Atwood & Palmer

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

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Portfolio Holdings for Atwood & Palmer

Companies in the Atwood & Palmer portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Generac Holdings (GNRC) 4.1 $42M -30% 129k 327.45
United Rentals (URI) 3.5 $37M 111k 329.31
Goldman Sachs Etf Tr activebeta int (GSIE) 3.3 $35M 1.1M 33.04
Ishares Tr int dev mom fc (IMTM) 3.3 $35M 923k 37.60
Ameriprise Financial (AMP) 3.1 $32M 137k 232.45
Cdw (CDW) 3.1 $32M 191k 165.75
Lockheed Martin Corporation (LMT) 2.9 $30M 81k 369.50
Alphabet Inc Class C cs (GOOG) 2.9 $30M 14k 2068.66
MasterCard Incorporated (MA) 2.8 $29M 82k 356.05
Thermo Fisher Scientific (TMO) 2.8 $29M 63k 456.39
Cisco Systems (CSCO) 2.7 $29M 551k 51.71
Sony Corporation (SONY) 2.6 $27M 256k 106.01
PNC Financial Services (PNC) 2.6 $27M 153k 175.41
First Trust Global Tactical etp (FTGC) 2.4 $25M NEW 1.2M 20.94
Hologic (HOLX) 2.2 $23M 314k 74.38
Fifth Third Ban (FITB) 2.2 $23M 608k 37.45
Intel Corporation (INTC) 2.2 $22M 350k 64.00
Delphi Automotive Inc international (APTV) 2.1 $22M 158k 137.90
Janus Detroit Str Tr fund (JMBS) 2.0 $21M +4% 393k 53.06
Janus Short Duration (VNLA) 2.0 $21M 414k 50.19
ON Semiconductor (ON) 1.9 $20M 487k 41.61
Apple (AAPL) 1.9 $20M 164k 122.15
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 1.9 $20M 389k 50.48
iShares MSCI Emerging Markets Indx (EEM) 1.8 $19M 351k 53.34
Goldman Sachs Etf Tr activebeta eme (GEM) 1.8 $19M +2% 471k 39.49
Janus Detroit Str Tr (JAAA) 1.8 $18M +11% 364k 50.51
Invesco Variable Rate Preferred Etf etf (VRP) 1.7 $18M +2% 694k 25.85
Paypal Holdings (PYPL) 1.7 $18M 72k 242.84
D.R. Horton (DHI) 1.6 $16M 183k 89.12
Abbvie (ABBV) 1.5 $15M 140k 108.22
Amgen (AMGN) 1.3 $14M 54k 248.80
Gilead Sciences (GILD) 1.3 $14M 208k 64.63
iShares S&P US Pref Stock Idx Fnd (PFF) 1.2 $12M +32% 319k 38.40
Lowe's Companies (LOW) 1.1 $11M 59k 190.18
Biogen Idec (BIIB) 1.1 $11M 39k 279.76
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy (BSJM) 1.0 $11M +17% 453k 23.35
Managed Portfolio Ser tortoise nram pi (TPYP) 1.0 $11M 521k 20.27
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy (BSJN) 1.0 $10M +23% 412k 25.30
Wal-Mart Stores (WMT) 1.0 $10M +2% 76k 135.83
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.9 $9.5M +5% 214k 44.64
Inv Bulletshs 2024 Etf etf/closed end- (BSJO) 0.8 $8.0M +33% 322k 24.98
Kimberly-Clark Corporation (KMB) 0.8 $7.8M 56k 139.05
L3harris Technologies (LHX) 0.7 $7.7M 38k 202.69
Becton, Dickinson and (BDX) 0.7 $7.5M 31k 243.15
Northrop Grumman Corporation (NOC) 0.7 $7.4M 23k 323.63
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy (BSJL) 0.7 $7.0M -9% 302k 23.06
Jack Henry & Associates (JKHY) 0.6 $6.7M 44k 151.73
