$713 Million is the total value of ATWOOD & PALMER INC's 292 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFV | Buy | FIRST TR EXCHANGE TRADED | $54,713,000 | +11.0% | 2,459,009 | +6.6% | 7.68% | +7.5% |
| CDW | Buy | CDW CORP | $30,079,000 | +5.9% | 432,848 | +0.6% | 4.22% | +2.6% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $27,713,000 | +8.1% | 192,068 | +1.0% | 3.89% | +4.8% |
| LMT | LOCKHEED MARTIN CORP | $27,396,000 | +3.5% | 85,334 | 0.0% | 3.84% | +0.2% | |
| CSCO | Sell | CISCO SYS INC | $26,528,000 | +13.7% | 692,641 | -0.2% | 3.72% | +10.2% |
| INTC | Sell | INTEL CORP | $26,043,000 | +20.9% | 564,195 | -0.2% | 3.65% | +17.2% |
| EBIX | Buy | EBIX INC | $25,825,000 | +21.6% | 325,869 | +0.2% | 3.62% | +17.9% |
| MA | Sell | MASTERCARD INCORPORATED | $25,634,000 | +6.7% | 169,357 | -0.5% | 3.60% | +3.4% |
| AMP | Buy | AMERIPRISE FINL INC | $24,648,000 | +15.0% | 145,440 | +0.8% | 3.46% | +11.4% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $23,779,000 | +3.5% | 203,085 | -0.0% | 3.34% | +0.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $21,163,000 | +0.2% | 111,455 | -0.2% | 2.97% | -2.9% |
| GOOG | Sell | ALPHABET INC | $20,454,000 | +8.6% | 19,547 | -0.4% | 2.87% | +5.2% |
| AAPL | Buy | APPLE INC | $19,994,000 | +10.7% | 118,147 | +0.8% | 2.80% | +7.2% |
| FITB | Sell | FIFTH THIRD BANCORP | $19,518,000 | +7.8% | 643,319 | -0.6% | 2.74% | +4.4% |
| APTV | New | APTIV PLC | $17,759,000 | – | 209,348 | +100.0% | 2.49% | – |
| CELG | Sell | CELGENE CORP | $16,803,000 | -29.6% | 161,008 | -1.6% | 2.36% | -31.8% |
| BSWN | Sell | UBS AG LONDON BRH | $16,716,000 | -48.9% | 936,100 | -47.9% | 2.34% | -50.5% |
| GILD | Sell | GILEAD SCIENCES INC | $16,246,000 | -11.8% | 226,778 | -0.2% | 2.28% | -14.5% |
| VRP | Buy | POWERSHARES ETF TR II | $15,110,000 | +3.4% | 588,855 | +5.0% | 2.12% | +0.2% |
| CVS | Sell | CVS HEALTH CORP | $14,465,000 | -11.1% | 199,511 | -0.3% | 2.03% | -13.9% |
| LKQ | Buy | LKQ CORP | $12,039,000 | +16.2% | 296,017 | +2.8% | 1.69% | +12.6% |
| BDX | Sell | BECTON DICKINSON & CO | $11,134,000 | +8.9% | 52,011 | -0.3% | 1.56% | +5.5% |
| BSJI | Buy | CLAYMORE EXCHANGE TRD FD | $10,754,000 | -0.4% | 428,462 | +0.5% | 1.51% | -3.5% |
| URI | Buy | UNITED RENTALS INC | $10,376,000 | +32.0% | 60,360 | +6.6% | 1.46% | +27.9% |
| ON | Buy | ON SEMICONDUCTOR CORP | $9,060,000 | +25.9% | 432,650 | +11.1% | 1.27% | +22.0% |
| BSCI | Sell | CLAYMORE EXCHANGE TRD FD | $9,003,000 | -1.4% | 426,868 | -1.0% | 1.26% | -4.5% |
| BSCJ | Buy | CLAYMORE EXCHANGE TRD FD | $8,715,000 | +6.7% | 413,286 | +7.6% | 1.22% | +3.5% |
| AMLP | Sell | ALPS ETF TR | $8,672,000 | -9.2% | 803,719 | -5.6% | 1.22% | -12.0% |
| GSY | Buy | CLAYMORE EXCHANGE TRD FD | $8,645,000 | +9.9% | 172,425 | +10.5% | 1.21% | +6.6% |
| BSJJ | Buy | CLAYMORE EXCHANGE TRD FD | $8,296,000 | +0.9% | 340,289 | +2.3% | 1.16% | -2.2% |
| GOOGL | Sell | ALPHABET INC | $7,919,000 | +8.1% | 7,518 | -0.1% | 1.11% | +4.7% |
| DWFI | New | SPDR SER TR | $7,538,000 | – | 298,175 | +100.0% | 1.06% | – |
