Atwood & Palmer
Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, AVDE, PLTR, JEMB, SHY, and represent 17.91% of Atwood & Palmer's stock portfolio.
- Added to shares of these 10 stocks: NOK (+$20M), BABA (+$13M), IVSS, PSQO, JEMB, JAAA, MELI, SHY, BBBI, AVDE.
- Started 78 new stock positions in PLD, IXUS, SN, GIS, ESML, SCHD, SOFI, ALGM, AGL, APH.
- Reduced shares in these 10 stocks: DKNG (-$12M), RSP, GOOG, PLTR, JBBB, WMT, FV, UTHR, CSCO, LDOS.
- Sold out of its positions in ARKK, Agilon Health, AVGE, AstraZeneca, CDE, GLW, DXC, EBAY, FHN, FMS.
- Atwood & Palmer was a net buyer of stock by $37M.
- Atwood & Palmer has $1.8B in assets under management (AUM), dropping by 0.70%.
- Central Index Key (CIK): 0001044929
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Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 531 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Atwood & Palmer has 531 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atwood & Palmer March 31, 2026 positions
- Download the Atwood & Palmer March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 3.9 | $69M | 240k | 286.86 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.7 | $65M | 768k | 84.84 |
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| Palantir Technologies (PLTR) | 3.6 | $64M | 438k | 146.28 |
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| Janus Detroit Str Tr (JEMB) | 3.4 | $60M | +4% | 1.1M | 52.46 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.3 | $59M | +3% | 717k | 82.57 |
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| Janus Detroit Str Tr (JAAA) | 3.3 | $58M | +3% | 1.1M | 50.37 |
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| American Centy Etf Tr avantis emgmkt (AVEM) | 3.1 | $54M | 671k | 80.58 |
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| Gilead Sciences (GILD) | 2.7 | $48M | 347k | 139.37 |
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| United Rentals (URI) | 2.4 | $43M | 59k | 728.56 |
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| Abbvie (ABBV) | 2.4 | $42M | 194k | 217.49 |
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| Palmer Square Funds Trust (PSQO) | 2.3 | $41M | +6% | 2.0M | 20.52 |
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| Lockheed Martin Corporation (LMT) | 2.3 | $41M | 68k | 604.39 |
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| Leidos Holdings (LDOS) | 2.3 | $40M | 257k | 155.52 |
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| Cisco Systems (CSCO) | 2.3 | $40M | 514k | 77.59 |
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| Bondbloxx Etf Trust (BBBI) | 2.2 | $40M | +2% | 771k | 51.43 |
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| Fifth Third Ban (FITB) | 2.2 | $39M | 837k | 46.46 |
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| American Centy Etf Tr (AVIV) | 2.1 | $37M | +2% | 499k | 74.83 |
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| United Therapeutics Corporation (UTHR) | 2.1 | $37M | 62k | 592.98 |
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| Janus Detroit Str Tr (JSI) | 2.0 | $36M | +2% | 699k | 51.55 |
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| Ameriprise Financial (AMP) | 1.9 | $34M | 77k | 444.40 |
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| D.R. Horton (DHI) | 1.8 | $33M | 238k | 137.22 |
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| Apple (AAPL) | 1.8 | $32M | 127k | 253.79 |
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| Wal-Mart Stores (WMT) | 1.8 | $32M | -2% | 260k | 124.28 |
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| Regeneron Pharmaceuticals (REGN) | 1.8 | $32M | 42k | 772.63 |
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| MercadoLibre (MELI) | 1.8 | $32M | +6% | 18k | 1729.02 |
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| Generac Holdings (GNRC) | 1.7 | $31M | 159k | 195.33 |
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| MasterCard Incorporated (MA) | 1.7 | $30M | 60k | 499.66 |
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| Tortoise North American Pipeline Fund (TPYP) | 1.6 | $28M | 667k | 42.36 |
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| Goldman Sachs (GS) | 1.6 | $28M | 33k | 845.99 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.5 | $27M | +2% | 273k | 99.86 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $27M | 54k | 491.53 |
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| NVIDIA Corporation (NVDA) | 1.5 | $26M | 151k | 174.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $25M | 56k | 446.54 |
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| L3harris Technologies (LHX) | 1.2 | $22M | 64k | 345.15 |
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| Garmin (GRMN) | 1.2 | $22M | 93k | 232.01 |
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| Ishares Ibonds Dec 2028 Term T (IBTI) | 1.2 | $21M | +2% | 943k | 22.28 |
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| Ishares Ibonds Dec 2029 Term T (IBTJ) | 1.2 | $21M | 945k | 21.84 |
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| Bondbloxx Bb Rated Usd Hy Cb (XBB) | 1.1 | $20M | +2% | 500k | 40.69 |
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| Nokia Corporation (NOK) | 1.1 | $20M | NEW | 2.5M | 8.04 |
