Atwood & Palmer
Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are URI, DHI, REGN, JAAA, AMP, and represent 15.83% of Atwood & Palmer's stock portfolio.
- Added to shares of these 10 stocks: DKNG (+$17M), IBTK, AVDE, IBTI, JAAA, SHY, IBTJ, Janus Detroit Str Tr, AVIV, IGSB.
- Started 22 new stock positions in VEA, DFSV, VNQ, VLUE, IR, MBIN, Canopy Growth CORP, VTV, UBER, LMBS. NUTX, SHOP, ODFL, BSX, Janus Detroit Str Tr, IGF, ASML, Cargo Therapeutics, BANC, DAL, FTNT, VLTO.
- Reduced shares in these 10 stocks: PNC (-$19M), REGN, FITB, URI, DHI, AMP, SRPT, GSIE, LMT, PYPL.
- Sold out of its positions in Activision Blizzard, BIRD, APPN, ARCC, BYND, SAM, Canopy Gro, CHGG, CHWY, CGNX.
- Atwood & Palmer was a net buyer of stock by $287k.
- Atwood & Palmer has $1.2B in assets under management (AUM), dropping by 8.48%.
- Central Index Key (CIK): 0001044929
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Atwood & Palmer holds 402 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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United Rentals (URI) | 3.6 | $45M | 79k | 573.42 |
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D.R. Horton (DHI) | 3.3 | $40M | 265k | 151.98 |
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Regeneron Pharmaceuticals (REGN) | 3.2 | $39M | 45k | 878.29 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.9 | $36M | 716k | 50.30 |
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Ameriprise Financial (AMP) | 2.9 | $36M | 94k | 379.83 |
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Cdw (CDW) | 2.9 | $36M | 156k | 227.32 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.9 | $35M | +2% | 432k | 82.04 |
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Alphabet Cap Stk Cl C (GOOG) | 2.8 | $34M | 242k | 140.93 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.6 | $33M | +2% | 538k | 60.43 |
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Lockheed Martin Corporation (LMT) | 2.5 | $31M | 68k | 453.24 |
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Fifth Third Ban (FITB) | 2.5 | $31M | -2% | 889k | 34.49 |
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Abbvie (ABBV) | 2.4 | $29M | 189k | 154.97 |
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ON Semiconductor (ON) | 2.3 | $29M | 345k | 83.53 |
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Thermo Fisher Scientific (TMO) | 2.3 | $29M | 54k | 530.79 |
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.2 | $28M | 491k | 56.39 |
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Gilead Sciences (GILD) | 2.2 | $27M | 338k | 81.01 |
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Mastercard Incorporated Cl A (MA) | 2.2 | $27M | 64k | 426.51 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 2.1 | $26M | 259k | 99.74 |
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Cisco Systems (CSCO) | 2.1 | $26M | 509k | 50.52 |
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Apple (AAPL) | 2.0 | $25M | 128k | 192.53 |
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Hologic (HOLX) | 2.0 | $24M | 341k | 71.45 |
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Sony Group Corp Sponsored Adr (SONY) | 2.0 | $24M | 256k | 94.69 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.9 | $23M | 450k | 51.27 |
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Paypal Holdings (PYPL) | 1.8 | $22M | 353k | 61.41 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $21M | 53k | 406.89 |
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Palantir Technologies Cl A (PLTR) | 1.7 | $21M | 1.2M | 17.17 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.5 | $19M | 245k | 77.37 |
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American Centy Etf Tr International Lr (AVIV) | 1.5 | $19M | +2% | 361k | 51.48 |
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Generac Holdings (GNRC) | 1.5 | $19M | 143k | 129.24 |
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Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.5 | $18M | +4% | 822k | 22.21 |
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Leidos Holdings (LDOS) | 1.4 | $18M | 166k | 108.24 |
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.4 | $18M | +4% | 822k | 21.78 |
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Draftkings Com Cl A (DKNG) | 1.4 | $17M | +119165% | 477k | 35.25 |
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Ishares Tr Ibond Dec 2030 (IBTK) | 1.3 | $17M | +5% | 838k | 19.72 |
