Atwood & Palmer
Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, AVDE, URI, AVEM, JEMB, and represent 18.49% of Atwood & Palmer's stock portfolio.
- Added to shares of these 10 stocks: SHY, JEMB, JAAA, JSI, IWF, BBBI, AVIV, AVDV, PSQO, MGK.
- Started 27 new stock positions in ITA, AIG, HON, LQDA, Fervo Energy, USMV, HLT, SPCX, TTWO, ROST.
- Reduced shares in these 10 stocks: ON (-$8.5M), HLI (-$6.9M), , VSLU, GOOG, RSP, CSCO, WMT, FV, UTHR.
- Sold out of its positions in MSOS, AGL, ALGM, BA, CBRE, CFFN, Carnival Corporation, CRUS, CTAS, COHR.
- Atwood & Palmer was a net seller of stock by $-15M.
- Atwood & Palmer has $1.9B in assets under management (AUM), dropping by 5.81%.
- Central Index Key (CIK): 0001044929
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Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 495 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 4.5 | $84M | 237k | 353.33 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.7 | $69M | 772k | 89.20 |
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| United Rentals (URI) | 3.5 | $66M | 59k | 1132.89 |
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| American Centy Etf Tr avantis emgmkt (AVEM) | 3.5 | $65M | 675k | 96.49 |
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| Janus Detroit Str Tr (JEMB) | 3.3 | $63M | 1.2M | 53.80 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.2 | $60M | +2% | 732k | 82.11 |
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| Cisco Systems (CSCO) | 3.2 | $60M | 507k | 117.46 |
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| Janus Detroit Str Tr (JAAA) | 3.2 | $59M | 1.2M | 50.49 |
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| Palantir Technologies (PLTR) | 2.7 | $51M | 436k | 116.67 |
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| Abbvie (ABBV) | 2.6 | $49M | 196k | 251.64 |
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| Fifth Third Ban (FITB) | 2.5 | $47M | 839k | 56.37 |
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| Generac Holdings (GNRC) | 2.5 | $46M | 158k | 292.81 |
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| Gilead Sciences (GILD) | 2.4 | $44M | 350k | 126.34 |
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| Palmer Square Funds Trust (PSQO) | 2.3 | $42M | 2.0M | 20.67 |
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| Bondbloxx Etf Trust (BBBI) | 2.2 | $40M | 785k | 51.42 |
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| American Centy Etf Tr (AVIV) | 2.1 | $39M | 508k | 77.42 |
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| D.R. Horton (DHI) | 2.1 | $39M | 238k | 162.88 |
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| Apple (AAPL) | 2.0 | $37M | 127k | 289.36 |
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| Janus Detroit Str Tr (JSI) | 2.0 | $37M | +2% | 716k | 51.21 |
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| Ameriprise Financial (AMP) | 1.9 | $35M | 77k | 458.76 |
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| Lockheed Martin Corporation (LMT) | 1.8 | $35M | 68k | 509.46 |
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| Goldman Sachs (GS) | 1.8 | $34M | 33k | 1011.38 |
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| United Therapeutics Corporation (UTHR) | 1.8 | $33M | 62k | 541.83 |
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| Nokia Corporation (NOK) | 1.7 | $33M | 2.5M | 13.28 |
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| MercadoLibre (MELI) | 1.7 | $31M | 19k | 1697.39 |
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| MasterCard Incorporated (MA) | 1.6 | $31M | 60k | 513.60 |
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| NVIDIA Corporation (NVDA) | 1.6 | $30M | 152k | 200.09 |
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| Wal-Mart Stores (WMT) | 1.5 | $29M | 254k | 113.26 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.5 | $29M | +2% | 279k | 103.05 |
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| Tortoise North American Pipeline Fund (TPYP) | 1.5 | $28M | 670k | 41.93 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $28M | 56k | 496.73 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $27M | 55k | 501.36 |
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| Leidos Holdings (LDOS) | 1.4 | $27M | 259k | 102.97 |
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| Regeneron Pharmaceuticals (REGN) | 1.4 | $26M | 42k | 623.54 |
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| Cdw (CDW) | 1.2 | $22M | 158k | 140.64 |
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| Garmin (GRMN) | 1.2 | $22M | 93k | 237.54 |
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| Ishares Ibonds Dec 2028 Term T (IBTI) | 1.1 | $21M | 959k | 22.14 |
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| Bondbloxx Bb Rated Usd Hy Cb (XBB) | 1.1 | $21M | 507k | 40.99 |
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| Ishares Ibonds Dec 2029 Term T (IBTJ) | 1.1 | $21M | 959k | 21.65 |
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| ON Semiconductor (ON) | 1.1 | $21M | -29% | 217k | 94.54 |
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| Ishares Tr 0-5yr hi yl cp (SHYG) | 1.1 | $20M | 466k | 42.41 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.0 | $19M | 363k | 52.41 |
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| L3harris Technologies (LHX) | 1.0 | $19M | 64k | 290.59 |
