Atwood & Palmer
Latest statistics and disclosures from Atwood & Palmer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, PLTR, AVDE, AVEM, SHY, and represent 18.41% of Atwood & Palmer's stock portfolio.
- Added to shares of these 10 stocks: HLI (+$14M), ADBE (+$13M), XFIV (+$5.3M), BRK.A, SHY, JAAA, XOM, TMO, MSFT, PSQO.
- Started 27 new stock positions in JEPI, GII, TSM, DASH, GWX, XOM, SNOW, FNDF, XFIV, USTB.
- Reduced shares in these 10 stocks: IBTI, PLTR, URI, CSCO, IBTJ, FITB, ADP, IMTM, GSIE, GRMN.
- Sold out of its positions in AIG, ALAB, CLOA, BE, CI, CDNS, CIEN, CMI, GM, AGG.
- Atwood & Palmer was a net buyer of stock by $69M.
- Atwood & Palmer has $1.9B in assets under management (AUM), dropping by 3.87%.
- Central Index Key (CIK): 0001044929
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Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 496 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 4.1 | $81M | 237k | 340.74 |
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| Palantir Technologies (PLTR) | 4.1 | $80M | 428k | 187.05 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.7 | $71M | +2% | 789k | 90.11 |
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| American Centy Etf Tr avantis emgmkt (AVEM) | 3.3 | $64M | 683k | 94.02 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.2 | $62M | +4% | 767k | 81.20 |
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| Janus Detroit Str Tr (JAAA) | 3.2 | $62M | +4% | 1.2M | 50.47 |
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| Janus Detroit Str Tr (JEMB) | 3.1 | $61M | +2% | 1.2M | 51.05 |
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| United Rentals (URI) | 3.0 | $58M | 58k | 1000.78 |
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| Cisco Systems (CSCO) | 2.7 | $54M | 497k | 107.63 |
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| Gilead Sciences (GILD) | 2.7 | $52M | 351k | 149.05 |
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| Abbvie (ABBV) | 2.6 | $51M | 195k | 261.59 |
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| Palmer Square Funds Trust (PSQO) | 2.3 | $44M | +5% | 2.2M | 20.56 |
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| Apple (AAPL) | 2.2 | $42M | 127k | 333.02 |
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| Fifth Third Ban (FITB) | 2.1 | $42M | 826k | 50.58 |
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| American Centy Etf Tr (AVIV) | 2.1 | $42M | +2% | 521k | 79.63 |
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| Thermo Fisher Scientific (TMO) | 2.0 | $39M | +6% | 58k | 675.05 |
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| Bondbloxx Etf Trust (BBBI) | 2.0 | $39M | +2% | 803k | 48.72 |
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| Ameriprise Financial (AMP) | 1.9 | $38M | 77k | 492.35 |
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| Janus Detroit Str Tr (JSI) | 1.9 | $38M | +5% | 756k | 49.92 |
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| NVIDIA Corporation (NVDA) | 1.8 | $35M | 153k | 228.38 |
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| Lockheed Martin Corporation (LMT) | 1.8 | $35M | 68k | 509.25 |
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| United Therapeutics Corporation (UTHR) | 1.7 | $33M | 61k | 541.89 |
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| MasterCard Incorporated (MA) | 1.7 | $33M | 60k | 551.47 |
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| Generac Holdings (GNRC) | 1.7 | $33M | 158k | 206.95 |
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| Leidos Holdings (LDOS) | 1.7 | $33M | +3% | 267k | 121.83 |
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| D.R. Horton (DHI) | 1.7 | $33M | 238k | 136.65 |
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| Regeneron Pharmaceuticals (REGN) | 1.7 | $32M | 43k | 758.27 |
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| MercadoLibre (MELI) | 1.6 | $32M | 19k | 1728.53 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.6 | $31M | +2% | 285k | 109.38 |
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| Goldman Sachs (GS) | 1.5 | $30M | 33k | 900.37 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $30M | 57k | 522.81 |
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| Tortoise North American Pipeline Fund (TPYP) | 1.4 | $27M | 679k | 39.87 |
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| Wal-Mart Stores (WMT) | 1.3 | $26M | 252k | 103.92 |
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| Garmin (GRMN) | 1.3 | $26M | 91k | 286.84 |
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| Nokia Corporation (NOK) | 1.3 | $25M | 2.5M | 10.14 |
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| Bondbloxx Bb Rated Usd Hy Cb (XBB) | 1.1 | $21M | +3% | 523k | 39.51 |
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| Cdw (CDW) | 1.0 | $20M | 158k | 128.16 |
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| Ishares Tr 0-5yr hi yl cp (SHYG) | 1.0 | $20M | 473k | 41.25 |
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| Ishares Ibonds Dec 2029 Term T (IBTJ) | 1.0 | $19M | -4% | 914k | 21.23 |
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| Ishares Ibonds Dec 2028 Term T (IBTI) | 1.0 | $19M | -8% | 881k | 21.91 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.0 | $19M | 363k | 51.23 |
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| ON Semiconductor (ON) | 0.9 | $17M | 220k | 76.87 |