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 1.3 | $16M | 317k | 51.55 |
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Goldman Sachs Etf Tr Access Hig Yld (GHYB) | 1.3 | $16M | 369k | 44.09 |
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Managed Portfolio Series Tortoise Nram Pi (TPYP) | 1.3 | $16M | 607k | 25.94 |
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Aptiv SHS (APTV) | 1.2 | $15M | 165k | 89.72 |
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Lowe's Companies (LOW) | 1.2 | $15M | 66k | 222.55 |
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.2 | $15M | 304k | 47.95 |
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Wal-Mart Stores (WMT) | 1.2 | $15M | 92k | 157.65 |
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United Therapeutics Corporation (UTHR) | 1.1 | $13M | 60k | 219.89 |
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Goldman Sachs Etf Tr Activebeta Int (GSIE) | 1.0 | $13M | -3% | 393k | 32.66 |
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Ishares Tr Msci Intl Moment (IMTM) | 1.0 | $12M | -2% | 346k | 34.29 |
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Garmin SHS (GRMN) | 1.0 | $12M | 92k | 128.54 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.9 | $12M | 275k | 42.22 |
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L3harris Technologies (LHX) | 0.9 | $11M | 54k | 210.62 |
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American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.9 | $11M | +3% | 174k | 62.49 |
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Biogen Idec (BIIB) | 0.9 | $11M | 42k | 258.77 |
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Jack Henry & Associates (JKHY) | 0.5 | $6.7M | 41k | 163.41 |
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Becton, Dickinson and (BDX) | 0.5 | $6.6M | 27k | 243.83 |
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Home Depot (HD) | 0.5 | $6.4M | 19k | 346.55 |
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Kimberly-Clark Corporation (KMB) | 0.4 | $5.6M | 46k | 121.51 |
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Johnson & Johnson (JNJ) | 0.3 | $3.9M | 25k | 156.74 |
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Commerce Bancshares (CBSH) | 0.3 | $3.9M | 73k | 53.41 |
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Procter & Gamble Company (PG) | 0.3 | $3.4M | 23k | 146.54 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.2M | 23k | 139.69 |
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Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.2 | $2.5M | -3% | 51k | 50.01 |
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Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.2 | $2.4M | -5% | 79k | 30.69 |
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Pepsi (PEP) | 0.2 | $2.3M | +3% | 14k | 169.84 |
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Colgate-Palmolive Company (CL) | 0.2 | $2.2M | 27k | 79.71 |
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Microsoft Corporation (MSFT) | 0.1 | $1.8M | -4% | 4.9k | 376.04 |
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Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | 18k | 99.98 |
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Amgen (AMGN) | 0.1 | $1.8M | 6.2k | 288.02 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.7M | +2% | 3.5k | 475.31 |
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Paychex (PAYX) | 0.1 | $1.5M | 13k | 119.11 |
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Etf Opportunities Trust Applied Fina Val (VSLU) | 0.1 | $1.4M | +15% | 48k | 29.73 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | -4% | 3.7k | 356.66 |
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $1.3M | 27k | 49.88 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | -2% | 7.2k | 170.10 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | +11% | 2.5k | 477.63 |
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Highwoods Properties (HIW) | 0.1 | $1.2M | 51k | 22.96 |
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Hilltop Holdings (HTH) | 0.1 | $1.2M | 33k | 35.21 |
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Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 14k | 84.14 |
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Amazon (AMZN) | 0.1 | $1.1M | -10% | 7.4k | 151.94 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.1M | 1.7k | 660.08 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.1M | 19k | 59.66 |
