Atwood & Palmer
Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are REGN, URI, JAAA, CDW, SHY, and represent 15.38% of Atwood & Palmer's stock portfolio.
- Added to shares of these 10 stocks: LDOS (+$12M), JSI (+$12M), WMT (+$12M), LMBS (+$8.1M), SHY, JAAA, AVDE, AVEM, IBTI, IBTJ.
- Started 35 new stock positions in FDX, TFC, SCI, AMAT, DRI, RL, TDG, INO, IDV, TM.
- Reduced shares in these 10 stocks: URI (-$16M), APTV (-$13M), BIIB (-$8.4M), DHI (-$6.4M), AMP (-$5.6M), ON (-$5.2M), GSY, SPY, REGN, FV.
- Sold out of its positions in MDRX, AEE, CHRW, CMI, DEO, DFSV, EPM, FTXG, ITW, Inovio Pharmaceuticals. IGF, VLUE, IEMG, MET, MAA, ROK, stock, Trinity Biotech, VEA, VNQ, VTV, WHR.
- Atwood & Palmer was a net buyer of stock by $17M.
- Atwood & Palmer has $1.3B in assets under management (AUM), dropping by 6.49%.
- Central Index Key (CIK): 0001044929
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Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 415 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Regeneron Pharmaceuticals (REGN) | 3.2 | $42M | 44k | 962.49 |
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| United Rentals (URI) | 3.1 | $41M | -27% | 57k | 721.10 |
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| Janus Detroit Str Tr (JAAA) | 3.0 | $40M | +10% | 792k | 50.74 |
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| Cdw (CDW) | 3.0 | $40M | 156k | 255.78 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.0 | $39M | +11% | 482k | 81.78 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $38M | +10% | 594k | 63.74 |
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| D.R. Horton (DHI) | 2.8 | $37M | -14% | 226k | 164.55 |
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| Alphabet Inc Class C cs (GOOG) | 2.8 | $37M | 243k | 152.26 |
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| Ameriprise Financial (AMP) | 2.7 | $36M | -13% | 81k | 438.44 |
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| Abbvie (ABBV) | 2.6 | $35M | 190k | 182.10 |
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| Leidos Holdings (LDOS) | 2.5 | $34M | +54% | 256k | 131.09 |
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| Fifth Third Ban (FITB) | 2.5 | $33M | 881k | 37.21 |
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| American Centy Etf Tr avantis emgmkt (AVEM) | 2.4 | $32M | +10% | 544k | 57.96 |
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| Thermo Fisher Scientific (TMO) | 2.4 | $31M | 54k | 581.20 |
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| Lockheed Martin Corporation (LMT) | 2.3 | $31M | 68k | 454.87 |
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| MasterCard Incorporated (MA) | 2.3 | $31M | 64k | 481.57 |
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| Palantir Technologies (PLTR) | 2.1 | $28M | 1.2M | 23.01 |
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| Hologic (HOLX) | 2.1 | $27M | +2% | 349k | 77.96 |
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| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 2.0 | $27M | 263k | 100.89 |
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| Cisco Systems (CSCO) | 2.0 | $26M | 519k | 49.91 |
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| Gilead Sciences (GILD) | 1.9 | $25M | +2% | 347k | 73.25 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.9 | $25M | +6% | 480k | 51.28 |
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| Paypal Holdings (PYPL) | 1.8 | $24M | 355k | 66.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $23M | +3% | 54k | 418.01 |
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| Draftkings (DKNG) | 1.7 | $22M | +2% | 490k | 45.41 |
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| Sony Corporation (SONY) | 1.7 | $22M | 259k | 85.74 |
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| Apple (AAPL) | 1.7 | $22M | 129k | 171.48 |
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| American Centy Etf Tr (AVIV) | 1.6 | $22M | +9% | 397k | 54.08 |
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| Ishares Ibonds Dec 2028 Term T (IBTI) | 1.5 | $20M | +12% | 927k | 21.93 |
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| ON Semiconductor (ON) | 1.5 | $20M | -20% | 273k | 73.55 |
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| Ishares Ibonds Dec 2029 Term T (IBTJ) | 1.5 | $20M | +12% | 927k | 21.50 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.4 | $19M | 242k | 77.31 |
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| Ishares Tr (IBTK) | 1.4 | $19M | +13% | 953k | 19.42 |
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| Generac Holdings (GNRC) | 1.4 | $19M | +2% | 147k | 126.14 |
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| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 1.3 | $18M | -2% | 309k | 57.23 |
