Atwood & Palmer

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

Tip: Access up to 7 years of quarterly data

Positions held by Atwood & Palmer consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Atwood & Palmer

Companies in the Atwood & Palmer portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Global Tactical etp (FTGC) 4.3 $49M -26% 1.7M 28.43
Goldman Sachs Etf Tr activebeta int (GSIE) 3.4 $39M +3% 1.2M 32.73
United Rentals (URI) 3.3 $38M 107k 355.21
Ishares Tr int dev mom fc (IMTM) 3.2 $38M +3% 1.1M 35.46
Thermo Fisher Scientific (TMO) 3.2 $37M 63k 590.65
Generac Holdings (GNRC) 3.0 $35M 118k 297.26
Alphabet Inc Class C cs (GOOG) 3.0 $34M 12k 2793.04
Lockheed Martin Corporation (LMT) 2.9 $34M 77k 441.40
Ameriprise Financial (AMP) 2.7 $31M 103k 300.36
ON Semiconductor (ON) 2.6 $30M 485k 62.61
Cdw (CDW) 2.5 $30M 165k 178.89
Apple (AAPL) 2.5 $29M 164k 174.61
Regeneron Pharmaceuticals (REGN) 2.5 $29M 41k 698.42
MasterCard Incorporated (MA) 2.4 $28M -2% 79k 357.38

Setup an alert

Atwood & Palmer will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Cisco Systems (CSCO) 2.4 $27M 489k 55.76
Abbvie (ABBV) 2.3 $26M +2% 163k 162.11
Fifth Third Ban (FITB) 2.2 $26M 605k 43.04
Hologic (HOLX) 2.2 $25M 327k 76.82
Sony Corporation (SONY) 2.1 $25M +2% 242k 102.71
PNC Financial Services (PNC) 2.0 $23M 123k 184.45
Janus Detroit Str Tr 1.9 $22M NEW 454k 49.32
Janus Short Duration (VNLA) 1.8 $21M -5% 422k 49.08
Janus Detroit Str Tr (JAAA) 1.8 $21M +3% 409k 50.21
Janus Detroit Str Tr fund (JMBS) 1.7 $20M 393k 49.91
Paypal Holdings (PYPL) 1.7 $19M +122% 168k 115.65
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 1.6 $19M -8% 380k 49.83
Goldman Sachs Etf Tr activebeta eme (GEM) 1.5 $18M 519k 33.88
Invesco Variable Rate Preferred Etf etf (VRP) 1.5 $17M 707k 24.44
Delphi Automotive Inc international (APTV) 1.5 $17M 144k 119.71
Intel Corporation (INTC) 1.5 $17M 340k 49.56
D.R. Horton (DHI) 1.4 $16M +4% 215k 74.51
Leidos Holdings (LDOS) 1.4 $16M +2% 146k 108.02
Amgen (AMGN) 1.4 $16M +3% 65k 241.82
Managed Portfolio Ser tortoise nram pi (TPYP) 1.3 $16M +2% 589k 26.49
iShares MSCI Emerging Markets Indx (EEM) 1.3 $15M 335k 45.15
Gilead Sciences (GILD) 1.2 $14M +2% 233k 59.45
Lowe's Companies (LOW) 1.1 $13M +2% 62k 202.20
Wal-Mart Stores (WMT) 1.1 $12M 82k 148.92
Northrop Grumman Corporation (NOC) 1.0 $12M +2% 26k 447.22
L3harris Technologies (LHX) 1.0 $11M +2% 45k 248.47
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy (BSJN) 0.9 $11M 438k 24.51
iShares S&P US Pref Stock Idx Fnd (PFF) 0.9 $11M -12% 292k 36.42
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.9 $11M +2% 222k 47.65
Inv Bulletshs 2024 Etf etf/closed end- (BSJO) 0.8 $9.0M +7% 377k 23.82
Biogen Idec (BIIB) 0.8 $8.7M 41k 210.60
