$529 Thousand is the total value of ATWOOD & PALMER INC's 384 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 53.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VQT | Buy | BARCLAYS BK PLC | $47,090,000 | +40.5% | 315,681 | +40.6% | 8.89% | -0.5% |
TRSK | Buy | ALPS ETF TR | $24,697,000 | +47.9% | 883,850 | +48.5% | 4.66% | +4.8% |
GILD | Buy | GILEAD SCIENCES INC | $18,279,000 | +75.1% | 171,832 | +36.5% | 3.45% | +24.0% |
LMT | Buy | LOCKHEED MARTIN CORP | $16,118,000 | +3085.4% | 88,184 | +2699.5% | 3.04% | +2154.8% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $14,683,000 | +48.4% | 120,646 | +43.9% | 2.77% | +5.0% |
QCOM | Buy | QUALCOMM INC | $13,939,000 | +43.1% | 186,619 | +51.7% | 2.63% | +1.3% |
INTC | Buy | INTEL CORP | $13,895,000 | +57.3% | 399,060 | +39.6% | 2.62% | +11.3% |
PG | Buy | PROCTER & GAMBLE CO | $13,361,000 | +58.1% | 159,018 | +47.9% | 2.52% | +11.9% |
NOV | Buy | NATIONAL OILWELL VARCO INC | $12,699,000 | +31.6% | 166,869 | +42.4% | 2.40% | -6.8% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $12,600,000 | +68.3% | 117,859 | +53.8% | 2.38% | +19.2% |
AMLP | Buy | ALPS ETF TR | $12,548,000 | +46.7% | 654,588 | +45.5% | 2.37% | +3.9% |
NXPI | Buy | NXP SEMICONDUCTORS N V | $12,550,000 | +58.6% | 186,700 | +56.1% | 2.37% | +12.3% |
AMP | Buy | AMERIPRISE FINL INC | $12,215,000 | +43.9% | 99,001 | +39.9% | 2.31% | +1.9% |
EMC | Buy | E M C CORP MASS | $11,807,000 | +56.3% | 403,532 | +40.7% | 2.23% | +10.6% |
CVS | Buy | CVS HEALTH CORP | $11,294,000 | +40.4% | 144,506 | +35.3% | 2.13% | -0.7% |
TRMB | Buy | TRIMBLE NAVIGATION LTD | $11,262,000 | +22.0% | 374,150 | +49.7% | 2.13% | -13.6% |
CSCO | Buy | CISCO SYS INC | $11,192,000 | +45.0% | 444,645 | +43.2% | 2.11% | +2.7% |
MA | Buy | MASTERCARD INC | $10,321,000 | +35.5% | 141,930 | +36.9% | 1.95% | -4.1% |
CLR | Buy | CONTINENTAL RESOURCES INC | $9,979,000 | +24.2% | 151,340 | +197.6% | 1.88% | -12.1% |
GOOG | Buy | GOOGLE INC | $9,960,000 | +46.0% | 17,271 | +45.7% | 1.88% | +3.4% |
FITB | Buy | FIFTH THIRD BANCORP | $9,930,000 | +25.1% | 504,495 | +35.7% | 1.88% | -11.4% |
GOOGL | Buy | GOOGLE INC | $9,846,000 | +41.9% | 16,904 | +42.4% | 1.86% | +0.4% |
JNJ | Buy | JOHNSON & JOHNSON | $9,738,000 | +63.0% | 91,362 | +60.0% | 1.84% | +15.4% |
BDX | Buy | BECTON DICKINSON & CO | $8,914,000 | +32.3% | 79,825 | +40.2% | 1.68% | -6.3% |
ORCL | Buy | ORACLE CORP | $7,368,000 | +43.2% | 192,475 | +51.6% | 1.39% | +1.5% |
BSCF | Buy | CLAYMORE EXCHANGE TRD FD TR | $6,542,000 | +53.6% | 300,937 | +54.8% | 1.24% | +8.8% |
IGSB | Buy | ISHARES | $6,318,000 | +45.3% | 60,008 | +45.9% | 1.19% | +2.8% |
