Atwood & Palmer Inc Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.32 billion in total holdings as of March 31, 2024.Atwood & Palmer Inc owns shares of 415 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 4.80% of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 402 new stocks and bought additional shares in 95 stocks.Atwood & Palmer Inc sold shares of 69 stocks and completely divested from 22 stocks this quarter.Largest Holdings Regeneron Pharmaceuticals $42,290,031United Rentals $41,038,072Janus Henderson AAA CLO ETF $40,166,988CDW $39,818,572iShares 1-3 Year Treasury Bond ETF $39,432,190 Largest New Holdings this Quarter VanEck Gold Miners ETF $26,561 HoldingApplied Materials $15,468 HoldingJohn Hancock Multifactor Mid Cap ETF $12,395 HoldingTaiwan Semiconductor Manufacturing $11,157 HoldingRepublic Services $9,190 Holding Largest Purchases this Quarter Leidos 90,325 shares (about $11.84M)JANUS DETROIT STR TR 225,710 shares (about $11.65M)Walmart 190,500 shares (about $11.46M)First Trust Low Duration Opportunities ETF 167,470 shares (about $8.08M)iShares 1-3 Year Treasury Bond ETF 50,398 shares (about $4.12M) Largest Sales this Quarter United Rentals 21,580 shares (about $15.56M)Aptiv 164,756 shares (about $13.11M)Biogen 41,588 shares (about $8.41M)D.R. Horton 39,036 shares (about $6.42M)Ameriprise Financial 12,809 shares (about $5.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtwood & Palmer Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorREGNRegeneron Pharmaceuticals$42,290,031$515,896 ▼-1.2%43,9383.2%MedicalURIUnited Rentals$41,038,072$15,561,441 ▼-27.5%56,9103.1%ConstructionJAAAJanus Henderson AAA CLO ETF$40,166,988$3,854,412 ▲10.6%791,6243.0%ETFCDWCDW$39,818,572$168,048 ▼-0.4%155,6753.0%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$39,432,190$4,121,548 ▲11.7%482,1743.0%ManufacturingAVDEAvantis International Equity ETF$37,855,314$3,563,958 ▲10.4%593,9022.9%ETFDHID.R. Horton$37,164,063$6,423,365 ▼-14.7%225,8532.8%ConstructionGOOGAlphabet$37,013,191$104,907 ▲0.3%243,0922.8%Computer and TechnologyAMPAmeriprise Financial$35,517,487$5,615,962 ▼-13.7%81,0092.7%FinanceABBVAbbVie$34,677,419$204,680 ▲0.6%190,4312.6%MedicalLDOSLeidos$33,540,054$11,840,712 ▲54.6%255,8552.5%AerospaceFITBFifth Third Bancorp$32,770,627$315,429 ▼-1.0%880,6942.5%FinanceAVEMAvantis Emerging Markets Equity ETF$31,544,586$3,114,478 ▲11.0%544,2482.4%ETFTMOThermo Fisher Scientific$31,421,099$152,857 ▲0.5%54,0622.4%MedicalLMTLockheed Martin$30,943,4420.0%68,0272.3%AerospaceMAMastercard$30,718,255$135,802 ▼-0.4%63,7882.3%Business ServicesPLTRPalantir Technologies$27,922,497$36,701 ▲0.1%1,213,4942.1%Business ServicesHOLXHologic$27,233,527$624,226 ▲2.3%349,3272.1%MedicalGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$26,505,317$330,919 ▲1.3%262,7152.0%ETFCSCOCisco Systems$25,888,508$463,215 ▲1.8%518,7042.0%Computer and TechnologyGILDGilead Sciences$25,402,677$613,469 ▲2.5%346,7941.9%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$24,593,376$1,513,016 ▲6.6%479,5901.9%ManufacturingPYPLPayPal$23,777,883$128,554 ▲0.5%354,9471.8%Computer and TechnologyVRTXVertex Pharmaceuticals$22,628,136$682,610 ▲3.1%54,1331.7%MedicalDKNGDraftKings$22,227,514$564,219 ▲2.6%489,4851.7%Consumer DiscretionarySONYSony Group$22,173,938$192,315 ▲0.9%258,6181.7%Consumer DiscretionaryAAPLApple$22,106,552$159,305 ▲0.7%128,9161.7%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$21,462,865$1,931,735 ▲9.9%396,8731.6%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$20,331,662$2,305,259 ▲12.8%926,9051.5%ManufacturingONOnsemi$20,101,829$5,241,033 ▼-20.7%273,3081.5%Computer and TechnologyIBTJiShares iBonds Dec 2029 Term Treasury ETF$19,923,835$2,252,555 ▲12.7%926,6901.5%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$18,696,651$221,880 ▼-1.2%241,8401.4%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$18,500,949$2,220,677 ▲13.6%952,6751.4%ManufacturingGNRCGenerac$18,473,700$427,236 ▲2.4%146,4541.4%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$17,690,386$421,671 ▼-2.3%309,1101.3%ManufacturingTPYPTortoise North American Pipeline Fund$17,582,817$600,665 ▲3.5%628,8561.3%ETFLOWLowe's Companies$17,038,887$250,400 ▲1.5%66,8901.3%Retail/WholesaleWMTWalmart$16,990,127$11,462,374 ▲207.4%282,3691.3%Retail/WholesaleGHYBGoldman Sachs Access High Yield Corporate Bond ETF$16,766,532$426,864 ▲2.6%379,0761.3%ETFJBBBJanus Henderson B-BBB CLO ETF$15,695,023$852,887 ▲5.7%321,0271.2%ETFUTHRUnited Therapeutics$14,609,503$855,707 ▲6.2%63,5971.1%MedicalGRMNGarmin$14,206,888$516,130 ▲3.8%95,4321.1%Computer and TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$13,332,166$237,302 ▼-1.7%339,8461.0%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$13,242,662$240,064 ▼-1.8%386,1961.0%ETFAVDVAvantis International Small Cap Value ETF$13,105,482$1,665,599 ▲14.6%198,9901.0%ETFJANUS DETROIT STR TR$12,343,089$11,653,318 ▲1,689.4%239,0700.9%COMLHXL3Harris Technologies$12,090,416$573,877 ▲5.0%56,7360.9%AerospaceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$11,839,538$145,521 ▲1.2%278,2500.9%ETFLMBSFirst Trust Low Duration Opportunities ETF$8,479,455$8,080,428 ▲2,025.0%175,7400.6%ManufacturingJKHYJack Henry & Associates$7,097,9130.0%40,8560.5%Computer and TechnologyHDHome Depot$6,974,999$105,490 ▼-1.5%18,1830.5%Retail/WholesaleBDXBecton, Dickinson and Company$6,583,408$87,845 ▼-1.3%26,6050.5%MedicalKMBKimberly-Clark$5,911,813$2,975 ▼-0.1%45,7040.4%Consumer StaplesJNJJohnson & Johnson$3,919,316$5,062 ▼-0.1%24,7760.3%MedicalCBSHCommerce Bancshares$3,732,817$131,669 ▼-3.4%70,1660.3%FinancePGProcter & Gamble$3,623,854$159,005 ▼-4.2%22,3350.3%Consumer StaplesGOOGLAlphabet$3,568,288$57,202 ▲1.6%23,6420.3%Computer