Atwood & Palmer

Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:

Companies in the Atwood & Palmer portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
First Tr Exchange Traded Fd dorsey wright 6.96 +86% 2.26M 19.64
Cdw 4.46 454908 62.53
Lockheed Martin Corporation (LMT) 3.72 85434 277.61
PNC Financial Services (PNC) 3.67 +3% 187352 124.87
Cisco Systems (CSCO) 3.63 739076 31.30
Nxp Semiconductors N V 3.50 -24% 203810 109.45
MasterCard Incorporated (MA) 3.49 183254 121.45
Celgene Corporation (CELG) 3.41 +3% 167170 129.87
Intel Corporation (INTC) 3.13 591951 33.74
Thermo Fisher Scientific (TMO) 3.10 113077 174.47
Ubs Ag London Brh velocityshs tail 3.02 +2% 926595 20.77
Delphi Automotive Plc shs 2.85 207435 87.65
Ameriprise Financial (AMP) 2.84 142361 127.29
Alphabet Inc Class C cs 2.84 19938 908.77
Fifth Third Ban (FITB) 2.76 677190 25.96
Apple (AAPL) 2.71 119778 144.02
Ebix (EBIX) 2.62 +3% 309431 53.90
CVS Caremark Corporation (CVS) 2.55 +3% 202360 80.46
Gilead Sciences (GILD) 2.55 229542 70.78
Powershares Etf Tr Ii var rate pfd por 2.22 +3% 542034 26.16
Alerian Mlp Etf(amlp) 1.97 +2% 1.05M 11.96
Claymore Exchange Trd Fd Tr gug blt2018 hy 1.74 436992 25.39
Becton, Dickinson and (BDX) 1.60 52364 195.11
LKQ Corporation (LKQX) 1.50 +4% 289530 32.95
Claymore Exchange Trd Fd Tr gug bull2018 e 1.49 447808 21.25
Claymore Exchange Trd Fd Tr gug bull2019 e 1.28 383419 21.26
Claymore Exchange Trd Fd Tr gug bul 2019 hy 1.27 328602 24.66
Alphabet Inc Class A cs 1.20 8233 929.67
Claymore Exchange Trd Fd Tr gug bull2020 e 0.98 +2% 291226 21.48
United Rentals (URI) 0.97 NEW 54960 112.72
Guggenheim Bulletshares 2020 H mf 0.90 +2% 230892 24.85
Unum (UNM) 0.87 NEW 118765 46.63
ON Semiconductor (ONNN) 0.82 NEW 372200 14.04
Jack Henry & Associates (JKHY) 0.79 48506 103.86
Kimberly-Clark Corporation (KMB) 0.78 38275 129.12
Claymore Etf gug blt2017 hy 0.74 -44% 183048 25.72
Highwoods Properties (HIW) 0.69 -2% 86711 50.71
Johnson & Johnson (JNJ) 0.64 +3% 30674 132.29
Exxon Mobil Corporation (XOM) 0.62 +2% 48650 80.74
Clyme US Cptl Mkts Mco Trm Fxd Idx (ULQ) 0.60 +13% 75930 50.30
Colgate-Palmolive Company (CL) 0.48 +5% 41400 74.13
Home Depot (HD) 0.45 18549 153.38
First Tr Exchange Traded Fd dorsey wrt 5 etf 0.44 +3% 113818 24.83
U.S. Ban (USB) 0.36 +6% 44683 51.92
Procter & Gamble Company (PG) 0.35 +4% 25636 87.14
Claymore Exchange-traded Fd gugg crp bd 2017 0.34 -69% 95330 22.61
First Trust DJ Internet Index Fund (FDN) 0.33 +4% 21895 94.72
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.31 +4% 31740 62.38
Amgen (AMGN) 0.30 11181 172.26
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.29 -3% 17780 105.29
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.29 -4% 59675 30.63
First Trust Ind/Prod AlphaDEX Fd (FXR) 0.29 +4% 52595 35.36
First Trust Utilities AlphaDEX Fnd (FXU) 0.28 +5% 65495 27.16