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| Managed Portfolio Ser tortoise nram pi (TPYP) | 1.3 | $18M | +3% | 629k | 27.96 |
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| Lowe's Companies (LOW) | 1.3 | $17M | 67k | 254.73 |
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| Wal-Mart Stores (WMT) | 1.3 | $17M | +207% | 282k | 60.17 |
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| Goldman Sachs Etf Tr access hig yld (GHYB) | 1.3 | $17M | +2% | 379k | 44.23 |
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| Janus Detroit Str Tr (JBBB) | 1.2 | $16M | +5% | 321k | 48.89 |
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| United Therapeutics Corporation (UTHR) | 1.1 | $15M | +6% | 64k | 229.72 |
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| Garmin (GRMN) | 1.1 | $14M | +3% | 95k | 148.87 |
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| Ishares Tr int dev mom fc (IMTM) | 1.0 | $13M | 340k | 39.23 |
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| Goldman Sachs Etf Tr activebeta int (GSIE) | 1.0 | $13M | 386k | 34.29 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $13M | +14% | 199k | 65.86 |
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| Janus Detroit Str Tr (JSI) | 0.9 | $12M | +1689% | 239k | 51.63 |
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| L3harris Technologies (LHX) | 0.9 | $12M | +4% | 57k | 213.10 |
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| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.9 | $12M | 278k | 42.55 |
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| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.6 | $8.5M | +2025% | 176k | 48.25 |
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| Jack Henry & Associates (JKHY) | 0.5 | $7.1M | 41k | 173.73 |
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| Home Depot (HD) | 0.5 | $7.0M | 18k | 383.60 |
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| Becton, Dickinson and (BDX) | 0.5 | $6.6M | 27k | 247.45 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $5.9M | 46k | 129.35 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.9M | 25k | 158.19 |
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| Commerce Bancshares (CBSH) | 0.3 | $3.7M | -3% | 70k | 53.20 |
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| Procter & Gamble Company (PG) | 0.3 | $3.6M | -4% | 22k | 162.25 |
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| Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.6M | 24k | 150.93 |
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| Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.2 | $2.4M | -4% | 48k | 50.35 |
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| Pepsi (PEP) | 0.2 | $2.4M | 14k | 175.01 |
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| Colgate-Palmolive Company (CL) | 0.2 | $2.4M | -2% | 26k | 90.05 |
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| Goldman Sachs Etf Tr activebeta eme (GEM) | 0.2 | $2.4M | -4% | 76k | 31.34 |
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| Microsoft Corporation (MSFT) | 0.2 | $2.1M | +2% | 5.0k | 420.72 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | -5% | 17k | 116.24 |
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| Etf Opportunities Trust (VSLU) | 0.1 | $1.9M | +25% | 59k | 32.59 |
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| Amgen (AMGN) | 0.1 | $1.8M | 6.2k | 284.32 |
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| Paychex (PAYX) | 0.1 | $1.6M | 13k | 122.80 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $1.6M | 3.7k | 420.52 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | 7.4k | 200.30 |
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| Amazon (AMZN) | 0.1 | $1.4M | 7.6k | 180.38 |
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| Highwoods Properties (HIW) | 0.1 | $1.3M | 51k | 26.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 14k | 97.53 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.3M | -29% | 2.5k | 523.07 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.3M | 2.3k | 555.79 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | 1.7k | 732.63 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 3.4k | 366.43 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | -2% | 4.5k | 249.74 |
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| iShares S&P 500 Index (IVV) | 0.1 | $1.1M | -15% | 2.1k | 525.73 |
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| Hilltop Holdings (HTH) | 0.1 | $1.0M | 33k | 31.32 |
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| International Business Machines (IBM) | 0.1 | $1.0M | +3% | 5.3k | 190.96 |
