$556 Million is the total value of ATWOOD & PALMER INC's 334 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CDW | Buy | CDW CORP | $27,552,000 | +14.4% | 528,931 | +0.4% | 4.96% | +13.3% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $26,843,000 | -4.2% | 273,877 | -0.2% | 4.83% | -5.1% |
| CSCO | Buy | CISCO SYS INC | $23,732,000 | -3.1% | 785,324 | +1.7% | 4.27% | -4.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $22,239,000 | +31.4% | 190,143 | +1.2% | 4.00% | +30.2% |
| INTC | Sell | INTEL CORP | $21,905,000 | -4.2% | 603,944 | -0.3% | 3.94% | -5.1% |
| LMT | LOCKHEED MARTIN CORP | $21,378,000 | +4.3% | 85,534 | 0.0% | 3.85% | +3.3% | |
| MA | Buy | MASTERCARD INCORPORATED | $19,708,000 | +2.0% | 190,881 | +0.5% | 3.55% | +1.0% |
| CELG | Buy | CELGENE CORP | $18,823,000 | +15.5% | 162,614 | +4.3% | 3.39% | +14.4% |
| FITB | Buy | FIFTH THIRD BANCORP | $18,405,000 | +32.9% | 682,409 | +0.8% | 3.31% | +31.7% |
| EBIX | Buy | EBIX INC | $17,960,000 | +1.5% | 314,813 | +1.1% | 3.23% | +0.5% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES | $17,179,000 | +10.2% | 200,270 | +3.6% | 3.09% | +9.1% |
| GILD | Sell | GILEAD SCIENCES INC | $16,686,000 | -10.5% | 233,019 | -1.1% | 3.00% | -11.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC | $16,321,000 | -9.7% | 115,668 | +1.8% | 2.94% | -10.5% |
| AMP | Buy | AMERIPRISE FINL INC | $15,874,000 | +13.3% | 143,085 | +1.9% | 2.86% | +12.3% |
| CVS | Sell | CVS HEALTH CORP | $15,594,000 | -12.6% | 197,620 | -1.5% | 2.80% | -13.5% |
| GOOG | Buy | ALPHABET INC | $15,522,000 | +2.3% | 20,111 | +3.0% | 2.79% | +1.4% |
| GE | Buy | GENERAL ELECTRIC CO | $15,226,000 | +12.4% | 481,838 | +5.4% | 2.74% | +11.3% |
| AAPL | Buy | APPLE INC | $13,999,000 | +4.7% | 120,872 | +2.2% | 2.52% | +3.7% |
| 3106PS | Buy | DELPHI AUTOMOTIVE PLC | $13,878,000 | -1.6% | 206,061 | +4.2% | 2.50% | -2.6% |
| AMLP | Buy | ALPS ETF TR | $12,929,000 | +3.2% | 1,026,118 | +3.9% | 2.33% | +2.2% |
| BSJI | Buy | CLAYMORE EXCHANGE TRD FD | $9,489,000 | +1.4% | 376,851 | +2.0% | 1.71% | +0.5% |
| BSJH | Sell | CLAYMORE EXCHANGE TRD FD | $9,417,000 | -0.4% | 364,723 | -0.0% | 1.69% | -1.3% |
| BDX | Buy | BECTON DICKINSON & CO | $8,841,000 | -7.7% | 53,405 | +0.2% | 1.59% | -8.6% |
| VRP | Buy | POWERSHARES ETF TR II | $8,713,000 | +8.6% | 354,045 | +12.6% | 1.57% | +7.6% |
| LKQ | Buy | LKQ CORP | $8,485,000 | -6.0% | 276,825 | +8.8% | 1.53% | -6.8% |
| BSCI | Buy | CLAYMORE EXCHANGE TRD FD | $7,940,000 | +6.3% | 374,889 | +7.0% | 1.43% | +5.2% |
| BSCH | Sell | CLAYMORE EXCHANGE TRD FD | $7,670,000 | -5.5% | 339,237 | -5.2% | 1.38% | -6.4% |
| NVO | Sell | NOVO-NORDISK A S | $7,221,000 | -29.3% | 201,368 | -18.0% | 1.30% | -30.0% |
| GOOGL | Buy | ALPHABET INC | $6,698,000 | -1.0% | 8,452 | +0.4% | 1.20% | -2.0% |
| TSO | Buy | TESORO CORP | $5,695,000 | +11.0% | 65,120 | +1.0% | 1.02% | +10.0% |
| BSCJ | Buy | CLAYMORE EXCHANGE TRD FD | $4,815,000 | +12.3% | 227,789 | +13.7% | 0.87% | +11.2% |
| IGSB | Buy | ISHARES TR | $4,663,000 | +7.8% | 44,433 | +8.6% | 0.84% | +6.7% |
| HIW | Sell | HIGHWOODS PPTYS INC | $4,592,000 | -59.2% | 90,021 | -58.3% | 0.83% | -59.6% |
| XOM | Sell | EXXON MOBIL CORP | $4,470,000 | +0.6% | 49,520 | -2.8% | 0.80% | -0.4% |
| KMB | Sell | KIMBERLY CLARK CORP | $4,437,000 | -12.4% | 38,883 | -3.1% | 0.80% | -13.3% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $4,360,000 | +3.6% | 49,115 | -0.2% | 0.78% | +2.5% |