First Tr Exchange Traded Fd nasdaq bk etf 0.28 +5% 67975 26.44
SPDR S&P; 500 ETF (SPY) 0.26 6772 241.73
Wells Fargo & Company (WFC) 0.25 +26% 28894 55.41
Pepsi (PEP) 0.23 +5% 12780 115.49
Automatic Data Processing (ADP) 0.22 13799 102.47
United Technologies Corporation (UTX) 0.22 +12% 11365 122.13
Altria (MO) 0.21 +2% 18400 74.46
International Business Machines (IBM) 0.21 +19% 8760 153.88
Philip Morris International (PM) 0.21 +4% 11200 117.41
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.21 +8% 63725 21.29
Commerce Bancshares (CBSH) 0.16 -7% 18437 56.84
JPMorgan Chase & Co. (JPM) 0.15 +44% 10191 91.36
Discover Financial Services (DFS) 0.13 13550 62.21
General Electric Company (GE) 0.12 -93% 28530 27.02
Bristol Myers Squibb (BMY) 0.12 13370 55.72
Paychex (PAYX) 0.12 -3% 12887 56.96
Nextera Energy Inc C om 0.12 +14% 5409 140.14
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.12 -7% 14275 52.19
Claymore Exchange Trd Fd Tr 2021 hg yld cb 0.12 30875 25.17
Berkshire Hathaway (BRK.B) 0.11 4226 169.43
Pfizer (PFE) 0.11 -2% 21470 33.58
Cerner Corporation (CERN) 0.11 +2% 11001 66.45
Oracle Corporation (ORCL) 0.11 +7% 14005 50.12
Industries N shs - a - 0.11 -95% 8099 84.33
Coca-Cola Company (KO) 0.10 +16% 13676 44.82
Opko Health (OPK) 0.10 100000 6.58
Chevron Corporation (CVX) 0.09 5750 104.35
UMB Financial Corporation (UMBF) 0.09 +2114% 7750 74.84
Microsoft Corporation (MSFT) 0.08 +22% 7081 68.92
Vanguard Mid-Cap ETF (VO) 0.08 +385% 3527 142.61
McDonald's Corporation (MCD) 0.07 2729 153.17
Merck & Co (MRK) 0.07 +12% 6624 64.16
Sempra Energy (SRE) 0.07 4000 112.75
Amazon (AMZN) 0.07 431 967.52
Vanguard Total Stock Market ETF (VTI) 0.07 -13% 3743 124.50
Vanguard REIT ETF (VNQ) 0.07 +5200% 5300 83.21
Facebook Inc cl a 0.07 2968 150.94
Edgewell Pers Care 0.07 5750 76.00
Parker-Hannifin Corporation (PH) 0.06 2250 160.00
American Electric Power Company (AEP) 0.06 -6% 5800 69.48
iShares Russell 2000 Index (IWM) 0.06 -29% 2929 141.00
PacWest Ban (PACW) 0.06 -6% 7750 46.71
Fortune Brands 0.06 5400 65.19
Walgreen Boots Alliance 0.06 5000 78.40
BP (BP) 0.05 +42% 9830 34.69
Bank of America Corporation (BAC) 0.05 +3% 13482 24.25
Caterpillar (CAT) 0.05 2740 107.30
Union Pacific Corporation (UNP) 0.05 +213% 3012 108.90
Dow Chemical Company (DOW) 0.05 5300 63.02
Emerson Electric (EMR) 0.05 5075 59.70
Allstate Corporation (ALL) 0.05 3350 88.36
Honeywell International (HON) 0.05 +2% 2300 133.48
Enterprise Products Partners 0.05 11200 27.05
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.05 3000 106.67
Abbvie 0.05 +120% 4750 72.42
Medtronic 0.05 3500 88.86
Abbott Laboratories (ABT) 0.04 +76% 5770 48.53
3M Company (MMM) 0.04 1246 207.87
Regions Financial Corporation (RF) 0.04 18500 14.65
Koninklijke Philips Electronics NV (PHG) 0.04 6516 35.76
Raytheon Company (RTN) 0.04 1500 161.33
Deere & Company (DE) 0.04 2250 123.56
QUALCOMM (QCOM) 0.04 4800 55.21
