$691 Million is the total value of ATWOOD & PALMER INC's 301 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 14.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFV | Buy | FIRST TR EXCHANGE TRADED FD | $49,307,000 | +11.1% | 2,306,231 | +2.1% | 7.14% | +2.6% |
| BSWN | Buy | UBS AG LONDON BRH | $32,716,000 | +70.0% | 1,797,574 | +94.0% | 4.74% | +56.9% |
| CDW | Sell | CDW CORP | $28,407,000 | -0.1% | 430,412 | -5.4% | 4.11% | -7.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $26,478,000 | +11.6% | 85,334 | -0.1% | 3.83% | +3.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $25,631,000 | +9.6% | 190,180 | +1.5% | 3.71% | +1.1% |
| MA | Sell | MASTERCARD INCORPORATED | $24,029,000 | +8.0% | 170,176 | -7.1% | 3.48% | -0.4% |
| CELG | Sell | CELGENE CORP | $23,871,000 | +10.0% | 163,699 | -2.1% | 3.46% | +1.5% |
| CSCO | Sell | CISCO SYS INC | $23,332,000 | +0.9% | 693,771 | -6.1% | 3.38% | -6.9% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $22,978,000 | +3.0% | 203,185 | -0.3% | 3.33% | -4.9% |
| INTC | Sell | INTEL CORP | $21,536,000 | +7.8% | 565,548 | -4.5% | 3.12% | -0.5% |
| AMP | Buy | AMERIPRISE FINL INC | $21,436,000 | +18.3% | 144,341 | +1.4% | 3.10% | +9.2% |
| EBIX | Buy | EBIX INC | $21,230,000 | +27.3% | 325,367 | +5.2% | 3.07% | +17.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $21,129,000 | +7.1% | 111,677 | -1.2% | 3.06% | -1.2% |
| 3106PS | Sell | DELPHI AUTOMOTIVE PLC | $20,205,000 | +11.1% | 205,338 | -1.0% | 2.92% | +2.6% |
| GOOG | Sell | ALPHABET INC | $18,826,000 | +3.9% | 19,628 | -1.6% | 2.73% | -4.1% |
| GILD | Sell | GILEAD SCIENCES INC | $18,413,000 | +13.3% | 227,268 | -1.0% | 2.67% | +4.6% |
| FITB | Sell | FIFTH THIRD BANCORP | $18,114,000 | +3.0% | 647,383 | -4.4% | 2.62% | -4.9% |
| AAPL | Sell | APPLE INC | $18,068,000 | +4.7% | 117,234 | -2.1% | 2.62% | -3.3% |
| CVS | Sell | CVS HEALTH CORP | $16,280,000 | -0.0% | 200,191 | -1.1% | 2.36% | -7.7% |
| VRP | Buy | POWERSHARES ETF TR II | $14,615,000 | +3.1% | 561,039 | +3.5% | 2.12% | -4.9% |
| BSJI | Sell | CLAYMORE EXCHANGE TRD FD TR | $10,800,000 | -2.7% | 426,381 | -2.4% | 1.56% | -10.2% |
| LKQ | Sell | LKQ CORP | $10,361,000 | +8.6% | 287,880 | -0.6% | 1.50% | +0.2% |
| BDX | Sell | BECTON DICKINSON & CO | $10,223,000 | +0.1% | 52,169 | -0.4% | 1.48% | -7.7% |
| AMLP | Sell | ALPS ETF TR | $9,552,000 | -23.8% | 851,306 | -18.8% | 1.38% | -29.7% |
| BSCI | Sell | CLAYMORE EXCHANGE TRD FD TR | $9,133,000 | -4.0% | 431,016 | -3.7% | 1.32% | -11.5% |
| BSJJ | Buy | CLAYMORE EXCHANGE TRD FD TR | $8,222,000 | +1.5% | 332,721 | +1.3% | 1.19% | -6.4% |
| BSCJ | Buy | CLAYMORE EXCHANGE TRD FD TR | $8,165,000 | +0.2% | 384,252 | +0.2% | 1.18% | -7.6% |
| GSY | Buy | CLAYMORE EXCHANGE TRD FD TR | $7,863,000 | +105.9% | 156,105 | +105.6% | 1.14% | +90.0% |
| URI | Buy | UNITED RENTALS INC | $7,858,000 | +26.8% | 56,635 | +3.0% | 1.14% | +17.1% |
| GOOGL | Sell | ALPHABET INC | $7,325,000 | -4.3% | 7,523 | -8.6% | 1.06% | -11.7% |
| ON | Buy | ON SEMICONDUCTOR CORP | $7,195,000 | +37.7% | 389,550 | +4.7% | 1.04% | +27.1% |
| UNM | Buy | UNUM GROUP | $6,501,000 | +17.4% | 127,137 | +7.0% | 0.94% | +8.3% |
| BSCK | Buy | CLAYMORE EXCHANGE TRD FD TR | $6,295,000 | +0.6% | 292,636 | +0.5% | 0.91% | -7.1% |
