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

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About Atwood & Palmer Inc

Investment Activity

Atwood & 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: $42,290,031
United Rentals: $41,038,072
Janus Henderson AAA CLO ETF: $40,166,988
CDW: $39,818,572
iShares 1-3 Year Treasury Bond ETF: $39,432,190

Largest New Holdings this Quarter

VanEck Gold Miners ETF: $26,561 Holding
Applied Materials: $15,468 Holding
John Hancock Multifactor Mid Cap ETF: $12,395 Holding
Taiwan Semiconductor Manufacturing: $11,157 Holding
Republic 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 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
REGN Regeneron Pharmaceuticals	$42,290,031	$515,896 ▼	-1.2%	43,938	3.2%	Medical
URI United Rentals	$41,038,072	$15,561,441 ▼	-27.5%	56,910	3.1%	Construction
JAAA Janus Henderson AAA CLO ETF	$40,166,988	$3,854,412 ▲	10.6%	791,624	3.0%	ETF
CDW CDW	$39,818,572	$168,048 ▼	-0.4%	155,675	3.0%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$39,432,190	$4,121,548 ▲	11.7%	482,174	3.0%	Manufacturing
AVDE Avantis International Equity ETF	$37,855,314	$3,563,958 ▲	10.4%	593,902	2.9%	ETF
DHI D.R. Horton	$37,164,063	$6,423,365 ▼	-14.7%	225,853	2.8%	Construction
GOOG Alphabet	$37,013,191	$104,907 ▲	0.3%	243,092	2.8%	Computer and Technology
AMP Ameriprise Financial	$35,517,487	$5,615,962 ▼	-13.7%	81,009	2.7%	Finance
ABBV AbbVie	$34,677,419	$204,680 ▲	0.6%	190,431	2.6%	Medical
LDOS Leidos	$33,540,054	$11,840,712 ▲	54.6%	255,855	2.5%	Aerospace
FITB Fifth Third Bancorp	$32,770,627	$315,429 ▼	-1.0%	880,694	2.5%	Finance
AVEM Avantis Emerging Markets Equity ETF	$31,544,586	$3,114,478 ▲	11.0%	544,248	2.4%	ETF
TMO Thermo Fisher Scientific	$31,421,099	$152,857 ▲	0.5%	54,062	2.4%	Medical
LMT Lockheed Martin	$30,943,442		0.0%	68,027	2.3%	Aerospace
MA Mastercard	$30,718,255	$135,802 ▼	-0.4%	63,788	2.3%	Business Services
PLTR Palantir Technologies	$27,922,497	$36,701 ▲	0.1%	1,213,494	2.1%	Business Services
HOLX Hologic	$27,233,527	$624,226 ▲	2.3%	349,327	2.1%	Medical
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF	$26,505,317	$330,919 ▲	1.3%	262,715	2.0%	ETF
CSCO Cisco Systems	$25,888,508	$463,215 ▲	1.8%	518,704	2.0%	Computer and Technology
GILD Gilead Sciences	$25,402,677	$613,469 ▲	2.5%	346,794	1.9%	Medical
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$24,593,376	$1,513,016 ▲	6.6%	479,590	1.9%	Manufacturing
PYPL PayPal	$23,777,883	$128,554 ▲	0.5%	354,947	1.8%	Computer and Technology
VRTX Vertex Pharmaceuticals	$22,628,136	$682,610 ▲	3.1%	54,133	1.7%	Medical
DKNG DraftKings	$22,227,514	$564,219 ▲	2.6%	489,485	1.7%	Consumer Discretionary
SONY Sony Group	$22,173,938	$192,315 ▲	0.9%	258,618	1.7%	Consumer Discretionary
AAPL Apple	$22,106,552	$159,305 ▲	0.7%	128,916	1.7%	Computer and Technology
AVIV Avantis International Large Cap Value ETF	$21,462,865	$1,931,735 ▲	9.9%	396,873	1.6%	ETF
