Atwood & Palmer as of Dec. 31, 2013
Portfolio Holdings for Atwood & Palmer
Atwood & Palmer holds 109 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Barclays Bk Plc s^p 500 veqtor | 11.2 | $45M | 311k | 146.12 | |
Barclays Bk Plc ipath dynm vix | 5.7 | $23M | 686k | 33.73 | |
4.6 | $19M | 17k | 1120.69 | ||
Cisco Systems (CSCO) | 4.1 | $17M | 737k | 22.43 | |
Thermo Fisher Scientific (TMO) | 3.3 | $14M | 122k | 111.35 | |
Procter & Gamble Company (PG) | 3.3 | $13M | 162k | 81.41 | |
Qualcomm (QCOM) | 3.3 | $13M | 178k | 74.25 | |
National-Oilwell Var | 3.2 | $13M | 165k | 79.53 | |
Lockheed Martin Corporation (LMT) | 3.2 | $13M | 88k | 148.66 | |
Gilead Sciences (GILD) | 3.2 | $13M | 171k | 75.10 | |
Alerian Mlp Etf | 3.0 | $12M | 692k | 17.79 | |
Ameriprise Financial (AMP) | 2.8 | $11M | 98k | 115.04 | |
MasterCard Incorporated (MA) | 2.7 | $11M | 13k | 835.46 | |
Microsoft Corporation (MSFT) | 2.6 | $11M | 282k | 37.41 | |
Intel Corporation (INTC) | 2.6 | $10M | 402k | 25.95 | |
Fifth Third Ban (FITB) | 2.5 | $10M | 491k | 21.03 | |
CVS Caremark Corporation (CVS) | 2.5 | $10M | 140k | 71.57 | |
EMC Corporation | 2.4 | $9.9M | 393k | 25.15 | |
SPDR S&P World ex-US (SPDW) | 2.4 | $9.7M | 330k | 29.34 | |
Trimble Navigation (TRMB) | 2.4 | $9.6M | 276k | 34.70 | |
Spdr Index Shs Fds russ nomura pr | 2.2 | $8.9M | 193k | 46.46 | |
Becton, Dickinson and (BDX) | 2.1 | $8.7M | 79k | 110.49 | |
Johnson & Johnson (JNJ) | 2.1 | $8.5M | 93k | 91.59 | |
Oracle Corporation (ORCL) | 1.8 | $7.4M | 193k | 38.26 | |
Hollyfrontier Corp | 1.6 | $6.4M | 129k | 49.69 | |
Exxon Mobil Corporation (XOM) | 1.2 | $4.8M | 48k | 101.20 | |
Rydex S&P Equal Weight ETF | 1.1 | $4.5M | 64k | 71.24 | |
Highwoods Properties (HIW) | 1.1 | $4.4M | 122k | 36.17 | |
Automatic Data Processing (ADP) | 1.0 | $4.1M | 51k | 80.81 | |
Amgen (AMGN) | 0.9 | $3.9M | 34k | 114.08 | |
Jack Henry & Associates (JKHY) | 0.8 | $3.0M | 52k | 59.20 | |
Colgate-Palmolive Company (CL) | 0.7 | $2.6M | 41k | 65.22 | |
Chevron Corporation (CVX) | 0.6 | $2.4M | 19k | 124.90 | |
U.S. Bancorp (USB) | 0.6 | $2.3M | 58k | 40.40 | |
Philip Morris International (PM) | 0.5 | $1.9M | 22k | 87.14 | |
Allstate Corporation (ALL) | 0.5 | $1.9M | 34k | 54.55 | |
United Technologies Corporation | 0.4 | $1.5M | 14k | 113.81 | |
Home Depot (HD) | 0.3 | $1.4M | 17k | 82.37 | |
Columbia Fds Ser Tr Midcap Ind (NMPAX) | 0.3 | $1.4M | 95k | 15.04 | |
Cerner Corporation | 0.3 | $1.3M | 24k | 55.75 | |
Apple (AAPL) | 0.3 | $1.2M | 2.1k | 560.98 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.3 | $1.2M | 16k | 71.00 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.3 | $1.1M | 35k | 32.05 | |
Pfizer (PFE) | 0.3 | $1.0M | 34k | 30.63 | |
Honeywell International (HON) | 0.3 | $1.1M | 12k | 91.37 | |
International Business Machines (IBM) | 0.3 | $1.1M | 5.6k | 187.53 | |
Pepsi (PEP) | 0.2 | $1.0M | 12k | 82.92 | |
General Electric Company | 0.2 | $889k | 32k | 28.04 | |
Discover Financial Services (DFS) | 0.2 | $869k | 16k | 55.97 | |
Emerson Electric (EMR) | 0.2 | $860k | 12k | 70.18 | |
Opko Health (OPK) | 0.2 | $844k | 100k | 8.44 | |
Altria (MO) | 0.2 | $797k | 21k | 38.40 | |
American Express Company (AXP) | 0.2 | $768k | 8.5k | 90.78 | |
Medtronic | 0.2 | $775k | 14k | 57.41 | |