ABB (ABB) 0.04 9000 24.89
CHECK POINT SOFTWARE Technolog Com Stk 0.04 2126 109.13
Vanguard Small-Cap ETF (VB) 0.04 NEW 1700 135.29
Energizer Holdings 0.04 5387 48.08
Comcast Corporation (CMCSA) 0.03 4928 38.96
Walt Disney Company (DIS) 0.03 1987 106.19
McKesson Corporation (MCK) 0.03 NEW 1000 165.00
General Mills (GIS) 0.03 3136 55.48
Praxair (PX) 0.03 1500 132.67
Weyerhaeuser Company (WY) 0.03 6296 33.51
Biogen Idec (BIIB) 0.03 700 271.43
TJX Companies (TJX) 0.03 2650 72.08
General Dynamics Corporation (GD) 0.03 NEW 1000 198.00
Novo Nordisk A/S (NVO) 0.03 -86% 5050 42.97
SPDR Gold Trust (GLD) 0.03 1366 117.86
Monmouth R.E. Inv (MNRTA) 0.03 12780 15.02
Capitol Federal Financial (CFFND) 0.03 11263 14.21
Kinder Morgan Inc. 0.03 +391% 11611 19.12
Halyard Health 0.03 4881 39.34
Ecolab (ECL) 0.02 +2% 892 132.29
Consolidated Edison (ED) 0.02 1813 81.08
Dominion Resources (D) 0.02 1367 76.81
H&R; Block (HRB) 0.02 -11% 3650 30.96
Northrop Grumman Corporation (NOC) 0.02 400 257.50
AFLAC Incorporated (AFL) 0.02 +320% 1312 77.74
Verizon Communications (VZ) 0.02 2667 44.62
Laboratory Corp. of America Holdings (LH) 0.02 1000 154.00
iShares S&P; 500 Index (IVV) 0.02 651 242.70
Enbridge Inc 0.02 2721 39.69
Saia (SAIA) 0.02 -47% 3000 51.33
Energy Transfer Equity (ETE) 0.02 6200 17.90
Magellan Midstream Partners (MMP) 0.02 1600 71.25
PowerShares QQQ Trust, Series 1 (QQQQ) 0.02 NEW 700 137.14
iShares Lehman Aggregate Bond (AGG) 0.02 969 109.39
Rydex S&P; Equal Weight ETF (RSP) 0.02 -2% 1660 92.77
iShares Dow Jones Select Dividend (DVY) 0.02 1539 92.27
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.02 NEW 3400 32.65
Arista Networks 0.02 1000 150.00
Corenergy Infrastructure Tr 0.02 NEW 3000 33.67
American Express Company (AXP) 0.01 400 85.00
Bank of New York Mellon Corporation (BK) 0.01 1000 51.00
DST Systems (DST) 0.01 +100% 600 61.67
Costco Wholesale Corporation (COST) 0.01 +14% 583 159.52
Monsanto Company (MON) 0.01 -17% 608 118.42
Wal-Mart Stores (WMT) 0.01 +1000% 1100 75.45
Eli Lilly & Co. (LLY) 0.01 518 83.01
Ameren Corporation (AEE) 0.01 1200 55.00
AT&T; (T) 0.01 -5% 1574 37.48
Curtiss-Wright (CW) 0.01 1000 92.00
Edwards Lifesciences (EW) 0.01 304 118.42
E.I. du Pont de Nemours & Company (DD) 0.01 1000 81.00
Eastman Chemical Company (EMN) 0.01 1100 83.64
Yum! Brands (YUM) 0.01 550 74.55
Air Products & Chemicals (APD) 0.01 NEW 300 143.33
Royal Dutch Shell (RDS.A) 0.01 +166% 1600 53.12
Texas Instruments Incorporated (TXN) 0.01 +493% 962 76.92
Illinois Tool Works (ITW) 0.01 538 143.12
Starbucks Corporation (SBUX) 0.01 -17% 1528 58.25
Visa (V) 0.01 428 93.46
AutoZone (AZO) 0.01 150 573.33
Westar Energy (WR) 0.01 1050 53.33
ConAgra Foods (CAG) 0.01 1000 36.00
salesforce (CRM) 0.01 +11% 388 87.63
Neenah Paper (NP) 0.01 500 80.00
Concho Resources (CXO) 0.01 400 122.50
Oge Energy Corp (holding Co) Com Stk 0.01 +55% 1120 34.82