Jack Henry & Associates (JKHY) 0.7 $8.6M 44k 197.04
Becton, Dickinson and (BDX) 0.7 $7.9M 30k 265.99
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.6 $6.9M +4% 291k 23.77
Kimberly-Clark Corporation (KMB) 0.5 $6.1M -9% 50k 123.17
Home Depot (HD) 0.5 $5.5M 18k 299.32
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy (BSJM) 0.4 $4.4M -57% 191k 22.91
Johnson & Johnson (JNJ) 0.4 $4.4M 25k 177.27
Procter & Gamble Company (PG) 0.3 $4.0M 26k 152.82
Bsco etf (BSCO) 0.3 $3.8M +4% 182k 21.07
Guggenheim Bulletshrs 2023 Corp Bd Etf (BSCN) 0.3 $3.4M -12% 160k 21.10
Alphabet Inc Class A cs (GOOGL) 0.3 $3.1M 1.1k 2780.92
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) 0.3 $3.1M +7% 149k 20.91
First Tr Exchange Traded Fd nasdq oil gas (FTXN) 0.2 $2.4M +9% 92k 26.49
Etf Ser Solutions aam lw dur p (PFLD) 0.2 $2.4M +19% 101k 23.80
Highwoods Properties (HIW) 0.2 $2.4M -4% 53k 45.75
Bscm etf (BSCM) 0.2 $2.2M -56% 105k 21.26
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.2 $2.2M 15k 152.48
First Tr Exchange Traded Fd nasdaq transn (FTXR) 0.2 $2.2M 69k 32.31
First Trust Ind/Prod AlphaDEX (FXR) 0.2 $2.2M 39k 56.51
Pepsi (PEP) 0.2 $2.1M 13k 167.41
First Trust Cnsmer Disry Alpha Fnd (FXD) 0.2 $2.1M 39k 54.48
Colgate-Palmolive Company (CL) 0.2 $2.1M 27k 75.82
Microsoft Corporation (MSFT) 0.2 $2.0M -6% 6.6k 308.26
Spdr S&p 500 Etf (SPY) 0.2 $1.8M -2% 3.9k 451.71
Paychex (PAYX) 0.2 $1.8M 13k 136.49
Berkshire Hathaway (BRK.B) 0.2 $1.7M 4.9k 353.00
Amazon (AMZN) 0.1 $1.5M 459.00 3259.26
Exxon Mobil Corporation (XOM) 0.1 $1.5M -2% 18k 82.60
Raytheon Technologies Corp (RTX) 0.1 $1.3M 13k 99.09
Automatic Data Processing (ADP) 0.1 $1.3M +3% 5.5k 227.64
U.S. Bancorp (USB) 0.1 $1.3M -24% 24k 53.17
Commerce Bancshares (CBSH) 0.1 $1.2M -2% 17k 71.58
Hilltop Holdings (HTH) 0.1 $1.2M 41k 29.41
JPMorgan Chase & Co. (JPM) 0.1 $1.1M -3% 7.8k 136.32
Goldman Sachs Etf Tr access hig yld (GHYB) 0.1 $1.0M +3% 22k 47.28
Nextera Energy (NEE) 0.1 $1.0M 12k 84.73
Pfizer (PFE) 0.1 $999k -17% 19k 51.79
Bristol Myers Squibb (BMY) 0.1 $986k -2% 14k 73.06
Oracle Corporation (ORCL) 0.1 $902k 11k 82.71
Goldman Sachs Etf Tr aces ultra shr (GSST) 0.1 $893k -39% 18k 50.21
Costco Wholesale Corporation (COST) 0.1 $849k 1.5k 575.59
Chevron Corporation (CVX) 0.1 $780k 4.8k 162.74
McDonald's Corporation (MCD) 0.1 $775k -2% 3.1k 247.37
Heartland Financial USA (HTLF) 0.1 $747k 16k 47.86
Qualcomm (QCOM) 0.1 $732k 4.8k 152.85
Caterpillar (CAT) 0.1 $732k 3.3k 222.97
Coca-Cola Company (KO) 0.1 $729k 12k 62.00
First Trust Iv Enhanced Short (FTSM) 0.1 $725k -45% 12k 59.55
Deere & Company (DE) 0.1 $722k 1.7k 415.42
Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) 0.1 $717k +36% 29k 24.45
International Business Machines (IBM) 0.1 $683k -9% 5.3k 130.10
