Atwood & Palmer

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

Companies in the Atwood & Palmer portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
First Tr Exchange Traded Fd dorsey wright 6.84 2.49M -2% 21.33
Cdw 4.89 266581 -4% 142.84
Lockheed Martin Corporation (LMT) 4.06 81209 389.38
Thermo Fisher Scientific (TMO) 3.69 88455 -2% 324.87
Intel Corporation (INTC) 3.64 472929 -2% 59.85
ON Semiconductor (ONNN) 3.51 1.12M -4% 24.38
MasterCard Incorporated (MA) 3.22 83848 -3% 298.59
Cisco Systems (CSCO) 3.15 511249 -3% 47.96
PNC Financial Services (PNC) 3.13 152587 -3% 159.63
Ameriprise Financial (AMP) 2.86 133628 -2% 166.58
Apple (AAPL) 2.85 75414 293.65
Generac Holdings (GNRC) 2.65 205157 100.59
Delphi Automotive Inc international stock 2.59 211844 -3% 94.97
Alphabet Inc Class C cs 2.52 14649 -3% 1337.02
Janus Short Duration 2.44 382228 49.60
Invesco Variable Rate Preferred Etf etf 2.40 722260 25.83
Citigroup Inc 2.37 231178 -3% 79.89
United Rentals (URI) 2.36 109871 -38% 166.77
Janus Detroit Str Tr fund 2.32 346529 +2% 52.03
Fifth Third Ban (FITB) 2.31 585124 30.74
Sony Corporation (SNE) 2.30 263148 -4% 68.00
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income 2.28 351516 50.38
Gilead Sciences (GILD) 1.75 209008 -4% 64.98
iShares MSCI Emerging Markets Indx (EEM) 1.67 290004 -5% 44.87
First Tr Exch Traded Fd Iii Horizon Mngd Etf Added etp 1.56 355069 -5% 34.22
Cbre Group Inc Cl A 1.45 183982 -3% 61.29
Hologic (HOLX) 1.37 204866 -3% 52.21
Becton, Dickinson and (BDX) 1.17 33570 -31% 271.97
Spdr Ser Tr dorsey wrgt fi 1.11 366573 -2% 23.50
Celanese Corporation (CE) 1.08 68045 -3% 123.12
Invesco Bulletshares 2020 Corp 1.04 378777 21.29
Kimberly-Clark Corporation (KMB) 1.03 58515 137.55
Invesco Bulletshares 2021 Corp 1.03 378677 +2% 21.24
Wal-Mart Stores (WMT) 1.00 65686 -2% 118.84
Paypal Holdings 0.87 62730 108.18
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 0.87 284036 23.93
Jack Henry & Associates (JKHY) 0.85 45306 145.68
First Tr Exchange Traded Fd dorsey wrt 5 etf 0.84 206016 31.56
Lowe's Companies (LOW) 0.71 46428 -3% 119.76
Bscm etf 0.69 249557 +7% 21.51
Home Depot (HD) 0.51 18167 218.36
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy 0.51 160886 +4% 24.68
Johnson & Johnson (JNJ) 0.44 23690 145.88
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.40 144576 +10% 21.31
Highwoods Properties (HIW) 0.38 60175 -15% 48.91
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.34 26440 100.11
First Trust Tech AlphaDEX Fnd (FXL) 0.33 35090 72.56
Procter & Gamble Company (PG) 0.32 20236 124.93
First Trust DJ Internet Index Fund (FDN) 0.32 17722 139.09
Amgen (AMGN) 0.31 9853 241.04
First Trust Health Care AlphaDEX Fd (FXH) 0.31 28260 84.18
First Trust Financials AlphaDEX Fd (FXO) 0.30 69385 33.51
Exxon Mobil Corporation (XOM) 0.29 32603 69.78
U.S. Ban (USB) 0.26 34433 59.30
SPDR S&P; 500 ETF (SPY) 0.25 6041 321.80
Colgate-Palmolive Company (CL) 0.24 26900 68.85
Pepsi (PEP) 0.21 12150 136.71
United Technologies Corporation (UTX) 0.19 9800 149.80
Alphabet Inc Class A cs 0.19 1130 1339.82
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.18 56327 +25% 24.45
Commerce Bancshares (CBSH) 0.17 19044 +4% 67.95
JPMorgan Chase & Co. (JPM) 0.14 7838 139.45
Paychex (PAYX) 0.14 12887 85.05
Microsoft Corporation (MSFT) 0.13 6601 157.70