| BSJK | Buy | CLAYMORE EXCHANGE TRD FD TR | $5,931,000 | +3.4% | 237,637 | +2.9% | 0.86% | -4.6% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $4,929,000 | -2.2% | 47,956 | -1.1% | 0.71% | -9.6% |
| KMB | KIMBERLY CLARK CORP | $4,504,000 | -8.9% | 38,275 | 0.0% | 0.65% | -15.9% | |
| BSJH | Sell | CLAYMORE EXCHANGE TRD FD TR | $4,369,000 | -7.2% | 169,888 | -7.2% | 0.63% | -14.3% |
| HIW | Sell | HIGHWOODS PPTYS INC | $4,313,000 | -1.9% | 82,790 | -4.5% | 0.62% | -9.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,962,000 | -2.4% | 30,474 | -0.7% | 0.57% | -9.9% |
| XOM | Sell | EXXON MOBIL CORP | $3,771,000 | -4.0% | 45,994 | -5.5% | 0.55% | -11.4% |
| VNLA | New | JANUS DETROIT STR TR | $3,116,000 | – | 61,900 | +100.0% | 0.45% | – |
| HD | HOME DEPOT INC | $3,034,000 | +6.6% | 18,549 | 0.0% | 0.44% | -1.6% | |
| FV | Buy | FIRST TR EXCHANGE TRADED FD | $3,034,000 | +7.4% | 115,918 | +1.8% | 0.44% | -0.9% |
| CL | COLGATE PALMOLIVE CO | $3,016,000 | -1.7% | 41,400 | 0.0% | 0.44% | -9.1% | |
| FDN | Buy | FIRST TR EXCHANGE TRADED FD | $2,352,000 | +13.4% | 22,980 | +5.0% | 0.34% | +4.9% |
| PG | PROCTER AND GAMBLE CO | $2,332,000 | +4.4% | 25,636 | 0.0% | 0.34% | -3.4% | |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $2,271,000 | +14.7% | 33,320 | +5.0% | 0.33% | +5.8% |
| USB | Sell | US BANCORP DEL | $2,247,000 | -3.1% | 41,921 | -6.2% | 0.32% | -10.7% |
| AMGN | AMGEN INC | $2,085,000 | +8.3% | 11,181 | 0.0% | 0.30% | 0.0% | |
| FXR | Buy | FIRST TR EXCHANGE TRADED FD | $2,070,000 | +11.3% | 55,760 | +6.0% | 0.30% | +2.7% |
| FTXO | Buy | FIRST TR EXCHANGE TRADED FD | $1,996,000 | +11.1% | 72,250 | +6.3% | 0.29% | +2.5% |
| FXU | Buy | FIRST TR EXCHANGE TRADED FD | $1,885,000 | +6.0% | 69,780 | +6.5% | 0.27% | -2.2% |
| IGSB | ISHARES TR | $1,873,000 | +0.1% | 17,780 | 0.0% | 0.27% | -7.8% | |
| SPSB | Sell | SPDR SERIES TRUST | $1,824,000 | -0.2% | 59,475 | -0.3% | 0.26% | -8.0% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,495,000 | -8.7% | 5,950 | -12.1% | 0.22% | -16.0% |
| BSCH | Sell | CLAYMORE EXCHANGE TRD FD TR | $1,479,000 | -31.4% | 65,381 | -31.4% | 0.21% | -36.7% |
| WFC | Sell | WELLS FARGO CO NEW | $1,477,000 | -7.7% | 26,778 | -7.3% | 0.21% | -14.7% |
| PEP | PEPSICO INC | $1,424,000 | -3.5% | 12,780 | 0.0% | 0.21% | -11.2% | |
| BSCL | Buy | CLAYMORE EXCHANGE TRD FD TR | $1,423,000 | +4.9% | 66,600 | +4.5% | 0.21% | -3.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,339,000 | -5.3% | 12,250 | -11.2% | 0.19% | -12.6% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,303,000 | -6.1% | 11,225 | -1.2% | 0.19% | -13.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,266,000 | -6.1% | 8,724 | -0.4% | 0.18% | -13.3% |
| PM | PHILIP MORRIS INTL INC | $1,243,000 | -5.5% | 11,200 | 0.0% | 0.18% | -12.6% | |
| MO | ALTRIA GROUP INC | $1,167,000 | -14.8% | 18,400 | 0.0% | 0.17% | -21.4% | |
| CBSH | COMMERCE BANCSHARES INC | $1,065,000 | +1.6% | 18,437 | 0.0% | 0.15% | -6.1% | |
| JPM | Buy | JPMORGAN CHASE & CO | $1,046,000 | +12.4% | 10,947 | +7.4% | 0.15% | +3.4% |
| BSJL | Buy | CLAYMORE EXCHANGE TRD FD TR | $955,000 | +22.9% | 37,800 | +22.4% | 0.14% | +13.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $935,000 | +30.6% | 5,100 | +20.7% | 0.14% | +20.5% |
| DFS | DISCOVER FINL SVCS | $874,000 | +3.7% | 13,550 | 0.0% | 0.13% | -3.8% | |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $804,000 | +7.9% | 12,620 | -5.6% | 0.12% | -0.9% |