| UNM | Buy | UNUM GROUP | $7,298,000 | +12.3% | 132,965 | +4.6% | 1.02% | +8.8% |
| BSCK | Buy | CLAYMORE EXCHANGE TRD FD | $6,997,000 | +11.2% | 328,645 | +12.3% | 0.98% | +7.8% |
| BSJK | Buy | CLAYMORE EXCHANGE TRD FD | $6,052,000 | +2.0% | 246,722 | +3.8% | 0.85% | -1.2% |
| JKHY | HENRY JACK & ASSOC INC | $5,609,000 | +13.8% | 47,956 | 0.0% | 0.79% | +10.2% | |
| KMB | Sell | KIMBERLY CLARK CORP | $4,556,000 | +1.2% | 37,762 | -1.3% | 0.64% | -2.0% |
| VNLA | Buy | JANUS DETROIT STR TR | $4,459,000 | +43.1% | 88,875 | +43.6% | 0.63% | +38.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,243,000 | +7.1% | 30,366 | -0.4% | 0.60% | +3.7% |
| HIW | Sell | HIGHWOODS PPTYS INC | $4,006,000 | -7.1% | 78,690 | -5.0% | 0.56% | -9.9% |
| XOM | Buy | EXXON MOBIL CORP | $3,885,000 | +3.0% | 46,444 | +1.0% | 0.54% | -0.2% |
| DLPH | New | DELPHI TECHNOLOGIES PLC | $3,652,000 | – | 69,597 | +100.0% | 0.51% | – |
| HD | HOME DEPOT INC | $3,516,000 | +15.9% | 18,549 | 0.0% | 0.49% | +12.3% | |
| FV | Buy | FIRST TR EXCHANGE TRADED | $3,205,000 | +5.6% | 116,253 | +0.3% | 0.45% | +2.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $3,116,000 | +3.3% | 41,300 | -0.2% | 0.44% | 0.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,337,000 | +0.2% | 25,436 | -0.8% | 0.33% | -3.0% |
| AMGN | Buy | AMGEN INC | $2,153,000 | +3.3% | 12,381 | +10.7% | 0.30% | 0.0% |
| FDN | Sell | FIRST TR EXCHANGE TRADED | $2,131,000 | -9.4% | 19,395 | -15.6% | 0.30% | -12.3% |
| FXR | Sell | FIRST TR EXCHANGE TRADED | $2,021,000 | -2.4% | 49,795 | -10.7% | 0.28% | -5.3% |
| USB | Sell | US BANCORP DEL | $2,004,000 | -10.8% | 37,401 | -10.8% | 0.28% | -13.5% |
| QTEC | Sell | FIRST TR NASDAQ100 TECH | $1,963,000 | -13.6% | 27,290 | -18.1% | 0.28% | -16.4% |
| FTXO | Sell | FIRST TR EXCHANGE TRADED | $1,962,000 | -1.7% | 66,815 | -7.5% | 0.28% | -4.8% |
| IGSB | ISHARES TR | $1,859,000 | -0.7% | 17,780 | 0.0% | 0.26% | -3.7% | |
| SPSB | Sell | SPDR SERIES TRUST | $1,797,000 | -1.5% | 59,075 | -0.7% | 0.25% | -4.5% |
| BSCL | Buy | CLAYMORE EXCHANGE TRD FD | $1,699,000 | +19.4% | 80,400 | +20.7% | 0.24% | +15.5% |
| FXU | Sell | FIRST TR EXCHANGE TRADED | $1,659,000 | -12.0% | 63,760 | -8.6% | 0.23% | -14.7% |
| SPY | SPDR S&P 500 ETF TR | $1,588,000 | +6.2% | 5,950 | 0.0% | 0.22% | +3.2% | |
| PEP | PEPSICO INC | $1,533,000 | +7.7% | 12,780 | 0.0% | 0.22% | +4.4% | |
| WFC | Sell | WELLS FARGO CO NEW | $1,473,000 | -0.3% | 24,278 | -9.3% | 0.21% | -3.3% |
| UTX | UNITED TECHNOLOGIES CORP | $1,432,000 | +9.9% | 11,225 | 0.0% | 0.20% | +6.3% | |
| IBM | Buy | INTERNATIONAL BUSINESS M | $1,374,000 | +8.5% | 8,957 | +2.7% | 0.19% | +5.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSIN | $1,313,000 | -1.9% | 11,200 | -8.6% | 0.18% | -5.2% |
| MO | Sell | ALTRIA GROUP INC | $1,307,000 | +12.0% | 18,300 | -0.5% | 0.18% | +8.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,173,000 | -5.6% | 11,100 | -0.9% | 0.16% | -8.3% |
| JPM | JPMORGAN CHASE & CO | $1,171,000 | +12.0% | 10,947 | 0.0% | 0.16% | +8.6% | |
| CBSH | Buy | COMMERCE BANCSHARES INC | $1,081,000 | +1.5% | 19,355 | +5.0% | 0.15% | -1.3% |