| SPSB | Buy | SPDR SERIES TRUST | $4,071,000 | +1.3% | 133,358 | +2.1% | 0.73% | +0.3% |
| BSJJ | Buy | CLAYMORE EXCHANGE TRD FD | $3,688,000 | +8.5% | 152,759 | +9.0% | 0.66% | +7.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,340,000 | -3.5% | 28,987 | -1.0% | 0.60% | -4.3% |
| CL | COLGATE PALMOLIVE CO | $2,605,000 | -11.7% | 39,800 | 0.0% | 0.47% | -12.5% | |
| USB | Sell | US BANCORP DEL | $2,479,000 | +18.7% | 48,257 | -0.9% | 0.45% | +17.7% |
| HD | HOME DEPOT INC | $2,281,000 | +4.2% | 17,009 | 0.0% | 0.41% | +3.0% | |
| FV | Sell | FIRST TR EXCHANGE TRADED | $2,270,000 | -4.3% | 98,103 | -5.3% | 0.41% | -5.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $2,145,000 | +13.7% | 20,874 | -2.4% | 0.39% | +12.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,903,000 | -20.4% | 22,636 | -15.0% | 0.34% | -21.2% |
| FDN | Sell | FIRST TR EXCHANGE TRADED | $1,724,000 | -7.1% | 21,593 | -5.1% | 0.31% | -8.0% |
| AMGN | Sell | AMGEN INC | $1,649,000 | -28.3% | 11,281 | -18.1% | 0.30% | -28.9% |
| FXN | Sell | FIRST TR EXCHANGE TRADED | $1,638,000 | +2.2% | 99,190 | -4.6% | 0.30% | +1.4% |
| BSCK | Buy | CLAYMORE EXCHANGE TRD FD | $1,602,000 | +73.8% | 75,560 | +78.0% | 0.29% | +72.5% |
| FXU | Sell | FIRST TR EXCHANGE TRADED | $1,536,000 | -1.6% | 57,455 | -4.6% | 0.28% | -2.8% |
| STPZ | Sell | PIMCO ETF TR | $1,498,000 | -5.1% | 28,545 | -4.7% | 0.27% | -5.9% |
| FXD | Sell | FIRST TR EXCHANGE TRADED | $1,436,000 | -8.8% | 40,457 | -9.4% | 0.26% | -9.8% |
| FXG | Sell | FIRST TR EXCHANGE TRADED | $1,420,000 | -7.1% | 31,040 | -5.7% | 0.26% | -8.3% |
| PEP | PEPSICO INC | $1,278,000 | -3.8% | 12,211 | 0.0% | 0.23% | -4.6% | |
| WFC | Sell | WELLS FARGO & CO NEW | $1,269,000 | -1.4% | 23,027 | -20.8% | 0.23% | -2.6% |
| MO | ALTRIA GROUP INC | $1,210,000 | +6.9% | 17,900 | 0.0% | 0.22% | +5.8% | |
| UTX | UNITED TECHNOLOGIES CORP | $1,103,000 | +7.8% | 10,065 | 0.0% | 0.20% | +6.5% | |
| IBM | Sell | INTERNATIONAL BUSINESS MA | $1,056,000 | +0.8% | 6,364 | -3.5% | 0.19% | 0.0% |
| GSY | New | CLAYMORE EXCHANGE TRD FD | $1,002,000 | – | 20,000 | +100.0% | 0.18% | – |
| DFS | DISCOVER FINL SVCS | $977,000 | +27.5% | 13,550 | 0.0% | 0.18% | +26.6% | |
| PM | PHILIP MORRIS INTL INC | $979,000 | -5.9% | 10,700 | 0.0% | 0.18% | -6.9% | |
| SPY | SPDR S&P 500 ETF TR | $960,000 | +3.3% | 4,293 | 0.0% | 0.17% | +2.4% | |
| CBSH | Buy | COMMERCE BANCSHARES INC | $958,000 | +23.1% | 16,577 | +5.0% | 0.17% | +22.0% |
| OPK | OPKO HEALTH INC | $930,000 | -12.2% | 100,000 | 0.0% | 0.17% | -13.0% | |
| PAYX | PAYCHEX INC | $821,000 | +5.3% | 13,487 | 0.0% | 0.15% | +4.2% | |
| BMY | BRISTOL MYERS SQUIBB CO | $805,000 | +8.5% | 13,770 | 0.0% | 0.14% | +7.4% | |
| BSJK | Buy | CLAYMORE EXCHANGE TRD FD | $785,000 | +130.9% | 32,350 | +131.1% | 0.14% | +127.4% |
| IFV | Sell | FIRST TR EXCHANGE TRADED | $714,000 | -7.0% | 41,910 | -4.6% | 0.13% | -7.9% |
| CVX | CHEVRON CORP NEW | $693,000 | +14.4% | 5,891 | 0.0% | 0.12% | +13.6% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DE | $684,000 | +24.6% | 4,194 | +10.4% | 0.12% | +23.0% |
| PFE | Sell | PFIZER INC | $648,000 | -36.3% | 19,938 | -33.6% | 0.12% | -36.8% |
| NEE | NEXTERA ENERGY INC | $563,000 | -2.3% | 4,709 | 0.0% | 0.10% | -3.8% | |
| JPM | JPMORGAN CHASE & CO | $523,000 | +29.5% | 6,066 | 0.0% | 0.09% | +28.8% | |
| IEF | ISHARES TR | $524,000 | -6.3% | 5,000 | 0.0% | 0.09% | -7.8% | |
| ORCL | ORACLE CORP | $502,000 | -2.1% | 13,055 | 0.0% | 0.09% | -3.2% | |