Flowserve Corporation (FLS) 0.01 1425 46.32
Skyworks Solutions (SWKS) 0.01 351 96.87
NIC (EGOV) 0.01 2500 18.80
Dex (DXCM) 0.01 -67% 500 74.00
SPDR S&P; MidCap 400 ETF (MDY) 0.01 NEW 150 320.00
Garmin Ltd. 0.01 1527 51.08
Evolution Petroleum Corporation (EPM) 0.01 5000 8.20
iShares S&P; SmallCap 600 Index (IJR) 0.01 NEW 500 70.00
Vanguard FTSE All-World ex-US ETF (VEU) 0.01 1508 49.73
Vanguard Dividend Appreciation ETF (VIG) 0.01 NEW 350 91.43
Heartland Financial USA (HTLF) 0.01 +10% 1100 47.27
iShares Barclays TIPS Bond Fund (TIP) 0.01 770 112.99
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.01 868 84.10
iShares Dow Jones US Healthcare (IYH) 0.01 NEW 400 167.50
Targa Res Corp 0.01 930 45.16
Ubs Ag Jersey Brh Alerian Infrst 0.01 NEW 1200 26.67
Schwab Strategic Tr intrm trm 0.01 1564 53.71
Marathon Petroleum Corp 0.01 NEW 1000 52.00
American Tower Reit 0.01 400 132.50
Mgp Ingredients Inc Common Sto 0.01 750 50.67
Flexshares Tr iboxx 5yr trgt 0.01 2892 24.90
Post Holdings Inc Common 0.01 1103 77.97
Phillips 66 0.01 763 82.57
Portola Pharmaceuticals 0.01 -33% 1000 56.00
Franks Intl N V 0.01 10500 8.29
Doubleline Total Etf etf 0.01 922 48.81
Wec Energy Group Inc Com stock 0.01 531 62.15
Hasbro (HAS) 0.00 NEW 35 114.29
Taiwan Semiconductor Mfg (TSM) 0.00 186 37.63
Goldman Sachs (GS) 0.00 100 220.00
Principal Financial (PFG) 0.00 302 62.91
Arthur J. Gallagher & Co. (AJG) 0.00 500 58.00
Northern Trust Corporation (NTRS) 0.00 NEW 100 100.00
Waste Management (WM) 0.00 300 73.33
Archer Daniels Midland Company (ADM) 0.00 410 41.46
Norfolk Southern (NSC) 0.00 100 120.00
Great Plains Energy Incorporated (GXP) 0.00 -90% 250 28.00
Autodesk (ADSK) 0.00 38 105.26
Digital Realty Trust (DLR) 0.00 NEW 40 125.00
Harsco Corporation (HSC) 0.00 500 16.00
Leggett & Platt (LEG) 0.00 530 52.83
Adobe Systems Incorporated (ADBE) 0.00 150 140.00
International Paper Company (IP) 0.00 62 64.52
Valero Energy Corporation (VLO) 0.00 250 68.00
CenturyLink (CTL) 0.00 118 25.42
Novartis AG (NVS) 0.00 NEW 75 80.00
Anadarko Petroleum Corporation (APC) 0.00 356 44.94
Marsh & McLennan Companies (MMC) 0.00 75 80.00
NIKE (NKE) 0.00 212 61.32
Royal Dutch Shell (RDS.B) 0.00 NEW 50 60.00
Stryker Corporation (SYK) 0.00 26 153.85
Target Corporation (TGT) 0.00 +50% 150 53.33
UnitedHealth (UNH) 0.00 125 184.00
Danaher Corporation (DHR) 0.00 26 76.92
Exelon Corporation (EXC) 0.00 200 35.00
Southern Company (SO) 0.00 400 47.50
Lowe's Companies (LOW) 0.00 187 74.87
Clorox Company (CLX) 0.00 81 135.80
Kellogg Company (K) 0.00 450 68.89
Hilltop Holdings (HTH) 0.00 400 25.00
J.M. Smucker Company (SJM) 0.00 13 153.85
Varian Medical Systems (VAR) 0.00 100 100.00
Kaiser Aluminum (KALU) 0.00 38 78.95
Marathon Oil Corporation (MRO) 0.00 NEW 1600 11.88
Toyota Motor Corporation (TM) 0.00 33 90.91
Tesoro Corporation (TSO) 0.00 -97% 225 93.33