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| Lowe's Companies (LOW) | 0.8 | $16M | 70k | 220.49 |
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| Uber Technologies (UBER) | 0.7 | $14M | +2% | 186k | 72.16 |
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| Ishares Tr int dev mom fc (IMTM) | 0.6 | $12M | 225k | 53.33 |
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| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.6 | $12M | 256k | 45.70 |
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| Alibaba Group Holding (BABA) | 0.5 | $9.6M | 100k | 95.98 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $8.7M | 25k | 357.37 |
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| Central BanCo (CBC) | 0.5 | $8.6M | 282k | 30.38 |
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| Etf Opportunities Trust (VSLU) | 0.4 | $8.2M | -12% | 178k | 46.25 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $6.4M | -15% | 30k | 212.77 |
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| Johnson & Johnson (JNJ) | 0.3 | $6.3M | 25k | 253.97 |
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| Home Depot (HD) | 0.3 | $6.3M | 18k | 352.69 |
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| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.3 | $5.6M | -8% | 74k | 75.88 |
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| Jack Henry & Associates (JKHY) | 0.3 | $5.6M | 40k | 137.74 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $4.4M | 40k | 109.77 |
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| Commerce Bancshares (CBSH) | 0.2 | $4.1M | 71k | 57.75 |
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| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.2 | $3.9M | 39k | 100.16 |
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| Applied Finance Ivs Us Smid Etf (IVSS) | 0.2 | $3.7M | 123k | 29.92 |
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| Becton, Dickinson and (BDX) | 0.2 | $3.0M | -5% | 20k | 151.33 |
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| Procter & Gamble Company (PG) | 0.2 | $3.0M | 20k | 146.64 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.9M | 8.8k | 327.33 |
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| Houlihan Lokey Inc cl a (HLI) | 0.1 | $2.8M | -71% | 21k | 134.13 |
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| Caterpillar (CAT) | 0.1 | $2.6M | -4% | 2.4k | 1064.90 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | 13k | 189.72 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | 26k | 91.68 |
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| Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $2.3M | -2% | 44k | 52.00 |
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| Amazon (AMZN) | 0.1 | $2.2M | +2% | 9.4k | 238.34 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | 2.3k | 978.12 |
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| Amgen (AMGN) | 0.1 | $2.0M | 5.5k | 362.12 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $1.9M | 3.9k | 500.39 |
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| Microsoft Corporation (MSFT) | 0.1 | $1.9M | -7% | 5.0k | 373.02 |
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| Pepsi (PEP) | 0.1 | $1.8M | -2% | 13k | 135.40 |
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| Ishares Tr (IBTK) | 0.1 | $1.7M | -3% | 87k | 19.54 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $1.6M | -4% | 13k | 117.45 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.5M | -18% | 2.0k | 746.94 |
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| Highwoods Properties (HIW) | 0.1 | $1.4M | 48k | 30.16 |
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| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.1 | $1.3M | -8% | 27k | 49.78 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $1.3M | 8.1k | 164.27 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.3M | -14% | 9.2k | 142.76 |
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| iShares S&P 500 Index (IVV) | 0.1 | $1.3M | 1.7k | 749.06 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | 1.4k | 935.47 |
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| Hilltop Holdings (HTH) | 0.1 | $1.3M | 33k | 38.78 |
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| Paychex (PAYX) | 0.1 | $1.3M | 13k | 98.33 |
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| Iron Mountain (IRM) | 0.1 | $1.2M | 9.5k | 126.30 |
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| International Business Machines (IBM) | 0.1 | $1.2M | 4.2k | 281.21 |
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| Broadcom (AVGO) | 0.1 | $1.1M | 3.0k | 377.75 |
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| Deere & Company (DE) | 0.1 | $1.1M | 1.8k | 634.33 |
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| PNC Financial Services (PNC) | 0.1 | $1.1M | 4.5k | 246.22 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.0M | +300% | 8.4k | 124.17 |
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| Janus Detroit Str Tr fund (JMBS) | 0.1 | $1.0M | 23k | 44.99 |
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| Waters Corporation (WAT) | 0.1 | $957k | -9% | 2.6k | 375.04 |
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| Qualcomm (QCOM) | 0.0 | $909k | 4.9k | 184.79 |