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| Ishares Tr 0-5yr hi yl cp (SHYG) | 1.1 | $19M | 458k | 42.31 |
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| Cdw (CDW) | 1.1 | $19M | 159k | 121.02 |
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| ON Semiconductor (ON) | 1.1 | $19M | 307k | 61.92 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.1 | $19M | +2% | 357k | 52.56 |
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| Lowe's Companies (LOW) | 0.9 | $17M | 70k | 236.28 |
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| Uber Technologies (UBER) | 0.7 | $13M | +2% | 182k | 71.93 |
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| Alibaba Group Holding (BABA) | 0.7 | $13M | +50385% | 101k | 125.46 |
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| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.6 | $11M | -3% | 260k | 43.13 |
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| Ishares Tr int dev mom fc (IMTM) | 0.6 | $11M | -3% | 229k | 48.02 |
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| Houlihan Lokey Inc cl a (HLI) | 0.6 | $10M | +3% | 72k | 143.62 |
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| Etf Opportunities Trust (VSLU) | 0.5 | $8.5M | -3% | 205k | 41.81 |
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| Alphabet Inc Class A cs (GOOGL) | 0.4 | $7.1M | 25k | 287.56 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $6.8M | -16% | 35k | 191.92 |
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| Central BanCo (CBC) | 0.4 | $6.8M | -4% | 282k | 23.95 |
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| Jack Henry & Associates (JKHY) | 0.4 | $6.4M | 40k | 158.04 |
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| Johnson & Johnson (JNJ) | 0.3 | $6.0M | 25k | 244.44 |
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| Home Depot (HD) | 0.3 | $5.8M | 18k | 328.90 |
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| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.3 | $4.9M | -12% | 81k | 60.44 |
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| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.2 | $3.9M | +15% | 39k | 100.19 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $3.9M | -3% | 40k | 96.47 |
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| Commerce Bancshares (CBSH) | 0.2 | $3.5M | 72k | 49.20 |
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| Becton, Dickinson and (BDX) | 0.2 | $3.3M | -6% | 21k | 157.23 |
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| Applied Finance Ivs Us Smid Etf (IVSS) | 0.2 | $3.2M | NEW | 123k | 25.95 |
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| Procter & Gamble Company (PG) | 0.2 | $3.0M | 20k | 144.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.8M | 17k | 169.66 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $2.6M | 8.9k | 294.17 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.6M | 13k | 192.89 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.2M | 26k | 85.23 |
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| Pepsi (PEP) | 0.1 | $2.1M | -2% | 13k | 155.29 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.0M | 2.3k | 895.24 |
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| Microsoft Corporation (MSFT) | 0.1 | $2.0M | +15% | 5.4k | 370.17 |
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| Amgen (AMGN) | 0.1 | $2.0M | -9% | 5.6k | 351.85 |
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| Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $1.9M | -3% | 45k | 43.20 |
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| Amazon (AMZN) | 0.1 | $1.9M | 9.2k | 208.27 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $1.9M | -3% | 3.9k | 479.20 |
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| Caterpillar (CAT) | 0.1 | $1.8M | 2.6k | 708.46 |
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| Ishares Tr (IBTK) | 0.1 | $1.8M | 90k | 19.72 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $1.6M | -15% | 14k | 118.60 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.6M | -6% | 2.5k | 650.37 |
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| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.1 | $1.5M | -3% | 30k | 49.81 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 1.4k | 996.43 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.2M | 11k | 112.79 |
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| Paychex (PAYX) | 0.1 | $1.2M | 13k | 92.12 |
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| Hilltop Holdings (HTH) | 0.1 | $1.2M | 33k | 35.82 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $1.2M | 8.1k | 142.43 |
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| iShares S&P 500 Index (IVV) | 0.1 | $1.1M | -2% | 1.7k | 653.35 |
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| Chevron Corporation (CVX) | 0.1 | $1.1M | 5.1k | 206.90 |
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| Highwoods Properties (HIW) | 0.1 | $1.0M | 48k | 21.41 |
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| International Business Machines (IBM) | 0.1 | $1.0M | 4.2k | 242.39 |
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| Janus Detroit Str Tr fund (JMBS) | 0.1 | $1.0M | 23k | 45.18 |