HFC | Buy | HOLLYFRONTIER CORP | $6,191,000 | +39.2% | 141,745 | +39.3% | 1.17% | -1.4% |
BSJF | Buy | CLAYMORE EXCHANGE TRD FD TR | $5,996,000 | +59.2% | 226,780 | +62.1% | 1.13% | +12.7% |
SPSB | Buy | SPDR SERIES TRUST | $5,768,000 | +46.5% | 187,960 | +47.0% | 1.09% | +3.6% |
FEMS | Buy | FIRST TR EXCH TRD ALPHA FD I | $5,720,000 | +40.1% | 157,615 | +43.1% | 1.08% | -0.8% |
FCAN | Buy | FIRST TR EXCH TRD ALPHA FD I | $5,655,000 | +32.3% | 157,875 | +43.1% | 1.07% | -6.3% |
BSCG | Buy | CLAYMORE EXCHANGE TRD FD TR | $5,469,000 | +62.9% | 245,015 | +63.4% | 1.03% | +15.3% |
BSJG | Buy | CLAYMORE EXCHANGE TRD FD TR | $5,402,000 | +62.0% | 202,780 | +66.9% | 1.02% | +14.7% |
FKU | Buy | FIRST TR EXCH TRD ALPHA FD I | $5,325,000 | +32.2% | 136,775 | +43.4% | 1.01% | -6.3% |
FSZ | Buy | FIRST TR EXCH TRD ALPHA FD I | $5,236,000 | +30.1% | 134,185 | +43.4% | 0.99% | -7.9% |
FGM | Buy | FIRST TR EXCH TRD ALPHA FD I | $4,998,000 | +21.0% | 141,705 | +43.4% | 0.94% | -14.3% |
AMGN | Buy | AMGEN INC | $4,643,000 | +17.4% | 34,804 | +4.2% | 0.88% | -16.9% |
BSCH | Buy | CLAYMORE EXCHANGE TRD FD TR | $4,503,000 | +86.3% | 197,865 | +87.6% | 0.85% | +31.9% |
BSJH | Buy | CLAYMORE EXCHANGE TRD FD TR | $4,490,000 | +75.1% | 167,855 | +80.7% | 0.85% | +24.0% |
BSJE | Buy | CLAYMORE EXCHANGE TRD FD TR | $4,306,000 | +40.7% | 163,218 | +41.1% | 0.81% | -0.4% |
STPZ | Buy | PIMCO ETF TR | $4,274,000 | +52.6% | 81,339 | +55.6% | 0.81% | +8.0% |
BSCE | Buy | CLAYMORE EXCHANGE TRD FD TR | $4,268,000 | +25.7% | 202,455 | +26.0% | 0.81% | -11.0% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,111,000 | +24.8% | 49,483 | +19.1% | 0.78% | -11.7% |
BSJI | Buy | CLAYMORE EXCHANGE TRD FD TR | $2,838,000 | +72.5% | 106,350 | +77.5% | 0.54% | +22.1% |
JKHY | Buy | HENRY JACK & ASSOC INC | $2,792,000 | +45.4% | 50,165 | +55.3% | 0.53% | +2.9% |
BSCI | Buy | CLAYMORE EXCHANGE TRD FD TR | $2,730,000 | +80.6% | 129,125 | +81.7% | 0.52% | +28.0% |
CL | Buy | COLGATE PALMOLIVE CO | $2,645,000 | +2282.9% | 40,967 | +2419.5% | 0.50% | +1566.7% |
USB | Buy | US BANCORP DEL | $2,264,000 | +17.2% | 54,113 | +21.4% | 0.43% | -16.9% |
CVX | Buy | CHEVRON CORP NEW | $1,846,000 | +11.3% | 15,472 | +21.8% | 0.35% | -21.0% |
HD | Buy | HOME DEPOT INC | $1,588,000 | +41.0% | 19,309 | +38.8% | 0.30% | 0.0% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $1,432,000 | +105.7% | 13,558 | +125.0% | 0.27% | +45.2% |
AAPL | Buy | APPLE INC | $1,366,000 | +75.8% | 13,770 | +64.8% | 0.26% | +24.6% |
PNC | Buy | PNC FINL SVCS GROUP INC | $1,307,000 | +64.0% | 17,025 | +90.2% | 0.25% | +16.0% |
RF | Buy | REGIONS FINL CORP NEW | $1,291,000 | +52.1% | 143,100 | +79.0% | 0.24% | +8.0% |