UMB Financial Corporation (UMBF) 0.1 $670k 6.9k 97.19
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.1 $670k -8% 6.7k 100.00
Parker-Hannifin Corporation (PH) 0.1 $638k 2.3k 283.56
Cerner Corporation (CERN) 0.1 $624k -10% 6.7k 93.50
First Trust Tech AlphaDEX Fnd (FXL) 0.1 $616k -23% 5.3k 116.23
Nxp Semiconductors N V (NXPI) 0.1 $587k 3.2k 185.17
Tesla Motors (TSLA) 0.0 $571k -41% 530.00 1077.36
Bank of America Corporation (BAC) 0.0 $553k 13k 41.20
American Electric Power Company (AEP) 0.0 $549k 5.5k 99.82
CVS Caremark Corporation (CVS) 0.0 $536k -4% 5.3k 101.25
Saia (SAIA) 0.0 $500k 2.1k 243.90
Wells Fargo & Company (WFC) 0.0 $486k -6% 10k 48.46
Philip Morris International (PM) 0.0 $476k 5.1k 93.90
Regions Financial Corporation (RF) 0.0 $467k 21k 22.24
NVIDIA Corporation (NVDA) 0.0 $463k 1.7k 273.00
Iron Mountain (IRM) 0.0 $462k 8.3k 55.46
Abbott Laboratories (ABT) 0.0 $435k -8% 3.7k 118.46
Waste Management (WM) 0.0 $430k 2.7k 158.55
Carrier Global Corporation (CARR) 0.0 $414k 9.0k 45.87
Emerson Electric (EMR) 0.0 $407k 4.2k 98.07
Zoetis Inc Cl A (ZTS) 0.0 $405k -24% 2.1k 188.72
Walt Disney Company (DIS) 0.0 $396k -3% 2.9k 137.12
Fortune Brands (FBHS) 0.0 $357k 4.8k 74.38
Moody's Corporation (MCO) 0.0 $337k -33% 1.0k 337.00
iShares S&P 500 Index (IVV) 0.0 $324k 715.00 453.15
Verizon Communications (VZ) 0.0 $322k 6.3k 51.00
Otis Worldwide Corp (OTIS) 0.0 $317k 4.1k 76.85
Vanguard Total Stock Market ETF (VTI) 0.0 $307k -20% 1.4k 227.41
Enterprise Products Partners (EPD) 0.0 $299k 12k 25.78
Linde (LIN) 0.0 $295k 922.00 319.96
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.0 $289k 5.3k 54.53
Honeywell International (HON) 0.0 $278k 1.4k 194.41
Sempra Energy (SRE) 0.0 $277k 1.7k 167.88
Altria (MO) 0.0 $270k -63% 5.2k 52.35
UnitedHealth (UNH) 0.0 $266k -5% 522.00 509.58
Laboratory Corp. of America Holdings (LH) 0.0 $264k 1.0k 264.00
Dex (DXCM) 0.0 $256k 500.00 512.00
Facebook Inc cl a (FB) 0.0 $252k -2% 1.1k 222.03
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $243k 2.4k 102.49
Occidental Petroleum Corporation (OXY) 0.0 $227k 4.0k 56.75
American Tower Reit (AMT) 0.0 $225k +10% 893.00 251.96
Citigroup (C) 0.0 $214k 4.0k 53.50
Comcast Corporation (CMCSA) 0.0 $211k -24% 4.5k 46.76
TJX Companies (TJX) 0.0 $205k 3.4k 60.69
iShares Russell 1000 Growth Index (IWF) 0.0 $199k 717.00 277.55
iShares S&P SmallCap 600 Growth (IJT) 0.0 $195k 1.6k 125.16
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.0 $193k 2.6k 74.40
Garmin (GRMN) 0.0 $193k 1.6k 118.84
Union Pacific Corporation (UNP) 0.0 $193k 707.00 272.98
Broadcom (AVGO) 0.0 $185k -25% 294.00 629.25
Arista Networks (ANET) 0.0 $181k 1.3k 139.23
Flowers Foods (FLO) 0.0 $164k 6.4k 25.78
Sealed Air (SEE) 0.0 $161k -5% 2.4k 67.08
Ecolab (ECL) 0.0 $159k 899.00 176.86