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$20,331,662	$2,305,259 ▲	12.8%	926,905	1.5%	Manufacturing
ON Onsemi	$20,101,829	$5,241,033 ▼	-20.7%	273,308	1.5%	Computer and Technology
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$19,923,835	$2,252,555 ▲	12.7%	926,690	1.5%	Manufacturing
VCSH Vanguard Short-Term Corporate Bond ETF	$18,696,651	$221,880 ▼	-1.2%	241,840	1.4%	ETF
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$18,500,949	$2,220,677 ▲	13.6%	952,675	1.4%	Manufacturing
GNRC Generac	$18,473,700	$427,236 ▲	2.4%	146,454	1.4%	Computer and Technology
FV First Trust Dorsey Wright Focus 5 ETF	$17,690,386	$421,671 ▼	-2.3%	309,110	1.3%	Manufacturing
TPYP Tortoise North American Pipeline Fund	$17,582,817	$600,665 ▲	3.5%	628,856	1.3%	ETF
LOW Lowe's Companies	$17,038,887	$250,400 ▲	1.5%	66,890	1.3%	Retail/Wholesale
WMT Walmart	$16,990,127	$11,462,374 ▲	207.4%	282,369	1.3%	Retail/Wholesale
GHYB Goldman Sachs Access High Yield Corporate Bond ETF	$16,766,532	$426,864 ▲	2.6%	379,076	1.3%	ETF
JBBB Janus Henderson B-BBB CLO ETF	$15,695,023	$852,887 ▲	5.7%	321,027	1.2%	ETF
UTHR United Therapeutics	$14,609,503	$855,707 ▲	6.2%	63,597	1.1%	Medical
GRMN Garmin	$14,206,888	$516,130 ▲	3.8%	95,432	1.1%	Computer and Technology
IMTM iShares MSCI Intl Momentum Factor ETF	$13,332,166	$237,302 ▼	-1.7%	339,846	1.0%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$13,242,662	$240,064 ▼	-1.8%	386,196	1.0%	ETF
AVDV Avantis International Small Cap Value ETF	$13,105,482	$1,665,599 ▲	14.6%	198,990	1.0%	ETF
JANUS DETROIT STR TR	$12,343,089	$11,653,318 ▲	1,689.4%	239,070	0.9%	COM
LHX L3Harris Technologies	$12,090,416	$573,877 ▲	5.0%	56,736	0.9%	Aerospace
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$11,839,538	$145,521 ▲	1.2%	278,250	0.9%	ETF
LMBS First Trust Low Duration Opportunities ETF	$8,479,455	$8,080,428 ▲	2,025.0%	175,740	0.6%	Manufacturing
JKHY Jack Henry & Associates	$7,097,913		0.0%	40,856	0.5%	Computer and Technology
HD Home Depot	$6,974,999	$105,490 ▼	-1.5%	18,183	0.5%	Retail/Wholesale
BDX Becton, Dickinson and Company	$6,583,408	$87,845 ▼	-1.3%	26,605	0.5%	Medical
KMB Kimberly-Clark	$5,911,813	$2,975 ▼	-0.1%	45,704	0.4%	Consumer Staples
JNJ Johnson & Johnson	$3,919,316	$5,062 ▼	-0.1%	24,776	0.3%	Medical
CBSH Commerce Bancshares	$3,732,817	$131,669 ▼	-3.4%	70,166	0.3%	Finance
PG Procter & Gamble	$3,623,854	$159,005 ▼	-4.2%	22,335	0.3%	Consumer Staples
GOOGL Alphabet	$3,568,288	$57,202 ▲	1.6%	23,642	0.3%	Computer and Technology
GSST Goldman Sachs Access Ultra Short Bond ETF	$2,437,183	$125,888 ▼	-4.9%	48,400	0.2%	ETF
PEP PepsiCo	$2,378,911	$11,551 ▲	0.5%	13,593	0.2%	Consumer Staples
CL Colgate-Palmolive	$2,372,818	$63,035 ▼	-2.6%	26,350	0.2%	Consumer Staples
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$2,372,452	$106,337 ▼	-4.3%	75,700	0.2%	ETF
MSFT Microsoft	$2,114,539	$58,059 ▲	2.8%	5,026	0.2%	Computer and Technology
XOM Exxon Mobil	$1,971,082	$110,196 ▼	-5.3%	16,957	0.1%	Oils/Energy
VSLU Applied Finance Valuation Large Cap ETF	$1,936,270	$388,734 ▲	25.1%	59,413	0.1%	ETF
AMGN Amgen	$1,752,265		0.0%	6,163	0.1%	Medical
PAYX Paychex	$1,582,524		0.0%	12,887	0.1%	Business Services
BRK.B Berkshire Hathaway	$1,559,709	$13,877 ▼	-0.9%	3,709	0.1%	Finance
JPM JPMorgan Chase & Co.	$1,476,612	$25,438 ▲	1.8%	7,372	0.1%	Finance
AMZN Amazon.com	$1,361,869	$25,434 ▲	1.9%	7,550	0.1%	Retail/Wholesale
HIW Highwoods Properties	$1,335,364		0.0%	51,007	0.1%	Finance
RTX RTX	$1,321,288	$6,144 ▲	0.5%	13,548	0.1%	Aerospace
SPY SPDR S&P 500 ETF Trust	$1,298,260	$547,654 ▼	-29.7%	2,482	0.1%	Finance
PH Parker-Hannifin	$1,251,640	$1,112 ▲	0.1%	2,252	0.1%	Industrial Products
COST Costco Wholesale	$1,248,402		0.0%	1,704	0.1%	Retail/Wholesale
CAT Caterpillar	$1,230,472		0.0%	3,358	0.1%	Industrial Products
ADP Automatic Data Processing	$1,130,074	$24,974 ▼	-2.2%	4,525	0.1%	Business Services
IVV iShares Core S&P 500 ETF	$1,115,600	$205,561 ▼	-15.6%	2,122	0.1%	ETF
HTH Hilltop	$1,036,692		0.0%	33,100	0.1%	Finance
IBM International Business Machines	$1,011,898	$31,317 ▲	3.2%	5,299	0.1%	Computer and Technology
NVDA NVIDIA	$998,168	$90,332 ▼	-8.3%	1,105	0.1%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$919,251		0.0%	8,316	0.1%	ETF
MCD McDonald's	$903,086	$17,763 ▲	2.0%	3,203	0.1%	Retail/Wholesale
SAIA Saia	$877,500		0.0%	1,500	0.1%	Transportation
IWF iShares Russell 1000 Growth ETF	$837,233	$136,168 ▼	-14.0%	2,484	0.1%	ETF
QCOM QUALCOMM	$816,534	$8,296 ▲	1.0%	4,823	0.1%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$816,440	$341,404 ▼	-29.5%	7,081	0.1%	ETF
USB U.S. Bancorp	$793,969	$626 ▲	0.1%	17,762	0.1%	Finance
CVX Chevron	$789,174	$25,554 ▼	-3.1%	5,003	0.1%	Oils/Energy
VNLA Janus Henderson Short Duration Income ETF	$780,123	$257,535 ▼	-24.8%	16,085	0.1%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$773,570	$339,834 ▼	-30.5%	12,975	0.1%	Manufacturing
NXPI NXP Semiconductors	$745,293		0.0%	3,008	0.1%	Computer and Technology
ICSH BlackRock Ultra Short-Term Bond ETF	$743,334	$36,656 ▼	-4.7%	14,702	0.1%	ETF
PNC The PNC Financial Services Group	$737,300		0.0%	4,563	0.1%	Finance
KO Coca-Cola	$736,118		0.0%	12,032	0.1%	Consumer Staples
DE Deere & Company	$726,189	$12,322 ▲	1.7%	1,768	0.1%	Industrial Products
BMY Bristol-Myers Squibb	$722,778	$6,833 ▲	1.0%	13,328	0.1%	Medical
IRM Iron Mountain	$661,733		0.0%	8,250	0.1%	Finance
NEE NextEra Energy	$626,510	$40,902 ▼	-6.1%	9,803	0.0%	Utilities
WM Waste Management	$576,998		0.0%	2,707	0.0%	Business Services
JMBS Janus Henderson Mortgage-Backed Securities ETF	$560,030	$51,187 ▼	-8.4%	12,418	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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

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

About MarketBeat

MarketBeat Products

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Terms & Info

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

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