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| Coca-Cola Company (KO) | 0.0 | $899k | 11k | 81.27 |
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| Tesla Motors (TSLA) | 0.0 | $884k | +2% | 2.1k | 420.60 |
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| McDonald's Corporation (MCD) | 0.0 | $878k | 3.2k | 270.31 |
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| Nextera Energy (NEE) | 0.0 | $842k | 9.6k | 87.77 |
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| Chevron Corporation (CVX) | 0.0 | $825k | -2% | 5.0k | 165.76 |
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| Goldman Sachs Etf Tr access hig yld (GHYB) | 0.0 | $812k | -4% | 18k | 44.86 |
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| Philip Morris International (PM) | 0.0 | $794k | 4.4k | 180.91 |
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| Automatic Data Processing (ADP) | 0.0 | $793k | 3.5k | 223.95 |
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| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $772k | +298% | 8.8k | 87.91 |
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| American Electric Power Company (AEP) | 0.0 | $753k | 5.5k | 136.81 |
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| Berkshire Hathaway (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
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| U.S. Bancorp (USB) | 0.0 | $713k | 12k | 60.40 |
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| Intel Corporation (INTC) | 0.0 | $685k | -25% | 4.9k | 139.63 |
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| Eli Lilly & Co. (LLY) | 0.0 | $681k | +7% | 568.00 | 1199.43 |
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| Arista Networks (ANET) | 0.0 | $680k | -10% | 4.0k | 169.88 |
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| Bristol Myers Squibb (BMY) | 0.0 | $676k | 12k | 57.62 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $672k | 8.5k | 79.03 |
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| Emerson Electric (EMR) | 0.0 | $611k | 4.3k | 143.13 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $566k | 1.5k | 370.04 |
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| Regions Financial Corporation (RF) | 0.0 | $559k | 19k | 30.20 |
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| Carrier Global Corporation (CARR) | 0.0 | $558k | 7.6k | 73.35 |
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| TJX Companies (TJX) | 0.0 | $553k | +2% | 3.7k | 151.50 |
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| Facebook Inc cl a (META) | 0.0 | $542k | +4% | 962.00 | 563.29 |
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| Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.0 | $534k | 11k | 50.58 |
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| Waste Management (WM) | 0.0 | $524k | -15% | 2.4k | 222.88 |
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| Saia (SAIA) | 0.0 | $516k | -7% | 1.2k | 421.16 |
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| Oracle Corporation (ORCL) | 0.0 | $496k | 3.4k | 146.55 |
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| Curtiss-Wright (CW) | 0.0 | $491k | 648.00 | 757.76 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $480k | 1.7k | 281.03 |
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| Bank of America Corporation (BAC) | 0.0 | $454k | -18% | 8.0k | 56.98 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $429k | 1.4k | 306.25 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $418k | 4.5k | 92.28 |
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| Ecolab (ECL) | 0.0 | $410k | 1.5k | 278.61 |
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| Amphenol Corporation (APH) | 0.0 | $409k | 2.3k | 176.32 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $379k | +11% | 497.00 | 763.14 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $378k | 3.2k | 117.67 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $370k | 2.3k | 158.04 |
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| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $362k | 1.8k | 197.63 |
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| Palo Alto Networks (PANW) | 0.0 | $359k | -22% | 1.1k | 341.02 |
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| General Electric (GE) | 0.0 | $355k | 949.00 | 373.88 |
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| Altria (MO) | 0.0 | $346k | 4.8k | 71.95 |
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| Visa (V) | 0.0 | $345k | -23% | 1.0k | 343.09 |
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| Trane Technologies (TT) | 0.0 | $344k | 700.00 | 491.16 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $338k | 4.4k | 77.11 |
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| Mplx (MPLX) | 0.0 | $329k | 5.8k | 56.33 |
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| Enterprise Products Partners (EPD) | 0.0 | $328k | 8.9k | 36.76 |
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| Eaton (ETN) | 0.0 | $328k | +7% | 769.00 | 426.12 |
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| American Centy Etf Tr (AVLV) | 0.0 | $322k | 3.5k | 91.20 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $308k | 4.5k | 68.41 |
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| Sempra Energy (SRE) | 0.0 | $306k | 3.3k | 92.71 |