Nextera Energy Inc C om 0.13 4109 242.15
Hilltop Holdings (HTH) 0.13 40600 24.93
Goldman Sachs Etf Tr treasuryaccess 0.13 10425 +3% 100.14
Berkshire Hathaway (BRK.B) 0.12 4162 226.57
Automatic Data Processing (ADP) 0.12 5600 -21% 170.54
Pfizer (PFE) 0.11 22086 39.17
Bristol Myers Squibb (BMY) 0.11 13916 +17% 64.17
International Business Machines (IBM) 0.11 6200 134.03
Moody's Corporation (MCO) 0.09 2800 237.50
Altria (MO) 0.09 13600 49.93
Amazon (AMZN) 0.09 363 -9% 1848.48
Bsco etf 0.09 32700 +2% 21.47
Coca-Cola Company (KO) 0.08 10857 55.36
Wells Fargo & Company (WFC) 0.08 11578 53.81
Sempra Energy (SRE) 0.08 4000 151.50
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.08 10887 -54% 53.64
Chevron Corporation (CVX) 0.07 4750 -4% 120.42
American Electric Power Company (AEP) 0.07 5650 94.51
Oracle Corporation (ORCL) 0.07 10400 -16% 52.98
Heartland Financial USA (HTLF) 0.07 11631 49.78
Halyard Health Inc Com stock 0.07 15000 33.73
Bank of America Corporation (BAC) 0.06 13092 35.21
McDonald's Corporation (MCD) 0.06 2500 197.60
Parker-Hannifin Corporation (PH) 0.06 2250 205.78
UMB Financial Corporation (UMBF) 0.06 6894 68.61
Vanguard Total Stock Market ETF (VTI) 0.06 2660 163.53
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.06 15048 -60% 30.83
Caterpillar (CAT) 0.05 2700 147.78
Cerner Corporation (CERN) 0.05 4931 73.41
CVS Caremark Corporation (CVS) 0.05 5000 74.20
Philip Morris International (PM) 0.05 4600 85.00
QUALCOMM (QCOM) 0.05 4750 88.21
Nxp Semiconductors N V 0.05 3000 127.33
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.05 6925 -17% 52.42
Zoetis Inc Cl A 0.05 2854 132.45
Abbott Laboratories (ABT) 0.04 3500 86.86
Regions Financial Corporation (RF) 0.04 18500 17.14
Emerson Electric (EMR) 0.04 4000 76.25
Raytheon Company (RTN) 0.04 1500 220.00
Deere & Company (DE) 0.04 1800 173.33
iShares S&P; 500 Index (IVV) 0.04 882 323.13
iShares S&P; 500 Growth Index (IVW) 0.04 1607 193.53
Fortune Brands 0.04 4800 65.42
Ishares Tr usa min vo 0.04 4830 65.63
Linde Plc 0.04 1500 212.67
BP (BP) 0.03 7200 37.78
Comcast Corporation (CMCSA) 0.03 6013 44.90
Walt Disney Company (DIS) 0.03 1372 144.31
Honeywell International (HON) 0.03 1315 177.19
TJX Companies (TJX) 0.03 3666 61.10
Saia (SAIA) 0.03 2250 -25% 93.33
CHECK POINT SOFTWARE Technolog Com Stk 0.03 2184 110.81
PacWest Ban (PACW) 0.03 5200 38.27
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.03 1800 110.00
Alerian Mlp Etf(amlp) 0.03 29700 8.48
Facebook Inc cl a 0.03 1287 205.13
Abbvie 0.03 2500 88.40
Iron Mountain 0.03 8250 31.88
Energizer Holdings 0.03 4742 50.19
Costco Wholesale Corporation (COST) 0.02 570 294.74
Ecolab (ECL) 0.02 867 192.62
Waste Management (WM) 0.02 1703 113.92
Consolidated Edison (ED) 0.02 1432 90.78
Union Pacific Corporation (UNP) 0.02 775 180.65
Verizon Communications (VZ) 0.02 2500 61.60
Laboratory Corp. of America Holdings (LH) 0.02 1000 169.00
UnitedHealth (UNH) 0.02 409 293.40
Biogen Idec (BIIB) 0.02 500 296.00
Enterprise Products Partners 0.02 6700 28.21
Flowers Foods (FLO) 0.02 6362 21.69
Monmouth R.E. Inv (MNRTA) 0.02 12480 14.50
Enterprise Financial Services (EFSC) 0.02 2460 48.37
Garmin Ltd. 0.02 1500 97.33
iShares S&P; SmallCap 600 Growth (IJT) 0.02 779 193.84
Vanguard Mid-Cap ETF (VO) 0.02 1071 178.34
iShares S&P; SmallCap 600 Value Idx (IJS) 0.02 1186 161.05