| STPZ | Buy | PIMCO ETF TR | $787,000 | +5.6% | 15,075 | +5.6% | 0.11% | -2.6% |
| PAYX | PAYCHEX INC | $773,000 | +5.3% | 12,887 | 0.0% | 0.11% | -2.6% | |
| NEE | Sell | NEXTERA ENERGY INC | $769,000 | +1.5% | 5,249 | -3.0% | 0.11% | -6.7% |
| PFE | Sell | PFIZER INC | $762,000 | +5.7% | 21,332 | -0.6% | 0.11% | -2.7% |
| OPK | OPKO HEALTH INC | $686,000 | +4.3% | 100,000 | 0.0% | 0.10% | -3.9% | |
| CVX | CHEVRON CORP NEW | $676,000 | +12.7% | 5,750 | 0.0% | 0.10% | +4.3% | |
| ORCL | ORACLE CORP | $677,000 | -3.6% | 14,005 | 0.0% | 0.10% | -10.9% | |
| CERN | Sell | CERNER CORP | $671,000 | -8.2% | 9,407 | -14.5% | 0.10% | -15.7% |
| GE | Sell | GENERAL ELECTRIC CO | $656,000 | -14.9% | 27,118 | -4.9% | 0.10% | -21.5% |
| KO | Sell | COCA COLA CO | $604,000 | -1.5% | 13,415 | -1.9% | 0.09% | -9.4% |
| UMBF | UMB FINL CORP | $577,000 | -0.5% | 7,750 | 0.0% | 0.08% | -7.7% | |
| MSFT | MICROSOFT CORP | $527,000 | +8.0% | 7,081 | 0.0% | 0.08% | -1.3% | |
| VO | Sell | VANGUARD INDEX FDS | $474,000 | -5.8% | 3,227 | -8.5% | 0.07% | -12.7% |
| SRE | SEMPRA ENERGY | $457,000 | +1.3% | 4,000 | 0.0% | 0.07% | -7.0% | |
| DWDP | New | DOWDUPONT INC | $456,000 | – | 6,582 | +100.0% | 0.07% | – |
| VTI | Sell | VANGUARD INDEX FDS | $459,000 | -1.5% | 3,543 | -5.3% | 0.07% | -9.6% |
| MCD | MCDONALDS CORP | $428,000 | +2.4% | 2,729 | 0.0% | 0.06% | -6.1% | |
| ABBV | ABBVIE INC | $422,000 | +22.7% | 4,750 | 0.0% | 0.06% | +13.0% | |
| VNQ | Sell | VANGUARD INDEX FDS | $424,000 | -3.9% | 5,100 | -3.8% | 0.06% | -11.6% |
| MRK | Sell | MERCK & CO INC | $421,000 | -0.9% | 6,574 | -0.8% | 0.06% | -9.0% |
| EPC | Sell | EDGEWELL PERS CARE CO | $408,000 | -6.6% | 5,600 | -2.6% | 0.06% | -14.5% |
| AEP | AMERICAN ELEC PWR INC | $407,000 | +1.0% | 5,800 | 0.0% | 0.06% | -6.3% | |
| PH | PARKER HANNIFIN CORP | $394,000 | +9.4% | 2,250 | 0.0% | 0.06% | +1.8% | |
| PACW | PACWEST BANCORP DEL | $391,000 | +8.0% | 7,750 | 0.0% | 0.06% | 0.0% | |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $396,000 | -42.0% | 4,000 | -50.6% | 0.06% | -46.7% |
| FB | Sell | FACEBOOK INC | $380,000 | -15.2% | 2,223 | -25.1% | 0.06% | -21.4% |
| BP | BP PLC | $378,000 | +10.9% | 9,830 | 0.0% | 0.06% | +3.8% | |
| AMZN | Sell | AMAZON COM INC | $367,000 | -12.0% | 382 | -11.4% | 0.05% | -18.5% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $363,000 | +3.1% | 5,400 | 0.0% | 0.05% | -3.6% | |
| UNP | UNION PAC CORP | $349,000 | +6.4% | 3,012 | 0.0% | 0.05% | 0.0% | |
| CAT | CATERPILLAR INC DEL | $342,000 | +16.3% | 2,740 | 0.0% | 0.05% | +8.7% | |
| BAC | BANK AMER CORP | $342,000 | +4.6% | 13,482 | 0.0% | 0.05% | -2.0% | |
| HON | HONEYWELL INTL INC | $326,000 | +6.2% | 2,300 | 0.0% | 0.05% | -2.1% | |
| IEF | ISHARES TR | $320,000 | 0.0% | 3,000 | 0.0% | 0.05% | -8.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $309,000 | -21.2% | 4,000 | -20.0% | 0.04% | -26.2% |
| ALL | ALLSTATE CORP | $308,000 | +4.1% | 3,350 | 0.0% | 0.04% | -2.2% | |
| ABT | Sell | ABBOTT LABS | $304,000 | +8.6% | 5,700 | -1.2% | 0.04% | 0.0% |
| EMR | Sell | EMERSON ELEC CO | $302,000 | -0.3% | 4,800 | -5.4% | 0.04% | -8.3% |
| EPD | ENTERPRISE PRODS PARTNERS L | $292,000 | -3.6% | 11,200 | 0.0% | 0.04% | -12.5% | |
| RF | REGIONS FINL CORP NEW | $282,000 | +4.1% | 18,500 | 0.0% | 0.04% | -4.7% | |