Duke Energy (DUK) 0.0 $158k 1.4k 111.82
Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) 0.0 $149k +42% 7.4k 20.01
Energizer Holdings (ENR) 0.0 $146k 4.7k 30.79
iShares S&P 500 Growth Index (IVW) 0.0 $145k -44% 1.9k 76.32
Consolidated Edison (ED) 0.0 $136k 1.4k 94.97
Cohen & Steers infrastucture Fund (UTF) 0.0 $132k 4.6k 28.99
PacWest Ban (PACW) 0.0 $129k 3.0k 43.00
Starbucks Corporation (SBUX) 0.0 $128k -6% 1.4k 90.72
Blackstone Group Inc Com Cl A (BX) 0.0 $127k 1.0k 127.00
iShares Silver Trust (SLV) 0.0 $126k +22% 5.5k 22.81
First Trust Financials AlphaDEX (FXO) 0.0 $125k 2.7k 45.87
First Trust Health Care AlphaDEX (FXH) 0.0 $125k 1.1k 114.68
Eastman Chemical Company (EMN) 0.0 $123k 1.1k 111.82
Canadian Pacific Railway (CP) 0.0 $119k 1.4k 82.52
Callaway Golf Company (ELY) 0.0 $117k 5.0k 23.40
Enterprise Financial Services (EFSC) 0.0 $116k 2.5k 47.15
BP (BP) 0.0 $116k -5% 4.0k 29.37
First Trust DJ Internet Index Fund (FDN) 0.0 $115k -15% 610.00 188.52
Eli Lilly & Co. (LLY) 0.0 $115k -11% 400.00 287.50
First Tr Exchange Traded Fd dorsey wright (IFV) 0.0 $114k 5.5k 20.80
Ameren Corporation (AEE) 0.0 $113k 1.2k 94.17
General Mills (GIS) 0.0 $113k 1.7k 67.42
Curtiss-Wright (CW) 0.0 $110k 735.00 149.66
Medtronic (MDT) 0.0 $108k +25% 975.00 110.77
Edwards Lifesciences (EW) 0.0 $107k 912.00 117.32
Skyworks Solutions (SWKS) 0.0 $107k 801.00 133.58
Arthur J. Gallagher & Co. (AJG) 0.0 $105k 600.00 175.00
Digital World Acquisition (DWACW) 0.0 $103k 6.1k 16.89
Fiserv (FISV) 0.0 $101k 1.0k 101.00
Vanguard Dividend Appreciation ETF (VIG) 0.0 $99k 613.00 161.50
Veeva Sys Inc cl a (VEEV) 0.0 $98k 460.00 213.04
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $98k 1.4k 69.21
Axon Enterprise (AXON) 0.0 $96k 700.00 137.14
Square Inc cl a (SQ) 0.0 $95k 700.00 135.71
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.0 $91k -36% 1.8k 52.00
Post Holdings Inc Common (POST) 0.0 $88k 1.3k 69.40
Arch Capital Group (ACGL) 0.0 $87k 1.8k 48.33
Dominion Resources (D) 0.0 $85k -3% 1.0k 85.00
Vanguard Mid-Cap ETF (VO) 0.0 $84k 355.00 236.62
Discover Financial Services (DFS) 0.0 $83k -24% 750.00 110.67
Corteva (CTVA) 0.0 $76k +95% 1.3k 57.19
Invesco S&p 500 Equal Weight Etf (RSP) 0.0 $76k -15% 480.00 158.33
Adobe Systems Incorporated (ADBE) 0.0 $75k 165.00 454.55
Nucor Corporation (NUE) 0.0 $74k 500.00 148.00
Edgewell Pers Care (EPC) 0.0 $73k 2.0k 36.50
iShares S&P MidCap 400 Index (IJH) 0.0 $72k 270.00 266.67
Dow (DOW) 0.0 $70k 1.1k 63.64
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.0 $70k 1.1k 66.67
Chubb (CB) 0.0 $70k +34% 330.00 212.12
Merck & Co (MRK) 0.0 $69k +19% 837.00 82.44
Brookfield Infrastructure Part (BIP) 0.0 $69k 1.0k 65.84
Moderna (MRNA) 0.0 $69k -50% 400.00 172.50
O'reilly Automotive (ORLY) 0.0 $68k 100.00 680.00