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Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.6k | 232.97 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.1M | -2% | 10k | 105.23 |
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Parker-Hannifin Corporation (PH) | 0.1 | $1.0M | 2.3k | 460.70 |
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $1.0M | 21k | 48.32 |
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Caterpillar (CAT) | 0.1 | $993k | +6% | 3.4k | 295.67 |
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McDonald's Corporation (MCD) | 0.1 | $931k | -3% | 3.1k | 296.51 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $916k | 8.3k | 110.13 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $876k | 2.9k | 303.17 |
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International Business Machines (IBM) | 0.1 | $840k | +4% | 5.1k | 163.55 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $777k | -11% | 15k | 50.36 |
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Chevron Corporation (CVX) | 0.1 | $770k | +10% | 5.2k | 149.16 |
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Us Bancorp Del Com New (USB) | 0.1 | $768k | 18k | 43.28 |
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Coca-Cola Company (KO) | 0.1 | $709k | 12k | 58.93 |
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PNC Financial Services (PNC) | 0.1 | $707k | -96% | 4.6k | 154.83 |
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Deere & Company (DE) | 0.1 | $695k | 1.7k | 399.87 |
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Nxp Semiconductors N V (NXPI) | 0.1 | $691k | 3.0k | 229.68 |
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Qualcomm (QCOM) | 0.1 | $691k | 4.8k | 144.63 |
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Janus Detroit Str Tr Henderson Securi | 0.1 | $686k | NEW | 13k | 51.36 |
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Bristol Myers Squibb (BMY) | 0.1 | $677k | 13k | 51.31 |
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Saia (SAIA) | 0.1 | $657k | 1.5k | 438.22 |
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Nextera Energy (NEE) | 0.1 | $634k | -2% | 10k | 60.74 |
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Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $623k | -13% | 14k | 45.94 |
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NVIDIA Corporation (NVDA) | 0.0 | $597k | +12% | 1.2k | 495.10 |
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Pfizer (PFE) | 0.0 | $590k | 21k | 28.79 |
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Iron Mountain (IRM) | 0.0 | $577k | 8.3k | 69.98 |
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Intel Corporation (INTC) | 0.0 | $551k | 11k | 50.25 |
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Heartland Financial USA (HTLF) | 0.0 | $546k | 15k | 37.61 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $534k | 11k | 50.23 |
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Sarepta Therapeutics (SRPT) | 0.0 | $501k | -50% | 5.2k | 96.43 |
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Waste Management (WM) | 0.0 | $485k | 2.7k | 179.10 |
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Wells Fargo & Company (WFC) | 0.0 | $465k | 9.4k | 49.22 |
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American Electric Power Company (AEP) | 0.0 | $447k | 5.5k | 81.22 |
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Philip Morris International (PM) | 0.0 | $446k | 4.7k | 94.08 |
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Carrier Global Corporation (CARR) | 0.0 | $445k | 7.8k | 57.45 |
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Zoetis Cl A (ZTS) | 0.0 | $428k | 2.2k | 197.37 |
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Tesla Motors (TSLA) | 0.0 | $425k | 1.7k | 248.48 |
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Emerson Electric (EMR) | 0.0 | $424k | -4% | 4.4k | 97.32 |
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UnitedHealth (UNH) | 0.0 | $418k | -8% | 793.00 | 526.47 |
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CVS Caremark Corporation (CVS) | 0.0 | $415k | 5.3k | 78.96 |
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Bank of America Corporation (BAC) | 0.0 | $413k | -5% | 12k | 33.67 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $400k | NEW | 8.3k | 48.32 |
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Broadcom (AVGO) | 0.0 | $396k | 355.00 | 1116.25 |