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| Houlihan Lokey Inc cl a (HLI) | 0.8 | $16M | +514% | 129k | 126.34 |
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| L3harris Technologies (LHX) | 0.8 | $16M | +3% | 66k | 236.78 |
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| Lowe's Companies (LOW) | 0.7 | $14M | +5% | 75k | 184.29 |
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| Uber Technologies (UBER) | 0.7 | $13M | +4% | 195k | 68.51 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $13M | +590266% | 53k | 239.94 |
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| Ishares Tr int dev mom fc (IMTM) | 0.6 | $11M | -3% | 216k | 52.63 |
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| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.6 | $11M | -3% | 247k | 45.84 |
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| Alibaba Group Holding (BABA) | 0.6 | $11M | +2% | 103k | 107.54 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $9.5M | +12% | 28k | 344.08 |
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| Etf Opportunities Trust (VSLU) | 0.5 | $9.0M | +4% | 186k | 48.53 |
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| Central BanCo (CBC) | 0.5 | $8.8M | 282k | 31.25 |
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| Johnson & Johnson (JNJ) | 0.4 | $7.2M | +10% | 27k | 264.74 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $6.8M | +9% | 33k | 208.02 |
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| Jack Henry & Associates (JKHY) | 0.3 | $5.8M | 40k | 143.24 |
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| Bondbloxx Etf Trust (XFIV) | 0.3 | $5.3M | NEW | 114k | 46.66 |
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| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.3 | $5.3M | -2% | 72k | 73.39 |
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| Berkshire Hathaway (BRK.A) | 0.3 | $5.2M | +600% | 7.00 | 747005.00 |
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| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.3 | $5.2M | +33% | 52k | 100.11 |
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| Home Depot (HD) | 0.3 | $5.0M | 18k | 284.48 |
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| Microsoft Corporation (MSFT) | 0.2 | $4.8M | +87% | 9.4k | 512.90 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $3.8M | +29% | 11k | 330.82 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $3.7M | -5% | 38k | 97.43 |
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| Applied Finance Ivs Us Smid Etf (IVSS) | 0.2 | $3.7M | +4% | 128k | 28.58 |
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| Commerce Bancshares (CBSH) | 0.2 | $3.6M | -7% | 66k | 54.74 |
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| Becton, Dickinson and (BDX) | 0.2 | $3.4M | -3% | 19k | 179.00 |
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| Berkshire Hathaway (BRK.B) | 0.2 | $3.1M | +62% | 6.3k | 497.95 |
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| Procter & Gamble Company (PG) | 0.2 | $3.1M | +5% | 22k | 145.28 |
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| Amgen (AMGN) | 0.1 | $2.9M | +23% | 6.8k | 421.51 |
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| Exxon Mobil Corp (XOM) | 0.1 | $2.7M | NEW | 17k | 162.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | 13k | 185.64 |
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| Ishares Tr (IBTK) | 0.1 | $2.4M | +42% | 124k | 18.99 |
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| Amazon (AMZN) | 0.1 | $2.3M | 9.3k | 249.15 |
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| Janus Detroit Str Tr fund (JMBS) | 0.1 | $2.3M | +137% | 54k | 42.26 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.2M | 26k | 85.32 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | 2.3k | 955.42 |
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| Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $2.1M | -4% | 42k | 51.10 |
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| Caterpillar (CAT) | 0.1 | $2.0M | 2.4k | 810.79 |
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| Pepsi (PEP) | 0.1 | $1.9M | +15% | 15k | 126.72 |
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| iShares S&P 500 Index (IVV) | 0.1 | $1.7M | +31% | 2.3k | 765.80 |
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| Chevron Corporation (CVX) | 0.1 | $1.5M | +50% | 7.5k | 204.21 |
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| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $1.5M | 13k | 113.44 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.5M | -4% | 2.0k | 762.46 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | +12% | 1.5k | 910.34 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $1.4M | 8.1k | 166.28 |
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| Highwoods Properties (HIW) | 0.1 | $1.3M | -5% | 46k | 29.02 |
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| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.1 | $1.3M | 27k | 48.46 |
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| Paychex (PAYX) | 0.1 | $1.3M | 13k | 98.50 |
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| Hilltop Holdings (HTH) | 0.1 | $1.2M | 33k | 37.66 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.2M | 9.2k | 130.01 |