Walgreen Boots Alliance (WBA) 0.0 $67k 1.5k 44.67
Illinois Tool Works (ITW) 0.0 $66k 317.00 208.20
Eaton Vance Tax-advntg Glbl Di (ETG) 0.0 $66k 3.2k 20.62
Metropcs Communications (TMUS) 0.0 $65k 506.00 128.46
Financial Select Sector SPDR (XLF) 0.0 $63k 1.6k 38.53
Selectquote Ord (SLQT) 0.0 $63k 23k 2.80
ConocoPhillips (COP) 0.0 $60k 599.00 100.17
SPDR Gold Trust (GLD) 0.0 $55k -47% 305.00 180.33
Masimo Corporation (MASI) 0.0 $55k 379.00 145.12
3M Company (MMM) 0.0 $54k -11% 367.00 147.14
Visa (V) 0.0 $53k -59% 239.00 221.76
Bank of New York Mellon Corporation (BK) 0.0 $52k 1.1k 49.29
General Electric (GE) 0.0 $52k -25% 569.00 91.39
Magellan Midstream Partners (MMP) 0.0 $52k 1.1k 49.52
Industrial SPDR (XLI) 0.0 $51k 500.00 102.00
Intuitive Surgical (ISRG) 0.0 $51k 168.00 303.57
Nuveen Multi Asset Income Fu (NMAI) 0.0 $50k 3.1k 16.08
Kontoor Brands (KTB) 0.0 $50k 1.2k 41.63
iShares Barclays TIPS Bond Fund (TIP) 0.0 $50k 400.00 125.00
Calamos Global Dynamic Income Fund (CHW) 0.0 $49k 5.5k 8.91
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $49k 3.5k 14.00
Nike (NKE) 0.0 $49k -20% 362.00 135.36
V.F. Corporation (VFC) 0.0 $48k -8% 846.00 56.74
Newmont Mining Corporation (NEM) 0.0 $48k +1100% 600.00 80.00
Evergy (EVRG) 0.0 $47k 681.00 69.02
Palo Alto Networks (PANW) 0.0 $47k 75.00 626.67
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) 0.0 $47k 3.7k 12.70
Taiwan Semiconductor Mfg (TSM) 0.0 $46k 445.00 103.37
Northern Trust Corporation (NTRS) 0.0 $46k +34% 390.00 117.95
Stryker Corporation (SYK) 0.0 $45k +333% 169.00 266.27
Travelers Companies (TRV) 0.0 $45k 248.00 181.45
InvenTrust Properties Corp (IVT) 0.0 $45k 1.5k 30.49
Elbit Systems (ESLT) 0.0 $44k 200.00 220.00
Tyler Technologies (TYL) 0.0 $44k 100.00 440.00
Allscripts Healthcare Solutions (MDRX) 0.0 $43k 1.9k 22.34
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $43k 393.00 109.41
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $43k -63% 1.4k 30.18
Ford Motor Company (F) 0.0 $42k 2.5k 16.80
United Parcel Service (UPS) 0.0 $42k +6% 198.00 212.12
Evercore Partners (EVR) 0.0 $41k 364.00 112.64
iShares Russell 1000 Value Index (IWD) 0.0 $41k 250.00 164.00
Tractor Supply Company (TSCO) 0.0 $41k 175.00 234.29
Doubleline Total Etf etf (TOTL) 0.0 $41k 922.00 44.47
Cognex Corporation (CGNX) 0.0 $40k 520.00 76.92
Mondelez Int (MDLZ) 0.0 $39k 629.00 62.00
Euronet Worldwide (EEFT) 0.0 $39k 300.00 130.00
Fresenius Medical Care AG & Co. (FMS) 0.0 $39k 1.1k 34.09
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $39k 4.1k 9.63
BlackRock (BLK) 0.0 $38k 50.00 760.00
Wyndham Hotels And Resorts (WH) 0.0 $38k 448.00 84.82
Bellring Brands 0.0 $37k NEW 1.6k 23.02
Intra Cellular Therapies (ITCI) 0.0 $37k 600.00 61.67
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $37k 3.7k 10.00