Bristol Myers Squibb (BMY) | 0.2 | $727k | 14k | 53.18 | |
Laboratory Corp. of America Holdings | 0.2 | $731k | 8.0k | 91.38 | |
Paychex (PAYX) | 0.2 | $691k | 15k | 45.50 | |
Walgreen Company | 0.2 | $694k | 12k | 57.42 | |
Berkshire Hathaway (BRK.B) | 0.2 | $647k | 5.5k | 118.56 | |
McDonald's Corporation (MCD) | 0.1 | $593k | 6.1k | 96.96 | |
At&t (T) | 0.1 | $591k | 17k | 35.18 | |
Praxair | 0.1 | $590k | 4.5k | 130.10 | |
Atwood Oceanics | 0.1 | $589k | 11k | 53.42 | |
First Trust DJ Internet Index Fund (FDN) | 0.1 | $589k | 9.8k | 59.83 | |
Coca-Cola Company (KO) | 0.1 | $553k | 13k | 41.34 | |
Parker-Hannifin Corporation (PH) | 0.1 | $579k | 4.5k | 128.67 | |
Sempra Energy (SRE) | 0.1 | $578k | 6.4k | 89.72 | |
First Trust Health Care AlphaDEX (FXH) | 0.1 | $553k | 12k | 48.05 | |
Crestwood Eqty Ptrns Lp equs | 0.1 | $555k | 40k | 13.84 | |
Vanguard Growth ETF (VUG) | 0.1 | $521k | 5.6k | 93.04 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.1 | $542k | 17k | 32.22 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.1 | $539k | 7.8k | 69.24 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.1 | $527k | 15k | 35.66 | |
Cullen Fd Hgh Divid E M utual fund (CHDVX) | 0.1 | $542k | 32k | 16.73 | |
CIGNA Corporation | 0.1 | $472k | 5.4k | 87.41 | |
Nextera Energy (NEE) | 0.1 | $506k | 5.9k | 85.63 | |
Target Corporation (TGT) | 0.1 | $445k | 7.0k | 63.23 | |
Crestwood Midstream Partners | 0.1 | $431k | 17k | 24.88 | |
Caterpillar (CAT) | 0.1 | $417k | 4.6k | 90.89 | |
Wells Fargo & Company (WFC) | 0.1 | $389k | 8.6k | 45.40 | |
Merck & Co (MRK) | 0.1 | $415k | 8.3k | 50.08 | |
Enterprise Products Partners (EPD) | 0.1 | $411k | 6.2k | 66.29 | |
Commerce Bancshares (CBSH) | 0.1 | $387k | 8.6k | 44.95 | |
Chicago Bridge & Iron Company | 0.1 | $424k | 5.1k | 83.14 | |
Tor Dom Bk Cad (TD) | 0.1 | $413k | 4.4k | 94.29 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $373k | 6.4k | 58.55 | |
Technology SPDR (XLK) | 0.1 | $351k | 9.8k | 35.73 | |
Beam | 0.1 | $373k | 5.5k | 68.14 | |
American Electric Power Company (AEP) | 0.1 | $309k | 6.6k | 46.81 | |
Hilltop Holdings (HTH) | 0.1 | $335k | 15k | 23.10 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $281k | 2.7k | 104.46 | |
Verizon Communications (VZ) | 0.1 | $292k | 5.9k | 49.08 | |
Raytheon Company | 0.1 | $277k | 3.1k | 90.70 | |
Suburban Propane Partners (SPH) | 0.1 | $272k | 5.8k | 46.90 | |
Abb (ABBNY) | 0.1 | $286k | 11k | 26.53 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $273k | 6.6k | 41.12 | |
Columbia Fds Ser Tr Sml Cap In | 0.1 | $288k | 12k | 23.57 | |
Duke Energy (DUK) | 0.1 | $272k | 3.9k | 68.95 | |
Abbvie (ABBV) | 0.1 | $277k | 5.2k | 52.87 | |
Schweitzer-Mauduit International (MATV) | 0.1 | $263k | 5.1k | 51.55 | |
Fortune Brands (FBIN) | 0.1 | $250k | 5.5k | 45.67 | |
Abbott Laboratories (ABT) | 0.1 | $201k | 5.2k | 38.39 | |
3M Company (MMM) | 0.1 | $212k | 1.5k | 140.03 | |
Deere & Company (DE) | 0.1 | $212k | 2.3k | 91.18 | |
Bank of America Corporation (BAC) | 0.0 | $177k | 11k | 15.58 | |
Monmouth R.E. Inv | 0.0 | $119k | 13k | 9.10 | |
Abraxas Petroleum | 0.0 | $52k | 16k | 3.25 | |
Wits Basin Precious Minerals | 0.0 | $1.0k | 25k | 0.04 | |
Silvermet | 0.0 | $4.0k | 80k | 0.05 |