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| NVIDIA Corporation (NVDA) | 0.1 | $998k | -8% | 1.1k | 903.32 |
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| iShares Lehman Short Treasury Bond (SHV) | 0.1 | $919k | 8.3k | 110.54 |
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| McDonald's Corporation (MCD) | 0.1 | $903k | +2% | 3.2k | 281.95 |
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| Saia (SAIA) | 0.1 | $878k | 1.5k | 585.00 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $837k | -13% | 2.5k | 337.05 |
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| Qualcomm (QCOM) | 0.1 | $817k | 4.8k | 169.30 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $816k | -29% | 7.1k | 115.30 |
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| U.S. Bancorp (USB) | 0.1 | $794k | 18k | 44.70 |
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| Chevron Corporation (CVX) | 0.1 | $789k | -3% | 5.0k | 157.74 |
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| Janus Short Duration (VNLA) | 0.1 | $780k | -24% | 16k | 48.50 |
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| First Trust Iv Enhanced Short (FTSM) | 0.1 | $774k | -30% | 13k | 59.62 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $745k | 3.0k | 247.77 |
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| Ishares Tr liquid inc etf (ICSH) | 0.1 | $743k | -4% | 15k | 50.56 |
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| PNC Financial Services (PNC) | 0.1 | $737k | 4.6k | 161.58 |
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| Coca-Cola Company (KO) | 0.1 | $736k | 12k | 61.18 |
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| Deere & Company (DE) | 0.1 | $726k | 1.8k | 410.74 |
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| Bristol Myers Squibb (BMY) | 0.1 | $723k | 13k | 54.23 |
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| Iron Mountain (IRM) | 0.1 | $662k | 8.3k | 80.21 |
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| Nextera Energy (NEE) | 0.0 | $627k | -6% | 9.8k | 63.91 |
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| Waste Management (WM) | 0.0 | $577k | 2.7k | 213.15 |
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| Janus Detroit Str Tr fund (JMBS) | 0.0 | $560k | -8% | 12k | 45.10 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $536k | 11k | 50.45 |
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| Facebook Inc cl a (META) | 0.0 | $532k | 1.1k | 485.58 |
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| Heartland Financial USA (HTLF) | 0.0 | $510k | 15k | 35.15 |
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| Emerson Electric (EMR) | 0.0 | $498k | 4.4k | 113.41 |
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| Intel Corporation (INTC) | 0.0 | $495k | +2% | 11k | 44.17 |
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| Broadcom (AVGO) | 0.0 | $486k | +3% | 367.00 | 1325.41 |
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| American Electric Power Company (AEP) | 0.0 | $474k | 5.5k | 86.10 |
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| Bank of America Corporation (BAC) | 0.0 | $461k | 12k | 37.92 |
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| Carrier Global Corporation (CARR) | 0.0 | $454k | 7.8k | 58.13 |
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| Pfizer (PFE) | 0.0 | $452k | -20% | 16k | 27.75 |
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| Oracle Corporation (ORCL) | 0.0 | $450k | +6% | 3.6k | 125.61 |
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| Philip Morris International (PM) | 0.0 | $434k | 4.7k | 91.62 |
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| Fortune Brands (FBIN) | 0.0 | $430k | 5.1k | 84.67 |
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| CVS Caremark Corporation (CVS) | 0.0 | $419k | 5.3k | 79.76 |
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| UnitedHealth (UNH) | 0.0 | $408k | +4% | 825.00 | 494.70 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $400k | 4.0k | 99.27 |
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| Eli Lilly & Co. (LLY) | 0.0 | $396k | +2% | 509.00 | 777.96 |
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| Regions Financial Corporation (RF) | 0.0 | $389k | 19k | 21.04 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $388k | -42% | 3.0k | 129.46 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $367k | 2.2k | 169.21 |
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| Wells Fargo & Company (WFC) | 0.0 | $343k | -37% | 5.9k | 57.96 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $338k | 1.3k | 259.90 |
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| Arista Networks (ANET) | 0.0 | $331k | 1.1k | 289.98 |
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| UMB Financial Corporation (UMBF) | 0.0 | $329k | 3.8k | 86.99 |