Spdr Ser Tr 1 3 hgh yield (BIL) 0.0 $37k 400.00 92.50
Archer Daniels Midland Company (ADM) 0.0 $37k 410.00 90.24
Advanced Micro Devices (AMD) 0.0 $37k 340.00 108.82
Gabelli Equity Trust (GAB) 0.0 $37k 5.3k 7.00
Allstate Corporation (ALL) 0.0 $35k 250.00 140.00
FedEx Corporation (FDX) 0.0 $35k 150.00 233.33
Schlumberger (SLB) 0.0 $35k +482% 845.00 41.42
Evolution Petroleum Corporation (EPM) 0.0 $34k 5.0k 6.80
Novartis (NVS) 0.0 $33k +400% 375.00 88.00
American Express Company (AXP) 0.0 $33k NEW 175.00 188.57
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $32k -40% 300.00 106.67
Williams Companies (WMB) 0.0 $32k +306% 951.00 33.65
Vanguard Small-Cap Value ETF (VBR) 0.0 $32k 180.00 177.78
Vanguard Small-Cap ETF (VB) 0.0 $32k 150.00 213.33
F5 Networks (FFIV) 0.0 $31k NEW 150.00 206.67
Trane Technologies (TT) 0.0 $31k 200.00 155.00
Vanguard Health Care ETF (VHT) 0.0 $31k 121.00 256.20
Innovator Etfs Tr s&p 500 buffer (BAPR) 0.0 $31k 927.00 33.44
Vanguard Total Bond Market ETF (BND) 0.0 $30k 373.00 80.43
James Hardie Industries SE (JHX) 0.0 $30k 1.0k 30.00
Vanguard FTSE All-World ex-US ETF (VEU) 0.0 $30k 520.00 57.69
SPDR S&P International Small Cap (GWX) 0.0 $29k 830.00 34.94
Oge Energy Corp (OGE) 0.0 $29k 720.00 40.28
Trimble Navigation (TRMB) 0.0 $29k NEW 400.00 72.50
Travel Leisure Ord (TNL) 0.0 $29k 500.00 58.00
Diageo (DEO) 0.0 $29k 143.00 202.80
Grupo Aeroportuario del Sureste (ASR) 0.0 $29k 130.00 223.08
Vanguard Mid-Cap Value ETF (VOE) 0.0 $29k 194.00 149.48
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $28k 200.00 140.00
Etf Managers Tr purefunds ise cy (HACK) 0.0 $28k 473.00 59.20
At&t (T) 0.0 $28k 1.2k 23.49
Newmark Group (NMRK) 0.0 $27k 1.7k 15.69
BlackRock Enhanced Capital and Income (CII) 0.0 $27k 1.3k 20.77
SPDR FTSE/Macquarie Global Infra (GII) 0.0 $26k 450.00 57.78
Fortinet (FTNT) 0.0 $26k NEW 75.00 346.67
International Flavors & Fragrances (IFF) 0.0 $26k +1718% 200.00 130.00
SPDR S&P Dividend (SDY) 0.0 $26k 200.00 130.00
Apa Corporation (APA) 0.0 $25k 600.00 41.67
Getty Realty (GTY) 0.0 $25k 879.00 28.44
Corenergy Infrastructure Tr (CORR) 0.0 $25k 8.3k 3.01
Southwest Airlines (LUV) 0.0 $24k -49% 519.00 46.24
iShares S&P SmallCap 600 Index (IJR) 0.0 $24k 221.00 108.60
Compass Diversified Holdings (CODI) 0.0 $24k 1.0k 24.00
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $24k 60.00 400.00
Boulder Growth & Income Fund (STEW) 0.0 $23k 1.6k 14.67
Eversource Energy (ES) 0.0 $23k 262.00 87.79
Twitter (TWTR) 0.0 $23k 600.00 38.33
First Trust Energy AlphaDEX (FXN) 0.0 $22k 1.4k 15.71
Principal Financial (PFG) 0.0 $22k 302.00 72.85
Hershey Company (HSY) 0.0 $22k NEW 100.00 220.00
Sanderson Farms (SAFM) 0.0 $22k 119.00 184.87
Palomar Hldgs (PLMR) 0.0 $22k 350.00 62.86