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| Deere & Company (DE) | 0.1 | $1.2M | 1.8k | 671.55 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +22% | 14k | 86.08 |
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| Waters Corporation (WAT) | 0.1 | $1.1M | -3% | 2.5k | 439.39 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.1M | +2% | 8.6k | 125.26 |
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| Iron Mountain (IRM) | 0.1 | $1.1M | 9.5k | 110.95 |
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| PNC Financial Services (PNC) | 0.1 | $1.0M | 4.5k | 222.26 |
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| Eagle Materials (EXP) | 0.0 | $965k | NEW | 5.6k | 171.02 |
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| Broadcom (AVGO) | 0.0 | $959k | -9% | 2.7k | 351.19 |
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| Qualcomm (QCOM) | 0.0 | $895k | 4.9k | 184.04 |
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| International Business Machines (IBM) | 0.0 | $872k | -5% | 4.0k | 219.93 |
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| Philip Morris International (PM) | 0.0 | $837k | 4.4k | 190.82 |
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| Arista Networks (ANET) | 0.0 | $814k | 4.0k | 203.59 |
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| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $813k | 8.8k | 92.65 |
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| Goldman Sachs Etf Tr access hig yld (GHYB) | 0.0 | $782k | 18k | 43.20 |
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| McDonald's Corporation (MCD) | 0.0 | $750k | 3.2k | 230.94 |
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| Nextera Energy (NEE) | 0.0 | $727k | 9.6k | 75.74 |
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| Tesla Motors (TSLA) | 0.0 | $714k | -4% | 2.0k | 354.81 |
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| Facebook Inc cl a (META) | 0.0 | $698k | 962.00 | 725.18 |
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| Emerson Electric (EMR) | 0.0 | $662k | 4.3k | 155.08 |
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| Eli Lilly & Co. (LLY) | 0.0 | $657k | 568.00 | 1157.08 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $657k | 8.5k | 77.25 |
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| U.S. Bancorp (USB) | 0.0 | $653k | -4% | 11k | 57.76 |
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| American Electric Power Company (AEP) | 0.0 | $653k | 5.5k | 118.64 |
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| Bristol Myers Squibb (BMY) | 0.0 | $632k | -13% | 10k | 62.40 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $572k | 1.5k | 374.24 |
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| Goldman Sachs Etf Tr aces ultra shr (GSST) | 0.0 | $533k | 11k | 50.46 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $526k | +300% | 2.0k | 264.75 |
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| Regions Financial Corporation (RF) | 0.0 | $497k | 19k | 26.88 |
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| Waste Management (WM) | 0.0 | $479k | 2.4k | 203.92 |
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| Intel Corporation (INTC) | 0.0 | $472k | -19% | 3.9k | 120.23 |
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| Bank of America Corporation (BAC) | 0.0 | $468k | +7% | 8.6k | 54.43 |
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| Oracle Corporation (ORCL) | 0.0 | $465k | 3.4k | 137.30 |
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| Pfizer (PFE) | 0.0 | $464k | +63% | 16k | 28.52 |
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| General Electric (GE) | 0.0 | $456k | +53% | 1.5k | 312.19 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $443k | 4.5k | 97.75 |
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| TJX Companies (TJX) | 0.0 | $443k | -8% | 3.4k | 132.31 |
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| Union Pacific Corporation (UNP) | 0.0 | $435k | +133% | 1.6k | 272.13 |
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| Automatic Data Processing (ADP) | 0.0 | $423k | -53% | 1.6k | 258.06 |
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| Walt Disney Company (DIS) | 0.0 | $422k | +164% | 4.0k | 104.90 |
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| Palo Alto Networks (PANW) | 0.0 | $419k | 1.1k | 397.31 |
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| Carrier Global Corporation (CARR) | 0.0 | $417k | 7.6k | 54.86 |
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| Saia (SAIA) | 0.0 | $409k | 1.2k | 333.74 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $408k | 1.4k | 292.05 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $406k | 1.7k | 237.53 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $402k | +309% | 573.00 | 700.86 |
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| Ge Vernova (GEV) | 0.0 | $399k | +61% | 420.00 | 951.02 |
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| Amphenol Corporation (APH) | 0.0 | $391k | +100% | 4.6k | 84.30 |
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| Enterprise Products Partners (EPD) | 0.0 | $368k | +15% | 10k | 35.61 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $362k | 2.3k | 155.21 |
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| Visa (V) | 0.0 | $361k | 1.0k | 359.33 |