| DFS | DISCOVER FINL SVCS | $1,042,000 | +19.2% | 13,550 | 0.0% | 0.15% | +15.0% | |
| BSJL | Buy | CLAYMORE EXCHANGE TRD FD | $1,025,000 | +7.3% | 41,100 | +8.7% | 0.14% | +4.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC D | $956,000 | +2.2% | 4,822 | -5.5% | 0.13% | -0.7% |
| PAYX | PAYCHEX INC | $877,000 | +13.5% | 12,887 | 0.0% | 0.12% | +9.8% | |
| BMY | BRISTOL MYERS SQUIBB CO | $773,000 | -3.9% | 12,620 | 0.0% | 0.11% | -6.9% | |
| AMZN | Buy | AMAZON COM INC | $770,000 | +109.8% | 658 | +72.3% | 0.11% | +103.8% |
| NEE | Sell | NEXTERA ENERGY INC | $760,000 | -1.2% | 4,864 | -7.3% | 0.11% | -3.6% |
| STPZ | Sell | PIMCO ETF TR | $752,000 | -4.4% | 14,475 | -4.0% | 0.10% | -7.9% |
| CVX | Sell | CHEVRON CORP NEW | $707,000 | +4.6% | 5,650 | -1.7% | 0.10% | +1.0% |
| PFE | Sell | PFIZER INC | $668,000 | -12.3% | 18,444 | -13.5% | 0.09% | -14.5% |
| ORCL | Sell | ORACLE CORP | $643,000 | -5.0% | 13,600 | -2.9% | 0.09% | -8.2% |
| KO | Sell | COCA COLA CO | $606,000 | +0.3% | 13,215 | -1.5% | 0.08% | -2.3% |
| MSFT | Sell | MICROSOFT CORP | $541,000 | +2.7% | 6,327 | -10.6% | 0.08% | 0.0% |
| VO | VANGUARD INDEX FDS | $499,000 | +5.3% | 3,227 | 0.0% | 0.07% | +1.4% | |
| BP | Buy | BP PLC | $497,000 | +31.5% | 11,830 | +20.3% | 0.07% | +27.3% |
| CERN | Sell | CERNER CORP | $492,000 | -26.7% | 7,306 | -22.3% | 0.07% | -28.9% |
| OPK | OPKO HEALTH INC | $490,000 | -28.6% | 100,000 | 0.0% | 0.07% | -30.3% | |
| BAC | Buy | BANK AMER CORP | $482,000 | +40.9% | 16,324 | +21.1% | 0.07% | +36.0% |
| GE | Buy | GENERAL ELECTRIC CO | $480,000 | -26.8% | 27,489 | +1.4% | 0.07% | -29.5% |
| MCD | MCDONALDS CORP | $470,000 | +9.8% | 2,729 | 0.0% | 0.07% | +6.5% | |
| DWDP | DOWDUPONT INC | $469,000 | +2.9% | 6,582 | 0.0% | 0.07% | 0.0% | |
| ABBV | ABBVIE INC | $459,000 | +8.8% | 4,750 | 0.0% | 0.06% | +4.9% | |
| PH | PARKER HANNIFIN CORP | $449,000 | +14.0% | 2,250 | 0.0% | 0.06% | +10.5% | |
| VTI | Sell | VANGUARD INDEX FDS | $452,000 | -1.5% | 3,293 | -7.1% | 0.06% | -4.5% |
| LYB | LYONDELLBASELL INDUSTRIE | $441,000 | +11.4% | 4,000 | 0.0% | 0.06% | +8.8% | |
| CAT | CATERPILLAR INC DEL | $432,000 | +26.3% | 2,740 | 0.0% | 0.06% | +22.0% | |
| SRE | SEMPRA ENERGY | $428,000 | -6.3% | 4,000 | 0.0% | 0.06% | -9.1% | |
| AEP | AMERICAN ELEC PWR INC | $427,000 | +4.9% | 5,800 | 0.0% | 0.06% | +1.7% | |
| PACW | PACWEST BANCORP DEL | $391,000 | 0.0% | 7,750 | 0.0% | 0.06% | -3.5% | |
| UNP | Sell | UNION PAC CORP | $382,000 | +9.5% | 2,850 | -5.4% | 0.05% | +5.9% |
| FBHS | FORTUNE BRANDS HOME & SE | $370,000 | +1.9% | 5,400 | 0.0% | 0.05% | -1.9% | |
| MRK | MERCK & CO INC | $370,000 | -12.1% | 6,574 | 0.0% | 0.05% | -14.8% | |
| FB | Sell | FACEBOOK INC | $366,000 | -3.7% | 2,073 | -6.7% | 0.05% | -7.3% |
| HON | HONEYWELL INTL INC | $353,000 | +8.3% | 2,300 | 0.0% | 0.05% | +6.4% | |
| DE | DEERE & CO | $352,000 | +24.4% | 2,250 | 0.0% | 0.05% | +19.5% | |
| UMBF | Sell | UMB FINL CORP | $348,000 | -39.7% | 4,842 | -37.5% | 0.05% | -41.7% |
| ALL | ALLSTATE CORP | $351,000 | +14.0% | 3,350 | 0.0% | 0.05% | +8.9% | |