Invesco Bulletshares 2021 Corp (BSCL) 0.6 $6.5M -7% 307k 21.13
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.6 $6.0M +38% 245k 24.55
Home Depot (HD) 0.6 $5.8M 19k 305.25
Bscm etf (BSCM) 0.5 $5.5M 255k 21.64
Guggenheim Bulletshrs 2023 Corp Bd Etf (BSCN) 0.4 $4.3M 199k 21.77
Johnson & Johnson (JNJ) 0.4 $4.1M 25k 164.37
Procter & Gamble Company (PG) 0.3 $3.6M 27k 135.45
Bsco etf (BSCO) 0.3 $3.2M +16% 142k 22.17
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.3 $2.6M +2% 18k 144.21
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) 0.3 $2.6M +29% 119k 22.15
First Trust Tech AlphaDEX Fnd (FXL) 0.3 $2.6M -3% 23k 113.62
Highwoods Properties (HIW) 0.2 $2.6M 60k 42.94
First Trust Ind/Prod AlphaDEX (FXR) 0.2 $2.5M NEW 44k 56.64
Alphabet Inc Class A cs (GOOGL) 0.2 $2.4M 1.2k 2062.23
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.2 $2.4M -11% 41k 58.20
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.2 $2.4M NEW 72k 32.91
Colgate-Palmolive Company (CL) 0.2 $2.1M 27k 78.85
Pepsi (PEP) 0.2 $1.8M 13k 141.42
Microsoft Corporation (MSFT) 0.2 $1.8M 7.5k 235.73
U.S. Bancorp (USB) 0.2 $1.8M 32k 55.31
Spdr S&p 500 Etf (SPY) 0.2 $1.6M -12% 4.1k 396.39
Commerce Bancshares (CBSH) 0.1 $1.5M 19k 76.59
Hilltop Holdings (HTH) 0.1 $1.4M 41k 34.14
Paychex (PAYX) 0.1 $1.3M 13k 98.01
JPMorgan Chase & Co. (JPM) 0.1 $1.2M 8.1k 152.29
Amazon (AMZN) 0.1 $1.2M 379.00 3094.99
Berkshire Hathaway (BRK.B) 0.1 $1.1M 4.4k 255.39
Selectquote Ord (SLQT) 0.1 $1.1M 37k 29.52
Automatic Data Processing (ADP) 0.1 $1.1M 5.6k 188.39
Raytheon Technologies Corp (RTX) 0.1 $1.1M 14k 77.29
Exxon Mobil Corporation (XOM) 0.1 $997k 18k 55.85
Goldman Sachs Etf Tr access hig yld (GHYB) 0.1 $995k +113% 20k 50.07
Nextera Energy (NEE) 0.1 $973k +3% 13k 75.62
Pfizer (PFE) 0.1 $905k +5% 25k 36.24
Bristol Myers Squibb (BMY) 0.1 $897k +2% 14k 63.10
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.1 $836k -10% 8.4k 100.12
International Business Machines (IBM) 0.1 $834k -2% 6.3k 133.27
Oracle Corporation (ORCL) 0.1 $765k 11k 70.14
Deere & Company (DE) 0.1 $748k 2.0k 374.00
Altria (MO) 0.1 $743k 15k 51.16
Parker-Hannifin Corporation (PH) 0.1 $710k 2.3k 315.56
McDonald's Corporation (MCD) 0.1 $696k +3% 3.1k 224.30
Caterpillar (CAT) 0.1 $678k +8% 2.9k 231.87
Halyard Health (AVNS) 0.1 $656k 15k 43.73
UMB Financial Corporation (UMBF) 0.1 $637k 6.9k 92.40
Qualcomm (QCOM) 0.1 $633k 4.8k 132.59
Coca-Cola Company (KO) 0.1 $607k 12k 52.75
Heartland Financial USA (HTLF) 0.1 $605k +3% 12k 50.29
Nxp Semiconductors N V (NXPI) 0.1 $604k 3.0k 201.33
Tesla Motors (TSLA) 0.1 $598k 895.00 668.16
Moody's Corporation (MCO) 0.1 $597k -28% 2.0k 298.50
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.1 $574k -11% 11k 50.80
Sempra Energy (SRE) 0.1 $545k 4.1k 132.51
