Atwood & Palmer Inc Top Holdings and 13F Report (2025) About Atwood & Palmer IncInvestment ActivityAtwood & 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 $61,976,946Avantis International Equity ETF $47,093,280Janus Henderson AAA CLO ETF $46,907,164iShares 1-3 Year Treasury Bond ETF $46,405,976AbbVie $40,091,149 Largest New Holdings this Quarter 69702V107 - PALMER SQUARE CAPITAL BDC IN $453,014 Holding90353W103 - Ubiquiti $204,547 Holding217204106 - Copart $102,032 Holding422806109 - HEICO $80,157 Holding40412C101 - 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 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 PortfolioSectorPALANTIR TECHNOLOGIES INC$61,976,946$36,428,222 ▼-37.0%734,3244.3%COMAVDEAvantis International Equity ETF$47,093,280$1,337,727 ▲2.9%710,6273.3%ETFJAAAJanus Henderson AAA CLO ETF$46,907,164$2,053,857 ▲4.6%925,0083.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$46,405,976$1,596,854 ▲3.6%560,9333.2%ManufacturingABBVAbbVie$40,091,149$954,362 ▼-2.3%191,3482.8%MedicalGILDGilead Sciences$38,664,709$469,377 ▼-1.2%345,0672.7%MedicalGOOGAlphabet$38,317,771$134,202 ▼-0.3%245,2652.7%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$37,487,959$1,136,912 ▲3.1%623,0342.6%ETFAMPAmeriprise Financial$37,314,631$1,095,538 ▼-2.9%77,0792.6%FinanceURIUnited Rentals$35,785,924$335,285 ▼-0.9%57,1022.5%ConstructionLDOSLeidos$35,311,970$668,224 ▲1.9%261,6862.4%AerospaceMAMastercard$33,391,054$1,645,463 ▼-4.7%60,9192.3%Business ServicesMELIMercadoLibre$33,180,397$15,033,404 ▲82.8%17,0082.3%Retail/WholesaleFITBFifth Third Bancorp$32,955,517$1,450,086 ▼-4.2%840,7022.3%FinanceCSCOCisco Systems$32,163,643$107,561 ▼-0.3%521,2062.2%Computer and TechnologyLMTLockheed Martin$30,366,006$32,610 ▼-0.1%67,9772.1%AerospaceDHID.R. Horton$29,157,703$261,507 ▼-0.9%229,3532.0%ConstructionAAPLApple$28,333,844$214,134 ▼-0.8%127,5552.0%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$27,519,778$662,429 ▲2.5%525,4871.9%ManufacturingTMOThermo Fisher Scientific$26,764,924$441,869 ▼-1.6%53,7881.9%MedicalVRTXVertex Pharmaceuticals$26,657,343$196,837 ▼-0.7%54,9841.8%MedicalREGNRegeneron Pharmaceuticals$26,620,968$1,083,891 ▼-3.9%41,9741.8%MedicalAVIVAvantis International Large Cap Value ETF$25,857,058$643,148 ▲2.6%456,1941.8%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$25,227,567$1,112,789 ▲4.6%1,133,8231.7%ManufacturingCDWCDW$25,047,318$162,023 ▼-0.6%156,2921.7%Computer and TechnologyIBTJiShares iBonds Dec 2029 Term Treasury ETF$24,784,689$1,065,141 ▲4.5%1,138,4791.7%ManufacturingGBILGoldman Sachs Access Treasury 0-1 Year ETF$24,546,605$1,625,421 ▼-6.2%245,0251.7%ETFTPYPTortoise North American Pipeline Fund$23,894,936$11,493 ▼0.0%656,9961.7%ETFWMTWalmart$23,602,459$921,006 ▼-3.8%268,8511.6%Retail/WholesaleJANUS DETROIT STR TR$23,517,484$4,679,929 ▲24.8%449,2361.6%COMIBTKiShares iBonds Dec 2030 Term Treasury ETF$22,193,989$981,388 ▲4.6%1,128,8911.5%ManufacturingHOLXHologic$21,826,116$271,170 ▼-1.2%353,3451.5%MedicalGRMNGarmin$20,172,621$517,419 ▼-2.5%92,9061.4%Computer and TechnologyUTHRUnited Therapeutics$19,635,566$270,969 ▼-1.4%63,6961.4%MedicalGNRCGenerac$18,740,583$74,217 ▼-0.4%147,9711.3%IndustrialsDKNGDraftKings$17,497,088$86,446 ▲0.5%526,8621.2%Consumer DiscretionaryAVDVAvantis International Small Cap Value ETF$17,020,203$90,592 ▲0.5%244,0521.