DNOW | Buy | NOW INC | $1,253,000 | +18.8% | 41,212 | +41.4% | 0.24% | -15.7% |
CERN | Buy | CERNER CORP | $1,228,000 | +16.0% | 20,814 | +1.4% | 0.23% | -18.0% |
PEP | Buy | PEPSICO INC | $1,156,000 | +2468.9% | 12,415 | +2383.0% | 0.22% | +1716.7% |
PM | Buy | PHILIP MORRIS INTL INC | $1,143,000 | +489.2% | 15,300 | +565.2% | 0.22% | +315.4% |
HON | Buy | HONEYWELL INTL INC | $1,082,000 | +33.1% | 11,617 | +32.8% | 0.20% | -6.0% |
FBT | Buy | FIRST TR EXCHANGE TRADED FD | $1,026,000 | +12.1% | 11,175 | +0.6% | 0.19% | -20.5% |
FXH | Buy | FIRST TR EXCHANGE TRADED FD | $990,000 | +12.6% | 17,750 | +7.6% | 0.19% | -20.1% |
PFE | Buy | PFIZER INC | $973,000 | +62.4% | 32,836 | +62.6% | 0.18% | +15.0% |
GE | Buy | GENERAL ELECTRIC CO | $945,000 | +58.0% | 36,893 | +62.1% | 0.18% | +11.2% |
MO | Buy | ALTRIA GROUP INC | $941,000 | +23.3% | 20,500 | +12.6% | 0.18% | -12.7% |
FXG | Buy | FIRST TR EXCHANGE TRADED FD | $913,000 | +5.7% | 23,378 | +7.7% | 0.17% | -25.2% |
FXD | Buy | FIRST TR EXCHANGE TRADED FD | $862,000 | +5.1% | 26,586 | +7.9% | 0.16% | -25.6% |
FDN | Buy | FIRST TR EXCHANGE TRADED FD | $862,000 | +2.6% | 14,155 | +0.4% | 0.16% | -27.2% |
MDT | Buy | MEDTRONIC INC | $836,000 | +31.0% | 13,500 | +35.0% | 0.16% | -7.1% |
LH | Buy | LABORATORY CORP AMER HLDGS | $814,000 | +17.0% | 8,000 | +17.6% | 0.15% | -17.2% |
EMR | Buy | EMERSON ELEC CO | $775,000 | +192.5% | 12,392 | +209.8% | 0.15% | +105.6% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $770,000 | +5.9% | 15,046 | +0.3% | 0.14% | -25.3% |
AXP | Buy | AMERICAN EXPRESS CO | $751,000 | +21.7% | 8,578 | +32.0% | 0.14% | -13.9% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $719,000 | +20.6% | 5,207 | +10.6% | 0.14% | -14.5% |
WAG | Buy | WALGREEN CO | $719,000 | +7.8% | 12,134 | +34.8% | 0.14% | -23.6% |
SRE | Buy | SEMPRA ENERGY | $674,000 | +15.0% | 6,400 | +14.3% | 0.13% | -18.6% |
WFC | Buy | WELLS FARGO & CO NEW | $627,000 | +5.9% | 12,084 | +7.2% | 0.12% | -25.3% |
KO | Buy | COCA COLA CO | $602,000 | +244.0% | 14,119 | +241.2% | 0.11% | +142.6% |
PX | Buy | PRAXAIR INC | $585,000 | +69.1% | 4,535 | +74.1% | 0.11% | +19.6% |
PACW | Buy | PACWEST BANCORP DEL | $577,000 | +27.4% | 14,000 | +33.3% | 0.11% | -9.9% |
VUG | New | VANGUARD INDEX FDS | $558,000 | – | 5,600 | +100.0% | 0.10% | – |
MCD | Buy | MCDONALDS CORP | $540,000 | +106.1% | 5,699 | +119.3% | 0.10% | +45.7% |
NEE | Buy | NEXTERA ENERGY INC | $517,000 | +68.4% | 5,509 | +83.6% | 0.10% | +19.5% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $500,000 | +85.2% | 12,400 | +259.4% | 0.09% | +30.6% |