iShares S&P 500 Index (IVV) 0.1 $545k +39% 1.4k 397.81
Bank of America Corporation (BAC) 0.0 $511k 13k 38.66
Walt Disney Company (DIS) 0.0 $509k +3% 2.8k 184.62
Chevron Corporation (CVX) 0.0 $475k 4.5k 104.69
Saia (SAIA) 0.0 $473k 2.1k 230.73
First Trust DJ Internet Index Fund (FDN) 0.0 $470k -81% 2.2k 218.30
American Electric Power Company (AEP) 0.0 $466k 5.5k 84.73
Linde (LIN) 0.0 $462k 1.7k 280.00
Fortune Brands (FBHS) 0.0 $460k 4.8k 95.83
Vanguard Total Stock Market ETF (VTI) 0.0 $455k -8% 2.2k 206.82
Zoetis Inc Cl A (ZTS) 0.0 $448k 2.8k 157.41
CVS Caremark Corporation (CVS) 0.0 $442k +10% 5.9k 75.29
Abbott Laboratories (ABT) 0.0 $439k 3.7k 119.88
Philip Morris International (PM) 0.0 $434k -3% 4.9k 88.77
Wells Fargo & Company (WFC) 0.0 $432k 11k 39.07
iShares S&P 500 Growth Index (IVW) 0.0 $418k 6.4k 65.05
Costco Wholesale Corporation (COST) 0.0 $412k +9% 1.2k 352.14
First Trust Iv Enhanced Short (FTSM) 0.0 $411k -14% 6.9k 60.00
Facebook Inc cl a (FB) 0.0 $409k 1.4k 294.88
Cerner Corporation (CERN) 0.0 $408k 5.7k 71.82
Regions Financial Corporation (RF) 0.0 $382k 19k 20.65
Carrier Global Corporation (CARR) 0.0 $381k 9.0k 42.22
Emerson Electric (EMR) 0.0 $361k 4.0k 90.25
Waste Management (WM) 0.0 $339k 2.6k 129.14
Citigroup (C) 0.0 $331k +7% 4.5k 72.78
Comcast Corporation (CMCSA) 0.0 $328k 6.1k 54.13
Otis Worldwide Corp (OTIS) 0.0 $309k 4.5k 68.48
Iron Mountain (IRM) 0.0 $308k 8.3k 36.97
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $292k -16% 5.3k 54.75
Honeywell International (HON) 0.0 $285k -5% 1.3k 216.73
Kansas City Southern (KSU) 0.0 $264k 1.0k 264.00
Laboratory Corp. of America Holdings (LH) 0.0 $255k 1.0k 255.00
TJX Companies (TJX) 0.0 $249k -7% 3.8k 66.12
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $241k 2.2k 112.09
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $239k 2.4k 100.80
Vanguard Mid-Cap ETF (VO) 0.0 $228k 1.0k 220.93
Energizer Holdings (ENR) 0.0 $225k 4.7k 47.45
Monmouth R.E. Inv (MNR) 0.0 $221k 13k 17.71
First Tr Exchange Traded Fd dorsey wright (IFV) 0.0 $210k +194% 9.1k 23.01
Vanguard Mid-Cap Value ETF (VOE) 0.0 $201k 1.5k 134.90
iShares S&P SmallCap 600 Growth (IJT) 0.0 $200k 1.6k 128.37
Garmin (GRMN) 0.0 $198k 1.5k 132.00
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.0 $195k 2.6k 75.17
PacWest Ban (PACW) 0.0 $191k 5.0k 38.20
Ecolab (ECL) 0.0 $186k -9% 867.00 214.53
UnitedHealth (UNH) 0.0 $185k 497.00 372.23
Alerian Mlp Etf etf (AMLP) 0.0 $181k 5.9k 30.47
Dex (DXCM) 0.0 $180k 500.00 360.00
Verizon Communications (VZ) 0.0 $175k +7% 3.0k 58.06
iShares Silver Trust (SLV) 0.0 $167k NEW 7.4k 22.64
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.0 $161k -22% 3.0k 54.58
Square Inc cl a (SQ) 0.0 $159k 700.00 227.14
Flowers Foods (FLO) 0.0 $151k 6.4k 23.73