| RTN | RAYTHEON CO | $280,000 | +15.7% | 1,500 | 0.0% | 0.04% | +7.9% | |
| DE | DEERE & CO | $283,000 | +1.8% | 2,250 | 0.0% | 0.04% | -6.8% | |
| PHG | KONINKLIJKE PHILIPS N V | $268,000 | +15.0% | 6,516 | 0.0% | 0.04% | +5.4% | |
| MMM | Sell | 3M CO | $255,000 | -1.5% | 1,214 | -2.6% | 0.04% | -9.8% |
| ENR | ENERGIZER HLDGS INC NEW | $248,000 | -4.2% | 5,387 | 0.0% | 0.04% | -12.2% | |
| QCOM | QUALCOMM INC | $249,000 | -6.0% | 4,800 | 0.0% | 0.04% | -14.3% | |
| VB | VANGUARD INDEX FDS | $240,000 | +4.3% | 1,700 | 0.0% | 0.04% | -2.8% | |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LT | $233,000 | +0.4% | 2,043 | -3.9% | 0.03% | -5.6% |
| BIIB | BIOGEN INC | $219,000 | +15.3% | 700 | 0.0% | 0.03% | +6.7% | |
| HYH | HALYARD HEALTH INC | $220,000 | +14.6% | 4,881 | 0.0% | 0.03% | +6.7% | |
| KMI | KINDER MORGAN INC DEL | $223,000 | +0.5% | 11,611 | 0.0% | 0.03% | -8.6% | |
| ABB | ABB LTD | $223,000 | -0.4% | 9,000 | 0.0% | 0.03% | -8.6% | |
| WY | WEYERHAEUSER CO | $214,000 | +1.4% | 6,296 | 0.0% | 0.03% | -6.1% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $216,000 | +3500.0% | 2,575 | +3333.3% | 0.03% | +3000.0% |
| NVO | Sell | NOVO-NORDISK A S | $212,000 | -2.3% | 4,400 | -12.9% | 0.03% | -8.8% |
| MNR | MONMOUTH REAL ESTATE INVT CO | $207,000 | +7.8% | 12,780 | 0.0% | 0.03% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $206,000 | +4.0% | 1,000 | 0.0% | 0.03% | -3.2% | |
| PX | PRAXAIR INC | $210,000 | +5.5% | 1,500 | 0.0% | 0.03% | -3.2% | |
| ANET | ARISTA NETWORKS INC | $190,000 | +26.7% | 1,000 | 0.0% | 0.03% | +16.7% | |
| TJX | TJX COS INC NEW | $195,000 | +2.1% | 2,650 | 0.0% | 0.03% | -6.7% | |
| CMCSA | COMCAST CORP NEW | $190,000 | -1.0% | 4,928 | 0.0% | 0.03% | -6.7% | |
| SAIA | SAIA INC | $188,000 | +22.1% | 3,000 | 0.0% | 0.03% | +12.5% | |
| DIS | Sell | DISNEY WALT CO | $177,000 | -16.1% | 1,800 | -9.4% | 0.03% | -21.2% |
| CFFN | CAPITOL FED FINL INC | $166,000 | +3.8% | 11,263 | 0.0% | 0.02% | -4.0% | |
| GLD | SPDR GOLD TRUST | $166,000 | +3.1% | 1,366 | 0.0% | 0.02% | -4.0% | |
| GIS | GENERAL MLS INC | $162,000 | -6.9% | 3,136 | 0.0% | 0.02% | -14.8% | |
| LH | LABORATORY CORP AMER HLDGS | $151,000 | -1.9% | 1,000 | 0.0% | 0.02% | -8.3% | |
| MCK | MCKESSON CORP | $154,000 | -6.7% | 1,000 | 0.0% | 0.02% | -15.4% | |
| RSP | Sell | RYDEX ETF TRUST | $142,000 | -7.8% | 1,485 | -10.5% | 0.02% | -12.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $129,000 | +8.4% | 2,600 | -2.5% | 0.02% | 0.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $128,000 | -12.9% | 1,582 | -12.7% | 0.02% | -17.4% |
| IWM | Sell | ISHARES TR | $126,000 | -69.5% | 850 | -71.0% | 0.02% | -72.3% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $114,000 | 0.0% | 1,600 | 0.0% | 0.02% | -5.6% | |
| NOC | NORTHROP GRUMMAN CORP | $115,000 | +11.7% | 400 | 0.0% | 0.02% | +6.2% | |
| ENB | ENBRIDGE INC | $114,000 | +5.6% | 2,721 | 0.0% | 0.02% | 0.0% | |
| ECL | ECOLAB INC | $115,000 | -2.5% | 892 | 0.0% | 0.02% | -10.5% | |
| ET | ENERGY TRANSFER EQUITY L P | $108,000 | -2.7% | 6,200 | 0.0% | 0.02% | -5.9% | |
| AFL | AFLAC INC | $107,000 | +4.9% | 1,312 | 0.0% | 0.02% | -6.2% | |
| CW | CURTISS WRIGHT CORP | $105,000 | +14.1% | 1,000 | 0.0% | 0.02% | +7.1% | |
| CORR | CORENERGY INFRASTRUCTURE TR | $106,000 | +5.0% | 3,000 | 0.0% | 0.02% | -6.2% | |
