Atwood & Palmer

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

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
First Tr Exchange Traded Fd dorsey wright 7.14 2.31M +2% 21.38
Ubs Ag London Brh velocityshs tail 4.74 1.80M +93% 18.20
Cdw 4.11 430412 -5% 66.00
Lockheed Martin Corporation (LMT) 3.83 85334 310.29
PNC Financial Services (PNC) 3.71 190180 134.77
MasterCard Incorporated (MA) 3.48 170176 -7% 141.20
Celgene Corporation (CELG) 3.46 163699 -2% 145.82
Cisco Systems (CSCO) 3.38 693771 -6% 33.63
Nxp Semiconductors N V 3.33 203185 113.09
Intel Corporation (INTC) 3.12 565548 -4% 38.08
Ameriprise Financial (AMP) 3.10 144341 148.51
Ebix (EBIX) 3.07 325367 +5% 65.25
Thermo Fisher Scientific (TMO) 3.06 111677 189.20
Delphi Automotive Plc shs 2.93 205338 98.40
Alphabet Inc Class C cs 2.73 19628 959.14
Gilead Sciences (GILD) 2.67 227268 81.02
Apple (AAPL) 2.62 117234 -2% 154.12
Fifth Third Ban (FITB) 2.62 647383 -4% 27.98
CVS Caremark Corporation (CVS) 2.36 200191 81.32
Powershares Etf Tr Ii var rate pfd por 2.12 561039 +3% 26.05
Claymore Exchange Trd Fd Tr gug blt2018 hy 1.56 426381 -2% 25.33
LKQ Corporation (LKQX) 1.50 287880 35.99
Becton, Dickinson and (BDX) 1.48 52169 195.96
Alerian Mlp Etf(amlp) 1.38 851306 -18% 11.22
Claymore Exchange Trd Fd Tr gug bull2018 e 1.32 431016 -3% 21.19
Claymore Exchange Trd Fd Tr gug bul 2019 hy 1.19 332721 24.71
Claymore Exchange Trd Fd Tr gug bull2019 e 1.18 384252 21.25
United Rentals (URI) 1.14 56635 +3% 138.75
Clyme US Cptl Mkts Mco Trm Fxd Idx (ULQ) 1.14 156105 +105% 50.37
Alphabet Inc Class A cs 1.06 7523 -8% 973.68
ON Semiconductor (ONNN) 1.04 389550 +4% 18.47
Unum (UNM) 0.94 127137 +7% 51.13
Claymore Exchange Trd Fd Tr gug bull2020 e 0.91 292636 21.51
Guggenheim Bulletshares 2020 H mf 0.86 237637 +2% 24.96
Jack Henry & Associates (JKHY) 0.71 47956 102.78
Kimberly-Clark Corporation (KMB) 0.65 38275 117.67
Claymore Etf gug blt2017 hy 0.63 169888 -7% 25.72
Highwoods Properties (HIW) 0.62 82790 -4% 52.10
Johnson & Johnson (JNJ) 0.57 30474 130.01
Exxon Mobil Corporation (XOM) 0.55 45994 -5% 81.99
Janus Short Duration 0.45 61900 NEW 50.34
Home Depot (HD) 0.44 18549 163.57
Colgate-Palmolive Company (CL) 0.44 41400 72.85
First Tr Exchange Traded Fd dorsey wrt 5 etf 0.44 115918 26.17
Procter & Gamble Company (PG) 0.34 25636 90.97
First Trust DJ Internet Index Fund (FDN) 0.34 22980 +4% 102.35
U.S. Ban (USB) 0.33 41921 -6% 53.60
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.33 33320 +4% 68.16
Amgen (AMGN) 0.30 11181 186.48
First Trust Ind/Prod AlphaDEX Fd (FXR) 0.30 55760 +6% 37.12
First Tr Exchange Traded Fd nasdaq bk etf 0.29 72250 +6% 27.63