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| Deere & Company (DE) | 0.1 | $997k | 1.8k | 563.30 |
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| McDonald's Corporation (MCD) | 0.1 | $991k | 3.2k | 310.79 |
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| Iron Mountain (IRM) | 0.1 | $968k | 9.5k | 102.14 |
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| PNC Financial Services (PNC) | 0.1 | $949k | 4.6k | 208.09 |
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| Broadcom (AVGO) | 0.1 | $941k | 3.0k | 309.51 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $892k | 2.1k | 426.40 |
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| Nextera Energy (NEE) | 0.0 | $884k | 9.5k | 92.88 |
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| Goldman Sachs Etf Tr access hig yld (GHYB) | 0.0 | $843k | 19k | 44.57 |
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| Coca-Cola Company (KO) | 0.0 | $842k | -3% | 11k | 76.05 |
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| Waters Corporation (WAT) | 0.0 | $836k | NEW | 2.8k | 297.80 |
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| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $809k | NEW | 2.2k | 367.49 |
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| Tesla Motors (TSLA) | 0.0 | $761k | 2.0k | 371.75 |
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| Philip Morris International (PM) | 0.0 | $725k | -3% | 4.4k | 165.34 |
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| American Electric Power Company (AEP) | 0.0 | $721k | 5.5k | 131.08 |
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| Berkshire Hathaway (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
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| Bristol Myers Squibb (BMY) | 0.0 | $713k | 12k | 60.65 |
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| Automatic Data Processing (ADP) | 0.0 | $706k | -11% | 3.5k | 203.18 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $674k | 8.5k | 79.27 |
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| Waste Management (WM) | 0.0 | $637k | 2.8k | 229.79 |
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| Qualcomm (QCOM) | 0.0 | $633k | 4.9k | 128.78 |
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| U.S. Bancorp (USB) | 0.0 | $614k | -5% | 12k | 52.01 |
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| TJX Companies (TJX) | 0.0 | $569k | +46% | 3.6k | 159.70 |
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| Emerson Electric (EMR) | 0.0 | $560k | 4.3k | 131.00 |
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| Arista Networks (ANET) | 0.0 | $548k | -4% | 4.5k | 122.78 |
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| Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.0 | $534k | 11k | 50.55 |
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| Facebook Inc cl a (META) | 0.0 | $525k | -7% | 917.00 | 572.13 |
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| Oracle Corporation (ORCL) | 0.0 | $506k | +2% | 3.4k | 147.11 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $489k | -26% | 1.5k | 320.81 |
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| Eli Lilly & Co. (LLY) | 0.0 | $488k | -2% | 530.00 | 919.77 |
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| Regions Financial Corporation (RF) | 0.0 | $483k | 19k | 26.12 |
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| Bank of America Corporation (BAC) | 0.0 | $478k | -23% | 9.8k | 48.75 |
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| Saia (SAIA) | 0.0 | $465k | 1.3k | 351.28 |
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| Curtiss-Wright (CW) | 0.0 | $441k | 648.00 | 681.12 |
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| Carrier Global Corporation (CARR) | 0.0 | $428k | 7.6k | 56.31 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $428k | +126% | 4.6k | 93.98 |
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| Visa (V) | 0.0 | $396k | 1.3k | 302.24 |
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| Ecolab (ECL) | 0.0 | $391k | +34% | 1.5k | 266.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $366k | 3.2k | 114.99 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $361k | +6905% | 1.4k | 257.30 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $345k | +1069% | 2.3k | 148.09 |
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| Enterprise Products Partners (EPD) | 0.0 | $338k | 8.9k | 37.84 |
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| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $338k | NEW | 1.8k | 184.31 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $336k | 1.7k | 196.86 |
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| Mplx (MPLX) | 0.0 | $334k | 5.8k | 57.07 |
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| Sempra Energy (SRE) | 0.0 | $322k | 3.3k | 97.17 |
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| Altria (MO) | 0.0 | $317k | 4.8k | 65.99 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $296k | -3% | 4.4k | 67.53 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $295k | -2% | 3.8k | 77.08 |
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| Amphenol Corporation (APH) | 0.0 | $293k | NEW | 2.3k | 126.35 |
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| Trane Technologies (TT) | 0.0 | $292k | 700.00 | 416.74 |