Motorola Solutions (MSI) 0.0 $21k 85.00 247.06
Royce Value Trust (RVT) 0.0 $20k 1.2k 16.67
Simon Property (SPG) 0.0 $20k 155.00 129.03
SYSCO Corporation (SYY) 0.0 $20k NEW 250.00 80.00
Valero Energy Corporation (VLO) 0.0 $20k 200.00 100.00
AutoZone (AZO) 0.0 $20k 10.00 2000.00
iShares MSCI Australia Index Fund (EWA) 0.0 $19k 700.00 27.14
H&R Block (HRB) 0.0 $19k 747.00 25.44
NetApp (NTAP) 0.0 $19k 230.00 82.61
Adams Express Company (ADX) 0.0 $19k 1.1k 17.98
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $18k NEW 324.00 55.56
Southern Copper Corporation (SCCO) 0.0 $18k NEW 242.00 74.38
Dentsply Sirona (XRAY) 0.0 $18k 363.00 49.59
C.H. Robinson Worldwide (CHRW) 0.0 $18k +714% 171.00 105.26
RPM International (RPM) 0.0 $18k 225.00 80.00
Dupont De Nemours (DD) 0.0 $18k NEW 250.00 72.00
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $18k 500.00 36.00
Everest Re Group (RE) 0.0 $18k 59.00 305.08
Ishares Tr genomics immun (IDNA) 0.0 $18k 533.00 33.77
Ishares Inc core msci emkt (IEMG) 0.0 $18k 317.00 56.78
Deciphera Pharmaceuticals (DCPH) 0.0 $17k 1.8k 9.39
Douglas Emmett (DEI) 0.0 $17k 500.00 34.00
Vanguard Information Technology ETF (VGT) 0.0 $17k 40.00 425.00
Airbnb (ABNB) 0.0 $17k 100.00 170.00
Chipotle Mexican Grill (CMG) 0.0 $17k 11.00 1545.45
Air Products & Chemicals (APD) 0.0 $17k 70.00 242.86
Applied Materials (AMAT) 0.0 $17k 130.00 130.77
Spirit AeroSystems Holdings (SPR) 0.0 $17k 350.00 48.57
Capitol Federal Financial (CFFN) 0.0 $16k 1.5k 11.02
Quanta Services (PWR) 0.0 $16k 125.00 128.00
Columbia India Consumer Etf etp (INCO) 0.0 $16k 330.00 48.48
Gartner (IT) 0.0 $15k NEW 50.00 300.00
AFLAC Incorporated (AFL) 0.0 $15k 238.00 63.03
Cardinal Health (CAH) 0.0 $14k 247.00 56.68
Morgan Stanley (MS) 0.0 $14k 155.00 90.32
Servicenow (NOW) 0.0 $14k 25.00 560.00
Pentair cs (PNR) 0.0 $14k 250.00 56.00
Shake Shack Inc cl a (SHAK) 0.0 $14k 200.00 70.00
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $14k 65.00 215.38
Target Corporation (TGT) 0.0 $13k -66% 61.00 213.11
Texas Instruments Incorporated (TXN) 0.0 $13k 71.00 183.10
AstraZeneca (AZN) 0.0 $13k 200.00 65.00
Marsh & McLennan Companies (MMC) 0.0 $13k 75.00 173.33
STMicroelectronics (STM) 0.0 $13k 300.00 43.33
Ares Capital Corporation (ARCC) 0.0 $13k 643.00 20.22
Iveric Bio (ISEE) 0.0 $13k 750.00 17.33
CenterPoint Energy (CNP) 0.0 $12k 400.00 30.00
ICU Medical, Incorporated (ICUI) 0.0 $12k 56.00 214.29
SJW (SJW) 0.0 $11k 154.00 71.43
First Trust Amex Biotech Index Fnd (FBT) 0.0 $11k -51% 75.00 146.67
Autodesk (ADSK) 0.0 $11k NEW 50.00 220.00
Transocean (RIG) 0.0 $11k 2.5k 4.40
J.M. Smucker Company (SJM) 0.0 $11k 80.00 137.50
MetLife (MET) 0.0 $11k 160.00 68.75
Viatris (VTRS) 0.0 $11k -38% 1.0k 10.58
Sturm, Ruger & Company (RGR) 0.0 $10k 150.00 66.67