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| Ge Vernova (GEV) | 0.0 | $306k | +11% | 260.00 | 1175.72 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $299k | 1.2k | 242.43 |
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| Axon Enterprise (AXON) | 0.0 | $292k | 520.00 | 560.61 |
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| Labcorp Holdings (LH) | 0.0 | $280k | 1.0k | 280.00 |
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| Fortune Brands (FBIN) | 0.0 | $279k | 5.1k | 54.90 |
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| American Centy Etf Tr (AVIG) | 0.0 | $275k | 6.6k | 41.41 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $274k | 3.8k | 71.60 |
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| Ishares Tr core div grwth (DGRO) | 0.0 | $273k | 3.6k | 75.78 |
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| Cardinal Health (CAH) | 0.0 | $262k | 1.1k | 237.56 |
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| Wells Fargo & Company (WFC) | 0.0 | $242k | -2% | 2.9k | 82.64 |
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| Pfizer (PFE) | 0.0 | $239k | 9.9k | 24.08 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $209k | 2.3k | 90.79 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $209k | 1.4k | 148.36 |
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| Vanguard Growth ETF (VUG) | 0.0 | $206k | +1506% | 2.4k | 86.14 |
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| Cadence Design Systems (CDNS) | 0.0 | $190k | 505.00 | 375.32 |
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| Union Pacific Corporation (UNP) | 0.0 | $186k | -15% | 685.00 | 272.00 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $179k | 2.1k | 86.65 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $177k | 3.5k | 50.57 |
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| Arch Capital Group (ACGL) | 0.0 | $175k | 1.8k | 97.06 |
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| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $174k | 800.00 | 217.22 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $174k | 1.3k | 136.72 |
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| Duke Energy (DUK) | 0.0 | $171k | 1.3k | 126.58 |
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| Vanguard Mid-Cap ETF (VO) | 0.0 | $171k | +300% | 2.1k | 80.57 |
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| Barclays (BCS) | 0.0 | $164k | 6.1k | 26.86 |
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| Enterprise Financial Services (EFSC) | 0.0 | $162k | 2.5k | 65.88 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $157k | -40% | 223.00 | 701.77 |
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| Targa Res Corp (TRGP) | 0.0 | $154k | 575.00 | 268.14 |
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| Vanguard Large-Cap ETF (VV) | 0.0 | $154k | 448.00 | 343.98 |
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| Capital One Financial (COF) | 0.0 | $153k | 764.00 | 200.62 |
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| O'reilly Automotive (ORLY) | 0.0 | $152k | 1.7k | 92.09 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $150k | 2.7k | 56.04 |
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| Walt Disney Company (DIS) | 0.0 | $147k | 1.5k | 96.25 |
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| Honeywell International (HON) | 0.0 | $141k | NEW | 628.00 | 223.90 |
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| American Centy Etf Tr (AVMC) | 0.0 | $140k | 1.7k | 80.27 |
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| Honeywell Aerospace (HONA) | 0.0 | $139k | NEW | 628.00 | 221.08 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $139k | +900% | 460.00 | 301.71 |
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| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $138k | 2.8k | 50.15 |
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| Kinder Morgan (KMI) | 0.0 | $133k | 4.2k | 31.97 |
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| iShares Morningstar Large Growth (ILCG) | 0.0 | $132k | 1.1k | 117.06 |
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| Williams Companies (WMB) | 0.0 | $132k | 1.8k | 74.34 |
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| Fortinet (FTNT) | 0.0 | $132k | 860.00 | 153.62 |
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| American Centy Etf Tr (AVDS) | 0.0 | $128k | 1.7k | 75.28 |
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| Quanta Services (PWR) | 0.0 | $128k | 178.00 | 720.04 |
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| Tc Energy Corp (TRP) | 0.0 | $126k | 1.9k | 66.29 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $118k | 322.00 | 366.24 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $118k | 658.00 | 178.56 |
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| First Trust Health Care AlphaDEX (FXH) | 0.0 | $116k | 950.00 | 122.40 |
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| Draftkings (DKNG) | 0.0 | $116k | 4.6k | 25.26 |
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| Lam Research (LRCX) | 0.0 | $115k | -36% | 266.00 | 433.33 |
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| Cheniere Energy (LNG) | 0.0 | $113k | 472.00 | 239.01 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $110k | 451.00 | 242.75 |