ISHARES TR MSCI Small Cap msci small cap 0.02 2757 62.39
Vanguard Mid-Cap Value ETF (VOE) 0.02 1490 119.46
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.02 2594 57.05
ProShares UltraShort 7-10 Year Trea (PST) 0.02 6314 19.01
Schwab International Equity ETF (SCHF) 0.02 5117 33.61
Post Holdings Inc Common 0.02 1350 108.89
Duke Energy 0.02 1348 91.25
Sch Fnd Intl Lg Etf 0.02 6004 28.98
Corenergy Infrastructure Tr 0.02 3000 44.67
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy 0.02 6001 +26% 26.16
American Express Company (AXP) 0.01 400 125.00
Bank of New York Mellon Corporation (BK) 0.01 1355 -42% 50.18
Discover Financial Services (DFS) 0.01 750 85.33
Arthur J. Gallagher & Co. (AJG) 0.01 500 96.00
Ameren Corporation (AEE) 0.01 1200 76.67
Dominion Resources (D) 0.01 1100 82.73
General Electric Company (GE) 0.01 4561 -71% 11.18
3M Company (MMM) 0.01 314 -74% 175.16
Curtiss-Wright (CW) 0.01 800 141.25
Edwards Lifesciences (EW) 0.01 304 233.55
Northrop Grumman Corporation (NOC) 0.01 300 343.33
Sealed Air (SEE) 0.01 2550 40.00
V.F. Corporation (VFC) 0.01 1095 99.54
Adobe Systems Incorporated (ADBE) 0.01 150 326.67
Eastman Chemical Company (EMN) 0.01 1100 79.09
Allstate Corporation (ALL) 0.01 452 112.83
General Mills (GIS) 0.01 1636 53.79
Merck & Co (MRK) 0.01 500 90.00
Illinois Tool Works (ITW) 0.01 300 180.00
Visa (V) 0.01 268 186.57
SPDR Gold Trust (GLD) 0.01 286 143.36
Euronet Worldwide (EEFT) 0.01 300 156.67
Skyworks Solutions (SWKS) 0.01 351 119.66
NIC (EGOV) 0.01 2500 22.40
Fresenius Medical Care AG & Co. (FMS) 0.01 1244 -30% 36.98
Dex (DXCM) 0.01 500 218.00
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.01 786 114.50
Vanguard Small-Cap ETF (VB) 0.01 560 166.07
iShares Barclays TIPS Bond Fund (TIP) 0.01 400 117.50
O'reilly Automotive Inc 0.01 100 440.00
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.01 868 84.10
First Trust Utilities AlphaDEX Fnd (FXU) 0.01 2835 -10% 29.28
Spdr Series Trust cmn 0.01 1052 58.94
American Tower Reit 0.01 470 229.79
Arista Networks 0.01 550 -8% 203.64
Walgreen Boots Alliance 0.01 1500 58.67
Doubleline Total Etf etf 0.01 922 48.81
Edgewell Pers Care 0.01 2000 31.00
Square Inc cl a 0.01 700 62.86
Axon Enterprise 0.01 700 72.86
Deciphera Pharmaceuticals Inc 0.01 1811 62.40
Evergy Inc 0.01 652 64.42
Invesco S&p 500 Equal Weight Etf 0.01 855 115.79
Dow Inc 0.01 1100 54.55
Palomar Hldgs Inc 0.01 1000 50.00
Goldman Sachs (GS) 0.00 100 230.00
Principal Financial (PFG) 0.00 302 56.29
Northern Trust Corporation (NTRS) 0.00 100 110.00
Eli Lilly & Co. (LLY) 0.00 100 -84% 130.00
Archer Daniels Midland Company (ADM) 0.00 410 46.34
AT&T; (T) 0.00 375 40.00
Apache Corporation (APA) 0.00 600 25.00
H&R; Block (HRB) 0.00 650 -82% 23.08
Transocean Ltd. 0.00 2500 6.80
Boeing Company (BA) 0.00 50 NEW 320.00
International Paper Company (IP) 0.00 10 0.00
Unum (UNM) 0.00 250 28.00
Valero Energy Corporation (VLO) 0.00 200 95.00
Yum! Brands (YUM) 0.00 116 103.45
Novartis AG (NVS) 0.00 75 93.33
Marsh & McLennan Companies (MMC) 0.00 75 106.67
NIKE (NKE) 0.00 112 98.21
Occidental Petroleum Corporation (OXY) 0.00 44 45.45
Royal Dutch Shell (RDS.A) 0.00 600 58.33
Stryker Corporation (SYK) 0.00 39 205.13
Texas Instruments Incorporated (TXN) 0.00 45 133.33
Encana Corp C om 0.00 845 4.73
Exelon Corporation (EXC) 0.00 200 45.00