MRK | Buy | MERCK & CO INC NEW | $478,000 | +88.2% | 8,071 | +83.9% | 0.09% | +32.4% |
ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $470,000 | +3.1% | 6,658 | +1.2% | 0.09% | -27.0% |
TD | Buy | TORONTO DOMINION BK ONT | $445,000 | -1.1% | 9,010 | +2.9% | 0.08% | -30.0% |
TGT | Buy | TARGET CORP | $436,000 | +1576.9% | 6,950 | +1444.4% | 0.08% | +1071.4% |
CAT | Buy | CATERPILLAR INC DEL | $411,000 | -2.1% | 4,153 | +7.4% | 0.08% | -30.4% |
JPM | Buy | JPMORGAN CHASE & CO | $391,000 | +1348.1% | 6,487 | +1265.7% | 0.07% | +957.1% |
XLK | New | SELECT SECTOR SPDR TR | $319,000 | – | 8,000 | +100.0% | 0.06% | – |
RTN | Buy | RAYTHEON CO | $310,000 | +124.6% | 3,054 | +103.6% | 0.06% | +59.5% |
ABBV | Buy | ABBVIE INC | $302,000 | +12.3% | 5,222 | +9.7% | 0.06% | -20.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $263,000 | +64.4% | 5,560 | +70.4% | 0.05% | +16.3% |
T | Buy | AT&T INC | $250,000 | +22.0% | 7,108 | +22.7% | 0.05% | -14.5% |
UNP | Buy | UNION PAC CORP | $234,000 | +116.7% | 2,154 | +98.3% | 0.04% | +51.7% |
VWO | Buy | VANGUARD INTL EQUITY INDEX F | $234,000 | +333.3% | 5,600 | +344.1% | 0.04% | +214.3% |
VBK | Buy | VANGUARD INDEX FDS | $227,000 | +363.3% | 1,888 | +386.6% | 0.04% | +230.8% |
FV | Buy | FIRST TR EXCHANGE TRADED FD | $221,000 | +30.0% | 10,865 | +27.1% | 0.04% | -6.7% |
FBHS | New | FORTUNE BRANDS HOME & SEC IN | $222,000 | – | 5,400 | +100.0% | 0.04% | – |
MMM | Buy | 3M CO | $215,000 | +48.3% | 1,514 | +49.3% | 0.04% | +5.1% |
MSFT | Buy | MICROSOFT CORP | $218,000 | +28.2% | 4,707 | +15.5% | 0.04% | -8.9% |
BAC | Buy | BANK AMER CORP | $215,000 | +85.3% | 12,332 | +63.3% | 0.04% | +32.3% |
ABT | Buy | ABBOTT LABS | $210,000 | +7.7% | 5,056 | +6.3% | 0.04% | -23.1% |
SWM | Buy | SCHWEITZER-MAUDUIT INTL INC | $211,000 | -3.2% | 5,102 | +2.0% | 0.04% | -31.0% |
XLF | New | SELECT SECTOR SPDR TR | $185,000 | – | 8,000 | +100.0% | 0.04% | – |
CMCSA | Buy | COMCAST CORP NEW | $186,000 | +13.4% | 3,450 | +12.8% | 0.04% | -20.5% |
IWM | Buy | ISHARES TR | $181,000 | +13.8% | 1,654 | +23.3% | 0.03% | -19.0% |
DIS | Buy | DISNEY WALT CO | $175,000 | +173.4% | 1,965 | +162.7% | 0.03% | +94.1% |
CMP | New | COMPASS MINERALS INTL INC | $169,000 | – | 2,000 | +100.0% | 0.03% | – |
ECL | Buy | ECOLAB INC | $168,000 | +73.2% | 1,467 | +69.2% | 0.03% | +23.1% |
ATLS | New | ATLAS ENERGY LP | $172,000 | – | 3,900 | +100.0% | 0.03% | – |
MYL | Buy | MYLAN INC | $157,000 | +91.5% | 3,459 | +116.2% | 0.03% | +36.4% |
GLD | Buy | SPDR GOLD TRUST | $154,000 | +5.5% | 1,148 | +0.9% | 0.03% | -25.6% |
NP | Buy | NEENAH PAPER INC | $135,000 | +29.8% | 2,515 | +28.7% | 0.02% | -10.7% |