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| Evergy (EVRG) | 0.0 | $109k | 1.3k | 86.43 |
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| Merck & Co (MRK) | 0.0 | $109k | +9% | 849.00 | 128.50 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $107k | 1.1k | 96.39 |
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| HEICO Corporation (HEI) | 0.0 | $107k | 300.00 | 356.19 |
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| Amplify Etf Tr a (DIVO) | 0.0 | $97k | 2.1k | 45.70 |
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| iShares Russell 2000 Value Index (IWN) | 0.0 | $97k | 439.00 | 221.20 |
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| Omni (OMC) | 0.0 | $97k | 1.3k | 72.83 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $96k | +3% | 140.00 | 686.81 |
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| Tri-Continental Corporation (TY) | 0.0 | $94k | 2.7k | 34.42 |
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| Energy Transfer Equity (ET) | 0.0 | $92k | 4.8k | 19.12 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $92k | 853.00 | 107.63 |
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| First Trust DJ Internet Index Fund (FDN) | 0.0 | $91k | 345.00 | 264.72 |
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| Linde (LIN) | 0.0 | $91k | +12% | 175.00 | 518.94 |
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| Klarna Group (KLAR) | 0.0 | $86k | NEW | 4.2k | 20.24 |
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| SPDR Gold Trust (GLD) | 0.0 | $85k | +645% | 231.00 | 368.38 |
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| Edwards Lifesciences (EW) | 0.0 | $83k | 916.00 | 90.46 |
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| Texas Capital Bancshares (TCBI) | 0.0 | $83k | 800.00 | 103.26 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $80k | 336.00 | 236.62 |
|
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| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $79k | -78% | 108.00 | 734.71 |
|
| S&p Global (SPGI) | 0.0 | $79k | 195.00 | 406.29 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $78k | 812.00 | 96.58 |
|
|
| Ishares Tr liquid inc etf (ICSH) | 0.0 | $77k | 1.5k | 50.58 |
|
|
| Energizer Holdings (ENR) | 0.0 | $77k | 3.6k | 21.44 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $76k | 607.00 | 124.86 |
|
|
| UnitedHealth (UNH) | 0.0 | $75k | -32% | 181.00 | 415.64 |
|
| Kenvue (KVUE) | 0.0 | $75k | 3.9k | 19.11 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $74k | 1.1k | 66.98 |
|
|
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $71k | 747.00 | 94.87 |
|
|
| ConocoPhillips (COP) | 0.0 | $70k | +11% | 672.00 | 103.96 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $69k | 971.00 | 71.25 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $68k | 172.00 | 397.68 |
|
|
| Dominion Resources (D) | 0.0 | $68k | 1.0k | 68.29 |
|
|
| Target Corporation (TGT) | 0.0 | $68k | 522.00 | 130.69 |
|
|
| Ishares Bitcoin Tr (IBIT) | 0.0 | $68k | 2.0k | 33.29 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $67k | 460.00 | 146.41 |
|
|
| Applied Materials (AMAT) | 0.0 | $65k | 90.00 | 723.00 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $63k | 716.00 | 88.26 |
|
|
| Humana (HUM) | 0.0 | $61k | 153.00 | 397.22 |
|
|
| Medtronic (MDT) | 0.0 | $61k | 775.00 | 78.23 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $60k | 197.00 | 303.12 |
|
|
| Tyler Technologies (TYL) | 0.0 | $60k | 204.00 | 292.46 |
|
|
| Servicenow (NOW) | 0.0 | $60k | +20% | 600.00 | 99.28 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $59k | 255.00 | 229.57 |
|
|
| Corteva (CTVA) | 0.0 | $58k | -2% | 679.00 | 84.69 |
|
| Danaher Corporation (DHR) | 0.0 | $57k | 300.00 | 190.48 |
|
|
| Asml Holding (ASML) | 0.0 | $56k | 28.00 | 1989.46 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $55k | 330.00 | 167.73 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $55k | 535.00 | 103.45 |
|
|
| Seagate Technology (STX) | 0.0 | $53k | 55.00 | 965.00 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $53k | 582.00 | 90.74 |
|
|
| First Trust Ind/Prod AlphaDEX (FXR) | 0.0 | $52k | 575.00 | 91.12 |
|
|
| Masterbrand Inc-w/i (MBC) | 0.0 | $52k | 5.1k | 10.29 |
|
|
| Janus Short Duration (VNLA) | 0.0 | $51k | 1.1k | 48.87 |
|
|
| Plains All American Pipeline (PAA) | 0.0 | $51k | 2.3k | 22.26 |
|
|
| Flowers Foods (FLO) | 0.0 | $50k | 6.4k | 7.90 |
|
|
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $50k | 150.00 | 334.69 |
|
|
| Travelers Companies (TRV) | 0.0 | $50k | 150.00 | 330.12 |
|
|
| Permian Resources Corp Class A (PR) | 0.0 | $47k | 2.6k | 18.41 |
|
|
| Galectin Therapeutics (GALT) | 0.0 | $46k | 10k | 4.64 |
|
|
| Vanguard Value ETF (VTV) | 0.0 | $45k | 208.00 | 217.93 |
|
|
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $45k | 986.00 | 45.52 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.0 | $45k | 196.00 | 227.11 |
|
|
| First Tr Exchange Traded Fd nasdaq transn (FTXR) | 0.0 | $44k | 975.00 | 45.57 |
|
|
| Chubb (CB) | 0.0 | $44k | 130.00 | 340.75 |
|
|
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.0 | $44k | 1.8k | 24.31 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $43k | 365.00 | 117.50 |
|
|
| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $43k | 800.00 | 53.34 |
|
|
| salesforce (CRM) | 0.0 | $42k | -9% | 265.00 | 156.88 |
|
| Dell Technologies (DELL) | 0.0 | $41k | +860% | 96.00 | 431.47 |