Duke Energy (DUK) 0.0 $150k +14% 1.5k 96.84
iShares Russell 1000 Growth Index (IWF) 0.0 $150k 617.00 243.11
Union Pacific Corporation (UNP) 0.0 $149k 675.00 220.74
Enterprise Products Partners (EPD) 0.0 $148k 6.7k 22.09
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $148k 4.7k 31.32
American Tower Reit (AMT) 0.0 $148k 620.00 238.71
Arista Networks (ANET) 0.0 $143k -13% 475.00 301.05
Post Holdings Inc Common (POST) 0.0 $143k 1.4k 105.93
Adobe Systems Incorporated (ADBE) 0.0 $138k +9% 290.00 475.86
Callaway Golf Company (ELY) 0.0 $134k 5.0k 26.80
First Trust Amex Biotech Index Fnd (FBT) 0.0 $132k -92% 825.00 160.00
First Trust Financials AlphaDEX (FXO) 0.0 $128k 3.1k 41.63
Broadcom (AVGO) 0.0 $125k +70% 270.00 462.96
NVIDIA Corporation (NVDA) 0.0 $123k 230.00 534.78
Enterprise Financial Services (EFSC) 0.0 $122k 2.5k 49.59
Eastman Chemical Company (EMN) 0.0 $121k 1.1k 110.00
Fiserv (FISV) 0.0 $119k 1.0k 119.00
First Trust Health Care AlphaDEX (FXH) 0.0 $118k -21% 1.1k 108.26
Sealed Air (SEE) 0.0 $117k 2.6k 45.88
BP (BP) 0.0 $114k -34% 4.7k 24.26
Moderna (MRNA) 0.0 $111k 850.00 130.59
Consolidated Edison (ED) 0.0 $107k 1.4k 74.72
Occidental Petroleum Corporation (OXY) 0.0 $106k 4.0k 26.50
General Mills (GIS) 0.0 $103k +2% 1.7k 61.46
O'reilly Automotive (ORLY) 0.0 $101k +100% 200.00 505.00
Starbucks Corporation (SBUX) 0.0 $100k +30% 916.00 109.17
Axon Enterprise (AXON) 0.0 $100k 700.00 142.86
Visa (V) 0.0 $99k 468.00 211.54
Ameren Corporation (AEE) 0.0 $98k 1.2k 81.67
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $96k NEW 736.00 130.43
Discover Financial Services (DFS) 0.0 $94k 990.00 94.95
Medtronic (MDT) 0.0 $92k 775.00 118.71
Dominion Resources (D) 0.0 $90k +18% 1.2k 75.69
Curtiss-Wright (CW) 0.0 $87k 735.00 118.37
Nic 0.0 $85k 2.5k 34.00
Mondelez Int (MDLZ) 0.0 $84k +33% 1.4k 58.41
Walgreen Boots Alliance (WBA) 0.0 $82k 1.5k 54.67
Deciphera Pharmaceuticals (DCPH) 0.0 $81k 1.8k 44.73
V.F. Corporation (VFC) 0.0 $80k -43% 1.0k 80.00
3M Company (MMM) 0.0 $80k -18% 417.00 191.85
Invesco S&p 500 Equal Weight Etf (RSP) 0.0 $80k +18% 565.00 141.59
Edgewell Pers Care (EPC) 0.0 $79k 2.0k 39.50
Edwards Lifesciences (EW) 0.0 $76k 912.00 83.33
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $75k 868.00 86.41
Dow (DOW) 0.0 $74k +4% 1.2k 64.18
Regeneron Pharmaceuticals (REGN) 0.0 $71k +50% 150.00 473.33
iShares S&P MidCap 400 Index (IJH) 0.0 $70k 270.00 259.26
Illinois Tool Works (ITW) 0.0 $70k +5% 317.00 220.82
Arch Capital Group (ACGL) 0.0 $69k 1.8k 38.33
Merck & Co (MRK) 0.0 $65k +69% 847.00 76.74
Skyworks Solutions (SWKS) 0.0 $64k 351.00 182.34
Vanguard Small-Cap ETF (VB) 0.0 $64k 300.00 213.33
At&t (T) 0.0 $64k +1094% 2.1k 30.09
Arthur J. Gallagher & Co. (AJG) 0.0 $62k 500.00 124.00