RDSA | Buy | ROYAL DUTCH SHELL PLC | $129,000 | +20.6% | 1,700 | +30.8% | 0.02% | -17.2% |
D | Buy | DOMINION RES INC VA NEW | $124,000 | +8.8% | 1,800 | +12.5% | 0.02% | -23.3% |
ZBH | Buy | ZIMMER HLDGS INC | $109,000 | +194.6% | 1,080 | +200.0% | 0.02% | +110.0% |
MDLZ | Buy | MONDELEZ INTL INC | $111,000 | +16.8% | 3,233 | +28.0% | 0.02% | -16.0% |
WMT | Buy | WAL-MART STORES INC | $113,000 | +391.3% | 1,375 | +358.3% | 0.02% | +250.0% |
FB | Buy | FACEBOOK INC | $100,000 | +38.9% | 1,270 | +18.7% | 0.02% | 0.0% |
MCK | Buy | MCKESSON CORP | $102,000 | +15.9% | 523 | +10.1% | 0.02% | -17.4% |
MGPI | Buy | MGP INGREDIENTS INC NEW | $99,000 | +395.0% | 7,550 | +196.1% | 0.02% | +280.0% |
VIG | Buy | VANGUARD SPECIALIZED PORTFOL | $91,000 | +506.7% | 1,189 | +529.1% | 0.02% | +325.0% |
PEG | New | PUBLIC SVC ENTERPRISE GROUP | $74,000 | – | 2,000 | +100.0% | 0.01% | – |
DBO | Buy | POWERSHS DB MULTI SECT COMM | $72,000 | +200.0% | 2,670 | +246.8% | 0.01% | +133.3% |
SBUX | Buy | STARBUCKS CORP | $74,000 | +393.3% | 985 | +392.5% | 0.01% | +250.0% |
F | Buy | FORD MTR CO DEL | $75,000 | -12.8% | 5,100 | +2.0% | 0.01% | -39.1% |
IFV | New | FIRST TR EXCHANGE TRADED FD | $71,000 | – | 3,800 | +100.0% | 0.01% | – |
CDW | New | CDW CORP | $71,000 | – | 2,300 | +100.0% | 0.01% | – |
BA | Buy | BOEING CO | $63,000 | +37.0% | 498 | +36.4% | 0.01% | 0.0% |
DBE | Buy | POWERSHS DB MULTI SECT COMM | $66,000 | +187.0% | 2,455 | +225.2% | 0.01% | +100.0% |
NU | Buy | NORTHEAST UTILS | $56,000 | +124.0% | 1,269 | +142.2% | 0.01% | +57.1% |
IJH | New | ISHARES TR | $60,000 | – | 439 | +100.0% | 0.01% | – |
ED | Buy | CONSOLIDATED EDISON INC | $58,000 | +87.1% | 1,032 | +94.0% | 0.01% | +37.5% |
DST | New | DST SYS INC DEL | $57,000 | – | 674 | +100.0% | 0.01% | – |
EFA | New | ISHARES TR | $55,000 | – | 850 | +100.0% | 0.01% | – |
BSCJ | New | CLAYMORE EXCHANGE TRD FD TR | $49,000 | – | 2,350 | +100.0% | 0.01% | – |
WR | Buy | WESTAR ENERGY INC | $47,000 | +56.7% | 1,365 | +71.1% | 0.01% | +12.5% |
IJR | New | ISHARES TR | $48,000 | – | 459 | +100.0% | 0.01% | – |
BSJJ | New | CLAYMORE EXCHANGE TRD FD TR | $48,000 | – | 1,875 | +100.0% | 0.01% | – |
COP | Buy | CONOCOPHILLIPS | $44,000 | +2.3% | 570 | +13.5% | 0.01% | -27.3% |
WDAY | New | WORKDAY INC | $41,000 | – | 500 | +100.0% | 0.01% | – |
VLO | Buy | VALERO ENERGY CORP NEW | $35,000 | +133.3% | 750 | +150.0% | 0.01% | +75.0% |
EDE | Buy | EMPIRE DIST ELEC CO | $31,000 | +63.2% | 1,271 | +69.5% | 0.01% | +20.0% |
MTB | New | M & T BK CORP | $32,000 | – | 263 | +100.0% | 0.01% | – |
VYM | New | VANGUARD WHITEHALL FDS INC | $30,000 | – | 450 | +100.0% | 0.01% | – |