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| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $317k | -76% | 6.4k | 49.89 |
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| Moody's Corporation (MCO) | 0.0 | $314k | 800.00 | 393.03 |
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| Tesla Motors (TSLA) | 0.0 | $301k | 1.7k | 175.79 |
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| Ecolab (ECL) | 0.0 | $277k | 1.2k | 230.90 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $261k | 4.0k | 64.99 |
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| Honeywell International (HON) | 0.0 | $258k | -3% | 1.3k | 205.25 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $258k | +218% | 4.2k | 60.74 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $257k | 463.00 | 555.80 |
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| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $252k | 4.9k | 51.50 |
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| TJX Companies (TJX) | 0.0 | $249k | +2% | 2.5k | 101.42 |
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| Sempra Energy (SRE) | 0.0 | $237k | 3.3k | 71.83 |
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| Union Pacific Corporation (UNP) | 0.0 | $227k | 922.00 | 245.93 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $221k | 1.2k | 179.11 |
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| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $220k | +143% | 1.2k | 190.68 |
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| Laboratory Corp. of America Holdings (LH) | 0.0 | $220k | 1.0k | 218.46 |
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| Axon Enterprise (AXON) | 0.0 | $219k | 700.00 | 312.88 |
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| Trane Technologies (TT) | 0.0 | $213k | 710.00 | 300.20 |
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| Invesco Variable Rate Preferred Etf etf (VRP) | 0.0 | $213k | -8% | 9.0k | 23.77 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $212k | 2.4k | 88.17 |
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| Altria (MO) | 0.0 | $211k | 4.8k | 43.62 |
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| Visa (V) | 0.0 | $210k | +4% | 754.00 | 279.08 |
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| First Trust DJ Internet Index Fund (FDN) | 0.0 | $210k | -15% | 1.0k | 205.09 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $209k | 5.1k | 41.08 |
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| Walt Disney Company (DIS) | 0.0 | $197k | 1.6k | 122.36 |
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| First Trust Ind/Prod AlphaDEX (FXR) | 0.0 | $196k | -15% | 2.7k | 72.96 |
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| Enterprise Products Partners (EPD) | 0.0 | $196k | 6.7k | 29.18 |
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| Digital World Acquisition (DJTWW) | 0.0 | $195k | +16% | 7.1k | 27.40 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $189k | 3.8k | 50.10 |
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| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $184k | -14% | 2.9k | 64.54 |
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| Abbott Laboratories (ABT) | 0.0 | $175k | -54% | 1.5k | 113.66 |
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| SPDR S&P Dividend (SDY) | 0.0 | $171k | 1.3k | 131.24 |
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| Arch Capital Group (ACGL) | 0.0 | $166k | 1.8k | 92.44 |
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| Curtiss-Wright (CW) | 0.0 | $166k | 648.00 | 255.94 |
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| Fiserv (FI) | 0.0 | $160k | 1.0k | 159.82 |
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| Vanguard Growth ETF (VUG) | 0.0 | $158k | -48% | 460.00 | 344.20 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $154k | 2.1k | 74.22 |
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| Flowers Foods (FLO) | 0.0 | $151k | 6.4k | 23.75 |
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| salesforce (CRM) | 0.0 | $150k | +3% | 499.00 | 301.18 |
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| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $145k | 1.1k | 134.82 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $143k | -4% | 1.3k | 110.52 |
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| Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) | 0.0 | $141k | 6.2k | 22.95 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $139k | 556.00 | 250.04 |
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| First Tr Exchange Traded Fd nasdq semcndtr (FTXL) | 0.0 | $138k | -23% | 1.5k | 90.54 |