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Meta Platforms Cl A (META) | 0.0 | $388k | -3% | 1.1k | 353.96 |
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Fortune Brands (FBIN) | 0.0 | $387k | 5.1k | 76.14 |
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Abbott Laboratories (ABT) | 0.0 | $369k | 3.4k | 110.07 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $369k | +26% | 1.3k | 277.15 |
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Otis Worldwide Corp (OTIS) | 0.0 | $360k | 4.0k | 89.47 |
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Regions Financial Corporation (RF) | 0.0 | $359k | -11% | 19k | 19.38 |
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Oracle Corporation (ORCL) | 0.0 | $355k | 3.4k | 105.43 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $326k | NEW | 2.2k | 149.50 |
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UMB Financial Corporation (UMBF) | 0.0 | $316k | 3.8k | 83.55 |
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Moody's Corporation (MCO) | 0.0 | $312k | 800.00 | 390.56 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $308k | 1.3k | 237.22 |
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Eli Lilly & Co. (LLY) | 0.0 | $290k | +25% | 497.00 | 582.92 |
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Vanguard Index Fds Growth Etf (VUG) | 0.0 | $278k | +4375% | 895.00 | 310.88 |
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Honeywell International (HON) | 0.0 | $272k | 1.3k | 209.71 |
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Arista Networks (ANET) | 0.0 | $269k | 1.1k | 235.51 |
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $251k | 4.9k | 51.15 |
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Sempra Energy (SRE) | 0.0 | $247k | 3.3k | 74.73 |
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Occidental Petroleum Corporation (OXY) | 0.0 | $239k | 4.0k | 59.71 |
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Ecolab (ECL) | 0.0 | $238k | -8% | 1.2k | 198.35 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $235k | -11% | 463.00 | 506.83 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $227k | 1.0k | 227.29 |
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $227k | -25% | 9.8k | 23.08 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $227k | 1.2k | 186.55 |
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TJX Companies (TJX) | 0.0 | $225k | 2.4k | 93.81 |
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Union Pacific Corporation (UNP) | 0.0 | $224k | -9% | 912.00 | 245.62 |
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First Tr Exchange Traded Indls Prod Dur (FXR) | 0.0 | $206k | 3.2k | 64.86 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $205k | 5.1k | 40.21 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $204k | 1.2k | 165.25 |
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First Tr Exchange Traded Consumr Discre (FXD) | 0.0 | $196k | 3.3k | 58.98 |
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Altria (MO) | 0.0 | $194k | 4.8k | 40.34 |
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Canadian Pacific Kansas City (CP) | 0.0 | $190k | 2.4k | 79.06 |
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Visa Com Cl A (V) | 0.0 | $189k | 725.00 | 260.35 |
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Axon Enterprise (AXON) | 0.0 | $181k | 700.00 | 258.33 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $177k | NEW | 3.7k | 47.90 |
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Enterprise Products Partners (EPD) | 0.0 | $177k | 6.7k | 26.35 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $176k | 3.8k | 46.63 |
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Trane Technologies SHS (TT) | 0.0 | $171k | 700.00 | 243.90 |
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First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.0 | $164k | 2.0k | 81.53 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $163k | -25% | 1.3k | 124.97 |
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Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $160k | NEW | 3.4k | 47.05 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $147k | +40% | 1.4k | 108.25 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $146k | -15% | 2.1k | 70.35 |
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Walt Disney Company (DIS) | 0.0 | $145k | -32% | 1.6k | 90.29 |
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Flowers Foods (FLO) | 0.0 | $143k | 6.4k | 22.51 |