CELG | New | CELGENE CORP | $31,000 | – | 332 | +100.0% | 0.01% | – |
GRMN | Buy | GARMIN LTD | $30,000 | +30.4% | 477 | +26.5% | 0.01% | 0.0% |
VFC | New | V F CORP | $26,000 | – | 400 | +100.0% | 0.01% | – |
IWD | Buy | ISHARES TR | $27,000 | +285.7% | 269 | +263.5% | 0.01% | +150.0% |
AMX | New | AMERICA MOVIL SAB DE CV | $25,000 | – | 1,000 | +100.0% | 0.01% | – |
UPS | Buy | UNITED PARCEL SERVICE INC | $25,000 | +19.0% | 250 | +25.0% | 0.01% | -16.7% |
IP | Buy | INTL PAPER CO | $29,000 | +2800.0% | 591 | +5810.0% | 0.01% | – |
BND | New | VANGUARD BD INDEX FD INC | $27,000 | – | 325 | +100.0% | 0.01% | – |
GXP | Buy | GREAT PLAINS ENERGY INC | $24,000 | +380.0% | 975 | +387.5% | 0.01% | +400.0% |
ALKS | New | ALKERMES PLC | $26,000 | – | 599 | +100.0% | 0.01% | – |
SCG | New | SCANA CORP NEW | $20,000 | – | 400 | +100.0% | 0.00% | – |
GCI | New | GANNETT INC | $21,000 | – | 722 | +100.0% | 0.00% | – |
KSU | Buy | KANSAS CITY SOUTHERN | $20,000 | +81.8% | 167 | +67.0% | 0.00% | +33.3% |
LEG | New | LEGGETT & PLATT INC | $19,000 | – | 530 | +100.0% | 0.00% | – |
LUMN | Buy | CENTURYLINK INC | $19,000 | +58.3% | 473 | +37.9% | 0.00% | +33.3% |
HRB | Buy | BLOCK H & R INC | $15,000 | +200.0% | 479 | +219.3% | 0.00% | +200.0% |
PCLN | New | PRICELINE GRP INC | $14,000 | – | 12 | +100.0% | 0.00% | – |
WSM | New | WILLIAMS SONOMA INC | $14,000 | – | 203 | +100.0% | 0.00% | – |
NI | New | NISOURCE INC | $14,000 | – | 333 | +100.0% | 0.00% | – |
XLY | New | SELECT SECTOR SPDR TR | $18,000 | – | 274 | +100.0% | 0.00% | – |
SE | Buy | SPECTRA ENERGY CORP | $15,000 | +25.0% | 377 | +37.1% | 0.00% | 0.0% |
S | Buy | SPRINT CORP | $16,000 | +220.0% | 2,325 | +302.2% | 0.00% | +200.0% |
EFX | New | EQUIFAX INC | $15,000 | – | 200 | +100.0% | 0.00% | – |
TWTR | Buy | TWITTER INC | $18,000 | +800.0% | 340 | +750.0% | 0.00% | +200.0% |
V | New | VISA INC | $15,000 | – | 69 | +100.0% | 0.00% | – |
LNC | New | LINCOLN NATL CORP IND | $10,000 | – | 178 | +100.0% | 0.00% | – |
APD | New | AIR PRODS & CHEMS INC | $13,000 | – | 100 | +100.0% | 0.00% | – |
LEA | New | LEAR CORP | $8,000 | – | 89 | +100.0% | 0.00% | – |
UNH | New | UNITEDHEALTH GROUP INC | $11,000 | – | 125 | +100.0% | 0.00% | – |
VKI | New | INVESCO ADVANTAGE MUNICIPAL | $10,000 | – | 872 | +100.0% | 0.00% | – |
IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $11,000 | – | 114 | +100.0% | 0.00% | – |
SNDK | New | SANDISK CORP | $10,000 | – | 100 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC | $13,000 | – | 119 | +100.0% | 0.00% | – |
TTC | New | TORO CO | $11,000 | – | 178 | +100.0% | 0.00% | – |
