$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 2.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $21,378,000 | +4.3% | 85,534 | 0.0% | 3.85% | +3.3% | |
| CL | COLGATE PALMOLIVE CO | $2,605,000 | -11.7% | 39,800 | 0.0% | 0.47% | -12.5% | |
| HD | HOME DEPOT INC | $2,281,000 | +4.2% | 17,009 | 0.0% | 0.41% | +3.0% | |
| PEP | PEPSICO INC | $1,278,000 | -3.8% | 12,211 | 0.0% | 0.23% | -4.6% | |
| 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% | |
| 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% | |
| 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% | |
| CVX | CHEVRON CORP NEW | $693,000 | +14.4% | 5,891 | 0.0% | 0.12% | +13.6% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| SAVE | SPIRIT AIRLS INC | $93,000 | +36.8% | 1,607 | 0.0% | 0.02% | +41.7% | |
| 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% | |
| TDTF | FLEXSHARES TR | $72,000 | -2.7% | 2,892 | 0.0% | 0.01% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TR | $71,000 | -4.1% | 1,732 | 0.0% | 0.01% | 0.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| WMT | WAL-MART STORES INC | $35,000 | -2.8% | 500 | 0.0% | 0.01% | -14.3% | |
| 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% | |
| 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% | |
| SO | SOUTHERN CO | $20,000 | -4.8% | 400 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| 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% | |
| ES | EVERSOURCE ENERGY | $14,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| FGM | FIRST TR EXCH TRD ALPHA F | $14,000 | 0.0% | 375 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| 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% | |
| 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% | |
| DKS | DICKS SPORTING GOODS INC | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| NTTYY | NIPPON TELEG & TEL CORP | $5,000 | -16.7% | 123 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| KHC | KRAFT HEINZ CO | $3,000 | 0.0% | 34 | 0.0% | 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% | – | |
| 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% | – | |
| 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% | – |
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.