| KO | COCA COLA CO | $493,000 | -2.2% | 11,898 | 0.0% | 0.09% | -3.3% | |
| VTI | VANGUARD INDEX FDS | $497,000 | +3.5% | 4,311 | 0.0% | 0.09% | +2.3% | |
| EPC | EDGEWELL PERS CARE CO | $461,000 | -8.2% | 6,312 | 0.0% | 0.08% | -8.8% | |
| PACW | PACWEST BANCORP DEL | $449,000 | +26.8% | 8,250 | 0.0% | 0.08% | +26.6% | |
| WBA | WALGREENS BOOTS ALLIANCE | $414,000 | +2.7% | 5,000 | 0.0% | 0.07% | +1.4% | |
| SRE | SEMPRA ENERGY | $403,000 | -6.1% | 4,000 | 0.0% | 0.07% | -6.4% | |
| ALL | ALLSTATE CORP | $408,000 | +7.4% | 5,500 | 0.0% | 0.07% | +5.8% | |
| CERN | Sell | CERNER CORP | $394,000 | -69.6% | 8,320 | -60.4% | 0.07% | -69.9% |
| BP | Sell | BP PLC | $388,000 | -21.9% | 10,375 | -26.5% | 0.07% | -22.2% |
| AEP | AMERICAN ELEC PWR INC | $391,000 | -2.0% | 6,214 | 0.0% | 0.07% | -2.8% | |
| MSFT | MICROSOFT CORP | $359,000 | +7.8% | 5,781 | 0.0% | 0.06% | +8.3% | |
| FB | FACEBOOK INC | $341,000 | -10.5% | 2,968 | 0.0% | 0.06% | -11.6% | |
| MCD | MCDONALDS CORP | $339,000 | +5.6% | 2,783 | 0.0% | 0.06% | +5.2% | |
| AMZN | Buy | AMAZON COM INC | $323,000 | +1.9% | 431 | +14.0% | 0.06% | 0.0% |
| PH | PARKER HANNIFIN CORP | $315,000 | +11.7% | 2,250 | 0.0% | 0.06% | +11.8% | |
| VUG | VANGUARD INDEX FDS | $312,000 | -0.6% | 2,800 | 0.0% | 0.06% | -1.8% | |
| QCOM | QUALCOMM INC | $313,000 | -4.9% | 4,800 | 0.0% | 0.06% | -6.7% | |
| EPD | ENTERPRISE PRODS PARTNERS | $303,000 | -1.9% | 11,200 | 0.0% | 0.06% | -1.8% | |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $308,000 | +4.4% | 4,479 | +7.2% | 0.06% | +1.9% |
| FBHS | FORTUNE BRANDS HOME & SEC | $289,000 | -8.0% | 5,400 | 0.0% | 0.05% | -8.8% | |
| BAC | BANK AMER CORP | $289,000 | +41.0% | 13,082 | 0.0% | 0.05% | +40.5% | |
| EMR | EMERSON ELEC CO | $283,000 | +2.2% | 5,075 | 0.0% | 0.05% | +2.0% | |
| RF | REGIONS FINL CORP NEW | $267,000 | +45.1% | 18,625 | 0.0% | 0.05% | +45.5% | |
| HON | HONEYWELL INTL INC | $261,000 | -0.4% | 2,250 | 0.0% | 0.05% | -2.1% | |
| SAIA | SAIA INC | $260,000 | +46.9% | 5,893 | 0.0% | 0.05% | +46.9% | |
| CAT | CATERPILLAR INC DEL | $255,000 | +4.5% | 2,754 | 0.0% | 0.05% | +4.5% | |
| DIS | DISNEY WALT CO | $252,000 | +12.5% | 2,414 | 0.0% | 0.04% | +9.8% | |
| MDT | MEDTRONIC PLC | $249,000 | -17.5% | 3,500 | 0.0% | 0.04% | -18.2% | |
| ENR | ENERGIZER HLDGS INC NEW | $240,000 | -10.8% | 5,387 | 0.0% | 0.04% | -12.2% | |
| DE | DEERE & CO | $232,000 | +20.8% | 2,250 | 0.0% | 0.04% | +20.0% | |
| MRK | MERCK & CO INC | $232,000 | -5.7% | 3,942 | 0.0% | 0.04% | -6.7% | |
| GIS | GENERAL MLS INC | $225,000 | -3.4% | 3,642 | 0.0% | 0.04% | -4.8% | |
| MMM | 3M CO | $217,000 | +1.4% | 1,214 | 0.0% | 0.04% | 0.0% | |
| RTN | RAYTHEON CO | $213,000 | +4.4% | 1,500 | 0.0% | 0.04% | +2.7% | |
| PHG | KONINKLIJKE PHILIPS N V | $199,000 | +3.1% | 6,516 | 0.0% | 0.04% | +2.9% | |
| TJX | TJX COS INC NEW | $199,000 | +0.5% | 2,650 | 0.0% | 0.04% | 0.0% | |
| ABB | Buy | ABB LTD | $200,000 | -1.5% | 9,500 | +5.6% | 0.04% | -2.7% |
| BIIB | BIOGEN INC | $199,000 | -9.1% | 700 | 0.0% | 0.04% | -10.0% | |
| MNR | MONMOUTH REAL ESTATE INVT | $195,000 | +7.1% | 12,780 | 0.0% | 0.04% | +6.1% | |
| DOW | DOW CHEM CO | $189,000 | +10.5% | 3,300 | 0.0% | 0.03% | +9.7% | |
| WY | WEYERHAEUSER CO | $189,000 | -6.0% | 6,296 | 0.0% | 0.03% | -8.1% | |
| CFFN | CAPITOL FED FINL INC | $185,000 | +17.1% | 11,263 | 0.0% | 0.03% | +13.8% | |
| HYH | HALYARD HEALTH INC | $180,000 | +6.5% | 4,881 | 0.0% | 0.03% | +3.2% | |