ZTS | New | ZOETIS INC | $10,000 | – | 259 | +100.0% | 0.00% | – |
SIRO | New | SIRONA DENTAL SYSTEMS INC | $13,000 | – | 167 | +100.0% | 0.00% | – |
B108PS | New | ACTAVIS PLC | $10,000 | – | 41 | +100.0% | 0.00% | – |
SCCO | New | SOUTHERN COPPER CORP | $9,000 | – | 303 | +100.0% | 0.00% | – |
ACN | New | ACCENTURE PLC IRELAND | $13,000 | – | 163 | +100.0% | 0.00% | – |
TSLA | New | TESLA MTRS INC | $10,000 | – | 40 | +100.0% | 0.00% | – |
VB | New | VANGUARD INDEX FDS | $13,000 | – | 115 | +100.0% | 0.00% | – |
VO | New | VANGUARD INDEX FDS | $13,000 | – | 115 | +100.0% | 0.00% | – |
FIS | New | FIDELITY NATL INFORMATION SV | $9,000 | – | 153 | +100.0% | 0.00% | – |
ORLY | New | O REILLY AUTOMOTIVE INC NEW | $12,000 | – | 77 | +100.0% | 0.00% | – |
NTAP | New | NETAPP INC | $11,000 | – | 250 | +100.0% | 0.00% | – |
QEP | New | QEP RES INC | $8,000 | – | 267 | +100.0% | 0.00% | – |
CMCSK | New | COMCAST CORP NEW | $8,000 | – | 157 | +100.0% | 0.00% | – |
MS | New | MORGAN STANLEY | $8,000 | – | 224 | +100.0% | 0.00% | – |
MCO | New | MOODYS CORP | $10,000 | – | 103 | +100.0% | 0.00% | – |
ADBE | New | ADOBE SYS INC | $10,000 | – | 150 | +100.0% | 0.00% | – |
CNX | New | CONSOL ENERGY INC | $5,000 | – | 133 | +100.0% | 0.00% | – |
DISCK | New | DISCOVERY COMMUNICATNS NEW | $5,000 | – | 136 | +100.0% | 0.00% | – |
LQD | New | ISHARES TR | $6,000 | – | 50 | +100.0% | 0.00% | – |
KRFT | New | KRAFT FOODS GROUP INC | $4,000 | – | 69 | +100.0% | 0.00% | – |
OCR | New | OMNICARE INC | $7,000 | – | 117 | +100.0% | 0.00% | – |
PCG | New | PG&E CORP | $6,000 | – | 134 | +100.0% | 0.00% | – |
PKG | New | PACKAGING CORP AMER | $7,000 | – | 107 | +100.0% | 0.00% | – |
STR | New | QUESTAR CORP | $6,000 | – | 266 | +100.0% | 0.00% | – |
RY | New | ROYAL BK CDA MONTREAL QUE | $4,000 | – | 50 | +100.0% | 0.00% | – |
SYK | New | STRYKER CORP | $4,000 | – | 50 | +100.0% | 0.00% | – |
DDD | Buy | 3-D SYS CORP DEL | $7,000 | +133.3% | 160 | +220.0% | 0.00% | 0.0% |
SSEIQ | New | SEVENTY SEVEN ENERGY INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
VRTV | New | VERITIV CORP | $0 | – | 5 | +100.0% | 0.00% | – |
GMWSB | New | GENERAL MTRS CO | $0 | – | 1 | +100.0% | 0.00% | – |
GMWSA | New | GENERAL MTRS CO | $0 | – | 1 | +100.0% | 0.00% | – |
GM | New | GENERAL MTRS CO | $0 | – | 2 | +100.0% | 0.00% | – |
FTR | Buy | FRONTIER COMMUNICATIONS CORP | $1,000 | – | 77 | +165.5% | 0.00% | – |
DNDNQ | New | DENDREON CORP | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
AIGWS | New | AMERICAN INTL GROUP INC | $2,000 | – | 97 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2014-12-02
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.