and TechnologyGSSTGoldman Sachs Access Ultra Short Bond ETF$2,437,183$125,888 ▼-4.9%48,4000.2%ETFPEPPepsiCo$2,378,911$11,551 ▲0.5%13,5930.2%Consumer StaplesCLColgate-Palmolive$2,372,818$63,035 ▼-2.6%26,3500.2%Consumer StaplesGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$2,372,452$106,337 ▼-4.3%75,7000.2%ETFMSFTMicrosoft$2,114,539$58,059 ▲2.8%5,0260.2%Computer and TechnologyXOMExxon Mobil$1,971,082$110,196 ▼-5.3%16,9570.1%Oils/EnergyVSLUApplied Finance Valuation Large Cap ETF$1,936,270$388,734 ▲25.1%59,4130.1%ETFAMGNAmgen$1,752,2650.0%6,1630.1%MedicalPAYXPaychex$1,582,5240.0%12,8870.1%Business ServicesBRK.BBerkshire Hathaway$1,559,709$13,877 ▼-0.9%3,7090.1%FinanceJPMJPMorgan Chase & Co.$1,476,612$25,438 ▲1.8%7,3720.1%FinanceAMZNAmazon.com$1,361,869$25,434 ▲1.9%7,5500.1%Retail/WholesaleHIWHighwoods Properties$1,335,3640.0%51,0070.1%FinanceRTXRTX$1,321,288$6,144 ▲0.5%13,5480.1%AerospaceSPYSPDR S&P 500 ETF Trust$1,298,260$547,654 ▼-29.7%2,4820.1%FinancePHParker-Hannifin$1,251,640$1,112 ▲0.1%2,2520.1%Industrial ProductsCOSTCostco Wholesale$1,248,4020.0%1,7040.1%Retail/WholesaleCATCaterpillar$1,230,4720.0%3,3580.1%Industrial ProductsADPAutomatic Data Processing$1,130,074$24,974 ▼-2.2%4,5250.1%Business ServicesIVViShares Core S&P 500 ETF$1,115,600$205,561 ▼-15.6%2,1220.1%ETFHTHHilltop$1,036,6920.0%33,1000.1%FinanceIBMInternational Business Machines$1,011,898$31,317 ▲3.2%5,2990.1%Computer and TechnologyNVDANVIDIA$998,168$90,332 ▼-8.3%1,1050.1%Computer and TechnologySHViShares Short Treasury Bond ETF$919,2510.0%8,3160.1%ETFMCDMcDonald's$903,086$17,763 ▲2.0%3,2030.1%Retail/WholesaleSAIASaia$877,5000.0%1,5000.1%TransportationIWFiShares Russell 1000 Growth ETF$837,233$136,168 ▼-14.0%2,4840.1%ETFQCOMQUALCOMM$816,534$8,296 ▲1.0%4,8230.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$816,440$341,404 ▼-29.5%7,0810.1%ETFUSBU.S. Bancorp$793,969$626 ▲0.1%17,7620.1%FinanceCVXChevron$789,174$25,554 ▼-3.1%5,0030.1%Oils/EnergyVNLAJanus Henderson Short Duration Income ETF$780,123$257,535 ▼-24.8%16,0850.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$773,570$339,834 ▼-30.5%12,9750.1%ManufacturingNXPINXP Semiconductors$745,2930.0%3,0080.1%Computer and TechnologyICSHBlackRock Ultra Short-Term Bond ETF$743,334$36,656 ▼-4.7%14,7020.1%ETFPNCThe PNC Financial Services Group$737,3000.0%4,5630.1%FinanceKOCoca-Cola$736,1180.0%12,0320.1%Consumer StaplesDEDeere & Company$726,189$12,322 ▲1.7%1,7680.1%Industrial ProductsBMYBristol-Myers Squibb$722,778$6,833 ▲1.0%13,3280.1%MedicalIRMIron Mountain$661,7330.0%8,2500.1%FinanceNEENextEra Energy$626,510$40,902 ▼-6.1%9,8030.0%UtilitiesWMWaste Management$576,9980.0%2,7070.0%Business ServicesJMBSJanus Henderson Mortgage-Backed Securities ETF$560,030$51,187 ▼-8.4%12,4180.0%ETFShowing largest 100 holdings. 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