| CHKP | CHECK POINT SOFTWARE TECH | $180,000 | +9.1% | 2,126 | 0.0% | 0.03% | +6.7% | |
| PX | PRAXAIR INC | $176,000 | -2.8% | 1,500 | 0.0% | 0.03% | -3.0% | |
| CMCSA | COMCAST CORP NEW | $170,000 | +4.3% | 2,464 | 0.0% | 0.03% | +3.3% | |
| MBB | ISHARES TR | $154,000 | -3.8% | 1,452 | 0.0% | 0.03% | -3.4% | |
| RSP | Sell | RYDEX ETF TRUST | $157,000 | -0.6% | 1,810 | -4.0% | 0.03% | -3.4% |
| GLD | SPDR GOLD TRUST | $152,000 | -13.1% | 1,391 | 0.0% | 0.03% | -15.6% | |
| FI | FRANKS INTL N V | $142,000 | -5.3% | 11,500 | 0.0% | 0.03% | -3.7% | |
| DVY | ISHARES TR | $136,000 | +3.0% | 1,539 | 0.0% | 0.02% | 0.0% | |
| D | DOMINION RES INC VA NEW | $128,000 | +3.2% | 1,667 | 0.0% | 0.02% | 0.0% | |
| LH | LABORATORY CORP AMER HLDG | $128,000 | -6.6% | 1,000 | 0.0% | 0.02% | -8.0% | |
| LQD | ISHARES TR | $126,000 | -5.3% | 1,079 | 0.0% | 0.02% | -4.2% | |
| ET | Sell | ENERGY TRANSFER EQUITY L | $120,000 | -58.5% | 6,200 | -64.0% | 0.02% | -57.7% |
| MMP | MAGELLAN MIDSTREAM PRTNRS | $121,000 | +7.1% | 1,600 | 0.0% | 0.02% | +4.8% | |
| AZO | AUTOZONE INC | $118,000 | +2.6% | 150 | 0.0% | 0.02% | 0.0% | |
| SBUX | STARBUCKS CORP | $112,000 | +2.8% | 2,010 | 0.0% | 0.02% | 0.0% | |
| ENB | ENBRIDGE INC | $105,000 | -5.4% | 2,500 | 0.0% | 0.02% | -5.0% | |
| CORR | CORENERGY INFRASTRUCTURE | $105,000 | +19.3% | 3,000 | 0.0% | 0.02% | +18.8% | |
| LGIH | LGI HOMES INC | $102,000 | -21.5% | 3,536 | 0.0% | 0.02% | -25.0% | |
| ECL | ECOLAB INC | $102,000 | -3.8% | 867 | 0.0% | 0.02% | -5.3% | |
| UNP | UNION PAC CORP | $102,000 | +6.2% | 982 | 0.0% | 0.02% | +5.9% | |
| TIP | ISHARES TR | $101,000 | -2.9% | 889 | 0.0% | 0.02% | -5.3% | |
| CW | CURTISS WRIGHT CORP | $98,000 | +7.7% | 1,000 | 0.0% | 0.02% | +5.9% | |
| ANET | ARISTA NETWORKS INC | $97,000 | +14.1% | 1,000 | 0.0% | 0.02% | +13.3% | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $93,000 | -8.8% | 400 | -15.8% | 0.02% | -10.5% |
| SAVE | SPIRIT AIRLS INC | $93,000 | +36.8% | 1,607 | 0.0% | 0.02% | +41.7% | |
| DXCM | Buy | DEXCOM INC | $91,000 | -18.0% | 1,518 | +19.7% | 0.02% | -20.0% |
| POST | POST HLDGS INC | $89,000 | +4.7% | 1,103 | 0.0% | 0.02% | +6.7% | |
| COST | COSTCO WHSL CORP NEW | $83,000 | +5.1% | 517 | 0.0% | 0.02% | +7.1% | |
| SCHR | SCHWAB STRATEGIC TR | $83,000 | -4.6% | 1,564 | 0.0% | 0.02% | -6.2% | |
| EMN | EASTMAN CHEM CO | $83,000 | +12.2% | 1,100 | 0.0% | 0.02% | +15.4% | |
| MON | Sell | MONSANTO CO NEW | $78,000 | -29.1% | 741 | -31.0% | 0.01% | -30.0% |
| TDTF | FLEXSHARES TR | $72,000 | -2.7% | 2,892 | 0.0% | 0.01% | 0.0% | |
| GRMN | Buy | GARMIN LTD | $74,000 | +196.0% | 1,527 | +189.8% | 0.01% | +160.0% |
| SCHH | SCHWAB STRATEGIC TR | $71,000 | -4.1% | 1,732 | 0.0% | 0.01% | 0.0% | |
| T | Sell | AT&T INC | $71,000 | -14.5% | 1,666 | -18.5% | 0.01% | -13.3% |
| ITW | ILLINOIS TOOL WKS INC | $73,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR | $73,000 | -1.4% | 868 | 0.0% | 0.01% | 0.0% | |
| FLS | FLOWSERVE CORP | $68,000 | -1.4% | 1,425 | 0.0% | 0.01% | -7.7% | |
| CEQP | CRESTWOOD EQUITY PARTNERS | $64,000 | +20.8% | 2,500 | 0.0% | 0.01% | +20.0% | |
| MCK | MCKESSON CORP | $67,000 | -15.2% | 475 | 0.0% | 0.01% | -14.3% | |
| PSX | PHILLIPS 66 | $66,000 | +8.2% | 763 | 0.0% | 0.01% | +9.1% | |
| VEU | VANGUARD INTL EQUITY INDE | $67,000 | -2.9% | 1,508 | 0.0% | 0.01% | -7.7% | |
| WR | Sell | WESTAR ENERGY INC | $59,000 | -49.1% | 1,050 | -48.8% | 0.01% | -47.6% |
| EGOV | New | NIC INC | $60,000 | – | 2,500 | +100.0% | 0.01% | – |
