$375 Million is the total value of ATWOOD & PALMER INC's 336 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 107.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WITM | Exit | Wits Basin Prec Minrls | $0 | – | -25,000 | -100.0% | 0.00% | – |
| Exit | Silvermet Inc | $0 | – | -80,000 | -100.0% | -0.00% | – | |
| Exit | Blackrock Large Capmut | $0 | – | -11,839 | -100.0% | -0.05% | – | |
| Exit | Amer Capital Inc Builder Cl Fmut | $0 | – | -3,755 | -100.0% | -0.05% | – | |
| FBHS | Exit | Fortune Brands Home & Security | $0 | – | -5,400 | -100.0% | -0.05% | – |
| Exit | Amer Inv Fund of Amer F1mut | $0 | – | -6,308 | -100.0% | -0.06% | – | |
| Exit | Columbia Ser Tr Sml Cap Indx Zmut | $0 | – | -12,221 | -100.0% | -0.07% | – | |
| XLK | Exit | SPDR Tech Sel | $0 | – | -9,361 | -100.0% | -0.08% | – |
| BEAM | Exit | Beam Inc | $0 | – | -5,523 | -100.0% | -0.11% | – |
| VUG | Exit | Vanguard Growth | $0 | – | -5,600 | -100.0% | -0.12% | – |
| Exit | Cullen High Dividend Fundmut | $0 | – | -32,389 | -100.0% | -0.13% | – | |
| Exit | Thornburg Invt Tr Global Valuemut | $0 | – | -34,912 | -100.0% | -0.25% | – | |
| Exit | Harbor Intlmut | $0 | – | -17,825 | -100.0% | -0.30% | – | |
| Exit | Columbia Fds Ser Tr Midcapmut | $0 | – | -95,442 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.3% |
| Cisco Systems | 42 | Q3 2023 | 5.1% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.6% |
| AMERIPRISE FINL INC | 42 | Q3 2023 | 3.5% |
| INTEL CORP | 42 | Q3 2023 | 4.2% |
| GILEAD SCIENCES INC | 42 | Q3 2023 | 3.9% |
| FIFTH THIRD BANCORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View ATWOOD & PALMER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.