| IVV | Sell | ISHARES TR | $98,000 | -38.0% | 386 | -40.7% | 0.01% | -44.0% |
| POST | POST HLDGS INC | $97,000 | +12.8% | 1,103 | 0.0% | 0.01% | +7.7% | |
| EMN | EASTMAN CHEM CO | $100,000 | +8.7% | 1,100 | 0.0% | 0.01% | 0.0% | |
| HRB | BLOCK H & R INC | $97,000 | -14.2% | 3,650 | 0.0% | 0.01% | -22.2% | |
| RDSA | ROYAL DUTCH SHELL PLC | $97,000 | +14.1% | 1,600 | 0.0% | 0.01% | +7.7% | |
| AZO | AUTOZONE INC | $89,000 | +3.5% | 150 | 0.0% | 0.01% | 0.0% | |
| D | Sell | DOMINION ENERGY INC | $92,000 | -12.4% | 1,200 | -12.2% | 0.01% | -18.8% |
| TIP | ISHARES TR | $87,000 | 0.0% | 770 | 0.0% | 0.01% | -7.1% | |
| FI | FRANKS INTL N V | $81,000 | -6.9% | 10,500 | 0.0% | 0.01% | -14.3% | |
| GRMN | GARMIN LTD | $82,000 | +5.1% | 1,527 | 0.0% | 0.01% | 0.0% | |
| WMT | WAL-MART STORES INC | $86,000 | +3.6% | 1,100 | 0.0% | 0.01% | -7.7% | |
| COST | Sell | COSTCO WHSL CORP NEW | $75,000 | -19.4% | 455 | -22.0% | 0.01% | -26.7% |
| PTLA | Buy | PORTOLA PHARMACEUTICALS INC | $78,000 | +39.3% | 1,450 | +45.0% | 0.01% | +22.2% |
| MON | MONSANTO CO NEW | $73,000 | +1.4% | 608 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR | $73,000 | 0.0% | 868 | 0.0% | 0.01% | 0.0% | |
| SBUX | Sell | STARBUCKS CORP | $78,000 | -12.4% | 1,450 | -5.1% | 0.01% | -21.4% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $74,000 | -3.9% | 500 | -7.1% | 0.01% | -8.3% |
| AEE | AMEREN CORP | $69,000 | +4.5% | 1,200 | 0.0% | 0.01% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC | $72,000 | -2.7% | 802 | -16.6% | 0.01% | -16.7% |
| IYH | ISHARES TR | $69,000 | +3.0% | 400 | 0.0% | 0.01% | -9.1% | |
| PSX | PHILLIPS 66 | $70,000 | +11.1% | 763 | 0.0% | 0.01% | 0.0% | |
| FLS | FLOWSERVE CORP | $61,000 | -7.6% | 1,425 | 0.0% | 0.01% | -10.0% | |
| QQQ | Sell | POWERSHARES QQQ TRUST | $65,000 | -32.3% | 450 | -35.7% | 0.01% | -40.0% |
| T | Sell | AT&T INC | $59,000 | 0.0% | 1,499 | -4.8% | 0.01% | 0.0% |
| K | Buy | KELLOGG CO | $59,000 | +90.3% | 950 | +111.1% | 0.01% | +80.0% |
| GAB | New | GABELLI EQUITY TR INC | $65,000 | – | 10,000 | +100.0% | 0.01% | – |
| WR | WESTAR ENERGY INC | $52,000 | -7.1% | 1,050 | 0.0% | 0.01% | -11.1% | |
| MPC | MARATHON PETE CORP | $56,000 | +7.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| CXO | CONCHO RES INC | $53,000 | +8.2% | 400 | 0.0% | 0.01% | 0.0% | |
| HTLF | HEARTLAND FINL USA INC | $54,000 | +3.8% | 1,100 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $53,000 | +3.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $55,000 | +3.8% | 400 | 0.0% | 0.01% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TR | $45,000 | 0.0% | 922 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $49,000 | +2.1% | 150 | 0.0% | 0.01% | -12.5% | |
| MGPI | MGP INGREDIENTS INC NEW | $45,000 | +18.4% | 750 | 0.0% | 0.01% | +16.7% | |
| APD | AIR PRODS & CHEMS INC | $45,000 | +4.7% | 300 | 0.0% | 0.01% | 0.0% | |
| LLY | LILLY ELI & CO | $44,000 | +2.3% | 518 | 0.0% | 0.01% | -14.3% | |
| TRGP | TARGA RES CORP | $44,000 | +4.8% | 930 | 0.0% | 0.01% | -14.3% | |
| EGOV | NIC INC | $43,000 | -8.5% | 2,500 | 0.0% | 0.01% | -14.3% | |
| NP | NEENAH PAPER INC | $43,000 | +7.5% | 500 | 0.0% | 0.01% | 0.0% | |
| OGE | OGE ENERGY CORP | $40,000 | +2.6% | 1,120 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC | $40,000 | -2.4% | 550 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED PORTFOL | $33,000 | +3.1% | 350 | 0.0% | 0.01% | 0.0% | |