| DST | DST SYS INC DEL | $62,000 | -8.8% | 574 | 0.0% | 0.01% | -8.3% | |
| CXO | CONCHO RES INC | $53,000 | -3.6% | 400 | 0.0% | 0.01% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDS | $54,000 | -1.8% | 684 | 0.0% | 0.01% | 0.0% | |
| EPM | EVOLUTION PETROLEUM CORP | $50,000 | +61.3% | 5,000 | 0.0% | 0.01% | +50.0% | |
| TRGP | TARGA RES CORP | $52,000 | +13.0% | 930 | 0.0% | 0.01% | +12.5% | |
| ALGT | ALLEGIANT TRAVEL CO | $50,000 | +25.0% | 300 | 0.0% | 0.01% | +28.6% | |
| HTLF | HEARTLAND FINL USA INC | $48,000 | +33.3% | 1,000 | 0.0% | 0.01% | +28.6% | |
| ABT | Buy | ABBOTT LABS | $49,000 | +4.3% | 1,270 | +13.4% | 0.01% | 0.0% |
| KMI | KINDER MORGAN INC DEL | $49,000 | -10.9% | 2,361 | 0.0% | 0.01% | -10.0% | |
| SPH | SUBURBAN PROPANE PARTNERS | $45,000 | -10.0% | 1,500 | 0.0% | 0.01% | -11.1% | |
| ED | CONSOLIDATED EDISON INC | $45,000 | -2.2% | 613 | 0.0% | 0.01% | 0.0% | |
| EMB | ISHARES TR | $43,000 | -4.4% | 388 | 0.0% | 0.01% | 0.0% | |
| VV | New | VANGUARD INDEX FDS | $42,000 | – | 412 | +100.0% | 0.01% | – |
| AMT | AMERICAN TOWER CORP NEW | $42,000 | -6.7% | 400 | 0.0% | 0.01% | 0.0% | |
| TXMD | THERAPEUTICSMD INC | $43,000 | -15.7% | 7,504 | 0.0% | 0.01% | -11.1% | |
| TGT | TARGET CORP | $44,000 | +7.3% | 604 | 0.0% | 0.01% | +14.3% | |
| BK | BANK NEW YORK MELLON CORP | $47,000 | +17.5% | 1,000 | 0.0% | 0.01% | +14.3% | |
| NP | NEENAH PAPER INC | $43,000 | +7.5% | 500 | 0.0% | 0.01% | +14.3% | |
| TOTL | SSGA ACTIVE ETF TR | $45,000 | -2.2% | 922 | 0.0% | 0.01% | 0.0% | |
| VEA | New | VANGUARD TAX MANAGED INTL | $41,000 | – | 1,130 | +100.0% | 0.01% | – |
| UNH | UNITEDHEALTH GROUP INC | $40,000 | +14.3% | 253 | 0.0% | 0.01% | +16.7% | |
| PVI | POWERSHARES ETF TR II | $39,000 | 0.0% | 1,560 | 0.0% | 0.01% | 0.0% | |
| MGPI | MGP INGREDIENTS INC NEW | $37,000 | +23.3% | 750 | 0.0% | 0.01% | +40.0% | |
| LLY | LILLY ELI & CO | $38,000 | -9.5% | 518 | 0.0% | 0.01% | -12.5% | |
| K | KELLOGG CO | $33,000 | -5.7% | 450 | 0.0% | 0.01% | 0.0% | |
| XHR | XENIA HOTELS & RESORTS IN | $36,000 | +28.6% | 1,844 | 0.0% | 0.01% | +20.0% | |
| YUM | YUM BRANDS INC | $35,000 | -30.0% | 550 | 0.0% | 0.01% | -33.3% | |
| RDSA | ROYAL DUTCH SHELL PLC | $33,000 | +10.0% | 600 | 0.0% | 0.01% | +20.0% | |
| QTEC | New | FIRST TR NASDAQ100 TECH I | $35,000 | – | 665 | +100.0% | 0.01% | – |
| WMT | WAL-MART STORES INC | $35,000 | -2.8% | 500 | 0.0% | 0.01% | -14.3% | |
| WEC | Sell | WEC ENERGY GROUP INC | $31,000 | -77.9% | 531 | -77.2% | 0.01% | -76.0% |
| AXAS | ABRAXAS PETE CORP | $35,000 | +52.2% | 13,500 | 0.0% | 0.01% | +50.0% | |
| V | VISA INC | $33,000 | -5.7% | 428 | 0.0% | 0.01% | 0.0% | |
| VZ | VERIZON COMMUNICATIONS IN | $36,000 | +2.9% | 667 | 0.0% | 0.01% | 0.0% | |
| SDY | SPDR SERIES TRUST | $28,000 | +3.7% | 325 | 0.0% | 0.01% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $26,000 | +4.0% | 500 | 0.0% | 0.01% | 0.0% | |
| JWN | NORDSTROM INC | $29,000 | -9.4% | 615 | 0.0% | 0.01% | -16.7% | |
| HRB | BLOCK H & R INC | $26,000 | -3.7% | 1,146 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED | $28,000 | +7.7% | 209 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $26,000 | -3.7% | 351 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $30,000 | +15.4% | 400 | 0.0% | 0.01% | 0.0% | |
| HTH | HILLTOP HOLDINGS INC | $30,000 | +36.4% | 1,000 | 0.0% | 0.01% | +25.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $28,000 | -12.5% | 155 | 0.0% | 0.01% | -16.7% | |