| EPC | EDGEWELL PERS CARE CO | $333,000 | -18.4% | 5,600 | 0.0% | 0.05% | -20.3% | |
| RF | REGIONS FINL CORP NEW | $320,000 | +13.5% | 18,500 | 0.0% | 0.04% | +9.8% | |
| IEF | ISHARES TR | $317,000 | -0.9% | 3,000 | 0.0% | 0.04% | -4.3% | |
| QCOM | QUALCOMM INC | $307,000 | +23.3% | 4,800 | 0.0% | 0.04% | +19.4% | |
| EPD | ENTERPRISE PRODS PARTNER | $297,000 | +1.7% | 11,200 | 0.0% | 0.04% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE | $290,000 | -6.1% | 4,000 | 0.0% | 0.04% | -8.9% | |
| MMM | 3M CO | $286,000 | +12.2% | 1,214 | 0.0% | 0.04% | +8.1% | |
| RTN | RAYTHEON CO | $282,000 | +0.7% | 1,500 | 0.0% | 0.04% | -2.4% | |
| EMR | Sell | EMERSON ELEC CO | $279,000 | -7.6% | 4,000 | -16.7% | 0.04% | -11.4% |
| ABT | Sell | ABBOTT LABS | $268,000 | -11.8% | 4,700 | -17.5% | 0.04% | -13.6% |
| ENR | Sell | ENERGIZER HLDGS INC NEW | $247,000 | -0.4% | 5,152 | -4.4% | 0.04% | -2.8% |
| SPH | New | SUBURBAN PROPANE PARTNER | $251,000 | – | 10,365 | +100.0% | 0.04% | – |
| PHG | KONINKLIJKE PHILIPS N V | $246,000 | -8.2% | 6,516 | 0.0% | 0.04% | -10.3% | |
| VB | VANGUARD INDEX FDS | $251,000 | +4.6% | 1,700 | 0.0% | 0.04% | 0.0% | |
| ABB | ABB LTD | $241,000 | +8.1% | 9,000 | 0.0% | 0.03% | +6.2% | |
| PX | PRAXAIR INC | $232,000 | +10.5% | 1,500 | 0.0% | 0.03% | +10.0% | |
| ANET | ARISTA NETWORKS INC | $236,000 | +24.2% | 1,000 | 0.0% | 0.03% | +17.9% | |
| HYH | HALYARD HEALTH INC | $225,000 | +2.3% | 4,881 | 0.0% | 0.03% | 0.0% | |
| BK | Buy | BANK NEW YORK MELLON COR | $227,000 | +328.3% | 4,221 | +322.1% | 0.03% | +300.0% |
| MNR | MONMOUTH REAL ESTATE INV | $227,000 | +9.7% | 12,780 | 0.0% | 0.03% | +6.7% | |
| BIIB | BIOGEN INC | $223,000 | +1.8% | 700 | 0.0% | 0.03% | -3.1% | |
| WY | WEYERHAEUSER CO | $222,000 | +3.7% | 6,296 | 0.0% | 0.03% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TEC | $212,000 | -9.0% | 2,043 | 0.0% | 0.03% | -11.8% | |
| SAIA | SAIA INC | $212,000 | +12.8% | 3,000 | 0.0% | 0.03% | +11.1% | |
| KMI | KINDER MORGAN INC DEL | $210,000 | -5.8% | 11,611 | 0.0% | 0.03% | -9.4% | |
| MMC | MARSH & MCLENNAN COS INC | $210,000 | -2.8% | 2,575 | 0.0% | 0.03% | -6.5% | |
| CMCSA | COMCAST CORP NEW | $197,000 | +3.7% | 4,928 | 0.0% | 0.03% | 0.0% | |
| TJX | TJX COS INC NEW | $203,000 | +4.1% | 2,650 | 0.0% | 0.03% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $203,000 | -1.5% | 1,000 | 0.0% | 0.03% | -6.7% | |
| DIS | DISNEY WALT CO | $194,000 | +9.6% | 1,800 | 0.0% | 0.03% | +3.8% | |
| GIS | GENERAL MLS INC | $186,000 | +14.8% | 3,136 | 0.0% | 0.03% | +13.0% | |
| LH | LABORATORY CORP AMER HLD | $160,000 | +6.0% | 1,000 | 0.0% | 0.02% | 0.0% | |
| RSP | RYDEX ETF TRUST | $150,000 | +5.6% | 1,485 | 0.0% | 0.02% | 0.0% | |
| GLD | Sell | SPDR GOLD TRUST | $147,000 | -11.4% | 1,186 | -13.2% | 0.02% | -12.5% |
| CFFN | CAPITOL FED FINL INC | $151,000 | -9.0% | 11,263 | 0.0% | 0.02% | -12.5% | |
| PST | New | PROSHARES TR | $145,000 | – | 6,714 | +100.0% | 0.02% | – |
| WMT | Buy | WAL-MART STORES INC | $138,000 | +60.5% | 1,400 | +27.3% | 0.02% | +58.3% |