Nike (NKE) 0.0 $61k 457.00 133.48
General Electric Company (GE) 0.0 $60k 4.6k 13.15
Corenergy Infrastructure Tr (CORR) 0.0 $59k 8.3k 7.11
Ishares Tr etf msci usa (ESGU) 0.0 $58k -39% 638.00 90.91
Financial Select Sector SPDR (XLF) 0.0 $56k 1.6k 34.25
Eli Lilly & Co. (LLY) 0.0 $56k -40% 300.00 186.67
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $56k 500.00 112.00
Kontoor Brands (KTB) 0.0 $55k 1.1k 48.98
Growgeneration Corp (GRWG) 0.0 $55k 1.1k 50.00
Bank of New York Mellon Corporation (BK) 0.0 $55k -14% 1.2k 47.66
iShares S&P SmallCap 600 Index (IJR) 0.0 $54k +7% 498.00 108.43
BlackRock (BLK) 0.0 $52k NEW 69.00 753.62
iShares Barclays TIPS Bond Fund (TIP) 0.0 $50k 400.00 125.00
Enbridge (ENB) 0.0 $50k +522% 1.4k 36.36
Capitol Federal Financial (CFFN) 0.0 $49k 3.7k 13.19
Industrial SPDR (XLI) 0.0 $49k 500.00 98.00
Allstate Corporation (ALL) 0.0 $49k 425.00 115.29
SPDR Gold Trust (GLD) 0.0 $46k 286.00 160.84
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $46k -29% 393.00 117.05
Doubleline Total Etf etf (TOTL) 0.0 $44k 922.00 47.72
FedEx Corporation (FDX) 0.0 $43k 150.00 286.67
Fresenius Medical Care AG & Co. (FMS) 0.0 $42k 1.1k 36.71
Tyler Technologies (TYL) 0.0 $42k NEW 100.00 420.00
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $42k 1.3k 32.56
Evergy (EVRG) 0.0 $41k 681.00 60.21
Euronet Worldwide (EEFT) 0.0 $41k 300.00 136.67
Nucor Corporation (NUE) 0.0 $40k 500.00 80.00
Corteva (CTVA) 0.0 $39k 837.00 46.59
Metropcs Communications (TMUS) 0.0 $38k +48% 306.00 124.18
Twitter (TWTR) 0.0 $38k 600.00 63.33
Gcp Applied Technologies (GCP) 0.0 $37k NEW 1.5k 24.67
Viatris (VTRS) 0.0 $37k 2.7k 13.89
Spdr Ser Tr 1 3 hgh yield (BIL) 0.0 $37k 400.00 92.50
Travelers Companies (TRV) 0.0 $37k NEW 248.00 149.19
Chubb (CB) 0.0 $36k +76% 230.00 156.52
Marathon Petroleum Corp (MPC) 0.0 $36k NEW 668.00 53.89
Cohen & Steers infrastucture Fund (UTF) 0.0 $35k 1.3k 28.00
Palomar Hldgs (PLMR) 0.0 $34k -28% 500.00 68.00
Peloton Interactive Inc cl a (PTON) 0.0 $34k NEW 300.00 113.33
Trane Technologies (TT) 0.0 $33k NEW 200.00 165.00
Southwest Airlines (LUV) 0.0 $32k 519.00 61.66
ConocoPhillips (COP) 0.0 $31k NEW 584.00 53.08
James Hardie Industries SE (JHX) 0.0 $31k NEW 1.0k 31.00
Travel Leisure Ord (TNL) 0.0 $31k NEW 500.00 62.00
Wyndham Hotels And Resorts (WH) 0.0 $31k 448.00 69.20
Northern Trust Corporation (NTRS) 0.0 $30k +190% 290.00 103.45
Elbit Systems (ESLT) 0.0 $29k 200.00 145.00
McKesson Corporation (MCK) 0.0 $29k 150.00 193.33
NetApp (NTAP) 0.0 $29k +15% 405.00 71.60
Allscripts Healthcare Solutions (MDRX) 0.0 $29k 1.9k 15.06
Innovator Etfs Tr s&p 500 buffer (BAPR) 0.0 $28k 927.00 30.20
Vanguard Health Care ETF (VHT) 0.0 $28k 121.00 231.41
Eaton (ETN) 0.0 $28k 200.00 140.00
Southern Company (SO) 0.0 $28k +12% 450.00 62.22