| BND | VANGUARD BD INDEX FD INC | $27,000 | -3.6% | 329 | 0.0% | 0.01% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $26,000 | +8.3% | 530 | 0.0% | 0.01% | +25.0% | |
| IWS | ISHARES TR | $29,000 | +3.6% | 364 | 0.0% | 0.01% | 0.0% | |
| SCHA | SCHWAB STRATEGIC TR | $28,000 | +7.7% | 455 | 0.0% | 0.01% | 0.0% | |
| UMBF | UMB FINL CORP | $27,000 | +28.6% | 350 | 0.0% | 0.01% | +25.0% | |
| AGG | ISHARES TR | $30,000 | -6.2% | 281 | 0.0% | 0.01% | -16.7% | |
| ORLY | O REILLY AUTOMOTIVE INC N | $28,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $28,000 | +7.7% | 610 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE COM INC | $24,000 | -4.0% | 348 | 0.0% | 0.00% | -20.0% | |
| IGIB | ISHARES TR | $24,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $24,000 | +50.0% | 100 | 0.0% | 0.00% | +33.3% | |
| GTY | New | GETTY RLTY CORP NEW | $22,000 | – | 879 | +100.0% | 0.00% | – |
| LMNX | New | LUMINEX CORP DEL | $20,000 | – | 1,000 | +100.0% | 0.00% | – |
| MDLZ | MONDELEZ INTL INC | $21,000 | 0.0% | 484 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $23,000 | 0.0% | 444 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $24,000 | +4.3% | 720 | 0.0% | 0.00% | 0.0% | |
| EEFT | New | EURONET WORLDWIDE INC | $22,000 | – | 300 | +100.0% | 0.00% | – |
| SO | SOUTHERN CO | $20,000 | -4.8% | 400 | 0.0% | 0.00% | 0.0% | |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS | $20,000 | – | 350 | +100.0% | 0.00% | – |
| S | SPRINT CORP | $22,000 | +29.4% | 2,586 | 0.0% | 0.00% | +33.3% | |
| APC | ANADARKO PETE CORP | $21,000 | +10.5% | 304 | 0.0% | 0.00% | +33.3% | |
| VNQ | VANGUARD INDEX FDS | $24,000 | -7.7% | 295 | 0.0% | 0.00% | -20.0% | |
| ACAS | AMERICAN CAP LTD | $24,000 | +4.3% | 1,332 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOL | $20,000 | -20.0% | 1,925 | 0.0% | 0.00% | -20.0% | |
| WM | New | WASTE MGMT INC DEL | $21,000 | – | 300 | +100.0% | 0.00% | – |
| AFL | AFLAC INC | $22,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $18,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| FBZ | FIRST TR EXCH TRD ALPHA F | $14,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% | |
| FSZ | FIRST TR EXCH TRD ALPHA F | $14,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% | |
| IVV | ISHARES TR | $19,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $19,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| VLO | Sell | VALERO ENERGY CORP NEW | $17,000 | -94.8% | 250 | -95.9% | 0.00% | -94.9% |
| ES | EVERSOURCE ENERGY | $14,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| TASR | New | TASER INTL INC | $17,000 | – | 700 | +100.0% | 0.00% | – |
| ADBE | ADOBE SYS INC | $15,000 | -6.2% | 150 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $18,000 | +5.9% | 720 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $16,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| FLN | FIRST TR EXCH TRD ALPHA F | $14,000 | 0.0% | 765 | 0.0% | 0.00% | 0.0% | |
| YUMC | New | YUM CHINA HLDGS INC | $14,000 | – | 550 | +100.0% | 0.00% | – |
| FGM | FIRST TR EXCH TRD ALPHA F | $14,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
| FXR | New | FIRST TR EXCHANGE TRADED | $19,000 | – | 570 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $19,000 | – | 200 | +100.0% | 0.00% | – |
| VAR | New | VARIAN MED SYS INC | $9,000 | – | 100 | +100.0% | 0.00% | – |
| PFLT | PENNANTPARK FLOATING RATE | $9,000 | +12.5% | 640 | 0.0% | 0.00% | +100.0% | |
