$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | New | VANGUARD INDEX FDS | $558,000 | – | 5,600 | +100.0% | 0.10% | – |
| XLK | New | SELECT SECTOR SPDR TR | $319,000 | – | 8,000 | +100.0% | 0.06% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $222,000 | – | 5,400 | +100.0% | 0.04% | – |
| XLF | New | SELECT SECTOR SPDR TR | $185,000 | – | 8,000 | +100.0% | 0.04% | – |
| CMP | New | COMPASS MINERALS INTL INC | $169,000 | – | 2,000 | +100.0% | 0.03% | – |
| ATLS | New | ATLAS ENERGY LP | $172,000 | – | 3,900 | +100.0% | 0.03% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROUP | $74,000 | – | 2,000 | +100.0% | 0.01% | – |
| 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% | – |
| IJH | New | ISHARES TR | $60,000 | – | 439 | +100.0% | 0.01% | – |
| 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% | – |
| 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% | – |
| WDAY | New | WORKDAY INC | $41,000 | – | 500 | +100.0% | 0.01% | – |
| 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% | – |
| VFC | New | V F CORP | $26,000 | – | 400 | +100.0% | 0.01% | – |
| AMX | New | AMERICA MOVIL SAB DE CV | $25,000 | – | 1,000 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FD INC | $27,000 | – | 325 | +100.0% | 0.01% | – |
| 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% | – |
| LEG | New | LEGGETT & PLATT INC | $19,000 | – | 530 | +100.0% | 0.00% | – |
| 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% | – |
| EFX | New | EQUIFAX INC | $15,000 | – | 200 | +100.0% | 0.00% | – |
| 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% | – |
| 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% | – |
| 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.