Caretrust Reit (CTRE) 0.0 $28k NEW 1.2k 23.33
Equinix (EQIX) 0.0 $27k 40.00 675.00
Uber Technologies (UBER) 0.0 $27k NEW 500.00 54.00
Ishares Tr msci usavalfct (VLUE) 0.0 $27k +6% 264.00 102.27
Lamb Weston Hldgs (LW) 0.0 $26k 333.00 78.08
Etf Managers Tr purefunds ise cy (HACK) 0.0 $26k 473.00 54.97
Neenah Paper (NP) 0.0 $26k 500.00 52.00
Exchange Traded Concepts Tr Em emqq em intern (EMQQ) 0.0 $25k 390.00 64.10
Draftkings Inc Com Cl A (DKNG) 0.0 $25k NEW 400.00 62.50
Getty Realty (GTY) 0.0 $25k 879.00 28.44
Royal Dutch Shell (RDS.A) 0.0 $24k 600.00 40.00
SPDR S&P Dividend (SDY) 0.0 $24k 200.00 120.00
Palo Alto Networks (PANW) 0.0 $24k 75.00 320.00
Ishares Tr genomics immun (IDNA) 0.0 $24k 533.00 45.03
Total (TTE) 0.0 $24k NEW 518.00 46.33
Archer Daniels Midland Company (ADM) 0.0 $23k 410.00 56.10
Eversource Energy (ES) 0.0 $23k 262.00 87.79
Dentsply Sirona (XRAY) 0.0 $23k NEW 363.00 63.36
Diageo (DEO) 0.0 $23k NEW 143.00 160.84
Alibaba Group Holding (BABA) 0.0 $23k 102.00 225.49
Shake Shack Inc cl a (SHAK) 0.0 $23k 200.00 115.00
Smith & Nephew (SNN) 0.0 $23k NEW 600.00 38.33
Oge Energy Corp (OGE) 0.0 $23k 720.00 31.94
First Tr Exch Traded Fd Iii Horizon Mngd Etf Added etp (HDMV) 0.0 $22k 700.00 31.43
iShares S&P Global Technology Sect. (IXN) 0.0 $22k +8% 73.00 301.37
Morgan Stanley (MS) 0.0 $21k NEW 270.00 77.78
T. Rowe Price (TROW) 0.0 $21k 125.00 168.00
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.0 $21k NEW 349.00 60.17
RPM International (RPM) 0.0 $21k 225.00 93.33
Equity Commonwealth (EQC) 0.0 $21k NEW 764.00 27.49
Etf Ser Solutions loncar cancer (CNCR) 0.0 $20k 665.00 30.08
Cardinal Health (CAH) 0.0 $20k NEW 324.00 61.73
Air Products & Chemicals (APD) 0.0 $20k 70.00 285.71
Motorola Solutions (MSI) 0.0 $20k 104.00 192.31
ProShares Ultra S&P500 (SSO) 0.0 $20k 200.00 100.00
Avangrid (AGR) 0.0 $20k NEW 400.00 50.00
Flowserve Corporation (FLS) 0.0 $20k 525.00 38.10
Farmers Natl Banc Corp (FMNB) 0.0 $19k NEW 1.1k 16.64
Sanderson Farms (SAFM) 0.0 $19k NEW 119.00 159.66
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $19k -40% 60.00 316.67
American Water Works (AWK) 0.0 $19k 125.00 152.00
Airbnb (ABNB) 0.0 $19k 100.00 190.00
Adams Express Company (ADX) 0.0 $19k 1.1k 17.98
Simon Property (SPG) 0.0 $18k 155.00 116.13
Principal Financial (PFG) 0.0 $18k 302.00 59.60
Columbia India Consumer Etf etp (INCO) 0.0 $17k 330.00 51.52
Vanguard Dividend Appreciation ETF (VIG) 0.0 $17k 113.00 150.44
Evolution Petroleum Corporation (EPM) 0.0 $17k 5.0k 3.40
Spirit AeroSystems Holdings (SPR) 0.0 $17k 350.00 48.57
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 0.0 $17k NEW 326.00 52.15
Nokia Corporation (NOK) 0.0 $16k NEW 4.0k 4.00
Douglas Emmett (DEI) 0.0 $16k 500.00 32.00
Pentair cs (PNR) 0.0 $16k 250.00 64.00