| EDE | EMPIRE DIST ELEC CO | $9,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| EEP | ENBRIDGE ENERGY PARTNERS | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $13,000 | +18.2% | 342 | 0.0% | 0.00% | 0.0% | |
| SE | SPECTRA ENERGY CORP | $9,000 | -10.0% | 225 | 0.0% | 0.00% | 0.0% | |
| PARNF | PARNELL PHARMACEUT HLDGS | $12,000 | -50.0% | 16,900 | 0.0% | 0.00% | -50.0% | |
| BBBY | BED BATH & BEYOND INC | $12,000 | -7.7% | 300 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ABBV | New | ABBVIE INC | $9,000 | – | 150 | +100.0% | 0.00% | – |
| HUM | HUMANA INC | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| SPLV | POWERSHARES ETF TR II | $10,000 | 0.0% | 244 | 0.0% | 0.00% | 0.0% | |
| FEYE | FIREEYE INC | $12,000 | -20.0% | 1,000 | 0.0% | 0.00% | -33.3% | |
| TSM | TAIWAN SEMICONDUCTOR MFG | $11,000 | -8.3% | 377 | 0.0% | 0.00% | 0.0% | |
| PTLA | PORTOLA PHARMACEUTICALS I | $11,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA MTRS INC | $9,000 | +12.5% | 40 | 0.0% | 0.00% | +100.0% | |
| TXN | TEXAS INSTRS INC | $12,000 | +9.1% | 162 | 0.0% | 0.00% | 0.0% | |
| SJNK | New | SPDR SER TR | $10,000 | – | 363 | +100.0% | 0.00% | – |
| ADX | ADAMS DIVERSIFIED EQUITY | $13,000 | -7.1% | 1,057 | 0.0% | 0.00% | -33.3% | |
| TM | TOYOTA MOTOR CORP | $10,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| LOW | LOWES COS INC | $13,000 | -7.1% | 187 | 0.0% | 0.00% | -33.3% | |
| IWP | ISHARES TR | $13,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EWW | ISHARES | $13,000 | -13.3% | 300 | 0.0% | 0.00% | -33.3% | |
| CLX | CLOROX CO DEL | $10,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $9,000 | -10.0% | 208 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $9,000 | +28.6% | 150 | 0.0% | 0.00% | +100.0% | |
| FNI | FIRST TR EXCHANGE TRADED | $13,000 | -13.3% | 480 | 0.0% | 0.00% | -33.3% | |
| XLE | New | SELECT SECTOR SPDR TR | $5,000 | – | 60 | +100.0% | 0.00% | – |
| DKS | DICKS SPORTING GOODS INC | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| OPHT | New | OPHTHOTECH CORP | $4,000 | – | 750 | +100.0% | 0.00% | – |
| DHI | D R HORTON INC | $4,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PUK | PRUDENTIAL PLC | $5,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| CLVS | CLOVIS ONCOLOGY INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GWX | SPDR INDEX SHS FDS | $4,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| LUMN | Sell | CENTURYLINK INC | $3,000 | -62.5% | 118 | -60.4% | 0.00% | 0.0% |
| NTTYY | NIPPON TELEG & TEL CORP | $5,000 | -16.7% | 123 | 0.0% | 0.00% | 0.0% | |
| FBIZ | New | FIRST BUS FINL SVCS INC W | $5,000 | – | 200 | +100.0% | 0.00% | – |
| SLB | SCHLUMBERGER LTD | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| NAUH | NATIONAL AMERN UNIV HLDGS | $4,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| BDSI | BIODELIVERY SCIENCES INTL | $4,000 | -20.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| BCR | BARD C R INC | $6,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| SXL | SUNOCO LOGISTICS PRTNRS L | $4,000 | -20.0% | 174 | 0.0% | 0.00% | 0.0% | |
| TEP | TALLGRASS ENERGY PARTNERS | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $5,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| AVP | AVON PRODS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP | $3,000 | +50.0% | 4,000 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $8,000 | -33.3% | 504 | 0.0% | 0.00% | -50.0% | |