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.27 17780 105.34
First Trust Utilities AlphaDEX Fnd (FXU) 0.27 69780 +6% 27.01
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.26 59475 30.67
SPDR S&P; 500 ETF (SPY) 0.22 5950 -12% 251.26
Wells Fargo & Company (WFC) 0.21 26778 -7% 55.16
Pepsi (PEP) 0.21 12780 111.42
Claymore Exchange-traded Fd gugg crp bd 2017 0.21 65381 -31% 22.62
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.21 66600 +4% 21.37
Automatic Data Processing (ADP) 0.19 12250 -11% 109.31
United Technologies Corporation (UTX) 0.19 11225 116.08
International Business Machines (IBM) 0.18 8724 145.12
Philip Morris International (PM) 0.18 11200 110.98
Altria (MO) 0.17 18400 63.42
JPMorgan Chase & Co. (JPM) 0.15 10947 +7% 95.55
Commerce Bancshares (CBSH) 0.15 18437 57.76
Berkshire Hathaway (BRK.B) 0.14 5100 +20% 183.33
Claymore Exchange Trd Fd Tr 2021 hg yld cb 0.14 37800 +22% 25.26
Discover Financial Services (DFS) 0.13 13550 64.50
Bristol Myers Squibb (BMY) 0.12 12620 -5% 63.71
Pfizer (PFE) 0.11 21332 35.72
Paychex (PAYX) 0.11 12887 59.98
Nextera Energy Inc C om 0.11 5249 -2% 146.50
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.11 15075 +5% 52.21
Chevron Corporation (CVX) 0.10 5750 117.57
Cerner Corporation (CERN) 0.10 9407 -14% 71.33
Oracle Corporation (ORCL) 0.10 14005 48.34
Opko Health (OPK) 0.10 100000 6.86
Coca-Cola Company (KO) 0.09 13415 45.02
General Electric Company (GE) 0.09 27118 -4% 24.19
Microsoft Corporation (MSFT) 0.08 7081 74.42
UMB Financial Corporation (UMBF) 0.08 7750 74.45
Sempra Energy (SRE) 0.07 4000 114.25
Vanguard Total Stock Market ETF (VTI) 0.07 3543 -5% 129.55
Vanguard Mid-Cap ETF (VO) 0.07 3227 -8% 146.89
Dowdupont Inc 0.07 6582 NEW 69.28
McDonald's Corporation (MCD) 0.06 2729 156.83
Merck & Co (MRK) 0.06 6574 64.04
Parker-Hannifin Corporation (PH) 0.06 2250 175.11
American Electric Power Company (AEP) 0.06 5800 70.17
PacWest Ban (PACW) 0.06 7750 50.45
Industries N shs - a - 0.06 4000 -50% 99.00
Vanguard REIT ETF (VNQ) 0.06 5100 -3% 83.14
Facebook Inc cl a 0.06 2223 -25% 170.94
Abbvie 0.06 4750 88.84
Edgewell Pers Care 0.06 5600 -2% 72.86
BP (BP) 0.05 9830 38.45
Bank of America Corporation (BAC) 0.05 13482 25.37
Caterpillar (CAT) 0.05 2740 124.82
Union Pacific Corporation (UNP) 0.05 3012 115.87
Honeywell International (HON) 0.05 2300 141.74
Amazon (AMZN) 0.05 382 -11% 960.73
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.05 3000 106.67
Fortune Brands 0.05 5400 67.22
Abbott Laboratories (ABT) 0.04 5700 53.33
3M Company (MMM) 0.04 1214 -2% 210.05
Regions Financial Corporation (RF) 0.04 18500 15.24
Emerson Electric (EMR) 0.04 4800 -5% 62.92