| EPM | EVOLUTION PETROLEUM CORP | $36,000 | -12.2% | 5,000 | 0.0% | 0.01% | -16.7% | |
| IJR | ISHARES TR | $37,000 | +5.7% | 500 | 0.0% | 0.01% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $33,000 | -8.3% | 304 | 0.0% | 0.01% | -16.7% | |
| DST | DST SYS INC DEL | $33,000 | -10.8% | 600 | 0.0% | 0.01% | -16.7% | |
| CAG | CONAGRA BRANDS INC | $34,000 | -5.6% | 1,000 | 0.0% | 0.01% | -16.7% | |
| AXP | AMERICAN EXPRESS CO | $36,000 | +5.9% | 400 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $36,000 | +5.9% | 351 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE COM INC | $36,000 | +5.9% | 388 | 0.0% | 0.01% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $27,000 | +8.0% | 1,925 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SERIES TRUST | $30,000 | +3.4% | 325 | 0.0% | 0.00% | -20.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $25,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| AMX | New | AMERICA MOVIL SAB DE CV | $25,000 | – | 1,386 | +100.0% | 0.00% | – |
| AJG | GALLAGHER ARTHUR J & CO | $31,000 | +6.9% | 500 | 0.0% | 0.00% | -20.0% | |
| V | Sell | VISA INC | $28,000 | -30.0% | 268 | -37.4% | 0.00% | -33.3% |
| GTY | GETTY RLTY CORP NEW | $25,000 | +13.6% | 879 | 0.0% | 0.00% | +33.3% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $27,000 | +35.0% | 350 | 0.0% | 0.00% | +33.3% | |
| EEFT | EURONET WORLDWIDE INC | $28,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $30,000 | 0.0% | 209 | 0.0% | 0.00% | -20.0% | |
| ESLT | New | ELBIT SYS LTD | $29,000 | – | 200 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP NEW | $19,000 | +11.8% | 250 | 0.0% | 0.00% | 0.0% | |
| BIVV | BIOVERATIV INC | $20,000 | -4.8% | 350 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $19,000 | 0.0% | 302 | 0.0% | 0.00% | 0.0% | |
| S | SPRINT CORP | $20,000 | -4.8% | 2,586 | 0.0% | 0.00% | 0.0% | |
| TSLA | Buy | TESLA INC | $24,000 | +71.4% | 70 | +75.0% | 0.00% | +50.0% |
| SO | SOUTHERN CO | $20,000 | +5.3% | 400 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $23,000 | +4.5% | 300 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYS INC | $22,000 | +4.8% | 150 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $24,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $21,000 | +5.0% | 720 | 0.0% | 0.00% | 0.0% | |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $22,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DVY | Sell | ISHARES TR | $19,000 | -86.6% | 200 | -87.0% | 0.00% | -86.4% |
| MDLZ | MONDELEZ INTL INC | $20,000 | -4.8% | 484 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC | $24,000 | -35.1% | 500 | 0.0% | 0.00% | -50.0% | |
| YUMC | YUM CHINA HLDGS INC | $22,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $22,000 | +15.8% | 1,600 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $24,000 | +4.3% | 125 | 0.0% | 0.00% | -25.0% | |
| KRE | SPDR SERIES TRUST | $20,000 | +5.3% | 350 | 0.0% | 0.00% | 0.0% | |
| LMNX | LUMINEX CORP DEL | $20,000 | -4.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| POL | New | POLYONE CORP | $20,000 | – | 501 | +100.0% | 0.00% | – |
| DEI | DOUGLAS EMMETT INC | $20,000 | +5.3% | 500 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $21,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% | |
