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AMD   183.59 (+3.99%)
BABA   74.71 (+0.16%)
T   17.08 (+0.71%)
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MU   89.17 (-0.60%)
CGC   3.37 (+0.30%)
GE   156.08 (+0.30%)
DIS   111.87 (+0.97%)
AMC   4.44 (-11.02%)
PFE   26.94 (-0.37%)
PYPL   61.75 (+2.49%)
XOM   104.92 (+0.58%)
S&P 500   5,081.11 (+0.22%)
DOW   38,881.44 (-0.17%)
QQQ   438.27 (+0.69%)
AAPL   181.61 (+0.10%)
MSFT   409.68 (+0.48%)
META   489.87 (+1.21%)
GOOGL   138.47 (+1.53%)
AMZN   175.13 (+1.14%)
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NVDA   795.74 (+2.46%)
NIO   5.73 (+5.52%)
AMD   183.59 (+3.99%)
BABA   74.71 (+0.16%)
T   17.08 (+0.71%)
F   12.39 (+0.73%)
MU   89.17 (-0.60%)
CGC   3.37 (+0.30%)
GE   156.08 (+0.30%)
DIS   111.87 (+0.97%)
AMC   4.44 (-11.02%)
PFE   26.94 (-0.37%)
PYPL   61.75 (+2.49%)
XOM   104.92 (+0.58%)
S&P 500   5,081.11 (+0.22%)
DOW   38,881.44 (-0.17%)
QQQ   438.27 (+0.69%)
AAPL   181.61 (+0.10%)
MSFT   409.68 (+0.48%)
META   489.87 (+1.21%)
GOOGL   138.47 (+1.53%)
AMZN   175.13 (+1.14%)
TSLA   202.24 (+0.10%)
NVDA   795.74 (+2.46%)
NIO   5.73 (+5.52%)
AMD   183.59 (+3.99%)
BABA   74.71 (+0.16%)
T   17.08 (+0.71%)
F   12.39 (+0.73%)
MU   89.17 (-0.60%)
CGC   3.37 (+0.30%)
GE   156.08 (+0.30%)
DIS   111.87 (+0.97%)
AMC   4.44 (-11.02%)
PFE   26.94 (-0.37%)
PYPL   61.75 (+2.49%)
XOM   104.92 (+0.58%)
S&P 500   5,081.11 (+0.22%)
DOW   38,881.44 (-0.17%)
QQQ   438.27 (+0.69%)
AAPL   181.61 (+0.10%)
MSFT   409.68 (+0.48%)
META   489.87 (+1.21%)
GOOGL   138.47 (+1.53%)
AMZN   175.13 (+1.14%)
TSLA   202.24 (+0.10%)
NVDA   795.74 (+2.46%)
NIO   5.73 (+5.52%)
AMD   183.59 (+3.99%)
BABA   74.71 (+0.16%)
T   17.08 (+0.71%)
F   12.39 (+0.73%)
MU   89.17 (-0.60%)
CGC   3.37 (+0.30%)
GE   156.08 (+0.30%)
DIS   111.87 (+0.97%)
AMC   4.44 (-11.02%)
PFE   26.94 (-0.37%)
PYPL   61.75 (+2.49%)
XOM   104.92 (+0.58%)

Atwood & Palmer Inc Top Holdings and 13F Report (2024)

About Atwood & Palmer Inc

Investment Activity

  • Atwood & Palmer Inc has $1.24 billion in total holdings as of December 31, 2023.
  • Atwood & Palmer Inc owns shares of 402 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 2.24% of the portfolio was purchased this quarter.
  • About 2.21% of the portfolio was sold this quarter.
  • This quarter, Atwood & Palmer Inc has purchased 425 new stocks and bought additional shares in 60 stocks.
  • Atwood & Palmer Inc sold shares of 85 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

United Rentals
$45,007,499
D.R. Horton
$40,257,862

Largest New Holdings this Quarter

JANUS DETROIT STR TR
$686,233 Holding
Vanguard Value ETF
$325,910 Holding

Largest Purchases this Quarter

DraftKings
476,660 shares (about $16.80M)
iShares iBonds Dec 2030 Term Treasury ETF
41,200 shares (about $812.46K)
Avantis International Equity ETF
12,460 shares (about $752.96K)
iShares iBonds Dec 2028 Term Treasury ETF
31,905 shares (about $708.77K)
Janus Henderson AAA CLO ETF
13,979 shares (about $703.14K)