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| ConocoPhillips (COP) | 0.0 | $137k | +3% | 1.1k | 127.28 |
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| Post Holdings Inc Common (POST) | 0.0 | $135k | 1.3k | 106.28 |
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| Travelers Companies (TRV) | 0.0 | $132k | 573.00 | 230.14 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $131k | 1.3k | 102.79 |
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| Duke Energy (DUK) | 0.0 | $130k | -2% | 1.3k | 96.71 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $129k | 403.00 | 320.59 |
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| First Trust Health Care AlphaDEX (FXH) | 0.0 | $120k | 1.1k | 109.59 |
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| Inv Bulletshs 2024 Etf etf/closed end- (BSJO) | 0.0 | $119k | 5.3k | 22.73 |
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| Linde (LIN) | 0.0 | $111k | +35% | 239.00 | 464.32 |
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| Eastman Chemical Company (EMN) | 0.0 | $110k | 1.1k | 100.22 |
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| Energizer Holdings (ENR) | 0.0 | $110k | 3.7k | 29.44 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $106k | 3.3k | 32.23 |
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| iShares Russell 2000 Value Index (IWN) | 0.0 | $102k | 639.00 | 158.81 |
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| iShares Russell 2000 Index (IWM) | 0.0 | $101k | 480.00 | 210.30 |
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| Discover Financial Services (DFS) | 0.0 | $100k | 764.00 | 131.09 |
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| General Electric (GE) | 0.0 | $100k | 569.00 | 175.53 |
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| Enterprise Financial Services (EFSC) | 0.0 | $100k | 2.5k | 40.56 |
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| Danaher Corporation (DHR) | 0.0 | $99k | -7% | 395.00 | 249.72 |
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| Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) | 0.0 | $97k | 4.2k | 23.18 |
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| Merck & Co (MRK) | 0.0 | $96k | +25% | 730.00 | 131.95 |
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| Masterbrand Inc-w/i (MBC) | 0.0 | $95k | 5.1k | 18.74 |
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| Bellring Brands (BRBR) | 0.0 | $95k | 1.6k | 59.03 |
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| American Tower Reit (AMT) | 0.0 | $90k | 453.00 | 197.59 |
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| Sealed Air (SEE) | 0.0 | $89k | 2.4k | 37.20 |
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| BP (BP) | 0.0 | $89k | 2.4k | 37.68 |
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| Edwards Lifesciences (EW) | 0.0 | $87k | 912.00 | 95.56 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $86k | 658.00 | 130.70 |
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| O'reilly Automotive (ORLY) | 0.0 | $86k | 76.00 | 1128.88 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $83k | 164.00 | 504.60 |
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| Callaway Golf Company (MODG) | 0.0 | $81k | 5.0k | 16.17 |
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| Palo Alto Networks (PANW) | 0.0 | $78k | 273.00 | 284.13 |
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| Uber Technologies (UBER) | 0.0 | $77k | 1.0k | 76.99 |
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| Dex (DXCM) | 0.0 | $73k | +4% | 523.00 | 138.70 |
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| Intuitive Surgical (ISRG) | 0.0 | $68k | 171.00 | 399.09 |
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| Medtronic (MDT) | 0.0 | $68k | 775.00 | 87.15 |
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| Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.0 | $64k | 3.2k | 20.43 |
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| Dow (DOW) | 0.0 | $64k | 1.1k | 57.93 |
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| Bsco etf (BSCO) | 0.0 | $63k | 3.0k | 20.97 |
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| Palomar Hldgs (PLMR) | 0.0 | $63k | +66% | 750.00 | 83.83 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $61k | -20% | 358.00 | 169.37 |
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| Moderna (MRNA) | 0.0 | $53k | 500.00 | 106.56 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $53k | 460.00 | 114.14 |
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| Novo Nordisk A/S (NVO) | 0.0 | $51k | 400.00 | 128.40 |
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| Texas Capital Bancshares (TCBI) | 0.0 | $49k | 800.00 | 61.55 |
|
|
| Dominion Resources (D) | 0.0 | $49k | 1.0k | 49.19 |
|
|
| Newmark Group (NMRK) | 0.0 | $47k | 4.3k | 11.09 |
|
|
| Quanta Services (PWR) | 0.0 | $46k | 178.00 | 259.80 |
|
|
| Evergy (EVRG) | 0.0 | $46k | 855.00 | 53.38 |
|
|
| General Mills (GIS) | 0.0 | $46k | 650.00 | 69.97 |
|
|
| Intuit (INTU) | 0.0 | $45k | +2% | 69.00 | 650.00 |
|
| First Tr Exchange Traded Fd nasdaq transn (FTXR) | 0.0 | $45k | 1.4k | 32.21 |
|
|
| Tyler Technologies (TYL) | 0.0 | $44k | +4% | 104.00 | 425.02 |
|
| Mondelez Int (MDLZ) | 0.0 | $44k | 629.00 | 70.00 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $43k | 261.00 | 163.22 |
|
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $42k | 1.4k | 29.77 |
|
|
| Elbit Systems (ESLT) | 0.0 | $42k | 200.00 | 210.23 |
|
|
| Intra Cellular Therapies (ITCI) | 0.0 | $42k | 600.00 | 69.20 |
|
|
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $41k | 150.00 | 270.80 |
|
|
| Fortrea Hldgs (FTRE) | 0.0 | $40k | 1.0k | 40.14 |
|
|
| Nucor Corporation (NUE) | 0.0 | $40k | 200.00 | 197.90 |
|
|
| Corteva (CTVA) | 0.0 | $39k | 679.00 | 57.67 |
|
|
| Edgewell Pers Care (EPC) | 0.0 | $39k | 1.0k | 38.64 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $38k | 351.00 | 108.32 |
|
|
| InvenTrust Properties Corp (IVT) | 0.0 | $38k | 1.5k | 25.71 |
|
|
| AutoZone (AZO) | 0.0 | $38k | 12.00 | 3151.67 |
|
|
| Doubleline Total Etf etf (TOTL) | 0.0 | $37k | 922.00 | 40.05 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $37k | 140.00 | 262.50 |
|
|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $37k | 400.00 | 91.80 |
|
|
| Allstate Corporation (ALL) | 0.0 | $35k | 200.00 | 173.01 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $34k | 448.00 | 76.75 |
|
|
| Goldman Sachs (GS) | 0.0 | $34k | +6% | 82.00 | 417.70 |
|
| Fortinet (FTNT) | 0.0 | $34k | 500.00 | 68.31 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $34k | 200.00 | 170.69 |
|
|
| Nike (NKE) | 0.0 | $34k | 362.00 | 94.06 |
|
|
| Chubb (CB) | 0.0 | $34k | -43% | 130.00 | 259.13 |
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $34k | 778.00 | 43.04 |
|
|
| Euronet Worldwide (EEFT) | 0.0 | $33k | 300.00 | 109.93 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $33k | 121.00 | 270.52 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $33k | 1.5k | 21.69 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $32k | 11.00 | 2906.82 |
|
|
| Delphi Automotive Inc international (APTV) | 0.0 | $31k | -99% | 388.00 | 79.55 |
|
| Motorola Solutions (MSI) | 0.0 | $30k | 85.00 | 354.99 |
|
|
| Accenture (ACN) | 0.0 | $30k | +214% | 85.00 | 346.61 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $29k | 61.00 | 478.98 |
|
|
| Prologis (PLD) | 0.0 | $29k | 222.00 | 130.22 |
|
|
| Deciphera Pharmaceuticals (DCPH) | 0.0 | $29k | 1.8k | 15.73 |
|
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $28k | 300.00 | 94.66 |
|
|
| H&R Block (HRB) | 0.0 | $28k | 570.00 | 49.11 |
|
|
| Schlumberger (SLB) | 0.0 | $28k | 509.00 | 54.81 |
|
|
| Cardinal Health (CAH) | 0.0 | $28k | 247.00 | 111.90 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $27k | +80% | 315.00 | 85.86 |
|
| Eaton (ETN) | 0.0 | $27k | +142% | 85.00 | 312.68 |
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $27k | NEW | 840.00 | 31.62 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $26k | 410.00 | 62.81 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $25k | 720.00 | 34.30 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $25k | 500.00 | 48.96 |
|
|
| Simon Property (SPG) | 0.0 | $24k | 155.00 | 156.49 |
|
|
| Getty Realty (GTY) | 0.0 | $24k | 879.00 | 27.35 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $23k | 86.00 | 261.72 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $23k | +179% | 109.00 | 205.98 |
|
| First Tr Exchange Traded Fd nasdq oil gas (FTXN) | 0.0 | $22k | 680.00 | 32.30 |
|
|
| BlackRock (BLK) | 0.0 | $22k | +160% | 26.00 | 833.73 |
|
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $22k | 501.00 | 43.10 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $21k | 200.00 | 105.83 |
|
|
| Columbia India Consumer Etf etp (INCO) | 0.0 | $21k | 330.00 | 64.01 |
|
|
| Consolidated Edison (ED) | 0.0 | $21k | -83% | 232.00 | 90.81 |
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $21k | 40.00 | 524.35 |
|
|
| Shake Shack Inc cl a (SHAK) | 0.0 | $21k | 200.00 | 104.03 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $21k | 113.00 | 182.61 |
|
|
| Adams Express Company (ADX) | 0.0 | $21k | 1.1k | 19.52 |
|
|
| Apa Corporation (APA) | 0.0 | $21k | 600.00 | 34.38 |
|
|
| Anthem (ELV) | 0.0 | $19k | 37.00 | 518.54 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $19k | 207.00 | 91.39 |
|
|
| Brp Group (BRP) | 0.0 | $18k | 630.00 | 28.94 |
|
|
| RPM International (RPM) | 0.0 | $18k | 150.00 | 118.95 |
|
|