Gds Holdings ads (GDS) 0.0 $16k NEW 200.00 80.00
H&R Block (HRB) 0.0 $16k +31% 747.00 21.42
Everest Re Group (RE) 0.0 $15k NEW 59.00 254.24
AstraZeneca (AZN) 0.0 $15k 300.00 50.00
Omni (OMC) 0.0 $15k NEW 200.00 75.00
Camping World Hldgs (CWH) 0.0 $15k NEW 400.00 37.50
Varian Medical Systems 0.0 $14k NEW 78.00 179.49
Valero Energy Corporation (VLO) 0.0 $14k 200.00 70.00
Chipotle Mexican Grill (CMG) 0.0 $14k 10.00 1400.00
Vanguard Information Technology ETF (VGT) 0.0 $14k 40.00 350.00
First Trust Energy AlphaDEX (FXN) 0.0 $14k -58% 1.4k 10.00
Atmos Energy Corporation (ATO) 0.0 $14k 146.00 95.89
Ishares Tr usa min vo (USMV) 0.0 $14k 201.00 69.65
Cal-Maine Foods (CALM) 0.0 $13k NEW 345.00 37.68
Anheuser-Busch InBev NV (BUD) 0.0 $13k NEW 211.00 61.61
CarMax (KMX) 0.0 $13k NEW 100.00 130.00
Carnival Corporation (CCL) 0.0 $13k NEW 500.00 26.00
Kellogg Company (K) 0.0 $13k +2757% 200.00 65.00
Servicenow (NOW) 0.0 $13k 25.00 520.00
Spotify Technology Sa (SPOT) 0.0 $13k 50.00 260.00
Phillips 66 (PSX) 0.0 $13k 163.00 79.75
AFLAC Incorporated (AFL) 0.0 $12k 238.00 50.42
PG&E Corporation (PCG) 0.0 $12k NEW 1.0k 12.00
ICU Medical, Incorporated (ICUI) 0.0 $12k NEW 56.00 214.29
iShares MSCI EAFE Growth Index (EFG) 0.0 $12k -71% 118.00 101.69
Ares Capital Corporation (ARCC) 0.0 $12k 643.00 18.66
Prudential Financial (PRU) 0.0 $11k +55% 124.00 88.71
Wendy's/arby's Group (WEN) 0.0 $11k NEW 522.00 21.07
Apa Corporation (APA) 0.0 $11k NEW 600.00 18.33
Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp (PXE) 0.0 $10k 680.00 14.71
SJW (SJW) 0.0 $10k NEW 154.00 64.94
J.M. Smucker Company (SJM) 0.0 $10k 80.00 125.00
Atlas Air Worldwide Holdings (AAWW) 0.0 $10k 160.00 62.50
MetLife (MET) 0.0 $10k NEW 160.00 62.50
Unum (UNM) 0.0 $10k +38% 346.00 28.90
Ishares Inc msci em esg se (ESGE) 0.0 $9.0k -79% 203.00 44.34
iShares MSCI EAFE Value Index (EFV) 0.0 $9.0k NEW 172.00 52.33
Texas Instruments Incorporated (TXN) 0.0 $9.0k +84% 46.00 195.65
Transocean (RIG) 0.0 $9.0k 2.5k 3.60
Marsh & McLennan Companies (MMC) 0.0 $9.0k 75.00 120.00
Exelon Corporation (EXC) 0.0 $9.0k 200.00 45.00
CenterPoint Energy (CNP) 0.0 $9.0k 400.00 22.50
Vanguard Consumer Discretionary ETF (VCR) 0.0 $9.0k 30.00 300.00
Shutterstock (SSTK) 0.0 $9.0k NEW 100.00 90.00
Stryker Corporation (SYK) 0.0 $9.0k 39.00 230.77
Newmark Group (NMRK) 0.0 $9.0k 902.00 9.98
Edison International (EIX) 0.0 $8.0k 134.00 59.70
Pennantpark Floating Rate Capi (PFLT) 0.0 $8.0k 640.00 12.50
Mannkind (MNKD) 0.0 $8.0k 2.0k 4.00
Gamida Cell (GMDA) 0.0 $8.0k 1.0k 8.00
Ishares Tr core tl usd bd (IUSB) 0.0 $8.0k NEW 146.00 54.79
Ishares Tr cmn (GOVT) 0.0 $8.0k -70% 295.00 27.12
Baxter International (BAX) 0.0 $7.0k NEW 78.00 89.74
Regional Management (RM) 0.0 $7.0k 200.00 35.00