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| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $358k | 1.8k | 195.56 |
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| Curtiss-Wright (CW) | 0.0 | $352k | 648.00 | 543.82 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $340k | +11% | 1.4k | 247.93 |
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| Eaton (ETN) | 0.0 | $330k | 769.00 | 429.71 |
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| Mplx (MPLX) | 0.0 | $329k | 5.8k | 56.32 |
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| Altria (MO) | 0.0 | $324k | 4.8k | 67.34 |
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| American Centy Etf Tr (AVLV) | 0.0 | $320k | 3.5k | 90.43 |
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| Trane Technologies (TT) | 0.0 | $316k | 700.00 | 451.98 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $315k | 4.4k | 71.95 |
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| Labcorp Holdings (LH) | 0.0 | $308k | 1.0k | 308.11 |
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| Omni (OMC) | 0.0 | $307k | +213% | 4.2k | 73.63 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $301k | 4.5k | 66.79 |
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| Ecolab (ECL) | 0.0 | $300k | -25% | 1.1k | 274.58 |
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| Ishares Tr core div grwth (DGRO) | 0.0 | $271k | 3.6k | 75.38 |
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| American Centy Etf Tr (AVIG) | 0.0 | $261k | 6.6k | 39.39 |
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| Sempra Energy (SRE) | 0.0 | $257k | 3.3k | 77.96 |
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| Pulte (PHM) | 0.0 | $247k | +2593% | 2.1k | 116.06 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $246k | NEW | 540.00 | 456.19 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $243k | 3.8k | 64.32 |
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| Wells Fargo & Company (WFC) | 0.0 | $234k | 2.9k | 80.05 |
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| Axon Enterprise (AXON) | 0.0 | $220k | 520.00 | 422.52 |
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| Vanguard Growth ETF (VUG) | 0.0 | $216k | 2.4k | 90.11 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $212k | 2.3k | 92.05 |
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| Vanguard Mid-Cap ETF (VO) | 0.0 | $201k | +20% | 2.6k | 78.42 |
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| Fortune Brands (FBIN) | 0.0 | $193k | 5.1k | 38.05 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $191k | 1.4k | 136.05 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.0 | $176k | 3.5k | 50.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $167k | -53% | 1.5k | 112.11 |
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| Arch Capital Group (ACGL) | 0.0 | $166k | 1.8k | 92.36 |
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| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $164k | -7% | 740.00 | 221.00 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $163k | 1.3k | 128.14 |
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| Vanguard Large-Cap ETF (VV) | 0.0 | $158k | 448.00 | 351.92 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $157k | -10% | 1.8k | 85.10 |
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| Targa Res Corp (TRGP) | 0.0 | $155k | 575.00 | 270.31 |
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| Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.0 | $154k | NEW | 4.2k | 37.01 |
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| Fortinet (FTNT) | 0.0 | $154k | 860.00 | 178.76 |
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| Duke Energy (DUK) | 0.0 | $154k | 1.3k | 114.01 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $150k | +44% | 651.00 | 230.88 |
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| Barclays (BCS) | 0.0 | $150k | 6.2k | 24.27 |
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| Capital One Financial (COF) | 0.0 | $148k | 764.00 | 193.07 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $146k | 223.00 | 655.24 |
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| Enterprise Financial Services (EFSC) | 0.0 | $145k | 2.5k | 58.95 |
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| Cardinal Health (CAH) | 0.0 | $144k | -41% | 647.00 | 222.50 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $143k | +82% | 613.00 | 233.31 |
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| O'reilly Automotive (ORLY) | 0.0 | $141k | 1.7k | 85.41 |
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| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.0 | $137k | 2.8k | 49.93 |
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| Lam Research (LRCX) | 0.0 | $137k | +56% | 416.00 | 328.51 |
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| SPDR Gold Trust (GLD) | 0.0 | $136k | +54% | 357.00 | 380.84 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $136k | 2.7k | 50.60 |
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| American Centy Etf Tr (AVDS) | 0.0 | $133k | 1.7k | 78.15 |
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| Micron Technology (MU) | 0.0 | $133k | NEW | 125.00 | 1065.11 |
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| American Centy Etf Tr (AVMC) | 0.0 | $133k | 1.7k | 76.25 |
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| Honeywell International (HON) | 0.0 | $133k | 628.00 | 210.94 |