| Progressive Corporation (PGR) | 0.0 | $17k | 84.00 | 206.82 |
|
|
| Gfl Environmental Inc sub vtg (GFL) | 0.0 | $17k | 500.00 | 34.50 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $17k | 189.00 | 90.91 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $17k | +6% | 247.00 | 67.04 |
|
| Airbnb (ABNB) | 0.0 | $17k | 100.00 | 164.96 |
|
|
| Embecta Corporation (EMBC) | 0.0 | $16k | -2% | 1.2k | 13.27 |
|
| Transocean (RIG) | 0.0 | $16k | 2.5k | 6.28 |
|
|
| Applied Materials (AMAT) | 0.0 | $16k | NEW | 75.00 | 206.24 |
|
| Verizon Communications (VZ) | 0.0 | $15k | -84% | 362.00 | 41.96 |
|
| Comcast Corporation (CMCSA) | 0.0 | $15k | 345.00 | 43.35 |
|
|
| Banc Of California (BANC) | 0.0 | $14k | +39% | 918.00 | 15.21 |
|
| AstraZeneca (AZN) | 0.0 | $14k | 200.00 | 67.75 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $13k | 50.00 | 263.90 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $13k | 100.00 | 131.37 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $13k | 25.00 | 522.88 |
|
|
| First Solar (FSLR) | 0.0 | $13k | 75.00 | 168.80 |
|
|
| John Hancock Exchange Traded multifactor mi (JHMM) | 0.0 | $12k | NEW | 216.00 | 57.38 |
|
| Constellation Energy (CEG) | 0.0 | $12k | 66.00 | 184.86 |
|
|
| American Express Company (AXP) | 0.0 | $12k | +126% | 52.00 | 227.69 |
|
| First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $12k | 75.00 | 153.77 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $12k | -43% | 200.00 | 57.62 |
|
| Textron (TXT) | 0.0 | $12k | 120.00 | 95.93 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $11k | 400.00 | 28.49 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $11k | NEW | 82.00 | 136.06 |
|
| Phillips 66 (PSX) | 0.0 | $11k | +6300% | 64.00 | 163.34 |
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $9.5k | 30.00 | 317.73 |
|
|
| Exelon Corporation (EXC) | 0.0 | $9.2k | 246.00 | 37.57 |
|
|
| Republic Services (RSG) | 0.0 | $9.2k | NEW | 48.00 | 191.46 |
|
| Mannkind (MNKD) | 0.0 | $9.1k | 2.0k | 4.53 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $8.9k | 100.00 | 88.92 |
|
|
| Veralto Corp (VLTO) | 0.0 | $8.9k | -9% | 100.00 | 88.66 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $8.8k | NEW | 225.00 | 38.98 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $8.7k | 50.00 | 174.22 |
|
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $8.7k | 400.00 | 21.76 |
|
|
| Ishares Tr ibnd dec25 etf (IBDQ) | 0.0 | $8.7k | NEW | 350.00 | 24.81 |
|
| Principal Financial (PFG) | 0.0 | $8.6k | 100.00 | 86.31 |
|
|
| Murphy Oil Corporation (MUR) | 0.0 | $8.5k | NEW | 185.00 | 45.70 |
|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $8.3k | NEW | 88.00 | 94.62 |
|
| Morgan Stanley (MS) | 0.0 | $8.0k | 85.00 | 94.16 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $8.0k | 4.0k | 2.00 |
|
|
| Cargo Therapeutics (CRGX) | 0.0 | $7.8k | 350.00 | 22.32 |
|
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $7.7k | NEW | 275.00 | 28.04 |
|
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $7.6k | 25.00 | 304.72 |
|
|
| Cme (CME) | 0.0 | $7.5k | 35.00 | 215.31 |
|
|
| First Business Financial Services (FBIZ) | 0.0 | $7.5k | 200.00 | 37.50 |
|
|
| Douglas Emmett (DEI) | 0.0 | $6.9k | 500.00 | 13.87 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $6.8k | 104.00 | 65.33 |
|
|
| Target Corporation (TGT) | 0.0 | $6.6k | -39% | 37.00 | 177.22 |
|
| Toyota Motor Corporation (TM) | 0.0 | $6.3k | NEW | 25.00 | 251.68 |
|
| W.W. Grainger (GWW) | 0.0 | $6.1k | 6.00 | 1017.33 |
|
|
| Capitol Federal Financial (CFFN) | 0.0 | $6.0k | 1.0k | 5.96 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $5.8k | +342% | 84.00 | 68.50 |
|
| Highpeak Energy (HPK) | 0.0 | $5.1k | 325.00 | 15.77 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $5.0k | 106.00 | 47.03 |
|
|
| Regional Management (RM) | 0.0 | $4.8k | 200.00 | 24.21 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $4.8k | 10.00 | 478.70 |
|
|
| Roper Industries (ROP) | 0.0 | $4.5k | NEW | 8.00 | 560.88 |
|
| Viatris (VTRS) | 0.0 | $4.2k | 352.00 | 11.94 |
|
|
| Seagate Technology (STX) | 0.0 | $4.1k | 44.00 | 93.07 |
|
|
| Total (TTE) | 0.0 | $4.0k | NEW | 58.00 | 68.84 |
|
| S&p Global (SPGI) | 0.0 | $3.8k | 9.00 | 425.56 |
|
|
| Te Connectivity Ltd for (TEL) | 0.0 | $3.8k | 26.00 | 145.27 |
|
|
| LSB Industries (LXU) | 0.0 | $3.7k | 423.00 | 8.78 |
|
|
| Penn National Gaming (PENN) | 0.0 | $3.6k | 200.00 | 18.21 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $3.5k | 223.00 | 15.73 |
|
|
| Tmc The Metals Company (TMC) | 0.0 | $3.4k | 2.4k | 1.43 |
|
|
| EQT Corporation (EQT) | 0.0 | $3.3k | 89.00 | 37.08 |
|
|
| Workday Inc cl a (WDAY) | 0.0 | $3.3k | NEW | 12.00 | 272.75 |
|
| Shopify Inc cl a (SHOP) | 0.0 | $3.1k | 40.00 | 77.17 |
|
|
| United Parcel Service (UPS) | 0.0 | $3.0k | -61% | 20.00 | 148.65 |
