech (TRIB) | 0.0 | $21.000000 | 20.00 | 1.05 |
|
|
| Tilray (TLRY) | 0.0 | $7.000000 | 4.00 | 1.75 |
|
|
| Canopy Growth CORP (CGC) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
|
| Workhorse Group (WKHS) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $0 | 0 | 0.00 |
|
|
| Hp (HPQ) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Dxc Technology (DXC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| PROG Holdings (PRG) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Atwood & Palmer
SEC 13F filings are viewable for Atwood & Palmer going back to 2011
- Atwood & Palmer 2025 Q3 filed Oct. 15, 2025
- Atwood & Palmer 2025 Q2 filed July 8, 2025
- Atwood & Palmer 2025 Q1 filed April 15, 2025
- Atwood & Palmer 2024 Q4 filed Jan. 16, 2025
- Atwood & Palmer 2024 Q3 filed Oct. 7, 2024
- Atwood & Palmer 2024 Q2 filed July 10, 2024
- Atwood & Palmer 2024 Q1 filed April 10, 2024
- Atwood & Palmer 2023 Q4 filed Jan. 12, 2024
- Atwood & Palmer 2023 Q3 filed Oct. 20, 2023
- Atwood & Palmer 2023 Q2 filed July 18, 2023
- Atwood & Palmer 2023 Q1 filed April 21, 2023
- Atwood & Palmer 2022 Q4 filed Jan. 31, 2023
- Atwood & Palmer 2022 Q3 filed Oct. 12, 2022
- Atwood & Palmer 2022 Q2 filed July 21, 2022
- Atwood & Palmer 2022 Q1 filed April 29, 2022
- Atwood & Palmer 2021 Q4 filed Jan. 24, 2022