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| iShares Morningstar Large Growth (ILCG) | 0.0 | $132k | 1.1k | 116.95 |
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| Cheniere Energy (LNG) | 0.0 | $127k | 472.00 | 269.03 |
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| Kinder Morgan (KMI) | 0.0 | $127k | 4.2k | 30.15 |
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| First Trust Health Care AlphaDEX (FXH) | 0.0 | $124k | 950.00 | 130.74 |
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| Merck & Co (MRK) | 0.0 | $123k | 849.00 | 145.31 |
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| Williams Companies (WMB) | 0.0 | $121k | 1.8k | 67.97 |
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| Tc Energy Corp (TRP) | 0.0 | $110k | 1.9k | 57.78 |
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| Victory Portfolios Ii etf (USTB) | 0.0 | $109k | NEW | 2.2k | 49.88 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $109k | 322.00 | 338.33 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $106k | 658.00 | 160.29 |
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| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $104k | NEW | 1.9k | 53.75 |
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| Metropcs Communications (TMUS) | 0.0 | $103k | +90% | 630.00 | 163.08 |
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| Quanta Services (PWR) | 0.0 | $102k | -11% | 158.00 | 642.51 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $100k | 1.1k | 89.59 |
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| First Trust DJ Internet Index Fund (FDN) | 0.0 | $100k | 345.00 | 288.45 |
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| Evergy (EVRG) | 0.0 | $99k | 1.3k | 78.44 |
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| Amplify Etf Tr a (DIVO) | 0.0 | $99k | 2.1k | 46.49 |
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| Honeywell Aerospace (HONA) | 0.0 | $97k | 628.00 | 154.97 |
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| Ishares Bitcoin Tr (IBIT) | 0.0 | $96k | 2.0k | 47.34 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $95k | 4.8k | 19.77 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $94k | 2.7k | 34.34 |
|
|
| iShares Russell 2000 Value Index (IWN) | 0.0 | $92k | 439.00 | 209.45 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $91k | +62% | 320.00 | 284.49 |
|
| HEICO Corporation (HEI) | 0.0 | $91k | 300.00 | 303.18 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $90k | 460.00 | 194.93 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $87k | 860.00 | 101.11 |
|
|
| Space X (SPCX) | 0.0 | $86k | +239% | 567.00 | 150.86 |
|
| ConocoPhillips (COP) | 0.0 | $84k | 672.00 | 125.15 |
|
|
| Linde (LIN) | 0.0 | $83k | 175.00 | 474.65 |
|
|
| Target Corporation (TGT) | 0.0 | $82k | 526.00 | 156.71 |
|
|
| Servicenow (NOW) | 0.0 | $80k | 600.00 | 134.01 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $80k | 108.00 | 738.07 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $79k | 916.00 | 86.32 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $79k | 812.00 | 96.88 |
|
|
| S&p Global (SPGI) | 0.0 | $77k | 195.00 | 394.40 |
|
|
| Ishares Tr liquid inc etf (ICSH) | 0.0 | $77k | 1.5k | 50.40 |
|
|
| Energizer Holdings (ENR) | 0.0 | $77k | 3.6k | 21.39 |
|
|
| Texas Capital Bancshares (TCBI) | 0.0 | $74k | 800.00 | 93.02 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $72k | 610.00 | 117.68 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $71k | 1.1k | 64.84 |
|
|
| Kenvue (KVUE) | 0.0 | $70k | 3.9k | 17.66 |
|
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $69k | +158% | 815.00 | 84.96 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $69k | 971.00 | 70.61 |
|
|
| Medtronic (MDT) | 0.0 | $67k | 775.00 | 86.29 |
|
|
| Danaher Corporation (DHR) | 0.0 | $67k | 300.00 | 221.55 |
|
|
| UnitedHealth (UNH) | 0.0 | $66k | 181.00 | 367.08 |
|
|
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $66k | 750.00 | 88.56 |
|
|
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $66k | +10700% | 108.00 | 606.81 |
|
| Tyler Technologies (TYL) | 0.0 | $65k | 204.00 | 318.60 |
|
|
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $64k | 986.00 | 64.59 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $63k | 460.00 | 137.68 |
|
|
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $61k | NEW | 425.00 | 143.52 |
|
| salesforce (CRM) | 0.0 | $61k | 265.00 | 229.89 |
|
|
| Dominion Resources (D) | 0.0 | $61k | 1.0k | 60.52 |
|
|
| Draftkings (DKNG) | 0.0 | $60k | -31% | 3.2k | 19.00 |
|
| Humana (HUM) | 0.0 | $58k | 153.00 | 381.58 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $58k | 255.00 | 228.11 |
|
|
| Plains All American Pipeline (PAA) | 0.0 | $55k | 2.3k | 23.72 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $54k | -5% | 550.00 | 98.83 |
|
| Permian Resources Corp Class A (PR) | 0.0 | $54k | 2.6k | 21.12 |
|
|
| Travelers Companies (TRV) | 0.0 | $54k | 150.00 | 356.51 |
|
|
| Corteva (CTVA) | 0.0 | $53k | 679.00 | 77.65 |
|
|
| Klarna Group (KLAR) | 0.0 | $53k | 4.2k | 12.39 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $52k | 716.00 | 72.85 |
|
|
| Evercore Partners (EVR) | 0.0 | $52k | NEW | 202.00 | 257.50 |
|
| Skyworks Solutions (SWKS) | 0.0 | $51k | +71% | 601.00 | 85.48 |
|
| Janus Short Duration (VNLA) | 0.0 | $51k | 1.1k | 48.56 |
|
|