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| Intel Corporation (INTC) | 0.0 | $291k | +449% | 6.6k | 44.13 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $290k | 503.00 | 576.90 |
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| Honeywell International (HON) | 0.0 | $284k | 1.3k | 226.03 |
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| American Centy Etf Tr (AVLV) | 0.0 | $284k | 3.5k | 80.60 |
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| Pfizer (PFE) | 0.0 | $282k | 10k | 28.08 |
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| American Centy Etf Tr (AVIG) | 0.0 | $276k | 6.6k | 41.54 |
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| General Electric (GE) | 0.0 | $271k | 954.00 | 283.89 |
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| Labcorp Holdings (LH) | 0.0 | $267k | 1.0k | 266.81 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $264k | 1.2k | 213.67 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $256k | -2% | 4.5k | 56.79 |
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| Eaton (ETN) | 0.0 | $255k | +445% | 714.00 | 357.67 |
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| Ishares Tr core div grwth (DGRO) | 0.0 | $253k | NEW | 3.6k | 70.17 |
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| Wells Fargo & Company (WFC) | 0.0 | $239k | -5% | 3.0k | 79.61 |
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| Cardinal Health (CAH) | 0.0 | $233k | -21% | 1.1k | 211.31 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $230k | 373.00 | 615.94 |
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| Axon Enterprise (AXON) | 0.0 | $221k | 520.00 | 424.69 |
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| Palo Alto Networks (PANW) | 0.0 | $218k | 1.4k | 160.32 |
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| Ge Vernova (GEV) | 0.0 | $204k | 234.00 | 873.43 |
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| Fortune Brands (FBIN) | 0.0 | $198k | 5.1k | 38.97 |
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| Union Pacific Corporation (UNP) | 0.0 | $197k | -6% | 810.00 | 242.62 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $182k | 2.3k | 79.06 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $177k | 3.5k | 50.61 |
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| Duke Energy (DUK) | 0.0 | $177k | 1.3k | 130.94 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $175k | -6% | 1.4k | 124.31 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $174k | 446.00 | 390.41 |
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| Arch Capital Group (ACGL) | 0.0 | $173k | 1.8k | 95.99 |
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| Elbit Systems (ESLT) | 0.0 | $170k | 200.00 | 849.09 |
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| Ubiquiti (UI) | 0.0 | $167k | 211.00 | 789.40 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $163k | -13% | 2.1k | 78.66 |
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| O'reilly Automotive (ORLY) | 0.0 | $152k | 1.7k | 92.31 |
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| Vanguard Mid-Cap ETF (VO) | 0.0 | $152k | NEW | 529.00 | 287.23 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $151k | 1.3k | 118.48 |
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| Walt Disney Company (DIS) | 0.0 | $150k | +2% | 1.6k | 96.38 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $147k | 2.7k | 54.92 |
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| Targa Res Corp (TRGP) | 0.0 | $144k | 575.00 | 250.73 |
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| Cadence Design Systems (CDNS) | 0.0 | $140k | +1162% | 505.00 | 277.87 |
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| Capital One Financial (COF) | 0.0 | $139k | 764.00 | 182.43 |
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| Kinder Morgan (KMI) | 0.0 | $138k | 4.1k | 33.53 |
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| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $138k | 2.8k | 50.12 |
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| Cheniere Energy (LNG) | 0.0 | $134k | 472.00 | 283.76 |
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| Vanguard Large-Cap ETF (VV) | 0.0 | $134k | NEW | 448.00 | 298.91 |
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| Enterprise Financial Services (EFSC) | 0.0 | $133k | 2.5k | 54.11 |
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| Williams Companies (WMB) | 0.0 | $130k | 1.8k | 72.78 |
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| Barclays (BCS) | 0.0 | $129k | -13% | 6.1k | 21.16 |
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| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $127k | 800.00 | 158.87 |
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| American Centy Etf Tr (AVMC) | 0.0 | $126k | 1.7k | 72.25 |
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| American Centy Etf Tr (AVDS) | 0.0 | $123k | 1.7k | 71.86 |
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| Tc Energy Corp (TRP) | 0.0 | $119k | 1.9k | 62.60 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $115k | -38% | 969.00 | 118.21 |
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| iShares Morningstar Large Growth (ILCG) | 0.0 | $108k | 1.1k | 95.52 |