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Curtiss-Wright (CW) | 0.0 | $143k | 640.00 | 222.79 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $140k | -8% | 6.2k | 22.73 |
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First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $138k | 1.1k | 128.07 |
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Duke Energy Corp Com New (DUK) | 0.0 | $134k | 1.4k | 97.04 |
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Arch Cap Group Ord (ACGL) | 0.0 | $134k | 1.8k | 74.27 |
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Fiserv (FI) | 0.0 | $133k | 1.0k | 132.84 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $131k | 1.3k | 103.10 |
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Consolidated Edison (ED) | 0.0 | $130k | 1.4k | 90.97 |
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salesforce (CRM) | 0.0 | $126k | +79% | 480.00 | 263.14 |
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Arthur J. Gallagher & Co. (AJG) | 0.0 | $125k | 556.00 | 224.88 |
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First Tr Exchange-traded Nasdq Fod Bvrg (FTXG) | 0.0 | $123k | 5.1k | 24.26 |
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ConocoPhillips (COP) | 0.0 | $120k | -14% | 1.0k | 116.07 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $119k | -16% | 5.3k | 22.71 |
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Energizer Holdings (ENR) | 0.0 | $119k | 3.7k | 31.68 |
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First Tr Exchange Traded Hlth Care Alph (FXH) | 0.0 | $113k | 1.1k | 103.55 |
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Post Holdings Inc Common (POST) | 0.0 | $112k | 1.3k | 88.06 |
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Enterprise Financial Services (EFSC) | 0.0 | $110k | 2.5k | 44.65 |
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Travelers Companies (TRV) | 0.0 | $109k | 573.00 | 190.49 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $104k | -8% | 3.3k | 31.19 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $103k | +13333% | 403.00 | 255.32 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $99k | 639.00 | 155.33 |
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Eastman Chemical Company (EMN) | 0.0 | $99k | 1.1k | 89.82 |
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Danaher Corporation (DHR) | 0.0 | $99k | -19% | 426.00 | 231.34 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $98k | -8% | 164.00 | 596.60 |
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American Tower Reit (AMT) | 0.0 | $98k | -2% | 453.00 | 215.88 |
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $97k | 4.2k | 23.13 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $96k | 480.00 | 200.71 |
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Bellring Brands Common Stock (BRBR) | 0.0 | $89k | 1.6k | 55.43 |
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Sealed Air (SEE) | 0.0 | $88k | 2.4k | 36.52 |
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Ameren Corporation (AEE) | 0.0 | $87k | 1.2k | 72.34 |
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Verizon Communications (VZ) | 0.0 | $86k | -7% | 2.3k | 37.70 |
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Discover Financial Services (DFS) | 0.0 | $84k | 750.00 | 112.40 |
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $83k | 475.00 | 175.47 |
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BP Sponsored Adr (BP) | 0.0 | $83k | 2.4k | 35.40 |
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Illinois Tool Works (ITW) | 0.0 | $83k | 317.00 | 261.94 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $82k | 658.00 | 125.11 |
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Palo Alto Networks (PANW) | 0.0 | $81k | 273.00 | 294.88 |
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Masterbrand Common Stock (MBC) | 0.0 | $75k | 5.1k | 14.85 |
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Linde SHS (LIN) | 0.0 | $73k | +2% | 177.00 | 410.71 |
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General Electric Com New (GE) | 0.0 | $73k | 569.00 | 127.63 |
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Callaway Golf Company (MODG) | 0.0 | $72k | 5.0k | 14.34 |
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O'reilly Automotive (ORLY) | 0.0 | $71k | 75.00 | 950.08 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $71k | 448.00 | 157.80 |