| VZ | VERIZON COMMUNICATIONS I | $138,000 | +7.0% | 2,600 | 0.0% | 0.02% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $134,000 | +4.7% | 1,582 | 0.0% | 0.02% | 0.0% | |
| SEE | New | SEALED AIR CORP NEW | $126,000 | – | 2,550 | +100.0% | 0.02% | – |
| IWM | ISHARES TR | $130,000 | +3.2% | 850 | 0.0% | 0.02% | 0.0% | |
| ECL | ECOLAB INC | $120,000 | +4.3% | 892 | 0.0% | 0.02% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $123,000 | +7.0% | 400 | 0.0% | 0.02% | 0.0% | |
| CW | CURTISS WRIGHT CORP | $122,000 | +16.2% | 1,000 | 0.0% | 0.02% | +13.3% | |
| CORR | CORENERGY INFRASTRUCTURE | $115,000 | +8.5% | 3,000 | 0.0% | 0.02% | +6.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNR | $114,000 | 0.0% | 1,600 | 0.0% | 0.02% | -5.9% | |
| MON | Buy | MONSANTO CO NEW | $110,000 | +50.7% | 941 | +54.8% | 0.02% | +36.4% |
| IVV | ISHARES TR | $104,000 | +6.1% | 386 | 0.0% | 0.02% | +7.1% | |
| ET | ENERGY TRANSFER EQUITY L | $107,000 | -0.9% | 6,200 | 0.0% | 0.02% | -6.2% | |
| ENB | ENBRIDGE INC | $106,000 | -7.0% | 2,721 | 0.0% | 0.02% | -11.8% | |
| RDSA | ROYAL DUTCH SHELL PLC | $107,000 | +10.3% | 1,600 | 0.0% | 0.02% | +7.1% | |
| D | DOMINION ENERGY INC | $97,000 | +5.4% | 1,200 | 0.0% | 0.01% | +7.7% | |
| EMN | EASTMAN CHEM CO | $102,000 | +2.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
| HRB | BLOCK H & R INC | $96,000 | -1.0% | 3,650 | 0.0% | 0.01% | -7.1% | |
| GRMN | GARMIN LTD | $91,000 | +11.0% | 1,527 | 0.0% | 0.01% | +8.3% | |
| VNQ | Sell | VANGUARD INDEX FDS | $91,000 | -78.5% | 1,100 | -78.4% | 0.01% | -78.7% |
| TIP | ISHARES TR | $88,000 | +1.1% | 770 | 0.0% | 0.01% | -7.7% | |
| SBUX | STARBUCKS CORP | $83,000 | +6.4% | 1,450 | 0.0% | 0.01% | +9.1% | |
| COST | COSTCO WHSL CORP NEW | $85,000 | +13.3% | 455 | 0.0% | 0.01% | +9.1% | |
| TXN | Sell | TEXAS INSTRS INC | $84,000 | +16.7% | 801 | -0.1% | 0.01% | +20.0% |
| ITW | ILLINOIS TOOL WKS INC | $83,000 | +12.2% | 500 | 0.0% | 0.01% | +9.1% | |
| NFLX | New | NETFLIX INC | $87,000 | – | 455 | +100.0% | 0.01% | – |
| POST | POST HLDGS INC | $87,000 | -10.3% | 1,103 | 0.0% | 0.01% | -14.3% | |
| PSX | PHILLIPS 66 | $77,000 | +10.0% | 763 | 0.0% | 0.01% | +10.0% | |
| PTLA | PORTOLA PHARMACEUTICALS | $71,000 | -9.0% | 1,450 | 0.0% | 0.01% | -9.1% | |
| AEE | AMEREN CORP | $71,000 | +2.9% | 1,200 | 0.0% | 0.01% | 0.0% | |
| IYH | ISHARES TR | $70,000 | +1.4% | 400 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR | $73,000 | 0.0% | 868 | 0.0% | 0.01% | -9.1% | |
| FLS | FLOWSERVE CORP | $60,000 | -1.6% | 1,425 | 0.0% | 0.01% | -11.1% | |
| HTLF | HEARTLAND FINL USA INC | $59,000 | +9.3% | 1,100 | 0.0% | 0.01% | 0.0% | |
| T | AT&T INC | $58,000 | -1.7% | 1,499 | 0.0% | 0.01% | -11.1% | |
| CXO | CONCHO RES INC | $60,000 | +13.2% | 400 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $57,000 | +3.6% | 400 | 0.0% | 0.01% | 0.0% | |
| WR | WESTAR ENERGY INC | $55,000 | +5.8% | 1,050 | 0.0% | 0.01% | 0.0% | |
| DXCM | Buy | DEXCOM INC | $57,000 | +137.5% | 1,000 | +100.0% | 0.01% | +166.7% |
| FMS | New | FRESENIUS MED CARE AG&CO | $55,000 | – | 1,044 | +100.0% | 0.01% | – |