| Snowflake Inc Cl A (SNOW) | 0.0 | $51k | NEW | 150.00 | 339.56 |
|
| Seagate Technology (STX) | 0.0 | $51k | 55.00 | 922.35 |
|
|
| Asml Holding (ASML) | 0.0 | $51k | 28.00 | 1811.68 |
|
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $49k | NEW | 583.00 | 84.42 |
|
| Emcor (EME) | 0.0 | $48k | +236% | 64.00 | 754.50 |
|
| Starbucks Corporation (SBUX) | 0.0 | $48k | +147% | 512.00 | 93.96 |
|
| Dell Technologies (DELL) | 0.0 | $46k | -10% | 86.00 | 537.95 |
|
| Applied Materials (AMAT) | 0.0 | $46k | 90.00 | 511.39 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $46k | 535.00 | 85.69 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $46k | NEW | 1.0k | 45.42 |
|
| Vanguard Value ETF (VTV) | 0.0 | $45k | 208.00 | 216.08 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.0 | $45k | 197.00 | 228.08 |
|
|
| Verizon Communications (VZ) | 0.0 | $44k | +232% | 953.00 | 45.87 |
|
| Dex (DXCM) | 0.0 | $43k | 500.00 | 86.29 |
|
|
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.0 | $43k | 1.8k | 23.71 |
|
|
| Chubb (CB) | 0.0 | $42k | 130.00 | 325.25 |
|
|
| American Tower Reit (AMT) | 0.0 | $42k | +70% | 255.00 | 163.69 |
|
| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $42k | 800.00 | 51.87 |
|
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $41k | 325.00 | 125.67 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $40k | 365.00 | 109.61 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $40k | 3.6k | 11.01 |
|
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $39k | 1.3k | 29.59 |
|
|
| Digital World Acquisition (DJTWW) | 0.0 | $39k | 7.1k | 5.47 |
|
|
| Galectin Therapeutics (GALT) | 0.0 | $39k | 10k | 3.88 |
|
|
| Vanguard Health Care ETF (VHT) | 0.0 | $38k | 121.00 | 316.08 |
|
|
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $38k | -23% | 115.00 | 329.73 |
|
| Motorola Solutions (MSI) | 0.0 | $38k | 85.00 | 445.98 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $37k | 1.2k | 31.95 |
|
|
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $37k | 617.00 | 59.31 |
|
|
| Masterbrand Inc-w/i (MBC) | 0.0 | $36k | 5.1k | 7.00 |
|
|
| Flowers Foods (FLO) | 0.0 | $35k | 6.4k | 5.55 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $35k | 315.00 | 111.78 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $34k | 200.00 | 169.30 |
|
|
| ESCO Technologies (ESE) | 0.0 | $33k | NEW | 126.00 | 265.11 |
|
| Allstate Corporation (ALL) | 0.0 | $33k | 150.00 | 221.86 |
|
|
| Entergy Corporation (ETR) | 0.0 | $33k | 330.00 | 99.26 |
|
|
| First Tr Exchange Traded Fd nasdaq transn (FTXR) | 0.0 | $33k | -17% | 800.00 | 40.76 |
|
| First Trust Ind/Prod AlphaDEX (FXR) | 0.0 | $33k | -30% | 400.00 | 81.46 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $33k | 410.00 | 79.38 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $33k | 411.00 | 79.15 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $32k | 448.00 | 71.84 |
|
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $32k | 607.00 | 52.86 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $32k | 394.00 | 81.24 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $31k | 112.00 | 280.10 |
|
|
| New York Mortgage Tr (ADAM) | 0.0 | $31k | 4.0k | 7.78 |
|
|
| Simon Property (SPG) | 0.0 | $31k | 155.00 | 200.76 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $31k | 500.00 | 61.87 |
|
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $31k | 901.00 | 34.01 |
|
|
| Dow (DOW) | 0.0 | $30k | 1.1k | 27.54 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $30k | +4% | 575.00 | 52.53 |
|
| Van Eck Merk Gold Tr gold (OUNZ) | 0.0 | $30k | 749.00 | 39.90 |
|
|
| Newmark Group (NMRK) | 0.0 | $30k | 2.4k | 12.26 |
|
|
| Blackrock (BLK) | 0.0 | $30k | 28.00 | 1058.32 |
|
|
| SPDR S&P Dividend (SDY) | 0.0 | $29k | 200.00 | 146.48 |
|
|
| iShares MSCI Canada Index (EWC) | 0.0 | $29k | 500.00 | 58.38 |
|
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $28k | -7% | 768.00 | 35.93 |
|
| Doordash (DASH) | 0.0 | $28k | NEW | 150.00 | 183.55 |
|
| Adams Express Company (ADX) | 0.0 | $27k | 1.1k | 25.67 |
|
|
| Edgewell Pers Care (EPC) | 0.0 | $27k | 1.0k | 26.98 |
|
|
| Ametek (AME) | 0.0 | $26k | 104.00 | 247.73 |
|
|
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $26k | -26% | 400.00 | 64.14 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $26k | 1.4k | 18.22 |
|
|
| Apa Corporation (APA) | 0.0 | $25k | 600.00 | 41.54 |
|
|
| Getty Realty (GTY) | 0.0 | $25k | 879.00 | 28.24 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $25k | 51.00 | 479.82 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $24k | 50.00 | 487.38 |
|
|
| Hca Holdings (HCA) | 0.0 | $24k | 56.00 | 426.75 |
|
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $24k | NEW | 288.00 | 82.97 |
|
| Consolidated Edison (ED) | 0.0 | $24k | 232.00 | 102.21 |
|
|
| Citizens Financial (CFG) | 0.0 | $24k | NEW | 370.00 | 63.76 |
|
| Tapestry (TPR) | 0.0 | $24k | 204.00 | 115.04 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $23k | 183.00 | 128.09 |
|
|
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $23k | 195.00 | 119.53 |
|
|
| H&R Block (HRB) | 0.0 | $23k | 570.00 | 40.85 |
|
|
| HSBC Holdings (HSBC) | 0.0 | $23k | 233.00 | 99.31 |
|
|
| Exelixis (EXEL) | 0.0 | $23k | 395.00 | 58.41 |
|
|
| Fiserv (FISV) | 0.0 | $23k | 500.00 | 45.18 |
|
|
| SPDR S&P International Small Cap (GWX) | 0.0 | $21k | NEW | 461.00 | 45.57 |
|
| Sentinelone (S) | 0.0 | $21k | NEW | 875.00 | 23.76 |