Koninklijke Philips Electronics NV (PHG) 0.04 6516 41.13
Raytheon Company (RTN) 0.04 1500 186.67
Allstate Corporation (ALL) 0.04 3350 91.94
Deere & Company (DE) 0.04 2250 125.78
QUALCOMM (QCOM) 0.04 4800 51.88
Enterprise Products Partners 0.04 11200 26.07
Walgreen Boots Alliance 0.04 4000 -20% 77.25
Energizer Holdings 0.04 5387 46.04
Comcast Corporation (CMCSA) 0.03 4928 38.56
Walt Disney Company (DIS) 0.03 1800 -9% 98.33
Marsh & McLennan Companies (MMC) 0.03 2575 +3333% 83.88
Praxair (PX) 0.03 1500 140.00
Weyerhaeuser Company (WY) 0.03 6296 33.99
Biogen Idec (BIIB) 0.03 700 312.86
TJX Companies (TJX) 0.03 2650 73.58
General Dynamics Corporation (GD) 0.03 1000 206.00
Novo Nordisk A/S (NVO) 0.03 4400 -12% 48.18
Saia (SAIA) 0.03 3000 62.67
ABB (ABB) 0.03 9000 24.78
CHECK POINT SOFTWARE Technolog Com Stk 0.03 2043 -3% 114.05
Monmouth R.E. Inv (MNRTA) 0.03 12780 16.20
Vanguard Small-Cap ETF (VB) 0.03 1700 141.18
Kinder Morgan Inc. 0.03 11611 19.21
Arista Networks 0.03 1000 190.00
Halyard Health 0.03 4881 45.07
Ecolab (ECL) 0.02 892 128.92
Consolidated Edison (ED) 0.02 1582 -12% 80.91
Curtiss-Wright (CW) 0.02 1000 105.00
Northrop Grumman Corporation (NOC) 0.02 400 287.50
AFLAC Incorporated (AFL) 0.02 1312 81.55
Verizon Communications (VZ) 0.02 2600 -2% 49.62
Laboratory Corp. of America Holdings (LH) 0.02 1000 151.00
McKesson Corporation (MCK) 0.02 1000 154.00
General Mills (GIS) 0.02 3136 51.66
SPDR Gold Trust (GLD) 0.02 1366 121.52
Enbridge Inc 0.02 2721 41.90
iShares Russell 2000 Index (IWM) 0.02 850 -70% 148.24
Energy Transfer Equity (ETE) 0.02 6200 17.42
Magellan Midstream Partners (MMP) 0.02 1600 71.25
Rydex S&P; Equal Weight ETF (RSP) 0.02 1485 -10% 95.62
Capitol Federal Financial (CFFND) 0.02 11263 14.74
Corenergy Infrastructure Tr 0.02 3000 35.33
American Express Company (AXP) 0.01 400 90.00
Bank of New York Mellon Corporation (BK) 0.01 1000 53.00
Costco Wholesale Corporation (COST) 0.01 455 -21% 164.84
Monsanto Company (MON) 0.01 608 120.07
Wal-Mart Stores (WMT) 0.01 1100 78.18
Eli Lilly & Co. (LLY) 0.01 518 84.94
Ameren Corporation (AEE) 0.01 1200 57.50
Dominion Resources (D) 0.01 1200 -12% 76.67
AT&T; (T) 0.01 1499 -4% 39.36
H&R; Block (HRB) 0.01 3650 26.58
Eastman Chemical Company (EMN) 0.01 1100 90.91
Yum! Brands (YUM) 0.01 550 72.73
Air Products & Chemicals (APD) 0.01 300 150.00
Royal Dutch Shell (RDS.A) 0.01 1600 60.62
Texas Instruments Incorporated (TXN) 0.01 802 -16% 89.78
iShares S&P; 500 Index (IVV) 0.01 386 -40% 253.89
Illinois Tool Works (ITW) 0.01 500 -7% 148.00
Starbucks Corporation (SBUX) 0.01 1450 -5% 53.79
Kellogg Company (K) 0.01 950 +111% 62.11
AutoZone (AZO) 0.01 150 593.33
Westar Energy (WR) 0.01 1050 49.52