| MGPI | MGP INGREDIENTS INC NEW | $58,000 | +28.9% | 750 | 0.0% | 0.01% | +14.3% | |
| MDY | SPDR S&P MIDCAP 400 ETF | $52,000 | +6.1% | 150 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE COM INC | $40,000 | +11.1% | 388 | 0.0% | 0.01% | +20.0% | |
| TRGP | TARGA RES CORP | $45,000 | +2.3% | 930 | 0.0% | 0.01% | 0.0% | |
| EGOV | NIC INC | $42,000 | -2.3% | 2,500 | 0.0% | 0.01% | 0.0% | |
| NP | NEENAH PAPER INC | $45,000 | +4.7% | 500 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $40,000 | +11.1% | 400 | 0.0% | 0.01% | +20.0% | |
| YUM | YUM BRANDS INC | $45,000 | +12.5% | 550 | 0.0% | 0.01% | 0.0% | |
| LLY | LILLY ELI & CO | $44,000 | 0.0% | 518 | 0.0% | 0.01% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TR | $45,000 | 0.0% | 922 | 0.0% | 0.01% | -14.3% | |
| EW | EDWARDS LIFESCIENCES COR | $34,000 | +3.0% | 304 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUN | $36,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% | |
| FXL | New | FIRST TR EXCHANGE TRADED | $36,000 | – | 700 | +100.0% | 0.01% | – |
| EPM | EVOLUTION PETROLEUM CORP | $34,000 | -5.6% | 5,000 | 0.0% | 0.01% | 0.0% | |
| IJR | ISHARES TR | $38,000 | +2.7% | 500 | 0.0% | 0.01% | 0.0% | |
| OGE | OGE ENERGY CORP | $37,000 | -7.5% | 1,120 | 0.0% | 0.01% | -16.7% | |
| DST | DST SYS INC DEL | $37,000 | +12.1% | 600 | 0.0% | 0.01% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $38,000 | +11.8% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $33,000 | -8.3% | 351 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $26,000 | +13.0% | 300 | 0.0% | 0.00% | +33.3% | |
| QQQ | Sell | POWERSHARES QQQ TRUST | $27,000 | -58.5% | 175 | -61.1% | 0.00% | -55.6% |
| MDRX | ALLSCRIPTS HEALTHCARE SO | $28,000 | +3.7% | 1,925 | 0.0% | 0.00% | 0.0% | |
| AFL | Sell | AFLAC INC | $27,000 | -74.8% | 312 | -76.2% | 0.00% | -73.3% |
| CB | CHUBB LIMITED | $31,000 | +3.3% | 209 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SERIES TRUST | $31,000 | +3.3% | 325 | 0.0% | 0.00% | 0.0% | |
| V | VISA INC | $31,000 | +10.7% | 268 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $32,000 | +3.2% | 500 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYS INC | $26,000 | +18.2% | 150 | 0.0% | 0.00% | +33.3% | |
| ESLT | ELBIT SYS LTD | $27,000 | -6.9% | 200 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $28,000 | +16.7% | 125 | 0.0% | 0.00% | +33.3% | |
| GS | GOLDMAN SACHS GROUP INC | $25,000 | +4.2% | 100 | 0.0% | 0.00% | +33.3% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS | $31,000 | +14.8% | 350 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $27,000 | +8.0% | 155 | 0.0% | 0.00% | 0.0% | |
| EEFT | EURONET WORLDWIDE INC | $25,000 | -10.7% | 300 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP NEW | $23,000 | +21.1% | 250 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $21,000 | +10.5% | 302 | 0.0% | 0.00% | 0.0% | |