|
| Booking Holdings (BKNG) | 0.0 | $20k | 125.00 | 162.91 |
|
|
| Ubiquiti (UI) | 0.0 | $20k | 36.00 | 565.53 |
|
|
| Fortrea Hldgs (FTRE) | 0.0 | $20k | 1.0k | 19.95 |
|
|
| Columbia India Consumer Etf etp (INCO) | 0.0 | $19k | 330.00 | 58.08 |
|
|
| Euronet Worldwide (EEFT) | 0.0 | $19k | 300.00 | 62.87 |
|
|
| Palomar Hldgs (PLMR) | 0.0 | $19k | 150.00 | 123.29 |
|
|
| Ralph Lauren Corp (RL) | 0.0 | $18k | 51.00 | 355.08 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $18k | +293% | 63.00 | 287.19 |
|
| Shopify Inc cl a (SHOP) | 0.0 | $18k | 122.00 | 148.30 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $18k | 54.00 | 331.83 |
|
|
| Solstice Advanced Matls (SOLS) | 0.0 | $18k | 313.00 | 56.32 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $18k | 165.00 | 106.72 |
|
|
| SPDR FTSE/Macquarie Global Infra (GII) | 0.0 | $18k | NEW | 250.00 | 69.93 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $17k | 100.00 | 169.36 |
|
|
| Cinemark Holdings (CNK) | 0.0 | $17k | 452.00 | 37.30 |
|
|
| Phillips 66 (PSX) | 0.0 | $17k | 65.00 | 255.32 |
|
|
| EOG Resources (EOG) | 0.0 | $17k | 120.00 | 137.77 |
|
|
| Morgan Stanley (MS) | 0.0 | $16k | -33% | 85.00 | 188.08 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $16k | 207.00 | 77.07 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $16k | 110.00 | 144.64 |
|
|
| Acuity Brands (AYI) | 0.0 | $16k | 51.00 | 309.82 |
|
|
| iShares Gold Trust (IAU) | 0.0 | $16k | -6% | 200.00 | 78.10 |
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $16k | 223.00 | 69.83 |
|
|
| Progressive Corporation (PGR) | 0.0 | $16k | 75.00 | 207.32 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $16k | 104.00 | 148.65 |
|
|
| Corning Incorporated (GLW) | 0.0 | $15k | 100.00 | 153.76 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $15k | 400.00 | 37.91 |
|
|
| RPM International (RPM) | 0.0 | $15k | 150.00 | 98.67 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $15k | -2% | 500.00 | 29.50 |
|
| CenterPoint Energy (CNP) | 0.0 | $15k | 400.00 | 36.80 |
|
|
| Anheuser-Busch InBev NV (BUD) | 0.0 | $15k | 200.00 | 73.47 |
|
|
| Nike (NKE) | 0.0 | $15k | 412.00 | 35.43 |
|
|
| Stonex Group (SNEX) | 0.0 | $15k | +50% | 225.00 | 64.64 |
|
| Qnity Electronics (Q) | 0.0 | $14k | 113.00 | 125.74 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $14k | 55.00 | 257.29 |
|
|
| Analog Devices (ADI) | 0.0 | $14k | 35.00 | 396.71 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $14k | 25.00 | 546.20 |
|
|
| Dupont De Nemours (DD) | 0.0 | $13k | 102.00 | 129.89 |
|
|
| First Solar (FSLR) | 0.0 | $13k | 75.00 | 175.16 |
|
|
| Transocean (RIG) | 0.0 | $13k | 2.5k | 5.24 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $13k | 415.00 | 31.29 |
|
|
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $13k | 150.00 | 85.48 |
|
|
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $12k | 107.00 | 116.18 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $12k | 189.00 | 65.37 |
|
|
| Shake Shack Inc cl a (SHAK) | 0.0 | $12k | 200.00 | 58.68 |
|
|
| Banc Of California (BANC) | 0.0 | $11k | 656.00 | 17.23 |
|
|
| Principal Financial (PFG) | 0.0 | $11k | 100.00 | 111.96 |
|
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $11k | 30.00 | 364.70 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $10k | 225.00 | 46.30 |
|
|
| Lineage (LINE) | 0.0 | $10k | 300.00 | 34.12 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $10k | 160.00 | 63.08 |
|
|
| Cme (CME) | 0.0 | $9.2k | 35.00 | 262.00 |
|
|
| Textron (TXT) | 0.0 | $9.1k | 120.00 | 76.20 |
|
|
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $9.1k | 125.00 | 72.64 |
|
|
| Franklin Templeton Etf Tr ftse mexico (FLMX) | 0.0 | $9.0k | 260.00 | 34.60 |
|
|
| STMicroelectronics (STM) | 0.0 | $8.9k | NEW | 166.00 | 53.36 |
|
| Ford Motor Company (F) | 0.0 | $8.6k | 714.00 | 12.06 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $8.4k | 145.00 | 57.82 |
|
|
| Western Digital (WDC) | 0.0 | $8.2k | -47% | 18.00 | 454.50 |
|
| Prudential Financial (PRU) | 0.0 | $8.1k | 71.00 | 113.59 |
|
|
| Fidelity Ethereum Fund Etf (FETH) | 0.0 | $8.0k | 300.00 | 26.57 |
|
|
| First Trust Iv Enhanced Short (FTSM) | 0.0 | $7.9k | 133.00 | 59.66 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $7.5k | 345.00 | 21.76 |
|
|
| W.W. Grainger (GWW) | 0.0 | $7.5k | 6.00 | 1245.83 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $7.4k | 106.00 | 70.00 |
|
|
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $7.3k | 197.00 | 36.95 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $7.2k | 42.00 | 170.74 |
|
|
| Ross Stores (ROST) | 0.0 | $7.0k | 30.00 | 233.40 |
|
|
| American Express Company (AXP) | 0.0 | $7.0k | 23.00 | 304.13 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $6.7k | 21.00 | 318.14 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $6.6k | 17.00 | 387.65 |
|
|
| Innodata Isogen (INOD) | 0.0 | $6.6k | 100.00 | 65.76 |
|
|
| Copart (CPRT) | 0.0 | $6.3k | 231.00 | 27.28 |
|
|
| Msci Emg Ex Ch msci emg ex ch (KEMX) | 0.0 | $6.2k | 121.00 | 51.17 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $6.1k | 10.00 | 611.80 |
|
|
| Intuit (INTU) | 0.0 | $6.1k | 22.00 | 275.73 |
|
|
| Nano Nuclear Energy (NNE) | 0.0 | $5.9k | 375.00 | 15.85 |
|
|
| Embecta Corporation (EMBC) | 0.0 | $5.9k | 1.0k | 5.66 |
|
|
| AutoZone (AZO) | 0.0 | $5.7k | 2.00 | 2830.50 |
|
|
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $5.5k | 28.00 | 198.00 |