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Edwards Lifesciences (EW) | 0.0 | $70k | 912.00 | 76.25 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $64k | 3.2k | 20.46 |
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Medtronic SHS (MDT) | 0.0 | $64k | 775.00 | 82.38 |
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Merck & Co (MRK) | 0.0 | $63k | 580.00 | 109.02 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $63k | 3.0k | 20.89 |
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Dex (DXCM) | 0.0 | $62k | 500.00 | 124.09 |
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Uber Technologies (UBER) | 0.0 | $62k | NEW | 1.0k | 61.57 |
|
Dow (DOW) | 0.0 | $60k | -13% | 1.1k | 54.84 |
|
Intuitive Surgical Com New (ISRG) | 0.0 | $57k | 168.00 | 337.36 |
|
|
Chubb (CB) | 0.0 | $52k | 230.00 | 226.00 |
|
|
Texas Capital Bancshares (TCBI) | 0.0 | $52k | 800.00 | 64.63 |
|
|
Moderna (MRNA) | 0.0 | $50k | 500.00 | 99.45 |
|
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $48k | 460.00 | 104.46 |
|
|
Dominion Resources (D) | 0.0 | $47k | 1.0k | 47.00 |
|
|
Newmark Group Cl A (NMRK) | 0.0 | $47k | 4.3k | 10.96 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $46k | 629.00 | 72.43 |
|
|
Evergy (EVRG) | 0.0 | $45k | +30% | 855.00 | 52.20 |
|
Intra Cellular Therapies (ITCI) | 0.0 | $43k | 600.00 | 71.62 |
|
|
Elbit Sys Ord (ESLT) | 0.0 | $43k | 200.00 | 213.25 |
|
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $42k | 1.4k | 29.78 |
|
|
General Mills (GIS) | 0.0 | $42k | -23% | 650.00 | 65.14 |
|
Intuit (INTU) | 0.0 | $42k | +3% | 67.00 | 625.04 |
|
Metropcs Communications (TMUS) | 0.0 | $42k | -4% | 261.00 | 160.33 |
|
Tyler Technologies (TYL) | 0.0 | $42k | 100.00 | 418.12 |
|
|
First Tr Exchange-traded Nasdaq Transn (FTXR) | 0.0 | $42k | 1.4k | 30.01 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $41k | +60% | 400.00 | 103.45 |
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $40k | 793.00 | 50.58 |
|
|
Skyworks Solutions (SWKS) | 0.0 | $40k | 351.00 | 112.42 |
|
|
Nike CL B (NKE) | 0.0 | $39k | 362.00 | 108.66 |
|
|
Walgreen Boots Alliance (WBA) | 0.0 | $39k | 1.5k | 26.11 |
|
|
Quanta Services (PWR) | 0.0 | $38k | 178.00 | 215.80 |
|
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $38k | -46% | 150.00 | 252.22 |
|
Inventrust Pptys Corp Com New (IVT) | 0.0 | $37k | 1.5k | 25.34 |
|
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $37k | 922.00 | 40.25 |
|
|
Edgewell Pers Care (EPC) | 0.0 | $37k | 1.0k | 36.63 |
|
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $37k | 400.00 | 91.39 |
|
|
Wyndham Hotels And Resorts (WH) | 0.0 | $36k | 448.00 | 80.41 |
|
|
Fortrea Hldgs Common Stock (FTRE) | 0.0 | $35k | 1.0k | 34.90 |
|
|
Nucor Corporation (NUE) | 0.0 | $35k | 200.00 | 174.04 |
|
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $33k | -51% | 778.00 | 42.18 |
|
Corteva (CTVA) | 0.0 | $33k | 679.00 | 47.92 |
|
|
Digital World Acquisition *w Exp 06/30/202 (DWACW) | 0.0 | $32k | 6.1k | 5.19 |
|
|
Pioneer Natural Resources (PXD) | 0.0 | $32k | +3% | 140.00 | 224.89 |
|
AutoZone (AZO) | 0.0 | $31k | 12.00 | 2585.67 |
|
|
Euronet Worldwide (EEFT) | 0.0 | $30k | 300.00 | 101.49 |
|
|
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $30k | 121.00 | 250.70 |
|
|
Goldman Sachs (GS) | 0.0 | $30k | 77.00 | 385.78 |
|
|
Archer Daniels Midland Company (ADM) | 0.0 | $30k | 410.00 | 72.22 |
|
|
Prologis (PLD) | 0.0 | $30k | 222.00 | 133.30 |
|
|
Fortinet (FTNT) | 0.0 | $29k | NEW | 500.00 | 58.53 |
|
Deciphera Pharmaceuticals (DCPH) | 0.0 | $29k | 1.8k | 16.13 |
|
|
Evolution Petroleum Corporation (EPM) | 0.0 | $29k | 5.0k | 5.81 |
|
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $29k | 300.00 | 96.39 |
|
|
Allstate Corporation (ALL) | 0.0 | $28k | 200.00 | 139.98 |
|
|
H&R Block (HRB) | 0.0 | $28k | 570.00 | 48.37 |
|
|
Motorola Solutions Com New (MSI) | 0.0 | $27k | 85.00 | 313.09 |
|
|
Schlumberger Com Stk (SLB) | 0.0 | $27k | 509.00 | 52.04 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $26k | 60.00 | 436.80 |
|
|
Valero Energy Corporation (VLO) | 0.0 | $26k | 200.00 | 130.00 |
|
|
Getty Realty (GTY) | 0.0 | $26k | 879.00 | 29.22 |
|
|
Chipotle Mexican Grill (CMG) | 0.0 | $25k | 11.00 | 2287.00 |
|
|
Oge Energy Corp (OGE) | 0.0 | $25k | 720.00 | 34.93 |
|
|
Palomar Hldgs (PLMR) | 0.0 | $25k | 450.00 | 55.50 |
|
|
Cardinal Health (CAH) | 0.0 | $25k | 247.00 | 100.80 |
|
|
Embecta Corp Common Stock (EMBC) | 0.0 | $23k | 1.2k | 18.93 |
|
|
Crown Castle Intl (CCI) | 0.0 | $23k | 200.00 | 115.19 |