| ORLY | O REILLY AUTOMOTIVE INC | $24,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| POL | POLYONE CORP | $22,000 | +10.0% | 501 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $20,000 | -4.8% | 720 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $19,000 | -5.0% | 400 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $19,000 | +18.8% | 700 | 0.0% | 0.00% | +50.0% | |
| BIVV | BIOVERATIV INC | $19,000 | -5.0% | 350 | 0.0% | 0.00% | 0.0% | |
| GTY | GETTY RLTY CORP NEW | $24,000 | -4.0% | 879 | 0.0% | 0.00% | -25.0% | |
| YUMC | YUM CHINA HLDGS INC | $22,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA INC | $22,000 | -8.3% | 70 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $21,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $21,000 | +5.0% | 500 | 0.0% | 0.00% | 0.0% | |
| DVY | ISHARES TR | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INC | $21,000 | +5.0% | 484 | 0.0% | 0.00% | 0.0% | |
| LMNX | LUMINEX CORP DEL | $20,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $19,000 | +18.8% | 333 | 0.0% | 0.00% | +50.0% | |
| KRE | SPDR SERIES TRUST | $21,000 | +5.0% | 350 | 0.0% | 0.00% | 0.0% | |
| AMX | AMERICA MOVIL SAB DE CV | $24,000 | -4.0% | 1,386 | 0.0% | 0.00% | -25.0% | |
| APC | ANADARKO PETE CORP | $16,000 | +6.7% | 304 | 0.0% | 0.00% | 0.0% | |
| AERI | AERIE PHARMACEUTICALS IN | $12,000 | +20.0% | 200 | 0.0% | 0.00% | +100.0% | |
| IAU | ISHARES GOLD TRUST | $12,000 | 0.0% | 937 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $17,000 | +6.2% | 262 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY | $16,000 | 0.0% | 1,057 | 0.0% | 0.00% | 0.0% | |
| LOW | LOWES COS INC | $17,000 | +13.3% | 187 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| VAR | VARIAN MED SYS INC | $11,000 | +10.0% | 100 | 0.0% | 0.00% | +100.0% | |
| NEBLQ | New | NOBLE CORP PLC | $14,000 | – | 3,000 | +100.0% | 0.00% | – |
| TYG | TORTOISE ENERGY INFRA CO | $11,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND C | $16,000 | -5.9% | 410 | 0.0% | 0.00% | 0.0% | |
| S | SPRINT CORP | $15,000 | -25.0% | 2,586 | 0.0% | 0.00% | -33.3% | |
| TWTR | TWITTER INC | $12,000 | +50.0% | 500 | 0.0% | 0.00% | +100.0% | |
| LLL | L3 TECHNOLOGIES INC | $15,000 | +7.1% | 75 | 0.0% | 0.00% | 0.0% | |
| VSM | Sell | VERSUM MATLS INC | $5,000 | -16.7% | 135 | -10.0% | 0.00% | 0.0% |
| HTH | HILLTOP HOLDINGS INC | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| HSC | HARSCO CORP | $9,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP NEW | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $6,000 | +20.0% | 650 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUS FINL SVCS INC | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ESRX | EXPRESS SCRIPTS HLDG CO | $10,000 | +11.1% | 136 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS A G | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RAT | $9,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| QADA | QAD INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – | |
| RP | REALPAGE INC | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $7,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| CLVS | CLOVIS ONCOLOGY INC | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $10,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| TEP | TALLGRASS ENERGY PARTNER | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAP CORP | $10,000 | -9.1% | 643 | 0.0% | 0.00% | -50.0% | |