|
|
| Te Connectivity (TEL) | 0.0 | $5.5k | 26.00 | 211.12 |
|
|
| Bellring Brands (BRBR) | 0.0 | $5.4k | 699.00 | 7.69 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $5.1k | 19.00 | 265.89 |
|
|
| Republic Services (RSG) | 0.0 | $5.0k | 24.00 | 209.88 |
|
|
| Reddit (RDDT) | 0.0 | $5.0k | 35.00 | 142.46 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $4.8k | 10.00 | 483.50 |
|
|
| EQT Corporation (EQT) | 0.0 | $4.3k | 89.00 | 48.56 |
|
|
| Delta Air Lines (DAL) | 0.0 | $4.2k | 50.00 | 83.46 |
|
|
| Sable Offshore Corp (SOC) | 0.0 | $4.2k | 1.2k | 3.46 |
|
|
| Ishares Tr msci usa small (ESML) | 0.0 | $4.1k | 79.00 | 52.00 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $3.5k | 222.00 | 15.72 |
|
|
| Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $3.4k | 36.00 | 95.00 |
|
|
| Mobility Global (MBGL) | 0.0 | $3.3k | NEW | 195.00 | 17.11 |
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $3.2k | NEW | 25.00 | 128.36 |
|
| Technology SPDR (XLK) | 0.0 | $3.1k | 16.00 | 195.75 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $3.1k | 14.00 | 222.29 |
|
|
| Equinix (EQIX) | 0.0 | $3.0k | 3.00 | 1011.67 |
|
|
| Roblox Corp (RBLX) | 0.0 | $3.0k | 70.00 | 42.37 |
|
|
| Brp Group (BWIN) | 0.0 | $2.9k | -76% | 92.00 | 31.86 |
|
| Penn National Gaming (PENN) | 0.0 | $2.9k | 200.00 | 14.65 |
|
|
| FedEx Corporation (FDX) | 0.0 | $2.9k | 10.00 | 285.10 |
|
|
| Roper Industries (ROP) | 0.0 | $2.8k | 8.00 | 349.50 |
|
|
| Unilever (UL) | 0.0 | $2.2k | 37.00 | 60.76 |
|
|
| American Homes 4 Rent-a reit (AMH) | 0.0 | $2.2k | 73.00 | 30.40 |
|
|
| Autodesk (ADSK) | 0.0 | $1.9k | 9.00 | 209.00 |
|
|
| United Parcel Service (UPS) | 0.0 | $1.9k | 20.00 | 93.45 |
|
|
| Exelon Corporation (EXC) | 0.0 | $1.9k | 46.00 | 40.41 |
|
|
| Casey's General Stores (CASY) | 0.0 | $1.8k | 3.00 | 608.67 |
|
|
| Jp Morgan Exchange Traded Fd fund (JVAL) | 0.0 | $1.7k | 30.00 | 57.93 |
|
|
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $1.7k | NEW | 5.00 | 330.40 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $1.7k | 28.00 | 58.96 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $1.6k | -97% | 4.00 | 406.75 |
|
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $1.6k | 17.00 | 92.18 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.4k | 15.00 | 95.07 |
|
|
| Timken Company (TKR) | 0.0 | $1.4k | 12.00 | 116.75 |
|
|
| Service Corporation International (SCI) | 0.0 | $1.4k | 18.00 | 76.17 |
|
|
| Fervo Energy (FRVO) | 0.0 | $1.4k | 100.00 | 13.59 |
|
|
| Coastal Finl Corp Wa (CCB) | 0.0 | $1.3k | 33.00 | 39.97 |
|
|
| Diamondback Energy (FANG) | 0.0 | $1.3k | 7.00 | 183.86 |
|
|
| Biogen Idec (BIIB) | 0.0 | $1.1k | 5.00 | 226.00 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.1k | 1.00 | 1083.00 |
|
|
| Pjt Partners (PJT) | 0.0 | $999.000100 | 7.00 | 142.71 |
|
|
| Oddity Tech Cl A Ord (ODD) | 0.0 | $933.000000 | 50.00 | 18.66 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $898.999200 | 18.00 | 49.94 |
|
|
| On Hldg (ONON) | 0.0 | $888.999000 | -14% | 30.00 | 29.63 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $829.999800 | 19.00 | 43.68 |
|
|
| Stryker Corporation (SYK) | 0.0 | $827.000100 | 3.00 | 275.67 |
|
|
| Ingersoll Rand (IR) | 0.0 | $752.000000 | 10.00 | 75.20 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $750.000000 | 500.00 | 1.50 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $710.000000 | 5.00 | 142.00 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $607.950000 | 1.5k | 0.41 |
|
|
| Nio Inc spon ads (NIO) | 0.0 | $601.002500 | 175.00 | 3.43 |
|
|
| Constellation Brands (STZ) | 0.0 | $566.000000 | 5.00 | 113.20 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $554.000000 | 10.00 | 55.40 |
|
|
| Fedex Fght Hldg (FDXF) | 0.0 | $547.000000 | 5.00 | 109.40 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $481.000000 | 5.00 | 96.20 |
|
|
| Versant Media Group (VSNT) | 0.0 | $381.000000 | 12.00 | 31.75 |
|
|
| Tor Dom Bk Cad (TD) | 0.0 | $236.000000 | 2.00 | 118.00 |
|
|
| Southwest Airlines (LUV) | 0.0 | $209.000000 | 5.00 | 41.80 |
|
|
| 3D Systems Corporation (DDD) | 0.0 | $180.000000 | 50.00 | 3.60 |
|
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $167.000000 | 1.00 | 167.00 |
|
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $158.000000 | 1.00 | 158.00 |
|
|
| The Magnum Ice Cream C F (MICC) | 0.0 | $143.000000 | 8.00 | 17.88 |
|
|
| Envirotech Vehicles (AZIO) | 0.0 | $81.997500 | 65.00 | 1.26 |
|
|
| Ishares Tr robotics artif (ARTY) | 0.0 | $79.000000 | 1.00 | 79.00 |
|
|
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $34.000000 | 1.00 | 34.00 |
|
|
| Liquidia Technologies (LQDA) | 0.0 | $31.000000 | 1.00 | 31.00 |
|
|
| Inovio Pharmaceuticals (INO) | 0.0 | $21.999600 | 18.00 | 1.22 |
|
|
| Global X Fds nasdaq 100 cover (QYLD) | 0.0 | $17.000000 | NEW | 1.00 | 17.00 |
|
| Pgx etf (PGX) | 0.0 | $11.000000 | -96% | 1.00 | 11.00 |
|
| Workhorse Group (WKHS) | 0.0 | $3.000000 | 1.00 | 3.00 |
|
|
| Canopy Growth CORP (CGC) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $0 | 0 | 0.00 |
|
|
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| PROG Holdings (PRG) | 0.0 | $0 | 0 | 0.00 |
|
|
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Atwood & Palmer
SEC 13F filings are viewable for Atwood & Palmer going back to 2011
- Atwood & Palmer 2026 Q3 filed Oct. 8, 2026
- 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