| LLL | L3 TECHNOLOGIES INC | $14,000 | +7.7% | 75 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $16,000 | +6.7% | 1,057 | 0.0% | 0.00% | 0.0% | |
| APC | Sell | ANADARKO PETE CORP | $15,000 | -6.2% | 304 | -14.6% | 0.00% | -33.3% |
| ADM | ARCHER DANIELS MIDLAND CO | $17,000 | 0.0% | 410 | 0.0% | 0.00% | -33.3% | |
| ARCC | ARES CAP CORP | $11,000 | 0.0% | 643 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $16,000 | -11.1% | 700 | 0.0% | 0.00% | -33.3% | |
| ES | EVERSOURCE ENERGY | $16,000 | 0.0% | 262 | 0.0% | 0.00% | -33.3% | |
| IAU | New | ISHARES GOLD TRUST | $12,000 | – | 937 | +100.0% | 0.00% | – |
| EWC | ISHARES INC | $14,000 | +7.7% | 500 | 0.0% | 0.00% | 0.0% | |
| EWW | ISHARES INC | $16,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% | |
| LW | LAMB WESTON HLDGS INC | $16,000 | +6.7% | 333 | 0.0% | 0.00% | 0.0% | |
| LEG | Sell | LEGGETT & PLATT INC | $14,000 | -50.0% | 300 | -43.4% | 0.00% | -50.0% |
| LOW | LOWES COS INC | $15,000 | +7.1% | 187 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $13,000 | +8.3% | 100 | 0.0% | 0.00% | 0.0% | |
| TYG | New | TORTOISE ENERGY INFRA CORP | $11,000 | – | 385 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $15,000 | – | 100 | +100.0% | 0.00% | – |
| JCI | JOHNSON CTLS INTL PLC | $13,000 | -7.1% | 312 | 0.0% | 0.00% | 0.0% | |
| VSM | VERSUM MATLS INC | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS A G | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $9,000 | -10.0% | 100 | 0.0% | 0.00% | -50.0% | |
| FBIZ | FIRST BUS FINL SVCS INC WIS | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NKE | Sell | NIKE INC | $6,000 | -53.8% | 112 | -47.2% | 0.00% | -50.0% |
| ESRX | EXPRESS SCRIPTS HLDG CO | $9,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| RP | REALPAGE INC | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $5,000 | -28.6% | 650 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP NEW | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| TWTR | Sell | TWITTER INC | $8,000 | -11.1% | 500 | -0.8% | 0.00% | 0.0% |
| VAR | VARIAN MED SYS INC | $10,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| TGT | TARGET CORP | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $9,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
| CLVS | CLOVIS ONCOLOGY INC | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ATTO | ATENTO S A | $4,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $10,000 | +25.0% | 207 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HTH | HILLTOP HOLDINGS INC | $10,000 | 0.0% | 400 | 0.0% | 0.00% | -50.0% | |
| HSC | HARSCO CORP | $10,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% | |
| AERI | AERIE PHARMACEUTICALS INC | $10,000 | -9.1% | 200 | 0.0% | 0.00% | -50.0% | |
| AVGO | BROADCOM LTD | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $7,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| TEP | TALLGRASS ENERGY PARTNERS LP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -33 | -100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $1,000 | -50.0% | 13 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NDP | TORTOISE ENERGY INDEPENDENC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| QADA | QAD INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| OPHT | OPHTHOTECH CORP | $2,000 | 0.0% | 750 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $2,000 | +100.0% | 800 | 0.0% | 0.00% | – | |
