Atwood & Palmer Inc Top Holdings and 13F Report (2025)

About Atwood & Palmer Inc

Investment Activity

Atwood & Palmer Inc has $1.44 billion in total holdings as of March 31, 2025.
Atwood & Palmer Inc owns shares of 441 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 4.08% of the portfolio was purchased this quarter.
About 4.06% of the portfolio was sold this quarter.
This quarter, Atwood & Palmer Inc has purchased 469 new stocks and bought additional shares in 71 stocks.
Atwood & Palmer Inc sold shares of 109 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC: $61,976,946
Avantis International Equity ETF: $47,093,280
Janus Henderson AAA CLO ETF: $46,907,164
iShares 1-3 Year Treasury Bond ETF: $46,405,976
AbbVie: $40,091,149

Largest New Holdings this Quarter

69702V107 - PALMER SQUARE CAPITAL BDC IN: $453,014 Holding
90353W103 - Ubiquiti: $204,547 Holding
217204106 - Copart: $102,032 Holding
422806109 - HEICO: $80,157 Holding
40412C101 - HCA Healthcare: $28,336 Holding

Largest Purchases this Quarter

MercadoLibre: 7,706 shares (about $15.03M)
Uber Technologies: 169,583 shares (about $12.36M)
JANUS DETROIT STR TR: 89,397 shares (about $4.68M)
PALMER SQUARE FUNDS TRUST: 215,056 shares (about $4.36M)
Janus Henderson AAA CLO ETF: 40,502 shares (about $2.05M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 431,614 shares (about $36.43M)
First Trust Dorsey Wright Focus 5 ETF: 38,794 shares (about $2.13M)
Mastercard: 3,002 shares (about $1.65M)
Goldman Sachs Access Treasury 0-1 Year ETF: 16,225 shares (about $1.63M)
Fifth Third Bancorp: 36,992 shares (about $1.45M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PALANTIR TECHNOLOGIES INC	$61,976,946	$36,428,222 ▼	-37.0%	734,324	4.3%	COM
AVDE Avantis International Equity ETF	$47,093,280	$1,337,727 ▲	2.9%	710,627	3.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$46,907,164	$2,053,857 ▲	4.6%	925,008	3.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$46,405,976	$1,596,854 ▲	3.6%	560,933	3.2%	Manufacturing
ABBV AbbVie	$40,091,149	$954,362 ▼	-2.3%	191,348	2.8%	Medical
GILD Gilead Sciences	$38,664,709	$469,377 ▼	-1.2%	345,067	2.7%	Medical
GOOG Alphabet	$38,317,771	$134,202 ▼	-0.3%	245,265	2.7%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$37,487,959	$1,136,912 ▲	3.1%	623,034	2.6%	ETF
AMP Ameriprise Financial	$37,314,631	$1,095,538 ▼	-2.9%	77,079	2.6%	Finance
URI United Rentals	$35,785,924	$335,285 ▼	-0.9%	57,102	2.5%	Construction
LDOS Leidos	$35,311,970	$668,224 ▲	1.9%	261,686	2.4%	Aerospace
MA Mastercard	$33,391,054	$1,645,463 ▼	-4.7%	60,919	2.3%	Business Services
MELI MercadoLibre	$33,180,397	$15,033,404 ▲	82.8%	17,008	2.3%	Retail/Wholesale
FITB Fifth Third Bancorp	$32,955,517	$1,450,086 ▼	-4.2%	840,702	2.3%	Finance
CSCO Cisco Systems	$32,163,643	$107,561 ▼	-0.3%	521,206	2.2%	Computer and Technology
LMT Lockheed Martin	$30,366,006	$32,610 ▼	-0.1%	67,977	2.1%	Aerospace
DHI D.R. Horton	$29,157,703	$261,507 ▼	-0.9%	229,353	2.0%	Construction
AAPL Apple	$28,333,844	$214,134 ▼	-0.8%	127,555	2.0%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$27,519,778	$662,429 ▲	2.5%	525,487	1.9%	Manufacturing
TMO Thermo Fisher Scientific	$26,764,924	$441,869 ▼	-1.6%	53,788	1.9%	Medical
VRTX Vertex Pharmaceuticals	$26,657,343	$196,837 ▼	-0.7%	54,984	1.8%	Medical