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| First Trust Health Care AlphaDEX (FXH) | 0.0 | $104k | 950.00 | 109.77 |
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| Evergy (EVRG) | 0.0 | $104k | 1.3k | 81.92 |
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| Sealed Air | 0.0 | $101k | 2.4k | 42.05 |
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| Omni (OMC) | 0.0 | $100k | 1.3k | 75.31 |
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| Draftkings (DKNG) | 0.0 | $99k | -99% | 4.6k | 21.62 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $99k | 1.1k | 88.66 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $98k | NEW | 451.00 | 217.04 |
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| Quanta Services (PWR) | 0.0 | $98k | 178.00 | 549.02 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $98k | +2200% | 322.00 | 302.70 |
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| Amplify Etf Tr a (DIVO) | 0.0 | $96k | 2.1k | 44.85 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $95k | 658.00 | 144.67 |
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| Energy Transfer Equity (ET) | 0.0 | $93k | 4.8k | 19.30 |
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| Merck & Co (MRK) | 0.0 | $93k | +5% | 772.00 | 120.29 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $90k | 846.00 | 106.19 |
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| Lam Research (LRCX) | 0.0 | $89k | +12% | 416.00 | 213.66 |
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| Moody's Corporation (MCO) | 0.0 | $87k | -50% | 200.00 | 436.25 |
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| Tri-Continental Corporation (TY) | 0.0 | $86k | 2.7k | 31.59 |
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| Eastman Chemical Company (EMN) | 0.0 | $84k | 1.1k | 76.32 |
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| iShares Russell 2000 Value Index (IWN) | 0.0 | $83k | 439.00 | 189.59 |
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| S&p Global (SPGI) | 0.0 | $83k | 194.00 | 425.57 |
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| HEICO Corporation (HEI) | 0.0 | $82k | 300.00 | 274.20 |
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| First Trust DJ Internet Index Fund (FDN) | 0.0 | $81k | 345.00 | 234.03 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $81k | -20% | 135.00 | 597.56 |
|
| ConocoPhillips (COP) | 0.0 | $80k | 603.00 | 132.00 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $79k | 172.00 | 460.99 |
|
|
| Ishares Tr liquid inc etf (ICSH) | 0.0 | $77k | 1.5k | 50.62 |
|
|
| Linde (LIN) | 0.0 | $77k | -12% | 155.00 | 495.76 |
|
| Ishares Bitcoin Tr (IBIT) | 0.0 | $77k | -18% | 2.0k | 38.42 |
|
| Texas Capital Bancshares (TCBI) | 0.0 | $76k | 800.00 | 94.88 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $74k | 812.00 | 90.53 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $73k | 916.00 | 80.08 |
|
|
| UnitedHealth (UNH) | 0.0 | $73k | -45% | 269.00 | 270.59 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $72k | 336.00 | 215.06 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $71k | -21% | 716.00 | 98.86 |
|
| Fortinet (FTNT) | 0.0 | $70k | 860.00 | 81.72 |
|
|
| Tyler Technologies (TYL) | 0.0 | $70k | 204.00 | 342.38 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $69k | 330.00 | 210.03 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $68k | 46.00 | 1472.41 |
|
|
| Medtronic (MDT) | 0.0 | $67k | 775.00 | 86.65 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $67k | 605.00 | 110.52 |
|
|
| Agilon Health (AGL) | 0.0 | $66k | NEW | 8.4k | 7.91 |
|
| Kenvue (KVUE) | 0.0 | $66k | 3.9k | 17.24 |
|
|
| Vanguard Growth ETF (VUG) | 0.0 | $65k | 149.00 | 436.79 |
|
|
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $63k | 744.00 | 85.13 |
|
|
| Target Corporation (TGT) | 0.0 | $63k | -5% | 518.00 | 121.10 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $62k | 971.00 | 64.08 |
|
|
| Dominion Resources (D) | 0.0 | $62k | 1.0k | 61.82 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $60k | -31% | 582.00 | 102.67 |
|
| Energizer Holdings (ENR) | 0.0 | $59k | 3.6k | 16.42 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $59k | 460.00 | 128.12 |
|
|
| Corteva (CTVA) | 0.0 | $59k | +2% | 699.00 | 83.71 |
|
| Danaher Corporation (DHR) | 0.0 | $57k | -24% | 300.00 | 189.60 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $55k | -49% | 255.00 | 216.58 |
|
| salesforce (CRM) | 0.0 | $55k | -28% | 293.00 | 186.90 |
|
| Permian Resources Corp Class A (PR) | 0.0 | $55k | 2.6k | 21.32 |
|
|
| Servicenow (NOW) | 0.0 | $52k | NEW | 500.00 | 104.55 |
|
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $52k | 986.00 | 52.76 |
|
|
| Flowers Foods (FLO) | 0.0 | $52k | 6.4k | 8.15 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $52k | -15% | 267.00 | 194.14 |
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $52k | +49% | 197.00 | 261.92 |
|
| Plains All American Pipeline (PAA) | 0.0 | $51k | 2.3k | 22.33 |
|
Past Filings by Atwood & Palmer
SEC 13F filings are viewable for Atwood & Palmer going back to 2011
- Atwood & Palmer 2026 Q1 filed April 15, 2026
- Atwood & Palmer 2025 Q4 filed Jan. 28, 2026
- 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