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$16,919,724$916,176 ▼-5.1%214,3371.2%ETFGHYBGoldman Sachs Access High Yield Corporate Bond ETF$16,799,273$7,350 ▼0.0%377,1491.2%ETFPYPLPayPal$16,418,613$30,537 ▼-0.2%251,6261.1%Computer and TechnologyLOWLowe's Companies$16,246,024$185,883 ▼-1.1%69,6571.1%Retail/WholesaleLMBSFirst Trust Low Duration Opportunities ETF$15,246,719$1,981,098 ▲14.9%310,1451.1%ManufacturingJBBBJanus Henderson B-BBB CLO ETF$14,281,445$622,733 ▼-4.2%293,4341.0%ETFLHXL3Harris Technologies$13,122,061$220,822 ▲1.7%62,6920.9%AerospaceUBERUber Technologies$12,429,188$12,355,818 ▲16,840.4%170,5900.9%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$12,161,698$34,016 ▲0.3%286,0230.8%ETFONOnsemi$11,761,683$282,592 ▲2.5%289,0560.8%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$9,951,402$519,848 ▼-5.0%279,1420.7%ETFIMTMiShares MSCI Intl Momentum Factor ETF$9,742,612$484,752 ▼-4.7%243,9310.7%ETFPALMER SQUARE FUNDS TRUST$8,074,198$4,361,336 ▲117.5%398,1360.6%COMJKHYJack Henry & Associates$7,460,3060.0%40,8560.5%Computer and TechnologyVSLUApplied Finance Valuation Large Cap ETF$7,300,535$827,845 ▲12.8%208,4570.5%ETFRSPInvesco S&P 500 Equal Weight ETF$7,251,523$1,339,750 ▲22.7%41,8610.5%ETFHDHome Depot$6,657,658$15,393 ▲0.2%18,1660.5%Retail/WholesaleKMBKimberly-Clark$6,134,091$213,330 ▼-3.4%43,1310.4%Consumer StaplesBDXBecton, Dickinson and Company$5,736,808$121,173 ▼-2.1%25,0450.4%MedicalFVFirst Trust Dorsey Wright Focus 5 ETF$5,214,389$2,128,239 ▼-29.0%95,0490.4%ManufacturingCBSHCommerce Bancshares$4,434,262$45,428 ▼-1.0%71,2560.3%FinanceJNJJohnson & Johnson$3,998,237$20,564 ▲0.5%24,1090.3%MedicalGOOGLAlphabet$3,868,939$239,692 ▲6.6%25,0190.3%Computer and TechnologyPGProcter & Gamble$3,828,145$34,936 ▲0.9%22,4630.3%Consumer StaplesCLColgate-Palmolive$2,468,9950.0%26,3500.2%Consumer StaplesJPMJPMorgan Chase & Co.$2,195,179$428,782 ▲24.3%8,9490.2%FinancePEPPepsiCo$2,113,105$49,630 ▲2.4%14,0930.1%Consumer StaplesBRK.BBerkshire Hathaway$2,089,312$123,559 ▲6.3%3,9230.1%FinanceGSSTGoldman Sachs Ultra Short Bond ETF$2,041,816$363,888 ▼-15.1%40,4000.1%ETFXOMExxon Mobil$2,007,420$23,786 ▼-1.2%16,8790.1%EnergyIEIiShares 3-7 Year Treasury Bond ETF$1,988,212$183,700 ▲10.2%16,8300.1%ETFPAYXPaychex$1,988,2070.0%12,8870.1%Business ServicesAMGNAmgen$1,930,676$12,462 ▼-0.6%6,1970.1%MedicalMSFTMicrosoft$1,863,436$136,267 ▲7.9%4,9640.1%Computer and TechnologyRTXRTX$1,780,594$4,106 ▼-0.2%13,4430.1%AerospaceAMZNAmazon.com$1,763,711$366,060 ▲26.2%9,2700.1%Retail/WholesaleCOSTCostco Wholesale$1,658,899$167,403 ▲11.2%1,7540.1%Retail/WholesaleGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,594,878$142,443 ▼-8.2%48,0670.1%ETFHIWHighwoods Properties$1,511,8480.0%51,0070.1%FinanceSPYSPDR S&P 500 ETF Trust$1,509,715$253,390 ▲20.2%2,6990.1%FinanceNVDANVIDIA$1,503,345$234,427 ▲18.5%13,8710.1%Computer and TechnologyPHParker-Hannifin$1,367,6630.0%2,2500.1%IndustrialsADPAutomatic Data Processing$1,367,247$4,888 ▼-0.4%4,4750.1%Business ServicesJMBSJanus Henderson Mortgage-Backed Securities ETF$1,086,156$51,528 ▼-4.5%24,0300.1%ETFUMBFUMB Financial$1,084,702$702,746 ▲184.0%10,7290.1%FinanceIBMInternational Business Machines$1,031,691$285,959 ▼-21.7%4,1490.1%Computer and TechnologyHTHHilltop$1,007,8950.0%33,1000.1%FinanceMCDMcDonald's$995,836$8,122 ▼-0.8%3,1880.1%Retail/WholesaleIVViShares Core S&P 500 ETF$989,157$203,452 ▼-17.1%1,7600.1%ETFSHViShares Short Treasury Bond ETF$918,586$55,451 ▼-5.7%8,3160.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$863,9530.0%7,0810.1%ETFCATCaterpillar$845,9370.0%2,5650.1%IndustrialsKOCoca-Cola$839,100$10,743 ▼-1.3%11,7160.1%Consumer StaplesDEDeere & Company$829,8110.0%1,7680.1%IndustrialsCVXChevron$820,223$2,677 ▼-0.3%4,9030.1%EnergyPNCThe PNC Financial Services Group$799,0510.0%4,5460.1%FinanceQCOMQUALCOMM$788,941$48,080 ▲6.5%5,1360.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$785,371$135,409 ▼-14.7%2,1750.1%ETFPMPhilip Morris International$751,746$1,587 ▼-0.2%4,7360.1%Consumer StaplesBMYBristol-Myers Squibb$746,152$30,861 ▲4.3%12,2340.1%MedicalIRMIron Mountain$709,8300.0%8,2500.0%Business ServicesNEENextEra Energy$681,6790.0%9,6160.0%UtilitiesUSBU.S. Bancorp$654,326$48,553 ▼-6.9%15,4980.0%FinanceShowing largest 100 holdings. 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