Estee Lauder Companies (EL) 0.00 18 111.11
Allscripts Healthcare Solutions (MDRX) 0.00 1925 12.99
DineEquity (DIN) 0.00 10 0.00
InterNAP Network Services (INAP) 0.00 1 0.00
Key (KEY) 0.00 NEW 300 20.00
Ares Capital Corporation (ARCC) 0.00 643 17.11
CenterPoint Energy (CNP) 0.00 720 27.78
Douglas Emmett (DEI) 0.00 500 38.00
Euronet Worldwide (EEFT) 0.00 300 86.67
LSB Industries (LXU) 0.00 650 10.77
Southside Bancshares (SBSI) 0.00 -40% 205 34.15
American Public Education (APEI) 0.00 100 20.00
Kansas City Southern (KSU) 0.00 32 93.75
Luminex Corporation (LMNX) 0.00 1000 21.00
Getty Realty (GTY) 0.00 879 25.03
SPDR KBW Regional Banking (KRE) 0.00 NEW 350 54.29
Financial Select Sector SPDR (XLF) 0.00 NEW 400 25.00
Simon Property (SPG) 0.00 155 161.29
Spirit AeroSystems Holdings (SPR) 0.00 350 57.14
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 0.00 300 53.33
3D Systems Corporation (TDSC) 0.00 50 20.00
Tesla Motors (TSLA) 0.00 40 350.00
RealPage (RP) 0.00 NEW 150 33.33
Trinity Biotech (TRIB) 0.00 100 10.00
SPDR S&P; Dividend (SDY) 0.00 325 89.23
Adams Express Company (ADX) 0.00 1057 14.19
iShares MSCI Canada Index (EWC) 0.00 500 26.00
National American Univ. Holdings (NAUH) 0.00 2000 2.50
O'reilly Automotive Inc 0.00 100 220.00
Qad Inc cl a 0.00 NEW 100 30.00
First Business Financial Services (FBIZ) 0.00 200 25.00
American Intl Group Inc 0.00 NEW 97 20.62
Pennantpark Floating Rate Capi 0.00 640 14.06
Yrc Worldwide Inc Com par $.01 0.00 3 0.00
Clovis Oncology 0.00 100 90.00
Express Scripts Holding 0.00 -87% 136 66.18
Regional Management 0.00 200 25.00
Duke Energy 0.00 +24% 252 83.33
Tortoise Energy equity 0.00 NEW 200 15.00
Mondelez Int 0.00 484 43.39
Epr Properties 0.00 NEW 100 70.00
Sprint 0.00 2586 8.12
Tallgrass Energy Partners 0.00 100 50.00
Fireeye 0.00 132 15.15
Ophthotech 0.00 750 2.67
Twitter 0.00 504 17.86
Aerie Pharmaceuticals 0.00 NEW 200 55.00
Intra Cellular Therapies 0.00 200 10.00
Pentair cs 0.00 NEW 50 60.00
Gopro 0.00 300 6.67
Atento Sa 0.00 NEW 325 12.31
Eversource Energy 0.00 262 61.07
Kraft Heinz 0.00 +147% 84 83.33
Chemours 0.00 207 38.65
Global X Fds global x uranium 0.00 50 20.00
Chubb 0.00 209 143.54
Broad 0.00 NEW 25 240.00
Fortive 0.00 13 76.92
Dell Technologies Inc Class V equity 0.00 NEW 27 74.07
Johnson Controls International Plc equity 0.00 NEW 312 44.87
* Washington Prime Group New Com stock 0.00 77 12.99
Advansix Inc Com stock 0.00 -97% 2 0.00
Versum Matls Inc Com stock 0.00 NEW 150 33.33
Janus Detroit Str Tr velocity tail ri 0.00 100 30.00
Adient 0.00 20 50.00
Yum China Holdings 0.00 550 40.00
Lamb Weston Hldgs 0.00 333 45.05
L3 Technologies 0.00 NEW 75 173.33
Bioverativ Inc Com equity 0.00 350 60.00
Mannkind 0.00 800 1.25
Axon Enterprise 0.00 NEW 700 25.71
Energy Transfer Partners 0.00 NEW 174 22.99

Past 13F-HR SEC Filings by Atwood & Palmer

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