| BSV | VANGUARD BD INDEX FD INC | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $5,000 | -16.7% | 650 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RES INC | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDE | $3,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| FMS | Sell | FRESENIUS MED CARE AG&CO | $3,000 | -87.5% | 70 | -87.0% | 0.00% | -75.0% |
| KHC | KRAFT HEINZ CO | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| TRSK | Sell | JANUS DETROIT STR TR | $3,000 | -25.0% | 100 | -27.5% | 0.00% | 0.0% |
| FLOT | ISHARES TR | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GPRO | GOPRO INC | $3,000 | -40.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA CELLULAR THERAPIES | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GIB | GROUPE CGI INC | $8,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| IYM | ISHARES TR | $6,000 | +20.0% | 68 | 0.0% | 0.00% | 0.0% | |
| HSC | HARSCO CORP | $7,000 | +40.0% | 500 | 0.0% | 0.00% | 0.0% | |
| FLEX | FLEX LTD | $5,000 | 0.0% | 376 | 0.0% | 0.00% | 0.0% | |
| TGP | TEEKAY LNG PARTNERS L P | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FBT | FIRST TR EXCHANGE TRADED | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| PIPR | PIPER JAFFRAY COS | $1,000 | – | 9 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| ASIX | New | ADVANSIX INC | $2,000 | – | 90 | +100.0% | 0.00% | – |
| APEI | AMERICAN PUBLIC EDUCATION | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| CHK | CHESAPEAKE ENERGY CORP | $2,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
| ABC | AMERISOURCEBERGEN CORP | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| ADNT | New | ADIENT PLC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| TRIB | TRINITY BIOTECH PLC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ACUR | ACURA PHARMACEUTICALS INC | $1,000 | -50.0% | 1,010 | 0.0% | 0.00% | – | |
| SRCL | STERICYCLE INC | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| INAP | INTERNAP CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| DIN | DINEEQUITY INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| FXH | FIRST TR EXCHANGE TRADED | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| IP | INTL PAPER CO | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP NE | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| UAA | Exit | UNDER ARMOUR INC | $0 | – | -137 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS A G | $0 | – | -40 | -100.0% | -0.00% | – |
| EPIQ | Exit | EPIQ SYS INC | $0 | – | -225 | -100.0% | -0.00% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -222 | -100.0% | -0.00% | – |
| MLPN | Exit | CREDIT SUISSE NASSAU BRH | $0 | – | -271 | -100.0% | -0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LT | $0 | – | -172 | -100.0% | -0.00% | – |
| SHPG | Exit | SHIRE PLC | $0 | – | -50 | -100.0% | -0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -266 | -100.0% | -0.00% | – |
| UA | Exit | UNDER ARMOUR INC | $0 | – | -1,047 | -100.0% | -0.01% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -800 | -100.0% | -0.01% | – |
| PFF | Exit | ISHARES TR | $0 | – | -1,168 | -100.0% | -0.01% | – |
| MPLX | Exit | MPLX LP | $0 | – | -4,900 | -100.0% | -0.03% | – |
| WMB | Exit | WILLIAMS COS INC DEL | $0 | – | -7,215 | -100.0% | -0.04% | – |
| PTXP | Exit | PENNTEX MIDSTREAM PARTNERS | $0 | – | -13,000 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-06
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.