salesforce (CRM) 0.01 388 92.78
Neenah Paper (NP) 0.01 500 86.00
Concho Resources (CXO) 0.01 400 132.50
Oge Energy Corp (holding Co) Com Stk 0.01 1120 35.71
Flowserve Corporation (FLS) 0.01 1425 42.81
Skyworks Solutions (SWKS) 0.01 351 102.56
NIC (EGOV) 0.01 2500 17.20
PowerShares QQQ Trust, Series 1 (QQQQ) 0.01 450 -35% 144.44
SPDR S&P; MidCap 400 ETF (MDY) 0.01 150 326.67
Garmin Ltd. 0.01 1527 53.70
Evolution Petroleum Corporation (EPM) 0.01 5000 7.20
iShares S&P; SmallCap 600 Index (IJR) 0.01 500 74.00
Gabelli Equity Trust (GAB) 0.01 10000 NEW 6.50
Heartland Financial USA (HTLF) 0.01 1100 49.09
iShares Barclays TIPS Bond Fund (TIP) 0.01 770 112.99
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.01 868 84.10
iShares Dow Jones US Healthcare (IYH) 0.01 400 172.50
Targa Res Corp 0.01 930 47.31
Marathon Petroleum Corp 0.01 1000 56.00
American Tower Reit 0.01 400 137.50
Mgp Ingredients Inc Common Sto 0.01 750 60.00
Post Holdings Inc Common 0.01 1103 87.94
Phillips 66 0.01 763 91.74
Portola Pharmaceuticals 0.01 1450 +45% 53.79
Franks Intl N V 0.01 10500 7.71
Doubleline Total Etf etf 0.01 922 48.81
* America Movil Sab De Cv spon adr l shs 0.00 1386 NEW 18.04
Goldman Sachs (GS) 0.00 100 240.00
Principal Financial (PFG) 0.00 302 62.91
Arthur J. Gallagher & Co. (AJG) 0.00 500 62.00
Northern Trust Corporation (NTRS) 0.00 100 90.00
DST Systems (DST) 0.00 600 55.00
Waste Management (WM) 0.00 300 76.67
Vertex Pharmaceuticals Incorporated (VRTX) 0.00 100 NEW 150.00
Archer Daniels Midland Company (ADM) 0.00 410 41.46
Norfolk Southern (NSC) 0.00 100 130.00
Digital Realty Trust (DLR) 0.00 40 125.00
Edwards Lifesciences (EW) 0.00 304 108.55
Harsco Corporation (HSC) 0.00 500 20.00
Leggett & Platt (LEG) 0.00 300 -43% 46.67
Adobe Systems Incorporated (ADBE) 0.00 150 146.67
International Paper Company (IP) 0.00 10 -83% 100.00
Valero Energy Corporation (VLO) 0.00 250 76.00
CenturyLink (CTL) 0.00 118 16.95
Novartis AG (NVS) 0.00 75 80.00
Convergys Corporation (CVG) 0.00 82 NEW 24.39
Anadarko Petroleum Corporation (APC) 0.00 304 -14% 49.34
NIKE (NKE) 0.00 112 -47% 53.57
Target Corporation (TGT) 0.00 150 60.00
UnitedHealth (UNH) 0.00 125 192.00
Exelon Corporation (EXC) 0.00 200 40.00
Southern Company (SO) 0.00 400 50.00
Lowe's Companies (LOW) 0.00 187 80.21
Visa (V) 0.00 268 -37% 104.48
Hilltop Holdings (HTH) 0.00 400 25.00
ConAgra Foods (CAG) 0.00 1000 34.00
J.M. Smucker Company (SJM) 0.00 13 76.92
Varian Medical Systems (VAR) 0.00 100 100.00
Marathon Oil Corporation (MRO) 0.00 1600 13.75
Allscripts Healthcare Solutions (MDRX) 0.00 1925 14.03
DineEquity (DIN) 0.00 10 0.00
InterNAP Network Services (INAP) 0.00 1 0.00