| JCI | Sell | JOHNSON CTLS INTL PLC | $4,000 | -69.2% | 104 | -66.7% | 0.00% | -50.0% |
| AVGO | BROADCOM LTD | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PIPR | New | PIPER JAFFRAY COS | $2,000 | – | 20 | +100.0% | 0.00% | – |
| TRIB | TRINITY BIOTECH PLC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| SQ | SQUARE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
| DVMT | DELL TECHNOLOGIES INC | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| DIN | DINEEQUITY INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| ETP | ENERGY TRANSFER PARTNERS | $3,000 | 0.0% | 174 | 0.0% | 0.00% | – | |
| OPHT | OPHTHOTECH CORP | $2,000 | 0.0% | 750 | 0.0% | 0.00% | – | |
| ATTO | ATENTO S A | $3,000 | -25.0% | 325 | 0.0% | 0.00% | -100.0% | |
| MNKD | MANNKIND CORP | $2,000 | 0.0% | 800 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | |
| ITCI | INTRA CELLULAR THERAPIES | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| INAP | Exit | INTERNAP CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| NDP | Exit | TORTOISE ENERGY INDEPENDENC | $0 | – | -200 | -100.0% | 0.00% | – |
| TRSK | Exit | JANUS DETROIT STR TR | $0 | – | -100 | -100.0% | 0.00% | – |
| CVG | Exit | CONVERGYS CORP | $0 | – | -82 | -100.0% | 0.00% | – |
| ADNT | Exit | ADIENT PLC | $0 | – | -20 | -100.0% | 0.00% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -118 | -100.0% | 0.00% | – |
| IP | INTL PAPER CO | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC | $2,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP N | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| PYPL | New | PAYPAL HLDGS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| EWW | Exit | ISHARES INC | $0 | – | -300 | -100.0% | -0.00% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| EWC | Exit | ISHARES INC | $0 | – | -500 | -100.0% | -0.00% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -1,600 | -100.0% | -0.00% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -300 | -100.0% | -0.01% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -1,000 | -100.0% | -0.01% | – |
| K | Exit | KELLOGG CO | $0 | – | -950 | -100.0% | -0.01% | – |
| GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| FI | Exit | FRANKS INTL N V | $0 | – | -10,500 | -100.0% | -0.01% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -150 | -100.0% | -0.01% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,000 | -100.0% | -0.02% | – |
| NVO | Exit | NOVO-NORDISK A S | $0 | – | -4,400 | -100.0% | -0.03% | – |
| BSCH | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -65,381 | -100.0% | -0.21% | – |
| BSJH | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -169,888 | -100.0% | -0.63% | – |
| 3106PS | Exit | DELPHI AUTOMOTIVE PLC | $0 | – | -205,338 | -100.0% | -2.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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.