Largest Sales this Quarter

The PNC Financial Services Group
120,304 shares (about $18.63M)
Regeneron Pharmaceuticals
851 shares (about $747.43K)
Fifth Third Bancorp
20,092 shares (about $692.97K)
United Rentals
1,170 shares (about $670.90K)
D.R. Horton
3,908 shares (about $593.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtwood & Palmer Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
United Rentals, Inc. stock logo
URI
United Rentals
$45,007,499$670,898 -1.5%78,4903.6%Construction
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$40,257,862$593,938 -1.5%264,8893.3%Construction
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$39,061,202$747,427 -1.9%44,4743.2%Medical
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$35,997,706$703,144 2.0%715,6602.9%ETF
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$35,634,995$547,716 -1.5%93,8182.9%Finance
CDW Co. stock logo
CDW
CDW
$35,537,409$178,901 -0.5%156,3322.9%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$35,422,904$695,207 2.0%431,7762.9%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$34,161,858$150,513 0.4%242,4032.8%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$32,510,615$752,958 2.4%537,9882.6%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$30,832,558$453,240 -1.4%68,0272.5%Aerospace
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$30,667,511$692,973 -2.2%889,1712.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$29,336,850$69,581 -0.2%189,3072.4%Medical
Onsemi stock logo
ON
Onsemi
$28,781,627$93,804 -0.3%344,5662.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$28,555,719$19,108 0.1%53,7992.3%Medical
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$27,660,000$394,448 1.4%490,5132.2%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$27,415,342$38,480 0.1%338,4192.2%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$27,326,379$248,654 -0.9%64,0702.2%Business Services
Goldman Sachs TreasuryAccess 0-1 Year ETF stock logo
GBIL
Goldman Sachs TreasuryAccess 0-1 Year ETF
$25,876,047$228,405 -0.9%259,4352.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$25,736,041$24,603 -0.1%509,4232.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$24,641,378$164,613 0.7%127,9872.0%Computer and Technology
Hologic, Inc. stock logo
HOLX
Hologic
$24,387,309$152,546 -0.6%341,3202.0%Medical
Sony Group Co. stock logo
SONY
Sony Group
$24,276,183$10,605 0.0%256,3752.0%Consumer Discretionary
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$23,078,110$452,502 2.0%450,0851.9%Manufacturing
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$21,679,465$383,444 -1.7%353,0281.8%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$21,361,725$73,240 0.3%52,5001.7%Medical
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$20,808,306$29,738 -0.1%1,211,8991.7%Business Services
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$18,933,213$32,882 0.2%244,7101.5%ETF
AVIV
Avantis International Large Cap Value ETF
$18,592,131$473,358 2.6%361,1531.5%ETF
Generac Holdings Inc. stock logo
GNRC
Generac
$18,489,971$94,991 0.5%143,0671.5%Computer and Technology
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$18,256,510$708,770 4.0%821,8101.5%Manufacturing
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$17,916,985$178,596 1.0%165,5301.4%Aerospace
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$17,901,418$689,990 4.0%821,9201.4%Manufacturing
DraftKings Inc. stock logo
DKNG
DraftKings
$16,816,365$16,802,265 119,165.0%477,0601.4%Consumer Discretionary
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$16,531,769$812,464 5.2%838,3251.3%Manufacturing
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$16,314,444$183,621 1.1%316,4781.3%Manufacturing
Goldman Sachs Access High Yield Corporate Bond ETF stock logo
GHYB
Goldman Sachs Access High Yield Corporate Bond ETF
$16,288,171$91,664 0.6%369,4251.3%ETF
Tortoise North American Pipeline Fund stock logo
TPYP
Tortoise North American Pipeline Fund
$15,755,259$35,019 0.2%607,3731.3%ETF
Aptiv PLC stock logo
APTV
Aptiv
$14,816,749$105,242 0.7%165,1441.2%Business Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$14,667,600$60,311 0.4%65,9071.2%Retail/Wholesale
JBBB
Janus Henderson B-BBB CLO ETF
$14,556,769$131,191 0.9%303,5821.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$14,483,082$42,881 0.3%91,8691.2%Retail/Wholesale
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$13,165,255$66,627 0.5%59,8721.1%Medical
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$12,841,806$511,227 -3.8%393,1971.0%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$11,860,749$352,090 -2.9%345,8951.0%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$11,821,117$67,098 0.6%91,9651.0%Computer and Technology
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$11,603,323$130,460 -1.1%274,8300.9%ETF
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$11,382,512$33,699 -0.3%54,0430.9%Aerospace
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$10,854,513$323,073 3.1%173,7000.9%ETF
Biogen Inc. stock logo
BIIB
Biogen
$10,763,780$10,351 -0.1%41,5960.9%Medical
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$6,676,2790.0%40,8560.5%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$6,573,657$18,287 -0.3%26,9600.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$6,396,620$27,031 0.4%18,4580.5%Retail/Wholesale
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$5,556,288$60,755 -1.1%45,7270.4%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,888,4060.0%24,8080.3%Medical
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$3,879,742$52,929 1.4%72,6410.3%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,416,581$21,981 -0.6%23,3150.3%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,249,609$42,326 1.3%23,2630.3%Computer and Technology
Goldman Sachs Access Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Access Ultra Short Bond ETF
$2,545,509$102,521 -3.9%50,9000.2%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$2,427,378$143,415 -5.6%79,0930.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,297,426$77,617 3.5%13,5270.2%Consumer Staples
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$2,156,1560.0%27,0500.2%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$1,838,084$94,010 -4.9%4,8880.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,790,142$9,998 -0.6%17,9050.1%Oils/Energy
Amgen Inc. stock logo
AMGN
Amgen
$1,775,068$10,081 -0.6%6,1630.1%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,677,369$37,549 2.3%3,5290.1%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$1,534,9710.0%12,8870.1%Business Services
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$1,411,730$184,475 15.0%47,4850.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,334,622$65,982 -4.7%3,7420.1%Finance
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$1,324,3140.0%26,5500.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,232,375$34,020 -2.7%7,2450.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,200,285$122,751 11.4%2,5130.1%ETF
Highwoods Properties, Inc. stock logo
HIW
Highwoods Properties
$1,171,1210.0%51,0070.1%Finance
Hilltop Holdings Inc. stock logo
HTH
Hilltop
$1,165,4510.0%33,1000.1%Finance
RTX Co. stock logo
RTX
RTX
$1,134,586$19,604 -1.7%13,4850.1%Aerospace
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,125,724$126,262 -10.1%7,4090.1%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,124,777$1,320 0.1%1,7040.1%Retail/Wholesale
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$1,114,1510.0%18,6750.1%Manufacturing
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,077,4870.0%4,6250.1%Business Services
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,056,720$21,993 -2.0%10,0420.1%ETF
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,036,5750.0%2,2500.1%Industrial Products
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$1,033,807$14,351 -1.4%21,3950.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$992,860$59,134 6.3%3,3580.1%Industrial Products
McDonald's Co. stock logo
MCD
McDonald's
$931,042$37,064 -3.8%3,1400.1%Retail/Wholesale
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$915,8420.0%8,3160.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$875,5550.0%2,8880.1%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$839,830$38,434 4.8%5,1350.1%Computer and Technology
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$776,904$100,720 -11.5%15,4270.1%ETF
Chevron Co. stock logo
CVX
Chevron
$770,412$74,580 10.7%5,1650.1%Oils/Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$768,134$10,820 -1.4%17,7480.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$709,046$10,313 -1.4%12,0320.1%Consumer Staples
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$706,504$18,627,056 -96.3%4,5630.1%Finance
Deere & Company stock logo
DE
Deere & Company
$694,9750.0%1,7380.1%Industrial Products
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$690,878$1,837 0.3%3,0080.1%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$690,4640.0%4,7740.1%Computer and Technology
JANUS DETROIT STR TR
$686,233$686,233 New Holding13,3600.1%HENDERSON SECURI
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$677,3950.0%13,2020.1%Medical
Saia, Inc. stock logo
SAIA
Saia
$657,3300.0%1,5000.1%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$634,308$13,909 -2.1%10,4430.1%Utilities
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$622,602$96,287 -13.4%13,5530.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$596,595$67,829 12.8%1,2050.0%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: