Atwood & Palmer Inc Top Holdings and 13F Report (2025) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.60 billion in total holdings as of June 30, 2025.Atwood & Palmer Inc owns shares of 514 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 15.90% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 440 new stocks and bought additional shares in 78 stocks.Atwood & Palmer Inc sold shares of 74 stocks and completely divested from 14 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $90,228,164iShares 1-3 Year Treasury Bond ETF $54,710,600Avantis International Equity ETF $54,125,515Janus Henderson AAA CLO ETF $53,660,876JANUS DETROIT STR TR $53,573,619 Largest New Holdings this Quarter 47103U738 - JANUS DETROIT STR TR $53,573,619 Holding09789C747 - BONDBLOXX ETF TRUST $36,681,434 Holding890930308 - TORTOISE CAPITAL SERIES TRUS $23,553,958 Holding09789C705 - BondBloxx BB Rated USD High Yield Corporate Bond ETF $19,101,296 Holding084670108 - Berkshire Hathaway $728,800 Holding Largest Purchases this Quarter JANUS DETROIT STR TR 1,035,255 shares (about $53.57M)BONDBLOXX ETF TRUST 711,570 shares (about $36.68M)PALMER SQUARE FUNDS TRUST 1,398,637 shares (about $28.66M)TORTOISE CAPITAL SERIES TRUS 659,221 shares (about $23.55M)The Goldman Sachs Group 32,985 shares (about $23.35M) Largest Sales this Quarter Hologic 353,126 shares (about $23.01M)Goldman Sachs Access Treasury 0-1 Year ETF 209,468 shares (about $20.98M)iShares iBonds Dec 2030 Term Treasury ETF 1,029,781 shares (about $20.43M)PayPal 250,289 shares (about $18.60M)Vanguard Short-Term Corporate Bond ETF 205,837 shares (about $16.36M) 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$90,228,164$9,874,885 ▼-9.9%661,8855.6%COMSHYiShares 1-3 Year Treasury Bond ETF$54,710,600$8,231,721 ▲17.7%660,2783.4%ManufacturingAVDEAvantis International Equity ETF$54,125,515$1,532,007 ▲2.9%731,3273.4%ETFJAAAJanus Henderson AAA CLO ETF$53,660,876$6,716,713 ▲14.3%1,057,3573.4%ETFJANUS DETROIT STR TR$53,573,619$53,573,619 ▲New Holding1,035,2553.3%COMMELIMercadoLibre$44,546,710$94,091 ▲0.2%17,0442.8%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$44,224,899$1,522,137 ▲3.6%645,2422.8%ETFGOOGAlphabet$44,024,863$517,270 ▲1.2%248,1812.8%Computer and TechnologyURIUnited Rentals$43,223,461$202,665 ▲0.5%57,3712.7%ConstructionLDOSLeidos$41,250,029$33,603 ▼-0.1%261,4732.6%Computer and TechnologyAMPAmeriprise Financial$41,154,243$14,944 ▲0.0%77,1072.6%FinanceGILDGilead Sciences$38,148,337$109,207 ▼-0.3%344,0822.4%MedicalPALMER SQUARE FUNDS TRUST$36,815,889$28,658,080 ▲351.3%1,796,7732.3%COMBONDBLOXX ETF TRUST$36,681,434$36,681,434 ▲New Holding711,5702.3%COMCSCOCisco Systems$36,273,926$112,673 ▲0.3%522,8302.3%Computer and TechnologyABBVAbbVie$35,408,765$109,330 ▼-0.3%190,7592.2%MedicalFITBFifth Third Bancorp$34,707,705$129,642 ▲0.4%843,8542.2%FinanceJANUS DETROIT STR TR$34,139,299$10,500,486 ▲44.4%648,7892.1%COMMAMastercard$34,044,150$188,813 ▼-0.6%60,5832.1%Business ServicesLMTLockheed Martin$31,482,8680.0%67,9772.0%AerospaceDHID.R. Horton$29,909,279$341,122 ▲1.2%231,9991.9%ConstructionAVIVAvantis International Large Cap Value ETF$29,181,879$790,634 ▲2.8%468,8981.8%ETFCDWCDW$28,148,978$236,810 ▲0.8%157,6181.8%Computer and TechnologyWMTWalmart$26,460,693$172,484 ▲0.7%270,6151.7%Retail/WholesaleAAPLApple$26,133,374$37,136 ▼-0.1%127,3741.6%Computer and TechnologyNVDANVIDIA$24,688,158$22,496,678 ▲1,026.6%156,2641.5%Computer and TechnologyVRTXVertex Pharmaceuticals$24,571,479$92,602 ▲0.4%55,1921.5%MedicalTORTOISE CAPITAL SERIES TRUS$23,553,958$23,553,958 ▲New Holding659,2211.5%COMGSThe Goldman Sachs Group$23,403,170$23,345,134 ▲40,225.6%33,0671.5%FinanceDKNGDraftKings$23,188,994$591,882 ▲2.6%540,6621.4%Consumer DiscretionaryTMOThermo Fisher Scientific$21,919,997$111,096 ▲0.5%54,0621.4%MedicalREGNRegeneron Pharmaceuticals$21,833,544$202,649 ▼-0.9%41,5881.4%MedicalGNRCGenerac$21,409,385$218,396 ▲1.0%149,4961.3%IndustrialsIBTIiShares iBonds Dec 2028 Term Treasury ETF$20,292,932$5,059,353 ▼-20.0%907,5551.3%ManufacturingAVDVAvantis International Small Cap Value ETF$20,026,783$678,320 ▲3.5%252,6081.3%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$19,799,017$5,156,438 ▼-20.7%903,2401.2%ManufacturingGRMNGarmin$19,479,591$88,288 ▲0.5%93,3291.2%Computer and TechnologyXBBBondBloxx BB Rated USD High Yield Corporate Bond ETF$19,101,296$19,101,296 ▲New Holding463,7701.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$18,816,461$6,477,428 ▲52.5%436,1721.2%ETFUTHRUnited Therapeutics$18,368,562$65,516 ▲0.4%63,9241.1%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$17,926,934$9,797,734 ▼-35.3%339,7831.1%ManufacturingUBERUber Technologies$16,334,031$417,984 ▲2.6%175,0701.0%Computer and TechnologyLHXL3Harris Technologies$15,908,057$182,361 ▲1.2%63,4191.0%AerospaceONON Semiconductor$15,767,174$617,756 ▲4.1%300,8431.0%Computer and TechnologyLOWLowe's Companies$15,499,155$44,374 ▲0.3%69,8571.0%Retail/WholesaleIMTMiShares MSCI Intl Momentum Factor ETF$10,978,105$167,088 ▼-1.5%240,2740.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$10,856,655$214,124 ▼-1.9%273,7430.7%ETFVSLUApplied Finance Valuation Large Cap ETF$8,177,216$16,130 ▲0.2%208,8690.5%ETFRSPInvesco S&P 500 Equal Weight ETF$7,604,026$3,817 ▼-0.1%41,8400.5%ETFJKHYJack Henry & Associates$7,320,488$40,538 ▼-0.6%40,6310.5%Computer and TechnologyHDHome Depot$6,532,059$128,324 ▼-1.9%17,8160.4%Retail/WholesaleFVFirst Trust Dorsey Wright Focus 5 ETF$5,586,381$46,223 ▼-0.8%94,2690.3%ManufacturingKMBKimberly-Clark$5,560,4490.0%43,1310.3%Consumer StaplesGOOGLAlphabet$4,472,542$63,443 ▲1.4%25,3790.3%Computer and TechnologyCBSHCommerce Bancshares$4,428,619$1,368 ▼0.0%71,2340.3%FinanceBDXBecton, Dickinson and Company$3,967,262$346,739 ▼-8.0%23,0320.2%MedicalJNJJohnson & Johnson$3,929,471$246,843 ▲6.7%25,7250.2%MedicalGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,561,034$20,978,223 ▼-85.5%35,5570.2%ETFPGProcter & Gamble$3,331,860$246,946 ▼-6.9%20,9130.2%Consumer StaplesJPMJPMorgan Chase & Co.$2,621,644$27,251 ▲1.1%9,0430.2%FinanceMSFTMicrosoft$2,549,227$80,083 ▲3.2%5,1250.2%Computer and TechnologyCLColgate-Palmolive$2,381,580$13,635 ▼-0.6%26,2000.1%Consumer StaplesAMZNAmazon.com$2,088,813$55,067 ▲2.7%9,5210.1%Retail/WholesaleBRK.BBerkshire Hathaway$2,042,178$136,501 ▲7.2%4,2040.1%FinanceIEIiShares 3-7 Year Treasury Bond ETF$2,027,649$23,342 ▲1.2%17,0260.1%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$1,966,345$20,430,882 ▼-91.2%99,1100.1%ManufacturingRTXRTX$1,962,8740.0%13,4430.1%AerospacePAYXPaychex$1,874,5440.0%12,8870.1%Computer and TechnologyXOMExxon Mobil$1,811,579$7,977 ▼-0.4%16,8050.1%EnergyPEPPepsiCo$1,793,896$66,944 ▼-3.6%13,5860.1%Consumer StaplesGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,760,422$28,168 ▼-1.6%47,3100.1%ETFAMGNAmgen$1,737,804$7,539 ▲0.4%6,2240.1%MedicalSPYSPDR S&P 500 ETF Trust$1,700,854$33,362 ▲2.0%2,7530.1%FinanceCOSTCostco Wholesale$1,675,969$60,386 ▼-3.5%1,6930.1%Retail/WholesalePHParker-Hannifin$1,571,5580.0%2,2500.1%IndustrialsHIWHighwoods Properties$1,492,538$93,270 ▼-5.9%48,0070.1%FinanceADPAutomatic Data Processing$1,364,670$15,420 ▼-1.1%4,4250.1%Computer and TechnologyIBMInternational Business Machines$1,238,076$15,034 ▲1.2%4,2000.1%Computer and TechnologyJBBBJanus Henderson B-BBB CLO ETF$1,174,396$12,972,062 ▼-91.7%24,3600.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,167,959$14,109,841 ▼-92.4%23,7100.1%ManufacturingUMBFUMB Financial$1,128,2620.0%10,7290.1%FinanceGHYBGoldman Sachs Access High Yield Corporate Bond ETF$1,109,388$16,001,874 ▼-93.5%24,4520.1%ETFIVViShares Core S&P 500 ETF$1,093,0200.0%1,7600.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$1,019,257$63,295 ▼-5.8%22,6250.1%ETFAVGOBroadcom$1,008,879$79,939 ▲8.6%3,6600.1%Computer and TechnologyHTHHilltop$1,004,5850.0%33,1000.1%FinanceCATCaterpillar$995,7590.0%2,5650.1%IndustrialsIRMIron Mountain$968,774$122,571 ▲14.5%9,4450.1%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$956,2190.0%7,0810.1%ETFMCDMcDonald's$931,4380.0%3,1880.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$923,4620.0%2,1750.1%ETFDEDeere & Company$899,0110.0%1,7680.1%IndustrialsPMPhilip Morris International$870,946$8,378 ▲1.0%4,7820.1%Consumer StaplesPNCThe PNC Financial Services Group$847,4660.0%4,5460.1%FinanceMETAMeta Platforms$847,328$24,357 ▲3.0%1,1480.1%Computer and TechnologyKOCocaCola$828,9070.0%11,7160.1%Consumer StaplesQCOMQUALCOMM$795,345$22,615 ▼-2.8%4,9940.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$776,542$371,403 ▲91.7%2,5550.0%ETFORCLOracle$735,472$58,812 ▼-7.4%3,3640.0%Computer and TechnologyBRK.ABerkshire Hathaway$728,800$728,800 ▲New Holding10.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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