Southern Company (SO) 0.00 400 62.50
Starbucks Corporation (SBUX) 0.00 200 90.00
Prudential Financial (PRU) 0.00 80 87.50
Xcel Energy (XEL) 0.00 100 60.00
Constellation Brands (STZ) 0.00 5 200.00
Allscripts Healthcare Solutions (MDRX) 0.00 1925 9.87
DineEquity (DIN) 0.00 10 100.00
Enbridge Inc 0.00 221 40.72
Ares Capital Corporation (ARCC) 0.00 643 18.66
Neenah Paper (NP) 0.00 500 70.00
Atlas Air Worldwide Holdings (AAWW) 0.00 160 25.00
BHP Billiton (BHP) 0.00 197 55.84
Chipotle Mexican Grill (CMG) 0.00 10 NEW 800.00
CenterPoint Energy (CNP) 0.00 400 27.50
Concho Resources (CXO) 0.00 400 87.50
Douglas Emmett (DEI) 0.00 500 44.00
Elbit Systems Ltd 0.00 200 155.00
Energy Transfer Equity (ETE) 0.00 223 13.45
LSB Industries (LXU) 0.00 650 4.62
Oge Energy Corp (holding Co) Com Stk 0.00 720 44.44
Piper Jaffray Companies (PJC) 0.00 20 100.00
Flowserve Corporation (FLS) 0.00 525 49.52
Wabtec Corporation (WAB) 0.00 16 -79% 62.50
Old Second Ban (OSBC) 0.00 1780 13.48
Getty Realty (GTY) 0.00 879 32.99
Vanguard Financials ETF (VFH) 0.00 73 82.19
iShares S&P; MidCap 400 Index (IJH) 0.00 70 200.00
Simon Property (SPG) 0.00 155 148.39
Spirit AeroSystems Holdings (SPR) 0.00 350 74.29
Ebix (EBIX) 0.00 140 35.71
3D Systems Corporation (TDSC) 0.00 50 0.00
Tesla Motors (TSLA) 0.00 70 414.29
Evolution Petroleum Corporation (EPM) 0.00 5000 5.40
iShares S&P; SmallCap 600 Index (IJR) 0.00 94 85.11
Trinity Biotech (TRIB) 0.00 100 0.00
Vanguard Growth ETF (VUG) 0.00 20 200.00
SPDR S&P; Dividend (SDY) 0.00 200 110.00
Vanguard Dividend Appreciation ETF (VIG) 0.00 113 123.89
Adams Express Company (ADX) 0.00 1057 16.08
Capitol Federal Financial (CFFND) 0.00 2263 13.70
Vanguard REIT ETF (VNQ) 0.00 100 90.00
Vanguard Consumer Discretionary ETF (VCR) 0.00 30 200.00
Vanguard Information Technology ETF (VGT) 0.00 40 250.00
Vanguard Health Care ETF (VHT) 0.00 121 190.08
First Trust Amex Biotech Index Fnd (FBT) 0.00 175 -41% 148.57
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.00 20 150.00
First Business Financial Services (FBIZ) 0.00 200 25.00
Vanguard Admiral Fds Inc equity 0.00 25 160.00
American Intl Group Inc 0.00 97 10.31
Pennantpark Floating Rate Capi 0.00 640 12.50
Mgp Ingredients Inc Common Sto 0.00 650 47.69
Yrc Worldwide Inc Com par $.01 0.00 3 0.00
Regional Management 0.00 200 30.00
Phillips 66 0.00 163 110.43
Servicenow 0.00 25 280.00
Mondelez Int 0.00 484 55.79
Berry Plastics 0.00 120 50.00
Sprint 0.00 2749 5.09
Portola Pharmaceuticals 0.00 500 -50% 24.00
Twitter 0.00 600 31.67
Inovio Pharmaceuticals 0.00 225 4.44
Gopro 0.00 300 3.33
Eversource Energy 0.00 262 83.97
Shake Shack Inc cl a 0.00 200 60.00
Allergan 0.00 150 193.33
Tallgrass Energy Gp Lp master ltd part 0.00 200 20.00
Global X Fds global x uranium 0.00 50 20.00
Chubb 0.00 130 153.85
Advansix Inc Com stock 0.00 2 0.00
Yum China Holdings 0.00 117 51.28
Lamb Weston Hldgs 0.00 333 87.09
Canopy Gro 0.00 19 0.00
Mannkind 0.00 2800 1.43
Spdr Ser Tr 1 3 hgh yield 0.00 400 92.50
Broadcom Ltd 0.00 25 320.00
Garrett Motion Inc 0.00 5 0.00
Tilray Inc 0.00 4 0.00
Sonos Inc 0.00 500 16.00
Resideo Technologies Inc 0.00 8 -96% 0.00
Iveric Bio Inc 0.00 750 8.00
Alcon Inc 0.00 15 66.67
Kontoor Brands Inc 0.00 56 35.71
Rts/bristol-myers Squibb Compa 0.00 2120 NEW 2.83

Past 13F-HR SEC Filings by Atwood & Palmer

View All Filings