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $40k | 1.3k | 30.01 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $39k | +109% | 1.2k | 34.00 |
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $39k | +712% | 325.00 | 119.52 |
|
| Travel Leisure Ord (TNL) | 0.0 | $38k | 500.00 | 76.43 |
|
|
| Entergy Corporation (ETR) | 0.0 | $38k | 330.00 | 114.86 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $38k | 448.00 | 84.21 |
|
|
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $38k | 545.00 | 69.17 |
|
|
| New York Mortgage Tr (ADAM) | 0.0 | $38k | 4.0k | 9.38 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $37k | 315.00 | 117.25 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $37k | 617.00 | 59.69 |
|
|
| Newmark Group (NMRK) | 0.0 | $37k | 2.4k | 15.11 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $37k | 200.00 | 183.11 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $36k | 121.00 | 299.02 |
|
|
| Allstate Corporation (ALL) | 0.0 | $36k | 150.00 | 237.94 |
|
|
| Motorola Solutions (MSI) | 0.0 | $35k | 85.00 | 415.29 |
|
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $35k | 607.00 | 57.67 |
|
|
| Simon Property (SPG) | 0.0 | $35k | -4% | 155.00 | 223.65 |
|
| Cleveland-cliffs (CLF) | 0.0 | $34k | 3.6k | 9.39 |
|
|
| Dex (DXCM) | 0.0 | $34k | 500.00 | 67.35 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $33k | -58% | 112.00 | 298.07 |
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $33k | 897.00 | 36.89 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $33k | 394.00 | 82.92 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $32k | +2% | 411.00 | 76.56 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $31k | -2% | 410.00 | 76.40 |
|
| SPDR S&P Dividend (SDY) | 0.0 | $30k | 200.00 | 152.18 |
|
|
| Dow (DOW) | 0.0 | $30k | 1.1k | 27.36 |
|
|
| Tapestry (TPR) | 0.0 | $30k | -2% | 204.00 | 146.38 |
|
| Martin Marietta Materials (MLM) | 0.0 | $29k | 51.00 | 576.71 |
|
|
| Getty Realty (GTY) | 0.0 | $29k | 879.00 | 33.36 |
|
|
| Van Eck Merk Gold Tr gold (OUNZ) | 0.0 | $29k | 749.00 | 38.59 |
|
|
| iShares MSCI Canada Index (EWC) | 0.0 | $29k | 500.00 | 57.64 |
|
|
| Space X (SPCX) | 0.0 | $29k | NEW | 167.00 | 170.86 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $28k | +8% | 828.00 | 33.85 |
|
| Solstice Advanced Matls (SOLS) | 0.0 | $28k | 313.00 | 88.60 |
|
|
| Adams Express Company (ADX) | 0.0 | $27k | 1.1k | 25.55 |
|
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $27k | 315.00 | 85.49 |
|
|
| Blackrock (BLK) | 0.0 | $27k | +40% | 28.00 | 961.57 |
|
| Edgewell Pers Care (EPC) | 0.0 | $27k | 1.0k | 26.86 |
|
|
| Morgan Stanley (MS) | 0.0 | $27k | 127.00 | 209.05 |
|
|
| Consolidated Edison (ED) | 0.0 | $26k | 232.00 | 110.63 |
|
|
| Corning Incorporated (GLW) | 0.0 | $26k | NEW | 100.00 | 255.43 |
|
| Ametek (AME) | 0.0 | $25k | -2% | 104.00 | 241.94 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $25k | 1.4k | 17.97 |
|
|
| American Tower Reit (AMT) | 0.0 | $25k | 150.00 | 163.57 |
|
|
| Fiserv (FISV) | 0.0 | $25k | 500.00 | 49.05 |
|
|
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $24k | 195.00 | 124.11 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $24k | 351.00 | 67.80 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $24k | 550.00 | 43.18 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $23k | 183.00 | 128.08 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $23k | 50.00 | 459.14 |
|
|
| Digital World Acquisition (DJTWW) | 0.0 | $23k | 7.1k | 3.19 |
|
|
| Booking Holdings (BKNG) | 0.0 | $22k | +2400% | 125.00 | 178.24 |
|
| HSBC Holdings (HSBC) | 0.0 | $22k | 233.00 | 95.09 |
|
|
| Euronet Worldwide (EEFT) | 0.0 | $22k | 300.00 | 73.19 |
|
|
| Hca Holdings (HCA) | 0.0 | $22k | -3% | 56.00 | 389.89 |
|
| Western Digital (WDC) | 0.0 | $22k | +112% | 34.00 | 638.74 |
|
| H&R Block (HRB) | 0.0 | $22k | 570.00 | 38.08 |
|
|
| Exelixis (EXEL) | 0.0 | $22k | 395.00 | 54.41 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $21k | 207.00 | 102.19 |
|
|
| Ralph Lauren Corp (RL) | 0.0 | $21k | -3% | 51.00 | 401.41 |
|
| Columbia India Consumer Etf etp (INCO) | 0.0 | $20k | 330.00 | 59.65 |
|
|
| Apa Corporation (APA) | 0.0 | $20k | 600.00 | 32.57 |
|
|
| Acuity Brands (AYI) | 0.0 | $19k | 51.00 | 376.67 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $19k | -18% | 400.00 | 47.94 |
|
| General Dynamics Corporation (GD) | 0.0 | $19k | NEW | 54.00 | 354.24 |
|
| Ubiquiti (UI) | 0.0 | $19k | -82% | 36.00 | 531.22 |
|
| Palomar Hldgs (PLMR) | 0.0 | $19k | 150.00 | 126.39 |
|
|
| Qnity Electronics (Q) | 0.0 | $19k | +1783% | 113.00 | 163.32 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $18k | 165.00 | 110.32 |
|
|
| Stonex Group (SNEX) | 0.0 | $18k | 150.00 | 118.50 |
|
|
| First Solar (FSLR) | 0.0 | $18k | -5% | 75.00 | 235.96 |
|
| CenterPoint Energy (CNP) | 0.0 | $18k | 400.00 | 44.04 |
|
|
| Fortrea Hldgs (FTRE) | 0.0 | $17k | 1.0k | 17.40 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $17k | 100.00 | 173.84 |
|
|
| Nike (NKE) | 0.0 | $17k | +13% | 412.00 | 41.08 |
|
| RPM International (RPM) | 0.0 | $17k | 150.00 | 111.15 |
|
|
| Anheuser-Busch InBev NV (BUD) | 0.0 | $17k | 200.00 | 82.40 |
|
|
| Progressive Corporation (PGR) | 0.0 | $16k | 75.00 | 218.45 |
|
|
| iShares Gold Trust (IAU) | 0.0 | $16k | +6% | 213.00 | 75.51 |
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $16k | -76% | 223.00 | 71.86 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $16k | 110.00 | 144.62 |
|
|
| Emcor (EME) | 0.0 | $16k | 19.00 | 829.89 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $16k | +2% | 514.00 | 30.49 |
|
| EOG Resources (EOG) | 0.0 | $16k | 120.00 | 129.73 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $15k | -9% | 104.00 | 146.12 |
|
| Illinois Tool Works (ITW) | 0.0 | $15k | NEW | 55.00 | 270.47 |
|
| Cinemark Holdings (CNK) | 0.0 | $14k | 452.00 | 31.73 |
|
|
| Shopify Inc cl a (SHOP) | 0.0 | $14k | 122.00 | 114.18 |
|
|
| Analog Devices (ADI) | 0.0 | $14k | 35.00 | 397.17 |
|
|
| Dupont De Nemours (DD) | 0.0 | $14k | NEW | 102.00 | 135.65 |
|
| Banc Of California (BANC) | 0.0 | $13k | 656.00 | 20.43 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $13k | 415.00 | 31.61 |
|
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $13k | 413.00 | 31.67 |
|
|
| Lineage (LINE) | 0.0 | $13k | 300.00 | 43.25 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $13k | 207.00 | 62.05 |
|
|
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $12k | +500% | 150.00 | 82.62 |
|
| CMS Energy Corporation (CMS) | 0.0 | $12k | 160.00 | 76.50 |
|
|
| Transocean (RIG) | 0.0 | $12k | 2.5k | 4.89 |
|
|
| Verizon Communications (VZ) | 0.0 | $12k | -8% | 287.00 | 42.34 |
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $12k | 189.00 | 64.01 |
|
|
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $12k | 107.00 | 111.32 |
|
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $12k | 30.00 | 396.63 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $11k | -10% | 25.00 | 451.00 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $11k | 225.00 | 49.82 |
|
|
| Shake Shack Inc cl a (SHAK) | 0.0 | $11k | 200.00 | 56.02 |
|
|
| Textron (TXT) | 0.0 | $11k | 120.00 | 91.73 |
|
|
| Phillips 66 (PSX) | 0.0 | $11k | +6400% | 65.00 | 169.06 |
|
| Pulte (PHM) | 0.0 | $11k | -5% | 79.00 | 137.22 |
|
| Principal Financial (PFG) | 0.0 | $11k | 100.00 | 107.78 |
|
|
| Brp Group (BWIN) | 0.0 | $10k | 392.00 | 26.59 |
|
|
| Ford Motor Company (F) | 0.0 | $9.8k | 706.00 | 13.91 |
|
|
| Franklin Templeton Etf Tr ftse mexico (FLMX) | 0.0 | $9.3k | 255.00 | 36.63 |
|
|
| Bellring Brands (BRBR) | 0.0 | $9.0k | -23% | 699.00 | 12.94 |
|
| Mannkind (MNKD) | 0.0 | $8.5k | 2.0k | 4.26 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $8.5k | 345.00 | 24.55 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $8.4k | 145.00 | 57.84 |
|
|
| W.W. Grainger (GWW) | 0.0 | $8.2k | 6.00 | 1360.50 |
|
|
| First Trust Iv Enhanced Short (FTSM) | 0.0 | $8.0k | 133.00 | 59.89 |
|
|
| Nano Nuclear Energy (NNE) | 0.0 | $7.9k | 375.00 | 21.14 |
|
|
| American Express Company (AXP) | 0.0 | $7.8k | 23.00 | 338.26 |
|
|
| Cme (CME) | 0.0 | $7.7k | 35.00 | 220.86 |
|
|
| Prudential Financial (PRU) | 0.0 | $7.7k | 71.00 | 107.94 |
|
|
| Innodata Isogen (INOD) | 0.0 | $7.6k | -50% | 100.00 | 75.58 |
|
| Moderna (MRNA) | 0.0 | $7.0k | 100.00 | 70.03 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $7.0k | 42.00 | 166.69 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $6.9k | NEW | 21.00 | 330.48 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $6.7k | 106.00 | 62.90 |
|
|
| Copart (CPRT) | 0.0 | $6.5k | 231.00 | 28.19 |
|
|
| AutoZone (AZO) | 0.0 | $6.4k | 2.00 | 3196.00 |
|
|
| Ross Stores (ROST) | 0.0 | $6.4k | NEW | 30.00 | 212.87 |
|
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $6.4k | 125.00 | 51.06 |
|
|
| Msci Emg Ex Ch msci emg ex ch (KEMX) | 0.0 | $6.3k | 121.00 | 52.42 |
|
|
| Reddit (RDDT) | 0.0 | $6.1k | 35.00 | 173.60 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $6.0k | +111% | 19.00 | 317.58 |
|
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $5.8k | 53.00 | 110.15 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $5.8k | -82% | 10.00 | 581.00 |
|
| Intuit (INTU) | 0.0 | $5.7k | 22.00 | 261.00 |
|
|
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $5.6k | 28.00 | 199.82 |
|
|
| Te Connectivity (TEL) | 0.0 | $5.2k | 26.00 | 201.62 |
|
|
| Republic Services (RSG) | 0.0 | $5.1k | 24.00 | 213.08 |
|
|
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $5.1k | 197.00 | 25.95 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $5.1k | -9% | 10.00 | 509.40 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $4.9k | 19.00 | 255.68 |
|
|
| EQT Corporation (EQT) | 0.0 | $4.7k | 89.00 | 53.18 |
|
|
| Fidelity Ethereum Fund Etf (FETH) | 0.0 | $4.7k | 300.00 | 15.74 |
|
|
| Delta Air Lines (DAL) | 0.0 | $4.7k | -31% | 50.00 | 93.66 |
|
| Valero Energy Corporation (VLO) | 0.0 | $4.4k | 17.00 | 260.47 |
|
|
| Ishares Tr msci usa small (ESML) | 0.0 | $4.4k | 79.00 | 55.94 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $4.3k | -15% | 16.00 | 269.62 |
|
| Penn National Gaming (PENN) | 0.0 | $4.3k | 200.00 | 21.36 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $4.0k | +12% | 222.00 | 17.93 |
|
| Roblox Corp (RBLX) | 0.0 | $3.8k | 70.00 | 54.39 |
|
|
| Sable Offshore Corp (SOC) | 0.0 | $3.7k | 1.2k | 3.08 |
|
|
| Cummins (CMI) | 0.0 | $3.6k | 5.00 | 713.40 |
|
|
| Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $3.4k | 36.00 | 95.44 |
|
|
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $3.4k | 21.00 | 162.10 |
|
|
| Embecta Corporation (EMBC) | 0.0 | $3.4k | 1.0k | 3.26 |
|
|
| FedEx Corporation (FDX) | 0.0 | $3.1k | 10.00 | 313.20 |