|
|
Simon Property (SPG) | 0.0 | $22k | 155.00 | 142.65 |
|
|
Apa Corporation (APA) | 0.0 | $22k | 600.00 | 35.88 |
|
|
Diageo Spon Adr New (DEO) | 0.0 | $21k | 143.00 | 145.66 |
|
|
Allscripts Healthcare Solutions (MDRX) | 0.0 | $20k | 1.9k | 10.49 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $20k | -29% | 207.00 | 96.01 |
|
Travel Leisure Ord (TNL) | 0.0 | $20k | 500.00 | 39.09 |
|
|
Cigna Corp (CI) | 0.0 | $20k | 65.00 | 299.46 |
|
|
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $20k | 500.00 | 38.93 |
|
|
Columbia Etf Tr Ii India Consmr Etf (INCO) | 0.0 | $19k | 330.00 | 58.78 |
|
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $19k | 40.00 | 484.00 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $19k | 113.00 | 170.41 |
|
|
First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.0 | $19k | 680.00 | 28.30 |
|
|
Adams Express Company (ADX) | 0.0 | $19k | 1.1k | 17.71 |
|
|
Tractor Supply Company (TSCO) | 0.0 | $19k | 86.00 | 215.03 |
|
|
Bank of New York Mellon Corporation (BK) | 0.0 | $19k | 355.00 | 52.05 |
|
|
Anthem (ELV) | 0.0 | $17k | 37.00 | 471.57 |
|
|
Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $17k | 500.00 | 34.51 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $17k | NEW | 193.00 | 88.36 |
|
RPM International (RPM) | 0.0 | $17k | 150.00 | 111.63 |
|
|
Transocean Reg Shs (RIG) | 0.0 | $16k | 2.5k | 6.35 |
|
|
Shell Spon Ads (SHEL) | 0.0 | $15k | 232.00 | 65.80 |
|
|
Brp Group Com Cl A (BRP) | 0.0 | $15k | 630.00 | 24.02 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $15k | 345.00 | 43.85 |
|
|
Shake Shack Cl A (SHAK) | 0.0 | $15k | 200.00 | 74.12 |
|
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $15k | 189.00 | 77.32 |
|
|
AFLAC Incorporated (AFL) | 0.0 | $14k | 175.00 | 82.50 |
|
|
Ishares Tr Msci Usa Value (VLUE) | 0.0 | $14k | NEW | 136.00 | 101.16 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $14k | 100.00 | 136.14 |
|
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $14k | 200.00 | 67.35 |
|
|
Progressive Corporation (PGR) | 0.0 | $13k | +12% | 84.00 | 159.29 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $13k | 100.00 | 130.92 |
|
|
First Solar (FSLR) | 0.0 | $13k | 75.00 | 172.28 |
|
|
Stryker Corporation (SYK) | 0.0 | $13k | +7% | 42.00 | 299.48 |
|
3M Company (MMM) | 0.0 | $13k | 114.00 | 109.32 |
|
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $12k | 25.00 | 490.00 |
|
|
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $12k | 75.00 | 158.07 |
|
|
CenterPoint Energy (CNP) | 0.0 | $11k | 400.00 | 28.57 |
|
|
MetLife (MET) | 0.0 | $11k | 160.00 | 66.13 |
|
|
Textron (TXT) | 0.0 | $9.7k | 120.00 | 80.42 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $9.5k | 27.00 | 350.93 |
|
|
Spotify Technology S A SHS (SPOT) | 0.0 | $9.4k | 50.00 | 187.92 |
|
|
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $9.1k | 30.00 | 304.57 |
|
|
Veralto Corp Com Shs (VLTO) | 0.0 | $9.0k | NEW | 110.00 | 82.26 |
|
Exelon Corporation (EXC) | 0.0 | $8.8k | 246.00 | 35.90 |
|
|
Banc Of California (BANC) | 0.0 | $8.8k | NEW | 656.00 | 13.43 |
|
Target Corporation (TGT) | 0.0 | $8.7k | 61.00 | 142.43 |
|
|
Texas Instruments Incorporated (TXN) | 0.0 | $8.5k | 50.00 | 170.46 |
|
|
Northern Trust Corporation (NTRS) | 0.0 | $8.4k | 100.00 | 84.38 |
|
|
Eaton Corp SHS (ETN) | 0.0 | $8.4k | +16% | 35.00 | 240.83 |
|
Kyndryl Hldgs Common Stock (KD) | 0.0 | $8.3k | 400.00 | 20.78 |
|
|
United Parcel Service CL B (UPS) | 0.0 | $8.2k | 52.00 | 157.23 |
|
|
BlackRock (BLK) | 0.0 | $8.1k | 10.00 | 811.80 |
|
|
Cargo Therapeutics | 0.0 | $8.1k | NEW | 350.00 | 23.15 |
|
First Business Financial Services (FBIZ) | 0.0 | $8.0k | 200.00 | 40.10 |
|
|
Morgan Stanley Com New (MS) | 0.0 | $7.9k | -70% | 85.00 | 93.26 |
|
Principal Financial (PFG) | 0.0 | $7.9k | 100.00 | 78.67 |
|
|
Constellation Energy (CEG) | 0.0 | $7.7k | 66.00 | 116.89 |
|
|
Marsh & McLennan Companies (MMC) | 0.0 | $7.4k | 39.00 | 189.49 |
|
|
Cme (CME) | 0.0 | $7.4k | 35.00 | 210.60 |
|
|
Mannkind Corp Com New (MNKD) | 0.0 | $7.3k | 2.0k | 3.64 |
|
|
Douglas Emmett (DEI) | 0.0 | $7.3k | 500.00 | 14.50 |
|
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $6.8k | 25.00 | 270.80 |
|
|
Capitol Federal Financial (CFFN) | 0.0 | $6.5k | 1.0k | 6.45 |
|
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $6.0k | 104.00 | 57.64 |
|
|
Selectquote Ord (SLQT) | 0.0 | $5.5k | -78% | 4.0k | 1.37 |
|
Penn National Gaming (PENN) | 0.0 | $5.2k | 200.00 | 26.02 |
|
|
Regional Management (RM) | 0.0 | $5.0k | 200.00 | 25.08 |