Vanguard Small-Cap Growth ETF (VBK) 0.0 $10k 39.00 256.41
Exelon Corporation (EXC) 0.0 $10k 200.00 50.00
Intuit (INTU) 0.0 $10k 20.00 500.00
Regional Management (RM) 0.0 $10k 200.00 50.00
Telos Corp Md (TLS) 0.0 $10k 1.0k 10.00
Growgeneration Corp (GRWG) 0.0 $10k 1.1k 9.09
LSB Industries (LXU) 0.0 $9.0k 423.00 21.28
Hp (HPQ) 0.0 $9.0k 236.00 38.14
Textron (TXT) 0.0 $9.0k 120.00 75.00
Vanguard Consumer Discretionary ETF (VCR) 0.0 $9.0k 30.00 300.00
Pennantpark Floating Rate Capi (PFLT) 0.0 $9.0k 640.00 14.06
Brookfield Infrastructure (BIPC) 0.0 $9.0k 116.00 77.59
Accenture (ACN) 0.0 $9.0k 27.00 333.33
Peloton Interactive Inc cl a (PTON) 0.0 $8.0k 300.00 26.67
Brp Group (BRP) 0.0 $8.0k 300.00 26.67
Penn National Gaming (PENN) 0.0 $8.0k 200.00 40.00
Spotify Technology Sa (SPOT) 0.0 $8.0k 50.00 160.00
Draftkings Inc Com Cl A (DKNG) 0.0 $8.0k 400.00 20.00
Cme (CME) 0.0 $8.0k 35.00 228.57
Kyndryl Holdings Ord Wi (KD) 0.0 $8.0k 590.00 13.56
First Business Financial Services (FBIZ) 0.0 $7.0k 200.00 35.00
Vanguard Admiral Fds Inc equity (VOOG) 0.0 $7.0k 25.00 280.00
stock (SPLK) 0.0 $7.0k NEW 50.00 140.00
Mannkind (MNKD) 0.0 $7.0k 2.0k 3.50
Eaton Vance Enhanced Equity Income Fund (EOI) 0.0 $6.0k 350.00 17.14
Goldman Sachs (GS) 0.0 $6.0k 17.00 352.94
Vanguard Growth ETF (VUG) 0.0 $6.0k -85% 20.00 300.00
Snowflake Inc Cl A (SNOW) 0.0 $6.0k 25.00 240.00
Merit Medical Systems (MMSI) 0.0 $6.0k 88.00 68.18
Key (KEY) 0.0 $5.0k 220.00 22.73
Charles Schwab Corporation (SCHW) 0.0 $5.0k 65.00 76.92
Eaton (ETN) 0.0 $5.0k -77% 30.00 166.67
Plug Power (PLUG) 0.0 $4.0k 150.00 26.67
Constellation Energy 0.0 $4.0k NEW 66.00 60.61
Brown-Forman Corporation (BF.B) 0.0 $4.0k 60.00 66.67
Interpublic Group of Companies (IPG) 0.0 $4.0k 122.00 32.79
Health Care SPDR (XLV) 0.0 $4.0k 26.00 153.85
AES Corporation (AES) 0.0 $4.0k 141.00 28.37
Tyson Foods (TSN) 0.0 $4.0k 42.00 95.24
Southern Company (SO) 0.0 $4.0k 50.00 80.00
Gamida Cell (GMDA) 0.0 $4.0k 1.0k 4.00
Dick's Sporting Goods (DKS) 0.0 $4.0k 37.00 108.11
Cummins (CMI) 0.0 $4.0k 18.00 222.22
Mid-America Apartment (MAA) 0.0 $4.0k 18.00 222.22
Valley National Ban (VLY) 0.0 $4.0k 340.00 11.76
First Industrial Realty Trust (FR) 0.0 $4.0k 57.00 70.18
Nio Inc spon ads (NIO) 0.0 $4.0k 175.00 22.86
Hewlett Packard Enterprise (HPE) 0.0 $3.0k 202.00 14.85
Synchrony Financial (SYF) 0.0 $3.0k 73.00 41.10
Phillips 66 (PSX) 0.0 $3.0k -84% 33.00 90.91
Whirlpool Corporation (WHR) 0.0 $3.0k 17.00 176.47
Equity Residential (EQR) 0.0 $3.0k 34.00 88.24
salesforce (CRM) 0.0 $3.0k -68% 15.00 200.00
Rockwell Automation (ROK) 0.0 $3.0k 10.00 300.00
Gopro (GPRO) 0.0 $3.0k 300.00 10.00
Ark Etf Tr fintech innova (ARKF) 0.0 $3.0k 100.00 30.00
Vici Pptys (VICI) 0.0 $3.0k 105.00 28.57
Roblox Corp (RBLX) 0.0 $3.0k 70.00 42.86