REGN Regeneron Pharmaceuticals	$26,620,968	$1,083,891 ▼	-3.9%	41,974	1.8%	Medical
AVIV Avantis International Large Cap Value ETF	$25,857,058	$643,148 ▲	2.6%	456,194	1.8%	ETF
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$25,227,567	$1,112,789 ▲	4.6%	1,133,823	1.7%	Manufacturing
CDW CDW	$25,047,318	$162,023 ▼	-0.6%	156,292	1.7%	Computer and Technology
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$24,784,689	$1,065,141 ▲	4.5%	1,138,479	1.7%	Manufacturing
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$24,546,605	$1,625,421 ▼	-6.2%	245,025	1.7%	ETF
TPYP Tortoise North American Pipeline Fund	$23,894,936	$11,493 ▼	0.0%	656,996	1.7%	ETF
WMT Walmart	$23,602,459	$921,006 ▼	-3.8%	268,851	1.6%	Retail/Wholesale
JANUS DETROIT STR TR	$23,517,484	$4,679,929 ▲	24.8%	449,236	1.6%	COM
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$22,193,989	$981,388 ▲	4.6%	1,128,891	1.5%	Manufacturing
HOLX Hologic	$21,826,116	$271,170 ▼	-1.2%	353,345	1.5%	Medical
GRMN Garmin	$20,172,621	$517,419 ▼	-2.5%	92,906	1.4%	Computer and Technology
UTHR United Therapeutics	$19,635,566	$270,969 ▼	-1.4%	63,696	1.4%	Medical
GNRC Generac	$18,740,583	$74,217 ▼	-0.4%	147,971	1.3%	Industrials
DKNG DraftKings	$17,497,088	$86,446 ▲	0.5%	526,862	1.2%	Consumer Discretionary
AVDV Avantis International Small Cap Value ETF	$17,020,203	$90,592 ▲	0.5%	244,052	1.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$16,919,724	$916,176 ▼	-5.1%	214,337	1.2%	ETF
GHYB Goldman Sachs Access High Yield Corporate Bond ETF	$16,799,273	$7,350 ▼	0.0%	377,149	1.2%	ETF
PYPL PayPal	$16,418,613	$30,537 ▼	-0.2%	251,626	1.1%	Computer and Technology
LOW Lowe's Companies	$16,246,024	$185,883 ▼	-1.1%	69,657	1.1%	Retail/Wholesale
LMBS First Trust Low Duration Opportunities ETF	$15,246,719	$1,981,098 ▲	14.9%	310,145	1.1%	Manufacturing
JBBB Janus Henderson B-BBB CLO ETF	$14,281,445	$622,733 ▼	-4.2%	293,434	1.0%	ETF
LHX L3Harris Technologies	$13,122,061	$220,822 ▲	1.7%	62,692	0.9%	Aerospace
UBER Uber Technologies	$12,429,188	$12,355,818 ▲	16,840.4%	170,590	0.9%	Computer and Technology
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$12,161,698	$34,016 ▲	0.3%	286,023	0.8%	ETF
ON Onsemi	$11,761,683	$282,592 ▲	2.5%	289,056	0.8%	Computer and Technology
GSIE Goldman Sachs ActiveBeta International Equity ETF	$9,951,402	$519,848 ▼	-5.0%	279,142	0.7%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$9,742,612	$484,752 ▼	-4.7%	243,931	0.7%	ETF
PALMER SQUARE FUNDS TRUST	$8,074,198	$4,361,336 ▲	117.5%	398,136	0.6%	COM
JKHY Jack Henry & Associates	$7,460,306		0.0%	40,856	0.5%	Computer and Technology
VSLU Applied Finance Valuation Large Cap ETF	$7,300,535	$827,845 ▲	12.8%	208,457	0.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$7,251,523	$1,339,750 ▲	22.7%	41,861	0.5%	ETF
HD Home Depot	$6,657,658	$15,393 ▲	0.2%	18,166	0.5%	Retail/Wholesale
KMB Kimberly-Clark	$6,134,091	$213,330 ▼	-3.4%	43,131	0.4%	Consumer Staples
BDX Becton, Dickinson and Company	$5,736,808	$121,173 ▼	-2.1%	25,045	0.4%	Medical
FV First Trust Dorsey Wright Focus 5 ETF	$5,214,389	$2,128,239 ▼	-29.0%	95,049	0.4%	Manufacturing
CBSH Commerce Bancshares	$4,434,262	$45,428 ▼	-1.0%	71,256	0.3%	Finance
JNJ Johnson & Johnson	$3,998,237	$20,564 ▲	0.5%	24,109	0.3%	Medical