Nio Inc spon ads (NIO) 0.0 $7.0k NEW 175.00 40.00
Beyond Meat (BYND) 0.0 $7.0k 50.00 140.00
C3 Ai (AI) 0.0 $7.0k 100.00 70.00
Berry Plastics (BERY) 0.0 $7.0k 120.00 58.33
Hp (HPQ) 0.0 $7.0k 236.00 29.66
Ribbon Communication (RBBN) 0.0 $6.0k 739.00 8.12
Compass Diversified Holdings (CODI) 0.0 $6.0k NEW 280.00 21.43
Goldman Sachs (GS) 0.0 $6.0k NEW 17.00 352.94
Novartis (NVS) 0.0 $6.0k 75.00 80.00
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $6.0k 25.00 240.00
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $6.0k 500.00 12.00
Snowflake Inc Cl A (SNOW) 0.0 $6.0k 25.00 240.00
MTS Systems Corporation 0.0 $6.0k NEW 102.00 58.82
Iveric Bio (ISEE) 0.0 $5.0k 750.00 6.67
Valley National Ban (VLY) 0.0 $5.0k NEW 340.00 14.71
Roblox Corp (RBLX) 0.0 $5.0k NEW 70.00 71.43
Merit Medical Systems (MMSI) 0.0 $5.0k NEW 88.00 56.82
Cummins (CMI) 0.0 $5.0k NEW 18.00 277.78
Vanguard Growth ETF (VUG) 0.0 $5.0k 20.00 250.00
First Business Financial Services (FBIZ) 0.0 $5.0k 200.00 25.00
Teladoc (TDOC) 0.0 $5.0k 25.00 200.00
Target Corporation (TGT) 0.0 $5.0k NEW 24.00 208.33
Williams Companies (WMB) 0.0 $4.0k NEW 151.00 26.49
International Paper Company (IP) 0.0 $4.0k +620% 72.00 55.56
Charles Schwab Corporation (SCHW) 0.0 $4.0k NEW 65.00 61.54
Interpublic Group of Companies (IPG) 0.0 $4.0k NEW 122.00 32.79
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $4.0k -87% 34.00 117.65
AES Corporation (AES) 0.0 $4.0k NEW 141.00 28.37
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.0 $4.0k NEW 24.00 166.67
Whirlpool Corporation (WHR) 0.0 $4.0k NEW 17.00 235.29
Schlumberger (SLB) 0.0 $4.0k NEW 145.00 27.59
Ark Etf Tr innovation etf (ARKK) 0.0 $4.0k 30.00 133.33
Newell Rubbermaid (NWL) 0.0 $4.0k 140.00 28.57
Key (KEY) 0.0 $4.0k NEW 220.00 18.18
Ebix (EBIX) 0.0 $4.0k 140.00 28.57
Encana Corporation (OVV) 0.0 $4.0k 169.00 23.67
LSB Industries (LXU) 0.0 $3.0k 650.00 4.62
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 202.00 14.85
Avnet (AVT) 0.0 $3.0k NEW 83.00 36.14
Tyson Foods (TSN) 0.0 $3.0k NEW 42.00 71.43
First Industrial Realty Trust (FR) 0.0 $3.0k NEW 57.00 52.63
Dick's Sporting Goods (DKS) 0.0 $3.0k NEW 37.00 81.08
Synchrony Financial (SYF) 0.0 $3.0k NEW 73.00 41.10
Mid-America Apartment (MAA) 0.0 $3.0k NEW 18.00 166.67
United Parcel Service (UPS) 0.0 $3.0k NEW 16.00 187.50
Rockwell Automation (ROK) 0.0 $3.0k NEW 10.00 300.00
Southern Copper Corporation (SCCO) 0.0 $3.0k NEW 48.00 62.50
M.D.C. Holdings (MDC) 0.0 $3.0k NEW 50.00 60.00
iShares Dow Jones US Medical Dev. (IHI) 0.0 $3.0k -82% 8.00 375.00
Gopro (GPRO) 0.0 $3.0k 300.00 10.00
Best Buy (BBY) 0.0 $3.0k NEW 26.00 115.38
Cubesmart (CUBE) 0.0 $3.0k NEW 74.00 40.54
Vici Pptys (VICI) 0.0 $3.0k NEW 105.00 28.57
Inovio Pharmaceuticals (INO) 0.0 $2.0k 225.00 8.89