|
| Cigna Corp (CI) | 0.0 | $2.9k | -87% | 8.00 | 363.25 |
|
| FedEx Corporation (FDX) | 0.0 | $2.9k | NEW | 10.00 | 289.80 |
|
| EOG Resources (EOG) | 0.0 | $2.8k | NEW | 22.00 | 127.86 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $2.7k | NEW | 28.00 | 98.11 |
|
| American Homes 4 Rent-a reit (AMH) | 0.0 | $2.7k | 73.00 | 36.78 |
|
|
| Roblox Corp (RBLX) | 0.0 | $2.7k | 70.00 | 38.19 |
|
|
| Ralph Lauren Corp (RL) | 0.0 | $2.6k | NEW | 14.00 | 187.79 |
|
| Ingersoll Rand (IR) | 0.0 | $2.6k | +170% | 27.00 | 94.96 |
|
| Equinix (EQIX) | 0.0 | $2.5k | 3.00 | 825.33 |
|
|
| Tyson Foods (TSN) | 0.0 | $2.5k | 42.00 | 58.74 |
|
|
| Delta Air Lines (DAL) | 0.0 | $2.4k | 50.00 | 47.88 |
|
|
| Autodesk (ADSK) | 0.0 | $2.3k | 9.00 | 260.44 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $2.3k | 16.00 | 145.69 |
|
|
| Oddity Tech Cl A Ord (ODD) | 0.0 | $2.2k | -33% | 50.00 | 43.46 |
|
| Etf Ser Solutions aam lw dur p (PFLD) | 0.0 | $2.1k | 100.00 | 21.15 |
|
|
| Unilever (UL) | 0.0 | $2.1k | 42.00 | 50.19 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $2.1k | NEW | 25.00 | 84.12 |
|
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $1.9k | 100.00 | 19.28 |
|
|
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $1.9k | NEW | 15.00 | 128.20 |
|
| 3M Company (MMM) | 0.0 | $1.9k | -84% | 18.00 | 106.11 |
|
| United Natural Foods (UNFI) | 0.0 | $1.9k | -35% | 165.00 | 11.49 |
|
| Ametek (AME) | 0.0 | $1.8k | NEW | 10.00 | 182.90 |
|
| Envirotech Vehicles (EVTV) | 0.0 | $1.8k | 650.00 | 2.70 |
|
|
| 0.0 | $1.7k | NEW | 35.00 | 49.34 |
|
|
| AmerisourceBergen (COR) | 0.0 | $1.7k | NEW | 7.00 | 243.00 |
|
| Molina Healthcare (MOH) | 0.0 | $1.6k | NEW | 4.00 | 411.00 |
|
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $1.6k | NEW | 11.00 | 148.45 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.6k | 9.00 | 180.56 |
|
|
| Biogen Idec (BIIB) | 0.0 | $1.6k | -99% | 8.00 | 202.25 |
|
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $1.5k | 30.00 | 50.10 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $1.4k | 500.00 | 2.86 |
|
|
| Diamondback Energy (FANG) | 0.0 | $1.4k | NEW | 7.00 | 198.29 |
|
| Constellation Brands (STZ) | 0.0 | $1.4k | 5.00 | 271.80 |
|
|
| Darden Restaurants (DRI) | 0.0 | $1.3k | NEW | 8.00 | 167.25 |
|
| Service Corporation International (SCI) | 0.0 | $1.3k | NEW | 18.00 | 74.22 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.2k | NEW | 1.00 | 1232.00 |
|
| Stryker Corporation (SYK) | 0.0 | $1.1k | -92% | 3.00 | 358.00 |
|
| Hess (HES) | 0.0 | $1.1k | NEW | 7.00 | 152.71 |
|
| Timken Company (TKR) | 0.0 | $1.1k | NEW | 12.00 | 87.50 |
|
| First Tr Exchange Traded Fd dorsey wright (IFV) | 0.0 | $1.0k | -16% | 50.00 | 20.00 |
|
| Asml Holding (ASML) | 0.0 | $971.000000 | 1.00 | 971.00 |
|
|
| Netflix (NFLX) | 0.0 | $922.000000 | 2.00 | 461.00 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $878.000000 | +100% | 4.00 | 219.50 |
|
| Nio Inc spon ads (NIO) | 0.0 | $788.007500 | 175.00 | 4.50 |
|
|
| Wingstop (WING) | 0.0 | $733.000000 | 2.00 | 366.50 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $724.000000 | NEW | 10.00 | 72.40 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $690.000000 | 5.00 | 138.00 |
|
|
| Neuronetics (STIM) | 0.0 | $476.000000 | 100.00 | 4.76 |
|
|
| International Paper Company (IP) | 0.0 | $391.000000 | 10.00 | 39.10 |
|
|
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $358.000000 | 4.00 | 89.50 |
|
|
| Inovio Pharmaceuticals (INO) | 0.0 | $250.000200 | NEW | 18.00 | 13.89 |
|
| 3D Systems Corporation (DDD) | 0.0 | $222.000000 | 50.00 | 4.44 |
|
|
| Nutex Health (NUTX) | 0.0 | $192.000000 | 2.0k | 0.10 |
|
|
| Southwest Airlines (LUV) | 0.0 | $146.000000 | NEW | 5.00 | 29.20 |
|
| Tor Dom Bk Cad (TD) | 0.0 | $121.000000 | 2.00 | 60.50 |
|
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $106.000000 | 1.00 | 106.00 |
|
|
| Merchants Bancorp Ind (MBIN) | 0.0 | $44.000000 | 1.00 | 44.00 |
|
|
| Trinity Biotech | 0.0 | $41.000000 | NEW | 20.00 | 2.05 |
|
| Gamida Cell (GMDA) | 0.0 | $37.000000 | 1.0k | 0.04 |
|
|
| Asana (ASAN) | 0.0 | $31.000000 | 2.00 | 15.50 |
|
|
| Tilray (TLRY) | 0.0 | $10.000000 | 4.00 | 2.50 |
|
|
| Canopy Growth CORP (CGC) | 0.0 | $9.000000 | 1.00 | 9.00 |
|
|
| Workhorse Group Inc ordinary shares (WKHS) | 0.0 | $4.000500 | 15.00 | 0.27 |
|
Past Filings by Atwood & Palmer
SEC 13F filings are viewable for Atwood & Palmer going back to 2011
- 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
- Atwood & Palmer 2021 Q3 restated filed Oct. 29, 2021
- Atwood & Palmer 2021 Q3 filed Oct. 19, 2021
- Atwood & Palmer 2021 Q2 filed July 26, 2021
- Atwood & Palmer 2021 Q1 filed April 26, 2021
- Atwood & Palmer 2020 Q4 filed Feb. 4, 2021
- Atwood & Palmer 2020 Q3 filed Oct. 28, 2020