|
|
| Equinix (EQIX) | 0.0 | $3.1k | 3.00 | 1042.67 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $3.1k | 14.00 | 219.50 |
|
|
| Technology SPDR (XLK) | 0.0 | $3.0k | 16.00 | 190.56 |
|
|
| Fervo Energy | 0.0 | $2.9k | NEW | 100.00 | 29.23 |
|
| Roper Industries (ROP) | 0.0 | $2.7k | 8.00 | 338.50 |
|
|
| Coastal Finl Corp Wa (CCB) | 0.0 | $2.6k | 33.00 | 77.52 |
|
|
| Ciena Corporation (CIEN) | 0.0 | $2.5k | 5.00 | 490.60 |
|
|
| American Homes 4 Rent-a reit (AMH) | 0.0 | $2.4k | 73.00 | 33.52 |
|
|
| Astera Labs (ALAB) | 0.0 | $2.4k | 5.00 | 483.20 |
|
|
| Casey's General Stores (CASY) | 0.0 | $2.4k | 3.00 | 795.00 |
|
|
| Unilever (UL) | 0.0 | $2.2k | 37.00 | 60.14 |
|
|
| Cigna Corp (CI) | 0.0 | $2.2k | 8.00 | 275.75 |
|
|
| Blackrock Etf Trust Ii (CLOA) | 0.0 | $2.2k | NEW | 42.00 | 51.93 |
|
| United Parcel Service (UPS) | 0.0 | $2.2k | 20.00 | 107.50 |
|
|
| Exelon Corporation (EXC) | 0.0 | $2.1k | 46.00 | 46.63 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $2.0k | 28.00 | 69.82 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.8k | -92% | 9.00 | 205.11 |
|
| Jp Morgan Exchange Traded Fd fund (JVAL) | 0.0 | $1.8k | 30.00 | 58.67 |
|
|
| Autodesk (ADSK) | 0.0 | $1.7k | 9.00 | 194.44 |
|
|
| Timken Company (TKR) | 0.0 | $1.7k | 12.00 | 145.33 |
|
|
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $1.7k | 17.00 | 100.35 |
|
|
| Service Corporation International (SCI) | 0.0 | $1.4k | 18.00 | 76.00 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.3k | 1.00 | 1333.00 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $1.3k | 1.5k | 0.84 |
|
|
| On Hldg (ONON) | 0.0 | $1.2k | +16% | 35.00 | 35.43 |
|
| Diamondback Energy (FANG) | 0.0 | $1.2k | 7.00 | 175.86 |
|
|
| Bloom Energy Corp (BE) | 0.0 | $1.2k | NEW | 4.00 | 302.75 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.2k | 15.00 | 77.60 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $1.1k | 18.00 | 63.33 |
|
|
| Biogen Idec (BIIB) | 0.0 | $1.1k | -58% | 5.00 | 216.20 |
|
| Pjt Partners (PJT) | 0.0 | $1.1k | 7.00 | 151.00 |
|
|
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $994.998500 | NEW | 43.00 | 23.14 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $990.000000 | 10.00 | 99.00 |
|
|
| Vanguard Utilities ETF (VPU) | 0.0 | $979.000000 | NEW | 5.00 | 195.80 |
|
| Ishares Tr usa min vo (USMV) | 0.0 | $965.000000 | NEW | 10.00 | 96.50 |
|
| Stryker Corporation (SYK) | 0.0 | $945.000000 | 3.00 | 315.00 |
|
|
| Nio Inc spon ads (NIO) | 0.0 | $886.007500 | -7% | 175.00 | 5.06 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $843.000000 | 5.00 | 168.60 |
|
|
| Ingersoll Rand (IR) | 0.0 | $820.000000 | 10.00 | 82.00 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $810.999800 | 19.00 | 42.68 |
|
|
| Oddity Tech Cl A Ord (ODD) | 0.0 | $757.000000 | 50.00 | 15.14 |
|
|
| Fedex Fght Hldg (FDXF) | 0.0 | $755.000000 | NEW | 5.00 | 151.00 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $750.000000 | NEW | 3.00 | 250.00 |
|
| Growgeneration Corp (GRWG) | 0.0 | $740.000000 | 500.00 | 1.48 |
|
|
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $728.000100 | NEW | 3.00 | 242.67 |
|
| Constellation Brands (STZ) | 0.0 | $696.000000 | 5.00 | 139.20 |
|
|
| Energy Select Sector SPDR (XLE) | 0.0 | $584.999800 | NEW | 11.00 | 53.18 |
|
| Lululemon Athletica (LULU) | 0.0 | $571.000000 | 5.00 | 114.20 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $486.000000 | 10.00 | 48.60 |
|
|
| Versant Media Group (VSNT) | 0.0 | $432.999600 | 12.00 | 36.08 |
|
|
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $402.000000 | 1.00 | 402.00 |
|
|
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $363.000000 | NEW | 4.00 | 90.75 |
|
| Pgx etf (PGX) | 0.0 | $326.001000 | NEW | 30.00 | 10.87 |
|
| Financial Select Sector SPDR (XLF) | 0.0 | $269.000000 | -91% | 5.00 | 53.80 |
|
| Southwest Airlines (LUV) | 0.0 | $258.000000 | 5.00 | 51.60 |
|
|
| Tor Dom Bk Cad (TD) | 0.0 | $243.000000 | 2.00 | 121.50 |
|
|
| General Motors Company (GM) | 0.0 | $231.999900 | NEW | 3.00 | 77.33 |
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $164.000000 | 1.00 | 164.00 |
|
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $156.000000 | 1.00 | 156.00 |
|
|
| 3D Systems Corporation (DDD) | 0.0 | $151.000000 | 50.00 | 3.02 |
|
|
| The Magnum Ice Cream C F (MICC) | 0.0 | $140.000000 | 8.00 | 17.50 |
|
|
| American International (AIG) | 0.0 | $135.000000 | NEW | 2.00 | 67.50 |
|
| Envirotech Vehicles (EVTV) | 0.0 | $111.000500 | 65.00 | 1.71 |
|
|
| Sony Corporation (SONY) | 0.0 | $101.000000 | NEW | 5.00 | 20.20 |
|
| Liquidia Technologies (LQDA) | 0.0 | $80.000000 | NEW | 1.00 | 80.00 |
|
| Ishares Tr robotics artif (ARTY) | 0.0 | $77.000000 | NEW | 1.00 | 77.00 |
|
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $27.000000 | 1.00 | 27.00 |
|
|
| Inovio Pharmaceuticals (INO) | 0.0 | $19.999800 | 18.00 | 1.11 |
|
|
| Trinity Biotech (TRIB) | 0.0 | $8.000000 | 20.00 | 0.40 |
|
|
| Workhorse Group (WKHS) | 0.0 | $4.000000 | 1.00 | 4.00 |
|
|
| Canopy Growth CORP (CGC) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $0 | 0 | 0.00 |
|
|
| PROG Holdings (PRG) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Atwood & Palmer
SEC 13F filings are viewable for Atwood & Palmer going back to 2011
- Atwood & Palmer 2026 Q2 filed July 8, 2026
- 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