| TRSK | JANUS DETROIT STR TR | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ITCI | INTRA CELLULAR THERAPIES INC | $3,000 | +50.0% | 200 | 0.0% | 0.00% | – | |
| IP | Sell | INTL PAPER CO | $1,000 | -75.0% | 10 | -83.9% | 0.00% | -100.0% |
| INAP | INTERNAP CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $3,000 | +50.0% | 300 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP NEW | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| ETP | ENERGY TRANSFER PARTNERS LP | $3,000 | -25.0% | 174 | 0.0% | 0.00% | -100.0% | |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| DIN | DINEEQUITY INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
| DVMT | DELL TECHNOLOGIES INC | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| FTV | Exit | FORTIVE CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| CVG | New | CONVERGYS CORP | $2,000 | – | 82 | +100.0% | 0.00% | – |
| LUMN | CENTURYLINK INC | $2,000 | -33.3% | 118 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| DHR | Exit | DANAHER CORP DEL | $0 | – | -26 | -100.0% | 0.00% | – |
| APEI | Exit | AMERICAN PUBLIC EDUCATION IN | $0 | – | -100 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -50 | -100.0% | 0.00% | – |
| KALU | Exit | KAISER ALUMINUM CORP | $0 | – | -38 | -100.0% | 0.00% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -32 | -100.0% | 0.00% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -132 | -100.0% | 0.00% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -50 | -100.0% | 0.00% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -18 | -100.0% | 0.00% | – |
| SQ | New | SQUARE INC | $0 | – | 4 | +100.0% | 0.00% | – |
| HAS | Exit | HASBRO INC | $0 | – | -35 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -84 | -100.0% | -0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -38 | -100.0% | -0.00% | – |
| NAUH | Exit | NATIONAL AMERN UNIV HLDGS IN | $0 | – | -2,000 | -100.0% | -0.00% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -26 | -100.0% | -0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $0 | – | -186 | -100.0% | -0.00% | – |
| GXP | Exit | GREAT PLAINS ENERGY INC | $0 | – | -250 | -100.0% | -0.00% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -81 | -100.0% | -0.00% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -400 | -100.0% | -0.00% | – |
| TSO | Exit | TESORO CORP | $0 | – | -225 | -100.0% | -0.00% | – |
| MLPI | Exit | UBS AG JERSEY BRHalerian infrst | $0 | – | -1,200 | -100.0% | -0.01% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -531 | -100.0% | -0.01% | – |
| TDTF | Exit | FLEXSHARES TRiboxx 5yr trgt | $0 | – | -2,892 | -100.0% | -0.01% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -1,508 | -100.0% | -0.01% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -1,564 | -100.0% | -0.01% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -1,000 | -100.0% | -0.01% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -3,400 | -100.0% | -0.02% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -969 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,500 | -100.0% | -0.05% | – |
| DOW | Exit | DOW CHEM CO | $0 | – | -5,300 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-16
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.