Key (KEY) 0.00 300 20.00
Ares Capital Corporation (ARCC) 0.00 643 17.11
PolyOne Corporation (POL) 0.00 501 NEW 39.92
CenterPoint Energy (CNP) 0.00 720 29.17
Douglas Emmett (DEI) 0.00 500 40.00
Euronet Worldwide (EEFT) 0.00 300 93.33
Elbit Systems Ltd 0.00 200 NEW 145.00
LSB Industries (LXU) 0.00 650 7.69
Southside Bancshares (SBSI) 0.00 205 34.15
Luminex Corporation (LMNX) 0.00 1000 20.00
Dex (DXCM) 0.00 500 48.00
Getty Realty (GTY) 0.00 879 28.44
iShares Gold Trust (IAU) 0.00 937 NEW 12.81
SPDR KBW Regional Banking (KRE) 0.00 350 57.14
Simon Property (SPG) 0.00 155 161.29
Spirit AeroSystems Holdings (SPR) 0.00 350 77.14
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 0.00 300 53.33
3D Systems Corporation (TDSC) 0.00 50 20.00
Tesla Motors (TSLA) 0.00 70 +75% 342.86
RealPage (RP) 0.00 150 40.00
iShares Dow Jones Select Dividend (DVY) 0.00 200 -87% 95.00
Trinity Biotech (TRIB) 0.00 100 10.00
SPDR S&P; Dividend (SDY) 0.00 325 92.31
Vanguard Dividend Appreciation ETF (VIG) 0.00 350 94.29
Adams Express Company (ADX) 0.00 1057 15.14
iShares MSCI Canada Index (EWC) 0.00 500 28.00
O'reilly Automotive Inc 0.00 100 220.00
Qad Inc cl a 0.00 100 30.00
Tortoise Energy Infrastructure (TYG) 0.00 385 NEW 28.57
First Business Financial Services (FBIZ) 0.00 200 25.00
American Intl Group Inc 0.00 97 20.62
Pennantpark Floating Rate Capi 0.00 640 14.06
Yrc Worldwide Inc Com par $.01 0.00 3 0.00
Clovis Oncology 0.00 100 80.00
Express Scripts Holding 0.00 136 66.18
Regional Management 0.00 200 25.00
Duke Energy 0.00 252 83.33
Tortoise Energy equity 0.00 200 15.00
Mondelez Int 0.00 484 41.32
Epr Properties 0.00 100 70.00
Sprint 0.00 2586 7.73
Tallgrass Energy Partners 0.00 100 50.00
Ophthotech 0.00 750 2.67
Twitter 0.00 500 16.00
Aerie Pharmaceuticals 0.00 200 50.00
Intra Cellular Therapies 0.00 200 15.00
Gopro 0.00 300 10.00
Atento Sa 0.00 325 12.31
Eversource Energy 0.00 262 61.07
Chemours 0.00 207 48.31
Global X Fds global x uranium 0.00 50 20.00
Square Inc cl a 0.00 4 NEW 0.00
Chubb 0.00 209 143.54
Broad 0.00 25 240.00
Dell Technologies Inc Class V equity 0.00 27 74.07
Johnson Controls International Plc equity 0.00 312 41.67
* Washington Prime Group New Com stock 0.00 77 12.99
Advansix Inc Com stock 0.00 2 0.00
Versum Matls Inc Com stock 0.00 150 40.00
Janus Detroit Str Tr velocity tail ri 0.00 100 30.00
Adient 0.00 20 100.00
Yum China Holdings 0.00 550 40.00
Lamb Weston Hldgs 0.00 333 48.05
L3 Technologies 0.00 75 186.67
Bioverativ Inc Com equity 0.00 350 57.14
Mannkind 0.00 800 2.50
Axon Enterprise 0.00 700 22.86
Energy Transfer Partners 0.00 174 17.24

Past 13F-HR SEC Filings by Atwood & Palmer

View All Filings