|
|
W.W. Grainger (GWW) | 0.0 | $5.0k | 6.00 | 828.83 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $4.7k | -66% | 10.00 | 468.20 |
|
Highpeak Energy (HPK) | 0.0 | $4.6k | 325.00 | 14.24 |
|
|
Freeport-mcmoran CL B (FCX) | 0.0 | $4.5k | 106.00 | 42.58 |
|
|
Cummins (CMI) | 0.0 | $4.3k | 18.00 | 239.61 |
|
|
American Express Company (AXP) | 0.0 | $4.3k | +27% | 23.00 | 187.35 |
|
United Natural Foods (UNFI) | 0.0 | $4.1k | 255.00 | 16.23 |
|
|
S&p Global (SPGI) | 0.0 | $4.0k | +28% | 9.00 | 440.56 |
|
LSB Industries (LXU) | 0.0 | $3.9k | 423.00 | 9.31 |
|
|
Viatris (VTRS) | 0.0 | $3.8k | -33% | 352.00 | 10.83 |
|
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $3.8k | 44.00 | 85.39 |
|
|
Te Connectivity SHS (TEL) | 0.0 | $3.7k | 26.00 | 140.50 |
|
|
Oddity Tech Shs Cl A (ODD) | 0.0 | $3.5k | 75.00 | 46.53 |
|
|
EQT Corporation (EQT) | 0.0 | $3.4k | 89.00 | 38.66 |
|
|
Roblox Corp Cl A (RBLX) | 0.0 | $3.2k | -6% | 70.00 | 45.73 |
|
Shopify Cl A (SHOP) | 0.0 | $3.1k | NEW | 40.00 | 77.90 |
|
Rockwell Automation (ROK) | 0.0 | $3.1k | 10.00 | 310.50 |
|
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $3.1k | 223.00 | 13.80 |
|
|
American Homes 4 Rent Cl A (AMH) | 0.0 | $2.6k | 73.00 | 35.97 |
|
|
Tmc The Metals Company (TMC) | 0.0 | $2.6k | 2.4k | 1.10 |
|
|
Mid-America Apartment (MAA) | 0.0 | $2.4k | 18.00 | 134.50 |
|
|
Equinix (EQIX) | 0.0 | $2.4k | 3.00 | 805.67 |
|
|
Tyson Foods Cl A (TSN) | 0.0 | $2.3k | 42.00 | 53.76 |
|
|
Autodesk (ADSK) | 0.0 | $2.2k | -18% | 9.00 | 243.56 |
|
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) | 0.0 | $2.1k | -18% | 100.00 | 20.89 |
|
Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $2.1k | 100.00 | 20.83 |
|
|
Whirlpool Corporation (WHR) | 0.0 | $2.1k | 17.00 | 121.82 |
|
|
Unilever Spon Adr New (UL) | 0.0 | $2.0k | 42.00 | 48.50 |
|
|
Wabtec Corporation (WAB) | 0.0 | $2.0k | 16.00 | 126.94 |
|
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $2.0k | NEW | 50.00 | 40.24 |
|
stock (SPLK) | 0.0 | $2.0k | 13.00 | 152.38 |
|
|
C H Robinson Worldwide Com New (CHRW) | 0.0 | $1.8k | 21.00 | 86.43 |
|
|
Nio Spon Ads (NIO) | 0.0 | $1.6k | 175.00 | 9.07 |
|
|
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.6k | 30.00 | 52.40 |
|
|
Advanced Micro Devices (AMD) | 0.0 | $1.3k | -70% | 9.00 | 147.44 |
|
Growgeneration Corp (GRWG) | 0.0 | $1.3k | 500.00 | 2.51 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $1.2k | 5.00 | 241.80 |
|
|
First Tr Exchange-traded Dorsey Wright (IFV) | 0.0 | $1.2k | -63% | 60.00 | 19.55 |
|
Boston Scientific Corporation (BSX) | 0.0 | $1.1k | NEW | 19.00 | 57.84 |
|
Envirotech Vehicles Com New (EVTV) | 0.0 | $884.000000 | 650.00 | 1.36 |
|
|
Old Dominion Freight Line (ODFL) | 0.0 | $811.000000 | NEW | 2.00 | 405.50 |
|
Ingersoll Rand (IR) | 0.0 | $774.000000 | NEW | 10.00 | 77.40 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $757.000000 | NEW | 1.00 | 757.00 |
|
Netflix (NFLX) | 0.0 | $740.000000 | 2.00 | 370.00 |
|
|
Neurocrine Biosciences (NBIX) | 0.0 | $659.000000 | 5.00 | 131.80 |
|
|
Wingstop (WING) | 0.0 | $514.000000 | 2.00 | 257.00 |
|
|
Gamida Cell SHS (GMDA) | 0.0 | $413.000000 | 1.0k | 0.41 |
|
|
Logitech Intl S A SHS (LOGI) | 0.0 | $381.000000 | 4.00 | 95.25 |
|
|
International Paper Company (IP) | 0.0 | $362.000000 | 10.00 | 36.20 |
|
|
Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $362.000400 | NEW | 12.00 | 30.17 |
|
Nutex Health (NUTX) | 0.0 | $360.000000 | NEW | 2.0k | 0.18 |
|
3-d Sys Corp Del Com New (DDD) | 0.0 | $318.000000 | 50.00 | 6.36 |
|
|
Neuronetics (STIM) | 0.0 | $290.000000 | 100.00 | 2.90 |
|
|
Phillips 66 (PSX) | 0.0 | $134.000000 | 1.00 | 134.00 |
|
|
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $130.000000 | 2.00 | 65.00 |
|
|
Inovio Pharmaceuticals Com New (INO) | 0.0 | $114.997500 | 225.00 | 0.51 |
|
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $98.000000 | 1.00 | 98.00 |
|
|
Trinity Biotech Spon Adr New (TRIB) | 0.0 | $43.000000 | 100.00 | 0.43 |
|
|
Merchants Bancorp Ind (MBIN) | 0.0 | $43.000000 | NEW | 1.00 | 43.00 |
|
Asana Cl A (ASAN) | 0.0 | $39.000000 | 2.00 | 19.50 |
|
|
Tilray (TLRY) | 0.0 | $10.000000 | 4.00 | 2.50 |
|
|
Workhorse Group Com New (WKHS) | 0.0 | $6.000000 | 15.00 | 0.40 |
|
|
Canopy Growth Corp Com New | 0.0 | $6.000000 | NEW | 1.00 | 6.00 |
|
Past Filings by Atwood & Palmer
SEC 13F filings are viewable for Atwood & Palmer going back to 2011
- 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
- Atwood & Palmer 2020 Q2 filed July 24, 2020