GOOGL Alphabet	$3,868,939	$239,692 ▲	6.6%	25,019	0.3%	Computer and Technology
PG Procter & Gamble	$3,828,145	$34,936 ▲	0.9%	22,463	0.3%	Consumer Staples
CL Colgate-Palmolive	$2,468,995		0.0%	26,350	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$2,195,179	$428,782 ▲	24.3%	8,949	0.2%	Finance
PEP PepsiCo	$2,113,105	$49,630 ▲	2.4%	14,093	0.1%	Consumer Staples
BRK.B Berkshire Hathaway	$2,089,312	$123,559 ▲	6.3%	3,923	0.1%	Finance
GSST Goldman Sachs Ultra Short Bond ETF	$2,041,816	$363,888 ▼	-15.1%	40,400	0.1%	ETF
XOM Exxon Mobil	$2,007,420	$23,786 ▼	-1.2%	16,879	0.1%	Energy
IEI iShares 3-7 Year Treasury Bond ETF	$1,988,212	$183,700 ▲	10.2%	16,830	0.1%	ETF
PAYX Paychex	$1,988,207		0.0%	12,887	0.1%	Business Services
AMGN Amgen	$1,930,676	$12,462 ▼	-0.6%	6,197	0.1%	Medical
MSFT Microsoft	$1,863,436	$136,267 ▲	7.9%	4,964	0.1%	Computer and Technology
RTX RTX	$1,780,594	$4,106 ▼	-0.2%	13,443	0.1%	Aerospace
AMZN Amazon.com	$1,763,711	$366,060 ▲	26.2%	9,270	0.1%	Retail/Wholesale
COST Costco Wholesale	$1,658,899	$167,403 ▲	11.2%	1,754	0.1%	Retail/Wholesale
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$1,594,878	$142,443 ▼	-8.2%	48,067	0.1%	ETF
HIW Highwoods Properties	$1,511,848		0.0%	51,007	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$1,509,715	$253,390 ▲	20.2%	2,699	0.1%	Finance
NVDA NVIDIA	$1,503,345	$234,427 ▲	18.5%	13,871	0.1%	Computer and Technology
PH Parker-Hannifin	$1,367,663		0.0%	2,250	0.1%	Industrials
ADP Automatic Data Processing	$1,367,247	$4,888 ▼	-0.4%	4,475	0.1%	Business Services
JMBS Janus Henderson Mortgage-Backed Securities ETF	$1,086,156	$51,528 ▼	-4.5%	24,030	0.1%	ETF
UMBF UMB Financial	$1,084,702	$702,746 ▲	184.0%	10,729	0.1%	Finance
IBM International Business Machines	$1,031,691	$285,959 ▼	-21.7%	4,149	0.1%	Computer and Technology
HTH Hilltop	$1,007,895		0.0%	33,100	0.1%	Finance
MCD McDonald's	$995,836	$8,122 ▼	-0.8%	3,188	0.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$989,157	$203,452 ▼	-17.1%	1,760	0.1%	ETF
SHV iShares Short Treasury Bond ETF	$918,586	$55,451 ▼	-5.7%	8,316	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$863,953		0.0%	7,081	0.1%	ETF
CAT Caterpillar	$845,937		0.0%	2,565	0.1%	Industrials
KO Coca-Cola	$839,100	$10,743 ▼	-1.3%	11,716	0.1%	Consumer Staples
DE Deere & Company	$829,811		0.0%	1,768	0.1%	Industrials
CVX Chevron	$820,223	$2,677 ▼	-0.3%	4,903	0.1%	Energy
PNC The PNC Financial Services Group	$799,051		0.0%	4,546	0.1%	Finance
QCOM QUALCOMM	$788,941	$48,080 ▲	6.5%	5,136	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$785,371	$135,409 ▼	-14.7%	2,175	0.1%	ETF
PM Philip Morris International	$751,746	$1,587 ▼	-0.2%	4,736	0.1%	Consumer Staples
BMY Bristol-Myers Squibb	$746,152	$30,861 ▲	4.3%	12,234	0.1%	Medical
IRM Iron Mountain	$709,830		0.0%	8,250	0.0%	Business Services
NEE NextEra Energy	$681,679		0.0%	9,616	0.0%	Utilities
USB U.S. Bancorp	$654,326	$48,553 ▼	-6.9%	15,498	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Atwood & Palmer Inc Top Holdings and 13F Report (2025)

About Atwood & Palmer Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Atwood & Palmer Inc Top Holdings and 13F Report (2025)

About Atwood & Palmer Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtwood & Palmer Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools